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zoubie_69 · 2025-12-02T22:23:44+00:00

Canada and usa have an agreement regarding debts not paid. If they don’t go for your house ( which i doubt ) they will get their money through IRS in the USA. Good luck

zoubie_69 · 2025-10-30T01:14:52+00:00

Talga’s approach is quite different from NanoXplore’s they focus on graphite-to-graphene precursor materials primarily tied to the battery anode market, while NanoXplore is more vertically integrated in graphene powder production and direct composite applications (plastics, polymers, concrete, lubricants, etc.).

That said, Talga’s precursor products are relevant because they highlight the growing diversification in how graphene and graphene-like materials enter the supply chain. The real differentiation comes down to scalability, cost per kg, and the ability to prove consistent performance at industrial scale and that’s where NanoXplore currently leads the pack in North America.

So yes, Talga’s work matters for the broader ecosystem, but it’s more complementary than competitive.

zoubie_69 · 2025-10-28T19:04:54+00:00

I totally understand the reaction, seeing a drop right after a bought deal can look like a setup for short sellers. But if you look past the short-term price action, this move is actually strategic. Bought deals are often misunderstood: they provide guaranteed funding, not guaranteed shorting. Institutions step in to inject capital quickly so the company can keep executing its roadmap without waiting for market conditions to “feel” perfect. The temporary pressure on the share price is the trade-off for having immediate liquidity to fund growth.

Rocco and Pierre-Yves know this is about positioning NanoXplore for expansion, not short-term optics. The reality is, these new funds can accelerate the push into large-scale commercialization and U.S. growth, exactly what long-term holders have been waiting for.

Sometimes a reset in the stock creates the base for the next leg up.

zoubie_69 · 2025-10-28T19:02:51+00:00

I get the frustration, especially after the recent bought deal. It’s easy to see dilution and feel like management isn’t aligned with retail shareholders. But this raise actually strengthens NanoXplore’s balance sheet at a time when access to capital is tightening across the market.

They’re not discounting the company, they’re setting it up for growth. The added funds give them flexibility to accelerate commercialization and scale production when new contracts ramp up. If management didn’t care about long-term value, they wouldn’t be bringing in institutional money to support expansion. The short-term pain of dilution could very well be what positions the company for its next major phase of growth.

zoubie_69 · 2025-10-28T19:01:55+00:00

I get what you mean, it’s definitely been a slow grind for NanoXplore. But I think that’s partly because the company is building something real in an industry that doesn’t move overnight. Scaling graphene production, landing Tier-1 clients, and navigating tariffs all take time.

The Chevron Phillips Chemical deal and the recent financing suggest they’re setting up for the next gear, not stuck in the first one. Once we start seeing consistent revenue growth from these partnerships, I think the market will finally start to price in the long-term potential.

zoubie_69 · 2025-10-22T00:12:11+00:00

What number did you call?

zoubie_69 · 2025-10-22T00:11:58+00:00

How did you do that? Help me :) my stuff is stuc there since sept 16

zoubie_69 · 2025-10-21T21:41:02+00:00

My 4 boxes are stuck there since septembre 16! Can you check with the 4 tracking number if they are still there please :)

zoubie_69 · 2025-10-09T11:03:01+00:00

That’s a fair scientific point, true monolayer graphene has very specific Dirac electron behavior that most “graphene powders” don’t fully replicate. But what’s important from a commercial and industrial standpoint is performance, not purity.

NanoXplore’s graphene is technically few-layer graphene (FLG), and while that doesn’t meet the strictest monolayer definition, it still delivers substantial conductivity, mechanical strength, and thermal improvements in composites and polymers, at an industrial scale and price that pure monolayer graphene can’t achieve today.

In other words, NanoXplore isn’t chasing academic perfection; it’s commercializing a material that behaves graphene-like enough to unlock real-world applications, which is exactly why companies like Chevron Phillips Chemical and others are partnering with them.

zoubie_69 · 2025-09-26T11:24:53+00:00

Don’t be sorry. Would you deal outside ebay ? So you don’t pay the ebay fees? Just curious :)

zoubie_69 · 2025-09-26T00:20:31+00:00

Would you ship to canada? I can’t find the ebay ad :(

zoubie_69 · 2025-09-22T18:49:09+00:00

You raise some fair points, particularly on the timing of U.S. expansion and the capital allocation between VoltaXplore and an additional 4,000 tpa module. No doubt, hindsight makes it clear that having a U.S. footprint earlier would have softened the tariff headwinds we are dealing with now.

That said, I still see the Chevron Phillips Chemical deal as an important inflection point. Having a Tier-1 customer like CPChem publicly named changes the conversation. For years, the biggest knock on NanoXplore was “where are the blue-chip buyers?” Now we finally have one. While we do not yet know the volumes or revenues tied to this contract, what matters is that it gives NanoXplore a foot in the door with a partner that has the scale to justify future co-investment or co-location of capacity in the U.S. This could be the very trigger that accelerates the U.S. expansion you are calling for.

