I think that at this point in time when Novonix isn't mentioned on battery day it won't be as devastating to the SP as once thought. I've read so many posts on Facebook in the last 3-6 months regarding novonix and most people mention that whilst there is a strong correlation, most investors understand that 1. Novonix may supply components to Tesla indirectly and won't be mentioned and 2. there are a lot of other aspects to Novonix that make it a strong company.
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