Horse before the cart shite. It is all about capacity to scale up supply as needed - that is to have a facility of certain unlimited capacity and increase capacity as supply - binding mou's - offtakes are signed. Ramping up to soon allows end users to have advantage - the capex/opex of scaling up capacity is huge - do it to soon and it favors end users - do it to late opens opportunity for new players but many of those are hamstrung with realizing finances to progress to development.
Anyway we have so many advantages - coh - the superior product/tech team - superior management - partnerships - connections - and the holy grail of shared patented tech royalties. Speaking of - GBE just announced a ripper today re niobium and other mineral processing patented shared royalty earning tech that vastly reduces capex/opex and environmental footprint.
The past is closing in on fossil fuels and they are currently enjoying their last hurrah as the transition takes time - however it is in the tech - the patenting and royalties that will be huge beneficiaries of companies like Novonix - Globe Metals & Mining that will increase margins on their own assets and operations with huge royalty incomes. If other potential mining companies do not to contract into those patented tech advanced royalty schemes offered - they simply will not be able to compete with their traditional mining - processing leach heap extraction BS. Seriously - take gold for a basic example - in the past the amount of electricity - acid - water - etc etc and the disastrous environmental component - yep I have worked many years in such. So now we all want green power etc - guess what it will be across the board of every mineral soon enough - that only certified green gold production - silver production - the list is endless and for a few that develop new science/tech that can reduce substantially the production costs and environmental effects - they will be the peers of all mining futures.
We have an industrial revolution happening before us - many are anticipating great outcomes for the household minerals - related companies associated however very few are understanding of what NVX - GBE for example are looking to capitalize on - that is huge reduction in capex/opex through new tech/science investments and what the whole green shift is about - huge beneficial environmental improvements. Opposed to all the various companies looking at developing mines - extracting all the future global minerals needed for the future but in old - expensive and far less environmental friendly methods that are being created by NVX and a few others. Can you see it - all these global mega current mining operations (trillions of dollars from funds to the big pockets of the biggest mining companies in the world) shiteing their pants that their massive decades of investments in oil - coal - gas etc is to become redundant - then the new companies are shiteing their pants because if they do not have paid access to the patented tech of the new world green industries and materials required - they are .......
Sign me up now they will be saying - the big end of town who spend huge millions on R&D - the RIO'S BHP'S who are so overweight on expenditure yet clinging to old redundant oil and mineral production that will decline rapidly - yet their mega dollar R&D dream teams can not keep up with - say Novonix. When the time arrives these conglomorates will eventually shift and pay a premium to remain ahead even though they did not develop shit - they paid a kings ransom to get in - along with the insto's - funds that finally realize their mistake - trillions of dollars in all - and all for the benefication of a critical global environmental future.
This is bigger - so much bigger than I could have thought - the new science/tech/processing of developing global future needs. I saw NVX as big player for all the reasons discussed here on HC but I now see their shared patented - royalty income as the companies major future earnings. Yes we can build - scale up - build more - scale up more - however we can look forward more to the royalty toll - let the other huge auto companies for example build more - scale up more - so long as they are paying a royalty for NVX tech that will continue to be ahead of the chasers for decades - our management and yes newly bod appointee will be enriching not only shareholders - but the planet.
That was massive - sorry - now I understand the patents - our superior tech team in all its forms (the bring it home to US theme) - there can be no massive EV industry - battery storage industry without a handfull of superior companies dominating. We will be one - long way to go but we will be in the top three in the US - and Europe remains open even though they are progressing.
What did Burns say recently - read it and read it again re how they can do it better than China supply - how the availability of superior needle coke is readily available - well for NVX it sure is - what about other potentials? We are so in the box seat here with royalty management and connections.
GLA - patience required only.
NVX Price at posting:
$5.81 Sentiment: None Disclosure: Held
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