In recent renderings, of the proposed "NEXT" site in NVX updates, management have been more careful not to allow location hints, which had previously led to researchers on these threads surmising that a "VW site" was the most likely.
One would think that if VW are "providing" space, that is part of their expansion area, they might just want something extra from NVX. How do management then juggle contracts etc from the many other entities that we are told negotiations are continuing?? It would not be a good look if a "Tesla, GM or whoever" deal was announced prior to a VW deal.
We may just see a cascade of deals announced after a VW deal, if indeed that is the site that "wins" or has won over NVX management.
Or could we be looking for a more neutral site so that expansion is not affected by a location bias???
Happy that the news flow has started to be positive again.
Calcutta
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