I will be sitting either up or down in the SP. I have a large holding with 90% of my account in NVX so I dont need any more so I wont be buying even at 80c. I am sure Tesla will go with a silicon/graphite anode in an MMB on BD, even if he uses Silions anode, which they bought out for $200mln it will be an indirect endorsement of NVX si/gr anode. An MMB will force all auto battery makers to upgrade their materials to match Tesla .So the demand for the NVX anode will intensify. I suspect however that Panasonic will start useing the NVX anode in their Nevada plant from September and this they will be able to make public after BD. So I am of the view that the SP will go up on BD anyway. As I have a large holding I dont need any more so again I wont be buying. Feral
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