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NANO One Materials 2021

478 Posts
Pagina: «« 1 ... 4 5 6 7 8 ... 24 »» | Laatste | Omlaag ↓
  1. forum rang 7 4finance 19 maart 2021 11:57
    quote:

    Menno87 schreef op 19 maart 2021 06:53:

    En order geplaatst kijken of ik ze voor een goede prijs kan binnen halen.
    NANO, ik verwacht dat de koers de komende 2 weken tussen de €3,60 - €4,00 zal bewegen. De huidige koers zegt eigenlijk helemaal niets. Als er een auto partner aan boord komt gaat de koers echt vele malen hoger. Ik heb mijn boodschappen in dit aandeel inmiddels gedaan en wacht nu zeer geduldig af.

    Hier gaat zeker iets gebeuren. Er stappen niet voor niets partijen in voor 25 miljoen.

  2. forum rang 7 4finance 20 maart 2021 11:48
    quote:

    nine_inch_nerd schreef op 20 maart 2021 11:04:

    In FD afgelopen week:
    Na het aandeel Tesla schieten ook de grondstofprijzen voor batterijen omhoog

    Discussie: wat betekent dit voor NANO ONE? Efficiëntere batterijtechniek zou hiervan moeten profiteren, toch?
    Ja zeker, NANO heeft de benodigde patenten. In dat kader zijn zij bezig samen met o.a VW om deze techniek (binnen het kader van hun patenten) te optimaliseren. Het is dan ook te verwachten dat minimaal VW op korte termijn deze techniek van NANO gaat gebruiken. Er de rest zal volgen. Het kan bij NANO zeer verrassend worden.

    Betere batterij techniek is zeer noodzakelijk om elektrisch vooruitgang te krijgen. NANO kan en zal dit leveren in mijn optiek......



  3. forum rang 10 DeZwarteRidder 20 maart 2021 14:13
    quote:

    4finance schreef op 20 maart 2021 11:48:

    [...]
    Ja zeker, NANO heeft de benodigde patenten. In dat kader zijn zij bezig samen met o.a VW om deze techniek (binnen het kader van hun patenten) te optimaliseren. Het is dan ook te verwachten dat minimaal VW op korte termijn deze techniek van NANO gaat gebruiken. Er de rest zal volgen. Het kan bij NANO zeer verrassend worden.

    Betere batterij techniek is zeer noodzakelijk om elektrisch vooruitgang te krijgen. NANO kan en zal dit leveren in mijn optiek......
    VW wedt niet op een paard en is zeer waarschijnlijk bezig met een hele hoop uitvinders, die allemaal beweren dat ze de beste en goedkoopste batterijen kunnen maken.
  4. forum rang 6 Hulskof 20 maart 2021 15:07
    quote:

    DeZwarteRidder schreef op 20 maart 2021 14:13:

    [...]

    VW wedt niet op een paard en is zeer waarschijnlijk bezig met een hele hoop uitvinders, die allemaal beweren dat ze de beste en goedkoopste batterijen kunnen maken.
    Klopt. VW heeft ook al meer dan 100 miljoen in QS gestoken en zo zullen er nog wel meer zijn.
  5. forum rang 9 nine_inch_nerd 20 maart 2021 17:51
    Nano One: VW Power Day Update

    Mar. 16, 2021 12:03 PM ETNano One Materials Corp. (NNOMF)GM, QS, TSLA...82 Comments21 Likes
    Summary

    Volkswagen has presented their "Power Day" and path to volume EV batteries. There are tantalizing clues that point to Nano One.
    VW and Nano One have been partners for lithium battery cathode process development since 2019.
    Nano One's process enables manufacture of highly stable, long cycle life LNMO cathode which it appears VW will use for their high volume, mainstream cars.
    Compared with VW's more hyped battery partner QuantumScape, Nano One looks to have a more immediate, and possibly more significant role in VW's transition to BEVs.
    Nano One's currently modest market cap may represent an interesting opportunity for investors.
    Nano One (OTCPK:NNOMF) has been partnered for cathode material process development with Volkswagen (OTCPK:VWAGY) since 2019. Volkswagen's "Power Day" presentation strongly suggests that Nano One cathode process technology will play a major role in Volkswagen's BEV manufacturing.

