Yes, I still own Nano One.
The message board at http://ceo.ca/nno is by far the most active for this ticker; I still chime in there from time to time and help to aggregate useful links and posts there. I'd welcome anyone following here to join the fray. It's been especially busy the last couple days, but scrolling back is plenty of more detailed commentary.
Management has speculated on economics a handful of times since I generated that early square-one analysis, giving us a clearer picture. I don't have links or numbers at hand, but they indicated royalty revenue projections for both a modular NMC plant as well as a LFP partnership (i.e. Pulead).
The recent corporate presentation decks, linked on their website, now distill this into a chart showing projected annual revenue and profit for the next few years. It's not very transparent, but its the most authoritative reference we have and seems to jive with what management has been guiding for.
Cheers
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