Hi All -
This issue about NVX sh price post battery day. Two points:
1. "Worldwide Li-ion battery demand continues to rapidly increase, with global battery manufacturingcapacity set to exceed 2.5 tera-watt hours (TWh) per annum by 2029 across 142 battery plants.This will require >2,500,000 tpa of graphite anode, up from ~450,000 tpa anode production today." >> Short term NVX investors will get burned, whether the stock goes up or down after BD. Simply too much demand and competition (for performance/ecological demands).
2. In the days after BD, would not surprise in the least to get an ann from NVX. Product could be shipping to anyone from Panasonic, to LG Chem(Lucid), to CATL. Or someone we'd never expect --
3. Musk's need for materials is intense. It would not surprise me if TSLA tries to wrap up what supply of materials NVX can make, so other cannot use it. Either directly or indirectly through Sanyo.
IMO of course.
Hi All -This issue about NVX sh price post battery day. Two...
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