Yep, anybody who discounts Liveris' value to Novonix is kidding themselves IMO. I would be quite surprised if there wasn't some NAM in future Lucid EV's made in KSA too.
By my analysis the TAQAT deal alone - which I largely credit to Liveris - will result in a SP increase of $4-$5 once fully ramped, and will come with favourable finance terms.
https://www.reuters.com/business/autos-transportation/lucid-losses-put-saudi-arabias-ev-strategy-headlamps-2023-05-10/
https://www.novonixgroup.com/wp-content/uploads/2023/03/NOVONIX-Enters-into-Joint-Venture-Agreement-with-TAQAT-Development-Company-to-Produce-Battery-Materials-in-the-MENA-Region.pdf
Media Watch - NVX related, page-11228
-
- There are more pages in this discussion • 3,675 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NVX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
81.0¢ |
Change
-0.015(1.82%) |
Mkt cap ! $399.9M | |||
| Open | High | Low | Value | Volume |
| 81.0¢ | 82.0¢ | 80.0¢ | $1.418M | 1.757M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 71362 | 80.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 81.0¢ | 23498 | 3 |
View Market Depth
| Last trade - 16.10pm 16/10/2024 (20 minute delay) ? |
| NVX (ASX) Chart |