Author argues Canatu Oyj is a listed way to bet on Finnish carbon-nanotube technology and energy-storage adoption, even if Donut Labs' solid-state battery claims prove exaggerated.
CANATU.HE — LONG The author says Canatu Oyj is a direct listed way to bet on carbon-nanotube (CNT) adoption across energy storage, semiconductors, and displays, with patents, production capability, and licensing for on-site manufacturing. He argues that even if Donut Labs' claimed solid-state battery is really a supercapacitor with exaggerated claims, CNT adoption continues, and Canatu's roughly €300M market cap makes it small enough that the worst case is buying a solid business. The near-term catalyst cited is Donut's Q1 motorcycle delivery, which would validate the battery/CNT narrative. The main stated risk is that Donut may be exaggerating or that supercapacitors lose energy too quickly, undercutting the near-term battery story.
Also finally something I can throw money at! 300M€ market cap is honestly tiny. They have patents, for production and is a solid business so worst case you buy stock of a solid business.