All indicators seem to suggest FREYR. There is some excitement...

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Vaughan94

54 Posts.

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13/12/23

12:25

Post #: 71424179
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Originally posted by nkat2007: ↑

Reading up on Freyr's recent news-flow, they have completely changed strategy, moving away from the Giga Artic project in Norway and focusing fully on their Giga America project in the USA. This is because the US Government, are providing significant incentivization and cost-saving through the Inflation Reduction Act, which Europe/Norway are not doing.

Providing some links below for anyone interested in reading further.

Needless to say, should Volt tie up with FREYR to supply their battery anode graphite, this would be a big result. From a financial perspective, this could mean a potential $USD30m revenue p/a (4000tpa x ~U$7500/t). And reputationally being a supplier to a progressive lithium ion battery developer in FREYR, using revolutionary 24M technology, would begin to put Volt on the map in the USA.

Something like this would also enhance probabilities of USA Grant funding, and winning additional contracts e.g Volt supplying graphite to US DoD.

All of the above, in my view, would build a stronger case for securing funding and development of Bunyu, which is one of 3-4 assets globally which could supply graphite for the next 20-30 years.

@r3s0urc3,@mrwalker @possum2 @Vaughan94 what's your take on this?

https://www.energy-storage.news/us-doe-launches-us3-5-billion-funding-opportunity-for-battery-manufacturing/https://www.highnorthnews.com/en/freyr-battery-termination-process-already-progress
https://www.highnorthnews.com/en/freyr-battery-ventures-us-delays-norway
https://s27.q4cdn.com/476984837/files/doc_financials/2023/q3/FINAL-PDF-3Q-2023-Earnings-MASTER-FINAL.pdf

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All indicators seem to suggest FREYR.

There is some excitement building about Volts potential. It’ll be interesting to watch how it trades over the Christmas period.

Considering all the existing offtake agreements, and the potential agreements that are currently on the negotiating table, I’m thinking volts partners are going to be screaming out for more graphite than volt can supply with zava and stage one alone.

Very happy with what PC has in store for 2024. His achievements in his first year as CEO aren’t to be overlooked.

Still expecting an announcement on Zavas production in coming days.

Enjoy your Christmas break everyone!

VRC Price at posting: 0.8¢ Sentiment: Buy Disclosure: Held
22 Upvote

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All indicators seem to suggest FREYR. There is some excitement...

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All indicators seem to suggest FREYR. There is some excitement...

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Liontown's first spodumene shipment to leave Kathleen Valley this month – but prices far from 2022

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