NVX 4.14% 75.5¢ novonix limited

Rabbit...We go up ..we go down...it's all WHITE NOISE...as...

  1. 2,052 Posts.
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    Rabbit...We go up ..we go down...it's all WHITE NOISE...as you say fundamentals for NVX improve every day ..Traders are as we know driven for the most part by greed and fear..and for the last few months we have been range trading... getting rid of that overhead supply... off that big top...and short building by the shorters ...this is all part and parcel of Short Term thinking ...
    Looking at the Macro Negatives ..China is working its way through their massive property debacle and Covid close downs and that has slowed Chinese Demand ..They are now moving up stimulus slowly and others countries have been raising interest rates to reduce buying pressure on supply and hopefully reducing inflation rates BUT IT IS IMPORTANT TO REMEMBER ...the U.S. government through its INFLATION REDUCTION ACT is supplying big Grants and many billions of dollars of very Cheap Loans to the Fast Expanding Electrification Industry players and huge subsidies to buyers of EVs ...THIS SECTOR IS STRONGLY EXPANDING ..AND OVER THE NEXT FEW YEARS DEMAND FOR GRAPHITE WILL BE 10x available mining supply ..
    The top moving sector OF THE MAGNIFICENT SEVEN.. US HIGH TECH STOCKS will change BUT SLOWLY NOW 28% of the S&P 500 their share will continue to re-adjust ...Investors in NVX must remember this huge Wave of expanding demand for graphite now moving forward ..and that The major joint venture multibillion partners of NVX are planning for this massive growing demand and supply shortage ..in a two to five year development plan.
    Big Players will SLOWLY move in to NVX shares ...will soak up supply and drive price as the Electrification Industrial Revolution moves forward ..and this now appears inevitable with Cathode and Anode manufacturing technology that NVX have now Developed ...now we know PATIENCE IS REQUIRED and that PRICE OPPORTUNITIES will occur...SO ENJOY THE OPPORTUNITIES PRESENTED BY THE WHITE NOISE!!!!
    We have only covered the first 5 Metres in the two hundred Metre race in this massive wave of Economic and Industrial Change caused by the massive moves in this Green Revolution which is driving electrification ...Schumpeter's Creative Destruction is now underway as we change from Oil Gas And Coal to clean electrification ALL OVER THE WORLD.
    All the Best to All
 
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