NVX 7.19% 71.0¢ novonix limited

Thanks for that GE! I'm still relatively new to NVX (since June)...

  1. 119 Posts.
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    Thanks for that GE! I'm still relatively new to NVX (since June) and got a little confused by the supply chains.

    For others in my position:
    The current largest synthetic graphite producers are from china:
    • Hitachi Chemical Co. Ltd
    • Showa Denko K. K. (including SGL Carbon)
    • BTR New Energy Materials Inc
    • GrafTech International
    • Lianyungang Jinli Carbon Co. Ltd
    I'd assume that the products being mentioned in the investor presentations under "Chinese Synthetic"
    https://hotcopper.com.au/data/attachments/2467/2467113-801db86ebcd7fb74c8495802fa9b39bb.jpg

 
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