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14/07/21
16:40
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Originally posted by Thirdman3:
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Evening. Take away point and research to be done on VW & FORD in the US. With VW announcing the all in one factory and being prepared to share , the deal that SK Innovation have with both VW & FORD and the fact VW are sharing the processing package for driverless / car systems makes me wonder if SKI will be the next major buyer and ready to supply both VW & FORD ? I have already started sniffing about and came across Toyocolor and Lioaccum production and SKI. We know Tesla are all over Novonix nano , so what is going on in the market in Europe which could indicate progress ? DLE by Vulcan is 2-3 years ahead of most Western companies and EU plans are too. The US has seen big brines news from GM & another buy in today of a project in Western US brines. The starting gun seems to have gone off ? Standard Lithium is now a NYSE listed company and Laxness bought up their options around 18 months in advance for Standards provision of tech , Laxness a German spin off from Bayer. Why the rush to buy up what they could so far in advance 8 weeks ago ? PLL , Sayona and now Ironridge look like formidable partners and it does feel like the buy in to Ironridge would have had to be confirmed by current partner Tesla and probably a request by a secondary or third party to get Li2oh production up over 50,000 tpa and possibly more like 75,000 tpa once all 3 are up, running and have 4 Lithium Hydroxide plants operating. I also noted in a report today about supplying Europe. Initially I heard this months back and thought it paper talk, but if VW / FORD / SKI are in the background and Tesla are just happy to buy from anyone, the EU market supply of Li2oh, could quickly become a reality ? Happy digging folks. Note Standard went up 3 USD and back in 3 -4 hours on entry to NYSE. Can't wait for our new partner rns or take off increase from Tesla... My near term target is a healthy but hopefully sensible USD 130-150.00 by November. Not many shares out there now. Good luck all.
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Originally posted by Thirdman3:
↑
Evening. Take away point and research to be done on VW & FORD in the US. With VW announcing the all in one factory and being prepared to share , the deal that SK Innovation have with both VW & FORD and the fact VW are sharing the processing package for driverless / car systems makes me wonder if SKI will be the next major buyer and ready to supply both VW & FORD ? I have already started sniffing about and came across Toyocolor and Lioaccum production and SKI. We know Tesla are all over Novonix nano , so what is going on in the market in Europe which could indicate progress ? DLE by Vulcan is 2-3 years ahead of most Western companies and EU plans are too. The US has seen big brines news from GM & another buy in today of a project in Western US brines. The starting gun seems to have gone off ? Standard Lithium is now a NYSE listed company and Laxness bought up their options around 18 months in advance for Standards provision of tech , Laxness a German spin off from Bayer. Why the rush to buy up what they could so far in advance 8 weeks ago ? PLL , Sayona and now Ironridge look like formidable partners and it does feel like the buy in to Ironridge would have had to be confirmed by current partner Tesla and probably a request by a secondary or third party to get Li2oh production up over 50,000 tpa and possibly more like 75,000 tpa once all 3 are up, running and have 4 Lithium Hydroxide plants operating. I also noted in a report today about supplying Europe. Initially I heard this months back and thought it paper talk, but if VW / FORD / SKI are in the background and Tesla are just happy to buy from anyone, the EU market supply of Li2oh, could quickly become a reality ? Happy digging folks. Note Standard went up 3 USD and back in 3 -4 hours on entry to NYSE. Can't wait for our new partner rns or take off increase from Tesla... My near term target is a healthy but hopefully sensible USD 130-150.00 by November. Not many shares out there now. Good luck all.
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"It's probably already known but Novonix is in talks with Volkswagen...probably....Or maybe another company in Germany. To become a supplier/partner of Volkswagen you need a D-U-N-S number" Thanks and AMAZING research by FriedChickenPup on NVX Hot Copper. As I said in this thread , sharing looks like what VW FORD TESLA are looking to do. With a D-U-N-S in place between VW & NVX there is obvious interest. This is a internal and I guess non disclosure ? Keep looking guys, there does seem to be a group forming between SK Innovation, VW, Ford, PLL & Novonix Graphene nano anodes etc. Have a look at who is working with PLL & NVX then add in the VW DUNS ....... holy mother of a monkey. I'd suggest just keep going down those rabbit holes as they do lead to places and wealth you cannot dream of. A US Supply chain for EV in the whole being formed right now.