NVX 1.46% 67.5¢ novonix limited

@Hotgraphite @stockyclintThanks for spelling this out.So,...

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    @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?



 
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