Totally agree with the long term projections. The macro market is still a concern in the short term. Novonix have secured a $100M grant in November from the US dept of energy and recently a binding offtake with Panasonic for 10,000 KT of synthetic anode at an assumed price of $12K-$15K per ton. A recent article have quoted $153M USD for the deal, so this would be around $15K per ton. However the needle moved only slightly. 2 years ago it would of rocketed!!
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Totally agree with the long term projections. The macro market...
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16 | 155240 | 0.360 |
3 | 30164 | 0.355 |
12 | 64993 | 0.350 |
1 | 10000 | 0.345 |
Price($) | Vol. | No. |
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0.370 | 15530 | 1 |
0.375 | 3000 | 1 |
0.385 | 20000 | 1 |
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