Canadese aandelen Terug naar discussie overzicht

NANO ONE 2023

1. nine_inch_nerd 6 maart 2023 15:19

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   quote:

   4finance schreef op 6 maart 2023 15:12:

   13 maart schijnt er tussen diverse partijen een belangrijke bijeenkomst te zijn. Ondermeer met de Canadese overheid.
   Mocht er daadwerkelijk dan iets in het vooruitzicht worden gesteld dan zullen we beslist een koers reactie gaan zien.
   

   Zeer mooi, maar ook (belangrijk) wat het nieuws zal zijn dan...
   Bedankt voor delen.
2. nine_inch_nerd 6 maart 2023 22:08

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   PDAC 2023: Rio Tinto exec says decarbonization initiatives must start now to reach 2050 goal
   Nano One Materials Corp - trade show, PDAC, mining
   www.proactiveinvestors.ca/companies/n...
   The Prospectors & Developers Association of Canada (PDAC) convention 2023 is in full swing in Toronto, with the challenges and opportunities around the decarbonization of mining a key theme at the event.
   
   During her keynote address on Monday morning, Rio Tinto chief executive, minerals Sinead Kaufman spoke about the mining giant’s commitment to decarbonizing its operations.
   
   Rio Tinto aims to decrease its emissions by 50% by 2030 at an approximate cost of $7.5 billion and achieve net zero emissions by 2050.
   
   “There’s not a clear pathway to get the whole way there but if we don’t start now, we are never going to reach those targets,” Kaufman said.
   
   Kaufman noted that, as part of its efforts, Rio Tinto has doubled its research and development (R&D) to $400 million a year to develop the technologies required to decarbonize its business.
   
   “Some of the technology to get to 2050 net zero doesn’t exist today,” she said.
   
   The company is also investing in and partnering with startups such as Nano One Materials Corp (TSX:NANO, OTC:NNOMF), a technology company that produces low-cost, high-performance cathode powders used in lithium-ion batteries.
   
   Innovation is key, Kaufman pointed out, citing the company’s recent move to produce scandium oxide from waste liquor produced at Rio Tinto’s Sorel-Tracy facility.
   
   She said while Rio Tinto has set decarbonization targets, “that doesn’t mean that growth has to be decarbonized as well.”
   
   “Our purpose is to find better ways to produce materials, and we see decarbonization as a critical part of that,” Kaufman concluded.
3. tilleman 7 maart 2023 15:45

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   Ongelooflijk dat er mensen zijn die aandelen verkopen met deze prijs, terwijl ze in augustus misschien $ 30,-- waard zijn.
4. nine_inch_nerd 7 maart 2023 17:14

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   quote:

   tilleman schreef op 7 maart 2023 15:45:

   Ongelooflijk dat er mensen zijn die aandelen verkopen met deze prijs, terwijl ze in augustus misschien $ 30,-- waard zijn.
   

   Heeft Alibaba "glazen bollen" in de uitverkoop? Is nl een van de enige groenen nu op de beurs.... :)
5. tilleman 7 maart 2023 17:44

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   nee, ben paranormaal geboren ( hahahaha )
6. 4finance 8 maart 2023 19:01

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   quote:

   tilleman schreef op 7 maart 2023 15:45:

   Ongelooflijk dat er mensen zijn die aandelen verkopen met deze prijs, terwijl ze in augustus misschien $ 30,-- waard zijn.
   

   Veel beleggers in de USA kopen op margin. Dat zijn niet de echte "long" beleggers.
   Ik heb er zelf flink wat bijgekocht rond de $2,00. Uiteindelijk zie ik de $30,00 ook als mogelijkheid.
   Als NANO vele commerciële deals gaat krijgen, dan kunnen er gekke koersuitslagen komen.
   Kortom; de fantasie is ook in mijn beleving groot ;-)
7. tilleman 8 maart 2023 23:38

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   Volgens Nu.nl valt VW voor de Amerikaanse subsidies en gaat een batterij fabriek bouwen, hopelijk bij de Canadese grens.
8. nine_inch_nerd 9 maart 2023 01:39

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   quote:

   tilleman schreef op 8 maart 2023 23:38:

   Volgens Nu.nl valt VW voor de Amerikaanse subsidies en gaat een batterij fabriek bouwen, hopelijk bij de Canadese grens.
   

   Je bedoelt dit. Zag het op twitter langskomen. Flitste ook even door mijn hoofd. Kan, maar het blijft "koffiedik kijken".
   
