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Nano One 2024

103 Posts
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  1. forum rang 9 nine_inch_nerd 1 januari 2024 12:51
    Ja, nu 1 januari.
    Ik had toch een beetje verwacht dat @4finance het voortouw zou nemen een nieuw draadje voor 2024 te maken.

    Bij deze dan.
    2024 wordt een belangrijk jaar voor Nano One, waar hopelijk concrete acties bekend worden gemaakt. Naast de bouw en uitbreiding van de productiecapaciteit, ook eindelijk de heldere communicatie welke partijen nu echt met Nano One 'in zee willen gaan'.
    Tot nu blijft het allemaal zeer vaag.

    De links:
    nanoone.ca/about/about-us/
    nanoone.ca

    Laatste nieuwtjes:
    nanoone.ca/news/news-releases/automot...
    nanoone.ca/news/news-releases/nano-on...

    Allen een fijn en gezond 2024 en een goede discussie hier.
  2. forum rang 6 4finance 1 januari 2024 15:18
    quote:

    nine_inch_nerd schreef op 1 januari 2024 12:51:

    Ja, nu 1 januari.
    Ik had toch een beetje verwacht dat @4finance het voortouw zou nemen een nieuw draadje voor 2024 te maken.

    Bij deze dan.
    2024 wordt een belangrijk jaar voor Nano One, waar hopelijk concrete acties bekend worden gemaakt. Naast de bouw en uitbreiding van de productiecapaciteit, ook eindelijk de heldere communicatie welke partijen nu echt met Nano One 'in zee willen gaan'.
    Tot nu blijft het allemaal zeer vaag.

    De links:
    nanoone.ca/about/about-us/
    nanoone.ca

    Laatste nieuwtjes:
    nanoone.ca/news/news-releases/automot...
    nanoone.ca/news/news-releases/nano-on...

    Allen een fijn en gezond 2024 en een goede discussie hier.
    Ik heb "de eer" aan jou gelaten vanwege de vele NANO posts.
    Ik sta rustig in de wachtstand en heb nog regelmatig bijgekocht.
    2024 zou toch wat commerciële duidelijkheid moeten gaan geven.
    Alles wordt goed voorbereid, en ik neem aan dat de meeste commerciële partners al bekend zijn.
    Een NASDAQ listing in combinatie met het aankondigen van deze (enkele) commerciële partijen lijkt het scenario.
    EV ontwikkelingen zullen in 2024 fors moeten versnellen om de doelstellingen te halen.
    Kortom; voor ons als beleggers in NANO zal het spannend worden in 2024.
  3. forum rang 9 nine_inch_nerd 10 januari 2024 17:49
    Shifting dynamics in the LFP market
    08-Jan-2024 12:22 GMT

    autotechinsight.ihsmarkit.com/news/52...

    Geopolitical issues and supply chain risks hinder global EV transition.

    The global electric vehicle (EV) transition faces hurdles due to geopolitical turbulence and vulnerability in the critical raw-material supply chain, risking a slowdown in battery production expansion.

    Oscillating prices of essential battery metals are putting pressure on supplier and original equipment manufacturer profits, leading to increased component and vehicle prices. Complicating the EV transition is trade friction, evidenced by the Inflation Reduction Act’s (IRA’s) activities in the US and mainland China's recent limitations on graphite exports.

    The latest research from S&P Global Mobility Auto Supply Chain & Technology Group underscores the necessity of a diverse supply chain for raw materials, such as lithium, nickel and cobalt.

    Lithium iron phosphate (LFP), celebrated for its cost-effectiveness in accessing segments of the EV market that other chemistries struggle to penetrate, must address several supply chain challenges before achieving greater prevalence in the low-cost sector. In contrast to mainland China's monopoly on the LFP battery supply chain, LFP holds an advantage for the markets in Europe and North America due to the abundance and geographical distribution of its key elements, iron and phosphorus. These regions already produce large volumes of phosphoric acid and iron compounds. However, the main challenge in creating a local supply is the production of the cathode active material, a process that has matured in mainland China due to their exclusive licensing rights.

    For example, S&P Global Mobility's latest analysis reveals a high level of vertical integration between extraction and high-purity phosphoric acid production sites. High-purity phosphoric acid, traditionally produced through a high-impact thermal process, is now trending toward a "wet" process with lower carbon emissions, especially as recent advancements have overcome previous technical obstacles. Although the phosphorus demand for EV batteries seems insignificant compared with the overall phosphate industry, supply constraints are anticipated due to the need for high-purity grades in battery production.

