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NOVONIX The Replacement Tesla Research Team, page-35

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Feral54

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13/06/20

13:24

Post #: 45202470
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Originally posted by Feral54: ↑

Many look at the massive increase in production required and say how can NVX ever achieve that. The fact is that this new supply chain has to be built by someone. Whether it is any 1 or all of the big 5 producers or new producers like Tesla. Banks will have to supply the funding and the big 5 will have to supply the consumption guarantees. Governments will intervene to ensure this ramping is facilitated. Who best to build this production than the company with the best, cheapest and most environmentally friendly product (patented). Burns has talked of producing 100,000TPA of pure graphite and being the number one non Asian supplier to the top tier battery manufacturers. As a top tier battery manufacturer, do you want to produce your anodes from raw materials or do you want someone to supply you with finished product. Mark Obrovac and Chris Burns have done a fantastic job, now it is the turn of Andrew Liveris and Robert Natter to deliver. I presume it is not in their nature to throw their hands in the air and say it cant be done!. More lets get the people together who can deliver. I dont think the next big announcements driving the SP will be technical, they will be corporate. Whether BD will be the start is the million mile question (sorry couldnt help that , Im amused). Feral

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Another way of looking at this: suppose you are 1 of the big five and you need a 30,000 TPA anode plant, would you spend $300million building a pruduction facility with obsolete technology? Me I'd wait 6 months for NVX to prove its mass production capability and scaleability, then have a serious chat. Feral

NVX Price at posting: $1.18 Sentiment: Buy Disclosure: Held
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