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Nano One: Breakfast Time

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Summary

  • The time has come for Nano One to deliver. Lots of partnering and evaluation deals are good, but we need to see Nano One’s technology put to commercial use.
  • Insiders are buying stock on the open market. Nano One leadership appears committed and optimistic about the company.
  • Before someone commits to a several hundred million dollar Nano One cathode plant, material supply, battery, and vehicle and/or grid storage application need to be there.
  • Nano One needs to solve the “business problem” in addition to the “cathode problem” if it is going to succeed.
  • We have firm indication from the company of an announcement of commitment - in some form - this coming quarter.

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