LFP battery/Phosphate news, page-292

yeah I’m looking more to the near future too (next 2-4months or so) as the finalisation and certainty of AEV entering as an LFP player comes clearer to the market, longer term as they start making money off this, the sky is the limit.

I’ve been looking into Nano One a bit more and it’s become apparent to me that Nano One is very speculative compared to AEV and we may in fact outpace them to market and volume, they’re expecting a trial of their novel process to turnover 2,400TPA taking between 2023/25 to finalise; where as we are using a well established process to scale up from 5000-10,000 TPA in 2023/24 and up to 30,000 by 2025. We could be well ahead of them… near term 25c should be very possible on a comparative basis

I also like that NanoOne has backing from rio, Volkswagen and other OEMs even as a more speculative LFP process

https://nanoone.ca/investors/presentations/