    Nano One's cathode process produces inherently more precise crystal structures within cathode material. For LNMO cathode material (aka HV Spinel) the precision of the Nano One process effectively eliminates voltage fade and delivers good cycle life for this low cost, cobalt free, high performance cathode material. Protective (titanium) coatings on individual single crystal LNMO particles - also possible with the Nano One process - has recently allowed practical use of LNMO with liquid electrolytes.

    Most recently Nano One announced its M2CAM cathode process (for which patents are pending). Nano One's M2CAM process greatly simplifies and shrinks the environmental footprint of cathode material manufacturing and is applicable to most all cathode materials used or planned for use in electric vehicles.

    Volkswagen in their Power Day presentation called cathode material the

    CONTROL LEVER FOR SUSTAINABLE SUPPLY CHAIN, COST, AND RANGE.

    Volkswagen's prominent focus on supply chain sustainability aligns perfectly with Nano One's latest M2CAM development.

    Volkswagen went on to describe how three different cathode materials will be utilized for different segments of their electric vehicle business. Volkswagen will use a high manganese cathode material for most of their planned electric vehicle volume. This is similar to the approach Tesla (TSLA) showed at Battery Day...

    Power Day Slide showing cathode applications

    Source: Volkswagen Power Day 2021

    There is an important clue in another Volkswagen slide about the type of high manganese cathode they have in mind. Whereas Tesla described their high manganese cathode as being just a third manganese, this Power Day slide suggests Volkswagen is looking to roughly three quarters manganese content - exactly the ratio of manganese to nickel in Nano One processed LNMO HV Spinel.

    VW High manganese cathode material

    Source: Volkswagen Power Day 2021

    The Power Day presentation goes on to describe how Volkswagen intends to cut battery costs by half - which is strikingly similar to Tesla's plans... According to Volkswagen, material related costs are the largest driver in their battery cost reduction plan.

    VW battery cost reduction drivers

    Source: Volkswagen Power Day 2021

    Since Volkswagen plans to introduce batteries built to their Power Day roadmap by 2023, but not have solid state versions in the marketplace until 2025. Nano One could well end up playing an earlier, and perhaps more significant, role in Volkswagens battery plans than Volkswagen's solid state battery technology partner QuantumScape (QS).

    Conclusions for Investors

    Before describing potential investor opportunities here I need to offer the following:

    Disclaimer: Nano One is a small (roughly $430 million market cap) pre-revenue company. Investors should seek professional advice, perform thoughtful due diligence, and limit any investment in this company to funds they are prepared to put fully at risk. I am long NNOMF. That alone does not mean you should be too.

    Over the three and a half years since September 2017 I have written several articles that have chronicled Nano One's steady advancement of the cathode materials manufacturing art. Nano One is the only company I know of that is at once a pure technology play in the lithium battery supply chain, publicly traded and not a one-trick pony.

    QuantumScape, Volkswagen's solid state battery partner that has nearly fifty times Nano One's market cap (14 March 2021) is a one-trick pony. Solid state batteries are not the only path to high performance metal anode cells. General Motors (GM) is pursuing a metal anode Ultium battery that uses liquid electrolyte. If Nano One enjoyed the same market cap as QuantumScape, Nano One shares would be at $235, not $4.74. Investors might want to think about that.

    Nano One, in contrast to QuantumScape, has technology that every lithium battery needs - a better way to make cathode material. Not just one special kind of cathode material but most any cathode material you might need. Nano One has multiple industry partners - carmakers, battery companies and cathode material manufacturers. And, Volkswagen's Power Day presentation suggests Nano One has taken another big step.


    There are several carmakers including GM, Tesla and Volkswagen that are racing to conquer or at least be major players in the emerging electric vehicle market. These companies all have plans to make better, cheaper batteries and at least some of these companies are working with Nano One. In coming weeks and months investors should expect to hear more news concerning Nano One and their cathode materials manufacturing technology being on roadmaps to better, cheaper, more plentiful, and more sustainable electric vehicle batteries.
  6. forum rang 7 4finance 21 maart 2021 12:09
    quote:

    DeZwarteRidder schreef op 20 maart 2021 14:13:

    [...]

