Yours margin is off mate. More info since report was prepared. 45X tax credit now in play. Panasonic deal shows they are selling at US $10k /t (and this is assumed to generally be a low point in AAM prices).
Assuming 301s still waived, and a mid-range operating cost of $7, you're looking at US$3.7k / t profit on the Panasonic offtake. Circa $5.6 AUD. If 301 tarrifs are applied this should add US$1-$2 to that margin.
Then subtract any reasonable contingency you feel comfortable with.
- Forums
- ASX - By Stock
- Novonix Research Report Feb 2024
Yours margin is off mate. More info since report was prepared....
-
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NVX (ASX) to my watchlist
|
|||||
Last
70.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $344.7M |
Open | High | Low | Value | Volume |
70.5¢ | 72.5¢ | 70.0¢ | $368.5K | 520.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 35600 | 70.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
71.0¢ | 500 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 35600 | 0.705 |
10 | 100522 | 0.700 |
3 | 47276 | 0.695 |
4 | 45613 | 0.690 |
5 | 22865 | 0.685 |
Price($) | Vol. | No. |
---|---|---|
0.710 | 500 | 1 |
0.715 | 10000 | 1 |
0.720 | 23502 | 3 |
0.725 | 10491 | 2 |
0.730 | 33670 | 5 |
Last trade - 16.10pm 03/07/2024 (20 minute delay) ? |
Featured News
NVX (ASX) Chart |
The Watchlist
RCE
RECCE PHARMACEUTICALS LTD
James Graham, CEO
James Graham
CEO
Previous Video
Next Video
SPONSORED BY The Market Online