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Should see $4 soon!
Commissioning starts at Novonix's PUREgraphite plant next month, once they iron out the process and testing of the product over the following 5-6 weeks, then they can begin deliveries to Samsung at 2,000tpa.
Very exciting times.
Puregraphite expansion via cheap US Govt Loans Single Crystal Cathode commercialisation, BTS Sales rapid expansion!
Since Samsung SDI needs Novonix’s Puregraphite in SKorea for April 2021 production, deliveries should start in the next 2-3 weeks...
It takes 7-8 weeks to send via ship to SKorea, customs 2-3 weeks in the US and SKorea, as well as 2weeks of testing by Sumsung SDI...very exciting times!
Excellent Newsletter by Dr Chris Burns
https://i.ibb.co/LPXGZ54/NVX-Newsletter1.png
https://i.ibb.co/DQym2pS/NVX-Newsletter2.png
https://i.ibb.co/qRn10K9/NVX-Newsletter3.png
https://i.ibb.co/6WPyHTf/NVX-Newsletter5.png
Silicon infused graphite is the only way to keep the battery stable
Silicon only anodes expand and contract by 400% each time they are charged and discharged, causing fires like this below.
Novonix will supply Cathodes Anodes Electrolytes and Manufacturing Processes to the battery materials industry
As I said before, there is nothing to stop Novonix from announcing a multi year, multi million dollar Licensing/Royalty Agreement for their NVX Electrolytes, DPMG Manufacturing Process or Single Crystal Cathodes at any time.
There would be no need to build out a plant which is the case for PUREgraphite, since Novonix will be licensing the use of these materials to other cathode, electrolyte or cathode manufacturers, and will receive Royalty payments.
Dr Chris Burns has stated a number of times in his presentations that Novonix is not just a synthetic graphite supplier, but a supplier of battery materials across the battery materials spectrum.
https://i.ibb.co/10bC334/NVX-Supply-Chain-Supply-and-Royalty-Agreements.png
https://i.ibb.co/3TvhR8Z/3-Critical-Elements-Anode-Cathode-Electrolytes-Products-for-1million-mile-battery.jpg
You can see 3 of the 5 income Divisions in the screenshot below.
1. Battery Testing Division (Already generating $5-6million in Annual Sales)
2. PUREgraphite Anode (Manufacturing plant is operational)
3. Cathode Materials (SCC DPMG)
4. There are also the Dry Particle Microgranulation process and 5. Electrolytes.
Royalty Income can start at any time for these in blue above, that the current market cap does not reflect.
We are talking Royalties in the range of $50-$100m per customer per year for Novonix's DPMG alone. Zero Capex Zero Operating Costs. Pure profit.
We will see all time highs in the share price once these Royalties are announced, seperately from any PUREgraphite anode Supply Agreement.
https://i.ibb.co/JFzZhrg/03-EEFBB4-2704-464-C-B39-D-D6-A4-FD6-A30-F8.jpg
I havent included Mt Dromedary with its high grade at surface Graphite Copper either.
https://i.ibb.co/D8wz3RD/45194-AEA-C01-A-4-DFA-A0-AA-9-CFF48-E2-BDCF.jpg
Why would this be bad news for Novonix? It has nothing to do with lithium ion batteries.
Tesla's Terafactory mentioned in today's NVNXF AGM Presentation
https://i.ibb.co/T14KG6m/NVX-Terafactory-reference.png
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02309531-2A1264106?access_token=83ff96335c2d45a094df02a206a39ff4
Dr Chris Burns has stated in an interview in the Eureka Report that Novonix expects to sign a Supply Agreement with Tesla via Panasonic in the next 12 months for Giga Nevada. This EV battery mega factory consumes 40,000 tonnes of graphite per annum.....
https://i.ibb.co/S3vzYcL/F4-DED690-6-E3-A-464-C-8-AB9-CAAD456-F2798.jpg
Tesla's GigaTerafactory in Texas, is 33 times larger than its Giga Nevada
This video explains the enormous size of Tesla's Terafactory.
