Yep, defo a LT hold.
- Panasonic supply Tesla (our chief battery scientist and Tesla's chief battery scientist are the same guy)
- We are the sole North American supplier to KORE
- We have a deal with LGES and they have purchased significant ownership in NVX
- We are in advanced discussions with "all or nearly all" of the other tier 1s.
I think this chart tells the story of why this is the best (or one of the best) buys in the battery game atm.
Ann: Panasonic Energy and NOVONIX Sign Binding Off-Take Agreement, page-32
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