Applied Minerals Inc (AMNL)

[rymada]

Anybody else notice that Group 14 is outsourcing a majority of their battery manufacturing? There is no specifics on where they are getting their raw material from.

They just mention that it is a hard carbon-based scaffolding that a silicon-dominant composite, composed with an amorphous nano-sized silicon, and is made with readily available, non-exotic, ultra-high purity materials. Sounds familiar.

Also they are trying to everything with a domestic supply chain. https://group14.technology/en/.

Amnl tweeted about them on 5/10/22. Plus they have a joint venture with SK Materials. We had and may still have a non disclosure agreement with a South Korean battery manufacturer.

Might all be coincidence, but raises my suspicion.

Group 14 got $400 million in funding from Porsche earlier this year and just received a $100 million grant from DOE.

They might be a potential partner or buyer of Applied Minerals product. This is all of course speculation, but the possibility is there imo.

Do your own dd