The more I see the more I like this company.Tesla's request to waive tariff on synthetic graphite only solidifies my conviction that synthetic graphite demand is here to stay. Tesla is only one car manufacturer, think about the others who are scrambling to get their hand on this product. Market volatility is always a great opportunity to pick up the winners. My only regret so far with Novonix was I didn't buy more. But now, I think the opportunity is now presented (not an investment advice). People are talking about their revenue (even that is quoted wrong as $1.6m), but in growth stocks, you invest in the people, the technology and the massive tailwind behind it. How much it will cost to build a battery tech team with Jeff Dahn and Chris burn and the whole team of Dr. Obrovac working on new IPs? How much is the value of the board that includes Andrew Liveris and Admiral Robert J Natter who have so much influence in US policy making? With Novonix, my conviction or "speculation" could be proven wrong, but if I am right, then the upside is infinite. GLTH
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