The companies focus is on ramping high grade graphite for now.
The issue I have is they also supply testing equipment to allow the battery makers to improve their own batterries, potentially undermining the Novonix core business.
There is a vast amount of research going on in labs all over the world by very smart people. Novonix, while being very well connected to cutting edge res Hiearch does not have a monopoly on expertise.
The other issue that concerns me the most is the shear competitive environment Novonix is attempting to play in.
At the end of the day cost is going to be the
biggest factor, can they survive against the already established players. It’s going to be a tough gig.
Overall I remain optimistic because of the management quality. But I’m not expecting miracles any time soon.
The current share price is pure hype,imo. I expect extreme volatility will follow the stock around like the plague for quite some time.
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