From some of the convo's that fly around my gym , it seems SA is still the go to place for quantity..
Foss what's with sudden interest in Graph ?
If you ask the HZR crew, they would say HZR will produce the worlds batter graph needs
I don't mind the sector but i feel like these mining cos's will need a boost with other assets as it can be very expensive to start a mine on medioca results.
One fear i have is that silicon is starting to make some serious noise as replacement in anode's , one company is doing an IPO for a silicon Li battery
Heres one link quoting Musk:
During a conference call, Musk told reporters that “it is, actually, as a result of improved cell chemistry. We’re shifting the cell chemistry for the upgraded pack to partially use silicon in the anode. This is just sort of a baby step in the direction of using silicon in the anode.
We’re still primarily using synthetic graphite, but over time we’ll be using increasing amounts of silicon in the anode.
https://chargedevs.com/features/tes...y-a-closer-look-at-silicon-anode-development/
I've got heaps more links on silicon battery if like but that's why i'm saying it's safer to go with a stock that has a few things rather then just Graph.
