Gumleaf, T'Day & Wes....I think you have nailed it!
December 2020 PPK Presentation
PPK announce a number of "intellectual property licensing agreements"- including one with Panasonic.
A Post on Hot Copper (sorry cannot recall who posted, maybe T'Day) links Toyota to Li-S Battery and Deakin technology.
February 3 2021 Article......as noted by T'Day
https://insideevs.com/news/396504/toyota-panasonic-jv-automotive-prismatic-batteries/At the completion of the article read section under "Business"
Toyota and Panasonic were expected to jointly develop and produce EV batteries for quite some time now, as the upcoming joint venture was hinted at back in 2019.insideevs.com
Business
- Development, manufacture, and sales of high-capacity and high-output automotive prismatic lithium-ion batteries
- Development, manufacture, and sales of automotive solid-state batteries
- Development, manufacture, and sales of next-generation automotive batteries other than those mentioned above (including batteries based on new principles)
- Ancillary and other operations related to the above
And as Gumleaf has pointed out PPK, LiS-Energy and Deakin are the only providers of a "solid state battery".
To state the obvious, I think SP is in for a re-rate. $10 would be discounted on the back of this information.
And when a contract is signed you could write your own number!
DYOR IMO
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