NVX 0.71% 70.5¢ novonix limited

2023, page-28

  1. 994 Posts.
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    Mates, I found Greenfield #1 and its a beauty.

    Google these coordinates:
    35.103465288365136, -85.14328289124438
    Or try https://goo.gl/maps/WhtthztWaXrC1e3E7 (Ferdinand Piech Way)

    Next door (practically) to VW. Remember VW's Chatanooga site has a whole other site next to it that VW own for their next factory. You might recall how clear VW were about their intention to use synthetic graphite anodes at battery day in 2021 (ref https://cleantechnica.com/2021/03/16/what-did-volkswagen-actually-present-on-batteries-today/). VW are already making the ID.4 at their ICE factory in Chattanooga, so it's very plausible that's where some anode from Riverside that is excess to Kore's requirements will go, but that's far from certain (https://topelectricsuv.com/news/volkswagen/vw-id4-best-selling-electric-suv/)

    Scale checks out. Big blue is approx 200m long, Greenfield is approx 500m long. It's also adjacent to a rail siding (will talk about how logical this is in another post https://ops.fhwa.dot.gov/freight/infrastructure/ismt/state_maps/states/tennessee.htm)

    I've built things like this, so I understand the process. After NVX released their initial render I made the point online that the actual location could be identified by the roads shown in the render because you don't create a render at a random location. After releasing the initial render they started using a cut version of the image which doesn't show all the roads and detail around it. As they've stated they plan to 'break ground' in the next six months which means they must have already completed the FEED and most of detailed design, and by now will have started some early works. Their geotech would have finished the site investigation a year or more ago.

    This is their new site. This is where Novonix ramps to 85ktpa. This is the site that secures more than a billion per year in earnings for a little growth stock from Aus. Let the SP do whatever it wants for the next few months, it doesn't matter one iota.



    https://hotcopper.com.au/data/attachments/4958/4958310-49d083c9a973c6e8dc0b5af498af948c.jpg

    https://hotcopper.com.au/data/attachments/4958/4958401-e95a65eced9a17fc6f260bf8dba024ff.jpg




 
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