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Showing posts with label batteries. Show all posts
Showing posts with label batteries. Show all posts

Tuesday, February 4, 2025

Takeover Targets: As 2025 rolls out and acquisitions begin to take hold, we list (speculatively) 12 possibilities of acquisitions in the Tech and Healthcare sector!


 Below is a high‐level informational look at potential suitability as a takeover/acquisition targets, along with a very rough ranking from “most likely” down to “least likely.” Obviously, no one (outside of insider circles) can say for sure which deals will happen; M&A activity depends on broader market conditions, valuation swings, regulatory climate, and the acquiring company’s strategy. Think of this as a conversation starter, not financial advice.


1. CHPT (ChargePoint)

Sector: EV Charging Infrastructure

Why it could be acquired:

  • One of the largest independent EV charging plays in North America, with a recognizable brand and fairly extensive charging footprint.
  • Strategic fit for an energy major (e.g., BP, Shell) or a large automaker aiming to own more of the EV ecosystem.
  • EV charging is a fragmented space with many smaller players; consolidation is inevitable as the market matures.

Potential roadblocks:

  • Valuations in the EV/clean tech sector can be volatile and may deter acquirers if the price is too high.
  • Some large corporations may opt to build their own charging networks instead of buying.

Still, ChargePoint stands out as one of the more “obvious” names if a big fish wants immediate scale in EV charging at a bargain basement price!


2. ENVX (Enovix)

Sector: Next‐Gen Battery Technology

Why it could be acquired:

  • Innovative silicon‐anode battery design promising higher energy density and better safety.
  • Potential synergy for consumer electronics giants (Samsung, Apple), EV OEMs, or battery incumbents (Panasonic, LG, CATL) looking for a technological leap.
  • Battery tech is notoriously difficult—an acquirer might see value in simply scooping up Enovix’s IP and manufacturing processes rather than starting from scratch.

Potential roadblocks:

  • Must demonstrate a clear path to mass production; sometimes advanced battery startups stall if they can’t scale.
  • If the technology proves out, Enovix may want to remain independent until valuation is higher.

Given the wave of EV/battery investments worldwide, Enovix is a prime candidate for a strategic purchase.


3. IONQ (IonQ)

Sector: Quantum Computing

Why it could be acquired:

  • IonQ is widely viewed as a leader in trapped‐ion quantum computing, which (so far) has shown significant promise for scalability and error reduction.
  • Big Tech (Google, Microsoft, Amazon, IBM) have quantum ambitions and might prefer to acquire proven teams and IP rather than build everything in‐house.
  • Corporate interest in quantum is growing, and the sector remains fairly small, which makes M&A more feasible.

Potential roadblocks:

  • IonQ’s partnerships with various cloud providers might complicate a takeover by one specific hyperscaler.
  • The company could also choose to remain independent while quantum valuations continue to climb.

Still, among public quantum players, IonQ is often cited as the top near‐term takeover possibility.


4. PATH (UiPath)

Sector: Robotic Process Automation (RPA)

Why it could be acquired:

  • UiPath is a leader in RPA software, a segment central to enterprise digital transformation and hyperautomation.
  • Large enterprise software vendors (e.g., Microsoft, SAP, Salesforce, Oracle) all have some automation offerings. Acquiring a dominant RPA platform could solidify market share.
  • UiPath’s stock and valuation took some hits in prior years, making it more approachable from an M&A perspective.

Potential roadblocks:

  • UiPath still has substantial market share and cash, and it may see itself as a platform play with runway for independent growth.
  • Tech giants may continue improving their in‐house automation (e.g., Microsoft with Power Automate).

Overall, UiPath is one of the more established, brand‐name midcaps in enterprise software—very plausible as an acquisition target.


5. EDIT (Editas Medicine)

Sector: Gene Editing (CRISPR)

Why it could be acquired:

  • Editas is one of the earliest CRISPR/Cas9 gene‐editing platform companies.
  • Big pharma and large biotech are always on the lookout for next‐gen therapeutic platforms, especially gene editing.
  • If Editas shows promising clinical data in areas with high unmet need, an acquisition could be straightforward.

Potential roadblocks:

  • Competition in gene editing is fierce (CRSP, NTLA, BEAM, Prime, etc.). Acquirers might wait to see definitive clinical proof before pulling the trigger.
  • Current biotech valuations fluctuate with trial data and FDA updates; the timing of a deal can be tricky.

Nonetheless, Editas sits in that sweet spot—recognizable IP, possible proof‐of‐concept data, and not too large for a big pharma to swallow.


6. BEAM (Beam Therapeutics)

Sector: Gene Editing (Base Editing)

Why it could be acquired:

  • Pioneered base‐editing technology, a potentially more precise and versatile approach than traditional CRISPR/Cas9.
  • If Beam’s pipeline matures or shows strong clinical data, large pharma could move in.
  • The entire gene‐editing field is ripe for consolidation as these technologies inch closer to commercial reality.

Potential roadblocks:

  • As with Editas, valuations depend heavily on clinical milestones; large swings in the share price can disrupt M&A dealmaking.
  • Base editing might still be considered “early stage,” so risk‐averse acquirers might wait.

If big pharma wants to corner advanced gene editing, Beam is near the top of the conversation.


7. DNA (Ginkgo Bioworks)

Sector: Synthetic Biology / Bioengineering

Why it could be acquired:

  • Ginkgo has a large “organism engineering” platform and a broad base of corporate partnerships in pharma, agriculture, and industrial biotech.
  • Synthetic biology is attracting interest as companies look to produce chemicals, pharmaceuticals, and materials more sustainably.
  • A conglomerate or large pharma might acquire Ginkgo for its established foundry and IP.

Potential roadblocks:

  • Ginkgo is fairly high profile and has historically commanded a hefty valuation, which can scare away suitors.
  • Its model (partnering across many domains) might be more valuable to remain standalone rather than fold into a single large parent.

Despite that, Ginkgo consistently comes up in speculation about platform biotech acquisitions, especially if valuations become more attractive.


8. AEVA (Aeva Technologies)

Sector: LiDAR / Sensing for Autonomous Vehicles

Why it could be acquired:

  • Specialized FMCW (frequency modulated continuous wave) LiDAR technology that claims long‐range performance.
  • Automakers and Tier 1 suppliers are consolidating the LiDAR landscape to secure next‐gen sensing IP.
  • While LiDAR market hype has cooled, it’s still strategic tech for ADAS/autonomy, and bigger players may want to snap up promising smaller teams.

