Interesting break from current tech looking at higher quantity but lower % silicon volumes, even more so in recent 12 months with metal price. The lower grade lower price silicon seems key.
Question will be can they get the price, performance and marketing right with this product.
Synic may look at graphite required, blend ratio and performance and see a certain non technical driver for TLG with this product.
Nothing for the ordinary investor to hang their hat on.
Ann: Talga silicon anode demand drives progress, page-25
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