If ATC makes coating cheap enough it might make a difference, and open up new uses, not a big difference but the prices (if high grade precursor is required) magnifies the effect.
I think estimates of EV graphite demand is something like 600ktpa by 2025, using the 2% value mentioned by Iggy that's 12ktpa of precursor if the WHOLE lot is coated (but thats very unlikely). Anyway better than nothing I suppose
I tend to spend a bit of time looking at the precursor stuff as IMHO its one of A4N competitive advantages and helps mitigate risk around the main HPA market.
If ATC makes coating cheap enough it might make a difference,...
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add A4N (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$1.01 |
Change
-0.015(1.46%) |
Mkt cap ! $1.145B | |||
| Open | High | Low | Value | Volume |
| $1.02 | $1.02 | $1.00 | $992.1K | 979.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 8307 | $1.01 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.02 | 3435 | 1 |
View Market Depth
| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| A4N (ASX) Chart |