The dots being connected are promising, but still speculation.
As a supplier, the need to wait for Tesla/CATL (battery day) to make the announcements themselves. NVX isn't going to jump the gun on this.
If they made the announcement via the webcast - they would likely get in trouble for not following proper procedure.
Tesla & GM 1Million Mile Battery - NVX to supply Graphite, Electrolyte & Cathode, page-273
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