Novonix (ASX:NVX) VS Talga Resources (ASX:TLG) // Battery Material Suppliers ASX Stocks

In this video, we're going to do a side by side comparison between Novonix (ASX:NVX) to Talga Resources (ASX:TLG). Both are small-caps asx stocks in the battery materials space. Will Novonix (NVX ASX) Reach The Moon After TESLA Battery Day? 👉 https://youtu.be/lXq6YFR9vjY

📈 GET A FREE STOCK https://hellostake.com/referral-program?referrer=boweiq854

🚀 SUPPORT THE CHANNEL ON PATREON https://www.patreon.com/thedavidquan

💌 NEWSLETTER — https://docs.google.com/forms/d/e/1FAIpQLSdvTIt3jabwSCIPsebaP4N78Hv_-tTgHvNQqsI2IJ-8xViXrA/viewform

Got Questions? - Email me at thedavidquan@gmail.com

📸 My Camera & Equipment:
Sony a6400 body - https://amzn.to/2zgNHuW
Sony f4 10-18mm Wide-Angle Zoom Lens - https://amzn.to/2WMnxsO
Rode Lightweight Mic - https://amzn.to/36iwfSN
Neewer 18inch Ring Light - https://amzn.to/3bON2OB

📚 MY TOP INVESTING BOOKS FOR BEGINNERS
1. Rich Dad Poor Dad By Robert Kiyosaki - https://amzn.to/2O2cQ0b
2. Unshakeable By Tony Robbins - https://amzn.to/3e6Qy86
3. One Up On Wall Street By Peter Lynch - https://amzn.to/2Z6Awqp
4. Innovator's Dilemma By Clayton Christensen - https://amzn.to/2Z38dcq
5. Competing Against Luck By Clayton Christensen - https://amzn.to/3f1VbS9
6. Zero To One By Peter Thiel - https://amzn.to/38x0Pcq

For the purpose of this video, I'll be zooming in on the anode materials market, because that's the area that both Novonix and Talga is actively participating in.

Novonix Overview
They are an advanced battery materials company listed here in Australia, but the majority of their operations are in Canada and the US. And the focal point of this story has been cofounder Dr. Chris Burns's ties with Tesla and Tesla's battery research partner Jeff Dahn.

Talga Overview
They are an anode battery materials company listed in Australia, but the majority of their operations are in Europe. According to Benchmark Minerals, Talga is currently the only announced
anode production planned in Europe over the next 10 years.

EV Battery Demand Backdrop
Global EV (electric vehicle) battery demand is forecasted to grow 10x by 2030, reaching more than 700,000 tonnes of anode material per year. At least 500,000 tonnes of anode material is required by 2029 for EU manufacturers alone. The majority of the anode material supply currently is via China, and because of the trade war/pandemic, manufacturers are looking for ways to secure supply and de-risk their supply chain.

Full disclosure, I don't own either stocks. (As of recording this video at Aug 2020)

Timestamps:
0:00 Introduction
1:15 Overview On Novonix (ASX:NVX)
2:23 Overview On Talga Resources (ASX:TLG)
3:42 Electric Vehicle Backdrop
4:53 Gross Margin Difference
6:54 Speed Of Delivery
9:21 Management Team
12:53 Which Would You Pick Out Of The Two?

Disclaimer: I’m not a financial advisor. The information contained in this video is for educational and entertainment purposes only. Any purchases of stock that I show during the video should not be considered financial advice and you should consult a licensed financial advisor before making any investment decisions. I will not be held liable for any losses incurred for investments or trades that mirror my strategy. Please be careful!

Please note: some of these links are affiliate links where I'll earn a small commission if you make a purchase at no additional cost to you.

Видео Novonix (ASX:NVX) VS Talga Resources (ASX:TLG) // Battery Material Suppliers ASX Stocks канала David Quan