Nano One Materials: Neue Verarbeitungstechnologie für Kathoden in Lithium-Ionen-Batterien

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Petersen on a novel processing technology for lithium-ion battery cathodes

Posted on June 2016 by John Petersen

Nano One Materials Corp. (TSXV: NNO) is developing a novel, scalable, low cost processing technology for the mixed metal oxide powders used in lithium-ion battery cathodes. Nano One’s processing technology has been successfully demonstrated in laboratory scale testing with batch sizes of several hundred grams. It is currently building a pilot-scale version (batch sizes of up to 10 kg) of a planned commercial-scale processing facility to prove its commercialization path. After spending a couple hours on the phone with Nano One’s officers last week, I think their patented cathode powder manufacturing process may be a game-changer that could become an industry standard because:

• It uses standard metallurgical and industrial equipment with no “black boxes;”
• It has the potential to reduce cathode cost per kWh by up to 50% using a simpler process that can accommodate lower purity feedstocks (99% vs 99.9% or 99.99%);
• The superior homogeneity and crystalline structure of the finished cathode powders significantly improves battery performance and cycle-life;
• It can be used for most common cathode chemistries and two proprietary chemistries;
• It provides direct access to crucial process technology for developers of lithium-ion battery gigafactories that need to vertically integrate their supply chains; and
• It has significant potential in other important industries.

Nano One is pursuing a “platform technology” business model where it will develop its process through the pilot phase and then negotiate licenses, joint ventures and other commercialization relationships. After giving effect to estimated Q2 losses of $650,000 (CDN) and recent warrant exercise and private financing transactions that went off at an average price of $0.30 (CDN), Nano One has 57.6 million shares outstanding, $4 million (CDN) in stockholders’ equity and a $4 million (CDN) war chest. Its financial resources should be sufficient to build the pilot plant and get a good start on the customer testing and validation process. Based on Nano One’s current stock price of $0.53 (CDN), a market cap of $30.6 million (CDN) does not strike me as unreasonable.

Link: http://investorintel.com/market-analysis-intel/nano-one-materials-fascinates/

Quelle: stockcharts.com