RE:re: quietridethewinners,
You stated "There are roughly 1500 Gwh of batteries produced annually today. 3 years from now GRA might be able to produce 2 Gwh. GRA is an ant walking among elephants. "
What you suggested is accurate; and yet, I had not invested in NanoXplore because of the VoltaXplore enterprise.
I appreciate your take on the financing of VoltaXplore.
I too suspect most of the capital acquisition relating interest payable by VoltaXplore would be serviced by VoltaXplore earned revenues.
I also appreciate your point about Mr. Nazarpour being frugal in all areas of NanoXplore's business verticals integrating operations.
In fact, I expect Mr. Nazarpour is so frugal and the graphene enhanced battery materials and battery cells energy density and overall performance is so good that Mr. Nazarpour was able to negotiate a price per battery cell which would have VoltaXplore customers/partners/capital investors absorbing, in a specific way, all costs to production, including VoltaXplore's ongoing operational capital expenditures and whatever other costs you may think of over and above such capital expenditure.
Whichever way you want to slice it, VoltaXplore will be operating "profitably" and be sustained for at least 10 years as being operated profitably from day 1 of NanoXplore's full 2170 cells production ramp-up of the 1MWh scale production facility and going forward to and at least 10 years beyond the ramp up of the 2GWh capacity manufacturing facility.
Mr. Nazarpour isn't just frugal about how NanoXplore went about investing in both the downstream "Graphene BlackTM" enhanced battery component products business and the "Graphene BlackTM" enhanced battery cells manufacturing businesses; he is has presented as being super smart about how he went about doing so and continues to go about doing so.
Heck, even Nouveau Monde Graphite executives have taken note of how Mr. Nazarpour and the others went about having VoltaXplore's 2GWh manufacturing facility build not only fully capital financed, ongoing operational capital expenditures financed by or on behalf of offtake purchasing customers/partners/ongoing operating capital provisioners.
Case in point, Nouveau Monde Graphite executives have bluntly stated that every offtake purchase agreement issuing customers must bring along a minimum of $100 Million each in "investment grade" ability to provision capital toward said company's building and NMG's operating of it's "full scale" phase 2 strategic business development investment initiatives.
You went on to state "I am back in the stock because I like management, I like the ppossibility of drilling fluids, SMC gains and the Canuck recycling potential. Volta is a good piece, but it will not contribute menaingfully to the bottom line for a long time. It is sexy to be in the EV race, but the reality of the competition and pricing is not as exciting. I expect a big bounce if/when it is all finalized, but the plant will take 20 plus months to build, then commission, then ramp up, then start paying off the debt to build it. "
It's nice to know you are once again invested here with NanoXplore ridethewinners.
I like all of what you've suggested.
What I like even more about what you too have now also suggested is that, you too have suggested - as I have suggested ad nauseam - that you expect a big bounce if/when it is all finalized.
I've previously issued my expected NanoXplore share price projections.
You may want to take note of them