Novonix股票讨论区

• MooMamaLlama : interesting that GR now has a massive stake in lynas and a nice chunk of Vulcan too I think?

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• 頭等散戶楼主 AUgainer42069: 唔緊要，機會多的是，錯過了就算

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• 151437221 : 你真聪明

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• 151437221 : 投机的机会好像又来了

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• 151437221 : 为什么

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• 頭等散戶楼主 151437221: 因為賣電池原材料

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• 151437221 頭等散戶楼主: 不是卖给松下么

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• 頭等散戶楼主 151437221: 我不知道他賣給誰，但是當你看到中國的紅包行情，而這股也跟著上去，你就會感覺這支股票跟中國行情有關

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• MooMamaLlama : maybe not related in the way you think... look into graphene and synthetic graphite, novonix is an Aus battery tech company in the US , trying to circumvent the need to rely on China for refining via synthetic graphite .
  this is why USDE has given grants to the likes of novonix and Jervois Global. they need graphite, Cobalt, lithium... but the US and Aus are both currently dependent and in contracts with China for refining etc. We (Aus) have plenty raw materials but need China to refine it before we sell on to the US...or vice versa. China has a monopoly on the whole industry positioned in the middle.
  Jervois is a penny stock, but opened the only cobalt mine in the US last year, got grants from both govts, and is slowly from scratch buildiing their own system. They own a brazilian refinery and spent the grant on bringing that back to order, also own a massive power plant so they won't need to worry about excess costs from that.
  I look at JRV as Novonix little brother, because they're both similarly laying groundwork to be very productive over the coming years. Just like Liontown has. Jervois Global in more effective traditional cobalt mining, and novonix in developing synthetic graphite eliminating traditional mining, whilst also developing and testing current systems. I think redeveloping the battery tech is key to what minerals will be in demand

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