RE:THE MATRIX OF RISK, REWARD, & TIMINGThank you for your analysis. I agree that we have a potential unicorn, as many others have agreed. I’d like to address why a buyout is a lesser concern to me than what you outlined.
- Nano has several NDAs. We don’t know what the conditions are within the agreements. With the solid legal team that Nano has I’m betting that there are several long-term commitments within each NDA if certain conditions are met. Further, I also believe that some of these NDAs are with companies that are competitors. This would be a “poison pill” to a buyout by any one of them.
- Nano’s agreements, both known and unknown (NDAs), are with companies in the entire supply chain; miners, processors, recyclers, OEMs, etc. Their agreements could also act as a poison pill to a buyout.
- The Canadian government is heavily invested in Nano, not just financially, but also reputationally. If a buyout were proposed I believe the government could, and would, block it for a number of reasons, whether it would be national security, financial, or something similar.
- Dan has often spoken of “protecting shareholder value”. I think that this would be best protected by maintaining ownership over the foreseeable future.
I know that I’m speculating based upon several unknowns, but I believe my reasoning is sound. Thanks again for your post. Comments anyone?