NVX 0.71% 70.5¢ novonix limited

When its stated that the cathode division could be bigger and...

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    When its stated that the cathode division could be bigger and more profitable than the anode division you start to get an idea that this could be a monster of a company 2027 - 2030. Add in electrolyte division, Mt dromedary, BTS and the Emera partnership it could be massive.

    I listened to a posting about the Emera partnership and what they are trying to achieve and if bought to scale it will be a massive earner. I initially dismissed the significance of this element of the business.

    A major element of their plan I like is the significant cash flow by 40,000 TPA of anode and that should help limit further dilution and open up access to cheap finance.
 
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