Been on the watch list for some time this one. Today's entry point too compelling to ignore. Along with CXO earlier this week, very happy to now have a long hold in these two businesses. Thoughts on NVX in particular; market leading technology, a tangible moat at a point in the renewable supply chain that isn't well serviced in the US and finally, they're well led with excellent network connections at CXO & Board level.
Media Watch - NVX related, page-8404
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Add NVX (ASX) to my watchlist
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78.0¢ |
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| Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
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