Tesla To Get Faster-Charging Energy-Dense Battery Cells From Panasonic
It is the battery materials (Silicon infused PUREgraphite anode AND Novonix Electrolytes AND Novonix Single Crystal Cathodes that Novonix will supply to Panasonic for Tesla's Giga Nevada, as per Novonix Group CEO's interview below, that will enable Panasonic batteries to fast charge and have higher energy density for Tesla's Giga Nevada. While also lasting for over 1million miles or 20 yrs on the Grid....
https://i.ibb.co/S3vzYcL/F4-DED690-6-E3-A-464-C-8-AB9-CAAD456-F2798.jpg
https://i.ibb.co/P6PwtWZ/8-FA219-B2-A305-414-E-BB61-378-E073-EF8-FA.jpg
https://insideevs.com/news/452307/tesla-new-improved-panasoinc-battery-cells-coming/
Have a look at some of the fast charging speeds Novonix's PUREgraphite anode material can achieve for Tesla Model S. Tritium, Novonix's sister company also owned by the St Baker Energy Innovation Fund (NVNXF's major shareholder) manufacturers Ultra Fast Chargers that can charge over 350-450kWh!
https://i.ibb.co/92RJgZK/NVX-Extreme-Fast-Charging-Chart-Rates-using-Tritium-Fast-Chargers-375-450k-W-hr-chargers.png
We just need to continue to accumulate NVNXF shares over the next 12 months as the company finalises these multi year, multi thousand tonne PUREgraphite anode agreements with companies like Tesla, Panasonic, Samsung SDI, SK Innovation, KORE Power, LG Chem, BASF, CATL etc.
Tesla's qualification of Novonix's PUREgraphite anode on target to be completed in the next 12 months with Sanyo/Panasonic for Tesla's Giga Nevada.
Over the next 12-24 months as multi year multi thousand tonne per annum Supply & License Agreements are signed by Novonix, we’ll see all time highs in the share price...
As per Group CEO Dr Chris Burns comments on the Alan Kholer interview a couple of weeks ago below.
https://i.ibb.co/S3vzYcL/F4-DED690-6-E3-A-464-C-8-AB9-CAAD456-F2798.jpg
Dr Burns also mentions Tesla's Terafactory in Texas, which is 30x larger than their Giga Nevada....
Currently Novonix has a 2,000 tonne agreement with Samsung SDI, which is expected to convert to a multi thousand multi year agreement, while Novonix continues to work with Sanyo/Panasonic for Tesla’s Giga Nevada for a multi year multi thousand tonne agreement...
https://www.eurekareport.com.au/investment-news/novonix-getting-set-for-the-battery-boom/148848
Novonix's Cathode development in Commercialisation Phase
A very interesting article covering Novonix's three main battery material products.
1. PUREgraphite anode material - North America's first volume supplier with Supply Agreements with Samsung SDI for BMW iseries, FCA FIAT 500e, Chrysler Voyager Hybrid and the MOU with Tesla for Giga Nevada, via Sanyo/Panasonic.
Novonix Group CEO Dr Chris Burns specifically mentions Tesla's Giga Nevada, as the ultimate customer for their PUREgraphite anode in his recent interview. see link below.
https://i.ibb.co/S3vzYcL/F4-DED690-6-E3-A-464-C-8-AB9-CAAD456-F2798.jpg
2. Novonix Cathodes both Single Crystal and Polycrystaline are in Pilot & Commercialisation Phase now, as soon as they are qualified, over the next 12 months, we will see License Agreements signed for this incredible product.
https://i.ibb.co/9vLhRDn/NVX-New-Tech-Cathodes1.png
https://kalkinemedia.com/au/news/stock-market/novonix-limited-asxnvx-evolving-to-bring-high-quality-materials-to-advanced-materials-market
Until then, we just need to continue to accumulate NVNXF shares.
Novonix continues to advance PUREgraphite anode qualification with Samsung SDI and Sanyo/Panasonic for Tesla's Giga Nevada
Novonix released their Q3 2020 Quarterly Report showing progress in their qualification process with Samsung Sanyo and other Battery Makers for their PUREgraphite anode material.
https://i.ibb.co/d0yYcS6/NVX-Q1.png
Dr Chris Burns has been appointed to Group CEO, Nick Liveris to Group CFO, US Admiral Robert Natter to Executive Director and Trevor St Baker to Non Exec Director.
https://i.ibb.co/McpS9h3/NVX-Q2.png
Novonix is now listed on the ASX Technology Index, as well as the US OTC QX Best Markets and sits on $33million in cash at bank.
https://i.ibb.co/jz8J8X3/NVX-Q3.png
They are also on target to commence qualification of their new Single Crystal Cathodes using their breakthrough DPMG manufacturing process at the Pilot plant scale level.
https://i.ibb.co/dtGcM6x/NVX-Q4.png
Cathode development progressing on target…..this market is worth 3-4x the valuable Anode Market!
