NOVONIX Limited (NVX) Shareholder/Analyst Call Transcript

SA Transcripts159.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call NOVONIX Limited (NVX) Shareholder/Analyst Call April 14, 2026 7:00 PM EDT Company Participants Ronald Cleve EdmondsSuzanne Yeates - Financial Controller & Company SecretaryMichael O'Kronley - CEO, MD & DirectorRobert Long - Chief Financial Officer Conversation Ronald Cleve Edmonds Okay. Good morning. If I could ask everyone to take a seat, we'll get started. Okay. Welcome. Good morning. I'm Ron Edmonds, Chairman of NOVONIX. I'd like to welcome our shareholders and guests to NOVONIX' 2026 Annual General Meeting. We acknowledge the Jagera people and the Turrbal people as the traditional custodians of the land on which we meet today. We pay our respects to Jagera and Turrbal Elders, past, present and emerging. Today, we're very pleased to welcome those of you at the meeting in person and those who are attending online through our virtual meeting platform provided by our share registrar, MUFG Corporate Markets Limited. I'll introduce the directors who are with us today; Michael O'Kronley, Tony Bellas, Bob Natter and Sharan Burrow. And also introduce the directors who have joined us virtually, which is Suresh Vaidyanathan and Jean Oelwang and Nick Liveris. And I'd also like to introduce Robert Long, our CFO; and Suzanne Yeates, our Corporate Secretary. Joining us virtually today from our management team is Ms. Kimberly Heimert, our Chief Legal and Risk Officer; and Mr. Dwayne Johnson, our Chief Operating Officer. We also have with us today, Mr. Michael Crowe, representing NOVONIX' auditors, PwC. Mr. Crowe is available to answer questions relevant to the conduct of the audit and the preparation and content of the independent external auditors report. And Ms. Chelsey Drake of Allens, our legal advisers. So it's at past 9 a.m., and a quorum is present. I declare the meeting open. Notice of the meeting was duly given and the meeting has