First off synthetic is a better quality product, even though its expensive today, but its forecasted that it will be cheaper by 2030. Only reason natural is blended with Synthetic is cause its cheap at $5,400 per tonne.
Currently Novonix can charge $11,000 per tonne. 2030 they can charge $9000 per tonne. The reason Novonix is priced higher is cause the AAM product is superior to natural. Short charging with more cycles.
SYR can go higher, but they need to disclose how much Telsa will pay per tonne. So people can calculate the future revenue. Currently unable to calculate there value. Possibly Tesla will get there AAM on the cheap.
Other problem the deal is not 100%. If they fail to create product that fits Telsa requirements the deal is off.
And we don't know yet where they going to get 134 Million from. Will they provide equity for funds? At what SP?
Ann: Further Spectacular Vittangi Graphite Results, page-35
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