It's been about ~2 months since this update from the Quarterly on the 2 new customers starting graphite evaluation. I am anticipating there might be an update coming on this front in the near term. It would be good to learn the names of these 2 companies as both seem to be heavyweights.
I've been throwing some names around as to who they may be, but keen to hear any thoughts others might have?
e.g.
- Freyr or Enersys for NASDAQ listed companies
- CATL or BYD for Global battery producer with > 30GWh production capacity.
https://history-computer.com/10-largest-and-most-important-battery-companies-in-the-world/
https://money.usnews.com/investing/stock-market-news/articles/top-ev-stocks-and-battery-companies
It's been about ~2 months since this update from the Quarterly...
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