RE:as advertisedridethewinners,
As you said, "this is not an unexpected development"
You also stated "Interesting that in the PR they specified further non dilutive grants, there must be increased confidence that those are imminent."
Non-dilutive grants being provided for NanoXplore by and on behalf of the Federal government and/or the Quebec provincial government is also an outcome which is not unexpected. Although, considering that $80 Million worth of grants would ultimately be realized by NanoXplore and booked to the balance sheet; that would be expected to be somewhat upward share price driving.
I expect the $60 Million NanoXplore credit facility being finally locked down was in great part contingent on Canadian Federal government and/or Quebec provincial government funded grants being assured.
That is all nice; and yet, the NanoXplore share price is simply not being shown any love by or on behalf of the various institutional investments managers and their respective clients.
You stated "Volta is key from here. They need an anode contract to justify building more graphene capacity, and a second Volta offtake to cement that financing, and justify even more capacity increases."
When you are speaking to a requisite contract to justify building more graphene manufacturing capacity, it's not likely to be a second VoltaXplore offtake which is needed. The amount of graphene by weight which is required for the VoltaXplore 2GWh capacity battery cells manufacturing faciity does not justify a 8,000 tpa graphene manufacturing capacity increase on the part of NanoXplore.
What could be required is for a perhaps long touted and finally named "globally well recognized chemical company" to enter into "a commercial agreement" with it's collaborating partner, NanoXplore, and/or perhaps a joint venture partnership with a globally recognized battery cells manufacturer for the 2,000 tpa production of NanoXplore's proprietary "SiGTM" anode additive material and/or it's graphene enhanced anode material and SCPG andoe materials.
Either one of such suggested outcomes actually "imminently" occurring . . . Suffice to say such announced outcomes would facilitate having the NanoXplore share price rocketing upward.
Alas, this is unlikely to happen anytime soon.