RE:pretty boring so farridethewinners,
What I stated about the newly appointed director, Helene V, Gagnon , is precisely that "her experience with CAE tells little to nothing of how she would actually contribute to NanoXplore getting done the very deals and locking down the various offtake purchase agreements needed to give any aspect of the 5 year strategic business development plan a GO Final Investment Decision".
In essence what I could have been more directly suggesting is that the appointing of Helene V. Gagnon to the NanoXplore board of directors was a move on behalf of the company which was as useful as mammaries on a bull, so to speak.
I also clearly stated "Helene V, Gagnon is some Quebec elitist" and that "one of the reasons I could ponder as to why Soroush Nazarpour & Co appointed Helene V, Gagnon to the BOD has to do with the fact being that roughly $80 Million worth of Canadian Federal Government grants guaranteed to flow into NanoXplore as needed, grants which ultimately allowed for the RBC provisioned $60 Million credit facility to be locked down, require Mr. Nazarpour & Co to show the Canadian Prime Minister and Premier Legault that Soroush Nazarpour & Co will "professionally feed" one of their elitist minions".
"After all, the various Canadian Federal Government and the Quebec provincial Government funded entities are NanoXplore "stakeholders" and Helene V. Gagnon is Chief Sustainability Officer and Senior Vice President Stakeholder Engagement at CAE Inc".
You stated "While I admire greatly anyone willing to start a new business, this does not compare to GRA doing $150 mill plus this fiscal year with cash and credit available to expand. If it works investors deserve a large reward for the risk they are taking".
Had you followed NanoXplore since it's meager beginnings, you'll recognize in Black Swan Graphene what NanoXpore had been earlier on during it's development as a graphene company.
Yes. It is a huge gamble on Black Swan Graphene actually succeeding at what it's representatives have suggested they are pursuing going forward, Said company has achieved some tangible deliverables on the graphene enhanced products development side of the equation; and yet, the share price is simply not appreciating due to what you rightly pointed out as the lacking revenues associated with SWAN.V at the present time.
Furthermore, it's quite obvious that Thomas Swan & Co., Ltd is actually the driving force behind all SWAN successes thus far and also all that Black Swan Graphene is attempting to suceed at going forward.
We note Thomas Swan & Co., Ltd had long been collaborating with companies like Nationwide Engineering Group (see the jointly developed graphene enhanced concrete add mixture product) and also note that both companies have long been collaborating closely with Manchester University's Graphene Engineering Innovation Centre ("GEIC") and likely also certain companies spun out of "GEIC".
That 1 Billion Dollar investment by the UAE based Quazar Invetment Company in a jointly formed partnership with a company spun out from "GIEC", namely Graphene Innovations Manchester ("GIM"), tells of the potential for a deep pocketed UAE based company to begin consolidating unto itself immensely well fitting technological innovations and proprietary mass industrial scale graphene process manufacturing methods, particularly from companies having long collaborated with the Manchester University Graphene Engineering Innovation Centre.
You should also note The Government of Canada had joined forces with The Government of the United Arab Emirates and the UK, German and Turkish governments, as pertains to a collective multiple country effort at the decarbonization of the manufacturing of concrete through graphene enhancement methods.
Also, note that the partnership venture amongst the UAE based Quazar Invetment Company and the company spun out from "GEIC", Graphene Innovations Manchester ("GIM"), is aiming to mass produce a new breakthrough graphene-enhanced concrete that does not need cement or water and can be made using recycled materials.
By the way, I don't expect Mr. Soroush Nazarpour & Co to clarify any other product certifications they have, and shed some light on the validation process and regulatory hurdles they are challenged with during the next conference call.
You stated "This is still a small company, and perhaps it is a better buy at $4 once there is a faster adoption rate
and a longer customer list".
I want to be absolutely wrong about this. Never the less, I have to say that the NanoXplore share price likely won't be leaving this seemingly God foresaken sub CAD$3.00 share price level anytime soon. I previously expected it could; not anymore.
I suspect that even if Ford Motor Company begins employing graphene enhancement in all it's composite automotive parts and components and awards NanoXplore an initial 10 year long exclusive graphene powder offtake purchase agreement and an accompanying initial 10 year long graphene enhanced products contract with a follow-on IP licensing, partnership and joint commercialization agreement amongst the two companies, the NanoXplore share price simply would not break loose of this dreaded CAD$2.00 price range handle.
Finaly, you stated "Compared to the other small graphene ventures out there, the performance here is better than most (SWAN, GMG, STI). At least we have had a bull market in big caps to enjoy while we wait. Best of luck".
You do know what enormous "opportunity cost" experienced is meant to convey, especially as relates to any five year long investment in NanoXplore, yes?
In my only recently revised opinion, NanoXplore investors are better off placing their monies in guaranteed investment certificates yielding 4% for at least the next two years or would perhaps be better off holding an investment position in gold bullion; at least then we would be collecting a yield from investment, something a NanoXplore equities investment simply fails to yield since 2021.