JB solid as usual. No questions on the ore business though?
I'm probably wrong as usual, but LMNO, which is what Svolt is already mass production for over a year, still has not taken off, with LFP increasing market share month after month. Zero risk of fire seems to be the safest bet for car manufacturers.
previous presentations were talking about 300,000 tn demand for HPMSM.... but can someone clever estimate future demand on 50% market share of LFP (using 70kg of HPMSM per 100kg of battery), that looks like where things are going.
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| Last trade - 14.48pm 24/06/2025 (20 minute delay) ? |
| E25 (ASX) Chart |