Nano Share Price flat or down out to 2028/2029 a good thing Realistically Nano may trade flat from today out to 2028/2029 if the North American battery sector is entering into a contraction phase. A contraction from the great growth phase just beginning to wind down.
Contraction means the sector is still growing for a number of years to come. Just at slower growth rates.
Today is analogous to 2014/2015:
Today the slower growth rates we are seeing is leading to delaying facilities development in North America and Europe. These facilities are being placed on hold (not cancelled) until we have better sight lines on the sector entering into the next great growth phase.
And the next great growth phase will be a hyper growth phase across the board.
The current bull run is just now ending and it was just a small taste of things to come in the next bull run. Those who invested in 2014/2015 were fortunate to participate in this last bull run. And now we reset and begin the long accumulation phase once again.
Fundamentals will continue to improve from today out to the next bull run:
Today, most new facilities developments were being prepared with in service dates in and around ~2027. With the sector now starting to contract, these projects are being delayed by a few years. Not being cancelled just being delayed.
So lets say the average facility that was supposed to be in service by 2027 will now be commissioned in 2030. Well that is not actually all that bad for Nano One.
It gives Nano time to graduate their CAM process technology and plant design/build packages to be ready to participate in this next hyper growth phase the sector will undergo in ~2030.
Yes the investment like most investments in this sector will be flat or down for the next 3-5 years while money continues to slowly exit as the sector growth rates continue to contract.
That is just the nature of bull runs ending and accumulations phases starting. But that just means we all have lots and lots of time to buy Nano at these depressed levels.
Today we are like the investors who bought in 2014, waited to 2021, and caught the great bull run (which peaked for Nano in 2021). 2024 to 2031 will be the same as 2014 to 2021. New floods of money will only come back to this space when we are ready to re-enter the next hyper bull market.
Today in 2024/2025 is likely analogous to investing in 2014/2015 and waiting for that 2020/2021 bull market. If you buy today, yes it is going to be a long wait. Just like those patient investors before us waited from 2014 to 2021.
But the next 2030/2031 bull market will make your patience well worth the wait!!!!
good luck to all the longs