It's interesting to see what other plans P66 has here.
They made a large investment into Novonix for their anode materials using P66 feedstock. But, this exposure now has them exposed to Novonix's R&D via BTS and Dalhousie University, Cathode Materials, Microgrids with Emera Technologies, 5% stake in Kore Power and a natural graphite and copper deposit in Australia.
Good long term play by P66 IMO, they are Novonix's largest shareholder, have a seat at the board and are well connected globally. They could of partnered with any Synthetic Graphite producer, but chose Novonix.
Regardless of current market conditions, this is looking primed for explosive growth in the next few years.
General discussion, page-74
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