Potential roadblocks:

  • Fierce competition (Velodyne/Ouster, Luminar, Innoviz, etc.), all vying for design wins in a market that remains uncertain.
  • Large OEMs sometimes favor multiple LiDAR suppliers or in‐house solutions, reducing the impetus to buy outright.

Given the wave of LiDAR M&A, Aeva is squarely in the conversation—especially if it can prove superior sensor performance.


9. VKTX (Viking Therapeutics)

Sector: Biotech (metabolic and endocrine disorders)

Why it could be acquired:

  • Viking focuses on metabolic diseases (NASH, obesity, etc.)—areas where big pharma has spent billions acquiring late/pre‐clinical assets.
  • If Viking posts strong results in key trials, it could attract interest as a complement to established metabolic portfolios.

Potential roadblocks:

  • Clinical risk is high, and some metabolic markets (like NASH) are littered with failed trials.
  • The company’s pipeline needs to stand out vs. competition from Madrigal, Intercept, etc.

Still, Viking is a prime candidate for a typical biotech “pipeline buy” scenario if data is compelling. 

(Q: What do Piper Sandler, Raymond James and Wainwright's analysts know that you don't know? Viking is trading today at $32 and they have a combined price target over $100 as recently as Feb 6th!)


10. CABA (Cabaletta Bio)

Sector: Biotech (cell therapy for autoimmune diseases)

Why it could be acquired:

  • Targeting B‐cell mediated autoimmune disorders with engineered T cells, a hot therapeutic area.
  • Smaller market cap relative to some cell therapy peers—makes it more digestible for a larger biotech or pharma.

Potential roadblocks:

  • Preclinical/early‐stage therapies can remain speculative; big acquirers often wait for proof‐of‐concept data.
  • Competition from other next‐gen autoimmune therapies, including gene editing approaches.

If Cabaletta can show strong early data, it could be a logical bolt‐on for a big immunology player.


11. QBTS (D‐Wave Quantum Inc.)

(Assuming “QBTS” is indeed D‐Wave; they re‐listed on the NYSE under “QBTS.”)

Sector: Quantum Computing (annealing‐based + gate‐model in development)

Why it could be acquired:

  • D‐Wave has longstanding expertise in quantum annealing, which is somewhat unique compared to gate‐based approaches (IonQ, Rigetti, etc.).
  • They hold valuable quantum IP and have partnerships with Fortune 500 companies exploring early quantum use cases.

Potential roadblocks:

  • D‐Wave’s annealing technology, while proven for certain optimization problems, is less generalizable than gate‐based quantum.
  • Larger tech players might see IonQ, PsiQuantum, or others as more future‐proof for universal quantum computing.

A takeover could happen, but D‐Wave may be overshadowed by gate‐based quantum leaders unless an acquirer has a specific interest in annealing.


12. MYNA (Mynaric)

Sector: Laser Communications for Aerospace

Why it could be acquired:

  • Specializes in optical communications terminals for airborne and space‐based platforms—an increasingly important technology for satellite constellations, UAVs, and secure comms.
  • Could be strategic for a defense contractor (Lockheed, Northrop Grumman) or a space/cellular network operator looking to integrate proprietary laser links.

Potential roadblocks:

  • Military/space contracts can be very lumpy and long‐cycle. Acquirers might wait to see major contract wins or proof of revenue scale.
  • Other laser comms startups exist; the field is still somewhat emerging.

If the sector consolidates or a prime defense contractor wants to lock in that IP, Mynaric is definitely a candidate, but less “top of mind” than more mainstream tech.


13. APLD (Applied Digital)

Sector: High‐Performance Computing / Data Center Services

Why it could be acquired:

  • Offers specialized data center hosting (sometimes aimed at crypto mining or HPC/AI infrastructure).
  • As data centers consolidate, a larger cloud or HPC player might pick up smaller operators—especially if they have strategic locations or cheap power.

Potential roadblocks:

  • The HPC/data center market is dominated by hyperscalers (AWS, Azure, Google Cloud) who typically build out their own capacity rather than buy smaller operators.
  • If much of APLD’s revenue is tied to crypto mining, that niche has been volatile; some acquirers may see more risk than reward.

An acquisition isn’t out of the question, but Applied Digital is probably lower on the “imminent M&A” list relative to more mainstream tech or biotech names.


Putting It All Together: A Possible Ranking

Everyone’s criteria differ, but if forced to line these up from “most likely” to “least likely” (in terms of near‐ to mid‐term M&A buzz), here’s a sample ordering:

  1. CHPT (ChargePoint) – High EV infra consolidation interest
  2. ENVX (Enovix) – Next‐gen battery tech is a key M&A theme
  3. IONQ (IonQ) – Leader in quantum, prime for a big-tech grab
  4. PATH (UiPath) – RPA market leader, fits enterprise software giants
  5. EDIT (Editas) – CRISPR pioneer, plausible buy for big pharma
  6. BEAM (Beam Therapeutics) – Base-editing leader, also a strong biotech target
  7. DNA (Ginkgo Bioworks) – Synthetic bio platform, albeit large and pricier
  8. AEVA (Aeva) – LiDAR, a consolidation play in automotive sensors
  9. VKTX (Viking) – Promising metabolic pipeline, a classic biotech buy scenario
  10. CABA (Cabaletta) – Early-stage autoimmune cell therapy, smaller but appealing
  11. QBTS (D‐Wave) – Unique quantum approach; overshadowed by gate‐based players
  12. MYNA (Mynaric) – Laser comms for aerospace/defense; niche but possible
  13. APLD (Applied Digital) – HPC/crypto hosting; plausible but less top-of-radar

Again, the above is inherently speculative. Biotech M&A can happen very fast if clinical data shines (which might catapult something like VKTX or CABA up the list). Meanwhile, quantum deals could accelerate if a big platform player decides it’s time to “buy rather than build.” And of course, macro conditions—interest rates, regulatory climate, or shifts in capital availability—can greatly impact who acquires whom, and when.


Disclaimer

This overview is for general information only. It is not financial or investment advice, and it is not a guarantee that any acquisition will occur. Always do your own due diligence or consult a licensed financial professional before making investment decisions.

