NVX

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57.5¢ novonix limited

Excellent work. Now its a waiting game. Definitely tipped the...

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axle84

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10/01/23

17:32

Post #: 65621667
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Originally posted by stockyclint: ↑

Mates, I found Greenfield #1 and its a beauty.

Google these coordinates:
35.103465288365136, -85.14328289124438
Or try https://goo.gl/maps/WhtthztWaXrC1e3E7 (Ferdinand Piech Way)

Next door (practically) to VW. Remember VW's Chatanooga site has a whole other site next to it that VW own for their next factory. You might recall how clear VW were about their intention to use synthetic graphite anodes at battery day in 2021 (ref https://cleantechnica.com/2021/03/16/what-did-volkswagen-actually-present-on-batteries-today/). VW are already making the ID.4 at their ICE factory in Chattanooga, so it's very plausible that's where some anode from Riverside that is excess to Kore's requirements will go, but that's far from certain (https://topelectricsuv.com/news/volkswagen/vw-id4-best-selling-electric-suv/)

Scale checks out. Big blue is approx 200m long, Greenfield is approx 500m long. It's also adjacent to a rail siding (will talk about how logical this is in another post https://ops.fhwa.dot.gov/freight/infrastructure/ismt/state_maps/states/tennessee.htm)

I've built things like this, so I understand the process. After NVX released their initial render I made the point online that the actual location could be identified by the roads shown in the render because you don't create a render at a random location. After releasing the initial render they started using a cut version of the image which doesn't show all the roads and detail around it. As they've stated they plan to 'break ground' in the next six months which means they must have already completed the FEED and most of detailed design, and by now will have started some early works. Their geotech would have finished the site investigation a year or more ago.

This is their new site. This is where Novonix ramps to 85ktpa. This is the site that secures more than a billion per year in earnings for a little growth stock from Aus. Let the SP do whatever it wants for the next few months, it doesn't matter one iota.

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Excellent work. Now its a waiting game. Definitely tipped the scales in the favour of VW being the offtaker or one of the offtakers.

I would be tipping the batter factory for VW will be nearby and also possibly another facility for the further models like Scout they have already announced.

NVX Price at posting: $1.61 Sentiment: Buy Disclosure: Held
14 Upvote

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Excellent work. Now its a waiting game. Definitely tipped the...

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Utah authorities sign off on Anson's lithium extraction plans at Green River

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Vulcan appoints investment bank and M&A veteran to board

Featured News

Buyers (Bids)

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Excellent work. Now its a waiting game. Definitely tipped the...

Top Stories

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Utah authorities sign off on Anson's lithium extraction plans at Green River

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Vulcan appoints investment bank and M&A veteran to board

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News