Rio Tinto the First (Part II.) @Lawisfun/Anxiety: The way you react to this justified speculation on my part makes me very, very thoughtful and makes me very confident that I will be right. Thank you!
But now again specifically for you, as an "investor".
1) Rio Tinto
- has the raw materials (lithium, iron, aluminum, scandium, titanium ...)
- is positioned worldwide
- has many automobile companies as customers (Tesla, BMW, GM, ...)
https://www.riotinto.com/
https://www.riotintoandarcadium.com/
2) Worley
- has the engineering know-how to build plants of all kinds (lithium refineries, battery plants, battery storage systems, solar and wind plants, ...)
- is positioned worldwide
- has many global players as customers, actually everything that is of any name (BASF, Umicore, Rio Tinto, Saudi Aramco, OPC, ...)
https://www.worley.com/
https://www.worley.com/en/insights/our-thinking/resources/can-the-middle-east-become-the-world-center-of-energy-transition-minerals
https://www.saudigulfprojects.com/2024/07/worley-chemetics-awarded-new-contract-in-morocco/
https://www.energynewsbulletin.net/energy-transition/news/1390211/worley-build-basf-battery-material-plant
https://mining.com.au/worley-secures-umicore-canadian-contract/
3) Nano One Materials
- has the technologies to sustainably produce high-performance, chemistry-independent cathode solutions (OnePOT, M2CAM)
https://www.youtube.com/watch?v=g-0Qr2QKdXQ
https://nanoone.ca/technology/
https://nanoone.ca/investors/presentations/
- has always positioned itself globally from the beginning: "We're changing how the world makes battery materials." And will implement this.
- has a large number of public partners and partners under NDA
https://nanoone.ca/our-company/our-partners/
https://nanoone.ca/news/nano-one-provides-q2-2022-corporate-update-on-commercialisation-strategy-and-expansion-plans/
This is where raw materials, implementation and innovation come together profitably. And yes, Rio Tinto will be able to offer its customers finished cathode active material (CAM), with the help of Worley and Nano One Materials! Otherwise Anthony Tse would not be where he is now and Paul Matysek would not have resigned as planned!
https://nanoone.ca/news/nano-one-announces-resignation-of-paul-matysek-and-appointment-of-industry-veteran-anthony-tse-as-new-chair-of-the-board-of-directors/
https://www.worley.com/en/insights/our-news/resources/2025/helping-rio-tinto-scaleup-production-critical-battery-materials
https://www.riotinto.com/en/news/releases/2022/nano-one-and-rio-tinto-announce-strategic-partnership-and-us10m-investment
https://www.worley.com/en/insights/our-news/resources/2024/strategic-alliance-with-nano-one-to-deploy-one-pot-process-technology
And yes, Rio Tinto is raising some money right now. ;)
https://www.afr.com/chanticleer/rio-tinto-s-big-equity-raising-alert-falls-on-deaf-ears-20250226-p5lfb6
>> You seem as if you clearly don't understand the concept of M2Cam, nor the concept of vertical integration and local supply chains!!! <<
And please make sure to quote in your contributions. Thank you!
What do you think? How will we be taught in one-on-one sessions in the coming weeks at the PDAC 2025 Investment Forum and especially at the Roth Conference 2025?
https://nanoone.ca/investors/events/
Let's be surprised?