Replies to post #40445 on Coretec Group Inc (CRTG)

[iamthe walrus]

I dont see others as competition when Coretec has the only silicon active anode material like they have . No one not Amprius nor quantumscape or sila nanotechnologies , Tesla , Ford , BMW , no one has this new silicon source in their anode that Cortetec has . These companies need Coretecs new silicon and custom made silicon anode active materials in their anode and AND THEY CAN ONLY GET IT FROM CORETEC . AS Matthew Hoffman said in the last update Coretec has the ONLY Technology like this in the world and Its all about this liquid silicon used as a started material that is worked with , doped etc.. and the chemistry possibility outcomes all from a chemistry stand point .Some have failed to use this silicon as a source for technology but Coretec appears to be on the cusp of doing it succesfully .They all ,according to their patents and ive read many , they use the traditional gaseous silanes that have great limitations but Coretec uses a liquid silicon as a starter material , Si6H12 , as a starter material. For instance if you read Amprius patents you can see that they use several traditional gaseous silanes in their anodes as do others but not Coretecs liquid silicon source Si6H12. Thats the big difference plus Coretecs custom making their silicon from scatch with chemistry instead of using the ball milling technique everyone using mined silicon to make Si nano particles ( SiNP)but Coretecs silicon source Si6H12 allows them to do things with the creation of a new type of anode that those other traditional silicons will not allow from a chemistry stand point.I believe the other silicon anode companies can get to market with their silicon anode first but they will still need Coretecs new silicon anode active material to be the best. I see the possibilities of these companies buying out Coretecs new anode active materials or licencing the use of it . Those are the 2 options Coretec has because they are not manufacturine a complete battery themselves but suppling the anode material. Have a great weekend !

[Quikshft]

The battery program is what the company admits it is focused on. This is a new direction and fortunately it is a direction that is available to the company because at this time the idea that Coretec would sell CHS by the train load is not an available option. When we last heard about Richman Chemical we were told that they had manufactured some CHS but not in the amounts needed. In my opinion the reason for this is that it is not economically feasible against existing gaseous silanes. The company more or less admitted so in the last call;

“Next, let’s talk a little bit about cyclohexasilane. The CHIPS Act was signed into law on August 9, 2022, and designed to boost U.S. competitiveness, innovation, and national security in the semiconductor industry. The law aims to increase investments in domestic semiconductor manufacturing capacity. The majority of this funding is aimed to encourage semiconductor manufacturers to create U.S.-based fabrication equipment and facilities. These are referred to as fabs. More importantly to us, it allocates funding for new R&D programs to support initiatives to improve semiconductor technology. CHIPS funding is a little unique in that it’s only being allocated to U.S.-based semiconductor companies. In order to receive this funding, Coretec will have to partner with a domestic semiconductor company. CHS has desirable properties because of its liquid state and low deposition temperature, which is attractive to semiconductor companies. It will require significant buy-ins of CHS. CHS funding will help assist us in refining cost-effective processes to manufacture CHS at scale. We are currently in discussions with a couple of companies with whom we could jointly apply for CHIPS funding”.

I included a large chunk of the discussion leading up to the statement regarding cost effectiveness for context. What is glaring is the need to “refine cost-effective processes to manufacture CHS at scale” and this leads to a conclusion that other silanes are still the cost effective materials to use when growing nano-wires (as Amprius does) or other nano materials for use in silicon anodes. Further, Coretec also admits using “other silanes” alongside CHS in the Endurion battery project. I made a bet when Michael Kraft stated that CHS would be commercialized in 2021, unfortunately that bet hasn’t paid off but I am bullish on the prospects for the Coretec battery. They have stated the technology is adaptable to ANY lithium ion battery so the potential market is huge. What must be demonstrated is that there is an advantage to using Endurion technology which includes measurements of economy, something that so far has really not been addressed. It may be acceptable that an Endurion battery is more expensive IF it has better cycling capacity for example. Maybe it has better energy density or charge capacity but it has to have advantages in some or all those categories otherwise Endurion will be buried by the competition. My belief is that it has advantages and the CHS enabled “engineered” SEI layer is significant. This is going to greatly enhance cycle life which is a characteristic that is lacking in Li batteries with silicon anodes and not often touted by battery manufacturers.

Back during the April conference call we heard it suggested that in nine months there might be some preliminary data available on the Endurion battery. The ninth month is here. Hopefully a report on the battery doesn’t get sucked into a black hole like the reports we were going to get from the CEA and Eindhoven. Time is of the essence as they say.