I'm sure many people in this thread know more about Novonix then I do, but maybe that's the problem. Why are we still talking about EV and Tesla like they are the two only potential end goals for this company?
The way I see it is we are in the Battery testing and development business- helping bigger suppliers of batteries with our processes to supply a potentially huge market with many applications. The risk is whether what Novonix comes up with becomes one of the technologies that breaks through, not if Papa Elon throws some holy water our way. Yes EV is sexy, but I would say the boring applications (like power grids and devices that require EV like batteries but aren't cars) are actually the exciting ones.
I'm sure many people in this thread know more about Novonix then...
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