    Also anticipated is a shift toward ammonium dihydrogen phosphate as a precursor for LFP and lithium manganese iron phosphate (LMFP) production. Iron, being a highly abundant material, is readily available. In mainland China, it is inexpensively sourced as a by-product of the titanium dioxide production process. Historically, exclusive licensing rights for LFP cathode production limited the supply chain to mainland China, but with patent obsolescence in 2021, global players now have a cost-competitive opportunity.

    Companies in North America and Europe, such as Nano One, are entering the LFP market, providing a decentralized supply chain compared with NCM (Lithium Nickel Manganese Cobalt Oxide) batteries. The Canadian startup advocates for a one-pot approach, bypassing the precursor in cathode active material production. Adam Johnson, Senior Vice President, External Affairs, Nano One, told S&P Global Mobility: “Our one-pot process cuts cost, complexity, energy intensity and equipment from the cathode materials supply chain, enabling sulphate-free raw material inputs that are decoupled from mainland Chinese supply chains. In doing so, it also reduces greenhouse gas emissions and eliminates wastewater and large volumes of harmful by-products.” The company anticipates a global footprint for its technology and production plants. “Nano One has a design-once-build-many commercialization strategy, which envisions its technology and production plants being licensed, built and operated in jurisdictions around the globe, leveraging the security of localized supply chains while providing the broader EV and energy storage markets with rapidly deployable, cost competitive and environmentally differentiated solutions for the production of cathode materials.”

    The study examines the entire battery raw material supply chain from mining to battery production, encompassing all major processing steps. Mainland China's dominance in materials refining and battery assembly raises concerns about industry transformation dependence. Projections for 2030 identify Tesla, Volkswagen, General Motors (GM) and Stellantis as major players in nickel demand. Proposed are modular battery packs for resilience against raw material constraints.

    Concerns about cobalt access and ethical supply are explored, with a focus on reduced reliance on the Democratic Republic of Congo. The study predicts a shifting supply landscape, prompting the US to address imbalances through domestic supply chain incentives. It outlines the journey of materials used in battery production, covering mining to the manufacturing of batteries. It details suppliers and recipients at each stage of the value chain, along with trade quantities measured in metric tons. The focus is on demand projections, excluding the supply aspect.

    Phase 1 of the forecast includes materials, such as cathode active material, nickel and lithium. In Phase 2, aluminum, iron and phosphate were added to highlight the supply chain of iron-based chemistries, such as LFP and LMFP.
  4. forum rang 9 nine_inch_nerd 11 januari 2024 00:01
    Nano One wants Quebec's help to build a cathode factory
    news.dayfr.com/entreprise/3196808.html
    www.journaldemontreal.com/2024/01/10/...

    Nano One wants Quebec's help to build a cathode factory

    A Candiac cathode manufacturer, who relies on a technology developed at the time by the Hydro-Québec Research Institute (IREQ), believes that Quebec City must invest in its factory project to avoid seeing part of the cake slip through his fingers.

    "Does Quebec want to be part of only 50% or 100% of the cathode market? "asks Sébastien Dakin, Director of Stakeholder Mobilization at Nano One, headquartered in British Columbia.

    While 50% of the value of the battery comes from the cathode, a real race against time is launched to find the best recipe.

    Provided by Investissement Québec

    In Bécancour, EcoPro CAM Canada relies on nickel, but Nano One rather believes that the future of the cathode lies in lithium-iron-phosphate (LFP), used by Tesla.

    According to Sébastien Dakin, iron and phosphate are cheaper than nickel and cobalt, which should not be overlooked if you want to lower the price of electric cars.

    Last year, nearly one in three electric cars in the world was driving with this technology, he adds.

    To position Quebec, Nano One wants to build a 25,000-ton plant to compete with China, which is almost the only one to produce it on a large scale.

    A more ecological process

    In Candiac, 170 kilometers from Bécancour, the Nano One demonstration plant, white and blue, is convinced that it has found the right vein.

    The Nano One demonstration plant is large.

    By showing his facilities to JournalSébastien Dakin details the steps of manufacturing the cathode-cathic materials that will be used in the composition of automotive batteries.

    Lithium, iron and phosphate are first mixed in large reactors of 20 cubic meters, which gives a paste. Then it is dried and baked.

    "Our process uses much less energy and much less water," he says.

    "The only thing that comes out of the factory at the end is water vapor and LFP. We have no management of waste from by-products, "he says.

