Anyone new to the game, here is a small look into where Novonix pivoting to.
Novonix isn't in the market of selling PSG graphite from some hole in the ground.
They have the worlds best synthetic graphite with the lowest manufacturing/ environmental impact on the market.
This is needed for multi million mile performance in EVs and extremely long live in ESS applications.
Is the MC high, bloody oath. Is it justified, you need to ask yourself that.
The future growth is where this company plans to dominate.
Have they got the management to pull this off. Yes, best in class. I will do a management updated post at some time in the near future, as this is why I have invested into the the company in the first place.
Below is some good research points if you haven't already been tracking where and what Novonix is out to achieve.
Media Watch - NVX related, page-3622
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