They will be way bigger, the only certified producer of synthetic graphite in the US. By 2023 NVX will be producing 10k tonnes per year with good profit. fundamentals are insanely strong for NVX. pull back in near future? maybe... NASDAQ listing in near future? strong maybe... NVX releasing customer information and supply agree with big names with the next 6 months? strong maybe... News on NVX expanding to Europe? well, they have already stated they will but if they speed up that expansion boy NVX will be massive. That's just the anode side of NVX, a whole new business division will emerge with cathode research.
Don't forget the chance JVs in joint research and production. The world needs batteries.
With the discussion on silicone for increasing performance, I'm sure NVX is well aware of that and they know what they are doing.
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