Godt valg.. .nå eksploderer vi snart oppover.

Sila har delt ett intervju med Gene Berdichevsky, grunnlegger og CEO Sila Nanotechnologies.

https://www.greenbiz.com/article/these-entrepreneurs-are-staying-grounded-climate-tech-soars

https://www.tradingview.com/x/Jn2sgBVL/

Skulle egentlig litt lengre ned... spennende se når den krysses i dag... men krysses skal den ;)

Kan du forklare dette ytterligere? Slik jeg tolker det så var vi ikke nede å testet den tekniske støtten. Og det er vel heller ikke noe vi må?

https://www.tradingview.com/x/Jn2sgBVL/

Alle RSI grafer ligger der de skal være i rekyl modus :-))

Må ikke men mest naturlig hvis du ser grafen som er tegnet og for å få ned verdiene, og som du ser helheten, treffer vi bunn så skjer det jo hver gang at vi får en heftig rekyl etterpå ;) Derfor der vi akkurat ligger nå, gjør det ingenting om vi faller til 18.5 eller noe under, når vi ser på hva som bruker å skje i etterkant... kraftig rekyl 3-5 kroner rett etterpå.

Men må ikke, den kan gi rekyl herifra også, men tviler på den går så høyt da og faller igjen. Derfor er det bedre en faller ferdig i dag, få lave rsi og stochastic verdier, så går det fort oppover ;)

Here’s a show for you… Sila Nanotechnologies' Gene Berdichevsky: “The million-mile battery” episode of Danny In The Valley
https://open.spotify.com/episode/00rekSVemPyfsnszOdUJmy?si=fXOnZfNDQP64aqzo5swyOg

Anbefaler denne. Kunnskap

tolket din graf og la inn kjøp på 18.7 , 5000 aksjer i tillegg til de jeg har, funger fint å følge grafen , gradvis stigende trend, fint for meg

Thx, alle bør høre denne :)

Utrolig bra og viser seg hvor stort dette egentlig er. Markedet har ikke fått med seg noenting og priser den til latterlige 19 kr potensiale og det fundamentale i denne er så mye mye større:))

Så slik at alle skal få vite hva konsekvensen av Sila sin produksjon kan bety.
Hvem kan forsyne Sila med råstoffet? I hele verden?
Noen med litt tyngde og kunnskap kan gjerne svare på dette slik at det blir riktig :)

Må må bygge et par fabrikker til:))

Jeg blir bare mer og mer sikker på at vi får avklaring om ML under Q4 presentasjonen pluss garantert noen ekstremt positive overaskelser

Det blir hvertfall litt skiftarbeid :)

Hehe uansett er helt utrolig at markedet er passive til nyheter/meldinger vi nå kan få når som helst:)

Kan det ha noe med å gjøre at noen av de store skal/må/vil posisjonere seg først? Vi så jo alle galskapen igår. Bare tenk dere til NÅR det kommer melding. Da må man feste selene!

Det er det vi venter på børsmelding å fakta så det kan ta av skikkelig. Ikke pump og dump... . Heller ikke lusne 21,40 :)) vi forventer mye bedre enn dette:))

Alle som selger noe med batteri vil bytte ut dagens elendige batteri med batteri med Silas nye. Gjør de ikke det vil de ikke selge noe lenger så dette tvinger seg frem hos alle som lager noe med batteri i seg. Ikke er det noe dyrere for de heller etter hva jeg har forstått så skiftet er en no-brainer.

@BadRobot

Korrekt. Revolusjonen starter først med små consumer electronics, som smart klokker og ørepropper, deretter blir det el-biler.
Dagens batterier har ikke blitt noe bedre på mange år. Man har bare lagd større og større batterier... Ny teknologi må til.

Ja, helvetes obligatorisk!

Sila produserer allerede Si-anoder i California.

Sila sier de skal bygge en giga-fabrikk i enten Canada, Mexico eller USA.

