Ann: Commercialisation Milestone, page-116

One is pretty straight the other has been hanging around the Cheech & Chong icecream truck.

One is lower percentage silicon content as anode material (think under 20% silicon and the rest made up of other materials graphite etc) and where most big players are still stuck trying to work out how to control silicon degradation at even this low level and no one is yet to scale in significant volume commercially. The other is high silicon content (70%+ silicon vs other materials in the anode so much cheaper and much, much higher energy density so inherently smaller and lighter) and hasn’t been done or figured out commercially by anyone……...yet.

Will be interesting to see what Manuel has to talk about in the US next week.

GLTA…