Things are clearly progressing hiring wise. Notable, the...

Things are clearly progressing hiring wise. Notable, the Cleveland YMCA is 33 miles away from the Corporate Place address.

The Posco news only reinforces the demand questions, reinforcing the Novonix build-out plan, and their timeline IMO. As Chris has noted, NVX cannot scale to meet demand, so others will have to step up -- HOWEVER, competitors will go through the same, lengthy qualification process AND I highly doubt their product will be as sophisticated as GX-23.

Suppose they'll have to buy their pet coke from PSX?

I too am frustrated at build-out timing, but as Burty points out, timetables were clearly stated in prior company anns.

Concerning CEO vs scientist issue, I personally look at the highly experienced board offsetting this issue. Natter was an Admiral folks, and the two recent hires: "Mr. Akerson is a seasoned executive with experience across automotive, finance, and information services, including former service as Chairman and CEO of General Motors. Mr. Edmonds has a strong background in finance, people management, culture, and operations gained through his experience leading major company transitions. Both will bring exceptional leadership and unique perspectives to NOVONIX as we work toward establishing a domestic battery supply chain.(Chief Accounting Officer at Dow)."

Onward --