Chargepoint is trading today as a pennystock! It would not be a surprise if a major energy company acquired CHP in 2025!

Tuesday, January 14, 2025

Enovix knows full well that a world of EVs, Automation, Robotics and energy storage, will require millions of batteries!

ENVX battery manufacturing plants

 Enovix Corp (ENVX) – Updated Business Report (January 2025)


1. Introduction

Enovix Corporation (NASDAQ: ENVX) has continued to garner attention in the energy storage sector with its disruptive 3D silicon-anode lithium-ion battery architecture. Since its public listing in 2021 and subsequent production milestones reached in 2023 and 2024, Enovix has moved aggressively toward commercializing its unique battery design for consumer electronics, electric vehicles (EVs), and, increasingly, robotics applications. This report incorporates the most recent updates on Enovix’s technology developments, manufacturing capacity expansions, and potential collaborations with major companies—particularly Apple—while evaluating the broader outlook for Enovix’s role in a rapidly electrifying world.


2. Recent Technology and Product Advancements

  1. 3D Silicon-Anode Architecture


    • Enovix’s core innovation remains its patented 3D architecture, which integrates a 100% active silicon anode. This design reportedly provides up to 30–40% higher energy density compared to standard lithium-ion batteries using graphite anodes.
    • Ongoing research since late 2023 focuses on enhancing cycle life and fast-charging capabilities. Recent internal testing shows improvements in maintaining high capacity retention over extended charge-discharge cycles—crucial for consumer electronics and potential EV applications.


  2. Advanced Safety and Thermal Management

    • Enovix continues to emphasize safety features, including containment structures designed to mitigate thermal runaway.
    • Improved thermal management has positioned Enovix as a contender in applications where battery integrity under stress (e.g., drones, robotics, automotive) is paramount.
  3. Fast-Charging Improvements

                                           Enovix boasts EV fast charging in 10 minutes!

    • As of Q4 2024, Enovix claims faster charge rates without sacrificing battery life. This is especially relevant for smartphones, wearable devices, and other consumer electronics where fast recharging is a key competitive advantage.



3. Manufacturing and Production Expansion

  1. Fab-1 (Fremont, California)

    • Enovix’s first manufacturing line in Fremont has transitioned from pilot-scale to low-volume commercial production. Yield rates have gradually increased due to process refinements and equipment upgrades throughout 2024.
    • Recent guidance indicates that Fremont’s facility throughput has reached steady-state operations, paving the way for higher-volume output in 2025.
    • Fab-2 (Global Expansion Plans)
    • Enovix new “Fab-2” manufacturing plant, is being constructed at this writing in Penang, Malaysia, selected for supply-chain advantages and proximity to major consumer electronics manufacturers, with a target to begin pilot production in 2026.
  2. Automation and Process Innovations


    • The company continues to invest heavily in manufacturing automation, aiming to reduce defect rates and streamline operations. This push is critical for bringing down costs and meeting large-scale consumer electronics demands.

4. Potential Partnerships and Client Landscape

  1. Apple


    • Rumored Collaboration: Market analysts and media outlets have repeatedly speculated on Apple’s interest in Enovix’s next-generation batteries to power future devices—particularly iPhones, iPads, and possibly the rumored AR/VR headsets.
    • Technological Fit: Apple’s emphasis on device battery life, fast charging, and safety aligns closely with Enovix’s product value proposition.
    • Probability of Partnership: While no formal agreement has been announced, multiple industry sources suggest that Apple has evaluated or is in the process of evaluating Enovix battery samples. 
    • The probability of a multi-year supply agreement remains speculative but is generally viewed as credible given Apple’s tendency to source cutting-edge battery technology for its flagship devices. If a deal materializes, it could significantly boost Enovix’s revenue and market credibility.
  2. Other Consumer Electronics OEMs

    • Enovix has sampled batteries to several Tier-1 and Tier-2 consumer electronics manufacturers in Asia. Initial feedback and pilot tests have reportedly been positive.
    • Partnerships could extend beyond smartphones to wearable devices, laptops, and other portable electronics where high energy density and safety are critical.
  3. Emerging EV and Robotics Segments


    • While consumer electronics remains the near-term commercial priority, Enovix is also in preliminary discussions with automotive Tier-1 suppliers to explore potential adoption in electric vehicles (especially for specialized packs or range extenders).

    • Robotics and drone manufacturers have also expressed interest in Enovix’s high energy density batteries. The improved power-to-weight ratio is particularly attractive for autonomous systems, aerial drones, and industrial robots.

5. Financial Health and Recent Performance

  1. Revenue Trajectory

    • Early sales from pilot-scale production and sample shipments contributed to modest revenues in 2023. According to Q3/Q4 2024 disclosures, revenues have begun to accelerate as the company onboards additional customers for low-volume orders.
    • The bulk of revenue growth is still anticipated from major supply agreements, pending successful qualification with top-tier OEMs.
  2. Capital Expenditure and Funding

    • Enovix secured additional funding in early 2024 through a combination of equity offerings and strategic investments. This infusion supports ramp-up expenses for Fab-1 and the initial groundwork for Fab-2.
    • The company’s balance sheet remains relatively strong, with cash reserves earmarked for scaling production and further R&D.
  3. Stock Performance

    • ENVX has experienced volatility, reflecting broader market swings in the tech and EV/battery sectors. Positive announcements about pilot trials or large-scale supply contracts often catalyze stock price gains.
    • Analysts generally maintain a cautiously optimistic outlook, citing Enovix’s unique technology advantage but also acknowledging the execution risks common to capital-intensive hardware startups.

