SAUDI Public Investment Fund Investing in Green Investments, page-11

First 11 Last

Share
Profile

Follow
Tinwins

15,101 Posts.

518

21/09/20

09:08

Post #: 47492012
Share

Originally posted by Greenenergy ↑

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!

Expand

Green, your posts are hard to follow as a lot on the right hand side of the pages are lost. The colour does not add to the commentary for me it just distracts from the message.
I have held NVX since early 2018 from .90 and was buying as far down as .50. I completely derisked with the one for one bargain offered at .29,which was a no brainer. I understand that you have a minor cult following on this thread, please dont let it cloud your judgement as you have no idea about my holdings.
I find it amusing that you think a holder on H.C. can influence the market price of a share on the ASX, how quaint.

NVX Price at posting: $1.80 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply