RE:RE:Regarding Direct and Advancing Competition to NanoXplore SiG
Directvoice,
That is part of the problem with the co-founder being allowed to be the CEO of the company, i.e. Soroush Nazarpour simply doesn't care to provide a clear explanation regarding plenty concerns which "the Street" has regarding NanoXplore business and it's most recent five year stratgic business development investment initiatives, amongst other things of course.
Alas, Mr. Soroush Nazarpour simply keeps suggesting, either inadvertently or quite intentionally, that "The Street" can go flock of seagulls itself; and "The street" invariably keeps sending him and the company equities investors especially the very same sentiment. That is in great part why the NanoXplore share price is having such a hard time making and sustaining gains since at least the last instance in which Mr. Nazarpour provided "The street" that particular suggestion.
Your point about remaining ahead of the competition, in terms of graphene production capacity and commercialized applications of NanoXplore's graphene powder and graphene enhanced products, is well taken and is quite valid.
On that note, i would also point out that the previously projected increased capacity, quality and immensely reduced costs of graphene production, which Mr. Nazarpour & Co suggested can be achieved by way of employing the more recently revealed "dry process" manufacturing method on a mass industrial scale, is perhaps somewhat dependent upon, amongst other things, NanoXplore very long term securing the requisite steady volumes of post CSPG anode process manufacturing "waste" by-product graphite material, i.e. the "dry process" grapene manufacturing would perhaps be dependent upon the requisite kind, quality and quantum of "recyclable" graphite material remaining after any CSPG anode process manufacturing runs regularly undertaken by anode material process manufacturers.
I was somewhat disappointed that not one of the Q4/2024 financials conference call Q&A session participating equities analysts asked Mr. Nazarpour about and have him elaborate upon just how integral the securing of more than just sufficient amounts of said "waste" by-product and recyclable graphite material would be to necessarily achieving the immensely lowered costs to graphene production and the increased quality of NanoXplore's "dry process" manufactured graphene material.
We note that should the 8,000 tpa capacity manufacturing of NanoXplore's specifically "dry process" graphene be greatly dependent upon, as I theorize it would be, a certain Quebec based integrating 42,000 tpa capacity CSPG anode manufacturing company and a would be North American primary graphite miner for the next 50 years, there would be little wonder as to why that full industrial scale 8,000 tpa capacity "dry process" graphene manufacturing module would not be built, commissioned and full scale operating until Nouveau Monde Graphite commissions, builds and places into full scale nameplate capacity operation it phase two Becancour 42,000 tpa capacity CSPG anode manufacturing facility.
Yes Directvoice. "Competition is growing rapidly from all directions, especially from across the pond and within the UK, and such competiitor (s) would be poised to challenge NanoXplore's reign as the world's largest capacity graphene manufacturer.
Marvin J. Wolff would tell you that Black Swan Graphene, specifically said company's primary technological IP provisioning agent and co-controlling equity stakeholder, Thomas Swan & Co Ltd., would be that much closer now to building out, commissioning and full scale operating Black Swan Graphene's proposed 10,000 tpa capacity graphene manufacturing module within Quebec, Canada.
Thomas Swan &Co., Ltd principals, Black Swan Graphene management and the representatives of other principal SWAN.V investors have reached out and have secured the "upright attention" and collaborative graphene enhanced products development and certification support of those representing a certain well recognized chemicals company.
Black Swan Graphene representatives have inked long term commercial agreements with proprietary graphene enhanced products manufacturers, from ballistics protective gear manufacturers to mass industrial scale and now Black Swan Graphene enhanced plastics or polymer composite materials manufacturers, etc.
I'll say it again so that you understand precisely where I'm coming from with respect to Black Swan Graphene and it's full well expected growth of revenues phase. I hold more of my cash net worth here in NanoXplore equities than even Soroush Nazarpour does, on a percentage of cash net worth basis of course.
Therefore, when I tell you that Black Swan Graphene would have the kind and quality of success, especially the various share price appreciation type successes, which NanoXplore previously experienced (certainly no such success here within the previous 3 years), you should know that I certainly know of what I am speaking to with respect to all that Black Swan Graphene has lying ahead for itself and it's long and strong equities investors.
Clearly, those boys in Toronto Ontario, Canada have a Black Swan Graphene winner in hand.