Just in case it is of interest to anyone, I mentioned before that the one thing I was really hoping to see would be some indication from the company of where they stand in regards to actual BNNT production costs per Kg, and regarding the Li-S battery - how much BNNT is required. I believe this company has a huge future regardless, but without that info, it is hard for me to get a feeling of how far Li-S is from real commercial viability... I'm sure progress will still be made on the economics of production and we know they can produce BNNT far cheaper than anyone else... but how that translates into viable specific applications and how soon they can be expected to be a source of revenue is another story...
I (as more of a trader in general than an investor, very uncharacteristically) pro-actively reached out to PKK in an email the other day asking if we could expect at any time in the near future even rough figures regarding the above unknowns.
The reply was that given the "amazing" and "cutting-edge" nature of the material "it is critical that the company is very careful in terms of what and how it provides information in relation to it", and that such info"needs to be treated as commercially sensitive and confidential and can't be released."
Did not really expect too much else, and especially if the company plans to sell any BNNT at extremely profitable margins, I can understand why this would be kept confidential. Was still hoping for an indication we might get something a little more useful for financial modeling... I am very happy to be holding this long term, especially given my entry, but being a trader more than an investor, it is challenging for me to increase my holdings (as tempted as I am) without some more clarity on numbers or another decent duration consolidation (and ideally a chart pattern)...
EGP capital said: " We believe they will be able to bring the production cost below $50 per gram or $50k per kg". Would love to know how they got those numbers and there is a huge difference between the two in terms of viable applications...
Does anyone know what other direct major costs could be involved in BNNT production other than the modules & electricity?
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