They would say that because it challenges their pure graphite focus. However, Wood MacKenzie are probably too far the other way with their expectation of rate of incorporation of Si. I think we will just work our way through. Being at the cutting edge. We have an European focus and with all the geopolitical forces, it may well be the lowest risk (volatility) path. My head swims will the often contradictory information ( disinformation) coming in. That is part of why I comment less here these days. I have my hands full with that, just on Cu.
All IMVHO.
Ann: Altech - Investor Presentation, page-51
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