Over the next 12-24 months, as Novonix announces these multi year, multi thousand tonne per annum Supply Agreements for their PUREgraphite anode, as well as Electrolytes and Single Crystal Cathodes, we will see significant increases each time to the share price as discounted future cashflows are intrinsically added to Novonix Market Capitalisation.
NVX importing LFP winding & welding equipment for Single Crystal Cathode qualification process
By the look of these Bill of Lading notices for Novonix's Coulometrics(nee Puregraphite) plant, it looks like Novonix is adding the additional step to complete the entire battery cell winding and welding, as part of their Dry Particle Microgranulation Single Crystal Cathode qualification process...
https://i.ibb.co/HY7nKJK/NVX-Electrode-Winder-Welder1.jpg
https://i.ibb.co/rsLQzyH/NVX-Electrode-Winder-Welder2.jpg
The only EV car company that uses LFP batteries is Tesla for Model 3 in China, supplied by LG Chem and CATL.
Once this qualification process is complete for Novonix's SCC DPMG, Novonix will sign a multi year License/Royalty Agreement(s) with the battery makers.
Until then, we just need to continue to accumulate Novonix shares!
Novonix Single Crystal Cathode development
It is important to remember that Novonix is not just a graphite anode supplier, or electrolyte supplier or cathode supplier or new manufacturing process licensor, but all of those above.
But a supplier of EV and Grid Storage materials across the entire battery material supply chain. Starting with PUREgraphite anode now!
When you sinter and blend the Lithium carbonate into a Cathode (NMC NCA or LFP) this is how you create the Cathode ready material for battery.
Novonix didnt go into too much detail about their Single Crystal Cathode materials they are working on, but as you can see below. There was plenty of commentary about it.
I have copy and pasted some screen shots for you all below from that presentation to the OTC markets with some commentary.
https://i.ibb.co/hRCBktZ/NVX-SCC-Front-Page-new-material.png
https://i.ibb.co/vXPDjxv/NVX-SCC-Page-2-OTC-Preso.png
https://i.ibb.co/XDKYrwQ/NVX-SCC-new-division.png
https://i.ibb.co/Z1WwcPp/NVX-million-mile-battery-SCC.png
https://i.ibb.co/Mg4NcWJ/Cathode-Development-Update.png
https://i.ibb.co/XxmcGk1/NVX-SCC-timeline.png
https://i.ibb.co/10jxXNm/NVX-Cathode-Conclusion.png
Over the next 6-12 months we should see a few announcements regarding this extremely valuable component of lithium ion batteries.
VW EV factory in Chattanooga USA, 25min drive away from Novonix's PUREgraphite anode factory
https://hotcopper.com.au/threads/ann-otc-markets-presentation-introduction-to-north-america.5676170/page-20?post_id=48034390
Novonix's Dry Particle Microgranulation breakthrough discussed on the Dalhousie University Twitter page.
An excellent way to understand this breakthrough technology and how it will reduce the cost of EV battery cathodes and anodes, as well as pharmaceutical, vitamin, concrete manufacturing.
Novonix plans on licensing this technology, hence $0 Capex and $0 Opex for NVNXF shareholders and significant royalty income.
Checkout the media coverage related to this work 2/2:https://t.co/BA2ymyCek1
— Dalhousie Chemistry (@DalhousieChem) October 3, 2020
Dr Chris Burns interview discussing Puregraphite expansion, Samsung and Sanyo/Panasonic qualification process still progressing.
https://hotcopper.com.au/threads/ann-otc-markets-presentation-introduction-to-north-america.5676170/page-14?post_id=47985659
Dr Burns on Proactive Investor
Tesla's Pr Jeff Dahn 1million mile battery webinar 22min mark in the youtube video below.
This webinar was held last night at Dalhousie University in Canada. Pr Dahn explains why it is so important for lithium ion batteries to last for 1++million miles for EVs and ESS Grid Storage.
Novonix Group CEO and Founder Dr Chris Burns discusses Novonix’s plansover the coming months last week in this webinar
Novonix NVNXF is now trading on the OTC Best Markets.
