$NVX $NVNXF $WWR Novonix with get the Panasonic production approval and then will become part of the US governments strategy to secure and wean off of Chinese supply. The next 30 days is going to be fun. Buckle up!
$NVNXF $NVX $TSLA $SPCX As Tesla’s businesses increasingly overlap with SpaceX, defence, AI, robotics and critical infrastructure, Tesla has growing strategic reasons to reduce dependence on Chinese battery materials. Regardless of whether Tesla and SpaceX formally merge, U.S. policy, tariffs, export risk and national-security scrutiny are pushing Tesla toward more localized and traceable supply chains. This creates a potential opportunity for qualified domestic synthetic-graphite suppliers such as Novonix, especially in applications where performance, uptime and security justify a premium. Thoughts?
$NVNXF would really like to see them get their act together like some of the others that have been running lately. Averaged down into quite a large position here. Share countwise, not much value anymore. 
