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Bullboard - Stock Discussion Forum 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... see more

TSX:NANO - Post Discussion

Nano One Materials Corp > FEAR IN THE SHORT POSITION
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Post by Starsearcher80 on Jul 31, 2023 9:53pm

FEAR IN THE SHORT POSITION

First of all, I want to say clearly that I have no problem with shorting stocks.  Stocks can go up and stocks can go down.  Long or short on a given stock are equally valid options for people to make.  It is NOT white hats and black hats...good guys and bad guys.  We're here to make money as best as possible, however that is.  So if I thought Nano was going much lower, I would gladly short the heck out of it.  To the contrary though, I think Nano is going to go higher. Much higher.

So let's look at the current Nano short position. Out of 104,342,065 shares of Nano, only 612,917 shares are short.  This represents only 0.59% of the total float.  Of the total float, the short position is essentially inconsequential.  Well, inconsequential...unless you are one of the people who hold the short position.  And if you do, you have a very big problem to deal with right now.

1) The first and biggest problem is the current light volume, which makes it very VERY difficult for the short position to cover.  Their buying alone has the power to fully move the stock upwards, especially given how dry the stock currently is.

2) We are now going into a period where news, very good news is all but imminent.  With that, we will now see progressively stronger anticipation buying.  And with the news itself, the stock should easily vault forward.  Both of these elements then, surrounding upcoming news, will bring in buyers.  And for the shorts, that's very bad news.

It's the perfect storm for a short squeeze.  The shorts now need to cover. But this need to cover is now in the midst of a dry stock, moving up strongly on low volume, with impending news that fully has the potential to ramp the stock up strongly, and now the stock has anticipation buying now starting to come in. Is this a problem for the shorts? Yes, it's now a big problem. If I were in their shoes, it would be very uncomfortable, and to my thinking, it is now bordering on nauseating. There is a few obvious games that the short position will attempt to play to try and manage the stock.  But I would say they are now losing control of the ability to manage. The stock is now up over 25% in just 8 weeks, and the short postion is only barely lower.  For the shorts, that's a bad thing.  A VERY bad thing.

Now, for whatever reason, those who are long seem to enjoy the short position being in trouble.  I think that's misguided, but that's another discussion for another day.  Again, we're here to make money.  And on that front (considering I'm long), I have no problem having the shorts fuel the updraft with their need to cover.  By the same token, I don't mind scooping shares of people who sell a stock in outright panic in the height of capitulation.  Sure, it sucks to be them, but they provide me the opportunity to make money. So thanks.  I know this sounds somewhat cold.  Ruthless even.  But again, we are here to make money. Period.  

So back to Nano, you are in trouble shorts.  Of course you know that. But the problem you have is there truly is no easy way out of this one.  Personally, I would move the stock as needed to cover now.  Painful? Absolutely.  You got caught and this is the price.  But it's far the lesser of evils compared to covering on continued and enlarged anticipation buying, or even worse, when news comes out.  Sucks, yes. But at this point it's damage control.  It happens.  Play it well and live for another day.

I bring this up to the message board because this imho, is something that is going to drive the stock forward, strongly.  Another reason to buy Nano, only adding to their pain?  Hell yes.  We are here to make money.

Enjoy.
Comment by ahkow42 on Aug 01, 2023 12:22am
This post has been removed in accordance with Community Policy
Comment by contrap127 on Aug 01, 2023 2:22am
The proportion of market participants who are inclined to sell the share at the current prices has become very, very small. Even an attempted drop in the share price (daily volume is really not high worldwide, so unfortunately it's easily possible) is, as you can now see very nicely, always recovered within a few days and the cycles become smaller and smaller in contrast to earlier ...more  
Comment by Starsearcher80 on Aug 01, 2023 6:02am
You're welcome Contrap.  While I write primarily to clarify my own thinking, I'm happy to add to the discussion in general, and maybe prompt others to clarify their own thoughts too. I always appreciate when that happens for me via someone's post, so happy to contribute to the same effort. I think this short position dilemna is going to play strongly in our favour in the coming ...more  
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