I got a bit confused by this, as I initially thought it was new news, so went back and checked the announcements. So stick with me as I step through this, for probably nobody's benefit except my own!
* 16th Jan (VHD Pilot Plant Exceeds Industry Benchmarks on First Run) lists the following next steps:
* Then checking the announcement 24th Jan (GCM East Coast Investor Roadshow Presentation), the 617 W/m.k number was listed as below, for the first time as far as I could tell:
So it seems the testing was done, and the results were lumped together into the Roadshow deck, vs getting a stand alone announcement..
Then we got these next steps from the 17th Feb announcement (VHD Technology - Thermal Performance Breakthrough):
So it seems we are waiting on confirmation of this 617 W/m.k number.
A best in class number, and in the space we are playing in, provides us with an undoubted commercial advantage.
Finally, regarding discussions today about Pyrolytic Graphite (PG), I see it as a benchmark only (and a pretty good one), as a ChatGPT response I got outlines the clear benefits of VHD Graphite to PG.
I could post it, but I'm probably testing the patience of everyone with this as it is! If anyone wants me to post it, let me know.
GCM Price at posting:
1.3¢ Sentiment: Buy Disclosure: Held
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(20min delay)