@J6TRADER

@Mith_ @anonimook555 @StreislandFX Let’s go Phase II!!!!

@j6trader @anonimook555 @StreislandFX They could survive on just black mass, but the recycling vertical would just be a dead end with really no prospects, i.e., clients for expansion, without battery grade.

This is interesting and also very speculative, so take it with a grain of salt. A resident of the Tinfoil Hat and Mayonnaise Society keeps an eye on shipments from overseas for $ABAT this is the same investor that caught the shipment that had membrane equipment last year. This time he found one from a few months back from a company called Ferrum Poland, and listed was a pusher centrifuge along with what look like tools for its maintenance. What is that? A pusher centrifuge continuously separates solids from liquids, spinning the mixture at high speed to force the liquid through a sieve while mechanically pushing the dewatered solid cake out the other end. They are standard equipment in fertilizer, salt, and chemical production, anywhere you need to continuously dewater crystallized solids at high throughput with consistent residual moisture in the product. In lithium-ion battery recycling they are used in the final stages of battery grade production to dewater crystallized sulfates and hydroxides before drying. The shipment lists the weight at 1,220kg, consistent with a single PM-23 at 800kg plus maintenance tools and ancillary components. However, the listing also describes 3 packages as LAC, loose articles on pallets, which is standard freight terminology for items shipped unsecured directly on pallets rather than boxed or crated. This could mean that they shipped 3 centrifuges and not one. We do not know for certain. Either way, $ABAT has at least one piece of equipment that belongs at the end of Phase 2, specifically the stage needed to produce battery grade metal sulfates or lithium hydroxide monohydrate. Also for those wondering, this unit seems small but the facility is rated at 20,000 TPA of feedstock. Only about 40% of that is actually converted into black mass, the rest is low value materials like foils and steel casings which are separated in Phase 1. The PM-23 is sized about right for the flow they would need for any of the battery grade components.

@Mith_ @anonimook555 @StreislandFX Thanks as always Mith. Dire for just the recycling aspect? The new equipment you noted earlier seems promising.

In order to answer that we have to look at why Li-Cycle went under. They tried to establish a first mover position in an industry that was really not even an industry outside of China. The companies that are around now, like $ABAT, pulled back and pivoted away from building for future feedstock supply and focused on current supply. Li-Cycle’s mistake can be seen in them spending capital on black mass production sites instead of moving forward with what is truly needed: battery grade. And this is where companies like $ABAT still have the Sword of Damocles hanging over their head. Black mass production, while vital, is currently in overcapacity globally. There is an addendum to that however: high quality black mass is in a deficit, which is why companies in Asia are looking at getting their hands on all the black mass they can, purifying it, and then exporting to China, who just recently changed their import regulations to allow the import of black mass. $ABAT has a process to produce high quality low impurity black mass, but if they do not get to the point where they can then convert that to battery grade, and I have said this a couple times, if they are not at least commissioning systems for battery grade by the end of the year things are going to look dire for them.

@LibTearCreator1 #BRAVO BRANDON!!!

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Dear @abt_company , I have been peering into the short interest of your stock for a month. Is there anything else I can peer into regarding your company? TIA $ABAT

How about this. Gavin Newsom just Vetoes a bill to find out where Billions went. 20 Billion, he just doesn’t want to be held accountable because he is so Corrupt!

Too quiet… $ABAT

$ABAT COO Steve Wu got paid. OF COURSE THE INSIDER SELL FOLKS USE IT. 60 more days to operational news?

@DB_6556 @alwayslearni Yes! Plus other recovered stuff!

@j6trader @alwayslearni The perpetual cycle can almost be looked at as a Never Ending Lithium Mine.

$ABAT?

$MVST trading at less than 2x Yearly Revenues seems a little off. Zero guidance also stinks. I hope they get bought out immediately for $2/ share.

Kick in the balls for the quarter. $MVST Only thing that saves this is a great call.

So they did a power shake. $MVST UNLESS, of course, someone saw the PR, and it isn’t so good.

@lzbobr Electric military vehicles, correct?

$MVST earnings today and WSB just dropped a forensic DD connecting Microvast to an Oshkosh JV deal. Battery factory in Tennessee, insider equity grants on Friday, 28M shares short. If the thesis hits, shorts are cooked. stocklink.us

Alrighty then!!! POWER HOUR?!? $MVST

@alwayslearni Imagine the number of batteries that will need to be recycled between now and 5 years? A perpetual cycle that $ABAT will profit from. Nevermind one of the largest lithium mines in the USA to feed the loop!!!

@j6trader Oh looks like I misread it ..

@alwayslearni See Starplus energy. A private venture between Stelantis and Samsung.

@j6trader True… could it be EOSE?

@alwayslearni I wish I knew. I am in Microvast $MVST

@Mariya65536 Did you see the export numbers? Also, guidance is going to be very important. As data centers are built, the power is extremely important. That’s what I am betting on. #BESS

$MVST 決算明日じゃないの？上げすぎ、そんなアツい決算なのかしら？

This should be good for the battery realm. $MVST $ABAT

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