I think that we need to see both Samsung SDI and Sanyo/Panasonic supply deals materialise with the build out to 50,000 TPA, while concurrently moving from cathode pilot to commercial scale production.
Also need Humbler refinery in the UK to stop shipping their materials to China and start in-house anode production for the UK using Novonix's IP. Honestly think the hold up for this is the Minviro report, once that is completed, they can have hard third party evidence of the effectiveness of the product compared to China's open pit furnace systems.
There is a long way to go and the company has other opportunities other than what is listed above.
Media Watch - NVX related, page-6351
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