Last time I looked at Sila they had only put 7% Silicon into their anodes and received close to $600M USD. So we are knocking on the door of an anode with 70% Silicon and to date not landed a commercial deal. I would suggest that with the huge push for electrification of transport and the loss of rare earths from countries like Russia etc our technology will have a home with some of the big guys pretty soon. What are their other options at the present? I wonder what Connor Marley and our new Chair are working on at present. Would love to be a fly on the wall.....
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