Nano One: The Hidden Military Drone Opportunity

Summary Nano One Materials is telling us it is in talks with military drone companies to provide cathode materials. The Department of War has funded Nano One in the past for its rather intriguing "One Pot" process that reduces CAPEX and OPEX by 30%. Additionally, the "One Pot" process reduces energy costs by 80%, eliminates pollution, and reduces water use. This quickens permitting. Domestic production of LFP is very limited and China dominates this market. President Trump's ambitions are to change this. Nano One might be the key. cagkansayin/iStock via Getty Images We have all seen drone tech reshape the Russia-Ukraine war, but what most people have not seen is this drone revolution will spread further than most people realize. We should see the continued evolution of drone jets, ships, and ground units (to include humanoid robots) impact This article was written by Austin Craig 9.87K Followers Follow "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, 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.