Excellent analysis by Will Thrower on ANO's growth strategy and competitive advantage.
"The elevator pitch: Advance Nanotek is a specialty materials company based in Australia that has significant cost and quality advantages in producing certain nanomaterials thanks to a proprietary mechanochemical process (MCP) that enables desired chemical reactions and physical characteristics at room temperature, replacing the extremely high heat needed in traditional vaporization techniques with high pressure using a ball mill.
The Company generates nearly 90% of its revenue from Zinclear, a unique form of zinc oxide that exhibits superior UV absorbance across the UVA/UVB spectrum as well as superior transparency as compared to competing nanoparticle zinc oxides.
Thanks to an organizational overhaul, an operational turnaround, capital injection and capacity expansion led by a successful entrepreneur and activist investor, Zinclear is now also the cheapest and most readily available zinc oxide on the market, setting the stage for rapid market share gains and potential mass-market adoption as sunscreen chemicals come under fire for posing health and environmental risks.
The business is already highly profitable, and the stock is cheap in relation to its growth rate and long-term prospects.
Full report here: https://dumilecapital.com/?p=48