Back up that view with some facts please.
Every other indicator, is pointing towards a shortfall in critical minerals (including graphite) and Novonix have two facilities already built/retrofitting to scale 10,000TPA within the next 18 months and soon to be a new site to scale upwards of 75,000TPA with multiple Tier 1 customers.
Novonix is well past bench/Lab and pilot scale tests. They ARE SCALING as we speak and have bought the best Corporate management money can buy and backing of US policy-makers.
Ann: Ceasing to be a substantial holder, page-47
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