Samsung SDI supply is a real possibility. Quantity unknown. Supply to Lucid at least at present is no. Plenty out there already indicating Lucid's adopting a Lg Chem cylindrical cells to avoid supply issue. Lg Chem has longterm graphite supplied by a company in brussels and signed 1.6bn deal with local synthetic graphite anode producer Posco Chemicals. There's definitely a market, and where there's money to be made, there's going to be competition. NVX just has to win it.
Ann: ASX Small and Mid-Cap Conference 2020, page-119
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