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NANO ONE 2023

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  1. forum rang 6 4finance 19 juni 2023 08:58
    Post by Starsearcher80on Jun 18, 2023 10:54am
    204 Views Post# 35502392
    IT'S ALL IN THE LANGUAGE USED
    From Paul Guedes:

    June 15, 2023. "The blueprint is being put into place, the engineering firms have been engaged, and the retrofits are underway. “We’re at that pre-commercialization stage,” says Guedes. “Within 18 months we will have long term binding contracts and real-world application ready to change the EV supply chain for the better.”

    I think there are several points of interest regarding the use of language here.

    1) "The retrofits are now underway". This fits in well with the rumour that Nano is in fact AHEAD of schedule with the retrofit. This of course would be great news. They've officially said 3rd quarter as the expected date. I fully maintain that we'll hear news before that.

    2) "We're at that pre-commercialization stage". This is a really interesting point for Nano. Commercialization as I understand it requires two things. First, obviously, they commercial scaling needs to be there. And as noted above, I think this will be earlier than expected. Secondly, end-user companies need to do their own evaluation/validation of the product. Guedes doesn't use language here that suggests "hoped for" outcomes. The language is much more decisive. We ARE at that pre-commercialization stage.

    3) "Within 18 months we will have long term binding contracts". Again, it's in the language used. Guedes says "we WILL", rather than "we hope to have".

    My point here is this. There appears to be a change in tone for Nano, with some clear confidence, if not even a little swagger, coming through in Guedes' comments. I take this change of tone as a positve, and no doubt there are other positive things coming that we don't yet know about.

    Is this change of tone warranted? Yes, I belive so. Nano has always seemed to be take an understated approach to date, but at this point I think it's fully warranted to be telegraphing "prudent confidence" into the marketplace. Yes, there are any number of companies out there who are long on self-promoting fluff. However, I beleive Nano is the complete opposite. They have the product, and are very well positioned to bring this all to fruition. If anything, this "prudent confidence" conveyed through Guedes hints strongly at their own positive belief in what transpiriing, and their own sense of excitement of what is now in store for the company in the very near future.

    If you have all the shares you want, sit back and enjoy. Imho, there is one Hell of a party about to start.
  2. forum rang 9 nine_inch_nerd 20 juni 2023 14:31
    Suggestief, ja. Maar er zijn links....

    To meet the target, Hyundai (005380.KS) plans to boost local production of EVs in its three key markets of the United States, Europe and South Korea, as more countries roll out tax benefits and incentives for locally manufactured vehicles.

    In the United States, its biggest market, EV production will account for three quarters of its total vehicle production there by 2030 from just 0.7% now.

    Hyundai Motor said it plans to introduce competitive lithium-iron-phosphate (LFP) batteries, a cheaper alternative to lithium ion batteries that have spurred EV adoption in China, for the first time around 2025.


    We'll see.

    www.reuters.com/business/autos-transp...
  3. forum rang 9 nine_inch_nerd 22 juni 2023 10:22
    Ter info:

    Nano One Annual General Shareholder Meeting

    June 22, 2023

    Vancouver, Canada (TSX: NANO) (OTC: NNOMF) (Frankfurt: LBMB)

    Nano One® Materials Corp. (“Nano One” or the “Company”) 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, wishes to remind shareholders about the upcoming annual general meeting (“AGM”) to be held on Thursday June 29, 2023 at 1:30pm Pacific Time.

    Materials for the AGM were mailed to shareholders of record the week of June 5, 2023, and may also be found on the website at nanoone.ca/investors/agm/ and on SEDAR at www.sedar.com. Shareholder votes must be received by 1:30pm Pacific time on June 27, 2023. Your feedback and your vote are important, regardless of the number of shares you own. You can vote by proxy at the AGM, and by proxy on the internet, by phone or by fax as per the instructions included in the meeting materials. If you have not received your materials yet, please contact your bank of financial institution directly to relay you voting instructions, or if your shares are held in your name, please contact the Company at info@nanoone.ca for assistance.

