RE:RE:Nano Share Price Flat or down out to 2028/2029 A good thing Hi @contrap127, you've asked a number of questions. Let me do my best to provide a response to each:
1. Do you really believe that we have so much time compared to China, compared to the world, compared to climate change?
Regardless of the seriousness of climate change, global economies cannot be cudgled into pivoting away from the current energy mix and adopting soft energies/battery storage and EVs. Global governments are doing their part to support the transition away from fossil fuels. But the current contraction in the battery markets is a matter of fact. We are ending a bull run and it looks like the next bull run will begin in and around ~2030 when major facilities development go online. This is an economic reality and is independent of the needs of climate change.
2. Do you really believe that since 2015 as much further research will be needed by Nano One Materials as since 2014/2015?
Nano One only recently secured full scale reactors to de-risk CAM for LFP chemistry. HVS/LMNO, NMC, NCA, etc. are other chemistries for which Nano One will need much more time to de-risk at commercial scale. Six (6) years (2024-2030) is hardly any time at all. So will Nano be ready with all chemistries at commercial scale to participate in the next bull run (circa ~2030)? I believe yes but admittedly it is asking a lot from the development team. Recall that the majority of new CAM and battery plants are still based on NMC and ~50% of the market will remain NMC and other chemistries that are not LFP.
In terms of LFP, we should be placing our JV plant and hopefully a couple licensed plants online in and around ~2030. With the current bull run ending and market contracting, it will likely be 2026 before we hear of someone adopting One Pot plant via a licensed deal (aside from JV plant).
So yes I think Nano needs as much time as between 2014-2021 (i.e., 6/7 years) to mature the process technology and be a real player in the commercial market for CAM. I also think 6/7 years is really hardly any time at all.
3. Do you really believe that Canada can somehow afford to do this in terms of time compared to all the OEMs from 2022/2023?
See response to question 1.
But we will soon know more... Ok, let's keep believing.
Agreed. We both are hoping for the same. And we both have confidence Nano will succeed. We may have different timelines but I do not see any facts that we disagree on. Which is a positive.
good luck to all the longs.