RE:GrapheneQantumScape has a market cap of 13B$US, and even though they are more advanced on a commercial sense than GRA\Voltaxplore, their solid state batteries won't come to market before 2026.......And they are a pure new tech battery manufacturer,( no other products or verticals) with state of the art, but NOT commercially proven, new battery technology. Nano is first and formeost a graphene/plastic manufacurer, with multiple verticals, and one of those verticals is batteries.
Obviously, it would be the most capital intensive one, and the most value creating one.
When they will finally release results of the demonstration plant for Voltaxplore, if, IF they can show a 10% plus improvement in density and faster charging times, hold your hat! 20.$ will be a distant memory!
So, lots of potential, but definetely no guarantees!
We will soon know.....