    IREQ Innovations

    To JournalSébastien Dakin recalls that the factory, which has changed hands several times in recent years, owes a debt of gratitude to the Quebec genius.

    Phostech Lithium (Quebec), Süd-Chemie (Germany), Clariant (Switzerland), Johnson Matthey (England)... and today Nano One (Canada, British Columbia) are in turn owners.

    He insists that it was the Hydro-Québec Research Institute (IREQ) and the Université de Montréal (UdeM) that developed the first commercialised LFP.

    Good recipe

    Today, Nano One is worth $254 million on the stock exchange. Rio Tinto is one of the shareholders. She is interested in it because she could one day send her produced iron powder to Sorel.

    Vili Costin believes that Quebec has everything it takes to play in the big leagues.

    "I'm at the fourth recipe. We manufacture the same product. We are well positioned, "says Journal Vili Costin, who has been working at the factory for many years.

    First Phosphate, Arianne Phosphate... Nano One is not the only one who wants to produce it, so why would it be the best?

    "We have a factory, an experienced team and our patented technology. We can therefore say that we are more advanced, "concludes Sébastien Dakin.
  5. forum rang 9 nine_inch_nerd 11 januari 2024 09:16
    Nano One Announces Carlo Valente as CFO

    January 11, 2024

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

    Highlights:

    Carlo Valente recruited as CFO effective Jan 15, 2024. Adds significant growth expertise.
    Dan Martino remains with Nano One as Vice President Finance.
    Supports scale-up, investor engagement and maturing of business.


    nanoone.ca/news/news-releases/nano-on...
  6. forum rang 9 nine_inch_nerd 5 februari 2024 09:16
    Nano One Provides Shareholder Update with Key Objectives for 2024
    nanoone.ca/news/news-releases/nano-on...

    Highlights:

    - Commercialization plan on target and advancing with partners.
    - One-Pot process targeting energy storage and EVs in North America and globally.
    - Collaborative work with partners on track with NMC and LFP.
    -Validation of LFP proceeding with multiple potential customers targeting offtake agreements.

    Nano One® Materials Corp. (“Nano One or the “Company”) is a clean technology company with a patented process for the production of lithium-ion battery cathode active materials (CAM) that enable secure and resilient supply chains by driving down cost, complexity, energy use and environmental footprint. Nano One is pleased to provide commentary from CEO Mr. Dan Blondal on the Company’s progress towards its long-term objectives.

    Commentary from Dan Blondal, CEO and Founder

    In the context of the current capital market conditions for our sector and Company, I want to assure our valued shareholders and the broader investment community, that Nano One continues to execute successfully on its business plans. Our institutional shareholder base remains confident, supportive and in for the long haul. I have recently spoken to many retail shareholders to spotlight our leadership position, our continual progress, and the successful execution of our milestones. We are well capitalized and spending prudently to secure offtakes and long-term value creation for our shareholders. The cornerstone of our long-term planning is built around effective capital sourcing, maintaining flexibility to meet market opportunities and thinking creatively about how we can maximize the company’s full potential.
    Our lithium iron phosphate (LFP) team has more piloting and production experience than any outside of Asia. Our pilot plant in Candiac, Québec, is commissioned and already producing samples, some at the tonne-scale, for potential offtakers, big and small, all looking for locally sourced LFP for their energy storage, defense, industrial and electric vehicle batteries. We continue to see a large and diverse market opportunity for LFP and based on our actions over the last five years, we are well positioned to be a leader in the field.

    Our potential customers and government stakeholders are fully engaged and working with us every day to accelerate the adoption of our One-Pot process. Our collaborators and shareholders at Rio Tinto and Sumitomo Metal Mining are world-class and with us for the long-haul to disrupt, drive change and create long-lasting commercial opportunities on the path to net-zero. Our scientific and engineering activities are producing a growing portfolio of intellectual property and process technology advancements, not only for nickel, manganese, cobalt (NMC) and LFP materials, but increasingly in recycling and battery metal processing. This is synchronized with piloting, procurement and commercialization initiatives and continuously advancing Nano One’s strategic objectives.

    Our One-Pot process makes LFP with less green house gas (GHG), energy, water, waste and physical footprint than incumbent processes. This positions us ideally for North America, Europe and Asia where the need for localization and environmental stewardship are interwoven with the need for global competitiveness. Our chemical flowsheet eliminates wastewater and sodium-sulphate by-product; if left unaddressed it will be a major hindrance to the global adoption of lithium-ion batteries because of the wasteful processes that currently dominate incumbent supply chains.

