In this episode of the Investing, Markets & Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors.
Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond.
We also dive into:
⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs
🌍 Why governments are backing the decoupling of battery supply chains from China
🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto
🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA)
💡 What investors can expect next as Nano One expands into Europe
If you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation.
Visit the Nano One website: https://nanoone.ca/
📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/
00:00 More funding for Nano One
02:57 Geopolitical background and decoupling from China
07:52 The Sumitomo collaboration
10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program
14:00 Why is Arkansas taking the lead?
15:26 The Rio Tinto partnership
17:35 New patents approved
18:31 Impact of China's export restrictions
22:27 Nano One's involvement with Europe and the G7
24:39 Future plans
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In this episode of the Investing, Markets & Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors.
Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond.
We also dive into:
⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs
🌍 Why governments are backing the decoupling of battery supply chains from China
🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto
🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA)
💡 What investors can expect next as Nano One expands into Europe
If you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation.
Visit the Nano One website: https://nanoone.ca/
📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/
00:00 More funding for Nano One
02:57 Geopolitical background and decoupling from China
07:52 The Sumitomo collaboration
10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program
14:00 Why is Arkansas taking the lead?
15:26 The Rio Tinto partnership
17:35 New patents approved
18:31 Impact of China's export restrictions
22:27 Nano One's involvement with Europe and the G7
24:39 Future plans
Gold Mining Stocks 2025: Outlook, Risks & Opportunities, with Golden Prospect
Investing, Markets & Money
33 minutes 49 seconds
2 months ago
Gold Mining Stocks 2025: Outlook, Risks & Opportunities, with Golden Prospect
In this episode of Investing, Markets & Money, we dive into gold and precious metals with Robert Crayfourd, co-manager of the Golden Prospect Precious Metals Fund at CQS New City.
The fund has just been named Best Investment Trust for Growth at the 2025 Online Money Awards—and Robert explains the strategy behind its success. You can find more on the awards here - https://www.thearmchairtrader.com/online-money-awards/
Stuart and Robert cover:
- Why small & mid-cap miners can deliver better returns than gold ETFs
- Central bank gold buying and the weaponization of the dollar
- The outlook for gold, silver, and other precious metals in 2025
- How geopolitical risk, US debt, and interest rates shape the sector
- The value of active management in mining vs passive ETFs
👉 Don’t miss Robert’s insights on why gold may still be “underowned” and how his team finds opportunities others overlook.
If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.
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00:00 Intro to Golden Prospect Precious Metals [LON:GPM]
02:09 How flexible is the trust's mandate?
02:40 The global gold market
05:09 What has been driving the gold price up?
07:25 Geopolitical risk versus central bank holdings
10:55 Why buy an investment trust and not an ETF
12:30 Going on site visits
14:13 Managing risk
16:26 Political elements to running the trust
17:00 The trust's geographic exposure
17:47 Other metals besides gold: silver
20:55 Sustainability and corporate governance
22:41 Miners and government disputes, e.g. Barrick in Mali
23:56 Golden Prospect wins Best Investment Trust for Growth
27:08 Gold/silver producers using cash for development
28:12 Spotting takeover targets
30:20 How have ETFs affected the market?
31:49 The fund's subscription shares rights issue
Investing, Markets & Money
In this episode of the Investing, Markets & Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors.
Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond.
We also dive into:
⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs
🌍 Why governments are backing the decoupling of battery supply chains from China
🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto
🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA)
💡 What investors can expect next as Nano One expands into Europe
If you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation.
Visit the Nano One website: https://nanoone.ca/
📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/
00:00 More funding for Nano One
02:57 Geopolitical background and decoupling from China
07:52 The Sumitomo collaboration
10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program
14:00 Why is Arkansas taking the lead?
15:26 The Rio Tinto partnership
17:35 New patents approved
18:31 Impact of China's export restrictions
22:27 Nano One's involvement with Europe and the G7
24:39 Future plans
