NVX 2.96% 82.0¢ novonix limited

Media Watch - NVX related, page-5182

  1. 409 Posts.
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    Two charts to keep in mind when thinking about supply / demand.

    Demand significantly outstrips supply when China is removed from the supply chain, so irrespective of natural or synthetic, the opportunity that exists is monumental for NVX and others. Effectively the removal (over time) of the massive oil energy supply and the creation of the alternative.
    https://hotcopper.com.au/data/attachments/3920/3920196-57d501c271c5984f0ffd2b18d81af9e0.jpg
    Globally, the momentum built by Governments and now Corporations, to adhere to significant Environmental requirements is significant. A key question by each of these sectors of the market will be, what are the cradle to gate / grave metrics and do they met stringent compliance and in particular the more volatile weather patterns become, along with water shortages (China). NVX is ahead of the curve.

    https://hotcopper.com.au/data/attachments/3920/3920201-96fcca7bf6ae279f7d47601eb2f64e28.jpg

    Add to the above, the quality of the board, their connections to the US government, the strategic investment by P66 (they didn't sit in the board room and not consider competitive threats and casually sink $MM without understanding the landscape and paradigm shift occurring), the quality of management and technical leads, industry lifecycle leadership and the investment equation is simple for medium to long term holders.

    The incessant down ramping is only relevant to those with a short investment POW or who mix up a quality investment with trading. That said, of course there will be optionality as technology progresses, but again this is a paradigm shift and the infrastructure to support is in its infancy. NVX is at the forefront of this build, as Ford was at the forefront of automobile industry build. The difference is, NVX will span multiple vertical industries, globally.




 
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