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Saturday, July 25, 2020 9:13:43 PM
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
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