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19/09/20

18:19

Post #: 47475373
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Originally posted by Blue swims: ↑

Another top post GE. To just let people know a little detail. The cathode ( positive electrode) pictured there is the polycrystalline, not the single crystal. You can tell because of the size.
It’s pictured with comment of ‘high nickel and cobalt free materials’ so in context it looks like they might’ve accomplished that. And if they’re achieved that in a polycrystalline cathode then they’d be trialling it on single crystal you’d think.
It might also mean that rather than a NCM532, or a NCM622 compound that they might have even produced a NCM811 ( in polycrystalline at least).
The numbers refer the the ratio out of 10 of the cathode , in order . So a NCM811 the Ni would be 8/10 parts ,the Co 1/10 ,the Mn 1/10. (NCA the same idea).
Apart from higher capacity improvements ,because the DPMG can use Class 2 Ni ( lower grade). It would leverage that cost advantage because they’d be using more of it in their cathode.
If they’ve removed the cobalt of course it’s a different compound NM? 532,622,811?That would also reduce the cost but also the environmental/ political issues of mining cobalt.

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Novonix initially filed a patent on polycrystaline DPMG, but when they saw Pr Jeff Dahn's results with Single Crystal Cathode, they followed suit but applied their DPMG manufacturing process...they made that breakthrough announcement on the 9th of June and Novonix's share price rose by 76% in a day.

There are definitely a lot of similarities between what Teala is saying and what Novonix is saying with battery chemistry breakthroughs....

Tesla 1. Silicon Infused Graphite increasing the energy density of the battery, without damaging its lifespan. (From 4min mark in this Tesla Daily Video) The higher the silicon percentage, the higher the energy density and hence Range on a single charge.

Tesla 2. Reduction and elimination of Cobolt from the Cathode (From the 4min 55sec) of the Tesla Daily video.

Novonix 1: Silicon Infused PUREGraphite from the 13min 45sec mark of this Novonix Morgans presentation.

"already with the Dalhousie relationship we have already filed our first patent silicon infused graphite..."

Novonix 2: Cobolt Free materials

When the current MOU with Sanyo/Panasonic for Tesla is converted into a Supply Agreement, we will see new all time highs for Novonix's share price.

NVX Price at posting: $1.80 Sentiment: Buy Disclosure: Held
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