Member Info for Laura2022

And......

Looking at the shareholders Milkwood Capital Limited owns 8.78% while Cable Car Capital LLC own 3.59%. Activist value funds rarely vote "Yes" to lock themselves into a private entity at rock-bottom valuations unless a premium cash exit or buyout structure is on the table. This is especially true with Milkwood that clashed with the board in 2024 (tried to change the board members!) So I would view Cable Car and Milkwood Capital as "unfriendly" to the current board's defensive private pivot.

For the delisting resolution to pass, Nanoco requires a steep 75% approval rate from the votes cast at the General Meeting. Given the intense backlash from retail investors who make up a massive chunk of the register, a unified block of institutions like Cable Car voting "No" could easily defeat the board’s proposal.

For us retail shareholders it is critical to vote against this resolution. Directors are relying on the fact that not many shareholders will bother to vote!

Farrugia: as someone posted:

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.

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Hence the old and new IDs here connected to the company

Will be more

SWC etc ?

May 2026 broker note

Share details

CodeNANO

ListingLSE

Shares in issue195.5m

Net cash/(debt) at 19 May 2026£10.1m

Business description

Nanoco Group is a global leader in the development

and manufacture of cadmium-free quantum dots and

other nanomaterials. Focus applications are advanced

sensing and displays, with the potential to expand the

latter through development work with new partners.

Bull points

▪ Two joint development agreements for developing

materials for the infrared sensor market have

the potential to deliver significant high-margin

revenues.

▪ Proven intellectual property and successful

litigation track record.

▪ Strong balance sheet, low cash burn and low

enterprise value.

100s posts 80M then suddenly pops up here

Tony

Stop lying

They have £10mln and a low cash burn

Filtered

People clearly connected to the company are sweating here that their plan will fail :)

I have voted guid with1.5mln

The Rebel Investor Group & Proposed Board Nominees

The law firm representing the rebels (Pallas LLP) stated they were acting on behalf of "Tariq Hamoodi and several others". While the specific names of every small private investor backing Hamoodi inside the nominee block were not entirely publicized, the core group put forward a highly specific 5-person slate of rebel directors intended to take total control of Nanoco:

From advfn

paul planet earth1: TerrorWit on the LSD site is actually Liam Gray if anyone is interested!

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

Its as i suspected

Will soon see TR1 buyers and sellers

Less supor9t for BOD too :l

Not sure why 10p

£10bln + spending review due any time now from Government

Rick

For another defence stock with £1.5bln defence spending check RCFX

Massive Addressable Market: Management estimates a £1.5 billion addressable opportunity within the broader UK defence budget, of which RCFX currently holds less than a 0.5% market share, presenting massive headroom for growth.Shift to Outcome-Based Services: RCFX has successfully shifted over 70% of its revenue mix toward higher-margin, outcome-based services rather than traditional body-shopping, improving gross margins to 31%.Strong Sales Visibility: The company entered its second half of FY26 with firm revenue visibility between £4.5M and £5.1M and secured key slots on high-level procurement networks, such as the Ministry of Defence's Aurora Engineering Partnership Evolve framework.Analyst Targets: Analysts at firms like Cavendish maintain a share price target of 50.00p, a significant premium from the stock's current levels around 7.50p

Nice buy

7.50

200,000

Large volume

Over 2.9p to buy now

Think we'll hear of bids soon before GM in 2 weeks