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Investor.Coffee (9.25.2023): As September concludes, markets worldwide display volatility, reflecting the complexities of geopolitics

Canada in Focus

Canadian markets are showing signs of weakness as metal prices take a dip. Alongside this, U.S. stock index futures are experiencing a slip, with the market anticipating key economic data and awaiting remarks from Federal Reserve policymakers throughout the week.

European shares too are not performing optimally, with the STOXX 600 index seeing a pullback due to China-exposed shares. In the East, Japan’s Nikkei has displayed resilience, rebounding robustly as investors see potential in previously beaten-down stocks after the index’s tumultuous week. The metals market sees gold prices trickling down, given the U.S. dollar’s surge, which is attributed to predictions of sustained higher interest rates. Meanwhile, oil prices are climbing, reflecting concerns about a tightening supply, especially after Moscow’s surprising temporary fuel export ban.

A notable partnership emerges between Japan’s Sumitomo Metal Mining Co., Ltd. and Canada’s Nano One Materials Corp. (TSX: NANO). The former is investing C$ 16.9 million in Nano One, a company specializing in sustainable battery material production. The strategic partnership aims at enhancing global battery supply chains and developing cost-effective, environmentally-friendly battery cathode materials for EVs.

U.S. Market Updates

The U.S. market trajectory is heading downward as September wraps up. The Dow Jones, the S&P 500, and the Nasdaq Composite are all showing negative trends.

Labor tensions are evident in the automotive sector, with Ford Motor Company (NYSE: F) citing “significant gaps” in their ongoing negotiations with the United Auto Workers (UAW) union. Meanwhile, the UAW intensifies strikes against General Motors Co. (NYSE: GM) and Stellantis.

Rupert Murdoch, the stalwart media tycoon, stepped down from Fox Corporation (NASDAQ: FOX), marking an end to his illustrious seven-decade career. The compensation details for both Rupert and his successor, Lachlan Murdoch, have been disclosed, showing a significant hike for the senior Murdoch.

Other notable U.S. business news includes The Goodyear Tire & Rubber Company’s (NASDAQ: GT) rationalization plans, a lawsuit against Meta Platforms, Inc. (NASDAQ: META) by Metabyte over trademark rights, and Oracle Corporation’s (NYSE: ORCL) substantial investment in Ampere Computing.

Global Glimpses – Europe, Asia, and India

The Chinese property giant, Evergrande, faces another setback as it discloses its inability to issue new debt, sending its shares tumbling.

While Hollywood’s writers union and major studios reach a tentative agreement, potentially ending industry strikes, Russian crude oil supplies surge despite G7 sanctions, and Germany stalls its building insulation standards, providing a breather to its building sector.

Sweden’s SBB offloads a chunk of its education subsidiary, TotalEnergies preps to discuss its Namibian oil prospects, and India exhibits a mixed bag of financial news. India’s foreign exchange reserves witness a dip, but optimism surrounds its bond yield following JPMorgan’s decision. The tech industry breathes a sigh of relief as India decides to defer import license requirements that could have impacted giants like Apple and Samsung.

In summary, as September concludes, markets worldwide display volatility, reflecting the complexities of geopolitics, evolving economic partnerships, and sector-specific dynamics. Investors and market enthusiasts are advised to keep an eagle eye on these developments to make informed decisions.




Dan Blondal of Nano One Materials on its patented lithium-ion battery cathode technology

In this InvestorIntel interview with host Byron W. King, Nano One Materials Corp.’s (TSX: NANO | OTC: NNOMF | FSE: LBMB) CEO, Director & Founder Dan Blondal provides an update on Nano One’s patented One-Pot process and metal-direct-to-cathode-active-material (M2CAM) technology for production of lithium-ion battery cathode materials.

In the interview, which can also be viewed in full on the InvestorIntel YouTube channel (click here), Dan Blondal talks about the versatility of Nano One’s One-Pot process which is suited for multiple battery chemistries like lithium iron phosphate (LFP), nickel-rich (NMC), and manganese-rich (LNMO) cathode materials. Dan explains how Nano One’s M2CAM technology eliminates 100% of the sulphate waste in traditional standard lithium-ion battery cathode manufacturing to reduce cost, complexity, and carbon footprint of the process.