6. Outlook in a World of EVs, Robotics, and Beyond

  1. Consumer Electronics Dominance

    • The most immediate commercial success for Enovix is likely in smartphones, laptops, wearable devices, and other portable gadgets that benefit from lighter, longer-lasting batteries.
    • If Apple—or another major OEM—signs a large-scale supply contract, Enovix’s technology could quickly become a market reference point for high-energy, safe batteries.
  2. Growing EV Opportunities

    • EVs represent a massive market opportunity. Though Enovix’s initial focus has been consumer electronics, improvements in silicon anode longevity and scale-up manufacturing could position the company to address specialized EV battery applications.
    • Partnerships or joint ventures with established automotive suppliers may help Enovix navigate the complexity and certification requirements of the automotive industry.
  3. Robotics, Drones, and Industrial Applications

    • The increasing electrification of robotics (both commercial and industrial) presents another long-term growth avenue. High energy density and robust safety features are major selling points for powering autonomous systems.
    • Drone manufacturers, in particular, require high power-to-weight ratios for longer flight times—an area where Enovix’s technology excels.
  4. Competitive and Regulatory Landscape

    • Other battery startups and established players (e.g., QuantumScape, Solid Power, LG Energy Solution, Samsung SDI) are investing heavily in next-gen battery solutions, including solid-state technology.
    • Regulatory push for greener energy solutions, along with government incentives for battery manufacturing, could bolster Enovix’s expansion plans. However, it also intensifies competition as more players vie for subsidies and market share.

7. Key Risks and Considerations

  1. Manufacturing Scale-up Risks
    • Transitioning from pilot to mass production remains a significant operational challenge. Any delay or yield issue could push back deliveries and affect financial performance.
  2. Supply Chain and Material Constraints
    • Silicon-based anodes require specialized materials and process controls. Global disruptions or shortages of critical materials could impact cost and production schedules.
  3. Customer Adoption Timelines
    • Large OEMs often have lengthy qualification and testing cycles. Even if Enovix’s technology is promising, converting pilot evaluations to full commercial contracts can take several product cycles.
  4. Competitive Pressure
    • The battery sector is highly competitive, with numerous companies pursuing advanced lithium-ion or solid-state solutions. Enovix must maintain technology and cost advantages to stand out.

8. Conclusion

Enovix stands at the forefront of next-generation lithium-ion battery technology, with its 3D silicon-anode architecture showing strong potential to reshape the landscape of consumer electronics, EVs, and robotics. The company’s manufacturing ramp in Fremont and planned global expansion signal that it is transitioning from technology innovator to commercial player.

Why It May Be a Good Investment in Early 2025:



With Fab-1 now producing commercial volumes and Fab-2 in the pipeline, Enovix is positioned to capitalize on growing demand for higher energy density batteries. Ongoing talks with major OEMs (including the possibility of a high-profile partnership with Apple), continued market interest in EV and robotics solutions, and a strong balance sheet provide a compelling growth story. While there are always risks in scaling and delivering at high volume, Enovix’s unique technology advantage in a rapidly expanding market suggests that the company could deliver outsized returns to early shareholders in 2025 and beyond.

Should Enovix execute effectively, it could emerge as a leading supplier of advanced lithium-ion batteries, shaping the next generation of consumer devices, electric vehicles, and robotic applications worldwide.


Disclaimer:
This report is based on publicly available information and industry insights as of January 2025. It is provided for informational purposes and should not be construed as financial or investment advice. Prospective investors and stakeholders are encouraged to conduct their own due diligence and consult professional advisors before making any decisions related to Enovix Corporation.

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Friday, September 13, 2024

Enovix Corp holds over 130 issued patents, covering various aspects of their innovative battery technology.


Enovix Corporation has developed innovative lithium-ion battery technology, particularly focusing on their proprietary 3D Silicon™ Lithium-ion Battery architecture. The company's technology aims to offer higher energy density, improved performance, and faster charging times compared to traditional lithium-ion batteries.

These patents span areas such as battery architecture, manufacturing processes, and material science, which are key to their development of next-generation lithium-ion batteries.



Robustness of Enovix's Patent Portfolio

1. Extensive Patent Filings:

  • Proprietary Technology Protection: Enovix has filed numerous patents to protect its unique battery architecture and manufacturing processes. While I don't have the exact number of patents and applications, the company has emphasized building a strong intellectual property (IP) portfolio as a core part of its business strategy.

  • Global Coverage: The patents are filed not only in the United States but also in other key markets to ensure broad protection of their technology.

2. Key Areas of Patented Innovations:

  • 3D Cell Architecture:

    • Unique Design: Patents cover their innovative 3D cell architecture that increases energy density by stacking electrodes in a three-dimensional configuration.
    • Improved Performance: This design allows for more active material within the same battery volume, enhancing capacity without increasing size.
  • Silicon Anode Technology:

    • High Energy Density: Patents related to the use of silicon in the anode, which offers significantly higher capacity than traditional graphite anodes.
    • Durability Solutions: Innovations addressing the expansion issues of silicon during charging and discharging cycles, improving battery lifespan.
  • Manufacturing Processes:

    • Precision Engineering: Patents on proprietary manufacturing techniques that enable the production of their advanced battery designs at scale.
    • Cost Efficiency: Innovations that reduce production costs, making their technology more competitive in the market.

3. Competitive Edge Provided by Patents:

  • Barrier to Entry:

    • Protection from Competitors: A robust patent portfolio deters competitors from replicating Enovix's technology, preserving their market advantage.
    • Market Exclusivity: Enables Enovix to capitalize on their innovations without immediate competition in identical technologies.
  • Licensing Opportunities:

    • Revenue Streams: Patents allow Enovix to license their technology to other companies, creating additional income.
    • Strategic Partnerships: Intellectual property can be leveraged to form alliances with manufacturers and suppliers.
  • Investor Confidence:

    • Attracting Investment: A strong IP portfolio signals to investors that the company has valuable, protected assets, potentially leading to increased funding.
    • Market Valuation: Patents contribute to the overall valuation of the company, which can positively affect stock performance.

Conclusion

Enovix appears to have a robust portfolio of patents and patent applications, which likely gives it a competitive edge in the advanced battery market. The company's focus on protecting its technological innovations through patents can:

  • Secure Market Position: Prevent competitors from easily copying their technology.
  • Enhance Profitability: Allow for premium pricing and licensing deals.
  • Drive Growth: Support expansion into new markets and applications.

Recommendations for Further Information

To obtain the most current and detailed information about Enovix's patent portfolio:

  • Company's Investor Relations:

  • Patent Databases:

    • Search the United States Patent and Trademark Office (USPTO) database using "Enovix" as the assignee name to find published patents and applications.
    • Use international patent databases like the World Intellectual Property Organization (WIPO) for global filings.
  • Financial Reports:

    • Review Enovix's filings with the Securities and Exchange Commission (SEC), such as Form 10-K or 10-Q, where they typically discuss their intellectual property strategy and portfolio.
  • Analyst Reports:

    • Consult recent analyst coverage for professional assessments of how Enovix's patents impact their market position.

