Reflecting further on the AGM presentation, I can see a rationale in vertical integration of a graphite resource and development of anode materials for battery technology, in order to value-add.
What I find harder to understand is how development of an in-house anode manufacturing capability does not create a conflict of interest with clients of the battery testing part of the business?
Are the battery manufacturers mentioned not giving their best and latest battery designs to a highly specialized testing business, which at the same time is effectively developing its own in-house battery technology and therefore is a direct competitor to these battery companies?
Can someone with more knowledge of the NVX business please explain to me how this works?
Reflecting further on the AGM presentation, I can see a...
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