My decision to hold Novonix shares was based primarily on their agreement with Samsung and not the hype in relation to Battery Day.
Of course their management and possible future contracts played a very minuscule factor in my decision.
Though I will say if they have an agreement in stone to ship graphite to Samsung in October, then I think you have difficulty in distinguishing between facts and speculation.
Why Tesla's Pr Jeff Dahn was so excited about NVX's DPMG breakthrough!, page-56
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