   VW puts European battery plant on hold as it seeks €10bn from US
   Europe’s largest carmaker is ‘waiting’ for an EU response to Biden administration’s subsidies
   www.ft.com/content/6ac390f5-df35-4e39...
   
   4 hours ago
   
   VW said no decisions had been made on the locations of its plants in North America or Europe and it was committed to its plan to build more cell factories in Europe © Jens Schlueter/AFP/Getty Images
   Volkswagen is putting on hold a planned battery plant in eastern Europe and prioritising a similar facility in North America after estimating it could receive €10bn in US incentives.
   
   The decision is the latest fallout from Joe Biden’s $369bn package of subsidies and tax incentives for green technology that is luring European companies to the US.
   
   Europe’s largest carmaker told EU officials last week that it expected to reap €9bn-€10bn in subsidies and loans from the US president’s Inflation Reduction Act and other US schemes over the lifetime of the factory, according to people at the meeting.
   
   VW was “waiting” to see how the EU would respond to Washington’s incentives before pressing ahead with a plan to build a plant in eastern Europe, said one person with direct knowledge of the decision making at VW.
   
   “Plans in North America have moved forward faster than expected and overtaken decision making in Europe,” the person said.
   
   The IRA has sparked panic among European policymakers as high-tech industries such as batteries, which they have spent years nurturing, look across the Atlantic as competition from China intensifies.
   
   The European Commission, which will next week publish a Net Zero Industry Act as part of its response to the US green scheme, is looking to loosen rules on state aid and is reassessing whether to deploy EU-level subsidies. But an early draft outlined last week has fallen short, according to industry executives.
   
   A senior executive at another European battery maker present at last week’s meeting, which took place in Brussels and that competition commissioner Margrethe Vestager attended, said: “It looks pretty bad. There was an absence of concrete measures.”
   
   Another executive said: “We’ve been contacted by many US states and they all highlight the IRA. When we put the figures together, the conditions they offer are much more interesting than the conditions they offer in Europe.”
   
   The European Commission said on Wednesday that it did not comment on individual decisions taken by companies.
   
   VW said no decisions had been made on the locations of its plants in North America or Europe and it was committed to its plan to build more cell factories in Europe. “But for this we need the right framework conditions. That is why we wait and see what the so-called EU Green Deal will bring,” the company said.
   
   Battery maker Northvolt, which also attended the meeting, suggested it could choose the US over Germany when deciding the location of its next gigafactory unless Brussels gave more concrete support, according to people with knowledge of the discussions. Northvolt estimated it would be able to receive more than €8bn in US subsidies for one factory, they said.
   
   Ik hou me even voorlopig vast aan wat gezegd is door Nano One en verwacht binnenkort een bekendmaking:
   "a benchmark agreement with an American based multinational auto manufacturer"
9. 4finance 9 maart 2023 02:11

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   quote:

   tilleman schreef op 8 maart 2023 23:38:

   Volgens Nu.nl valt VW voor de Amerikaanse subsidies en gaat een batterij fabriek bouwen, hopelijk bij de Canadese grens.
   

   Geduld, geduld hier. Er komen beslist de nodige positieve ontwikkelingen.
   Mededelingen die er toe gaan doen komen wel op de NANO site te staan. De rest zijn (meestal) allemaal geruchten.
   
   Overigens houdt de koers zich prima in de huidige (rente en inflatie) markt.
10. Monty68 9 maart 2023 08:07

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    "De Duitse zakenkrant Handelsblatt meldde woensdag dat VW met de fabriek naar Canada wil. Omdat Canada en de VS verbonden zijn door een vrijhandelsovereenkomst, kunnen investeringen in het land ook worden gesubsidieerd via het programma van de VS."
12. nine_inch_nerd 9 maart 2023 10:52

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    .........
    
    Ik hou me even voorlopig vast aan wat gezegd is door Nano One en verwacht binnenkort een bekendmaking:
    "a benchmark agreement with an American based multinational auto manufacturer"
    [/quote]
    
    Ahum
    
    Elon Musk's dream of producing 20 million Teslas per year hangs on whether or not it can pull off a major shift in battery tech
    A Tesla Model 3 charges at a Supercharger.
    www.businessinsider.com/elon-musk-tes...
    
    If Tesla wants to build a cheaper, more affordable EV, it's going to need to invest in better battery technology.
    