Keep an eye out for major Supply and License Agreement announcements, as well as major EV and Grid Storage battery breakthroughs over the coming months...
fyi below
https://hotcopper.com.au/threads/nvx-otcqx-best-markets-how-they-work.5647269/page-37?post_id=47685109
It wasn’t a pump and dump. Just short term traders selling out because a Supply Agreement wasn’t announced on Battery Day.
We just need to let Novonix continue to qualify their Puregraphite anode material, NVX Electrolytes and Single Crystal Cathode & DPMG products into Supply Agreements over the coming months.
NVX’s DPMG Breakthrough a bit of insight as to this valuable piece of intellectual property owned by Novonix.
https://hotcopper.com.au/threads/why-teslas-pr-jeff-dahn-was-so-excited-about-nvxs-dpmg-breakthrough.5625863/?post_id=47362514
DPMG breakthrough = 3 simple steps...
https://hotcopper.com.au/threads/media-watch-nvx-related.5452221/page-1403?post_id=47293350
Novonix patented breakthrough Cathode materials...keep an eye out for that announcement!
Click on the link to watch Dr Chris Burns’ webinar and highlight in blue text his comments about Novonix’s own Single Crystal Cathode breakthrough material...
https://hotcopper.com.au/threads/ann-asx-small-and-mid-cap-conference-2020.5613818/page-46?post_id=47211961
Novonix enters S&P Technology Index!
The Aussie NASDAQ!
1 of only 50 companies are in this index. They include Afterpay, Nextdc, Carsales, Xerox etc!
ETF buying into NVX will lift the share price and volumes significantly as these major agreements are announced!
https://www.asx.com.au/asxpdf/20200904/pdf/44m9wtfhlpg5tf.pdf
https://i.ibb.co/FD9MdYR/6-CD3-B4-FB-D541-49-D7-95-B9-3738-F87434-C8.jpg
Faster ramp up of PUREgraphite factory in USA
If you also listen carefully to the webinar by NVX Group CEO Phil St Baker, he discusses the plan to ramp up will be faster than what is in the presentations....?
https://www.finnewsnetwork.com.au/Presentations/FNN_Event_2020/Aug/Novonixb/index.html
From the 14min 40sec mark, NVX Group CEO Phil St Baker states "that's our initial plan at the moment, the growth of this market is such that there is a high degree of opportunity for us to accelerate to 100,000 tonnes A LOT QUICKER THAN WHAT WE"RE SHOWING YOU ON THIS PLAN.
?This plan is what we consider a very modest for what we can achieve....its a plan we plan to improve on significantly as we move forward"
Mr St Baker also mentions the conversion of the current MOU with Panasonic/Sanyo into a supply agreement again!?As these major supply agreements are announced, we will see a rerating for Novonix and
International Institutional Investors invest in Novonix, so keep an eye out for the US OTC Best Markets Listing for Novonix.??
I?t is important that we need to keep in the back of our minds, these comments by Mr St Baker, about scaling the PUREgraphide plant quicker than what they show in that presentation...
We need to remember that 1 single Gigafactory such as Giga Nevada, manufactures 39GWh of battery cells, which consumes 42,000 tonnes per annum of graphite anode material each year.
https://i.ibb.co/BwLtRr8/Gigafactory-graphite-consumption-30-000-tpa-2.jpg
This single EV battery factory, will generate $US240million in profit annually.
https://i.ibb.co/0JwvBSW/Puregraphite-Anode-Profits-11k-Sales-Price-5k-Costs-and-10x-NPAT-Share-Price.png
Novonix New Single Crystal Cathode patent
While we wait for Novonix to announce the supply and royalty agreements. NVX Group CEO Phil St Baker held a webinar this week click on the link below to watch it.
https://www.finnewsnetwork.com.au/Presentations/FNN_Event_2020/Aug/Novonixb/index.html
A few important comments byNVX Group CEO Phil St Baker to keep an eye on . Especially items 2 & 6 below Novonix has invented new breakthrough cathode material, that they patented in 2019, in addition and separate from the previously announced Single Crystal Cathode+DPMG manufacturing process. Cathode materials are worth 3-4 times more than already valuable graphite anode materials….
