NVX have an exemplary board and a lot of technical expertise. There's a lot of potential but sheesh it's tough as hell to quantify. WBT is that stock for me, but in the EV/battery space, I feel a whole more comfortable with FYI at <$300M than NVX at >$1B. But anyway, completely different plays albeit within the same broader thematic.
2021 - General Discussion, page-4237
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