NVX

7.19%

71.0¢ novonix limited

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Gelz

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24/09/20

22:48

Post #: 47613647
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Originally posted by Fantasyboy: ↑

There are many ways to assess the value of NVX:

1. Based on their IPs
A good example is QuantumScape valued at $4.5B AUD. They are at least 5 years away from mass production if they will ever reach that point. NVX is already in the mass production phase and their technology is verified by the biggest battery making companies and the most respected LI expert in the world, i.e. Prof. Jeff Dahn. NVX should be valued much more than QuantumScape because they are at least 5 years ahead.

2. Valuation based on revenue CAGR and earnings
Here we can only start from what is already public, which is about $40 million AUD revenue, approximately 150% CAGR, and about $15 million AUD EBITDA by 2022. Companies of such extremely high revenue CAGR are trading at somewhere between 100 and 1000 PE ratio. So that gives around a $1.5B - $15B AUD market cap by 2022, considering they will not have any new supply agreements till then which is unlikely.

3. Likelyhood weigthed assessment of the possible earnings of NVX based on the relevant market size.
GreenEnergy posts can give you some clue. Here based on my assessment a market cap between $20B - $200B AUD is likely by 2030. Discount that for today.

Now this is the intrinsic value assessment, the stock price usually oscillates around it, it can be below, like now, or it could be above. And any supply agreements announced can add $1-5-20 AUD to the stock price immediately on any day based on the size of the deal.

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Well said mate!

Let's just let the dust settle, and move on from BD.

Big things coming!

NVX Price at posting: $1.20 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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(20min delay)
Last 71.0¢		Change -0.055(7.19%)		Mkt cap ! $347.1M

Open	High	Low	Value	Volume
75.0¢	75.0¢	70.0¢	$1.826M	2.521M

Buyers (Bids)

No.	Vol.	Price($)
1	7797	70.5¢

Sellers (Offers)

Price($)	Vol.	No.
71.0¢	24884	1

View Market Depth

No.	Vol.	Price($)
9	45422	0.700
4	32800	0.695
5	118738	0.690
4	1343	0.685
1	20000	0.680

Price($)	Vol.	No.
0.710	24884	1
0.715	10000	1
0.720	500	1
0.725	12000	1
0.735	4157	1

Last trade - 16.10pm 28/06/2024 (20 minute delay)

NVX (ASX) Chart

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