I wouldn't think one customer only with a strategic investment, but they probably get first dibs at large scale, then NVX could expand to others over time.... No one else (apart from Sanyo/Tesla) would need more than 30k-40k tonnes at this stage IMHO.
European expansion would be amazing, but with the momentum in the US I would think they would want to shore up supply and product quality in the US first. Europe maybe in 2-3years...?
I wouldn't think one customer only with a strategic investment,...
-
- There are more pages in this discussion • 24 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NVX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
70.5¢ |
Change
0.005(0.71%) |
Mkt cap ! $344.7M | |||
| Open | High | Low | Value | Volume |
| 69.5¢ | 72.0¢ | 68.5¢ | $478.7K | 675.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 15701 | 70.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 71.0¢ | 10000 | 1 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| NVX (ASX) Chart |