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75.0¢ novonix limited

sounds too good to be true.They're years away from going...

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Proga

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871

02/03/24

18:08

Post #: 72713054
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Originally posted by CompleteBull: ↑

Good pickup Sy8

Looks like NVX have recently introduced a new coated particle mix which seems to significantly outperform the other measured commercial cathode alternatives at 400 cycles. That was an innovation that Dr Burns alluded to on initial development radar when DPMG was first launched.

Hmm, so let me get this straight,

NVX cathode is better tech and clearly outperforms other single crystal cathodes (current best tech available) to provide longer cycle life

Can be scaled for 30% less CAPEX

Reduces non-material costs by 50%

Can use a wider variety of input materials including cheaper and more abundant oxides

Is more environmentally friendly, significantly reducing water consumption and basically eliminating harmful pollutants

Can be built in North America and leverage IRA tax credits. Maybe even in the running for another cheeky DOE grant

From a company with relationships to all the Tier 1 battery makers

In a market that every battery needs and could be worth 100 billion plus by 2030

And currently accounts for about $0 in NVX current market cap

Holy shit

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sounds too good to be true.

They're years away from going commercial. Probably late this decade if everything works out as planned.

NVX Price at posting: 95.0¢ Sentiment: Buy Disclosure: Held
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