    Tesla wants to make lower cost electric vehicles, as a key part of its plan to fend off challenger.
    But it needs to invest in low-cost, cutting-edge battery tech to see that vision through.
    A mineral research firm says Tesla is not doing enough to control the costs of its batteries.
    Sign up for our newsletter for the latest tech news and scoops — delivered daily to your inbox.
    
    Elon Musk's ambition to sell 20 million Tesla vehicles per year by the end of the decade is no joke. So it was strange that its long-awaited plans for a low-cost electric vehicle was a complete no-show during the launch of Tesla's latest master plan in Texas last week.
    
    A cheaper Tesla would be a surefire way of enticing a new crop of would-be customers. Instead, Tesla's CFO said at the event that it would focus on Silicon Valley's very much en vogue trend of "efficiency" to come up with the $175 billion that it needs to make the necessary investments to hit its 20-million-cars-per-year target.
    
    Musk himself teased at a Morgan Stanley conference this week that there's a "clear path" to "a smaller vehicle that is half the production cost of the Model 3," Tesla's cheapest vehicle with a starting price at around $43,000.
    
    Still, given Tesla's delivery of roughly 1.3 million vehicles last year, it clearly has a long way to go to hit Musk's goal. Where exactly should it start if it wants to get more efficient? Perhaps with the most expensive EV component of all: batteries.
    
    "To truly build a sustainable low-cost EV, a number of cost controls need to be implemented across the supply chain," said Benchmark Mineral Intelligence CEO Simon Moores. "None more so than batteries and this wasn't showcased enough by Tesla at Investor Day."
    
    Batteries, the rechargeable workhorses of EVs that quite literally power the whole thing, depend on a critical mix of metals, with perhaps none more critical than lithium. The trouble is, record high lithium prices and a sprawling supply chain that stretches back to China has made battery cost controls a headache for Tesla.
    
    If Musk is serious about delivering EVs that everyone can afford, he'll need to get serious on bringing the costs of batteries down. Failure to do so risks ceding the market to hungry competitors. But if it can pull it off, Tesla has a clear path to expansion.
    
    A big problem for Tesla is the high cost of Lithium
    
    Though Tesla used last week's event to introduce new measures to support its bid to produce low-cost EVs last week – such as a new $5 billion Tesla gigafactory in Mexico – it didn't meaningfully discuss plans to reduce the high costs of its raw materials for batteries, namely lithium.
    
    Moores told Insider that Tesla's next gen EV will need to make use of a particular type of lithium known as lithium iron phosphate (LFP) – a form of the metal that can be used to produce lower-cost, safer batteries.
    
    Tesla has committed to LFP technology, confirming that almost half of its vehicles produced in the first three months of 2022 were LFP-based. There are, however, a few problems with this approach. Musk himself said at the Investor Day event that though "there's enough lithium in the United States to electrify all of Earth," the limiting factor is transforming the metal into battery-grade materials.
    
    The US is one of five countries alongside China housing the largest reserves of lithium, but its production output is ranked extremely low. China, on the other hand, owns 99% of the LFP market, said Paul Guedes, director of capital markets at Nano One Materials, a lithium-ion battery manufacturer in Quebec.
    
    The growing portion of Tesla's LFP vehicles have, in part, been the result of a deal it struck with Chinese battery supplier CATL in 2020. This may be part of the reason Musk spent a portion of earnings calls last year and Investor Day encouraging listeners to get into the lithium-refining business.
    
    Its competitors are also in the same boat. General Motors is investing $650 million into lithium mining company Lithium Americas to build a factory in Nevada. Ford announced earlier this year that it's building the first LFP battery plant in Michigan for $3.5 billion.
    
    In Canada, Nano One Materials, which works with Volkswagen and recently secured a contract with an undisclosed American car manufacturer with global distribution, bought one of the biggest LFP plants outside of China that is based in Montreal to commercialize its technology.
    
    This is all particularly interesting given that lithium prices have been at all time highs: data from Benchmark shows an exponential increase in lithium carbonate prices, rising from $7,508 per ton in January 2020 to an all time high of $70,957 per ton in January. Musk tweeted that it is at "insane levels."
    
    Tesla and the rush for lithium
    
    A lack of supply chain controls hinders efforts to produce low-cost EVs. Locking in "long-term raw material prices" is something Moores sees as key if Tesla is serious about controlling the cost of the battery.
    
