Nano One: After A 24% Drop Is It A Buy?

Austin Craig9.34K FollowersFollow5ShareSavePlay(12min)CommentsSummaryNano One advances two revenue streams: in-house LFP cathode production and licensing its patented 'One Pot' lithium processing technology.Plans to expand the Canadian cathode facility from 200 to 1,000+ tonnes could attract defense contracts and validate NNOMF's technology.Nano One recently received lithium samples from Standard Lithium, further advancing the potential Arkansas relationship.The stock recently plunged 24% in a knee-jerk reaction to a small overnight financing of just $6.51 million CDN. omersukrugoksu/iStock via Getty Images Concerning critical minerals company Nano One (NNOMF) I think I have connected some rather interesting speculative dots. In this article we shall cover some of the more intriguing recent developments. Before we begin, though, we need toThis article was written byAustin Craig9.34K FollowersFollow"Never let formal education get in the way of your learning". - Mark TwainYou are here for one reason. You want "actionable Intelligence". If you wanted a history lesson on a company then Google is your friend. My aim is to provide intelligence that you can read, ponder, and then execute upon to make a profit or avoid a loss. A price of a stock is almost irrelevant. It is the last thing to consider when buying a stock. If you don't pay attention to management, financials (go back 3 years), the sector, global macros, your portfolio mix, along with risk/reward for capital used and the company news, you are ignoring all of the things that come before price. Price is mostly real-time sentiment. It is hardly ever a good indicator of value.People who only look at price will fail as investors, because price is a result of fundamentals, news, and sentiment. You have to learn to "take" from the market, if at all possible, make it give you what you want.Use targets, set limits, protect your capital with stops and if something changes fundamentally, review, review, review.You can't read too much. If it was easy everyone would be doing it. Now you have no reason to not get Alpha.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NNOMF, ELBM, SLI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Quick InsightsHow could Nano One's (NNOMF) Canadian facility expansion impact its market position?Expanding from 200 to 1,000+ tonnes could enable NNOMF to secure defense contracts, further validating its technology and strengthening its market credibility.What is the significance of Nano One's potential role in the Arkansas lithium consortium?If NNOMF's technology is adopted by a future cathode facility in Arkansas, it could position the company at the center of North America's emerging lithium independence ecosystem.How might government engagement influence Nano One's growth prospects?Ongoing discussions with Canadian officials and a history of funding suggest NNOMF could receive further support, enhancing its ability to scale domestic production and drive job creation.Recommended For You