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Nano One Materials alphaDIRECT Overview Report


The alphaDIRECT Insight

The Opportunities

Nano One operates in the energy storage market, which is one of the fastest growing sectors in sustainable investing in our view. Nano has shown that its cathode technology can generate a direct ROI when used and that it has a first mover advantage in this type of processing technology. Additionally, the company believes that collaborations with key partners are major steps toward commercialization and management believes it well positioned to capitalize on these partners over the next couple years. Looking at the balance sheet, the company has significantly strengthened is capital structure providing a significant runway to further develop the JVs as well as invest and expand in new opportunities. Historically the company has burned minimal cash and is pursuing an asset light model including licensing, which should minimize significant capex needs.

The Obstacles

The company is currently pre revenue and the timeline to meaningful revenue generation is not clear. Much of the success will depend on the adoption cycles of their partners, which the company does not have direct control over. There is also a continuous pipeline of technology advancements in energy storage technology and the company will need to move quickly to position itself and entrench its technology. Furthermore, as a small company working with large partners, it will need to show continuity in operations and demonstrate that it can develop and maintain long-term relationships.


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