Karlos
There is plenty of evidence to suggest Novonix converts its current MOU with Sanyo Panasonic for Tesla into a supply agreement...
Here are just a couple of them....
1. Mr Phil St Baker, Group CEO of Novonix, would not have been interviewed by Channel 9 News, discussions about Tesla and all the major battery makers, as well as Novonix having the battery materials to reach 1million miles today, if they weren't very very close an announcement!
Whether their NDA with Sanyo/Panasonic for Tesla allows Novonix to announce its conversion into a Supply Agreement on Battery Day, is the question!
2.
There is also Novonix's Electrolytes and Single Crystal Cathode DPMG Licenses that are not being calculated in the current market capitalisation and share price. Without all 3, Tesla, CATL, LG Chem, Samsung SDI, Northvolt, SK Innovation, KORE Power, etc etc cannot reach 1million to 2 million miles!
Bring on the conversion of the current MOU with Sanyo/Panasonic for Tesla into a Supply Agreement!
Why Tesla's Pr Jeff Dahn was so excited about NVX's DPMG breakthrough!, page-45
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