Novonix Ltd (NVNXF)

[Tesla Fandom]

Novonix Profits $US70million for every 10k tpa PUREgraphite sold.

The Revenues Costs figures are based on company announcements. The EPS and PE/Share Prices are my own calculations I am using as a guide.

https://i.ibb.co/MnpQmGY/NVX-PUREgraphite-Profits-and-Share-Price-Estimate-10k-selling-price.jpg

Dr Burn's comments below are very very interesting to say the least...........130GWh to 150GWh of new EV battery production in the US alone, over the next 2 yrs equates to between 132,000 and 165,000 tonnes per annum of PUREgraphite anode sales. ??

Which equates annual profit between $A1.1Billion and $1.6Billion for Novonix.....(see profit table below.)??No wonder Novonix is trading in North America.....Bring on these Supply Agreements!? 

http://www.metalsnews.com/Metals+News/MetalsNews/Dr.+Allen+Alper,+PhD+Economic+Geology+and+Petrology,+Columbia+University,+NYC,+USA/FEATURED1304999/NOVONIX+Group+(ASX+NVX)+Battery+Materials+Development+and+Advanced+RD+and+Testing+Solutions+for+Lithium+Ion+Batterie.htm

Dr. Allen Alper: Well, that sounds great. Could you tell our readers/investors a little bit about the battery market and how it's growing, and also the storage part of the market?

Dr. Chris Burns: The battery market, as everyone is seeing, is gaining traction very quickly. The most exciting part about it is that growth in the lithium ion battery market, over the past 10 years or so, has come from the proliferation of consumer electronics devices and small-scale devices, where everything has a battery in it now. Right?

Phones, laptops, tablets, you name it. The exciting part about the growth in the industry is that it's going to be driven by electric vehicles and energy storage systems.

The requirements for those vastly outweigh the requirements for the growth in the consumer electronic sections, and that's even with modest adoption targets.The growth is huge.

I know in the United States, there are plans to install about 130 to 150 gigawatt hours of capacity in the next two years. And if you look at the Tesla Gigafactory in Nevada as an example, it's about 30 gigawatt hours of capacity spec to build a half million electric vehicles a year.

So this is positioning the United States to be able to build on the order of 2 million-plus electric vehicles a year, but, of course, some of that will go to energy storage systems and other markets.

But what's very important to understand about that growth is that those batteries have the highest requirements, the strictest requirements for performance, because again, consumer electronics only need a lifetime of a couple years.

And if something happens with your phone battery, you can just get a new phone. If you buy a Tesla Model S, for example, for on the order of $100,000 and the battery fails in only a couple years, that is completely unacceptable in supporting electric vehicles adoption and energy storage system growth.

Where we see the future for Novonix, is in providing materials for these high performance, high value products of electric vehicles and energy storage systems.