Tesla & GM 1Million Mile Battery - NVX to supply Graphite, Electrolyte & Cathode, page-386

Long time lurker, but don't post normally.

I am quite bullish on NVX and look forward to the future.

My only issues that sit in the back of my mind are;

• Ability to scale at a speed to keep them ahead of the pack - I think they need to be looking to scale PUREGraphite much faster to cash in their tech before the pack catches up.
• The time scale currently indicated could allow changes in technology to make NVX tech out of date. While I doubt this at the moment, new types of batteries keep being produced in the labs, but not commercially... Maybe one will in a few years.
• Whether the right management is in play - a broker hinted to me he's not overly impressed with performance of some of the aussie team. I don't know enough here, but obviously puts a little red flag out there. Again, I can't help to think if this was a US Stock they'd be pushing scale much faster than they currently are. Getting into the market in a big way and disrupting the battery/graphite industry will make them a big player, not small tentative steps.

I can't wait for further announcements to keep my confidence up that I've made the right choice putting more of my portfolio into NVX than I normally would for this size company (been burned before).