Hard to predict how the market will react atm - i suspect we might still be underwhelmed. Whelmed at best. Those binding offtake agreements will guarantee billions in earnings, so one would think that would lead to a much much higher SP immediately after.
Wherever the SP lands after the greenfield site and offtake announcements, you can be certain that it's still just the beginning for NVX - they could be hitting a billion in earnings per year as early as 2026. The upside in the next 3-5 years is going to be off the Richter Scale.
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