I'm not so sure about that. The cycling issue is core and central to the issues ADO and many others have had with silicon in battery anodes. Solving it is not a teething problem. It is a core issue.
Anyway, is this MTA in addition to the large battery end user ? Is it in conjunction with and part of a request from the large battery end user ? Is there a relationship here between the materials company and the large battery end user ? Is there a long term plan between the two ?
Ann: Anteo Enters Into First MTA for Battery Development, page-41
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