Good pickup Sy8
Looks like NVX have recently introduced a new coated particle mix which seems to significantly outperform the other measured commercial cathode alternatives at 400 cycles. That was an innovation that Dr Burns alluded to on initial development radar when DPMG was first launched.
Hmm, so let me get this straight,
NVX cathode is better tech and clearly outperforms other single crystal cathodes (current best tech available) to provide longer cycle life
Can be scaled for 30% less CAPEX
Reduces non-material costs by 50%
Can use a wider variety of input materials including cheaper and more abundant oxides
Is more environmentally friendly, significantly reducing water consumption and basically eliminating harmful pollutants
Can be built in North America and leverage IRA tax credits. Maybe even in the running for another cheeky DOE grant
From a company with relationships to all the Tier 1 battery makers
In a market that every battery needs and could be worth 100 billion plus by 2030
And currently accounts for about $0 in NVX current market cap
Holy shit
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