NVX 1.99% 77.0¢ novonix limited

Ann: NOVONIX Business Update, page-36

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  1. 309 Posts.
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    Chris mentioned a few times about company offtakes funding expansion, so I think we should expect deals like the LGES one but bigger in the not too distant future. I am pretty sure now that Novonix has ticked off almost every conceivable box for tier 1 battery players that they have the right quality materials, there issue of price is a problem. I think we would want a premium for what we offer, but the world graphite prices are on the low side, so we would prefer to negotiate from a position of strength. Graphite tariffs or a rising world price would certainly help. Anyway, the big contracts are long overdue, let's hope they can pull this off with a good deal or three!
 
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