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Nano One Materials Corp. (0T6N.L)
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Any ideas on possible outcomes/business arrangements with a large OEM? How would a large OEM ensure a sustainable competitive advantage given Nano's stated objective to become a royalty/licensing company?
Everything is pointing to a deal in 3-6 months so hopefully this is where things start to get exciting!
4finance Amsterdam (NL)
$NANO ONE...... Ok.... Partner NANO >> Euro Manganese Inc. (EUMNF) +81.28%
Euro Manganese Inc. (EUMNF)
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Nano has opportunity with companies like GM stating the obvious. GM has brand issues as Will mentioned in an earlier post. GM has a poor track record with all stakeholders making it a poor choice to do business with. GM has bet the farm on an EV future and they have failing technology not to mention the advancements of Tesla. GM desperately needs to build a safety and performance profile for their EV tech or they will not make it as a company. They need to do this sooner rather than later. GM is at a cross roads and Nano may have a piece of the solution. This is the negotiation of a lifetime if in fact GM is speaking with Nano. It will be interesting.
I guess they read this article from yesterday, where to invest ….. Nano One :-)
Simple calculations show me we may easily surpass the $5 SP days before Earnings report (CC). That would make for a very interesting time for disclosure???? IMHO.
Investing with disruptors is not an easy task. I am confident in Nano because they have proven tech, well educated people steering the ship (unlike Gm's partnership with demo of the truck rolling down the hill lol), science has been proven by many credible 3rdf parties, balance sheet is reasonable with room to expand, patents, and many opportunities to open the gate. I am curious if anyone knows about the progress with the Asian OEM? The last update by the company spoke to many interesting potential partnerships - throw enough against the wall and some is likely to stick. You can't get ahead in life without taking risks.
Riddle me this,.. Who wouldn't want to own a company that will receive royalties on solid state (new age)batteries being manufactured for ...
EV , Data Storage, Energy Storage (excess energy produced by solar and wind), Industrial, medical devices and anywhere current batteries in use. That's what owning a piece of newest technology does.
4finance Amsterdam (NL)
NANO ONE.... Better times are coming.
Nano One Enters Agreement with Global Automotive Company to Develop and Evaluate Manganese Rich Batteries
September 30, 2021
Vancouver, Canada. Nano One® Materials Corp. (TSX: NANO) (OTC-Nasdaq Intl Designation: NNOMF) (Frankfurt: LBMB)
• Nano One successfully completes 2019 cathode development project and enters Memorandum of Understanding (MOU) with a Global Automotive Company.
• MOU to focus on low cost, cobalt-free, manganese rich, LNMO batteries enabled by Nano One’s patented One-Pot process.
• Multi-phase agreement includes performance testing and economic feasibility of cell development for potential electric vehicle integration.
• Patented One-Pot process and M2CAM technology enables feedstock flexibility, lower costs, enhanced cycle life and sustainability improvements.
Nano One® Materials Corp. (Nano One) is a clean technology company with patented processes for the low-cost, low-environmental footprint production of high-performance cathode materials used in lithium-ion batteries. Nano One is pleased to announce that it has completed a project with a global automotive OEM (Original Equipment Manufacturer), that was first announced on June 20, 2019 and the two parties have signed an MOU to evaluate manganese rich cathode materials for potential use in automotive scale battery cells.
The completed project successfully demonstrated the synthesis, performance and improved durability of a proprietary and experimental nickel rich cathode formulation, using Nano One’s patented One-Pot process. Nano One has built on this success and has now signed an MOU with the same OEM for the multi-phase development and evaluation of LNMO (Lithium Nickel Manganese Oxide) batteries using cathode materials prepared by Nano One. Work under the MOU will include performance testing, economic feasibility and future potential commercial collaboration for jointly developed battery cells using Nano One’s advanced LNMO cathode materials.
As the world puts the real price on carbon the environmental benefits of Nano One’s process will be THE game changer…
When that environmental benefit is conveyed to the consumer little else will matter!
Cathodes made with recycled manganese Ex Euro Manganese project and using Nano One’s process would be the cheapest & best with the lowest carbon footprint by a considerable margin!
Why is it up?
IMHO ALL the companies in the EV supply chain are beginning to realize that the way to manage their material production and battery needs is through collaboration with Nano. There are accelerated conversations at the highest levels to determine whether to do a licensing agreement, joint venture, a buyout, etc. Given Dan’s comments at the SDTC Annual Public Meeting on UTube (see earlier post starting at about 50:00), I’m sure that there is a massive amount of negotiation going on right now. Again, IMO, the Nano One “dance card” is filling quickly.
Now, watch this video from the CEO of Euro Manganese. He describes the perfect fit of their manganese for the use of NMC cathode materials. Also, he describes Tesla's direct metal process from Battery Day as essentially the same process as what Euro Manganese will be using. AND NOW, Euro Mangenese is working with Nano One on using their M2CAM process and One Pot process. Think about it and put together my fellow Nano One followers.
Euro Manganese in right space as Tesla announces shift to manganese for their batteries
Based on the Euro Manganese news today. ---
"Joint activities will focus on developing manganese products expected to be produced by Euro Manganese for use in cathode materials MADE BY NANO ONE, in the context of rapidly rising demand for high-purity manganese products."
Does this mean Nano One will be manufacturing cathode materials? This is a sign of a possible JV situation to produce the materials???
We know Nano One's intent is to license as well as JV. VW will be adhering to the high manganese NMC approach so Nano One will be a materials supply player as this inserts them right into the supply chain.
So just to recap since I have angered one or two people. I believe Nano has good tech. I believe Nano is confused about their business model and whom their ideal customer is. I believe EV players like Tesla have set the stage for how battery tech will be deployed (proprietary). Tesla certainly does not want to share their battery tech with any other players, this is part of their sustainable competitive advantage. To that end, I am confused by Nano's business model. I do understand that Nano is really a materials processing company focused on the cathode for the battery. To that end, maybe every player should have access to this? You decide. Investing with shareholder driven companies is a critical decision that I have learned the hard way. Of concern is the news item which suggests Nano is paying up for the engineering study to commercialize their technology. Why would an int'l automotive OEM not participate financially for something so important to their EV future? If I were GM for example having just experienced a $1b EV shock, I certainly would prioritize this technology if it could provide a better solution, unless of course exclusive access is not available. Another critical decision point is the current state of technology, everyone here knows by now about advancements in the battery space, maybe committing to this tech now compromises access to future tech. such as Solid State batteries? The best widget in the world does not guarantee success as history has proven. Be mindful that patents are only good for 20 years and they are very hard to police internationally. Nano does not have sufficient funds to back up their patents on the world stage. How can a small company with limited staff and resources really support multiple large OEM's? Exclusivity could be managed by simply using up all of Nano's time and resources on one project, they would not be able to service any other clients for quite some time. It will be interesting.
It was a pretty irrelevant “Special & Annual Meeting”. Surprised share price hasn’t retreated further…
To Jay and others who think licensing this technology to the world will work; Why is Tesla working exclusively with Panasonic? Nano is not the only game in town, companies seeking a sustainable competitive advantage will find other solutions, just like Tesla continues to. Not picking a dance partner will result in no partners as everyone leaves the party. Tick tock, patents are running out, technology is advancing elsewhere, and companies are picking their horses. If you were GM, would you pay up billions of dollars to have technology that Tesla also has access to?
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