Forum Topics Novonix, Talga Resources, and Elon's Battery Day Presentation
Rapstar
4 years ago

So, investors were really rsttled by Elon's plan to pursue 100% silicon anode. If he is successful, that may or may not hinder NVX & TLG long term opportunity.  But it is a pretty huge IF.  

Is Elon genuinely pursuing 100% silicon, or is this a ploy to squeeze anode supplier margins (that seem quite generous)?

Investors in NVX are certsinly rattled. Thoughts?

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wishkey
4 years ago

What percentage of the world's batteries do we think Tesla are going to make? Surely there will be plenty of other companies needing batteries for their products?

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