This needs to be spelled out again for those hoping to piggyback on Tesla hype.
All of Novonix's single-crystal patents refer to Nickel-Manganese Cobalt chemistries.
Tesla use Nickel-Cobalt-Aluminium and they are the only people in the world using this chemistry. Everyone else uses NMC for high-performance automotive batteries.
Tesla are now using lower performance Lithium Ion-Phosphate battteries sourced from CATL for some Chinese-made Model 3s. But they still remain wedded to NCA chemistry for all their high-performance vehicles.
But IMO there will be ZERO commercial agreements b/w Novonix and Tesla. Which IMO is a great thing as Tesla European sales have collapsed in their biggest markets, and anyone with knowledge of forensic accounting knows that Tesla is the biggest fraud since Worldcom/Enron.
It's great to trade this stock on Tesla hype, but IMO the long term value will come from Novonix deals with CATL and other battery suppliers to VW, Renault-Nissan, BMW, GM etc.
- Forums
- ASX - By Stock
- NVX
- NOVONIX The Replacement Tesla Research Team
NOVONIX The Replacement Tesla Research Team, page-132
- There are more pages in this discussion • 111 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NVX (ASX) to my watchlist
(20min delay)
|
|||||
Last
81.0¢ |
Change
-0.015(1.82%) |
Mkt cap ! $396.0M |
Open | High | Low | Value | Volume |
81.5¢ | 82.0¢ | 80.5¢ | $890.2K | 1.095M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 90451 | 81.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
81.5¢ | 552 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
11 | 90451 | 0.810 |
14 | 158869 | 0.805 |
44 | 365707 | 0.800 |
3 | 3914 | 0.795 |
6 | 34134 | 0.790 |
Price($) | Vol. | No. |
---|---|---|
0.815 | 552 | 1 |
0.820 | 19 | 1 |
0.830 | 20441 | 5 |
0.835 | 40000 | 1 |
0.840 | 92932 | 6 |
Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
|
|||||
Last
81.0¢ |
  |
Change
-0.015 ( 1.82 %) |
|||
Open | High | Low | Volume | ||
81.5¢ | 82.0¢ | 80.5¢ | 211149 | ||
Last updated 15.59pm 24/05/2024 ? |
Featured News
NVX (ASX) Chart |