Media Coverage Relevant to AJM, offtake partners and major holders, page-96

Hi all ... FWIW there is a mention of major holder, Shanshan, (19.4%) in this Korean news story from February 7, 2020

The story says consolidation in the industry has led to Samsung looking to form a strategic partnership with current  supplier, Korean cathode battery manufacturer ECOPRO BM, and notes there are not so many opportunities out there...
...  “It is heard that they are looking to secure a production capacity of 50,000 tons of cathode materials per year...”.

Here’s  the link and relevant excerpt:
http://english.etnews.com/20200207200001

... “Because there is only a handful number of cathode material manufacturers globally, battery manufacturers are actively looking to partner up with cathode material manufacturers.
POSCO Chemical, ECOPRO BM, and L&F are the major South Korean cathode material manufacturers. Sumitomo and Nichia are the major Japanese cathode material manufacturers while Shanshan is the major Chinese cathode material manufacturer.

“Battery manufacturers and battery material manufacturers are starting to form partnerships in order for battery manufacturers to supply orders of electric vehicle batteries that they have obtained.” said Kim Byung-joo of who is the CEO of a market research company called EV-Volumes for South Korea and Japan.
“Because there can be a financial burden for battery manufacturers to directly invest in battery material manufacturers, some of them are looking to invest in extension of facilities of battery material manufacturers.”....