Media Watch - NVX related, page-9546

Because the market is greedy, impatient and irrational. Because the market sees no meaningful revenue it assumes that nothing is occurring. It sees cash burn and assumes a path to bankruptcy.

They miss the strategic posturing and investment into infrastructure, capability and people. They discount the background work that they don't understand - it barely understands what it SEES (and even then that often misinterpreted).

The board is a lot smarter and has more insight then the likes of you and me. They have foregone the quick buck in pursuit of something meaningful and of longer-term value. The diversity and experience of the NVX BoD is, honestly, phenomenal. Once they reach steady state in production and the leasing of IP and establish JVs the fact that the SP fell to around $1 will be well forgotten. People will be jealous of those who got in at $12.

Its all about perspective. Do you think the US government agreed to give them $150m USD without looking at their plans and capabilities. Do you think the Kingdom of Saudi Arabia has entered into a JV without exploring options. Do you think the US government would invite NVX to apply for a DoE loan of circa $1b USD???

Mate, you can listen to the fudsters and bemoan the current SP or you can look at the facts that are staring you in the face. Sure there is a lot that we are not privy to, but these big indicators from those that would know should tell you that those elements are no real concern.

I acknowledge PieChart's concern about not providing commercial supply for revenue, but again, the BoD are going bigger then that 2ktpa - they are using that facility as an investment to access a much better opportunity (by providing samples to many customers (which will create competition) and by refining their systems and processes). Yes, that will cost them in the short-term, but long-term will return SO much more.

At least this is the way I'm reading it and am happy to let them get on with. But true, a few announcements to let everyone know what is going on would be great. But hey, they are meeting all the requirements for their reporting IAW ASX and NASDAQ policy and their legally contracts with third parties.

Sorry about the longer post.