I think thier road to production has been pretty well signposted over the past 24mths with some minor delays due to global issues.
This road map was a huge expansion of targets laid out in 2019 and early 2020 - happy to take the delay while they expand both capability and capacity. Yeah, it means some delays but ultimately will end with better product, better contract and a more reliable NA supply chain supporting the EV transition.
Why are people dumping NVX shares ?, page-91
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