    The company started to take steps towards taking control of lithium supply into its own hands. In 2020, Tesla made a multi-year deal with Australian miner Piedmont Lithium, which has a site in North Carolina.
    
    The EV maker is also counted as a customer of Albemarle, a lithium miner and processor based in Nevada, and Kansas-based Compass Minerals. During its investor day, Tesla announced that it plans to start outputting lithium from a refinery at its Texas gigafactory later this year.
    
    However, Moores said that lithium carbonate "won't be sourced" from the Texas facility given its focus on producing lithium hydroxide, a higher-performance form of the metal that is irrelevant to its ambitions to produce low-cost EVs.
    
    Guedes told Insider there's a security element to all of this, too. He said Tesla is trying hard to secure resources and its supply chain partners so that it has a steady stream of lithium for its batteries to produce the number of cars its promised investors.
    
    Oliver Chapman, CEO of supply-chain specialist OCI said it could take five to ten years to develop lithium mines to meet the needs of the EV industry.
    
    "Planned demand for lithium will increase faster than supply for a few years before supply catches up," he told Insider.
13. nine_inch_nerd 9 maart 2023 10:54

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    • nine_inch_nerd

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    quote:

    nine_inch_nerd schreef op 9 maart 2023 01:39:

    .......
    Ik hou me even voorlopig vast aan wat gezegd is door Nano One en verwacht binnenkort een bekendmaking:
    "a benchmark agreement with an American based multinational auto manufacturer"
    

    Ahum
    
    Elon Musk's dream of producing 20 million Teslas per year hangs on whether or not it can pull off a major shift in battery tech
    A Tesla Model 3 charges at a Supercharger.
    www.businessinsider.com/elon-musk-tes...
    
    If Tesla wants to build a cheaper, more affordable EV, it's going to need to invest in better battery technology.
    
    Tesla wants to make lower cost electric vehicles, as a key part of its plan to fend off challenger.
    But it needs to invest in low-cost, cutting-edge battery tech to see that vision through.
    A mineral research firm says Tesla is not doing enough to control the costs of its batteries.
    Sign up for our newsletter for the latest tech news and scoops — delivered daily to your inbox.
    
    Elon Musk's ambition to sell 20 million Tesla vehicles per year by the end of the decade is no joke. So it was strange that its long-awaited plans for a low-cost electric vehicle was a complete no-show during the launch of Tesla's latest master plan in Texas last week.
    
    A cheaper Tesla would be a surefire way of enticing a new crop of would-be customers. Instead, Tesla's CFO said at the event that it would focus on Silicon Valley's very much en vogue trend of "efficiency" to come up with the $175 billion that it needs to make the necessary investments to hit its 20-million-cars-per-year target.
    
    Musk himself teased at a Morgan Stanley conference this week that there's a "clear path" to "a smaller vehicle that is half the production cost of the Model 3," Tesla's cheapest vehicle with a starting price at around $43,000.
    
    Still, given Tesla's delivery of roughly 1.3 million vehicles last year, it clearly has a long way to go to hit Musk's goal. Where exactly should it start if it wants to get more efficient? Perhaps with the most expensive EV component of all: batteries.
    
    "To truly build a sustainable low-cost EV, a number of cost controls need to be implemented across the supply chain," said Benchmark Mineral Intelligence CEO Simon Moores. "None more so than batteries and this wasn't showcased enough by Tesla at Investor Day."
    
    Batteries, the rechargeable workhorses of EVs that quite literally power the whole thing, depend on a critical mix of metals, with perhaps none more critical than lithium. The trouble is, record high lithium prices and a sprawling supply chain that stretches back to China has made battery cost controls a headache for Tesla.
    
    If Musk is serious about delivering EVs that everyone can afford, he'll need to get serious on bringing the costs of batteries down. Failure to do so risks ceding the market to hungry competitors. But if it can pull it off, Tesla has a clear path to expansion.
    
    A big problem for Tesla is the high cost of Lithium
    
    Though Tesla used last week's event to introduce new measures to support its bid to produce low-cost EVs last week – such as a new $5 billion Tesla gigafactory in Mexico – it didn't meaningfully discuss plans to reduce the high costs of its raw materials for batteries, namely lithium.
    
    Moores told Insider that Tesla's next gen EV will need to make use of a particular type of lithium known as lithium iron phosphate (LFP) – a form of the metal that can be used to produce lower-cost, safer batteries.
    
