Nano One Materials Corp T.NANO

Alternate Symbol(s): NNOMF

Technology Electronic Components

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.

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Nano One Materials Corp > PROJECTED REVENUES

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Post by Starsearcher80on Sep 15, 2023 5:58am

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Post# 35637625

PROJECTED REVENUES

Being able to use the existing reactors at Candiac is an absolute game-changer as far as output capacity and timelines. That Nano can send out offtakes, NOW, is just stunning.

So lets do a little basic math with their numbers from this news release. We now have 2000tpa capacity from the existing reactors, and then another 200tpa from the new reactors, making for a total of 2200tpa.

A good source for analysis of CAM prices on a monthly basis can be found here. CLICK HERE to read. The price of CAM can and does fluctuate, and for the most part of this year has been dropping in price...until the past couple of months where there is a substantial uptick in the price of CAM. Noteable is the jump in the May/June window. From the article:

LFP cathodes lead price increase

The price of lithium iron phosphate (LFP) cathodes reported the largest increase with prices in China rising 19.9% month-on-month to an average of RMB 87,500 per tonne ($12,210).

The LFP cell production accounted for 67% of Chinese production in May, reaching 37.8 GWh.

Please note that the data I'm giving here for reference is a couple of months out of date. This monthly publication was July, the last one that I can find without a subscription. While this data is out of date now by a month (the most recent publication is for August), it is still valuable I think. LFP prices came down in the first few months of the year, but are only projected to rise with demand, so I consider this number to be very useable, if not quite conservative going forward.

So if you take 2200tpa and multiply by $12,210, you get topline revenue of $26,862,000.00!!

The days of this company being "pre-revenue" are now very limited. This massive move forward with the existing reactors also de-risks cash flow issues, which should go a long way to satisfying the needs another major round of investors.

And it should be noted that this is just on the immediate production side. You can do your own math with the 10,000tpa facility that is planned. And even all of this is not anywhere near where the story ends. Add in global licencing for a now proven product that is cheaper, faster, greener and longer lasting, and the potential revenues become jaw-dropping.

The growth of Nano, and of course the share price, will be exceptional.