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I suspect any current bid discussions or future negotiation won't meet shareholders approval. Any buyer of Nanoc could delist

The rationale for the move to main market has been thrown out the window.

Nanoco joined the London Stock Exchange's Main Market in May 2015 to fund its growth plan and facilitate the commercialisation of its proprietary quantum dot technology across the electronic display, LED lighting, solar, and biological imaging.

https://www.nanocotechnologies.com/first-day-of-dealings-on-the-main-market/

Any bid for the company would be scrutinised while being listed on the either MM or AIM and that would appear to be their motivation. Why would that be? My guess is it not commercially acceptable deal. The Shoei deal with Nanosys was private and on the face of it suited Nanosys as they kept their jobs as a tech hub funded by Shoei and that would have reflected the price paid, possibly helping with sales inside the US and tariffs. Private company shareholders are basically along for the ride, valuing shares is next to imposible.

I hadn't forgotten the Imperial Energy deal which was perfect timing and nearly 20 years ago. Ask the buyers how it panned out. It turned into a massive liability due to a combination of overvaluation, geopolitical complications, and production struggles. Peter always comes out OK.

Love your optimism JM, but this is Peter Levine and he loves spending other people's money. In the past he has stumped up cash and followed price down then when in the pennies he split the shares blamed the market for not giving the correct value, even said publicly he wouldn't take it private and then when it couldn't raise any more he took it back into private ownership and gave share holders the option of selling or taking shares in the private company. All above board and that's what can happen in high risk ventures of the oil business in Argentina and Paraguay. He plans lot of ventures and they'll need capital so be prepared. Building the first of a kind in Paraguay let's hope the weather is kind and the Chinese come good what can go wrong?

Selling into a falling price is either cash preservation or distress selling.

Expect more fund raising for future projects.

Villeta provides a commercial blueprint for ATOME to grow the existing project pipeline, which includes the 300MW Iguazu project in Paragua y and a business expansion into Costa Rica, as well as progressing ATOME POWER . We expect last week’s raise to remove the market’s uncertainty on completion of the project financing and FID, which should allow the stock to re-rate towards 170p/sh 12M target price as the shareholder register evolves.

Iofina appears to be receiving wider interest than usual, which is no bad thing.

https://www.share-talk.com/iofina-reports-record-year-as-ceo-discusses-results-with-zak-mir/

Deep pockets

Autum 2025 WESTERN MIDSTREAM COMPLETES ACQUISITION OF ARIS WATER SOLUTIONS

https://finance.yahoo.com/news/western-midstream-completes-acquisition-aris-150400697.html

May 9 2026 EnergyWestern Midstream to buy Brazos Delaware for $1.6 billion

https://www.mrt.com/business/oil/article/west-tx-brazos-delaware-acquisition-22247238.php

The biggest problem in the Permian Basin oil fields is dealing with the waste water, it's starting to impact on oil exploration and production by some accounts. Iofina possibly are part of the resolution of the problem, adding value with ESG. Any thoughts

https://joshthompson.co.uk/investing/iofina-western-midstream-partnership-largest-iosorb-plant-doubles-iodine-production/

It feels like a pump, turned up beginning May together with a a market maker SINT, but aside from that a buyer has entered so is just a pump and dump or something else.

'SINT' is not a primary market identifier code (like XLON) but is used for trades executed on a Systematic Internaliser (a firm that deals on its own account).

All the SINT trades are small value so, but aside that are the normal larger trades which are lifting the price. Some times the rampers add the small buys at full price to assist the price as their buys gain value along the way.

Any views?

Not so much profit taking, with today's action I think it was the buyer/s stepping back as price action was getting hot.

My news feed is constant reminder of new uses for iodine and demand is increasing.

NorbertDentressangle I think you win the hamlet cigar 😃 Hopefully Iofina win give you back all your losses.

So unlike Iofina, everyone is speechless 😶

Very bullish on new plants and doubling production to 2000mt, 👌

This level of price action while welcome is unusual to say the least, what's driving it i wonder?

Next stop looks like 39.9p on my chart

Shoei Chemical had a presence in QD then expanded its role in the industry significantly by acquiring Nanosys and it's extensive Indium-based quantum dot technology, but their focus is typically on cadmium-free indium phosphide for their primary market of electronic displays, rather than Nanoco Heatwave QD Indium Arsenide .

Indium Arsenide are for Short-Wave Infrared (SWIR) image sensors.

The Shoie litigation was primarily about Nanoco's molecular cluster compound technology used to create quantum dots, which they used for color enhancement in screens and displays.

The Shoei result will have both companies relying more on know-how, but that now includes a wider IP using patents across both portfolios. Keep in mind that the JDAs won't be exclusive as Shoei won't have to acknowledge any JDA and any manufacture will look for the best technology and supply chain securities.

Hopefully Nanocos current development of image sensors using colloidal QDs, focusing on both 1st generation lead sulphide- (PbS)-based QDs and 2nd generation III-V-based QDs (InAs) and indium antimonide (InSb). The latter offer a more environmentally friendly, RoHS-compliant solution will give it the the lead it needs.

28 April 25

https://www.londonstockexchange.com/news-article/NANO/joint-development-agreement/17008951

Smithy, under-display Face ID technology is the current goal for Apple and the Chinese are trying to beat them as usual. Nanoco could see orders this year from previous JDA. It's one of the reasons Shoei and Nanoco came to a truce, litigation was was getting in the way and wouldn't be as profitable.