I think short term, we should really be looking at what Samsung SDI is doing.
They are out to scale a US footprint by 2025.
Update on their site and factory plans is to be announced by end of 2021.
Novonix plans to scale 40,000TPA by 2025, how much is for Samsung SDI?
Is Sanyo/Panasonic MOA converting to supply contract? GEN 2 system online and product is being sent to customers. This could be another multi 10s of tonnes contract in the next few years.
No wonder the update presso is looking pretty slick and mention of NASDAQ listing is on the table.
Ann: Updated Company Presentation, page-37
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