The company has a factory in Alameda, California, producing battery materials that will be shipped in small consumer electronics devices, such as fitness trackers, wireless earbuds and smart trackers, sometime this year.

The factory, which will be somewhere in North America, will be a 100 gigawatt-hour plant (that's large) that will make its silicon materials for electric vehicle batteries, with the goal to start factory production in 2024.

https://www.greenbiz.com/article/these-entrepreneurs-are-staying-grounded-climate-tech-soars

G14 trenger silangass fra rør i ML, for å kunne produsere batterier til mobiltelefoner i 2023. Sila bruker ikke silangass, og produserer ingenting fra ML.. Det er opplagt, for TT sa dette 23jul2020:

We have offered these companies to utilize our facility. As you understand, let's say, silane is a relatively dangerous and difficult gas to handle. We have all the permits in our Moses Lake facility. So to do pilot test outside of such a facility is relatively costly and expensive and will take time because a lot of permits has to be granted.

begynte nettopp høre på denne :-))

Ok, kan ikke se hva du skriver. Blokkert for lenge siden.

https://en.wikipedia.org/wiki/Lithium%E2%80%93silicon_battery

Blir dette standarden fremover er det vel bare rec som kan levere utenfor Kina?

Sila+ Rec blir større enn det mange her inne tror. Egen verdikjede i USA og Biden. Glemme hele Kina:))Osv Osv.

Moro at hele muppetgjengen mener Sila trenger REC for å produsere batterier. Det er helt feil, men tydligvis priset inn i dagens kurs.

Her kommer kursen til å tryne når det går opp for folk i gamlelandet. Hele US vet at Sila ikke er kunde hos REC. REC-kursen gjorde null utslag over there da nyheten om at G14's konkurrent, Sila, har finansiering til gigafabrikk. I i sterk kontrast til silan-gjengen i G14 har.

Sila som kunde kan bli det største som evt skjer her ... de har tette bånd til Tesla..

https://finansavisen.no/nyheter/industri/2021/01/27/7614795/rec-kan-fa-monsterkunde-i-usa

Må bare poste denne her igjen...
Finnes ingen andre som kan levere til dem hvis de starter opp i stor skala.
Hvor de skal legge fabrikken sin avgjør nok veldig hvrodan det blir å frakte fra moses lake til der de evt setter fabrikken.

Er nok en grunn til de er i dialog med 3 batteri produsenter med samlokasjon til moses lake.

Kom med noe som backer opp det du sier da, “ale vet” jeez.

Patentene Sila Nano har beskriver bruk av Silangass, kjernepatentet er basert på et Kompositt partikkel.

Hvordan lager man dette uten silangass?

Kom med noe saklig.

After years of challenges due to the solar trade war between the US and China, REC Silicon is positioned to turn around the battery industry and become the leading provider of silane gas to the producers of silicon anodes for battery application. A market that is set to grow exponentially as EV manufactures and battery producers scramble to increase efficiency and longevity while at the same time as cutting costs and weight. Some customers of REC today (Sila Nano and Group 14) have managed to overcome this issue by replacing anodes in Lithium-Ion batteries made from graphite carbon with silicon. This improves energy density as silicon can store 10x lithium vs carbon. High purity Silane is the most efficient way of making silicon anodes.

REC is the only producer of silane gas in Europe and USA and has a capacity of 7.000 MT in Butte and 25.000 MT in Moses Lake = 32.000 MT total. Their current production at Butte of around 3k mt gives them a global market share of 70%. Their total capacity can supply 1m electric vehicles. This radically improves the earnings of a company which historically has had the same capacity linked to the oversupplied solar polysilicon market, as the silane gas was used as input in the manufacturing of solar grade polysilicon.

