Honestly I think the target that Novonix has set for 150kTPA by...

Honestly I think the target that Novonix has set for 150kTPA by 2030 is to low.

Gigafactory on average will consume 30,000TPA.

We will only be able to supply 1 Gigafactory and a smaller player by 2025 with current announcements from the company.

With different states competing for EV and ESS manufacturers, offering incentives, taxs cuts and loans. Add the Bipartisan Infrastructure Framework and DOE loans, I think we are set to scale faster than what is being pitched to us.

Samsung SDI and Sanyo are going to need big orders. Who else is knocking on the door for a slice of PureGraphite?

Novonix plays cards close to the chest and has been a water tight company todate.

BMW ($24 billion) and Toyota ($13 billion) last few days throwing big money at this space.

Rivian expects to IPO with an $80 billion MC.

Here we are with a pissy little $2 billion MC about to have more orders for anode than we know what to do with....