Steve has said that there would be significant news in october 2021 from just after battery day last year. I believe the options are banked around the announcement of an off take agreement.
Tesla is at 90% of their battery pilot production. Into final stages. Jeff Dahn just rejoined Novonix. Novonix has been a key to Lake battery testing. Jeff Dahn still works at Tesla.
Yep. I am still speculating that Tesla would be an off taker which would to me explain the odd timeframe for exercising the options. 35 cents to 75 cents. Has to be something bloody good. Interesting times ahead. Happy with been wrong.
Taking a guess: (part of the fun)
Tesla off take agreement.
Tesla to provide solar panels and battery storage.
Lilac full disclosure and agreement for ESG.
Novonix Results.
Export credit agencies announced.
Pilot Plant at Kachi.
Any announcement on Cauchari a bonus.
Christmas.
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