Silangas prices today is around 25 dollars and REC Silicon has a cash cost less than 10 dollars – with its capacity of 32k MT Silan. Assuming, similar 25 USD of prices today we are looking at EBITDA (100% capacity) of 480 MUSD. This comes from already installed capacity (REC has already fully financed the reopenening of Moses Lake). Applying a conservative multiple of 10x EBITDA (100% silan capacity) you get 108 NOK a share (only Moses Lake and Butte).

Bloomberg New Energy Finance (BNEF) estimate a sale of 8.5m EVs in 2025 and 26m a year by 2030. The anodes will probably not entirely be converted to silicon anodes by 2025 but the potential should at least be pretty obvious.

BACKGROUND

REC Silicon is the world’s largest producer of silane gas with its current production out of Butte Montana. Butte, currently has 70% global market share in the silane gas market. In addition to Butte, REC will have a an additional 25k MT capacity per year of silane gas at Moses Lake when it is reopened. Silanegas is the principal material used in the production of polysilicon, and is an essential input material for thin film PV, semiconductors and LCD display manufacturing. REC Silicon also has the world’s largest silane gas ISO module container fleet and is a world leader in other silicon gases – dichlorosilane (DCS), monochlorosilane (MCS), disilane and polysilanes.

The patented, closed-loop silane manufacturing process used by REC Silicon produces consistent, ultra pure silane by conversion of metallurgical grade silicon into trichlorosilane and redistribution/ distillation to silane. The continuous-flow process recycles all hydrogen and chloride materials back to the initial reactors, while continuous distillation steps purify the gas. The entire process is a low waste, low impact and environmentally friendly procedure.

After being in distress for several years as a result of the US-China solar trade war, REC announced two transformational partnerships in October 2020. These two partnerships will enable REC to reopen Moses Lake sometimes during 2022 and maybe as early as end 2021.

Just after announcing the new partnerships, Pareto and Arctic Securities secured appr. 1 billion NOK to recapitalise the company and enable it to restart it Moses Lake operations. The cornerstone investor in this deal was reputable industrial conglomerate Aker ASA (Kjell Inge Røkke) who increased their stake with 300 mnok at nok 10.80 per share, taking their ownership to 24.7%. Aker had earlier in 2020 bought the entire stake from a distressed owner, making Aker the biggest shareholder.

REC has announced that these two partnerships give the Moses Lake facility sufficient production level and visibility for reopening Moses Lake. They have guided for 75% capacity utilization at Moses Lake for 2023 with an EBITDA of 100 musd. In addition to this, they will have 30-50 musd EBITDA at the Butte plant. Adjusted for SG&A, REC will have an EBITDA of around 130musd in 2023 growing to 200 musd (estimate by Pareto) in 2025.

The two partnerships secures the business case until 2025, but at some point in the near future you will see the demand after silane skyrocketing. Bloomberg New Energy Finance (BNEF) estimate a sale of 8.5m EVs in 2025 and 26m a year by 2030. The anodes will probably not entirely be converted to silicon anodes by 2025. Obviously, the need to expand REC’s production capacity will become a theme sooner rather than later, as the demand for silane for the EV battery market grows rapidly. Existing Moses Lake facilities have had an historical cap ex of 1.7 bnUSD, which is close to the current replacement cost today. This translates to a value of 38 NOK a share.

This will probably lead to a capacity expansion. An expansion will make investors value the existing facilities above its replacement cost, and will look to future earnings and growth.

The case stated above is dependent on the presumption that silicon anodes will make its way into batteries, replacing graphite anodes. Here are some reasons why its likely.

SILICON BASED ANODES FOR LITHIUM BATTERIES

To get a deeper understanding of this its strongly recommended to read the white paper of Sila Nanotechnologies written by Gene Berdichevsky, CEO (no7 employee in Tesla) and CTO, Gleb Yushin.

Sila Nanotechnologies will produce silicon anodes for batteries, starting with consumer electronics (rumored to happen in 2021) and then expanding to EVs.

