NVX 2.41% 85.0¢ novonix limited

We might see some big contracts coming first half of 2021 if NVX...

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    We might see some big contracts coming first half of 2021 if NVX and LKE can provide a Tier 1 EV battery.

    Exciting times.

    Hazen will be sending product to NVX from now on for these batteries to be built and tested.

    Maybe Kore Power will be the first customer, would work in with the time line of where NVX, LKE and the 12GWh factory Kore are aiming to build.

    Currently Kore are using Chinese batteries, but will need new supply lines for the US factory.

    Then there is Samsung, Sanyo and a host of others potential customers NVX has been working with.

    MC of LKE is only 55million, still a risky start up, but, like all good things with risk, if they can pull it off, the upside is massive.

    NVX has de-risked, just waiting on solid contract which will re-rate and really put this company on the radar, we are not far off.

    LKE, I feel like they would already have some big fish interested in the cleanest lithium on the market, another 6 months from now will be interesting if they can scale.



 
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