https://youtu.be/9RGZ5EWvHcE?si=jMoHEzFfYm4kfLBe
I understood listening to this one why the 362 mAh/g we achieved. It's about the crystalinity of the natural graphite. Looks like the quality of Burke is quite decent. It can't be improved as it is inherent to the resource nature but it is good enough for battery grade.
the explanation by NCG CEO is very technical and sound. Pros and cons of natty vs synthetic graphite.
being in bed with Novonix adds a huge plus to the project and the calibre of offtakers this project will yield with their connections.
looks like anode manufacturers use both a mix a synthetic and natural to get both benefits.
I will personally invest as well into Axon when it's offered. It will be Renascor 2.0 and probably higher quality end product, clearly tapping into western and east markets.
Ann: Merger & IPO Spin-Out of LEL and NVX Natural Graphite Assets, page-57
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