Disclaimer

Please note that my information is based on data available up to October 2023. There may have been new developments regarding Enovix's patent portfolio after that date. Always refer to the most recent sources for the latest information.

We bought Enovix today ($ENVX on Nasdaq) and here are some reasons why!



Monday, September 2, 2024

QuantumScape Corporation is a pioneering company in the energy storage sector, focusing on the development and commercialization of solid-state lithium-metal batteries!

 


QuantumScape ($QS on Nasdaq) 

QS's next-generation batteries promise to revolutionize the electric vehicle (EV) industry by offering several key advantages over traditional lithium-ion batteries, including higher energy density, faster charging times, enhanced safety, and a more sustainable lifecycle.

Key Investment Highlights:

  1. Innovative Technology: QuantumScape's solid-state batteries use a unique ceramic separator and an anode-free design, which addresses many of the limitations of current lithium-ion technology. These innovations enable higher energy density and faster charging, which are critical for the widespread adoption of electric vehicles.

  2. Strategic Partnerships: The company has a significant partnership with Volkswagen Group's battery subsidiary, PowerCo. This collaboration is focused on scaling up the production of QuantumScape's batteries, with the potential to reach up to 80 GWh per year, which could power approximately one million vehicles annually. This partnership provides QuantumScape with a strong path to commercialization and market penetration​(Metal Tech News).

  3. Strong Financial Position: As of the second quarter of 2024, QuantumScape holds approximately $900 million in cash and cash equivalents. This robust cash position allows the company to continue its extensive research and development efforts, which are crucial as it moves towards commercial production​(QuantumScape).

  4. Milestones and Progress: QuantumScape has made significant progress in its technology development, recently shipping its Alpha-2 prototype cells to automotive customers. These prototypes serve as a bridge to the company's planned QSE-5 cells, which are expected to be commercialized in the near future. The company is on track to begin high-volume production by 2025​(QuantumScape,Electrek).

  5. Market Potential: The global transition to electric vehicles is a massive growth opportunity. As the EV market expands, the demand for better, more efficient battery technology will surge.

  6.  QuantumScape's solid-state batteries are positioned to meet this demand, potentially capturing a significant share of the market.

Investment Risks:

  • Technology and Production Risks: While QuantumScape has made significant strides, transitioning from prototype to mass production of solid-state batteries involves complex challenges, including manufacturing scale-up and quality control. The success of these efforts will be critical to the company's future.

  • Commercialization Timeline: QuantumScape's technology is still in the development phase, with full-scale commercial production expected to begin in 2025. Investors need to consider the potential delays and challenges that could arise during this period.

QuantumScape represents a high-risk, high-reward opportunity, with the potential to become a key player in the future of energy storage and electric vehicles. Investors should weigh the company's innovative technology and strong partnerships against the inherent risks of bringing a new technology to market.

Technology

QuantumScape has recently achieved several significant milestones as it advances toward the commercialization of its solid-state lithium-metal battery technology. The company has started shipping its Alpha-2 prototype cells to automotive customers. These Alpha-2 cells represent a crucial step in QuantumScape's development process, bridging the gap between its earlier prototypes and the upcoming QSE-5 cells, which are expected to be commercially available later this year. These cells have demonstrated improvements in energy and power density, which are critical for their future application in electric vehicles (EVs)​(QuantumScape,Electrek).

Moreover, QuantumScape has entered into a landmark agreement with Volkswagen's battery subsidiary, PowerCo, to scale up the production of these solid-state batteries. This partnership aims to ramp up production to potentially 80 GWh per year, enough to power around one million vehicles annually. This collaboration is expected to accelerate the industrialization and global adoption of QuantumScape's technology, which is considered pivotal in overcoming the limitations of traditional lithium-ion batteries, such as safety concerns and energy density​(Metal Tech News).

Overall, QuantumScape is making significant strides in both technology development and strategic partnerships, positioning itself as a key player in the future of EV battery technology.

Financials:

As of the second quarter of 2024, QuantumScape's financials reflect its ongoing efforts to advance its solid-state battery technology towards commercialization. Here are some key points from their recent financial report:

  1. Revenue: QuantumScape did not report significant revenue for Q2 2024, as the company is still in the pre-commercialization phase of its technology. The primary focus remains on research, development, and prototype production.

  2. Expenses: The company continues to invest heavily in R&D, which constitutes the majority of its expenses. QuantumScape reported R&D expenses of approximately $76 million for the second quarter. This increase is in line with the company's efforts to advance its solid-state battery technology and scale up production capabilities​(QuantumScape).

  3. Net Loss: QuantumScape reported a net loss of around $118 million for Q2 2024, which is typical for a company in this stage of development. This loss is primarily driven by high R&D costs and the lack of revenue from commercial sales​(QuantumScape).

  4. Cash Position: As of the end of the second quarter, QuantumScape had a strong cash position, with approximately $900 million in cash and cash equivalents. This financial cushion is crucial as the company continues to fund its R&D activities and scale up its manufacturing capabilities​(QuantumScape).

  5. Outlook: QuantumScape's financial outlook remains focused on the future commercialization of its solid-state batteries. The company is working towards achieving key milestones in product development and expects to ramp up production by 2025.

This is a company deeply invested in its technology development, with significant resources allocated to R&D and prototype scaling. While it currently operates at a loss, its substantial cash reserves provide a buffer as it works towards commercial viability in late 2024 with it's new QSE 5 cell technology.

We bought Battery manufacturer, Enovix today ($ENVX on Nasdaq) and here some reasons why!


Monday, August 26, 2024

We bought Enovix today ($ENVX on Nasdaq) and here some reasons why!

 Enovix has developed a new battery technology, specifically a 3D Silicon Lithium-ion battery. This technology differs from traditional lithium-ion batteries by utilizing a 3D architecture with a silicon anode, which allows for higher energy density, improved safety, and longer battery life. 

The company's innovative approach enables more efficient use of space within the battery, potentially leading to smaller, lighter, and more powerful batteries.

Impact on the Battery Market:

  1. Higher Energy Density: Enovix's technology could significantly increase the energy density of batteries, making them more suitable for high-demand applications like electric vehicles (EVs), consumer electronics, and wearable devices. This could lead to longer-lasting batteries with faster charging times.

