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NVX up 50% this week. I think a few people on this board are in this one and are knowledgeable of the industry. Anyone know why it’s moving so much? Are y’all holding?

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I have been on the road all week and just saw your question. My graphene and graphite thread covers NOVONIX but I will post what I posted there here as well. This is very dated information at this point so use it for your investments accordingly, but I am holding until it hits $20


I left NOVONIX in early 2024 (my NDA expired in February 2025), below were the buildout plans at that time. I am not sure if these are still the current plans due to the canceling of DoE grants and loans, however in light of the tariffs and other export restrictions we have seen lately it may be relevant.


Riverside Facility:
1) Current Buildout
a. Two Furnaces (30 kg)
b. One Mill
c. Agglomerator - adds pitch to the green pet coke
d. Calciners
i. One installed 2024
ii. Three more on order
iii. RTO will control (look into the potential to control sulfur compounds)
e. Production by end of
i. 2024 - 3,000 metric tons
ii. 2025 - 5,000 metric tons
iii. 2026 20,000 metric tons
2) Future Buildout
a. Two additional Furnaces permitted (40 kg) for 2025
b. By 2026 34 additional (80 kg) furnaces (total 42 furnaces)
i. Emission Control
1) Scrubber 99.99% control efficiency for Sulfur
2) Hydrogen Cyanide 99.98% efficiency




New Facility (Enterprise South):
1) Former Army Munition Facility in North Chattanooga next to VW
2) Phase I will be +60 Furnaces, covered rail loading and 4-6 calciners, generators (?) (potentially three times bigger than Riverside) Phase II will be additional +70
3) Will purchase by end of 2024 and break ground 2025
4) Major source for CO at a minimum, potential for HCN