Post by
Starsearcher80 on Feb 22, 2023 1:43pm
THIS IS WHERE THINGS GET VERY VERY INTERESTING
With this last news release from Nano, we're now at a fascinating and potentially very VERY profitable point as shareholders. Consider the following two points:
1). Nano's technology is a full-on disrupter, being faster, cleaner, cheaper, and providing a battery that lasts longer. Essentially, their technology will fully replace existing processing practices, as these other practices just won't be able to compete.
2). With regard to the competition out there that will use Nano's technology, the competition will be fierce. Given the exponential demand for lithium that is now upon us, and the competitive push of the OEM's, ALL manufacturers will be tripping over themselves to take advantage of Nano's technology. "Beeter, faster, cheaper, greener" has ALL the components that will satisfy, if not fully intoxicate, the competitve landscape.
But this is where things get very VERY interesting. First of all, I would give 10:1 odds that our first OEM to validate Nano's process is in fact Tesla. They are easily the farthest down the line of understanding the technology, have the greatest need for the technology, and are much more nimble than any other OEM's.
The odds that it is Tesla is fascinating enough, but. here's where you need to extrapolate the potential within the competitive landscape. I have absolutely NO doubt that Nano is going to become a massively big and profitable company. But that is still in the company's future, not present. Imagine then, an OEM that makes a play for Nano, essentially blocking their competitors from the technology. Is this beyond the realm of possibility? No, I don't think it is at all.
To the contrary, I think Nano, with yesterday's validation, is now in an absolute sweet spot to be taken over. And it makes sense. Small enough to devour, but proven enough to be worth devouring. The competitive advantage to the OEM that does that would be huge.
Now, personally I hope this DOESN'T happen. Personally, I would like to see Nano complete its current business plan, at which point we will have all made a fortune here. And the timeline for this is relatively short, with that potential being fully realized in the share price within the coming year. I would happily wait for that. But in guaging all scenarios, you have to realize that with Nano now being in that sweetspot, the takeover potential is now high.
What would that mean for shareholders? Any possible takeover bid is going to have to be pretty rich, as it has to offer a payout that at least pays homage to the potential of going it alone. Is that still within the relam of OEM's? Yes, I think it is. Will shareholders be happy? Yes, I think they will, but just in a different way. The gains over current share prices will be massive, and I don't know many who complain about making a fortune today rather than a year from now.
Personally, I think it's a win either way for shareholders, and it is why I am now over-loaded in this stock. That takeover potential is just far too large to ignore, and I certainly want all the shares I want, to take full advantage of that possibility.
So as the title says, "This is where things get very VERY interesting. Whatever happens going forward, shareholders are going to have a massive win imho. Again, I would prefer if they go it alone, but the realities of the competitive landscape here does ellicit entertaining other scenarios, I could just see one OEM taking a stab at this. If it does, watch the bidding wars ensue.