NVX intrinsic value will increase on BD, page-72

@@q1w2 Sanyo/Panasonic alone would require 40,000tonnes per annum for Tesla's Giga Nevada. So if that MOU is converted into a Supply Agreement, it will be backed with US Govt Loans to expand, using Novonix DPMG process, which will help accelerate ramp up by orders of magnitude.

https://electrek.co/2020/08/19/tesla-gigafactory-nevada-battery-production-line-panasonic-invests/

Tesla Gigafactory Nevada

The report is coming out of Nikkei, a business publication in Japan that follows Panasonic closely.

They wrote today:

“The investment will be made in Gigafactory 1, a battery plant in the U.S. state of Nevada with 13 production lines. Panasonic will add another line, increasing capacity by 10% to 39 gigawatt-hours per year.”

The Samsung SDI agreement was for an initial 500 tonnes, then it would rise from there.

In Novonix's last webinar, it shows that multiple deliveries are scheduled over the next 6 months to Samsung SDI.

So they might be taking all 2000 tonnes of current capacity.