NVX 2.96% 69.5¢ novonix limited

Media Watch - NVX related, page-14373

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    Love your sleuthing/research work Scoob.

    Big lol with that slip up. Be a funny thing for a CEO of an enormous conglomerate to forget, especially as he got his tenses correct in the preceding sentence and following sentence too. And because any release on the company website would have been through many layers of checks. Additionally ample signs have pointed to further deals with Panasonic for quite a while. This bodes well for NAM to be in the 2170 batteries out of Kansas (possibly a shandy with NMG's product), and as the only synthetic graphite supplier to Panasonic in North America, and all torn-down 4680 batteries to date showing solely synthetic graphite anodes, i would say it bodes well for Novonix in the event the 4680 line goes ahead in Kansas (ref below).

    https://www.electrive.com/2024/03/11/panasonic-could-add-4680-production-to-new-kansas-plant/

    I'll take an educated guess and say the deal that Panasonic and Novonix announce next will be for up to 30,000 tonnes per annum. I'll take another guess and say the announcement will be made during or before October.


 
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