Those looking for a quick buck on these integrated anode...

Those looking for a quick buck on these integrated anode producers need to understand what they are dealing with and the huge amount of time that is needed to get through product qualification with cell makers and automotive manufacturers. Novonix and Talga are right at the pointy end of this now after a decade or so of development and the moat around their IP is enormous. It is a story that has been playing out for a very long time and they will be entering full scale production right at the sweet spot for the approaching tsunami of demand.
It's no get rich quick fad, but if you take a longish term view and buy when the prices are right (i.e. now..) it could turn out very nicely indeed.