Love your analysis @Greenenergy . I have followed you for a while and love the spreadsheet calculations you do. It brings the numbers to life and shows the huge potential of NVX now and in the future!
Can I ask though where you are getting the USD$5,000 per tonne cost from? Was this is in previous annoucements? At the current share price maybe the market isnt factoring in such high costs which is contributing to rise?
Surely as well now that they are building a larger furnance economies of scale will kick in and the cost per tonne should drop dramatically? Of course the much slated agreements with KORE power/Samsung and Sanyo may mean that supply gets up towards 100,000 tonnes as per managements expectations!
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