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NVX, NOVONIX LIMITED
nipper
post Posted: May 26 2020, 01:59 PM
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Posts: 6,956
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QUOTE
Street Talk understands the Capital Raising would be strucured as an $18 million placement and a $40 million accelerated non-renounceable entitlement offer and would be fully underwritten.

The offer would be priced at 29 a share. NOVONIX shares last traded at 66. Morgans was sole lead manager on the deal.

The $86 million NOVONIX supplies materials, equipment and services to the global lithium battery market. It counts ex-Dow Chemical chief executive Andrew Liveris as a board member.

NOVONIX's shares are trading up 112 per cent this month, after the company announced it had filed patent applications for a new method of manufacturing materials used in lithium batteries midway through May


- that's the way to get the money in the door, just after the rapid run-up in price. Hefty discount, though



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: May 15 2020, 02:22 PM
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been a long time between drinks. NVX saw a big jump in price today; up some 40% but that's off 4 year lows and only clawing back the market's Covid selldown that punished the small caps, especially those cash starved.

The news is that its research partners at Dalhousie University in Canada have developed a breakthrough method that can be applied to the manufacturing of both anode and cathode materials for lithium-ion batteries called dry particle microgranulation (DPMG).

From the announcement:
QUOTE
DPMG provides a method for synthesizing highly engineered particles through the consolidation of fine materials, that may otherwise be waste, into particles that can be tens of microns and suitable for use in lithium-ion batteries. The recent publication outlines methods of making spherical graphite for use in lithium-ion batteries with 100% yield where current methods have significant yield losses which increase the cost of manufacturing.

Patent applications protecting the DPMG process have been filed by NOVONIX under the commercialization arrangements with Prof. Obrovac and Dalhousie University.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Dec 9 2019, 05:33 PM
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https://smallcaps.com.au/novonix-long-term-...er-samsung-sdi/

QUOTE
In addition to the supply agreement, Samsung and Novonix have agreed to explore other opportunities for the supply of new graphite anode materials for electric vehicle use in Samsung’s products under a parallel research and development collaboration scheme. This could potentially lead to Novonix supplying other materials it develops or supplemental joint ventures within the energy and materials market.

Last month, Novonix’s subsidiary Novonic BTS scooped an innovation award at the Annual Discovery Awards held in Halifax, Nova Scotia with Novonix managing director Philip St Baker hailing the achievement as a demonstration of how ongoing development is benefitting the group as a whole.

“Novonix BTS is our centre of excellence which we are encouraging to continue to develop and evaluate new materials, work with major battery makers and OEMs and potentially incubate new technologies for commercialisation, all while continuing to provide industry-leading charger equipment to companies around the world,” he said.

The supply deal with Samsung could serve as a potentially huge boost for Novonix as it seeks to grow its suite of products alongside sales globally.

Samsung SDI is currently one of the leading manufacturers of rechargeable batteries for the IT industry, automobiles and energy storage systems (ESS), as well as cutting-edge materials used to produce semiconductors, displays and solar panels.

The Korean company has been selected as a core battery supplier for over 30 vehicle electrification projects and the first vehicles already on the road with Samsung SDI batteries currently being used in the Fiat 500e, BMW i3 and BMW i8 electric vehicles.

“Novonix is extremely honoured to supply Samsung SDI and we look forward to supporting them in delivering higher performance batteries to the global market,” said Mr St Baker.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Dec 9 2019, 11:04 AM
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NOVONIX TO SUPPLY SAMSUNG SDI AND PURSUE R&D COLLABORATION
QUOTE
NOVONIX Limited (ASX: NVX) is very pleased to announce that it has reached conditional
agreement to supply lithium-ion battery anode material to SAMSUNG SDI, an international
manufacturer of lithium-ion batteries.

The agreement is NOVONIX’s first for its recently launched “PUREgraphite Anode” product
and positions NOVONIX as a new supplier in this specialised battery materials market.
The agreement follows more than six months of technical evaluation of PUREgraphite Anode
material and is intended as a first phase of a long-term arrangement.

Under the agreement NOVONIX will supply SAMSUNG SDI an initial volume of 500 metric
tons in 2020, consistent with NOVONIX’s currently being installed production capacity, with
first deliveries forecast to commence in October 2020.
Larger volumes will be considered each year and will be subject to supply performance by
NOVONIX, market conditions and SAMSUNG SDI overall requirements.

NOVONIX’s PUREgraphite anode material will be manufactured at its facility in the United
States and will be exported to SAMSUNG SDI battery manufacturing facilities in other
countries.

Signing of the purchasing agreement for 500 metric tons in 2020 is subject to SAMSUNG
SDI’s required quality assurance processes and audit of supplier processes fulfillment.
Pricing is commercially sensitive and strictly confidential between the parties.
Financial implications for NOVONIX are material with sales under this agreement matching
the initial production capacity currently being installed at the PUREgraphite facility in
Tennessee.

NOVONIX will accumulate initial inventory prior to expected first delivery in October 2020.
SAMSUNG SDI and NOVONIX will also explore opportunities for the supply of new graphite
anode materials for Electric Vehicle use in Samsung SDI products under R&D collaboration.
NOVONIX Managing Director, Philip St Baker, said “NOVONIX is extremely honored to supply
SAMSUNG SDI and we look forward to supporting SAMSUNG SDI in delivering higher
performance batteries to the global market.”