    VW wedt niet op een paard en is zeer waarschijnlijk bezig met een hele hoop uitvinders, die allemaal beweren dat ze de beste en goedkoopste batterijen kunnen maken.
    Jouw constante geklaag en negatieve posts bij NEL vanaf NOK 4,15 hebben jou helemaal niets gebracht en daar heb je zwaar de boot gemist. Ik heb je daar vaak op gewezen. Klaarblijkelijk ben je niet met beleggen bezig maar met commentaar waar niemand op staat te wachten.

    Ook nu, bij NANO ga je weer de boot missen. Dat ga ik je nu al voorspellen.
    Meer commentaar ga ik niet meer op jouw posts geven.

  7. forum rang 7 4finance 27 maart 2021 23:33
    quote:

    Eric61 schreef op 27 maart 2021 01:40:

    Ik moet volgens jouw niet reageren op onze afgekeurde minimoppertrommel zonder paard maar zelf doe je het wel en gelijk heb je.

    P.S. Ik blijf ook dik geloven in Lightwave maar blijft ook een gok.
    Wel, dat reageren was wel de laatste keer ;-)
  8. forum rang 9 nine_inch_nerd 8 april 2021 16:46
    Burnaby companies to innovate, advance clean tech sector

    Burnaby
    Wednesday, April 7, 2021 8:00 AM
    Media Contacts

    Ministry of Energy, Mines and Low Carbon Innovation
    Media Relations
    250 952-0628
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    Two Burnaby-based companies, Advanced Intelligent Systems and Nano One, are developing projects to advance B.C.’s clean technology sector while supporting a low-carbon future with support from the Innovative Clean Energy (ICE) Fund.

    “Through CleanBC, we are supporting made-in-B.C. innovations that will help grow our world-leading clean tech sector and create good jobs,” said Bruce Ralston, Minister of Energy, Mines and Low Carbon Innovation. “These Burnaby projects showcase the value of new and innovative clean energy products. They demonstrate we are well on our way in meeting our climate pollution reduction goals.”

    Advanced Intelligent Systems is receiving $950,000 to develop a driverless battery-driven cart-pulling system for outdoor on-site transportation of carts and wagons in a plant nursery. This technology will reduce worker injuries by automating repetitive and labour-intensive tasks in the horticulture industry while contributing to B.C.’s emission reduction goals.

    Nano One is receiving $3,033,000 to develop an industrial process for producing low-cost, high-performance batteries in electric vehicles (EVs) and a wide range of other advanced nanotechnologies for EVs. This project supports B.C.’s growing EV sector and the transition to a low-carbon economy.

    “Investing in clean technology helps create good jobs for people in an innovative and growing sector,” said Katrina Chen, MLA for Burnaby-Lougheed. “Our CleanBC plan ensures we are taking action on climate change by supporting clean energy projects like these two in Burnaby, while building an economy that works for people.”

    CleanBC is a pathway to a more prosperous, balanced and sustainable future. It supports government’s commitment to climate action to meet B.C.’s emission targets and build a cleaner, stronger economy for everyone.

    Quick Facts:

    Since 2008, the ICE Fund has committed about $104 million to support pre-commercial clean energy technology projects, clean energy vehicles, research and development and energy efficiency programs.
    ICE funding is derived from a levy on the final sale of specified energy products – currently natural gas, fuel oil and propane distribution systems.
    ICE Fund partnerships have included First Nations, universities, municipalities and many emerging clean tech companies throughout British Columbia.
    Technology demonstrations have included bioenergy, solar, ocean tidal, geo-exchange, desalination, energy management, smart grid and waste-to-energy.
    Both projects have received additional funding from partners including Sustainable Development Technology Canada (SDTC).
    Projects funded by SDTC are a part of B.C. and Canada's $40-million Joint Call Partnership launched in March 2017 to support the development of pre-commercial clean energy projects and technologies.
    Learn More:

    To learn more about Advanced Intelligent Systems, visit: www.ai-systems.ca/

    To learn more about Nano One, visit: nanoone.ca/

    To learn more about the ICE Fund, visit: www.gov.bc.ca/innovativecleanenergyfund

    To learn more about the CleanBC plan, visit: cleanbc.gov.bc.ca/
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