Aug. 4 at 9:01 PM
$NNOMF • I know we don’t like Ai but
2025 – Scale pilot LFP production to 1,000+ TPA at Candiac plant
• Probability: ~85%
• Impact on ROI: Moderate — Proof of process at commercial pilot scale could attract licensing interest.
• Catalyst Type: Execution.
• 2026 – First commercial licensing deal signed with major OEM or CAM producer
• Probability: ~65%
• Impact on ROI: High — Could materially increase share price and validate Nano One’s business model.
• Catalyst Type: Partnership/Revenue.
• 2026 – Expansion announcement for large-scale LFP production facility (5,000–10,000+ TPA)
• Probability: ~60%
• Impact on ROI: High — Signals scaling confidence and market demand.
• Catalyst Type: Growth.
• 2027 – First sustained licensing revenue + commercial sales >
$50M/year
• Probability: ~55%
• Impact on ROI: Very High — Starts to support profitability and strong valuation.