Sounds like Panasonic moving away from natural graphite to synthetic such as novonix. This is a screaming buy. Re pricing, it may be commercial in confidence and also depend on an offtake negotiation. I don’t think there’s a set price for SG especially novonix SG. Can only guesstimate somewhere in the region of 15k to 20k. I’m more interested in the price for the coke from p66 if anyone knows? I think that’s the key here 1. Partnership with Phillips and 2. Future crystal size manipulation for improved performance (both factors have a cost advantage and performance over NG imo).
Sounds like Panasonic moving away from natural graphite to...
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Last
64.5¢ |
Change
-0.065(9.15%) |
Mkt cap ! $315.3M | |||
| Open | High | Low | Value | Volume |
| 70.0¢ | 71.0¢ | 63.5¢ | $1.760M | 2.587M |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 1 | 900 | 68.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
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| 63.0¢ | 325 | 2 |
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| Last trade - 12.29pm 05/06/2024 (20 minute delay) ? |
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Last
64.5¢ |
Change
-0.065 ( 8.54 %) |
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| Open | High | Low | Volume | ||
| 70.0¢ | 71.0¢ | 63.5¢ | 476051 | ||
| Last updated 12.29pm 05/06/2024 ? | |||||
| NVX (ASX) Chart |