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.
Novonix Research Report Feb 2024, page-10
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Last
81.0¢ |
Change
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Mkt cap ! $396.0M | |||
| Open | High | Low | Value | Volume |
| 81.5¢ | 82.0¢ | 80.5¢ | $890.2K | 1.095M |
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| No. | Vol. | Price($) |
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| 11 | 90451 | 81.0¢ |
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| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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Last
81.0¢ |
Change
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| Open | High | Low | Volume | ||
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| Last updated 15.59pm 24/05/2024 ? | |||||
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