Member Info for Globex

Funnily enough a few years ago I was in Hurricane Energy where board tried to do the dirty on shareholders, and that company had Sodali representing them trying to lobby shareholders. Fortunately we had an activist investor on board who scuppered that board's plan and it was a decent multi bag situation.

The register is dominated to such an extent by us retailer shareholders we have the advantage of not even needing to rely on an activist - but it's absolutely essential that as many of us as possible vote.

Managed to snag another 40k shares just below 25p. Had to split orders (15k+25k), doesn't appear to be much stock left at this level.

For my money, this completely blows other LSE listed gold names out of the water.

Also worth noting that if you've recently bought shares, they take 2-3 working days to settle before showing up in the vote eligibility bit. Keep checking back if yours aren't showing yet. Only just over a week until the vote cut off now. With us private investors owning such a significant portion of these shares, we have genuine power to put a stop to this, and keep the company publicly listed.

For anyone holding these with a different broker that might unsure about how to vote, do ask and I'm sure one of us here can help.

Bought another 1,500 myself just now. I see this as such a rock solid company that's rare to see at this sort of low market cap. Very well positioned to capitalise from current climate supplying hardware to space and defence sectors where demand going through the roof. I only see these shares going way.

That's not a separate thing. With a DIS sale at/around the price level the company have indicated, all the debt instantly evaporates - and then some.

To the extent that if they pull it off, at today's market cap, we'll be left with excess cash and rump group for free.

Remember folks you can't hold private companies within ISAs or SIPPs.

If this grubby heist went ahead, you would have to liquidate - or your broker will forcibly move them out of your the ISA/SIPP.

The tax wrapper option would be entirely stripped away.

One of the many reasons why this going private would destroy value for us private shareholders.

Unlikely. Shoei aren't about to reward the company that tried to sue them (unsuccessfully) by buying them out. That bridge has been burned.

You need to apply a big dose of cynicism with this board. Just look at their history of value destruction. The more likely explanation is they're dangling carrot of a deal being more likely once private in an attempt to 'manage' that massive pot of cash away from rightful and proper scrutiny of public markets.

My bet is their attempted heist will fail - just as long as enough of us exercise our democratic right to stop them.

When logged in to your account, go here: https://online.hl.co.uk/my-accounts/investor-mailbox

Scroll down, and you'll see NANOCO GROUP PLC. Click give instruction. There you can vote against.

If you let us know which broker you're with I'm sure one of us can help

Https://www.nanocotechnologies.com/investors/major-shareholders/

I notice this was last updated on 31/07/25 and therefore is in breach of Aim rule 26 which states percentage holdings of its significant shareholders "should be updated at least every 6 months".

Absolutely shameless.

This information is important now more than ever so to the insider reading this - you know who you are - tell your colleagues to sort it pronto.

Https://www.lse.co.uk/ShareChat.html?ShareTicker=NANO&share=Nanoco&thread=5E4FCADE-F10F-48F1-BF95-903A4EFA1AE9

No vote needed. eg see Unilelver's recent food division carve out.

I can understand why long termers would be frustrated, and undoubtedly it's been a rocky road if you've been here a while, but transactions of this scale take time. Strategic review announced back in November, 6-12 months typical for large scale M&A, and now they appear to be close.

In intervening period Iran war's impact on borrowing costs plus sections of the private credit market getting a roasting will have affected prospective PE buyers, who will now have had to factor all of this in. My view is a trade buyer the best fit fwiw. Dream bolt on for GoDaddy, with these synergies they'd frankly be mad not to.

The key part is DIS is a cash generative monster, no need to hurry it. Maximising the price realised far more important. And on that note the potential £120m+ reiterated by the company just recently presents upside I'd suggest will be worth the wait.

Btw I'll bet some of the IP has a value too, even if opco hopeless and even after Samsung undoubtedly cherry picked some of the most plum bits. Again, today's market gives it less than zero value. That all comes free.

Nanonano

"What you have is a company burning through that cash until they win some business"

The activist scenario I describe assigns zero value to the opco. Very few will be buying this today for any love of the underlying business. I see it as unviable but I've been filling my boots here. Why? Shut the doors on the opco and suddenly you have a cash shell valued at 2x today's market cap. It's that simple.

Milkwood have form for activism here too. Certainly not just PIs who have held this board in extremely low regard.

A few years ago they mounted that campaign to oust board members, return surplus cash to shareholders, and convert Nanoco into a cash-shell. Pretty much what many of us have been suggesting.

Over time they were proven utterly correct. With other major shareholders fast disappearing, this is a dream scenario for them to act out their plan.

Keep the listing as a shell and return cash to shareholders. In this scenario, shareholders win, board and their vested interests lose.

Best part is numbers are on our side - IF enough of us vote against.

This story is a genuinely activists dream. Buy stock today, secure an against vote, suddenly you have a cash balance worth double what you paid. Operating company comes for free.

Started a position here. Clearly a very unloved name but suspect GoCompare alone worth a multiple of today's market cap. Everything else comes free.

To me the idea of voting yes here is quite fantastically absurd. Might as well do a direct bank transfer to management.

Don't be a cuck, vote no.

Interesting cheers. Quite mad to think they could have raised 200m CAD - and at the equivalent raise price of 30p. Implies there's a wall of cash read to invest here. Those potential investors can now do so on open market. The company making choice to limit to 100m must also indicate this is fully funded for foreseeable. With any luck right through to full scale production - at which point we know it'll be self sustainable from the eye watering level of cash it'll be generating.