Yeah, Samsung SDI need anode materials now.
Kore are going to need a few thousand tonnes in a few years.
Sanyo, well, I am guessing that is going to be huge when/if that comes to a supply agreement.
It was only 12 months ago we got both Samsung SDI and Sanyo publicly announced.
Can still see an out of the blue announcement with any supplier
Ann: Corporate Update, page-37
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