At face value this looks quite disruptive. Group14 having SCC55...

At face value this looks quite disruptive. Group14 having SCC55 sales agreements with Farasis for mass production by 2023 shows they mean business.
https://www.eetasia.com/sk-materials-invests-in-group14-technologies/
https://insideevs.com/news/539398/farasis-batteries-energy-density-boost/

It would impact all of the graphite and/or anode stonks, TLG, NVX, RNU, EGR etc. I wanted to see where "SCC55" has been mentioned on Hotcopper so I did a search. @WheresTheMonkey I see you've already brought it up in a handful of places to get responses which was a good idea, but it doesn't look like people cared very much unfortunately.

SCC55 genuinely appears to be a compelling product that can not only be blended with graphite, but can replace graphite entirely in the anode, and at a competitive price. Is everyone behind the 8-ball here? Head in the sand? Looks like this came onto the radar way back in March/April. I'm always open to hedging my bets. What should we own in addition to TLG is the question.

If I was looking at this sector with fresh eyes I would definitely want exposure to whatever Group14 is doing.