    One-Pot also enables untapped local sources of class 1 automotive-approved, readily available and readily scalable critical mineral inputs. This has the strategic benefit of decoupling critical inputs from entrenched but increasingly unreliable supply chains in Asia. Our Design-Once Build-Many growth strategy is gaining critical momentum at a time when the world needs turn-key solutions to address a looming and unprecedented amount of LFP demand. Our full scale LFP feasibility study could be complete by mid-year with engineering, flowsheets, major equipment, permitting and capex estimates in place to help fulfill our project financing, capacity expansion, licensing, and joint-venture ambitions.

    Furthermore, Nano One could potentially benefit from recent decisions in the United States relating to the Inflation Reduction Act (IRA) and Foreign Entities of Concern (FEOC). It is important to know that while Nano One’s business strategy does not rely on IRA policy, we are engaged with governments to ensure we are optimally positioned and accessing their financial support. As background, the emerging policies are now geared to leverage global expertise and accelerate the local production of lithium-ion battery cells, while securing critical mineral supply chains for domestic applications and enabling countries with free-trade agreements to participate in the emerging US lithium-battery market. This is particularly important for LFP because it will bring much needed cell production on-line faster. This will in turn require localized cathode production. Enter Nano One with a low-cost waste-free LFP process who’s critical mineral inputs, lithium, iron and phosphorus, can be uniquely sourced from existing and scalable producers with IRA eligibility.

    We also remain engaged with governments in Canada who have helped secure tens of billions of dollar’s worth of cell manufacturing plants. Governments and industry remain committed to developing an effective, integrated supply chain and supporting innovative, local companies. Based on our publicly disclosed partners and emerging ones, coupled with our past support and ongoing conversations with governments, we believe we could help unlock a new era of integrated supply chains for lithium-ion batteries.

    Simply put, Nano One’s vision to Change How the World Makes Battery Materials has traction on many fronts, at a critical time in history, when there is a generational opportunity in regions all over the globe, to build economically, logistically and environmentally differentiated lithium-ion battery supply chains.

    Our growth into Québec in 2022 has accelerated our path to commercialization well ahead of competitive LFP initiatives, and it is enabling growth that could position Nano One, Québec and Canada as leaders in the emerging LFP market which is projected to reach 10s of billions of dollars over the coming decade1.

    2023 Successful Milestones

    In 2023 the Company made significant gains by completing its first full year of ownership of the Candiac LFP production facility. The team was able to quickly recommission the facility to test and pilot its One-Pot process in full scale equipment for the production of LFP. These activities have showcased the patented One-Pot process working at commercial scale, attracted the world class investment and partners below, and have positioned Nano One to lead the localized supply of LFP cathode materials for the emerging market in LFP batteries.
  7. forum rang 9 nine_inch_nerd 15 februari 2024 16:01
    quote:

    tilleman schreef op 15 februari 2024 15:57:

    How low can we go? Ik wacht nog steeds met kopen.
    Maar ja, als ik een dag te laat ben?? dan mis ik de eerste knal.....
    Zijlijn geeft mooi uitzicht.
    Er moeten eerst eens concrete namen/plannen komen.
    Alles wat met EV-Li-duurzaamheid te maken heeft zit in zwaar weer. Je kunt alle trends op elkaar leggen...Zien hetzelfde uit.
  8. forum rang 6 4finance 15 februari 2024 17:39
    quote:

    tilleman schreef op 15 februari 2024 15:57:

    How low can we go? Ik wacht nog steeds met kopen.
    Maar ja, als ik een dag te laat ben?? dan mis ik de eerste knal.....
    Ik ben de hele rit naar beneden al aan het kopen geweest.
    Heb er nu wel heel erg veel ;-) Bij eventueel €1,00 laatste koop.
  9. forum rang 6 4finance 20 februari 2024 16:32
    quote:

    tilleman schreef op 16 februari 2024 08:51:

    Zoals ik 18 januari schreef, de bodem lijkt om $ 1.60 te liggen.
    Ik verwacht dat het aandeel behoorlijk onder de $1,00 gaat. Geen nieuws en zeer slechte PR van NANO lijkt hier debet aan.
    Voorlopig nog veel geduld hier. Overigens begin ik (weer) met kopen vanaf $0,99 tot $0,80
    Dan maar weer afwachten wanneer commerciële partners bekend gaan worden.
103 Posts
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