Group CEO statements to watch out for below:
1."..million mile and multi million mile battery.."from the 5min 35secmark
2. "high potential innovations in relation to single crystal cathode which is emerging as a very exciting.A new single crystal product and also new manufacturing method called DPMG" from 6min mark
3."Long life electrolyte packages"from 6min 20 sec mark
4. "..what we are showing you here is that the data is quite compelling. The battery materials that we are making are delivering very long life in full commercial cells. You can see the extrapolations here on the chart, the green is where you are applying all of our products (PUREgraphite anode AND
Single CrystalCathode+DPMG AND NVX Electrolytes)....wellbeyond 1million miles, more like 1.5million miles....at very competitiveprices" from the 6min 35sec mark
5. "slide 7 we have kicked some major goals already, and more to come." from the 8min 5sec mark
6. "working on long life cathode materials...and patented" from the 9min 30 sec mark....this is very important as it hasn't been discussed at great length.Only the Single Crystal Cathode + DPMG manufacturing process, which differs from this, as this is an actual new Cathode material they have patented in 2019.
We just need to keep an eye out for an ASX announcement about this new long life Cathode material over the next 12 months, amongst everything else they are working on.
Novonix OTC Filings last night OTC Best Market listing must be close now
https://sec.report/otc/company/NVNXF
Looks like all the staff at Novonix are/will be driving Teslas by the look of this LinkedIn post by Novonix Exec Director Greg Baynton this morning, and Nick Liveris' comment below.
https://i.ibb.co/JxL8r3m/NVX-Linked-In.png
Tesla’s retiring Pr Jeff Dahn and Novonix article
I thought I’d share this article for Novonix investors.
https://electricautonomy.ca/2020/08/21/the-jeff-dahn-effect/
CEO Phil St Baker will hold a Webinar 8/25/20
Click on the link to register!
This is the most exciting time for NVX shareholders!
https://www.finnewsnetwork.com.au/page/investor-events
Lucid Motors’ incredible increase in range on a single charge will be very beneficial to Novonix.
https://hotcopper.com.au/threads/lg-chem.5545406/page-33?post_id=46462698
Try etoro or we use Commsec or Etrade.
Novonix will list on OTC Best Markets in mid September though.
Novonix trades on OTC Pink Markets NVNXF is the ticker.
Otherwise you can buy shares in the ASX. NVX is the ticker on the ASX.
Panasonic Tesla agreement direct link in Novonix’s January Quarterly Report.
Click on the link below to Novonix’s Q4 2019 Quarterly Report released on January 31st 2020 and scroll down to Page 5. Link below.
Novonix would not have a direct link to the Panasonic Tesla Supply Agreement on the US Securities and Exchange Commission website on an official ASX Quarterly Report, unless Novonix is very close to converting the MOU into a Supply Agreement and announcing it on the ASX
https://www.asx.com.au/asxpdf/20200131/pdf/44dpt26ryk2drj.pdf
https://i.ibb.co/1qYmP7n/Tesla-link.png
Faceoff, I also wanted to share a bit of research about small and mid cap stocks, especially with Novonix’s recent 300+% share price rise.
One thing investors either dont know or forget about stocks that have risen significantly as major milestones are achieved is that they trade below their recent high more than 90% of the time.
Then as the 3rd, 4th, 5th, 6th, and so on, major contract and profit announcement is made they kick up to higher highs over time.
Look at Netflix, up 30,000% or Amazon up 24,000% in a decade, yet over 90% of the time the share price was sitting below its most recent highs.
People who sold out during these periods missed the next leg up and the next and the next and the next to new record highs.
We don’t know if the next Supply Agreement or License Agreement will occur this week or next or on Tesla Battery Day.
When it does we will see new highs and again and again and again with every major announcement.
Every 30GWh EV Battery plant Novonix signs on is worth $199million NPAT or $5 per share.
Novonix is now setup for multiple share price rises as International Institutional Investors buy into the stock with every major announcement.
Just remember that 90% rule...so you don’t make the same mistake thousands of others have made in the past.
This is the most exciting time for Novonix shareholders!
You’re welcome Faceoff!
Keep topping up, Novonix will be trading on the OTC Best Markets by mid September 2020 and we should start to see some major announcements...
$US140million NPAT for every 30GWh Gigafactory plant signed contract
As Novonix gets closer to commencing their contract announcements.
Below are some revised calculations on the PUREGraphite anode Division only. The Single Crystal Cathode+DPMG, DPMG and Electrolyte Division profits are in addition to these below.
These profits are based on the $US5k all in costs and do not include the cost savings of the DPMG process Novonix is installing in Chattanooga right now. We should expect this all in cost to fall to $US3k-$US3.5k.
