The absolute best BS speculation I have ever heard Of all the nonsense BS conspiracy theories about the big names Nano could be working with, the most creative and absolutely best possible scenario I have ever heard is the one that was recently lighted speculated about on CEO.ca.
The theory goes like this:
Nano One (OnePot LFP cathodes) + CATL cells = blockbuster partnership.
I mean, this is the absolute greatest possible outcome that a Nano One investor could ever possibly imagine. To be honest, the thought never ever crossed my mind (considering how unlikely this outcome is). But admittedly, this would be such a blockbuster partnership that it would blow the top right off any previous share price historical highs for Nano One and that would just be upon hearing the news.
After the initial giga-pump to all time new highs, next we would get the massive roll out of North American made LFP cathode plants supporting the new NA supply chains all feeding into Chinese cell technology plants. It is the greatest win-win for the planet by far. Green LFP into state of the art cell manufacturing. And it's the connection between the West and CHINA that we all need. The technology share that EU and NA have been insisting China deliver if they want to be a part of the global roll out of electrification.
It's such a dream scenario it's hard to fathom how great the outcome would be for Nano share holders.
I would dare to dream, but unfortunately I've been burnt by Nano One so many times that I just cannot bring myself to even entertain that specific outcome.
The chance of it happening approach zero percen for many many many good reasons. But oh man, that is the stuff dreams are made of and the stuff that would make you think we are living in a simulation.
In any case, can't wait to hear about our 1,000tpa offtake from Candiac 1. That is the real dream for actual practical investors. Not very sexy I admit. But sure would be fantastic to get us out of our forever bankruptcy tailspin.