pros and cons, disappointing interview to much time on the graphite market compared to company specific’s. we want to know about nvx, we know demand is massive. capital raise. they are going to spend a shit load of money costs are higher but we need to scale fast. . pros. once graphite is produced and certified demand is huge. scale could be a bigger but a lot money needed . technology with phillips 66 is ahead of the curve. collaboration could be a game changer. the right product right time i think they just need more cash to go big fast once product is certified. lots of major holders want the same result and they will have a big say trust the st baker innovation fund. There will be dilution i think
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