Member Info for LordWM

We know the product is 'live' and the release date/s tie up. It's currenly available to order for evaluation and the product has now won an award.

All we need is orders to start rolling in. This time next year Rodney...

It surely has to be the VD55G1. What else could it be.

Good to see an institution taking a position.

Excited to see the FID and for us to break ground. Should be any time.

I missed the TWO fully funded drills, thought only one. This gets better and better.

I’m 130% up with Atalaya as a long term holder, but I’m holding firm. In the most recent investor meet Q&A he said they be a £1b company some day, so plenty more to go. We’re also at the start of a multi year copper bull run due to a structure shortage of supply, according to virtually every recourses analyst.

Defo, very encouraging, £370k Director buy.

A new high, love it.

Just to add, Dieter May and Jalal Bagherli have now joined and will be contributing, but we haven't yet seen the effect of this and impact they can make.

They should hopefully, bring more scrutiny and ideas to the company strategy and activities, to scale, create partnerships, understand market demand & dynamics and build a profitable (or valuable) company around it's IP and products. They're both incredibly experienced and connected industry veterans.

In my opinion they didn't give guidance regarding the upper or lower scale of the Samsung settlement. This frustrated a lot of people and I lost a load of money as a result, as did others. They were hugely criticised for this in investor persentations, so know this is a problem (by the BOD).

Other than that, I think they've delivered on every milestone since, so I don't understand the constant criticism. I would have liked a special divident instead of tender offer, but they did exactly what they said they would and returned £32m odd to £40m to shareholders.

When BT joined, they set out their dots only strategy and delivered a win against Sumsung, safeguarding the future of the company. They're taking the steps they said they would, hiring in key areas, building a device demo capability, etc. They have a first product that was available for testing (from ST) just a couple of months ago. They say there will be further orders this year and expect to be cash positive in 2025. We don't know why the buyback has stalled, but they've committed to it and it will be completed.

We all want the SP to be higher, but with an enterprise value of around £10m plus cash, I've been adding (managed to get just under 17p last week). There could be lots of short term price catalysts including teh buy back, order announcements, new partnerships, new products with the Asian customer, more details and orders of the existing ST product, settlements/partnerships with other infringers, partnerships with other global display manufacturers.

It's been a long road, but the sensor product will offer far superior performance at a better price point than alternatives. It should be a no-brianer and should be the first of a number of generations of products to be mass adopted in everything that needs a fairly sophisticated sensor.

GLA and DYOR.

My speculative limit buy orders just got triggered at just under 17p! Love it.

This is a long term play because it takes a long time to be specified into the supply chain for electronics.

Although a mass consumer device (sensors on mobiles) is the big one, there's loads happening with QDs, products being built, etc. Nanoco is already in a just launched sensor product that will hopefully sell like hot cakes, but it takes a short time for it to be evaluated and integrated, leading to more and increasing orders. The Asian customer should launch products at some point, and there's still huge potential in display as manufacturers won't let Samsung have that market to itself, and know that Nanoco have the cash and experience to see through legal action if they infringe patents (which they did't have with Samsung which is why they settled).

I'm convinced that in 1-2 years this will be a multiple of 17.5p, and will grow frurther from there, or be acquired.

It's difficult to resist at this price. I sold before the tender at an average of just over 20p and have been buying and averaging down since it dropped below 20.

Thanks to all of the critics for bringing the price down!

GLA and as always DYOR

I don't think investors and the market yet realise how incredible Atome will be.

They're building a huge, replicable production facility, making a market ready 100% green fertiliser for a $200b+ global fertiliser market, at a consistent price and saving 15 million tons of CO2 emissions with the first project alone. The product will be premium because legislation increasingly taxes non-green fertiliser. It's also about food security, growing population, more food needed, demand for fertiliser will grow.

The management team is excellent, they have further projects already under way, with more that will be announced.

This will be a huge company that will throw off cash, selling a product that's in growing demand, literally made out of electricity (green energy bought at a fixed price), air and stone.

Exciting times ahead.

Great news, completion 2027 which is a little disappointing but they’ll likely have other projects progressing well before Paraguay is up and running.

I'm very excited about Atome and just topped up.

They're breaking ground with Green CAN and educating the market, both financiers and investors, is a big part of their challenge.

Seems we have an incredible management team, strong backing, a great product to sell into a global market and they're first movers.

This has huge potential to re-rate in the next 6 weeks as the economics become clearer, and in the long term become a huge green agri-business that throws off cash, after they've built more and more faciltiies.

For new investors - their comms are excellent, watch their recent presentations on their website.

GLA

It's curious that the buyback has stopped, as the price is drifting and I've added a little this mornng.

Based on average buyback price so far and money left to spend (£1.7m), we're on target have 187,768,811 shaes in issue when completed, probably less as the average PPS is drifting down.

Assuming £23m left in cash (prob slightly less now), at 17.5p that places around £9m on the target enterprise value (ex cash & post buy back). That's not much for a fully funded business . IF they announce further commercial orders in the next few months the SP should see some decent growth. This has always been about adoption and the start of the QD era. That's the gamble I guess.

The buy back may drive the SP a little when it re-starts too, particularly if they're more agressive at these lower prices.

Ferocious CME copper squeeze presages future turbulence

If, as many analysts contend, copper is still in the foot-hills of a multi-year bull market, professional and retail engagement is only going to grow with every new price spike.

https://www.reuters.com/markets/commodities/ferocious-cme-copper-squeeze-presages-future-turbulence-2024-05-17/

Wowzers, I'm liking this price action! People ancticipating upbeat forecasts on Tuesday perhaps.

Suspect this will be Olivier attending this evening. Fingers crossed we have some good news soon re progress.

https://x.com/proactive_UK/status/1789966946412228826

Results on Tues, and a copper price that’s rising close to an all time high. This should be a very good year for copper mines.

GLA

There was a nice piece in this weeks Money Week that was very bullish on copper, saying the structural under-investment over the past ten years means that there will be a long term shortage and the copper price has much further to go.

Copper is climbing again nicely today, this just means more cash for Atalaya.

Good luck all, what a great stock this has been, and likely will be.