What a great addition to the NVX board. The depth on the team is phenomenal and she will bring connections and experience with scaling logistics across many areas of the business.
My thoughts are it might take a while but by the end of 22 you would want to have concrete plans for expansion as the timelines for many of the US battery plants are 24/25. To meet that demand, the next 12mths is crucial to set the coarse of NVX ship.
I am hoping they are needing government loans (and they are available in that timeframe)or financing to go to 100k tons 2025. I think the demand is there.
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