Yep. They've signed a contract v early and have a tough slog ahead, albeit with some certainty about their customer. Novonix has been slogging away doing the 'hard yards' for years, so when the offtakes and DoE loan are announced its going to be a comparatively straightforward process.
Its wild how quickly things can turnaround. Even Tesla doubled in value over Jan with no significant news...
Looking forward to the second half of March.
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