    Tesla has committed to LFP technology, confirming that almost half of its vehicles produced in the first three months of 2022 were LFP-based. There are, however, a few problems with this approach. Musk himself said at the Investor Day event that though "there's enough lithium in the United States to electrify all of Earth," the limiting factor is transforming the metal into battery-grade materials.
    
    The US is one of five countries alongside China housing the largest reserves of lithium, but its production output is ranked extremely low. China, on the other hand, owns 99% of the LFP market, said Paul Guedes, director of capital markets at Nano One Materials, a lithium-ion battery manufacturer in Quebec.
    
    The growing portion of Tesla's LFP vehicles have, in part, been the result of a deal it struck with Chinese battery supplier CATL in 2020. This may be part of the reason Musk spent a portion of earnings calls last year and Investor Day encouraging listeners to get into the lithium-refining business.
    
    Its competitors are also in the same boat. General Motors is investing $650 million into lithium mining company Lithium Americas to build a factory in Nevada. Ford announced earlier this year that it's building the first LFP battery plant in Michigan for $3.5 billion.
    
    In Canada, Nano One Materials, which works with Volkswagen and recently secured a contract with an undisclosed American car manufacturer with global distribution, bought one of the biggest LFP plants outside of China that is based in Montreal to commercialize its technology.
    
    This is all particularly interesting given that lithium prices have been at all time highs: data from Benchmark shows an exponential increase in lithium carbonate prices, rising from $7,508 per ton in January 2020 to an all time high of $70,957 per ton in January. Musk tweeted that it is at "insane levels."
    
    Tesla and the rush for lithium
    
    A lack of supply chain controls hinders efforts to produce low-cost EVs. Locking in "long-term raw material prices" is something Moores sees as key if Tesla is serious about controlling the cost of the battery.
    
    The company started to take steps towards taking control of lithium supply into its own hands. In 2020, Tesla made a multi-year deal with Australian miner Piedmont Lithium, which has a site in North Carolina.
    
    The EV maker is also counted as a customer of Albemarle, a lithium miner and processor based in Nevada, and Kansas-based Compass Minerals. During its investor day, Tesla announced that it plans to start outputting lithium from a refinery at its Texas gigafactory later this year.
    
    However, Moores said that lithium carbonate "won't be sourced" from the Texas facility given its focus on producing lithium hydroxide, a higher-performance form of the metal that is irrelevant to its ambitions to produce low-cost EVs.
    
    Guedes told Insider there's a security element to all of this, too. He said Tesla is trying hard to secure resources and its supply chain partners so that it has a steady stream of lithium for its batteries to produce the number of cars its promised investors.
    
    Oliver Chapman, CEO of supply-chain specialist OCI said it could take five to ten years to develop lithium mines to meet the needs of the EV industry.
    
    "Planned demand for lithium will increase faster than supply for a few years before supply catches up," he told Insider.
14. nine_inch_nerd 9 maart 2023 10:55

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    • nine_inch_nerd

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    quote:

    nine_inch_nerd schreef op 9 maart 2023 01:39:

    .......
    Ik hou me even voorlopig vast aan wat gezegd is door Nano One en verwacht binnenkort een bekendmaking:
    "a benchmark agreement with an American based multinational auto manufacturer"
    

    Ahum... ;)
    
    Elon Musk's dream of producing 20 million Teslas per year hangs on whether or not it can pull off a major shift in battery tech
    A Tesla Model 3 charges at a Supercharger.
    www.businessinsider.com/elon-musk-tes...
    
    If Tesla wants to build a cheaper, more affordable EV, it's going to need to invest in better battery technology.
    
    Tesla wants to make lower cost electric vehicles, as a key part of its plan to fend off challenger.
    But it needs to invest in low-cost, cutting-edge battery tech to see that vision through.
    A mineral research firm says Tesla is not doing enough to control the costs of its batteries.
    Sign up for our newsletter for the latest tech news and scoops — delivered daily to your inbox.
    
    Elon Musk's ambition to sell 20 million Tesla vehicles per year by the end of the decade is no joke. So it was strange that its long-awaited plans for a low-cost electric vehicle was a complete no-show during the launch of Tesla's latest master plan in Texas last week.
    
    A cheaper Tesla would be a surefire way of enticing a new crop of would-be customers. Instead, Tesla's CFO said at the event that it would focus on Silicon Valley's very much en vogue trend of "efficiency" to come up with the $175 billion that it needs to make the necessary investments to hit its 20-million-cars-per-year target.
    
