Regarding this aware letter, its disappointing that NVX considers that a delay, albeit a short delay, for 3kt is not material because it is a small amount of product compared to the offtakes they have have signed with Stellantis.
If this is their view, then they have thoroughly missed the point and have shown a lack of of understanding of their shareholder base.
For shareholders we don't give a danm right now how much quantity got delayed, whether it's 3kt or even 0.5kt. We just want to see proof right now that ANY amount of synthetic graphite can be produced by you because till date there has been nothing.
Sentiment from me remains buy right now though. Announcements and activity right now has made this investment nerve racking but it's all noise IMO. I'm still waiting on some real news. I didn't expect February to be the month where anything significant happens. I'd suggest everyone calm down and wait till late April.
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