RE:RE:RE:RE:RE:RE:Northvolt CEO quits after bankruptcy filings2000duck, Mr. Wolff is not all that wrong.
Without the prerequisite offtake agreements there can be no forward progress with respect to monetizing, through specific commercialization efforts, NanoXplore technological battery component materials and battery cells specific IP.
When it comes to graphene business and graphene enhanced composites products business segment NanoXplore does do well; and yet, NanoXplore now has limited growth of revenues potential, due to specific production capacity constraints that will not likely be fully adressed before the end of 2025 and perhaps into 2026/2027.
Additionally, I can tell you that "dry process" graphene manufacturing method is wholly dependent on NanoXplore representatives actually securing more than just sufficient, very long term, steady and lower costs volumes of recyclable graphite material by-product with which to "dry process" manufacture the company's touted lower costs and higher quality graphene powder products.
I also expect that NanoXplore could be depending on companies such as Nouveau Monde Graphite, Syrah Resources Ltd to be the supplier of all that post CSPG anode material production recyclable by-product graphite material, i.e. unless NanoXplore representatives plan to have NanoXplore producing enough CSPG anode material to yield sufficient amounts of post CSPG anode material production recyclable by-product graphite material?
Once again, NanoXplore needs the prerequisite binding and therefore bonafide and bankable offtake purchase agreements, both for it's "dry process manufactured graphene powder and the company's various anode battery materials relating products; all of which are nowhere to be found today nor would they be found within an acceptable timeline going forward.
As for the long touted graphene enhanced drilling fluid, I could be and would rather I am wrong about this; never the less, I wouldn't expect NanoXplore and it's collaborating oil and gas industry drilling fluid joint development and commercialization partner to be anywhere close to bringing about a fully and finally developed, qualified and duly certified graphene enhanced drilling fluid.
Alas, it would probably take anywhere from another two to 4 years for that to be achieved.
I suspect that the Black Swan Graphene share price would likely be enabled to breach $CAD$120 before NanoXplore ever breaches upward beyond this seemingly God forsaken CAD$2.00 share price range.