  2. Improved Safety: The silicon anode design inherently improves battery safety by reducing the risk of overheating and thermal runaway, which are common concerns with traditional lithium-ion batteries. This could make Enovix's batteries more attractive for use in applications where safety is critical, such as aerospace or medical devices.

  3. Market Disruption: If Enovix can scale its production and reduce costs, its technology could disrupt the existing battery market by challenging incumbent technologies and pushing other companies to innovate. This could lead to more competition, potentially driving down prices and accelerating advancements in battery technology.

  4. Environmental Impact: By increasing the efficiency and lifespan of batteries, Enovix's technology could contribute to a reduction in battery waste and the environmental footprint of battery production and disposal.

Overall, Enovix's new battery technology has the potential to impact various sectors by providing more efficient, safer, and longer-lasting energy storage solutions, potentially reshaping the competitive landscape of the battery industry.

The impact of Enovix's new battery technology on its share price could be influenced by several factors:

  1. Market Adoption and Demand: If Enovix's technology gains traction in high-growth sectors such as electric vehicles, consumer electronics, or energy storage, this could drive significant demand for its products. Successful commercial adoption could lead to increased revenue and profitability, positively impacting the stock price.

  2. Partnerships and Contracts: Securing strategic partnerships with major players in industries like automotive, electronics, or energy could boost investor confidence and lead to an appreciation in the stock price. Announcements of large contracts or collaborations could serve as catalysts for upward movement.

  3. Production Scaling and Cost Management: The ability to scale production efficiently and manage costs will be critical. If Enovix can demonstrate that it can manufacture its batteries at a competitive cost while maintaining high quality, this would likely attract more investors, positively affecting the stock price.

  4. Technological Validation: Positive results from testing and validation of the technology, especially if independently verified or endorsed by industry leaders, could lead to a surge in investor interest and a corresponding rise in the stock price.

  5. Market Sentiment and Speculation: Investor sentiment plays a significant role in stock price movements. If the market perceives Enovix as a leader in next-generation battery technology, speculation and future growth potential could drive the stock price higher. Conversely, any delays, technical setbacks, or market skepticism could negatively impact the stock.

  6. Broader Market Conditions: The stock price of Enovix will also be influenced by broader market conditions, including economic trends, investor appetite for growth stocks, and sector-specific dynamics in the technology and energy markets.


Enovix has formed several strategic partnerships and collaborations that leverage its innovative battery technology. While some of these partnerships are well-publicized, others may be more speculative or emerging as the technology gains traction.

Companies that have Partnered with Enovix:

  1. YBS International: Enovix has partnered with YBS International to develop and scale the production of its batteries. YBS International is known for its expertise in manufacturing and quality control, which is critical for scaling up production of new battery technologies.

  2. Brigade Electronics: Brigade, a global leader in safety products and solutions for vehicles, has collaborated with Enovix to explore the use of their advanced batteries in next-generation safety devices for the automotive industry.

  3. Rogers Corporation: Enovix has also partnered with Rogers Corporation, a materials technology company, to optimize materials used in its 3D Silicon Lithium-ion batteries, enhancing performance and manufacturability.

Companies that Might Benefit Most from Enovix's Technology:



  1. Tesla and Other EV Manufacturers: The electric vehicle industry could greatly benefit from Enovix's high-energy-density batteries. Companies like Tesla, Rivian, Lucid Motors, and traditional automakers transitioning to EVs could see performance and range improvements, making their vehicles more competitive.

  2. Apple and Consumer Electronics Companies: Companies in the consumer electronics space, such as Apple, Samsung, and others, could benefit from Enovix's batteries in smartphones, wearables, and laptops, offering longer battery life and faster charging times.

  3. Energy Storage Companies: Companies focused on renewable energy storage, such as NextEra Energy and Tesla (with its Powerwall), might find Enovix's technology useful for developing more efficient and compact energy storage solutions, which are crucial for the integration of renewable energy sources.

  4. Medical Device Manufacturers: Companies like Medtronic and Boston Scientific, which develop portable or implantable medical devices, could use Enovix's batteries to extend the life and reliability of their products, improving patient outcomes.

  5. Aerospace and Defense: Aerospace and defense companies such as Lockheed Martin and Boeing could benefit from the improved safety and energy density of Enovix’s batteries, which could be used in various applications, including drones, satellites, and other advanced systems.

Potential Future Partnerships:

Enovix's technology could attract partnerships with major players in these industries as they seek to integrate more advanced, reliable, and efficient energy solutions into their products. If Enovix can demonstrate the scalability and cost-effectiveness of its batteries, it's likely to see increased interest from a broad range of industries, further enhancing its market position and driving value for its partners.

If Enovix's technology proves to be a game-changer, its stock price could experience significant appreciation as investors position themselves for potential long-term growth. However, it's also essential to consider the risks and volatility associated with emerging technology companies.

Editor notes:

500 years ago, Voltaire said that, "the rich require many of the poor"!

If he were alive today he might say, "the rich require many robots"

It goes without saying that, "Robots require many batteries"

January 20, 2025

Androids, Humanoid Robots, whatever the label, they are coming. Now, Who is leading the charge into this lucrative, futuristic market?


Monday, October 6, 2014

Lomiko Metals drilling for more Graphite in Quebec

Drill Permit Issued for Lomiko's La Loutre Crystalline Flake Graphite Property in Quebec 
 by Marketwire

Lomiko Metals Inc. ("Lomiko") (TSX VENTURE: LMR)(PINKSHEETS: LMRMF)(FRANKFURT: DH8B) and Canada Strategic Metals Inc. ("Strategic Metals" or the "Company") (TSX VENTURE: CJC)(FRANKFURT: YXEN)(OTCBB: CJCFF) are very pleased to announce that a drilling permit for the La Loutre Crystalline Flake Graphite Property has been issued which allows for up to 29 drill holes. On September 23, 2014 Lomiko optioned 40% interest in the La Loutre Crystalline Flake Graphite Property located in Quebec last month. A full set of results was reported in that news release.

