@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
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