NVX 3.91% 59.8¢ novonix limited

Media Watch - NVX related, page-1388

  1. 3,626 Posts.
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    Your point is seen and understood. Someone has to build the capacity in the USA to fill Tesla's/America's needs. You can import any of the battery materials suppliers from around the world to do the same but they will have exactly the same starting position as NVX. Indeed NVX is ahead because they have relationships with the local supply chain already. This supply chain is very well aware of the potential scale needed and carefully manage their relations with NVX accordingly. So all players will be new and on a level playing field except NVX who will have their nose marginally in front. Then NVX has patented tech that is cheaper fiscally and environmentally to manufacture whilst being top grade in quality. Given you are starting from scratch, what you are saying is that any other materials supplier from around the world can move to the US and ramp, but NVX cant. I dont believe Admiral Natter and Andrew Liveris are on the board because of a handsome visage. They are there to provide the fiscal and political will to deliver. Ramping is about money and vision. I dont think Natter and Liveris are on the board because they need the exposure of a small cap like NVX. In this world there are optimists and pessimists, I choose to be an optimist, I can always revert to being a pragmatist. LOL Feral
 
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