SAUDI Public Investment Fund Investing in Green Investments, page-10

My posts are hard to follow when you trade in and out of Novonix Tinwins. You have a long history of posting positively when it want it to rise and negatively when you want it to fall...

Novonix actually states in their slides that the Sanyo/Panasonic battery plant in Nevada for Tesla already has a capacity of 35GWh, which doesn't include Panasonic's announcement of the expansion to 39GWh last month.

Remember, this is a single EV Battery Factory, fine a single Battery Company...there are 10-12 major EV Battery Companies around the world, each with 5-10 battery factories.....

A deal of this size is worth over $A230million NPAT and an EPS of A57.2c, which, conservatively at 10x EPS gives us a share price of $5.72 or market cap of $A1.997Billion. The market average for the S&P Information Technology Sector is 23x and some companies, like Mr Greg Baynton's other investments like NEXTDC and Afterpay are over 40x EPS....












Each one of these battery companies has between 5-10 EV battery factories in production now and in the pipeline over the next 12-24 months...

And Novonix is selling not just the world's best graphite anode material, PUREgraphite to them....but the entire battery materials spectrum for a 1-2+million mile battery.

1. Anode AND
2. Electrolytes AND
3. Cathode AND

That's why Novonix will be a multi billion dollar company soon...because as per all stocks, the current share price is a reflection of the discounted future cashflows...and Novonix's discounted future cashflows are significant to say the least!