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2phevs - are you on our Telegram investor chat channel? Would be great to have you if not

He has definitely been buttering up the journalists recently :D trying to get them to write a nice story about FID I suspect haha

This is unbelievably coiled and ready to spring once those three letters land.

F

I

D

!!!

Grundles - welcome to the LSE chat and congrats on building such a decent holding with your first trade.

Our investor chat is on Telegram. Download the app then search for ‘ATOME Energy plc - Investor Chat’ to join the group.

LSE doesn’t let you post links but you can also get to it by typing

t (dot) me (forward slash) ATOMEEnergy into the URL

Hope to see you there soon

I agree Kennedy - many large institutional buyers / funds have restrictions whereby they can't invest until FID is declared. Moreover, many large family offices for HNW individuals can't invest in companies with a sub-£50m market cap. Once FID gets declared, we can expect a double whammy of large instituitions wanting to buy and then once the market cap breaches the £50m mark we will see another tranche of investors looking to buy. With minimal shares available on the free float, this could get pretty crazy quite quickly!

Re Charles Archer, I emailed Olivier and Peter to introduce Charles and gave them his email address. Unfortunately I've not heard anything back yet - I suspect they are both very busy with other things but hopefully they do take up the offer because the more interest and marketing, the better!

Haha 2phevs - great find! He clearly had a message from someone to notify him of his mistake because he's edited the post and removed the reference to FID! :)

Superb interview from the ATOME CEO, Olivier Mussat. "Over the next few weeks we will continue to be busy" and lots of positive comments about Projects 2 & 3, plus ATOME Power.

The current SP on this is nothing short of bonkers. Once FID gets declared this should re-rate like crazy.

Link to interview: https://youtu.be/PqtT8HGrBKg?si=uIgEjFdPz2bFpC5X

Patience needed on this one after last week’s update. This was running at 67-70p a month / six weeks ago. Fully de-risked now in my opinion and yet we’re still 10-15% below recent highs.

Incredible buying opportunity for those with spare cash. Unfortunately all of mine is already in this >_<

2phevs - exceptional research!!! You’re showing me up :D

Steve is annoyed he didn't load up in the 40s like the rest of us. Don't worry, Steve, it's not too late to get on this boat. Easy 50-75% gain from here over the next few weeks

As per the RNS, wait until these big institutions start making their own announcements. The media doesn't pick up much on little ol' ATOME but wait until the IFC, IDB Invest, EIB, FMO, GCF all start making press releases. That's when this will really start to get the media's attention.

I also suspect there will be some announcements made from Paraguay's President Pena and the Economic Department as his schedule shows him as being present at the IDB event later tonight.

Reminder that you can watch James Spalding's presentation at the IDB event this afternoon. His panel is just after 11am local time (2pm UK time). Link is here: https://liveevents.iadb.org/

To those of you new here - there is no better investment in March / April 2026. This is SO undervalued it’s crazy. Base case valuation of 130p and central case 175p with FID to be declared in less than 30 days and a plethora of projects in the pipeline.

Https://www.iadb.org/es/noticias/el-grupo-bid-anuncia-la-ampliacion-de-su-oficina-y-cartera-de-proyectos-en-paraguay

ATOME’s Villeta project specifically referenced as one of their major investments in the country so far. Expanding to nearly $3bn of investment over the next 2 years with a heavy focus on private sector investment.

This is HUGE news for Yguazu and ATOME Power.

Of course no RNS and commentary from management …

I'd argue the current climate makes this project - and ATOME who have developed the blueprint - far MORE attractive. A significant % of the world's fertiliser is consumed in LatAm and they are importing almost all of it. With supply chain disruption and wars across the Middle East and Europe, there is an even stronger argument to diversify away from those areas and produce locally. Paraguay's government are super keen to boost investment in their economy and ATOME are the frontrunners ...

Fair point ragtag, but remember the 27 Feb RNS caused a lot of confusion and a big drop in the SP because it was vague and made no mention of FID, which I think definitely caused a lot of people to assume delays into April+. The deck being updated to say 'targeted for March 2026' shows that FID is in fact still on track and could even come sooner than end March.

There is absolutely no way this should be sitting at 52p. We were in the mid 60s back in Autumn 2025 when offtake was signed but none of the debt had been approved. We are so much further forward now

Https://wp-atome-2021.s3.eu-west-2.amazonaws.com/media/2026/02/ATOME-Corporate-Presentation-Mar26-WEB236.pdf

Updated presentation released this morning. Note it says in March 2026 - not by end March 2026. This really does feel imminent now.

Last chance to load up at this price?

This hike in fertiliser prices would be interesting if we weren't 3+ years away from producing the bloody stuff! At this rate we might have a bag of fertiliser ready to sell by 2050 :)

Whilst frustrating, I do think this SP reaction is excessive. What's happened here is that we've all believed ATOME's optimistic timelines of Dec & Jan that were never realistic. If you ask ChatGPT to do an analysis of similar FOAK projects, it suggest the 'base' case to announce FID after the equity club is composed (mid December 2025 in our case), is 2-3 months (mid-Feb to mid-March).

As I said earlier, this presents a rare and unexpected buying opportunity. The fair value of ATOME's share in Villeta is 84p (65% gain from where we are today) and once this is proven, you'd expect the market to start valuing the pipeline projects into the SP as well, potentially leading this to be over £1.

Patience and holding our nerve is key to this one. I'm hopeful it will be worth it.

ChatGPT summary:

For a first-of-a-kind, multi-lender, multi-equity-party deal like Villeta, a realistic range is:

Optimistic: ~6-8 weeks (only if docs are genuinely “near-final”, CPs are light, and there are no late structuring wrinkles - also hard over Christmas/New Year).

Base case: ~8-12 weeks (2-3 months) - this is the most common “it’s close, but complex” timeframe.

Conservative: ~12-20+ weeks (3-5 months) if any of these bite: intercreditor negotiation drags, security package or SPV mechanics get revised, one lender/equity member needs extra committee cycles, or CPs (legal opinions, permits, technical sign-offs, insurances, model audit, etc.) take longer than expected.

I am totally with MrInvestor93 on this. I'd encourage everyone here to network and speak to those close to this project - I haven't heard anything that suggests to me this is not powering on. These delays just feel like complexities being ironed out of a very large, very complicated FOAK project. As frustrating as they are, this thing should get over the line (eventually).

For those who can, this SP level presents a rare but real opportunity to buy up more shares.

As always, AIMO and DYOR.

Celtcy - Send me your paypal details so I can buy you a spa weekend when this announces FID and the SP takes off. You sound like you need a break.