RE:RE:RE:RE:RE:RE:RE:RE:RE:At some point a large OEM is going to invest in NanoXploreObviously there is potential future revenues for NanoXplore which would be derived from the VoltaXplore downstream enterprise investment tinkvid; and yet those revenues are 3 years away. This company requires a event which could catapult the NanoXplore share price upward during the nearer term.
Institutional investors and retail investors didn't want to wait around three years for consistently achieved and sustained quarter over quarter and annual profitability attained by NanoXplore's overall business enterprise. They left in droves.
Something may be shaping up to bring them all back in droves. Especially if NanoXplore C-suite representatives plan to issue any amount of NanoXplore common shares in return for much needed investment capital going forward
We note that NanoXplore and Martinrea International representatives actualy placed a price on 50% of the VoltaXplore enterprise and we know that a base $20 Million is what the entirety of VoltaXplore is established by both of the once co-owners of VoltaXplore enterprise to be worth at minimum.
That is precisely one of the ways in which NanoXplore's executive can, as I suggested previously had to be done, "attach a price on" what would be the mere base case valuation of the downstream VoltaXplore investment enterprise.
NanoXplore can conservatively leverage 75% of that established $20 Million worth in order gain a mere $15 Million of the 2GWh manufacturing facility's project financing. That leaves NanoXplore short $485 Million for what would be a planned $500 Million (see costs overruns) VoltaXplore build expenditure.
By the way, NanoXplore's current market cap is $510..842 Million.
I don't know your thoughts on this tinkvid.
Never the less, I find it difficult to believe that even with a annual estimated revenue of $120 Million to $140 Million for NanoXplore, there is no way in hades that NanoXplore itself has the leveragable borrowing capacity to secure $485 Million worth of capital lending.
Without a "Industry Titan" and joint venturing co-owning partner and government funding partners, i.e. a partnering company and/or government funded corporate entities which do have the liquid capital and immensely more than a mere $485 Million of dry powder to deploy at any given second, willing to take the gamble that NanoXplore would be good for the capital loans and capital investments going forward, VoltaXplore would not have secured the "GO FID".
If anyone cares to hear my minimally informed opinion as to what I expect those various patents which comprise the family of graphene enhanced battery material components intellectual properties are at minimum worth and also what the USEPA issued "Consent Order" for unlimited amounts of "Graphene BlackTM" comprising products is worth . . .
Suffice to say that during years 4 through 5 of this 5 year strategic business development investment period, just the aforementioned two NanoXplore assets alone would be valuated by industry peers to be worth the potential generation of circa 1 Billion dollars in annual revenues alone.
Now place a multiple assignable to NanoXplore's industry peers and place that on just the revenues generated by leveraging those two NanoXplore assets alone. Now you tell me whether NanoXplore is good for a five year payback on a $485 Million investment (a 5 year payback is now the defacto Federal Canadian Government accepted standard for lending circa 13 Billion to Volkswagon's PowerCo).
Heck, that isn't even factoring in what NanoXplore would have going for it's operations in Europe, which could be growing exponentially in lockstep with the company's North American wide operations.
I've always suspected a globally reconized industry titan is going to try to take out and fully absorb NanoXplore just before the company hits such a stride.
Now ask just what the five year return from investment for the Quebec and Federal Canadian governments funded capital investing entities would actually be when that event is shaped up?
Heck, were I Saudi Arabia's Crowned Prince who wanted to generate a three to five year payback and ROI which would be at least 10X to 20x my original investment within a three to five year period (primarily because I knew I was going to utilize a Saudi Arabia Sovereign Welath Fund to take a hard and fast run at having some privately acting intermediaries amassing the equity control of NanoXplore within that 3 to 5 year period), I would be willing to utilze the private services provisioned by and on behalf of about 20 to 30 different private investment funds, so as to amass a initial 9.9% toehold on NanoXplore before I decide to lend the company's share price the reveal of my then consolidated presence and my Soverign Wealth Fund's explicit interest.