I think it is more of a matter of quantity rather than quality. And if Samsung decided to build a factory in the US, it will need a lot more materials than Novonix can supply, but the new factory won't be starting to produce any batteries until about 2024 even if they started the construction right now, Novonix can earn some time to scale up if Samsung promised a sales agreement. All in my humble opinion.
Samsung said that they will announce their US batter plan before the end of this year. As now Samsung's chairman returned to Korea, they can work this out and make an announcement soon.
Media Watch - NVX related, page-4495
-
- There are more pages in this discussion • 10,000 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
70.5¢ |
Change
0.005(0.71%) |
Mkt cap ! $344.7M | |||
| Open | High | Low | Value | Volume |
| 69.5¢ | 72.0¢ | 68.5¢ | $478.7K | 675.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 15701 | 70.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 71.0¢ | 10000 | 1 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| NVX (ASX) Chart |