Media Reports, page-3376

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JRSelvedge

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20/02/24

14:51

Post #: 72500791
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Originally posted by Transcender: ↑

Having been a shareholder here for 7 or 8 years, and without wanting to burst anybodies bubble, and this applies to the other graphite " producers to be" as well, however long you think it is going to be before you are making actual revenue, it will be longer.
You don't get to dig it out of the ground and then go, here you are.
All graphite is different, different qualities, imperfections, impurities.
It has to be qualified. Tested. Real life situation.
Active anode, build a car, put the anode in and then test it the way they have to test everything else.
Syrah took years with their graphite.
The active anode still needs to be supplied to end users, then tested to see if it meets requirements.
Don't think you will see any real revenue this year IMO.
That equals another difficult year of cash burn for SYR
It also means the other wannabes, whenever you think you are going to have revenue, add 2-3 years at least.
If SYR cant make it work, unlikely too many others will succeed either!
Understand nobody will want to listen, even some of the companies involved say as much, and still people ignore it.

From Syrah
"Active anode material is not homogenous. This material requires a high level of processing expertise and extensive qualification processes with customers prior to commercial arrangements and consumption in battery cell manufacturing. The full qualification process for active anode material can take as long as two years."

Tanzanian graphite producer
"Complicating matters is the long qualification process graphite companies go through to ensure their product stacks up to battery makers’ needs and demands, meaning graphite supply will not just be a plug and play solution."
“The elephant in the room is from our experience it’s taken us five years from start to qualification with one customer,”

Expand

Conversely - once a battery manufacturer has qualified “our” AAM it means they would be unlikely to switch to any other supplier as they would need to start the whole qualification process from scratch…

Win win…

DYOR IMO

SYR Price at posting: 62.5¢ Sentiment: Buy Disclosure: Held
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