logphase research šš„š£ @log_phase
"No conflict, no interest." Biotech focus, but easily distracted. @adrian_h and Shorty (the dog) Not investment advice. logphase.com New York, NY Joined March 2021-
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Happy International Battery Day! $ENVX #journeyToZero
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I am super excited about $ENVX
logphase research šš„š£ retweeted
easy question: what year is it now?
What are realistic gross margins for manufacturing lithium ion batteries for phones, at scale (where scale is selling billions of dollars of batteries)? $ENVX #journeytoZero
The only thing the $ENVX pumper soap opera needs now is for that weirdo āDonā guy to make a comeback for Season 3
$ENVX always seems to force me to do work over the 4th of July weekend.. no rest for the wicked
Ah yes, still wondering how things are going with good old Samsung $ENVX
Ah yes, still wondering how things are going with good old Samsung $ENVX
logphase research šš„š£ retweeted
too bad you can't backdate tweets #showerthoughts $ENVX
logphase research šš„š£ retweeted
Raj implies $ENVX will have NO SALES in ā24, *hopes* for ā25 based on sending 1st samples in April. Not designed into anything yet. Anyone know how far ahead OEMs design & plan phones? How long it takes to test cycling? PS. Nobody is risking a phone on single unproven supplier.
To their credit, $ENVX made things quite clear some time ago
To their credit, $ENVX made things quite clear some time ago
This is some amazing work on $SAVA - it is always valuable to listen and understand your counterparty's thinking. I also appreciate all the refs and footnotes.
This is some amazing work on $SAVA - it is always valuable to listen and understand your counterparty's thinking. I also appreciate all the refs and footnotes.
Shot, chaser $ENVX
things are getting weird when I'm keeping an eye on $OCGN again š
Oh dear, what is the Battery King thinking?! $ENVX
If the $ENVX "architecture" solved the problems of using 100% or high silicon anodes, why do they need Group14 materials? And if they are using Group14 materials, why do they need the fancy / expensive architecture and constraint? And who ends up capturing the value?
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