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About Nano One Materials Corp.

Nano One Materials Corp. (Nano One) is a clean technology company with a patented, scalable and low carbon intensity industrial process for the low-cost production of high-performance lithium-ion battery cathode materials. The technology is applicable to electric vehicle, energy storage, consumer electronic and next generation batteries in the global push for a zero-emission future. Nano One’s One-Pot process, its coated nanocrystal materials and its Metal to Cathode Active Material (M2CAM) technologies address fundamental performance needs and supply chain constraints while reducing costs and carbon footprint. Nano One has received funding from various government programs and the current “Scaling of Advanced Battery Materials Project” is supported by Sustainable Development Technology Canada (SDTC) and the Innovative Clean Energy (ICE) Fund of the Province of British Columbia.

To learn more about Nano One Materials Corp., click here

Disclaimer: Nano One Materials Corp. is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp., (IIC), does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

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Stock price up 275% over the past year, Nano One progresses commercialization efforts with JV partners in the lithium ion battery industry

Battery cathode materials nanotech company, Nano One Materials Corp. (TSX: NANO) (“Nano One”) continues to make solid progress with regards to commercialization of their patented licenses via several joint development agreements. The Company has also recently been upgraded to the TSX exchange, trading under the new ticker “NANO”.

Nano One is working with some of the biggest names in the battery and EV industry

Source: Nano One investor presentation

Nano One’s recent development agreements update

Announced on April 20, 2021, Nano One reported that they had successfully advanced phases one and two of their joint development agreement (JDA) with their multi-billion-dollar Asian (outside China) cathode producer development partner. The announcement stated: “LNMO cathode materials have met performance metrics and initial economic targets. Next steps include scale up, detailed economic modeling, third-party evaluation and planning for commercialization……The JDA provides a framework to develop a business plan for the commercialization of cathode materials, through a joint venture, licensing of Nano One’s technology and or through further development work.”

The key takeaway here for investors is that Nano One has developed advance intellectual property that will help cathode makers make next-generation batteries, needed to support the next generation of electric vehicles that require lower cost, faster charging, and still with good energy density and power. Nano One’s high-performance lithium-nickel-manganese-oxide (LNMO) cathode materials (using Nano One’s patented one-pot process) is also known as high voltage spinel (HVS). It delivers energy and power on par with other high-performance cathodes and is more cost effective because it is cobalt free, low in nickel and does not require excess lithium. LNMO’s three-dimensional spinel structure enables lithium ions to flow more quickly than other types of cathode for fast charging and discharge and keeps it from expanding, contracting and straining the battery.

Announced on June 3, 2021, Nano One and Johnson Matthey entered into a joint development agreement for lithium-ion battery materials. The co-development agreement is for next generation products and processes for Johnson Matthey’s eLNO® family of nickel-rich advanced cathode materials using Nano One’s patented one-pot process. The agreement also includes a detailed commercialization study for pre-pilot, pilot and scaled up production.

Announced on May 6, 2021, Nano One and niobium producer CBMM entered into a co-development agreement. The project will build on CBMM’s niobium products and technologies, and on Nano One’s successful demonstration and patenting of niobium coated cathode materials. Niobium coatings protect the cathode which leads to long-term cycling stability and improved battery durability.

Nano One is targeting to make US$1B from the forecast US$23 billion cathode market by 2025

Source: Nano One investor presentation

Closing remarks

Car makers and customers are demanding electric cars at lower prices with longer lasting and better batteries. To achieve this car makers, cathode and anode manufacturers, are spending up big on R&D and innovation. For most companies, it is easier and faster to pay a royalty to benefit from this better technology than spend billions of dollars trying to develop it themselves. The battery cathode market alone is forecast to be worth an incredible US$23 billion by 2025, so there is plenty of incentive to have the best technology. Nano One’s goal is to target just US$1 billion of the sector.

Nano One has done the work and is now rapidly co-developing better cathode materials to support cathode and battery manufacturers, and ultimately the EV and energy storage industries. This should potentially lead to successful commercialization and the beginning of strong revenues for Nano One.