The goal of the exploration program is to identify high-grade, near-surface graphite mineralization suitable for conversion to battery-grade graphite. The graphite industry could see exponential growth based on new demand for lithium-ion batteries, which use 10 to 15 times as much graphite as lithium.
Telsa Motor Cars and Panasonic announced a new Lithium-ion Giga-factory in Nevada which is estimated to double the yearly supply of Li-ion batteries by 2020. Currently, synthetic graphite with consistent carbon purity of 99% or more is used in Li-ion batteries. This effects the graphite market in two ways. One, the price of synthetic graphite is likely to increase based on increased demand for all graphite products. Two, if a natural, cost-effective source of consistently high carbon purity graphite is derived from a property, groups such as Telsa could use the material directly in their batteries.

Of particular interest to Lomiko was an area of the property which reported grab samples up to 22.04% Carbon Flake Graphite (CFG) and Carbon Purity Test results reporting up to 100.00% Carbon Purity in the Large and Extra Large Flake Graphite. 

Graphite grab sample assay results derived from a recent sampling and mapping program on the has confirmed a graphite bearing structure covering an area approximately 7 kilometers by 1 kilometer with results of up to 22.04% graphite in multiple parallel zones of 30-50 meters wide. Another area has also been identified covering approximately 2 kilometers by 1 kilometer in multiple parallel zones of 20-50 meters wide which includes results up to 18% graphite. Grab samples are selective by nature and are unlikely to represent the average grade of a deposit. The drilling program is designed to test these areas.

Jean-Sebastien Lavallee (OGQ #773), geologist, a Qualified Person as defined by National Instrument 43-101, has reviewed and approved the technical content of this release.

On Behalf of the Board
A. Paul Gill, Chief Executive Officer
We seek safe harbor. Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Contacts:
Lomiko Metals Inc.
A. Paul Gill
Chief Executive Officer
604-729-5312
info@lomiko.com
www.lomiko.com


SOURCE: Lomiko Metals Inc.

Tuesday, November 27, 2012

Focus Graphite Announces R&D Agreement Between Grafoid Inc. and Hydro-Quebec's IREQ for Next Generation LFP-Graphene Batteries

20 hours ago by Marketwire Focus Graphite Inc (TSX VENTURE: FMS)(OTCQX: FCSMF)(FRANKFURT: FKC) is pleased to announce that Grafoid Inc. - in which Focus Graphite holds a 40% ownership stake - has executed a three-year research and development agreement with Hydro-Quebec's Research Institute for the development of next generation rechargeable batteries using graphene with lithium iron phosphate materials.

Focus Graphite President and CEO Gary Economo, who holds the same position with Grafoid, announced the signing of the joint R&D agreement with Dr. Karim Zaghib, Director Storage and Conversion of Energy at Hydro-Quebec's research and development division, l'Institut de recherche d'Hydro-Quebec (IREQ).
The 50-50 collaborative agreement sets out terms with the objective of creating patentable inventions by combining graphene, supplied by Grafoid, with Hydro-Quebec's patented lithium iron phosphate technologies.

Two key, specific commercial target markets - the rechargeable automobile battery sectors and batteries for mobile electronic devices used in smartphones, computing tablets and laptop computers - were identified in the agreement. 

Hydro-Quebec will study Grafoid's graphene conductivity, electrochemical performance and its effects in electrode formulations, electrolyte and separator optimizations. Detailed characterizations of Grafoid's supplied materials will be undertaken at IREQ's cutting edge facilities using its advanced electron microscopy, spectrographic and other in-house technologies.

Hydro-Quebec will also supply lithium iron phosphate materials and its electrochemistry know how which it acquired under license from famed American inventor Dr. John Goodenough.

Grafoid, in addition to providing graphene materials, brings knowledge acquired during its own development of functionalized graphene and its experience in proving graphene's economic scalability.

"This agreement is noteworthy for numerous reasons," said Mr. Economo.

"This is our first major graphene collaboration with a Quebec and a Canadian global giant in renewable energy research and development. And the source of our graphene is Focus Graphite's Lac Knife, Quebec technology graphite deposit.

"Commercially, and ultimately, our technology development partnership with Hydro-Quebec aims to produce high capacity, LFP-graphene batteries with ultra short charging times and longer recyclable lifetimes," Mr. Economo said. 

He said the parties chose to focus their collaboration on LFP-graphene batteries and materials because of their short-term-to-market potential.

About Focus Graphite
Focus Graphite Inc. is an emerging mid-tier junior mining development company, a technology solutions supplier and a business innovator. Focus is the owner of the Lac Knife graphite deposit located in the Cote-Nord region of northeastern Quebec. The Lac Knife project hosts a NI 43-101 compliant Measured and Indicated mineral resource of 4.972 Mt grading 15.7% carbon as crystalline graphite with an additional Inferred mineral resource of 3.000 Mt grading 15.6% crystalline graphite Focus' goal is to assume an industry leadership position by becoming a low-cost producer of technology-grade graphite. On October 29th, 2012 the Company released the results of a Preliminary Economic Analysis ("PEA") of the Lac Knife project which demonstrates that the project has robust economics and excellent potential to become a profitable producer of graphite. As a technology-oriented enterprise with a view to building long-term, sustainable shareholder value, Focus Graphite is also investing in the development of graphene applications and patents through Grafoid Inc.

About Grafoid Inc.
Grafoid, Inc. is a privately held Canadian corporation investing in graphene applications and economically scalable production processes for graphene and graphene derivatives from raw, unprocessed, graphite ore. Focus Graphite Inc., holds a 40% interest in Grafoid Inc.
 
About IREQ
Hydro-Quebec's research institute, IREQ, is a global leader in the development of advanced materials for battery manufacturing and creates leading edge processes from its state of the art facilities. IREQ holds more than 100 patent rights and has issued over 40 licenses for battery materials to some of the world's most successful battery manufacturers and materials suppliers. Its areas of expertise include energy storage and IREQ is a lead partner with private sector companies in Quebec to build EV and HEV charging stations in support of its technology developments. Its material development contributions are helping to develop safe, high-performance lithium ion batteries that can be charged more quickly and a greater number of times. IREQ promotes open innovation and partners with private firms, universities, government agencies and research centers in Quebec and abroad. Its partnerships allow IREQ to develop, industrialize and market technologies resulting from those innovation projects.
About Hydro-Quebec
Hydro-Quebec is Canada's largest electricity producer among the world's largest hydroelectric power producers and a public utility that generates, transmits and distributes electricity. Its sole shareholder is the Quebec government. It primarily exploits renewable generating options, in particular hydropower, and supports the development of wind energy through purchases from independent power producers. Its research institute, IREQ, conducts R&D in energy efficiency, energy storage and other energy-related fields. Hydro-Quebec invests more than $100 million per year in research.
Contacts:
Focus Graphite Inc.
Mr. Gary Economo
President and CEO
613-691-1091 ext. 101
geconomo@focusgraphite.com


SOURCE: Focus Graphite Inc.
mailto:geconomo@focusgraphite.com
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Tuesday, May 15, 2012

Potash will be a valuable by-product of Rodinia Lithium's operation at Diabillos.

