I agree Paul. All the shareholder pain has been inflicted because we were effectively pre-revenue (BTS doesn't count) in a shitty macro economic climate. Things will change quickly when we are generating non-trivial revenue from one of the biggest battery makers in the world, all while our offtake pipeline will be growing. Additionally, this ramp should align with Fed rate cuts. Bonus points might be the 60% tariff on all Chinese graphite and anode starting from early next year under a Trump presidency.
Still some boring months ahead, but we are nearing some good times which, i suspect, is why Vanguard recently opened a nice little Novonix position.
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