Nano One is recently cashed up after a successful equity capital raise of C$28.9 million and trades on a market cap of C$436 million after a nice 275% stock price rise over the past year. There should be good times ahead for Nano One.




Nano One’s Dan Blondal talks about their unique high-voltage cobalt-free battery and many partnerships

In a recent InvestorIntel interview, Peter Clausi talks to Dan Blondal, CEO, Director & Founder of Nano One Materials Corp. (TSXV: NNO) about their recent news about their unique high-voltage cobalt-free battery. Dan Blondal explains how their breakthrough LNM material, also known as high voltage spinel, is a cobalt-free, low-cost cathode material that provides improved efficiency, thermal management and power.

“Our process is to develop the processes for making these cathode materials,” Dan Blondal says in the interview, “the cathode materials themselves, batteries that use the cathode materials, and then license that technology, or joint venture with partners on manufacturing.” He went on to explain how Nano One’s LNM cathode is a leading candidate for next generation lithium-ion and solid-state batteries because its durability and dimensional stability enable a stable interface.

In this InvestorIntel interview, which may also be viewed on YouTube, Dan went on to say “Our DNA is in process innovation,” he continued, “and we look to partner with people who understand how to control supply chain” as well as “understand manufacturing and have the supply channels.”

Asked about partnerships, Dan said: “We have about 20 groups were are actively working with.” They include the Asian development partner announced this August. “Volkswagen is one of our announced partners, but we are also working with a bunch of their peers.” These partners and opportunities are “a big part of the story, and my job is to convert those into real and meaningful deals.”

To watch the full interview, click here.

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To learn more about Nano One Inc., click here

Disclaimer: Nano One Materials Corp. is an advertorial member of InvestorIntel Corp.




Nano One’s Dan Blondal on improving the performance, durability, and safety of lithium-ion batteries

“We use a process that is environmentally friendly, we have no waste stream, we combine all of the coating and crystallization and all of the preparation of nickel, manganese, and cobalt all into one step. So there are fewer steps, there’s less energy consumed, less waste, and results in a longer-lasting battery material that could lead to more durable battery.” States Dan Blondal, CEO, Director & Founder of Nano One Materials Corp. (TSXV: NNO), in an interview with InvestorIntel’s Ron Wortel at PDAC 2020.

Dan went on to say that Nano One has developed intellectual property and patents to make battery materials that can improve the performance, durability, and safety of batteries. Dan also spoke on Tesla’s million-mile battery. He said that Tesla has used cathode material supplied by a Chinese manufacturer in the battery. Dan continued, “Nano One has intellectual property and patents that have nanocrystalline coated material which is very much akin to what they were using except ours is commercially viable.” Dan also provided an update on Nano One’s other battery technologies. He said that the company is working on lithium iron phosphate batteries used in electric buses, grid storage, etc. Nano One is also working on cobalt-free battery material which is aimed at next-generation solid-state batteries.

To access the complete interview, click here

Disclaimer: Nano One Materials Corp. is an advertorial member of InvestorIntel Corp.




Dan Blondal on oversubscription and the increasing market support for Nano One’s lithium-ion battery technology initiatives

In an InvestorIntel interview during PDAC 2020, Tracy Weslosky secures an interview update with CEO, Director & Founder Dan Blondal on Nano One Materials Corp. (TSXV: NNO), a technology company with patented technology for the low-cost production of high-performance lithium-ion battery cathode materials used in electric vehicles, energy storage, and consumer electronics.

Dan spoke on Nano One’s patented technology which can improve the durability of battery cathode materials and could enable electric vehicle manufacturers to significantly increase the lifespan and driving range of their batteries. Market interest is coming back into the battery materials sector with the rise in electric vehicle demand. Dan continued, “We have done a fantastic job by bringing Volkswagen and government funding into the company, and other partners. All that happened last year when it was really hard to get…”

Dan also provided an update on Nano One’s recently closed private placement which was oversubscribed by 80%. In addition to the proceeds from the private placement, Nano One has also received $5 million in non-dilutive and non-repayable contributions from Sustainable Development Technology Canada.

To access the complete interview, click here

Disclaimer: Nano One Materials Corp. is an advertorial member of InvestorIntel Corp.