NVX 1.45% 70.0¢ novonix limited

Ann: Phillips 66 nominates Zhanna Golodryga to NOVONIX Board, page-2

  1. 389 Posts.
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    Incredibly bullish ann. Novonix doesn't say much publicly, but if you parse their ann's carefully...

    2. "Phillips 66 is the largest shareholder of NOVONIX. It is also working with NOVONIX in the development ofspecialty coke technology used in the production of high-quality synthetic graphite for lithium-ion battery anode material."

    Question: Is PSX customizing it's coke output to make it easier (cheaper, higher quality) for NVX to process? My guess, yes, which would vastly differentiate NVX syn graphite compared to Chinese/European producers.

    3. "Through her role at Phillips 66, Ms. Golodryga is responsible for Global Information Technology, Global Procurement, Real Estate and Facilities. Ms. Golodryga is leading the digital transformation at Phillips 66 by developing and executing a program focused on delivering more agile, efficient, and smart ways of working."

    Question: Will Ms. Golodryga influence, grease the wheels, and provide high level support to NVX facility (global?) procurement?

    4. Ms. Golodryga said. “I am looking forward to working with the NOVONIX team to find ways to successfully scale the company’s technology.

    I'm thinking this was a master-stroke tie-up. When she says "company's technology," I think she's not isolating PureGraphite.

    Geez --



    Last edited by staypuff: 20/10/21
 
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