Novonix (ASX:NVX) Presentation, FNN OnlineInvestor Event, August 2020

COMPANY PRESENTATIONS

August 27, 2020 10:10 AM

https://www.finnewsnetwork.com.au/Presentations/FNN_Event_2020/Aug/Novonixb/index.html


If you also listen carefully to last week's webinar by NVX Group CEO Phil St Baker, he discusses the plan to ramp up PUREgraphite production will be faster than what is in the presentations....

From the 14min 40sec mark, NVX Group CEO Phil St Baker states "that's our initial plan at the moment, the growth of this market is such that there is a high degree of opportunity for us to accelerate to 100,000 tonnes A LOT QUICKER THAN WHAT WE"RE SHOWING YOU ON THIS PLAN.

This plan is what we consider a very modest for what we can achieve....its a plan we plan to improve on significantly as we move forward"

Mr St Baker also mentions the conversion of the current MOU with Panasonic/Sanyo into a supply agreement again!

As these major supply agreements are announced, we will see a rerating for Novonix and International Institutional Investors invest in Novonix, so keep an eye out for the US OTC Best Markets Listing for Novonix.

It is important that we need to keep in the back of our minds these comments by Mr St Baker, that you picked up on Mbot, about scaling the PUREgraphide plant quicker than what they show in that presentation...

We need to remember that 1 single Gigafactory such as Giga Nevada, manufactures 39GWh of battery cells, which consumes 42,000 tonnes per annum of graphite anode material each year.







Tesla's Terafactory in Texas will manufacture 1,000GWh of battery cells each year, which will consume approx 900,000 to 1million tonnes of graphite anode each year....










the first production line at Tesla's Terafactory will be ready by the end of 2020 early 2021....an announcement by Tesla confirming a direct agreement with Novonix, separately from the current MOU between Novonix and Sanyo/Panasonic for Tesla Giga Nevada, would see a second significant rerating for Novonix.



Let alone multiple agreements with multiple battery factories with these battery suppliers below.