They claim that enhancing the Lithium-ion battery is the only path forward in the foreseeable future (read: next decades) and that battery cost and performance is holding back mass adoption of EVs. Daimler invested 170 musd in the Sila Nanotechnologies early 2019 (1 bn USD valuation) to be a part of the making of next generation Lithium battery.

Here are some other links to articles about Lithium-ion batteries

https://www.bloomberg.com/news/articles/2019-04-03/battery-reality-there-s-nothing-better-than-lithium-ion-coming-soon

…and here more specific on the team and background from Sila Nano

https://www.inc.com/magazine/201904/jeff-bercovici/sila-nanotechnologies-silicon-lithium-ion-battery.html

Unknown to most in the global capital markets and the public in general, Sila Nano is currently a customer of REC Silicon (for smaller quantities of silane gas for Sila’s test production) , but could prove to become a big customer in the future if only fractions of Sila’s predictions come through.

Here is an interview by CNN of the CEO, Gene Berdichevsky.

https://silanano.com//wp-content/uploads/2020/01/gene-berdichevsky-cnni-16-jan-2020-6Mz.mp4?_=1

THE MAIN CHALLENGE WITH SILICON ANODES IS GETTING SOLVED

Anodes in Lithium-ion batteries today is made of graphite. So by replacing some or all of the graphite with silicon, the energy density of the battery is significantly improved (silicon can store 10x the quantity of lithium compared to graphite) reduce weight and cost, unlocks the cathode capacity in the battery (will come back to this) resulting in faster charging and much better longevity.

The main challenge has been that silicon anodes expands up to 3x during charging and then decrease to 1/3 with de-charging. This has broken the battery structure (the surface called SEI) so it will limit the number of charging cycles.

Both Sila Nano and Group14 claim they have fully or partly overcome this huge issue. This is done by packaging the anode inside a material that make the surface not break down during charging and de-charging.

Tesla endorsed silicon as the anode material of the future at their battery day in September 2020. Tesla are already using silicon oxides in their Panasonic battery, and is planning to use metallurgical silicon in the next phase of development. You might say this is a natural path towards next generation silicon anodes. Here is an article from Barrons exploring this with reference to REC customer Group14.

https://www.barrons.com/articles/ev-battery-cathodes-are-getting-better-dont-forget-about-the-anodes-51603105205

There is strong arguments for why next generation batteries for EVs will be using silicon as the main anode material. The use will gradually start to ramp up from 2023, and probably start to accelerate at some point after this.

Let’s go back to the white paper of Sila. They see a growth in the production of batteries from 20 Gwh pre the «EV-era» to 2000 Gwh by 2030 (when they expect about 100mill EVs on the road). This is expected to grow toto 30.000 Gwh by 2050. These figures for demand for battery capacity corresponds to the demand for 2-4 mill tonnes of silicon! Note that Sila expects solid state batteries to mainly be used for some niches areas, and thatsolid state batteries will be irrelevant in the battery market revolution.

Looking only to EV market, we can say something about the size of the market by looking at how much silicone or silane you would need per anode. Numbers range from 30 to 50 kg and its uncertain if this refers to silane or silicon. But if it is silicon the silane numbers are higher (1.4x). If we remember the estimated number of EVs sold per year in 2025 and 2030 (8.5 mill and 26 mill) you get demand figures for silane in 2025 (if this is already 100 percent adopted) between 255.000 and 425.000 metric tonnes. In 2030 the corresponding numbers will be 780.000 mt and 1.300.000 mt. This is mindboggling numbers. Looking at the 1.3 mill mt this is 26x world capacity today (including Moses Lake). And this is expected to happen within the short time frame of only 9 years.

