My prediction for what it is worth.
Novonix will be taken out within six months by a car company or big battery company with an offer that can’t be refused.
Why? Because it is clear that nobody stands a chance against Tesla unless they also vertically integrate and own the whole process. I think we will start to see the merger of battery and automotive companies soon and possibly some mining technology companies in the battery mineral space.
Novonix is juicy and it can’t compete on its own at tiny scale in a world of Tesla post bd where everyone is trying to get terrawatt hour production up and running within ten years.
The expertise has to be taken in house.
The question is how much are we worth? Let’s hope we get a few bidders
Ann: NOVONIX AND THE BATTERY REVOLUTION - Battery Day Response, page-152
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NVX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
61.5¢ |
Change
0.005(0.82%) |
Mkt cap ! $303.0M | |||
| Open | High | Low | Value | Volume |
| 62.5¢ | 63.5¢ | 61.0¢ | $650.5K | 1.048M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 66264 | 61.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 62.0¢ | 4039 | 1 |
View Market Depth
| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| NVX (ASX) Chart |