That's a lot of good stuff honestly. Puts some of the GEN3 furnace unknowns to bed.
Also nice to see a hint at what the sales prices will be (7k-10k/t). If you take the average it's a bit lower than one would hope but it's within the reasonable range.
Key downside I see is the production economics bar chart. It says the revenue has the potential to be barely break even (or possibly less) than the operating costs. In the worst case this is even after accounting for the Tax Credits. This quenches my initial excitement, they must continue to find ways of reducing operating costs.
Ann: NOVONIX Achieves Key Anode Material Production Milestones, page-38
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