Hard to see any significant market share achievable for this cell chemistry. NCA and NCM cells set to dominate for at least next 5 years or so. Look where the big capital investments taking place from established companies.
Take POSCO for instance, yesterday announced huge scale-up in their cathode subsid's NCM material manufacturing.
https://www.electrive.com/2018/05/31/posco-to-construct-2nd-cathode-factory-in-korea/
A useful primer for those interested in wider anode/cathode materials market available at:
https://www.miraeassetdaewoo.com/bbs/download/2047240.pdf?attachmentId=2047240
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