5 months to production, page-24

Just remember Tyson debate is healthy but let’s agree to leave out the idiot/clown bs, it’s unnecessary.
The VW TDA with Novonix has potential but VW are all over the show like headless chickens so whether it eventuates is uncertain. I put about a hundred hours into researching VW & their supply chain up until earlier this year so I’m relatively confident I could ramble on about Gotion, Northvolt, BTR, Umicore, 24m, koeing & Bauer etc. What was positive was VW still had no synthetic graphite supplier in North America so something could eventuate be it supplying their Gigafactory in Ontario or a future JV at the vacant site in Tennessee. VW like to invest in their partners, usually around 20% so maybe we could see something similar. Still have my money on Samsung being the next announcement but with the current economic situation there’s been a change of pace in the industry as a whole so who knows how the next 5 months plays out.