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Added 2 years ago

Another in the series by the AFR.

I hadn’t really looked into this company, even though it’s got such a great narrative and tailwind.

as others have noted it now has some traction with the Mercedes JV.

They quote a 10x return on each ton of Li batteries they recycle (inputs free, $1600 of chemicals to process, $16000 cost of metals reclaimed by process). I doubt this includes CAPEX of building the plant, and no sums around payback period or ROI.

Still, a good listen, and I wish them the best of luck.

https://podcasts.apple.com/au/podcast/tech-zero/id1626215592?i=1000569052692