with US Infra bill, us ,matched funding , non-china supply chain, green initiatives, conflict mineral avoidance (i.e. dirty graphite), plus synthetic graphite having better cycle life AND Admiral Natter leading inroads - NVX is a pillar of future industry
Market can sell down all it wants, but NVX is a big big player in the future IF they can avoid mismanagement towards full production.
No certainties there but certainly a good holding for a diversifed portfolio, in particular towards Super funds in my opinion and what i have done
Ann: Panasonic Energy and NOVONIX Sign Binding Off-Take Agreement, page-41
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