EcoPro and Nano - Licensing Deal Although many long time Nano investors are optimistic about an upcoming EcoPro licensing deal for Nano One One Pot process technology, the markets are in steadfast disagreement.
Personally, I believe there still remains a strong possibility that the Ford/SK On/EcoPro BM CAM plant is making changes to adopt an LFP chemistry (which would likely include One Pot) or else is changing their nickel chemistry process technology (which might mean adoption of both CAMX and One Pot).
But perhaps this is all just wishful thinking. All we know for sure is EcoPro BM have now licensed CAMX process technology for their nickel chemistry CAM production.
The markets are efficient so I have strong doubts that if EcoPro was about to announce licensing of One Pot process technology for LPF production, that we would not see more interest in Nano One stock.
Hopefully Nano ends this extended period of silence and provides investors with a meaningful update. Timing is fantastic right now since they are likely already complete the detailed engineering study that provides cost and schedule to complete their design-once-build-many production lines.
“Sell in May and go away” market corrections are currently underway. Would be fantastic timing for a major Nano announcement so Nano can pump while the market is correcting.
Good luck to all the longs.