Whitepaper

Nano One Update: After the Capital Raise…

2021-03-26T20:00:24+00:00

Nano One recently issued stock at $5.35 Canadian to raise a total of $25M. While we were first concerned about this decision, after speaking to the company, we feel more sanguine about the prospects for this capital. Obviously, dilution is nothing we cheer, especially as shareholders of a company without earnings currently. But the impetus behind it, per our discussion with the company, is that its customer base is demanding larger proof of concept deliverables.

Nano One Update: After the Capital Raise…2021-03-26T20:00:24+00:00

Batteries, Lithium, and Lithium Americas

2020-10-30T18:58:50+00:00

Tesla’s ballyhooed Battery Day provided ominous headlines for lithium producers (and hit their stock prices). However, if you bothered to listen, it was incredibly bullish for miners as a whole, specifically for one that we think is ideally positioned to benefit from the growing demand for this critical metal. Please read the following for our take on Battery Day as well as our white paper on Lithium Americas (LAC).

Batteries, Lithium, and Lithium Americas2020-10-30T18:58:50+00:00