Member Info for LordWM

Is anyone able to state anticipated news flow please. Is further permitting required? There's some been some talk of a need to raise more funding at some point soon. Are we looking at project funding to start development, or are we anticpating an acquisition?

Thanks in advance (it's difficult to make much sence from this board - a lot of noise and off topic chat)

Date Shares Ave Price Spent

11/04/2024 270,000 0.21200 £57,240.00

12/04/2024 70,000 0.21770 £15,239.00

15/04/2024 60,000 0.22800 £13,680.00

16/04/2024 426,439 0.23322 £99,454.10

17/04/2024 760,868 0.22757 £173,150.73

18/04/2024 468,639 0.21125 £98,999.99

19/04/2024 497,162 0.19913 £98,999.87

22/04/2024 490,137 0.20198 £98,999.83

23/04/2024 492,214 0.20113 £98,999.99

24/04/2024 496,427 0.19943 £98,999.95

25/04/2024 497,737 0.19890 £98,999.89

29/04/2024 253,783 0.19308 £48,999.91

30/04/2024 261,213 0.18950 £49,499.86

01/05/2024 257,812 0.19200 £49,499.90

02/05/2024 192,441 0.18930 £36,429.47

03/05/2024 258,447 0.19153 £49,499.84

07/05/2024 262,599 0.18850 £49,499.91

08/05/2024 262,510 0.18856 £49,499.94

Hi Kooba, I've been tracking this and as of yesterday I have:

£1,285,692,19 spent

6,278,428 shares acquired

£.20478 average price

So not as generous (which is good) and the average price is reducing as the price drifts down.

I've been adding just now in a few chunks.

Olivier Mussat posted on LI a month ago:

Although linkedin is not quite the right forum to discuss investor questions, I d be remiss not to respond to @ matt phillips who asked a question on another post "When will atome be announcing progress at Villeta. Investors were promised FEED and FID in Q3 2023. We were then promised Offtake in Q1 2024. Here we are in Q2 and none of this has yet materialised. "

Dear Matt, you are correct that we have been delayed in our original program, and as stated since, engineering has taken more time than expected and created knock on effects across the financing and the offtake. And whilst we are now nearing the end of FEED of Villeta, we are in parallel negotiating both the EPC contract and offtake in order to achieve the best possible outcome for the project and all ATOME shareholders.

Rest assured we are not sitting idle on our hands and doing our utmost in creating a first in kind green fertilizer project that will become a blueprint.

https://www.linkedin.com/posts/omussat_although-linkedin-is-not-quite-the-right-activity-7181228824049655808-Yen5?utm_source=share&utm_medium=member_desktop

The CEO Olivier Mussat has said that an announcement will happen within the next 2 months (any day), where they accounce project financing and offtake agreement, which will see the back of this crazy low SP.

This whole interview is interesting, but look at his answer at 19.25 to see the investment case:

https://www.youtube.com/watch?v=IJOnA-ukECY

Progress and likely newsflow in this interview at 16.00 mins (def worth listening from 16 mins to the end):

Offtake Agreement - They're close to signing.

Finance - Capex $400m+, anticpate 55/60% debt to equity

https://peelhuntnewenergycleantechnology.gallery.video/240422

Updated company presentation:

P 13 - "FEED and EPC completion expected by end Q2 2024"

P 13 - "Offtake targeted for agreement in H1 2024"

https://wp-atome-2021.s3.eu-west-2.amazonaws.com/media/2024/02/240205-Atome-Q1-Presentation-website-v5.pdf

It’s very strange that they’re now talking a lot about quantum film swir sensors and are demo’ing them, but don’t seem to name the actual products. I just used Bing Copilot to identify the product code, but no joy.

I may just call the ST Micro product support line tomorrow and ask which of their SWIR sensors contain a quantum film, see if they’ll tell me.

Here’s where the talk about QD’s with the links to the videos already posted (I’m sure this has been shared before by others).

https://www.st.com/content/st_com/en/campaigns/sensors-converge-2023-demos.html

Thanks for all the info XenOn. It seems highly likely it's one of these products because BT stated that the biggest prize for Nanoco is mass adpotion into mobile phones. The timing of the product manuracture & launch and the fact that these two are specifically aimed at mobiles, amongst the many other applications we all know about work with Nanoco's statements.