Rodinia Lithium Successfully Harvests Sylvinite On Site At Diablillos
  • SUCCESSFUL HARVESTING OF SYLVINITE DURING REGULAR OPERATION OF PILOT ENGINEERING PROGRAM
  • PILOT PROCESSING CONFIRMS EFFECTIVE REMOVAL OF SYLVINITE IN AN ISOLATED POND USING CONVENTIONAL EVAPORATION BASED PROCESSING
  • EVAPORATION CYCLE OF INITIAL PAN PILOT TEST SERIES COMPLETE CONFIRMING INITIAL PORTION OF THE METALLURGICAL PROCESS DESCRIBED IN PRELIMINARY ECONOMIC ASSESSMENT
Toronto, Canada, May 14, 2012: Rodinia Lithium Inc. (“Rodinia” or the “Company”) (TSX-V: RM; OTCQX: RDNAF) is pleased to report that sylvinite has been successfully produced and harvested at the Company’s 100% owned Diablillos lithium-potash brine project (“Project” or “Salar” or “Diablillos”) in Salta, Argentina.   Sylvinite, a potash and sodium chloride salt, has been harvested during operation of the pilot engineering program being conducted on site.  The results of the brine geochemical development during this pilot cycle was within the Company’s expectations and offers significant confirmation of the initial portion of the metallurgical process described in the Company’s Preliminary Economic Assessment conducted on Diablillos dated December 22, 2011 and filed on the SEDAR profile of the Company at www.sedar.com (the “PEA”).
William Randall, Rodinia’s President & CEO, commented, “Having harvested sylvinite during the regular operation of our pilot engineering program is a major milestone for the Company.  We remain confident that these results confirm our ability to produce potash from Diablillos using conventional methods employed by other major brine producers in South and North America.  This asset continues to meet our targeted milestones as we advance towards feasibility and production.”
This initial result from the pilot engineering program is from the first series of solar evaporation tests at ambient conditions of the Salar.  The evaporation was started May 2011 and concluded in April 2012.  The first series is one of five evaporation tests in progress.  Each test in pools and pans were started at different times of the year to see the effect of weather on the evaporation cycle chemistry.  The resultant brine from these evaporation tests will subsequently be processed for recovery of boron and lithium products.
The process engineering department continues to monitor the evolution of both the pools and pans installed on site at approximately 4050 metres above sea level.  As announced previously, a first stage of magnesium and sulphate removal has been completed, followed by successful removal of sylvinite in the ensuing step, confirming that potash is going to be a valuable by-product of an eventual lithium carbonate production facility.

Rodinia Lithium Inc. is a Canadian mineral exploration and development company with a primary focus on Lithium exploration and development in North and South America.  The Company is also actively exploring the commercialization of a significant Potash co-product that is expected to be recoverable through the lithium harvesting process.
Rodinia’s Salar de Diablillos lithium-brine project in Salta, Argentina, contains a recoverable resource of 2.82 million tonnes lithium carbonate equivalent and 11.27 million tonnes potassium chloride equivalent.  The project contains a recoverable inferred resource of 952,553,000 m3 grading 556 mg/L lithium and 6,206 mg/L potassium. Throughout 2011, Rodinia will focus on continuing to develop the Diablillos project by completing additional drilling and advancing through scoping study.
The Company also holds 100% mineral rights to approximately 70,000 acres in Nevada’s lithium-rich Clayton Valley in Esmeralda County, and is currently in the process of assessing the size, quality and processing alternatives of this deposit.  The Clayton Valley project is located in the only known lithium-brine bearing salt lake in North America, and looks to represent the only new source for domestic lithium carbonate supply.
The Projects are supervised by Ray Spanjers, Rodinia’s Manager of Exploration. Mr. Spanjers is considered a Qualified Person, as defined by National Instrument 43‐101 and has read and approved the scientific and technical information contained in this release.
Readers are cautioned that the PEA is preliminary in nature and is partly based on inferred mineral resources that are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as mineral reserves. There is no certainty that the PEA based on these mineral resources will be realized. The results depend on inputs that are subject to a number of known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those presented here.

Please visit the Company’s web site at www.rodinialithium.com or write us at info@rodinialithium.com
For further information please contact
Investor Cubed Inc.                                                                                       
Investor Relations                                                                                         
Tel: +1 (647) 258-3311                                                                                   
Aaron Wolfe
Vice-President, Corporate Development
Tel: +1 (416) 309-2696
Cautionary Notes
Except for statements of historical fact contained herein, the information in this press release constitutes “forward-looking information” within the meaning of Canadian securities law. Such forward-looking information may be identified by words such as “plans”, “proposes”, “estimates”, “intends”, “expects”, “believes”, “may”, “will” and include without limitation, statements regarding the anticipated timing with respect to the development of the property; the results of the pilot engineering program;  the potential of the Diablillos property; the potential results and timetable for further exploration with respect to the Clayton Valley project and the Diablillos property, the timetable with respect to future acquisitions and exploration developments at Clayton Valley and Diablillos, timetable for further exploration, analysis and development, title disputes or claims; and governmental approvals and regulation. There can be no assurance that such statements will prove to be accurate; actual results and future events could differ materially from such statements.  Factors that could cause actual results to differ materially include, among others, metal prices, competition, financing risks, acquisition risks, risks inherent in the mining industry, and regulatory risks. Most of these factors are outside the control of the Company. Investors are cautioned not to put undue reliance on forward-looking information. Except as otherwise required by applicable securities statutes or regulation, the Company expressly disclaims any intent or obligation to update publicly forward-looking information, whether as a result of new information, future events or otherwise.
NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER (AS THAT TERM IS DEFINED IN THE POLICIES OF THE TSX VENTURE EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.