Nano may be at 1000TPA by 2026. Wildcat, 15,000TPA Candiac 1 expansion might take place on 2025 so for 2026 Nano might be at 1,000TPA CAM production.
Wildcat with their high throughput technology will be at 15,000TPA by 2026.
How can Nano compete with this rate of expansion? Nano projects are extremely slow to complete. Even slower than they are to be announced.
Wildcat has delivered an off take contract for 15,000TPA high performance CAM. Nano has no off take and only has prospects to be producing 1,000TPA by 2026.
Any 25,000TPA facility announced by Nano will be at least 3 years away. So if that is announced in 2025 it will be 2028 before Nano sees any production from that facility.
What is possibly causing the mass and abrupt exodus from Nano One stock?