RE:re: boy it's quietridethewinners,
Thank you for your comments.
I can and do entirely agree with all of what you stated, i.e. except for a couple of comments, which I to some extent I agree with and yet would none the less offer my input with respect to.
You stated, "I would expect GRA to sell around 50% of Volta in the financing package, but the proceeds of that will have to go towards their share of the funding costs. It is the potential graphene revenue from Volta to GRA that matters here, but I commend Dr. SN for being cautious. This business is not a guaranteed profit center at all, the technology could be obsolete before the plant is paid off. This technology is 18 months delayed, in a highly competitive arrea. That is concerning."
First, becuase the NanoXplore CFO did, during a previous conference call, indicate the possibility being that NanoXpore could exchange nearer to 65% of VoltaXplore as part of the overall VoltaXplore capital financing package or perhaps for whatever reasons deemed necessary in future, I too expect an exchange with partners/customers/financiers of either just under VoltaXplore controling equity interest or perhaps a tranche or exchanged tranches of VTXP:TSX equites which would collectively be over the threshold of controlling VoltaXplore equity interest or perhaps ultimately closer to NanoXplore's current 100% controlling equity interest being exchanged.
Additionally, it would go without saying, primariliy because the NanoXplore CFO did also emphasize the following point during the very same conference call, that any one of such proposed equity exchanges of VoltaXplore's equity interest with a certain specific VTXP:TSX partner/customer/capital financier and/or with VTXP partners/customers/financiers would result in the capital proceeds received in return for such equity interest directly acrruing to NanoXplore's balance sheet.
Such an exchange of VoltaXplore equity in return for proceeds, again which would accrue to NanoXplore's ballance sheet, may in fact be incrementally expensed by NanoXplore (incrementally is the operative word here) toward provisioning NanoXplore's perhaps apportioned responsibility to provide capital for the coming build of the VoltaXplore 2GWh capactity "Graphene BlackTM" enhanced Li-ion battery cells manufacturing facility.
This being said, I have to suggest there does exists, and I would point your attention to, the possibility being that the requisite exchange of VTXP:TSX equities with VoltaXplore partners/customers/financiers would be sufficient for such partners/customers/financiers to float all ongoing and $500 Million worth of capital expenditure costs (obviously except for the negotiated and scheduled interest paymets owed by VoltaXplore for such partners/customers/financiers provisioned capital of course) involved in the coming VoltaXplore 2GWh capactity "Graphene BlackTM" enhanced Li-ion battery cells manufacturing facility build.
When it was suggested for me that all $500 Million worth of capital expenditure costs supporting the commencement of the coming VoltaXplore2GWh capactity "Graphene BlackTM" enhanced Li-ion battery cells manufacturing facility build was to be brought into VoltaXplore from "outside sources" and that NanoXplore had no plans nor intention to be preparing to raise any portion of that $500 Million worth of capital required by way of NanoXplore equity issuance, I was reassured that NanoXplore equities investors dilution, which I previously thought could be resulting from the VoltaXplore $500 Million capital raise, was not in the cards.
You and all other readers would note that I acted on said specifically conveyed reassurance and had recommenced purchasing NanoXplore equities like a drunken sailor, so to speak.
You would also note that as a result of said most particular reassurance conveyed for me in conversation and my consequent ramping up of my incremental GRA.T equities purchases after being told such information, my equities investment portfolio is so far overweighted with NanoXplore shares that I hold well in excess of 25% of my net worth in NanoXplore equities alone.
Finally, with respect to what you stated, specifically " . . . the technology could be obsolete before the plant is paid off. This technology is 18 months delayed, in a highly competitive arrea. That is concerning", I will suggest that your concern is understood and appreciated; and yet, it's not really representative of a current overwhelming concern.
Given what would likely be immensely more than a Trillion Dollars worth of capital investment having been most specifically directed toward supporting the Li-ion battery cells industry supply chain (likely well upward of 1.8 Trillion Dollars in just U.S. Government subsidies, grants, fiscal assistance and other forms of assistance for this one world member state's contribution to supporting solely the U.S. Li-ion battery development, manufacturing and supply chain industry alone); and given the prior and also ongoing Li-ion battery cells components R&D and intellectual properties ginormous investments undertaken by or on behalf of all industry relating players globally and their respective automotive manufacturing partners globally in supporting and long term sustaining the lithium-ion battery components and battery cells manufacturing industry globally (and lets never forget all the critical elements mining relating investments expenditures already undrtaken and to be undertaken globally in support of Li-ion battery cells), there is far too much interest by or on behalf of the most interested parties in strongly sustaining (quite forcefully in fact) the "advanced" and high-performance battery materials components comprised Lithium-ion battery cells industry globally.
"It's all about graphene" ridethewinners.
What is strange is that you, ridethewinners, would choose to believe "this technology is 18 months delayed"; this especially when the intellectual properties and advanced Lithium-ion battery materials high-performance enhancing technologies developers and "the keepers" (companies like BASF, the world's largest chemicals company, LG Chem, Samsung and Hanwaha Group, SK Group/SK On, Hyundai, CATL, Ford, GM, Stellantis, Honda. Panasonic, Mitsui, Toyota, etc) know much better than us how high-performance, hard carbon and polymer matrix graphene enhanced lithium-ion battery cells component materials enable immense solid state like battery cells chemistries performance today; not ten years from now.
You are reading today, perhaps everyday, about so called technologies advances in battery cells chemistries which are merely said to provide this amount of high performance and that amount of energy density, energy capacity retention immensely greater cycle life, battery cells/packs charging speeds, increased beneficial battery cells temperature control, battery life, etc.
Simply remeber that NanoXplore representatives have already fully developed, de-risked and are manufacuring 1MWh of proprietary graphene enhanced battery cells.
That's already validated, qualified and having been certified with automotive manufacturers what are chemistries agnostic and form factor aganostic graphene enhance battery materials components (anode, electrolyte and cathode).
You'll find such high-performance graphene enhanced battery cells components and such graphene enhanced additive materials readily available as comprising NanoXplore's proprietary 2170 cylindrical battery cells; and also soon as being employed within the battery cells being manufactured by or on behalf of other battery cells manufacturers and their respective automotive partners (NanoXplore's "SiGTM" inside).
Alas, you, ridethewinners, are referring to and are seemingly somewhat preoccupied with a delay and appear to be choosing to jump to conclusions regarding obsolescence?
You, ridethewinners, are worried about that for NanoXplore proprietary technologies when the overwhelming majority of so called developments in advanced battery cells components chemistries haven't made out of the theoretical realm and certainly not anywhere off "the bench".