What conjecture, I literally copied it out of the announcement. The problem we'll see which will not only affect NVX, but also the likes of RNU,TLG,etc is offtake agreements. You can " estimate" pricing all you want, but no company now is going to lock in Offtakes based on current pricing or what pricing " may" look like. NVX's own estimates about 18 months ago were between $12-14k/tonne, so somehow even NVX have revised price targets, when demand is supposed to be heating up.
Ann: NOVONIX Achieves Key Anode Material Production Milestones, page-43
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