Great detective work of the Render location close to VW or in conjunction with.
Below was a quote that never got much attention.
https://topelectricsuv.com/news/volkswagen/vw-id4-best-selling-electric-suv/
Novonix broke ground for the country’s first anode manufacturing facility in Chattanooga on November 22, 2021. It will produce synthetic graphite anode material used in lithium-ion batteries. FoxChattanooga cites Novonix CEO Chris Burns confirming the supply of pieces for VW’s EV batteries.
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Your right current share price does not matter one iota.
Funding arrangements that range from tens to hundreds of millions of US dollars in different forms, be it equity, prepayment or debt structures that will be coupled with long-term offtakes. If we sign an offtake over five years for these materials, we are talking about multibillion offtake contracts.”
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