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Oct 6 2019, 10:25 AM
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In Reply To: nipper's post @ Mar 11 2019, 02:45 PM

and back to 40c, though we have a broker (Morgans) putting a target of 65c on it:
QUOTE
....the company is in the final stages of fitting out new premises and expects to commission its first 500tpa of equipment in the current quarter. The first anode contract is expected in the third quarter of FY20.

Novonix has written down the value of its non-core Mt Dromedary deposit and the BTS business by -$11m and -$5m, respectively.

Morgans still believes there is potential value in Mt Dromedary, should it be sold, but based on values of listed graphite peers reduces assumed value.

Growth assumptions for BTS are also reduced in line with inflation. Speculative Buy (Add) rating maintained. Target is reduced to $0.65 from $0.75.




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 11 2019, 02:45 PM
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Posts: 6,956
Thanks: 2386


after a year of trending down, and settling around 40c, li'l ol' Li hopeful Novonix has put a bit back on, made it to 60c today. On no news; speeding ticket soon?

('twas a wonderfully symmetric "hope and reality" graph since listing 2 years ago.... 40c to two dollar, then back again.)



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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nipper
post Posted: Feb 4 2019, 10:46 AM
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Convertible Note for $10 million. Some buyers lining up but, so far, nothing on sell side.





--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 5 2018, 08:16 AM
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QUOTE
We selectively increased our positions in a number of smaller companies, .....and a new holding was

initiated in Novonix, a supplier of materials and services to the lithium battery industry....

Argo Investments (ARG) half yearly



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Dec 5 2017, 02:55 PM
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In Reply To: blacksheep's post @ Dec 4 2017, 09:11 PM

NVX's response to the SP movement

QUOTE
The NVX share price has traded down from $1.42 at close of business on the day of
our AGM on 21 November 2017 to $1.00 at close of business yesterday 4 December
2017.

Given the significant downward movement we provide the following commentary to
shareholders and the market generally.

We can confirm there has be no announcements or communications about the
business which would give rise in our opinion to the downward movement of the
share price.

We can confirm that the business is progressing well to plan and budget with respect
to what we have communicated with the market.

The PUREgraphite anode materials business that we are building-up in Tennessee
is progressing well with all our pilot plant equipment delivered and currently being
installed and the company on track to have this plant commissioned by Christmas
and in operation in the new year. We have made significant progress evaluating and
short listing our supply chain and are preparing to run higher volume trials (10 to 20
ton) early in the new year which will provide the necessary performance detail to
prepare to scale the business to 1,000 tpa capacity by 30 June next year as planned.
We have made good progress in engaging with prospective customers both
domestic US battery makers and international battery makers and getting the
necessary agreements in place for evaluating and qualifying our materials starting in
the new year and based on production from our pilot plant which will be up and
running.

The Battery Testing Services (BTS) business in Nova Scotia is performing well with
strong organic sales growth coming from our existing tier one customer base and
new customers including several global brand names in the battery making and
equipment manufacturing sectors. The growth is across many fronts including sales
of our original HPC technology/equipment, sales on the newly released high power
HPC technology/equipment, growth in our testing services and consulting, all areas
exceeding business plan at present. We are currently examining how we can further
accelerate the growth of this business that is experiencing strong demand well above
our capacity to produce and serve. We are currently moving to a new facility that is
five times larger and preparing to launch our first marketing campaign and appoint
our first dedicated marketing representative.

The Mount Dromedary Graphite Project in North Queensland is now in public
notification phase of the process of obtaining a mining license and environmental
authority and we expect to get these permits granted in the first half of 2018.

Andrew Liveris and Admiral Bob Natter have now invested their funds now and are
strongly behind the company with a visit to our Tennessee operations planned for
January.

Overall the business is performing well in all areas.

In respect to the selling of shares most of the selling was prior to the escrow release
which was 2 December and no staff or directors have been selling shares.

The selling appears to be predominantly smaller holders and nominees (representing
multiple small holders) profit taking and liquidating their positions at significant profit.
Some of these sellers are former convertible note holders who’ve all converted and
are taking some of their capital off the table.

There was one larger holder who had some financial difficulties and sold about $1M
worth in one line to a family office (at $1.25) and we have seen a bit of that stock
come back out onto the market.

Other larger holders have generally been holding or increasing their positions.




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 4 2017, 09:11 PM
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In Reply To: nipper's post @ Dec 4 2017, 06:18 PM

No doubt this ann on the 15 November - APPENDIX 3B – RELEASE OF RESTRICTED SECURITIES - had something to do with the decline

QUOTE
NOVONIX Limited (ASX Code: NVX) advises that 47,170,453 fully paid ordinary shares will be
released from escrow on 2 December 2017. The following Appendix 3B is requesting quotation of
these shares following the end of the ASX restriction period.

In addition to the shares noted above, 1,562,500 performance rights will also be released from escrow
on 2 December 2017. The Company is not seeking quotation of the performance rights.

Attached Image





--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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