Media Watch - NVX related, page-11005

Yeh super low volumes. Not sure of the reasons for that today? Barely 200k shares traded with two hours to go - odd.

Just thinking about the huge site size. The 182Ha site would be expected to be for the full 75ktpa expansion. So 85ktpa total capacity.

Recent Posco figures show US$10k earnings per tonne is a pretty fair assumption. AU$15k.

15,000 x 85,000 = $1.3 billion (albeit 2027 sales figures). A long way from today's negative earnings. Give them a P to E of what, 15 if things are going well and there's some good signs on the cathode side of the business??

Don't want to 'upramp' here, but just felt like writing my current thoughts down. These are wild figures, and why I'm so excited about the site announcement and the marquee offtake for the new facility. It doesn't guarantee the SP will climb immediately (although its reasonably likely) but it all but locks in insane earnings growth over the medium term investment horizon. It confirms that Novonix is on track to grab hold of the boom and ride it, despite the early delays and setbacks.

Or maybe Novonix will just settle with the little KORE contract and not look to grow anymore - anything is possible haha. Until something is confirmed its unconfirmed.