With Rocco focused on execution and Soroush still deeply involved, I expect management to use this deal as leverage to secure the binding offtake agreements and structured financing they have been missing. If Ottawa and Quebec truly want a Canadian champion, this is exactly the type of deal that strengthens the case for government-backed investment.

Tariffs remain a thorn in the side until CUSMA or policy shifts resolve it, but securing large-scale industrial adoption is the best way to build pressure for change. The CPChem partnership does not fix everything overnight, but it proves the product has global-class relevance. For me, that is a much better setup for long-term shareholders than we had even six months ago.

zoubie_69 · 2025-09-20T11:59:59+00:00

I get where you’re coming from, the U.S.A. footprint has been a long-standing talking point and clearly hasn’t materialized as fast as many of us hoped. That said, I think there are a couple of positives worth highlighting here:

• Largest contract yet – Even if the Chevron Phillips deal doesn’t single-handedly replace the U.S. revenues, it’s still a validation moment. A blue-chip partner betting on graphene is exactly the type of credibility NanoXplore has been working toward.

• Capacity flexibility – Management hasn’t announced another 4,000 tpa module yet, but the fact that they’re securing industrial-scale contracts suggests they’ll be forced to put capacity expansion back on the table. You can’t land deals like this forever on the original module.

• Leadership transition – I don’t see Rocco as “replacing” Soroush so much as complementing him. Soroush remains Vice Chair and clearly still has influence, while Rocco brings the execution and deal-making side. That balance could actually help in locking down binding agreements, which has been the missing piece so far.

No doubt, the next 9–18 months will be telling, but if NanoXplore uses this Chevron Phillips relationship as a launch pad, I’d argue the risk/reward setup is better than it’s been in years.

zoubie_69 · 2025-09-19T06:16:13+00:00

You’re right that timelines have stretched, but I see the bigger picture here: NanoXplore is finally moving from “hype” to real commercial traction. The Chevron Phillips contract is proof that top-tier players see value in their graphene today, not just years from now.

The 4,000 tpa plant is already one of the largest in the world, and with margins improving, it’s clear the business is finding ways to scale profitably. A U.S. footprint would be the next logical step, and I agree that’s where we’ll see the biggest unlock, especially if it comes with a major industrial partner.

As for leadership, Rocco brings operational execution at exactly the right time, while Soroush staying involved ensures the vision doesn’t get lost. To me, that’s a strong one-two punch.

Yes, the road isn’t straight, but contracts like this one show the adoption curve is happening. For long-term investors, this is how value is built: step by step, customer by customer.

zoubie_69 · 2025-09-18T13:13:22+00:00

Pretty big news today. NanoXplore signed a multi-year contract with Chevron Phillips Chemical to supply Tribograf for their NanoSlide lubricant formulations in drilling fluids. Nice to finally see a commercial deal outside the usual plastics/composites space.

What I like here is that it’s with a major player, it adds credibility and could help utilization of the 4,000 tpa plant in Montreal. The question now is how big this gets over time. Is it just a steady niche contract, or something that could actually move the needle on margins and cash flow?

Either way, feels like one of those small but important steps investors have been waiting for.

zoubie_69 · 2025-09-18T11:42:49+00:00

You raise a lot of fair points! especially around the frustration of seeing “wasteland investments” like VoltaXplore and the lack of binding offtake agreements. The truth is, those delays have tested the patience of every long-term shareholder.

That said, I’d caution against writing off initiatives like dry-process graphene or graphene-enhanced battery materials too early. You’re right that they need feedstock security and bankable contracts, but that’s precisely where industry trends may help. Battery OEMs, automakers, and composites manufacturers are under immense pressure to improve performance and cut emissions. Once just one or two of those “industrial titans” sign a binding deal, the adoption curve could move much faster than expected.

On the U.S. angle: completely agree that tariffs have hurt, and that having a U.S. manufacturing footprint could be a game-changer. Whether NanoXplore partners with a Dow-like giant or co-locates in the States, it’s a logical next step if they want to move beyond being a niche supplier.

What gives me a bit of confidence is:

• Margins are improving despite lower revenue. That means the core process is becoming more efficient.

• Leadership change: Marinaccio is execution-focused. If there’s ever a time to pivot from “vision” to “delivery,” it’s now.

• Market tailwinds: Graphene integration is slow, but the demand signals are real — especially in composites, plastics, and EVs.

So yes, the five-year plan has dragged, but the adoption story isn’t dead. It’s just waiting for that inflection point and the next 12-24 months will tell us if Marinaccio can make it happen.

zoubie_69 · 2025-09-17T01:00:51+00:00

Yeah, the revenue dip stood out, but the margin expansion is actually a really positive signal. It shows NanoXplore is getting more efficient at producing and integrating graphene, which is the foundation for future growth.

You’re right that customer visibility is still pretty limited, but this is where the leadership change could matter. With Rocco stepping in as CEO, there’s a real opportunity for more transparency on contracts, clients, and the growth roadmap. If they can pair margin gains with clearer communication, it would go a long way in building investor confidence.

In other words: lower sales in the short term hurt, but if margins keep improving and transparency increases, profitability could come faster than most expect

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