Nano One Materials Corp T.NANO

Alternate Symbol(s): NNOMF

Chemicals Specialty Chemicals

Nano One Materials Corp. is a clean technology company with a patented, scalable and low-carbon intensity industrial process for the low-cost production of high-performance lithium-ion battery cathode materials. It specializes in the production of low-cost, high-performance cathode active materials for lithium-ion batteries. Its technology is applicable to electric vehicles, energy storage, and consumer electronics, reducing costs and carbon intensity while improving environmental impact. Its patented One-Pot process is engineered to make cathode materials directly from non-sulfate forms of battery metals. Its Metal to Cathode Active Material (M2CAM) Technology enables sulfate-free metal powder inputs which eliminates 100% of wasteful sodium sulfate by-products while simplifying manufacturing. The One-Pot process simplifies production and enables its M2CAM technology. Its simplified One-Pot process enables cathodes to form simultaneously with their protective coating at the nano level.

TSX:NANO - Post by User

Nano One Materials Corp

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Comment by will.caon Jul 11, 2020 12:59am

405 Views

Post# 31254738

RE:RE:RE:NNO

I just want to point out that the $1B figure is the total market opportunity. ie if they capture 100% of the cathode market they could collect $1B per year. That is obviously not going to happen.

However, in their revenue forecast those figures are only for the announced partners. Sorry I don't have the source but someone asked investor relations and they confirmed that the revenue forecast was just for announced partnets. So all of those ~20 unannounced partners, if those turn into deals, those aren't included in the projections. They would be additional. They are not making projections for unannounced partners.

rainorshine59 wrote: Just go to their May Presentation HERE

Let it sink in.

They forecast $75 million licensing revenues by 2025. (HIGH MARGIN)

At a 20 multiple that's about $1.5 B

Growing towards $1B thereafter or to a $20B MKT CAP

Oh yeah...USD so add 30%...let's call it $25 Billion

$100-150 share.

We're at $2.00.

2021 is less than 6 months away.

Then the market will be looking out to 2022 -3 and beyond.

If NNO keeps executing like they have...I don't expect the shares to stray too far to the downside from today's price....given the potential trajectory over the next 1 - 3 - 5 years.

And what's a $Billion in revenue anymore, for a company that has a step change technology for the battery space???

Could all come sooner than expected...or not...BUT...for $2.00 CAD today???

I'm in and have been for awhile.

This pony is bound for The Winner's Circle.

Right now it's just in warm-up.

I'll be looking for it to get settled into the Gate...

GLTA