NVX 1.82% 81.0¢ novonix limited

Yep, anybody who discounts Liveris' value to Novonix is kidding...

  1. 1,016 Posts.
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    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


 
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