Thanks for the video. Not sure if you are here to down ramp as a NVX holder, but I see nothing but positivity in this for the Lithium Sulfur story with lots of press now picking it up as an actual viable option alongside SSB.
The only real space I see Lyten having an advantage is their “made in USA” moat which will help with USA based OEM - I think as stated in other articles that they have a number of issues still to solve and it will be interesting to see how “scalable” specifically tuned 3D grapheme can be.
There are actually a small number of innovative companies around the world that are chasing the next gen battery goal. Just like the gaming space, there is room for Nintendo, Sony, Microsoft and PC and Mobile games to all co-exist and remain extremely profitable.
With regard to costs, the Lyten ceo said “parity with ICE” and that in the future it will be below. I know how much sulfur costs, it isn’t much.
Thanks for the video. Not sure if you are here to down ramp as a...
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