Thermis / BE / KV Materials → Amosense
A tie on Bloom's upstream supply chain · Electrolyte raw materials → Electrolyte substrates
KV Materials → Amosense
- Material
- Electrolyte raw materials
- Evidence
- Reported, awaiting verification · period not stated · as of 2026-07-08
- Latest record
- 2026-07-08 · Named only in the short seller's report (record 1).
- Supplier
- KV Materials · South Korea · Electrolyte raw materials
- Customer
- Amosense · South Korea · Electrolyte substrates
What this supports
Only the short seller's report links KV Materials to Amosense, and says KV Materials is owned by a Chinese scandium-products group (record 1). Ownership is not origin: a Chinese owner does not show where the scandium was mined or refined.
What remains unknown
What KV Materials sells and to whom; whether its product is scandium oxide or scandia-stabilised zirconia; its own supplier.
The claim it answers
- Alleged BE-SC-005 · The Korean substrates Amosense makes for Bloom contain scandium sourced through the Chinese-owned Vital group and its Korean company KV Materials. · what the documents prove: relationship, timing; not material origin
The records (1)
- 2026-07-08 · reported by a third party
Ownership of the Korean electrolyte-material maker, the report's claim
KV Materials, which provides the "electrolyte raw materials," is actually owned by Vital Thin Film Materials, a Chinese scandium-products maker and part of Vital Group, corporate records show
A short seller (its publisher's affiliate is short BE) · Short seller's report on Bloom's scandium sourcing · 2026-07-08 · a third-party copy, not matched to an official host · fingerprint 26a6f63368589260
What would settle it
- Would confirm it: KV Materials' audit report naming the Vital company it buys from and the product as scandium oxide or scandia-stabilised zirconia; or Amosense's reports naming its raw-material supplier.
- Would weaken it: KV Materials' related-party note showing its purchases from the parent are not scandium, with a non-Chinese scandium supplier named.
- Next step: Read KV Materials' audit report and Amosense's annual and half-year reports on Korea's filing system.
One step upstream: who supplies KV Materials?
- gap: not identified · Where the scandium KV Materials buys comes from