    Musk himself teased at a Morgan Stanley conference this week that there's a "clear path" to "a smaller vehicle that is half the production cost of the Model 3," Tesla's cheapest vehicle with a starting price at around $43,000.
    
    Still, given Tesla's delivery of roughly 1.3 million vehicles last year, it clearly has a long way to go to hit Musk's goal. Where exactly should it start if it wants to get more efficient? Perhaps with the most expensive EV component of all: batteries.
    
    "To truly build a sustainable low-cost EV, a number of cost controls need to be implemented across the supply chain," said Benchmark Mineral Intelligence CEO Simon Moores. "None more so than batteries and this wasn't showcased enough by Tesla at Investor Day."
    
    Batteries, the rechargeable workhorses of EVs that quite literally power the whole thing, depend on a critical mix of metals, with perhaps none more critical than lithium. The trouble is, record high lithium prices and a sprawling supply chain that stretches back to China has made battery cost controls a headache for Tesla.
    
    If Musk is serious about delivering EVs that everyone can afford, he'll need to get serious on bringing the costs of batteries down. Failure to do so risks ceding the market to hungry competitors. But if it can pull it off, Tesla has a clear path to expansion.
    
    A big problem for Tesla is the high cost of Lithium
    
    Though Tesla used last week's event to introduce new measures to support its bid to produce low-cost EVs last week – such as a new $5 billion Tesla gigafactory in Mexico – it didn't meaningfully discuss plans to reduce the high costs of its raw materials for batteries, namely lithium.
    
    Moores told Insider that Tesla's next gen EV will need to make use of a particular type of lithium known as lithium iron phosphate (LFP) – a form of the metal that can be used to produce lower-cost, safer batteries.
    
    Tesla has committed to LFP technology, confirming that almost half of its vehicles produced in the first three months of 2022 were LFP-based. There are, however, a few problems with this approach. Musk himself said at the Investor Day event that though "there's enough lithium in the United States to electrify all of Earth," the limiting factor is transforming the metal into battery-grade materials.
    
    The US is one of five countries alongside China housing the largest reserves of lithium, but its production output is ranked extremely low. China, on the other hand, owns 99% of the LFP market, said Paul Guedes, director of capital markets at Nano One Materials, a lithium-ion battery manufacturer in Quebec.
    
    The growing portion of Tesla's LFP vehicles have, in part, been the result of a deal it struck with Chinese battery supplier CATL in 2020. This may be part of the reason Musk spent a portion of earnings calls last year and Investor Day encouraging listeners to get into the lithium-refining business.
    
    Its competitors are also in the same boat. General Motors is investing $650 million into lithium mining company Lithium Americas to build a factory in Nevada. Ford announced earlier this year that it's building the first LFP battery plant in Michigan for $3.5 billion.
    
    In Canada, Nano One Materials, which works with Volkswagen and recently secured a contract with an undisclosed American car manufacturer with global distribution, bought one of the biggest LFP plants outside of China that is based in Montreal to commercialize its technology.
    
    This is all particularly interesting given that lithium prices have been at all time highs: data from Benchmark shows an exponential increase in lithium carbonate prices, rising from $7,508 per ton in January 2020 to an all time high of $70,957 per ton in January. Musk tweeted that it is at "insane levels."
    
    Tesla and the rush for lithium
    
    A lack of supply chain controls hinders efforts to produce low-cost EVs. Locking in "long-term raw material prices" is something Moores sees as key if Tesla is serious about controlling the cost of the battery.
    
    The company started to take steps towards taking control of lithium supply into its own hands. In 2020, Tesla made a multi-year deal with Australian miner Piedmont Lithium, which has a site in North Carolina.
    
    The EV maker is also counted as a customer of Albemarle, a lithium miner and processor based in Nevada, and Kansas-based Compass Minerals. During its investor day, Tesla announced that it plans to start outputting lithium from a refinery at its Texas gigafactory later this year.
    
    However, Moores said that lithium carbonate "won't be sourced" from the Texas facility given its focus on producing lithium hydroxide, a higher-performance form of the metal that is irrelevant to its ambitions to produce low-cost EVs.
    
    Guedes told Insider there's a security element to all of this, too. He said Tesla is trying hard to secure resources and its supply chain partners so that it has a steady stream of lithium for its batteries to produce the number of cars its promised investors.
    
