Nano One Materials Corp. T.NANO

Big Deal Umicore + AESC = CAM for days and days

[Manager123]

AESC, a Japan-headquartered global leader in the development and manufacturing of high-performance batteries for electric vehicles and energy storage systems, announced it has signed a long-term supply agreement with leading circular materials technology company Umicore.

https://us.aesc-group.com/aesc-strengthens-u-s-manufacturing-operations-with-long-term-supply-agreement-with-umicore/

from the other side

https://www.umicore.com/en/umicore-and-aesc-enter-into-long-term-supply-agreement-for-ev-battery-materials-in-north-america/

[Manager123]

and they expand the plant before it is even completed. from today: https://electrek.co/2024/03/26/bmws-ev-battery-partner-launches-a-1-5b-factory-expansion-in-south-carolina/

[Lawisfun]

Until Umicore signs a binding off take contract, they should be assumed to be a competitor.  Not a partner. 

[Lawisfun]

Typo: *binding licensing contract. 

[contrap127]

At the core of Umicore's battery materials! With Nano One Materials! 0:48 https://www.youtube.com/watch?v=CfVZSj_5Q6s https://www.umicore.de/de/presse/news/umicore-und-nano-one-schlieen-gemeinsame-entwicklungsvereinbarung-fur-eine-prozesstechnologie-fur-batteriematerialien-ab/

[Lawisfun]

Show me the licensing contract.  Stop showing me promises of a future partnership.  There is no licensing contract in place today. So Unicore is not a partner and Nano One is not at the core of anything yet.  Enough with the promises of future success.  We need to see contracts now. Anything short of contracts will not suffice. 

[LTinvestor9]

I was under the impression that Lawisfun was no longer posting here. Looks like he sold his position and is now on the negative train again. Short term trader who won't be long when the stock moves higher

[Lawisfun]

I am here.  I am long.  I intend to sell my position again at ~$2.  I am concerned that Nano One share price continues to trend lower.  I am concerned that if we break down below $1.50 (which is only pennies away) we might break down below $1 next.   I built a long position recently assuming we would have a significant NR in March.  I now have