All valid points.
Like all start ups, nothing ever goes right straight off the line with new technology.
Hopefully with Samsung SDI asking that the entire 2000TPA installation of the Gen 2 Furnaces be validated is the precursor to large contracts.
Samsung SDI need Anode materials now!!!
Novonix business model has been scale in a modular fashion.
If 2000 TPA incrementals it is. Once the first install is operational, expect to see scaling and contracts increase at pace.
Novonix still have a very good moat IMO.
Being US based is going to work well for them.
I am on the fence about upgrading listing to the NASDAQ, much prefer debt funding to move forward, less dilution.
As for 10-20 x return on the company, this is all relevant to what price you buy in.
For me, NVX is my first 15 x bagger so far.
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