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Nano One Materials Corp T.NANO

Alternate Symbol(s):  NNOMF

Nano One Materials Corp. is a clean technology company with a patented, scalable and low-carbon intensity industrial process for the low-cost production of high-performance lithium-ion battery cathode materials. It specializes in the production of low-cost, high-performance cathode active materials for lithium-ion batteries. Its technology is applicable to electric vehicles, energy storage, and consumer electronics, reducing costs and carbon intensity while improving environmental impact. Its patented One-Pot process is engineered to make cathode materials directly from non-sulfate forms of battery metals. Its Metal to Cathode Active Material (M2CAM) Technology enables sulfate-free metal powder inputs which eliminates 100% of wasteful sodium sulfate by-products while simplifying manufacturing. The One-Pot process simplifies production and enables its M2CAM technology. Its simplified One-Pot process enables cathodes to form simultaneously with their protective coating at the nano level.


TSX:NANO - Post by User

Comment by Lawisfunon Mar 22, 2025 4:41pm
50 Views
Post# 36505250

RE:RE:RE:RE:Pick Your Own Adventure - Nano One 2026

RE:RE:RE:RE:Pick Your Own Adventure - Nano One 2026

Well I suppose that is the difference between you and I. I am currently invested in Nano One for Candiac 1 production volumes alone. And I do not believe there will be any licensing deals and plans for a commercial Worley OnePot plant announced in 2025.  I personally don't know if 2026 will be any better in that regard. I have no reason to believe licensing deals are imminent and I have been burnt by Nano so many times that I will only believe it when I see it.


Therefore my investment needs to be defensible based on what I truly believe will be the only revenues in 2026. And to me, I believe I am in pretty good alignment with Dan Blondal when I say that the only revenues into Nano One in 2026 will be from Candiac 1.  I actually am thrilled with Candiac 1 and feel very optimistic that we will secure offtake agreements for the full 1,000tpa in 2025 and begin to generate commercial production revenues in 2026.  Very modest earnings per share but at last we might be cash flow positive in 2026 and finally out of our forever bankruptcy tailspin.


All those opportunities you listed are nothing more than dreams. They are not based on anything concrete and therefore they are little more than wild speculation.  Certainly not what I would consider investable prospects.  


There is not one (1) single item that you listed that I believe will lead to an announcement in 2025 for an offtake contracts. 


By the way, why do you bother participating on this message board?  Is it too much to ask for you to remain on CEO.ca where you have better control over the narrative?  Of course I would prefer if you stayed on this message board but if so, I would respectfully ask you to refrain from the personal attacks.  You can disagree with my investment thesis all you want. But no need to always take it to a personal level.  


In terms of your investment thesis, I am flabbergast and can't believe you are still talking about the cathode plant at Tesla Gigafactory Texas after all the recent announcements.  I am now convinced that you really have no idea what constitutes material information that needs to be disclosed to shareholders do you.  If Tesla cathode plant was using OnePot, Nano One would need to disclose that information to shareholders.  They have not done anything of the kind. 

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