Member Info for ghin

I'm always happy when weak hands sell. It does wonders with the mid term valuation.

Just kidding, right? :)

Not enough spades in the ground would simply make electro mobility unviable.

No, it's a tweet.

Or not. We'll see.

Just a Trojan post. Has nothing to do with emh. Don't engage :)

Found it, thanks!

Hello,

I've done a bit of scouting and came across this company. I've read a bit, and there's a massive amount of decent conversation going on here, however the current activities are pretty diverse and I find it difficult to get an accurate overview. I'm trying to get a clear picture of the prospects, risks and fair value here.

I would really appreciate - and I guess I speak on behalf of other newcomers as well - if someone pointed me to some comprehensive and recent investor materials. Summaries and opinions are of course also welcome. Thanks!

Potentially - and also buses, boats, etc. However, biofuels, hydrogen, and LNG are also in play for those applications. In any case, I don't think there is a significant overlap of markets with Li.

*low performance EVs

Reasonable for power industry applications, data center APCs and maybe later performance EVs.

As electro mobility matures - and especially when solid state batteries become commercially available - I expect people's expectation of reasonable performance to increase.

TLDR; both have a place in the world for different applications; high volumetric energy density inherently favours Li+. Li+ is at least a decade ahead in maturity for commercial use.

https://pubs.acs.org/doi/10.1021/acsenergylett.0c02181#

;)

Sodium offers a significantly lower energy density per kilogramm (and litre). Only viable as a grid storage, and forklifts, etc.