TLG - Media, page-6052

HC butchered the formatting of my last post...

"We are seeing really strong demand in drones, VTOL, and also grid storage."

— Mark Thompson at the Share Cafe Hidden Gems webinar.

I was waiting to see if MT would like the Northvolt tweet about Project ELIS. But he did make this tweet last month: https://twitter.com/dinosaurman1/status/1422477801723031556. There have been quite a few tweets about Porsche too. I think there has to be a Talnode Porsche Taycan in the works. If Talnode-C is superior on a performance basis, which we can infer by Mark saying that customers think Talnode-C is actually a "high-quality Japanese synthetic" (I believe he said this in one of the investor presentations last year). And also if there is a potential premium on a greener product (Share Cafe webinar). Then, I would say we may see Talnode-C sold for a premium in higher-end models such as the Taycan as these models can absorb the cost more.

Finally, in other news, we have: Investors stampede mining's electrification frenzy. A handful of mentions for nickel, copper, cobalt. A whopping 28 mentions of lithium. But no mention of graphite or anodes. Somewhat surprising if you consider the run Novonix has been on too.