Nano One Materials (NANO) Investor presentation summary

Business overview and strategy

• Focuses on producing LFP cathode active materials using a patented One-Pot process, targeting both direct sales and technology licensing revenue streams.

• Addresses a $40B serviceable addressable market with projected 5x demand growth for LFP outside China over the next decade.

• Strategic partnerships and backing from major industry players and governments support commercialization and scale-up.

• Modular, scalable, and capital-efficient business model with a licensing-led platform and royalty economics.

• Transitioning from pre-revenue to commercial stage, with initial revenues from product sales and future licensing and royalty streams.

Technology and competitive advantage

• One-Pot process integrates PCAM, CAM, and coating, reducing OPEX and CAPEX by up to 30% and energy use by 80%.

• Holds 59 patents granted and 47+ pending, supporting supply chain diversification and easier permitting.

• Eliminates sodium sulfate wastewater and reduces GHG emissions by 50-60% and water usage by 80%.

• Modular design enables rapid global scaling and easier deployment.

Market dynamics and demand drivers

• Cathodes account for 40-60% of battery cost and are the most complex and environmentally intensive component.

• China controls 98% of global LFP cathode production and over 95% of precursor materials, creating a supply chain bottleneck.

• G7 and allied governments are investing heavily in critical minerals and battery supply chains to diversify away from China.

• Military electrification and increased defense spending are driving multi-decade demand for LFP chemistries.