Welcome back to a brand new video everyone, the word on the street right now is the Inflation
Reduction Act, which is creating big moves in the market and creating opportunities for some major
life time runners. And we have just witness a significant legislative victory for the clean
energy industry, as the House of Representatives just approved Joe Biden’s $700bn climate,
health and tax bill. This is so significant for us because this bill includes a huge boost in funding
for clean energy incentives amongst others. So in this video I bring you two exceptional
opportunities which are bound to benefit from this transition and are also major disruptors in
their own right. For one of this disruptors, it has been likened to Enphase energy, which first
came to the scene in 2017 and it has since had a explosive parabolic trajectory, which you can see
here being up 34,000% in the last 5 years alone. So some huge transformative returns here guys.
So if you are bullish about the clean energy sector, then you want to make
sure you watch right through to the end as no one is talking about these gems,
but I strongly believe they are sleeping giants and would certainly change fortunes.
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That said please drop a quick like on the video and hit the bell,
so we can get on with it with our which is Nano One Materials Corp (OTC: NNOMF,
NANO) which is now sitting at $2.70 per share with a market cap of $270m. Nano has been on
a strong upward momentum being up by over 57% in the last month. And when you look at it over the
ytd horizon you can see that it is has bounced off its bear market territory and it is very quickly
recouping its losses from the first half of the year. So much that it is already in the green
from a ytd perspective being up 10%. But given the news headlines and buzz around right now,
I personally feel that they have waved good bye to the sub $2 price mark and have a long way to go.
So here’s what’s new with Nano which you need to be aware of.
Nano One Provided a Quarterly Progress Update and Reported Q2 2022 Results
Highlighting their: • Acquisition of Johnson Matthey Battery Materials
• Joint Development Agreement with BASF
• Strategic Investment by Rio Tinto for ~$12.5 million
Wrt Johnson Matthey Battery Materials they had entered into a binding agreement to acquire
100% of the shares of Johnson Matthey Battery Materials, a Canadian entity located in Québec,
for approximately $10,250,000. The acquired team and facilities
ae proven in supplying tier 1 cell manufacturers for the automotive sector.
Their LFP facility and land is strategically located and expedites Nano One business strategy
for LFP and other battery materials given their 2,400 tonne per annum LFP production capacity.
They signed of a joint development agreement (“JDA”) with BASF SE (“BASF”), which is a
globally active chemical company, with extensive experience in the development and manufacture of
battery materials. Under the JDA, the companies will co-develop a process with reduced by-products
for commercial production of next-generation cathode active materials (CAM), based on
BASF’s advanced materials and using Nano One’s patented One-Pot process
and M2CAM technologies. BASF has a family of CAM products well-suited to the evolving requirements
of batteries in automotive drivetrains and a proven track record of developing these
products in collaboration with others. Nano One and BASF will also use the M2CAM process
for higher flexibility in terms of manufacturing approach and resulting product performance,
reduced energy consumption and environmental footprint.
And finally they announced a strategic partnership with Rio Tinto, a leading global mining and metals
group, providing iron and lithium products, collaboration and a US$10,000,000 ($12,536,500)
investment into Nano One. This partnership and funding will accelerate Nano One’s multi-cathode
(multi-CAM) commercialization strategy and support cathode manufacturing in Canada for
a cleaner and more efficient battery supply chain for North American and overseas markets.
Analysts at Seeking Alpha say Nano One is an Exceptional Opportunity.
They say the battery materials provisions of the Inflation Reduction Act are about to
catalyze explosive value increase for battery cathode process developers as Nano One. The
Inflation Reduction Act contains regulatory and tax incentives, grants, and loan provisions
aimed at wresting battery manufacturing from China. And it has a very short timeline. The
strategy envisions a new battery supply chain from mines to vehicles that does not run through China.
The Nano One cathode process will be this new supply chain's lynchpin.
This is a "winner takes most" situation and with Nano One is quite small the opportunity is very
large. They say by 2030 M2CAM could be supplying cathode for most North America and Europe battery
manufacturing - as much as 5TWh/year. As we are talking licensing which has minimum
capital requirements and hence little need for stock dilution Five terawatt hours per year
of M2CAM cathode production would bring Nano One around $7.5 billion in licensing revenue, $5
billion in profit and with a 20 PE, a $100 billion market cap and ~$1,000 share price.
Wow! What an opportunity should this come to fruition. Clearly one not snooze on.
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Next stop, which is our number 2 gem for you which is Enovix Corp (ENVX) which we first called on the
channel here at just over $8 per share. Goodness me, the markets are only just beginning to take
notice of this one now as it has already given us more than a 130% gains and now sitting at $21.07
per share with a market cap of $3.2bn. And trust me this one hasn’t even started when you hear
their story. So if you’re watching this right now and feel it has already ran, just wait till you
hear their story coz they haven’t even started. That’s the beauty of this. So let’s get to it.
Enovix Announced Significant Customer Milestones in Second Quarter 2022.
And Enovix here, is the leader in the design and manufacture
of next generation 3D Silicon™ Lithium-ion batteries,
announced key customer-related milestones in the second quarter 2022, and reported first revenue.
Harrold Rust, their CEO whom you can see here announced that they met the ambitious goals we set
over a year ago. He said the world needs a better battery to power the technologies of the future
and they believe thei technology is well suited to meet that demand because their proprietary battery
architecture enables a step-change increase in energy density without compromising safety.
The commercialization of the company’s next-gen battery is driving accelerated engagements with
the company’s Strategic Accounts (greater than $200 billion market capitalization).
This included the completion of technology qualification with three of these accounts.
Also in the second quarter, Enovix added 12 new accounts to its $1.5 billion
revenue funnel bringing the total number of accounts to more than 75,
nearly double the number at the end of Q2 2021. Active designs and design wins in the company’s
funnel increased to $414 million in Q2 2022 from $371 million in Q1 2022. What an outlook here.
Enovix was also Awarded Follow-On Contract to Build Wearable Battery Cells for U.S. Army
Soldiers. They were awarded a follow-on contract to build and test custom cells for use within U.S.
Army soldiers’ central power source, called the Conformal Wearable Battery (CWB) created
by Inventus Power. Enovix expects to begin shipping first cells to Inventus Power in 2023.
Analysts say Enovix will be a leading Battery Technology Company For The Next Decade.
They say Enovix is ahead of competitors as it is able to overcome key challenges faced
by other silicon anode batteries and bring a product with superior performance to the market.
The initial order from a leading global consumer electronics company shows that large customers
validate Enovix's battery technology, which brings about future opportunities. Enovix is
also positioning itself for growth in Asia as it seeks to establish key distributors in the region
and enable customized solutions to customers.
And at the current price of $21, they have already blown the analyst price target of $19.80.
How much more exciting could this possibly be. The patient investors would laugh last here.
So some very very interesting and mindblowing prospects ahead for these clean energy stocks
but only consider getting in if the price is right for you and if you fully understand the risks.
This video is not financial advice, a buy or a sell recommendation, but is meant to bring some
new and exciting penny stocks to your attention for you to do your own research.. As always I
would love to hear from you, so please let me know your thoughts on these top penny stocks
in the comments section below and what other penny stocks are catching your eyes lately.
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Thank you so much for being here and I look forward to have you in my next video. Thank you