When batteries switch from the use of graphite to silicon anodes, it enables leverage for to other materials to used in the battery cathode and more. Copper and iron

Må bygge ut flere fabrikker for å takle sila her:))

Hehe har blokkert Nemi for lengst, men kjenner jeg han rett greier han ikke svare på noe som helst:)) kun person angrep Osv.... nicket har tapt alle sine baisse grunnlag som har feilet en etter en nå er han rett og slett tom for noe og baisse med:)))
Han ble helt stum når monster kunde artikkelen kom, ble borte en stund da han skjønte at han feilet igjen. Grublet litt og fant sikkert en annen måte å vri seg bort:)) tragisk nick:))

Mye rart som skrives om REC i det siste. Det som er sikkert er at ingen vet (om du ikke er innsider). Potensialet er enormt men slår det til? Jeg personlig er overbevist om at Røkke har en plan som vil gjøre REC om til et industrieventyr. Hva som skjer på intradag har ingen betydning så sant du ikke er daytrader. I skrivende stund er kursen ned 1,6% og står i 18,80. Husk dette tallet for på siste børsdag i februar er dette historie. Hvor høyt den går den 19. er avhengig av hva som blir fortalt, men noen positive nyheter kommer. Fra der av går det bare en vei.....Gjør ditt valg, ingen her vet og derfor blir det synsing, noen med mer vettug synsing enn andre (min personlige mening). Og for de som ikke har troa på REC så antar jeg at de ikke kjøper/har kjøpt aksjer i selskapet heller. Så hvorfor "klandre" de som har troen? Det skjønner jeg ikke. Lykke til, til alle som investerer, uansett hvilke selskap dere velger. Jeg daytrader ikke REC, jeg blir inntil jeg ikke tror selskapet har mer potensiale. Og det er forhåpentligvis lenge til :-)

Patenter - so what?

Enevate har 250 patenter rundt Si-anoder. Og FBR er gjanganger i flere. Men Enevate.com er ingen REC-kunde. Ellers hadde ikke ML vært stengt.

With a portfolio of more than 250 patents issued and in process, Enevate’s pioneering advancements in silicon-dominant anodes and cells have resulted in battery technology that features five-minute extreme fast charging with high energy density, low temperature operation for cold climates, low cost and safety advantages over conventional Li-ion batteries.

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Her får du forklaringen du etterlyser, og som du ikke har kompetanse på. Trenger ikke silangass for å produsere rimelige Si-nanostrukturer:

Sila was one of the first companies to figure out how to mass-manufacture silicon nanoparticles. Their solution involves packing silicon nanoparticles into a rigid shell, which protects them from damaging interactions with the battery’s electrolyte. The inside of the shell is basically a silicon sponge, and its porosity means it can accommodate swelling when the battery is charging.

This is similar to the approach used by materials manufacturer Advano, which is producing silicon nanoparticles by the ton in its New Orleans factory. To lower the costs of producing nanoparticles, Advano sources its raw material from silicon wafer scrap from companies that make solar panels and other electronics. The Advano factory uses a chemical process to grind the wafers down into highly engineered nanoparticles that can be used for battery anodes.

https://www.wired.com/story/welcome-to-the-era-of-supercharged-lithium-silicon-batteries/

Du har et godt poeng om at flere fabrikker må bygges. Den største svakheten med REC er at de har for liten kapasitet til å dekke den store etterspørselen av silan i kommende tid, og det bekymrer meg litt. Skal ikke se bort ifra REC og AH allerede har planer om å bygge nye fabrikker i USA og Euorpa. Dersom det bygges er det ikke lengre snakk om 150-200kr per aksje, men kanskje opp til 500kr. Stay long!

Ingen tvil om jeg gjør det:)) fremtiden her er stor større enn vi tror:)) stay long :)))

Større etterspørsel enn tilbud burde da ikke bekymre noen som helst?

Gir vel gode priser på Recs produkter?

Det er sant, men dersom prisen blir for dyr, vil markedet bli presset til å finne andre løsninger. I ytterste konsekvens blir ikke silan interessant lengre... worst case.

Vil ikke svakheten til alle konkurrenter til REC være at de har dårlig kapasitet (eller ingen) og at REC til tross for at etterspørsel er større enn potensiel produksjon likevel er i front av sine konkurrenter?