Media Coverage

Nano One: The Bull Case Is Stronger Than Ever

November 23, 2021

Article Summary

  • Johnson Matthey’s announcement that they intended to leave the battery materials space has caused a huge overreaction in Nano One’s share price.
  • North America and Europe offer an incredibly attractive prospect for Nano One’s LFP development program, as the One-Pot process will enable supply chain independence.
  • Nano One’s plan to focus on North America and Europe for LFP development meant that it also left Pulead, though with lots of translatable experience.
  • Nano One expects to announce its first commercial deal in the first quarter of next year.

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