Ann: NOVONIX CEO hosts webcast on Panasonic Agreement, page-19

Yeah it’s pretty hard to argue with a potato that for years has staunchly criticised anyone on here posting media links to Panasonic arguing “No relevance” to this stock. Even still insisting a Binding offtake is dots that aren’t there and wishful thinking.

Probably the funniest claim of the day is that “cathode and EV industry is on thin ice”, This is less than a week after GM signed off on there largest EV Cathode deal. $18.8B with LG Chem to provide over half a million tonnes of CAM from their Tennessee plant 2026 through 2035.