Thanks for the call out vwai. I’ve got a few things going on atm but I’m definitely planning to jot a few thoughts down on the latest developments, though more focused on the IRA impacts.
In regards to the TAQAM deal, if you read closely I did allude to this arrangement in my first post under Note 8, calling out Saudi as a specific territory of expansion. As noted I didn’t include in the model, but as justchilln suggests you can do the math on what this first stage does to the numbers. If I can also add, the other jurisdictions I would perhaps note (particularly for partnerships or licencing tech) are Japan / Korea ... and Canada also has potential for set up too… remember Japan trade department sent a whole blasted team to spend a full day touring NVX site a year or so ago. Fishy.
Regarding LG, I also indirectly included this deal as well. That is, basically ALL Tier 1s will be after a piece of NVX graphite, if they can get it. Including Tesla. There will be more to come.
I think at the moment things are playing out pretty much to the original script.
Regarding the IRA, however, I don’t know if many folks truly realise what this will do for NVX. I have done some pencil math and it is fall off your chair stuff.
More on this when things settle down, maybe (hopefully) in a few weeks.
As for guidance on the stock, my long-term view hasn’t been much more bullish.
Cheers,
CB
- Forums
- ASX - By Stock
- NVX
- NVX Fundamental Analysis - a multi MULTI bagger
NVX Fundamental Analysis - a multi MULTI bagger, page-284
-
-
- There are more pages in this discussion • 77 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NVX (ASX) to my watchlist
|
|||||
Last
71.0¢ |
Change
-0.055(7.19%) |
Mkt cap ! $347.1M |
Open | High | Low | Value | Volume |
75.0¢ | 75.0¢ | 70.0¢ | $1.826M | 2.521M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7797 | 70.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
71.0¢ | 24884 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
9 | 45422 | 0.700 |
4 | 32800 | 0.695 |
5 | 118738 | 0.690 |
4 | 1343 | 0.685 |
1 | 20000 | 0.680 |
Price($) | Vol. | No. |
---|---|---|
0.710 | 24884 | 1 |
0.715 | 10000 | 1 |
0.720 | 500 | 1 |
0.725 | 12000 | 1 |
0.735 | 4157 | 1 |
Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
Featured News
NVX (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online