We'll hopefully have run rate orders ramping up for use in industrial and other applications, but the mobile device manufacturers (Apple, Samsung etc) will be evaluating the sensors and worried about the FOMO of a competitor bringing a profuct to market first with better performance, battery life, etc.

I'm still holding off before adding more, hoping it drops a bit before news lands.

Also, it looks like Ruchi Upadhyay is the GTM person for N.America (Sylvie IRIGARAY for Europe), and she's doing the conference rounds to evangelise the new sensors, another big one this month - https://embeddedvisionsummit.com/2023/session/image-sensors-to-enable-low-cost-and-low-power-computer-vision-applications/

GLA and a good long weekend to you all.

A takeover? Well as DJ Pied Piper said, I'm lovin it, loving it, loving it!

Whats going on, is this really just a broker upgrade?

That's awesome XenOn, thanks for sharing.

The product looks made for mobile devices, smaller and better than competitive products. If launched now and currently being evaluated by the device manufacturers, I gues that's why they predict 2026 for mass adoption. We could see it used in many other products before then too.

Very exciting.

XenOn - thanks for this. You're certain VD55G1 is the one then? Is that because of teh spec - it's SWIR and only QDs can do this? (I'm not technical at all, apologies if this is wrong).

I'd love to know what the STMicro product is that contains Nanoco's dots.

This one looks particularly exciting - VL53L9, and many of the ST project team that worked on it and Product Marketing people launching it are making a lot of noise about it (you can see their posts on Linkedin). If this is the one we could see a fast pick up in orders/adoption.

Are there any more technical people who have a view on this?

https://www.st.com/en/imaging-and-photonics-solutions/vl53l9ca.html

https://www.linkedin.com/posts/laurentplaza_stmicroelectronics-expands-into-3d-depth-activity-7166441160897462272-bWqf?utm_source=share&utm_medium=member_desktop

https://www.youtube.com/watch?v=W-7BENMOQV0

Another bulling copper article.

https://www.telegraph.co.uk/business/2024/05/02/world-poised-on-edge-new-copper-supercycle/

Good luck everyone, I suspect Atalaya has far to go and will likely be an acquisition target at some point.

She was working hard to finish above 450, looks like she may have made it.

What a beaut.

Above 450p for a short time, and the copper price keeps rising.

Last time it was above 450 was 2011.

GLA

I've bought a small amount. Like the short time frame to the fully funded first drill. A binary one.

We're pushing new long term highs and we're now on the main market. There's also a rising copper price, increasing output and potential to reduce costs, with a potential M&A frenzy beginning over copper assets.

Any chartists have a view on where this could go and next resistence points?

But I’m guessing fund managers who may be restricted on what they can trade may then be able to take a position when we move off AIM.

Could the VL53L9 also include QDs? Plus this names a first end customer (Lanxin Technology) with VD55H1 (apologies if already posted).

"ST is also announcing news of its VD55H1 ToF sensor, including the start of volume production and an early design win with Lanxin Technology, a China-based company focusing on mobile-robot deep-vision systems. MRDVS, a subsidiary company, has chosen the VD55H1 to add high-accuracy depth-sensing to its 3D cameras. The high-performance, ultra-compact cameras with ST’s sensor inside combine the power of 3D vision and edge AI, delivering intelligent obstacle avoidance and high-precision docking in mobile robots.

In addition to machine vision, the VD55H1 is ideal for 3D webcams and PC applications, 3D reconstruction for VR headsets, people counting and activity detection in smart homes and buildings. It packs 672 x 804 sensing pixels in a tiny chip size and can accurately map a three-dimensional surface by measuring distance to over half a million points. ST’s stacked-wafer manufacturing process with backside illumination enables unparalleled resolution with smaller die size and lower power consumption than alternative iToF sensors in the market. These characteristics give the sensors their excellent credentials in 3D content creation for webcams and VR applications including virtual avatars, hand modeling and gaming.

First samples of the VL53L9 are already available for lead customers and mass production is scheduled for early 2025. The VD55H1 is in full production now. "

https://mvpromedia.com/stmicroelectronics-expands-into-3d-depth-sensing-with-latest-time-of-flight-sensors/