Nano One Prediction From September 28, 2023. I was crucified for saying this in the ceo.ca forum. I wonder what I said that was so uncomfortable for that community to accept?
Today, I somehow feel this call is less offensive for some
reason.
Be careful of the hyper bulls. They can be very irrational.
https://ceo.ca/@dot_kom?d3f8de8d59de
• We won’t be able to communicate economics and volumes until late 2024. • Target production at Candiac for 2023 is 200 tpa (not 2,200 tpa). Very small scale admittedly. • Target production for Candiac for 2024 is 200 tpa (not 2,200 tpa). • Original plant needs to be retooled. Existing reactors not sustainably chemically compatible with One Pot process (they are currently running them to wear them out before scrapping them). • Goal is to scale existing plant up to 2,000 tpa at the end of 2024. Nano will stay at 2,000 tpa for all of 2025 and most of 2026. • Goal is for commercial plant next to original plant to be up and running second half of 2026.
@Dot_Kom To recap what Nano/Alex Holmes just clarified publicly: • We won’t be able to communicate economics and volumes until late 2024. • Target production at Candiac for 2023 is 200 tpa (not 2,200 tpa). Very small scale admittedly. • Target production for Candiac for 2024 is 200 tpa (not 2,200 tpa). • Original plant needs to be retooled. Existing reactors not sustainably chemically compatible with One Pot process (they are currently running them to wear them out before scrapping them). • Goal is to scale existing plant up to 2,000 tpa at the end of 2024. Nano will stay at 2,000 tpa for all of 2025 and most of 2026. • Goal is for commercial plant next to original plant to be up and running second half of 2026.