Altech Chemicals’ (ASX:ATC) alumina tech successfully coats graphite particles, page-243

"What we really need is for it to be clear that there's a big shortage of HPA. We need the same kind of demonstration as there is in semiconductors. Someone to wake up and say. Hey we need 3000 chips per car and were not getting any perhaps we were short sighted."

Bingo - this is the only problem ATC currently have.

Obviously, they could neither convince Macca nor any other finance company that there is shortfall of HPA in the market, otherwise Finance would have queued up to provide money - they do love to give money to people from whom they know they get it back (actually - this is how they make a living).

As well - ATC did not manage to convince any of the big battery or LED manufacturers that there is a looming shortfall of HPA, otherwise - they would have queued up in signing supply contracts (with price guarantee) or they simply would have bought ATC. Handful of millions are small change for e.g. the big car producers ... and Elon Musk would not need to spend much of his Ethernet war chest to buy into ATC, wouldn't he?

Question is - how do we know there is a HPA shortage? I guess, sure - there are company presentations around beating that old drum and there is a 2015 report which does not seem to be (anymore) very convincing to stakeholders ... but else - how do we know?

Why does nobody who counts (well, money wise) seem to be aware of this looming HPA shortage and prepared to do something about it? Are they really all idiots, or - do they know something we don't?