There is no chance Novonix will be mentioned on bd. I don't think anyone really believes that.
What is important to the share price is that Tesla is going to massively increase battery production via its own cell manufacturing plants. Those plants are going to need raw materials and so are all the other factories from other companies about to be built.
Elon has also recently put to rest the theory they will be moving to 100% silicon anodes. They will be using graphite and silicon which is right in the Novonix wheel house. Let's see what arises over the next few months.
St. Baker confirms NVX is not selling to Tesla, page-2
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