Nano One Materials Corp T.NANO

A Bull Case and Why Nano stock is heading to new all-time hi

[TommyNickels]

* Sumitomo 5% equity stake (17 million)
* Rio Tinto 5% equity stake (14 miion)
* Collaboration deal with BASF
* Collaboration deal with umicore
* Collaboration deal with Worley
* Quebec government support (17 million)
* Canada Federal spport (5 million)
* USA Federal support (18 million)
* currently producing 200 tons/annual LFP
* at 2000 tons/annual by end of 2024 (?)
* currently completing FEL3 study 
* working on FEL4 with Worley (25000 ton plant)
* 100% Tariffs on Chinese EV (Canada / USA)
* EV technology advancing not declining
* Legacy automotive manufacturers must pivot or will lose to China / Tesla
* Waiting for Tesla to hand out free IP for CAM does not seem like a wise investment strategy for legacy automakers
* Tesla could buy Nano and set up first plants
* N. America must pivot or will lose to China
* mode-du-jour moving from Globalism to Protectionism (both Trump & Harris)
* Climate Change is real and worsening. Now 1.5 Celsius breached for 1.5 years.
* polluting N. America is not an option being promoted by any political party

--> Sumitomo's 5% stake assumed a value of over 300 million. Are we less likely to succeed now or then (2022) ?

--> our first offtake agreement will be signed soon (for up to 2000 tons). Some company will get a deal to be the first. This then will lay the foundation for a joint Quebec / Nano / Worley / ? Deal for the first 25,000 ton facility. 

--> Ontario will follow. Doug Ford wants this.

I see us heading to 1.80 - 2.20 range in short order. Additional news regarding FEL4 and 2000-ton production will buoy this higher. The first-offtake deal will have us 3$+. Investor exuberance could run this back to 6$. An inked deal for the first 25000 plant could see us hit double-digits. Talk of NYSE / Nasdaq a natural outcome of these milestones being hit.

** feel free to correct and add to my list **

[Lawisfun]

Sumitomo was 2023 not 2022. 

[Lawisfun]

You haven't offered an explanation of how Tesla has publicly confirmed they have M2CAM process technology. Are you in the @contrap127 camp believing that Tesl is using One Pot process technology?  You do realize @contrap127 has never been correct right? Also, Nano has said Tesla does not collaborate with anyone unless you are the size of CATL.  So seems highly unlikely Tesla is

[TommyNickels]

* Tesla could release free IP and Nano still could be the winner.  * other companies have to figure out a solution because they cannot buy Chinese batteries and sell them profitably in N. America.  * other CAM strategies could be just as effective but doesn't mean nano can't thrive * Nano will produce 2000 tons and will sell this to someone. At a loss, likely, but will still