@Hotgraphite @stockyclint
Thanks for spelling this out.
So, something like this?
20 ktpa x 3.7 = 74M
74M / 488,865,791 SOI = .1514
.1514 x 15PE= $2.27/sh
sell 100 ktpa = $11.35/sh
sell 150 ktpa = $17/sh
That's without any JVs in Europe, Saudi Arabia, and no cathode. And no NASDAQ crazy town US investor stuff.
Europe JV = +$4/sh est.
Saudi JV = +$4/sh est.
Cathode = +10/sh est.
Price remains at 10k/t? Not bloody likely.
Smells like ~$35-50/sh around 2030
Pending execution, unknown battery devs. And the Dalhousie lab isn't going to sit and spin for 6 years.
This puts a ton of unknows on the table, but thoughts?
Novonix Research Report Feb 2024, page-11
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NVX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
72.5¢ |
Change
0.005(0.69%) |
Mkt cap ! $358.4M | |||
| Open | High | Low | Value | Volume |
| 73.0¢ | 73.5¢ | 72.5¢ | $206.7K | 283.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 21858 | 72.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 73.0¢ | 41815 | 3 |
View Market Depth
| Last trade - 15.19pm 30/07/2024 (20 minute delay) ? |
| NVX (ASX) Chart |