    Letter to Shareholders

    In advance of the AGM, management has issued a Letter to Shareholders which outlines their outlook on the accomplishments of the past year as well as their vision and evaluation of the Company looking forward to 2024. The Letter will be available to all stakeholders on the Company’s website at: nanoone.ca/shareholder-letter-2023/, and filed on SEDAR.
  4. Musiclover 23 juni 2023 19:37
    quote:

    nine_inch_nerd schreef op 23 juni 2023 16:46:

    Vandaag 'The Letter" persoonlijk gekregen.
    Mooi, he?

    nanoone.ca/shareholder-letter-2023/
    Nano is sterk in de communicatie. Daar kunnen andere firma’s nog wat van leren. Let maar eens op: minimaal 1x per maand (ongeveer) komt Nano met een substantieel persbericht.
  5. forum rang 6 4finance 29 juni 2023 11:13
    quote:

    nine_inch_nerd schreef op 29 juni 2023 08:22:

    Fixing EV Supply Chains Means We Need to Think Like Fossil Fuel Companies - Dan Blondal
    youtu.be/gy6-Gmim4E4
    Goede presentatie van Dan Blondal, CEO van NANO. Tijd blijft hier de bepalende factor.
    NANO moet ook nog de nodige productie lijnen bouwen en certificeringstrajecten doorlopen.
    Benieuwd wanneer commerciële partners kunnen worden aangekondigd.
    Uiteindelijk staan ook de EV autobouwers onder tijdsdruk om op te schalen met betere batterijen.
    Vooral met batterijen met zo weinig mogelijk kostbare en dure metalen.
    LFP is, zeker op dit moment, een zeer kansrijke batterij oplossing.
    Hier is nog wel geduld nodig.
  6. forum rang 9 nine_inch_nerd 29 juni 2023 21:15
    22:30u vanavond :)

    Nano One Annual General Meeting Update

    June 29, 2023

    Vancouver, Canada. Nano One® Materials Corp. (TSX: NANO) (OTC: NNOMF) (Frankfurt: LBMB) (the “Company”), 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, wishes to advise shareholders that the dial-in details for the annual general meeting of shareholders being held today at 1:30pm Pacific time (the “Meeting”) have been updated.

    Shareholders can attend the meeting by dialing:

    Toll Free - North America (+1) 866 811 9555

    Conference Passcode: 7478017 #

    The Company apologises for any confusion or inconvenience.
  7. forum rang 9 nine_inch_nerd 4 juli 2023 09:50
    Interessant artikel.
    www.cbc.ca/news/world/ev-regulations-...

    Dan Blondal talks Inflation Reduction Act in this great article by Alex_Panetta.

    Gedeelte artikel:

    "It's a plot twist from a year ago, when Canadians were fuming the law was too strict — back when Canada feared being shut out of the credits entirely.

    Canadian battery-technology manufacturer Nano One Materials Corp. argues that the draft regulations are too broad. One complaint, for instance, is that the law needs stricter rules for iron.

    Iron makes up one-third of lithium iron phosphate (LFP) car batteries. The company says it needs the same protections as critical minerals, otherwise these U.S. tax credits will wind up subsidizing batteries mostly produced in China.

    'A big loophole'

    "To me that's a big loophole. And it needs to get resolved," Nano One CEO Dan Blondal told CBC News.

    "We will be funnelling tax dollars to our competitors overseas."

    LFP technology reflects the history of electric vehicles.

    Decades ago, it was actually developed partly in Quebec, including by publicly funded institutions — Hydro-Québec and the Université de Montréal.

    But the technology never took off here. It eventually wound up being mass-produced in China and patent fees were waived for Chinese companies producing domestically. Now those patents are expiring right as LFP is gaining in popularity.

    Nano One starts production this year in Candiac, Que., after building partnerships with mining giant Rio Tinto, Volkswagen and energy-storage company Our Next Energy.

    Blondal calls the Inflation Reduction Act a rare chance to ease dependency on a rival, China, that once famously cut off mineral exports to Japan during a dispute.

    "We have … a generational opportunity," Blondal said. "Otherwise we'll lose on national security. We'll give away jobs and we'll perpetuate many of the environmental issues and GHG emissions … that are kind of the antithesis of our net-zero ambitions."

    Quebec also argues in its submission that the rules, as currently written, risk further entrenching U.S. dependency on unreliable countries with state-funded companies — an unstated allusion to China."
  8. forum rang 10 DeZwarteRidder 4 juli 2023 16:31
    Toyota unveils sweeping plans for new battery tech, EV innovation
    By Daniel Leussink
    June 13, 20232:12 PM GMT+2Updated 21 days ago

    TOKYO, June 13 (Reuters) - Toyota (7203.T) will introduce high-performance, solid-state batteries and other technologies to improve the driving range and cut costs of future electric vehicles (EVs), the automaker said on Tuesday, a strategic pivot that sent its shares higher.