Novonix is spending $A3.5m on integrating the DPMG process now.
https://i.ibb.co/M2Byy1Y/2-DF49-F56-9997-4-B15-86-A9-4606-FD7538-A8.jpg
The estimated Share Price at various volumes is in $A is based on a conservative 10x EPS. The sector average PE multiple is at 23x.
You can quickly work out the $US share price by multiplying the $A share price by 0.7.
https://i.ibb.co/0JwvBSW/Puregraphite-Anode-Profits-11k-Sales-Price-5k-Costs-and-10x-NPAT-Share-Price.png
Estimated Novonix $US5.4Billion Annual Profit with a Tesla Terafactory Contract
https://i.ibb.co/MC71st5/NVX-11k-Sales-5k-Cost-900-000tpa-Terafactory-Contract.jpg
If Tesla or any of the other battery manufacturers decide to acquire Novonix's PUREgraphite Anode division, we should be looking at a $US10-12 per share for this business unit.
https://i.ibb.co/p36dbFh/57-FE2-AAA-9476-4-ADB-8602-5-DAE126806-BC.jpg
Tesla's Terafactory in Texas, will consume 900,000tonnes per annnum of Graphite.
https://i.ibb.co/BwLtRr8/Gigafactory-graphite-consumption-30-000-tpa-2.jpg
https://i.ibb.co/wR6qVCT/Terafactory-Image.jpg
The $US11,000 sale price is based on Novonix ASX presentations, as well as $US5,000 all in cost to manufacture.
Also, quite a bit of discussion in Dr Chris Burns'webinar on the 24/7/20.
Especially his comments about the close connections between himself and Tesla and Tesla's Terafactory in Texas.
And this.."continue to co-locate with EV battery makers" from 2026, which means they would have already started doing this for their PUREgraphite anode factories...
https://i.ibb.co/mJVTzJR/77-E9-DB25-DD5-C-4366-9460-1126245-E947-E.jpg
https://hotcopper.com.au/threads/ann-novonix-investor-webinar-presentation.5515208/#post-46060596
Estimated Dividends from PUREgraphite anode Division
https://i.ibb.co/LrNV6sS/Novonix-Dividends-from-PUREgraphite-Anode-Material-Profits.jpg
The PUREgraphite dividends are probably 2-3 yrs away, but the Dividends from the other Divisions should be much sooner than that, given they are based on Royalty Income.
A very exciting company, where we will see new highs from their first Supply Agreement and Royalty Agreement announcement, in addition to the existing Samsung SDI agreement for BMW i series and Sanyo/Panasonic MOU for Tesla.
Dividend Estimates from Novonix Electrolytes product
We also need to include Dividend estimates for the NVX Electrolytes product.
These are additional to the Dividends from the Royalties from Novonix's Single Crystal CathodeDPMG & DPMG above.
In order for an EV car company to reach 1.5million miles, you need ALL THREE Novonix product.
1. PUREGraphite Anode Material AND
2. Single Crystal Cathode+DPMG AND
3. NVX Electrolytes
https://i.ibb.co/T88vL7m/NVX-Electrolytes-Royalties-Dividends.png
https://i.ibb.co/JFzZhrg/03-EEFBB4-2704-464-C-B39-D-D6-A4-FD6-A30-F8.jpg
https://i.ibb.co/104ynQB/5-ABFED7-B-903-C-40-FF-9199-2-FDD4-CA99106.jpg
Estimated Dividends from Novonix's Single Crystal DPMG Royalties
Another Division of Novonix, within the NVNXF / NVX.AX company, but in addition to their PUREgraphite anode Profits, and Dividends.
https://i.ibb.co/S06Tw4W/Single-Crystal-DPMG-and-DPMG-Royalties-Dividends.jpg
Going back to our Dividend Discussion coming from Novonix's DPMG breakthrough, both for the Single Crystal Cathode DPMG and DPMG additional markets outside of EVs......?
If you only use conservative Royalty/Licensing fees per customer(see calcs below), derived from the Single Crystal Cathode DPMG patent, and separately the DPMG? Patent, the Dividends to Novonix Shareholders from this breakthrough technology are compelling.?
The savings to the Cathode manufacturers, Pharmaceutical, Vitamin, Construction Materials manufacturers will be in the hundreds of millions of dollars annually.
These Dividends, can commence almost as soon as the first Royalty/Licensing Agreements are signed, since there is no CAPEX or OPEX for Novonix, just an constant Royalty income stream...