So impressed with this company. The following presentation was done back in Nov 2019. Pay attention to the questions section at 21.40-minute mark about the sales strategy going forward.
This was just before the Corona Virus started breaking out in China let along with the impact we have since in 2020. C19 hasn't impacted their strategy and had even accelerated it by making the Tier 1 battery makers revisit their battery supply chain for Europe and North America.
NOVONIX The Replacement Tesla Research Team, page-40
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