Replies to post #146 on Novonix Ltd (NVNXF)

[Tesla Fandom]

$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