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