    The Japanese giant's technology roadmap, covering aspects as varied as next-generation battery development and a radical redesign of factories, amounted to the automaker's fullest disclosure of its plan to compete in the fast-growing market for EVs where it has lagged rivals led by Tesla (TSLA.O).

    The plan comes a day before an annual shareholders meeting where governance and strategy - including a slow pivot to battery EVs under former CEO Akio Toyoda - will be scrutinised.

    Shares of the world's best-selling automaker jumped 5% on the day to 2,173 yen, the highest since August.

    Toyota said it aims to launch next-generation lithium-ion batteries from 2026 offering longer ranges and quicker charging.

    It also trumpeted a "technological breakthrough" that addresses durability problems in solid-state batteries and said it is developing means to mass produce those batteries, targeting commercialisation over 2027-2028.

    Solid-state batteries can hold more energy than current liquid electrolyte batteries. Automakers and analysts expect them to speed transition to EVs by addressing a major consumer concern: range.

    Still, such batteries are expensive and likely to remain so for years. Toyota will hedge with better-performing lithium iron phosphate batteries, a cheaper alternative to lithium-ion batteries that have spurred EV adoption in China, the world's largest vehicle market.

    At the high end of the market, Toyota said it would produce an EV with a more efficient lithium-ion battery offering a range of 1,000 km (621 miles). By comparison, the long-range version of the lithium-ion-powered Tesla Model Y, the world's best-selling EV, can drive for about 530 km based on U.S. standards.

    An EV powered by a solid-state battery would have a range of 1,200 km and charging time of just 10 minutes, Toyota said. By comparison, the Tesla Supercharger network - the largest of its kind - offers the equivalent of 321 km of charge in 15 minutes.

    Toyota did not detail expected costs or required investment for the plans.

    Engineers at the automaker have been considering a reboot of its EV strategy since last year to better compete.
    EV cars in Bangkok International Motor Show
    A Toyota EV car is seen at the Bangkok International Motor Show in Bangkok, Thailand, March 30, 2022. REUTERS/Soe Zeya Tun

    The roadmap detailed on Tuesday showed that under new CEO Koji Sato, Toyota has adopted much of the revamp that engineers and planners have been developing as options for months.

    That includes use of electric-axle and other technology from suppliers such as Aisin (7259.T) and Denso (6902.T).

    "What we want to achieve is to change the future with BEVs," Takero Kato, president of new Toyota EV unit BEV Factory, said in a video posted on the automaker's YouTube channel on Tuesday.
    NEW ASSEMBLY TECHNOLOGY

    Toyota said it was developing a dedicated EV platform to reduce the cost of new models and a heavily automated assembly line that would do away with the conveyor belt system that has defined auto production since Henry Ford over 100 years ago.

    In Toyota's "self-propelling" assembly line, cars under production would drive themselves through the process.

    It also said it would use Giga casting to cut production costs, adopting an innovation pioneered by Tesla using massive, aluminium casting machines to reduce vehicle complexity.

    Koji Endo, senior analyst at SBI Securities, said he was surprised by Toyota's move to counter Tesla's lead in production efficiency. "I'm not sure yet Toyota can push back in a counter offensive, but it's getting ready to try," he said.

    Toyota's BEV Factory, established in May, aims to produce about 1.7 million vehicles by 2030, Kato said - about half of the 3.5 million EVs Toyota aims to sell annually by that year.

    In April, the automaker sold 8,584 EVs worldwide, including under its Lexus brand, accounting for more than 1% of its global sales in a single month for the first time.

    Toyota sold almost 10.5 million vehicles in 2022, and has a market value of about $254 billion. By contrast, Tesla sold one-eighth as many vehicles yet is valued at around $791 billion, a premium reflecting investor belief in Tesla's growth potential.

    Toyota has long said it wants to offer consumers a choice of new-energy vehicles, including petrol-electric hybrids and hydrogen fuel cells as well as battery EVs, as part of the industry's transition from petrol-powered vehicles.
    Reporting by Daniel Leussink; Editing by Christopher Cushing and Kevin Krolicki
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