News Releases Covered Include: November 30th, 2021: Global Patent Application Filed for Graphene Aluminium-Ion Battery Technology December 9th, 2021: GMG Commences Graphene Aluminium-Ion Battery Plant Operations December 22nd, 2021: Graphene Aluminium-Ion Battery Prototypes Sent to Customers for Testing and Evaluation
AlCircle: With the G+AI batteries already sent to the customers for testing, what are your anticipations or expectations about it?
Mr Craig Nicol: Anticipations on customer feedback are amongst other items focused on their response on the G+AI battery charging and discharging cycle ? as it is so fast and not like lithium and this changes the paradigm on how these batteries can be used and therefore there are expected wider applications.
AlCircle: How do you think, the customers are going to take it up?
Mr Craig Nicol: Generally Customers are quite excited about how they can use this new technology ? but also looking to see the limitations and how these will work within potential applications ? existing and new. Overall we have had quite high demand and expectations from customers for testing and we look forward to their response.
Persönliche Einschätzung: Grundsolide Präsentation Inhaltlich spannend da mehr ins Detail gegangen wurde Coin Cell Prototypen bei potentiellen Kunden: GMG erhält positives Feedback. Spannend ist hier dass die Kunden die Anforderung an die Coin Cell definieren und GMG spezifisch pro Kunde diese erstellt. Hier gibt es wohl immer wieder Anpassungen hinsichtlich Anwendungsgebiete.
Spannend fand ich die Aussage zum Thema Skalierung: Es ist wohl so, dass GMG dieselben Komponenten / Module zur Produktion von GMG Coin Cells nutzen kann wie die die für Lithium Batterien verwendet werden
Zusammenarbeit mit Bosch: Es gibt wohl weltweit ca. 40 Unternehmen die in der Lage sind solche Anlagen zu bauen, laut GMG hat es eine wichtige Bedeutung dass Bosch dies mit GMG umsetzen wird
Pouch Cells: Aussage dass diese für EV genutzt werden können wurde bestätigt Pouch Cells: Bau der Prototyp Anlage bis Mitte 2022 (Juni ist angepeilt)
Some notes of the webinar Cash position remains strong at $14 million, with $13 million in derivatives if the holders exercise them. Significant revenue on the horizon, but that remains the pursuit of the Thermal-XR team at GMG; Currently in conversations with OEM providers. "GMG is about 30 people" not a big team, yet. "Need to increase (size) to deliver on commitments to large companies." The battery team at GMG has made strides and it was seen that the Pouch pack prototype plant has quietly moved up in schedule to June of this year more or less. Significant timeline acceleration there as it was previously expected toward the end of 2022. Internal testing show prototypes have high area capacity vs lithium ion batteries, One large customer has said, indeed, that the volume equivalent capacity of the battery is quite high vs lithium batteries, "Clearest feedback would be a battery contract" Suggesting something?.. Brings forward a good point, if the feedback is good, there will be a contract rather than a vague announcement of expected feedback. "Personal electronics are biggest market right now" "House and grid storage and aviation is another market, 10 aviation companies talking to us" "I have been told, eventually people will just come and say, "I will design my product around your battery" "..There was a picture of medium-grade graphene and high-grade graphene, Craig said the medium grade graphene byproduct is perfect for grid storage and applications where density isn't terribly important, but the high grade graphene will work perfectly with manufacturing high-density batteries for continuation of this battery tech. The medium grade graphene batteries alone are "an enormous business opportunity" "engaging some of the world's biggest battery buyers" In terms of compatibility with existing power grid, the amperage and can be solved with a bigger cable. Your phone will need a bigger cable for the amperage, but EV cables should be able to handle the amps, as is. Regarding Thermal-XR: "Thermal-XR data has shown us that its a high performing product that can save a lot of energy in many climates" 10% savings on a brand new air conditioner. Performance range data has shown a 5%-60% performance increase in a range of AC products. Common denominator for the lower end of the performance is bottlenecking of the AC itself, such as the evaporator, condenser and cooling fins, etc. Big ac producers will "chase that 10% and open another market for us" as appropriate. Unfortunately, time favours the patient here. Big things are coming eventually for this branch though, it sounds. Regarding GMG's Graphene: The production cost of GMG graphene is near that of the cost to purchase graphite itself, in the components of methane, electricity and labour. But at same time being highest quality. "Once you've got repeatable graphene, the process to scale up, people will be surprised of how quick we can bring this to market" "No supply chain issues, no natural gas price hikes in Australia "unlike other countries which see volatile natural gas prices. "WHEN we are a big battery company we WILL be a hydrogen producer" although this is not a priority, it shows what scale the management is seeking.. Casually seeking a graphene supplier for a plug and play solution to bring the batteries to market faster, ideally without the expenditure of scaling up their own graphene production, or maybe doing that at the same time if ideal circumstances are provided. "Want to come out with some supply chain partners in 2022." Over 100 inquiries during the meeting, will have a follow-up as there were too many and will need to be addressed in the coming weeks in another meeting. Presentation (timestamped to quotes below) "We'll bring this (G+AL batteries) to scale with companies that are already at scale, and we will be basically surrounded by companies who can lift us through to scaling faster." "We put together these very large multi-billion dollar value chains at a previous company (Shell) and that's what we're trying to do here." "We're going to plug us in as best as we can with supply chains that can operate at scale, rather than trying to learn it ourselves or work with smaller companies."
Es hat gestern ein webinar stattgefunden "Graphene in Energy Storage Applications" ....die dort geteilten Informationen scheinen wohl auf Interesse gestoßen sein...
Graphene Manufacturing Group GrapheneMG
9. Feb. Craig Nicol discusses the 4 key activities that GMG is focusing on currently: Customer & Industry Partner Engagement Battery Pilot Plant Development Revenue from THERMAL Battery-Grade #Graphene Production & Tuning
Mein Eindruck: Der Kurs wurde nach Bekanntgabe der Prototypenprüfung gedrückt. Es wurde aggressiv eingesammelt. Das Unternehmen hat eine echte Energie Innovation erstellt. Es gibt nicht viele Aktien. Das Ergebnis sind jetzt schon wetteifernde Investoren.
Dies ist eine Vermutung, die mir der Chart signalisieren möchte. Keine Empfehlung zum Kauf?.