General Discussion Topics, page-33474

Unfortunately mate , I don't reckon that will even move the needle now. See that is the whole problem with these things. They are about hitting your window of opportunity. Market is already expecting that these results should be if not will be good - otherwise they have Bupkis . The market has moved on from this delay now and is now more looking towards the crucial ' Financing ' and ' Funding ' issue. Where is the money going to come from and who and when will the Market get more certainty around this issue.

Investors had previously spoken about being ' De-risked ' . However , it is never truly de-risked until we know where and when the development funds are going to come from and when. So similar situation to that of AVZ whereby most of their recent upswing in their SP resulted from a securing of their cornerstone investor for its initial US$250 million and commitments totally as much as US$400 million PLUS the buying back and increasing their interest in their Manono Lithium Project. In that example , they had nothing but statutory news items released after their announcement of 29th September through almost end of November and yet put on over $1 Billion of Market Cap value.

So Novonix is small potatoes by comparison unless it is ALSO tied to a significant EV off-take deal worth hundreds and hundreds of millions. And that unfortunately is not likely to happen now for Sayona until perhaps well after the January update and AGM. Of course I hope I am wrong about that but that is the way I see it now.