RE:RE:RE:Wildcat offtake contracts. 15,000 ton LFP Facility 2026!!?? Notice that Wildcat also claims to the marketplace that their CAM is the highest energy density CAM available in the world. As a reminder, Nano One stopped making any reference to the One Pot CAM being a high performance product.
There has been lots of explain around why Nano would not claim their One Pot CAM is high performance (since they will make lots of CAM for lots of people and not all CAM will have same performance properties). But the same can be said for WildCaT and they still are able to claim to the marketplace that their CAM is the highest performing CAM available.
Also, there is no evidence that I have seen that confirms the WildCAT CAM process technology has a high sulphate waste stream or uses an abundance of water. I do not believe those facts are known so it is difficult to claim Nano has an edge in that regard.
Oh, and one more thing: Wildcat offtake contact is almost certainly with BMW. So where does that leave Our Next Energy (ONE)? BMW has not signed an off take agreement with ONE so that is not good. And the WildCAT supercell sure sounds pretty good so does the ONE cells compete? These are not known but for sure the fact that Wildcat got an off take contract for 15,000TPA before Nano/ONE speaks volumes.
Does this Wildcat announcement explain the abrupt sell off of Nano One stock?