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Let's all say our prayers tonight. Would be a fantastic week to drop a new release for an offtake from Candiac 1.
For the life of me I can't understand what is taking so very long to get anyone to take the risk of signing a contract with Nano for such a modest volume of LFP. At some point we investors will need some evidence of the performance metrics for the LFP being produced at Candiac. It is not unreasonable to question the quality of the LFP being produced if it is taking this long for anyone to sign up for even very modest volumes of offtake.
I'm not asking for it to be the best LFP on the planet. Even an average performance LFP should be able to sell locally since there are not other local supplies of LFP.
So what is this telling us that after all the many many years of evaluation that not a single customer is willing to sign a contract for Nano's LFP product?
And why is Nano so secretive about the performance potential of their LFP? Why can't we see the specific performance test results ourselves? Is that also under an NDA? It's going to be hard to sell LFP if you can't even market the performance potential based on actual test results.
Just show us some actual test results already. What is the worst that can happen? We already all know the synthesis route is fantastic. Now please demonstrate to us that the product being produced using this fantastic synthesis route is even remotely good. Because many people are beginning to seriously doubt the quality of OnePot LFP. And can you blame them? It has now been a decade and nobody who has ever tested OnePot CAM has been willing to pay for it yet. At least not in terms of a commercial offtake contract for even small volumes.
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