I believe that regardless of the outcome of the KORE agreement, NVX will not become a powerful, sustainable company that many here think it already is. If I had to guess, I'd bet that the whole thing with KORE is not going to play out at all and there won't be any new deals, or deals that would materialise. That being said, I also believe that the whole lithium-graphite saga is a massive bubble that will fade, although obviously not disappear.
I am sure my response doesn't please you, but that's how I see things. You can quote me and see how things have worked out in the next 1-3 years. I am the first to admit that I was wrong, if this is the case.
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