    Oliver Chapman, CEO of supply-chain specialist OCI said it could take five to ten years to develop lithium mines to meet the needs of the EV industry.
    
    "Planned demand for lithium will increase faster than supply for a few years before supply catches up," he told Insider.
15. nine_inch_nerd 9 maart 2023 10:57

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    Nog steeds wazig, maar waar 'rook is, is....' en 'alle puzzelstukjes passen dadelijk' .
    
    Kernpunten:
    - A big problem for Tesla is the high cost of Lithium.
    - Tesla has committed to LFP technology.
    - Nano One Materials bought one of the biggest LFP plants outside of China.
    
    Toeval of geen toeval dat beide partijen in een artikel worden genoemd? Vwb "LFP' een duidelijke match en een 'win-win positie'. We'll see, afwachten!
16. nine_inch_nerd 9 maart 2023 11:20

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    Sorry, artikel 3x geplaatst. Iets misgegaan met edit-en...
17. 4finance 9 maart 2023 18:58

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    From Stockhouse.
    
    Post by Starsearcher80on Mar 09, 2023 9:52am
    186 Views Post# 35327889
    POWERFUL START AND SET TO RUN
    It's still very early in the day but there are already some very positive signs in the trading.
    
    1) House 80, which was a pain yesterday at $3.75 looks to now be done their selling. They had a few more shares out at the open, but now look to be done/gone. This is great to see.
    
    2). With House 80 out of the way, the stock is already advancing nicely, now already pushing in the $3.88 level. Two things of note here:
    
    a). The volume needed to push to this level is quite light, showing how dry the stock is at current levels.
    
    b). We're now pushing towards a technical breakout of the stock, with the $3.90ish area being the point of break and run.
    
    Will the stock achieve this break and run? Personally, I have little to no doubt that it will. The "change in personaility" of how the stock trades, noted yesterday, is continuing today. The chart setup is gorgeous. And there are events/meetings on the near term horizon to provide all the anticipatory motivation needed. And then of course, it's a damn fine stock overall that could see massive gains in the near future.
    
    All good by me. Enjoy the multiple moves up.
18. nine_inch_nerd 13 maart 2023 11:03

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    Ter info en activiteiten die iets kunnen betekenen voor Nano 1: bezoek uit Japan geweest Quebec Canada.
    
    Full circle! Following our investment mission in Japan last fall, François-Philippe Champagne welcomed 50 Japanese battery supply chain executives in Montréal - here to deepen their partnerships with Quebec’s battery ecosystem.
    What a great opportunity to showcase to our Japanese partners the unique advantages Canada and Québec as a destination of choice in the net zero economy!
    Thank you, Nano One Materials Corp. TSX: NANO , Nova Bus and Lithion Recycling Inc. for hosting the Japanese delegation at your sites!
    
    www.linkedin.com/posts/boyangerasimov...
    canada.autonews.com/electric-vehicles...
    
    "Following our investment mission in Japan last fall"
    Reminder: in November is er ook al een bezoek geweest in Korea en Japan: Minister Champagne concludes visits to Japan and South Korea
    www.newswire.ca/news-releases/ministe...
19. 4finance 13 maart 2023 12:52

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    NANO, op dit soort zwakke koersdagen nog wat bijgekocht. Met de huidige financiële onrust vliegt ook de koers van NANO op en neer.
    Ik zit er al enkele jaren in. 2023 zie ik als een opstap naar een mooie toekomst voor dit bedrijf. Dat gaat met pieken en dalen in de koers zolang er commercieel nog niets zichtbaar is.
20. nine_inch_nerd 13 maart 2023 18:04

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    Soon... :)
    
    Last week, we hosted Japan's Battery Association for Supply Chain (BASC) at our Candiac plant.
    The delegation includes leading companies from the Japanese battery and critical minerals industry.
    We look forward to continuing to build relationships with Japanese partners.
    twitter.com/NanoOne_NANO/status/16353...
    
    NB: aan de experts hier. Herkennen jullie enkele gezichten? Bij welke Japanse firma's ze horen.. Ik vertrouw op jullie. :|
21. nine_inch_nerd 13 maart 2023 19:31

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    VW in Canada. Behoorlijk ver van NANO 1. Maar het kan...
    
    Volkswagen Group steps up activities in North America – Canada chosen as location for first overseas gigafactory of its battery company PowerCo SE
    www.volkswagen-newsroom.com/en/press-...