Ann: NOVONIX INVESTOR WEBINAR PRESENTATION, page-65

I bought as many shares as I could afford some months ago @ 32c with the hope they would be $1 by xmas. Then I was able to buy 100% more @29c so not only has my 200% gain been achieved much earlier than expected, it has been doubled by the new shares. So I am very happy with the NVX SP performance.
I have guesstimated $1.20 pre BD and possibly $2 after a successfull BD. My $1.20 has been achieved and I hope it holds until BD. I am happy with this performance also.
When the SP can shift 15% on a day, and then repeat that the next day,it creates a lot of adrenaline and with that comes aggression, hyperbole and conspiracy theories and new to thread posters whose excitement is not matched by their knowledge.
We have seen US listing delayed (sadly) until late Sept due to the lack of an audit until then: a perfectly rational explanation but we have seen conspiracy connections to BD and accusations of hiding monetary figures. Neither hold up to logic. IMO talk of vast royaltys materialising and bountiful dividends also doesnt hold up and adds to the hype and confusion.
I sit back and have a nice cuppa and be thankful for where I am at. Going forward my expectations have been modified upwards. The recent announcement of useing the Li Fe Ph cathode for the high density urban Asian market has freed up production capacity for Panasonic USA who have a MOU with NVX and a new contract with Tesla that involves them having to adopt new tech. I suspect this has a good chance of being an NVX anode, pure graphite al least being the major component and possibly with added silicon. I dont believe NVX has a cathode that is sufficiently proven up to be commercialised yet. All products take a minimum of a year to 18 months to market commercially. I would be happy to be surprised if wrong, of course but I find conjecture about a new NVX cathode for panasonic/Tesla is premature. That doesnt mean I despair, Panasonics factory would be modular and have at least 4 production lines I suspect. So a modest change could be achieved at any point going forward and I suspect that the new contract between Tesla and Panasonic probably has such flexibility built in at Tesla's discretion. He who pays the piper.
Tesla: well Elon wants to have production closer to point of use, so it is logical to build the LIFe Ph battery in China but he needs the MMB generally but more specifically for his ute and Semi : both built in USA, I understand. These need highest capacity batteries, NVX target tech area. Given the above I at least half expect a NVX anode in Tesla's BD announcement. Anybody saying BD is not important to NVX is delusional. Nothing will announce that NVX has come of age quite like a battery endorsement from Tesla. In this case scenario I expect the SP will achieve $2 at least but I note that BD is 2 months away and if a week can be a long time in politics then 2 months can be an eternity on the stock market. So I intend to sit back, stay rational and hope that my expectations are met. I cannot exclude something from left field. Feral