The sustainability of Novonix do not entirely depend on Tesla. Having connections to Tesla is positive. But I would rather look at how governments are funding Novonix to further their research and their consistent capabilities to attract more and more top of the line talents.
I personally believe the research work is far more important in this context and manufacturing would be a simpler job given who they have on board. It is just a matter of the speed of scaling up their productions.
A company like this is merely worth 1 billion?
What am I missing here?
Media Watch - NVX related, page-2414
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