Member Info for LordWM

Good point kld1. Suspect this will rocket if the economics are as good as we hope. Seems like a frustrating environment to raise funding, waiting a few months could make a huge difference with %rates if inflation comes down.

I suspect Atome will be on a list of stocks of interest for high net worth individuals, may be recommended by their advisors. Suspect we need the FID/project finance and offtake details first, but this could contribute to make the SP move very fast when the economics become clearer.

Give it a rest guys, it’s tedious. I’d expected something to happen before now, and there may be a reason they’re leaving it to the last minute that’s very good for us all

They said q1, I’m sure they’ll do it by the end of the month as promised.

The return to shareholders will happen in Q1 so we’ll likely have details this week, exciting times. (I’m hoping for a straight dividend).

We have the new advisors starting soon, suspect we’ll see impact from them quickly, both on strategy, partnerships/customers using their extensive contacts and who knows, possibly corporate actions.

The future looks bright, Nanoco are in a great position, fully funded, more revenue (I suspect) announced over coming months and break even close.

It talked a long time for new tech adoption, but with Nanoco’s tech now in live products adoption should accelerate quickly.

Good luck all.

I think it's small scale by comparison. People may be able to make it in small scale close to source, but can;t think this will happen a lot. Atome are buying huge amounts of green energy to run 24/7. All we need them to do is execute the plan and we'll be rich!

Https://www.bbc.co.uk/news/business-68230697

It looked like we were moving pretty quickly and on track for FID end of 2023, but it seems the environment to raise money has worsened (inflation & interest rates looked like they were coming down, now it appears not), so it's taking longer to get optimal/acceptable finance.

Hopeully it's just a short delay and we'll be breaking ground at Villeta soon. Once finance is in place the route to first production should be pretty predictable, and in the mean time the board are stacking up further projects.

I'm not happy about the delay and SP drop, but Directors made significant purchases last year at close to £1 and are putting more in. if Peter Levine does what he always does (grew the SP at Imperial Energy by 5000 and sold), we'll all be happy in teh end.

There’s a second larger project in Paraguay, they’re evaluating sites close to power and putting a power purchase agreement in place now. This will follow Villeta, should be announcements soon.

https://www.atomeplc.com/projects/yguazu/

I wonder if this is the bottom for the SP now.

It’s great to see the projects stacking up post Villeta.

If Atome announce a solid project finance plan and off take for Villeta, every step towards production, with visibility of further larger production facilities should turbo the SP.

With news expected on this within 6 weeks, I suspect the days of a SP below £1 will be over. I’m glad I averaged down with small additions on Mon and yesterday.

Good luck all.

Sorry! That’s 10 to 12pps, NOT 10 to 22p!

A solid update, everything on track and all commitments delivered or being delivered on.

What a great company this is turning into, I suspect this will fly over the next 18 months, and possibly very soon depending on news flow.

Investors can look forward to the10-22pps return in Q1 as promised. For new investors see my previous posts for a summary of the investment case for Nanoco.

I agree this is likely an incredible opportunity, but people don’t want to commit without knowing the project economics, which should become clear any day with the announcements we’re expecting. Suspect people are worried about dilution, but if project finance is delivered as signposted this shouldn’t be too damaging.

I suspect this will fly after Q1 and particularly as we get closer to production.

I can't believe people are still bleating on about the settlement. The settlement that laid the bedrock on which the company now sits, making them fully funded, soon to be profitable, with new advisors inbound, more orders imminent and 10-12pps about to be returned to shareholders, with no further dilution. I assume this is deramping to buy more.

@TwoGood2Die - you're lying. They sold non-core patents to Samsung, and a licence with strict conditions under which Samsung can use Nanoco's core IP in a limited way.

Some of this is made clear in this Q&A from March 2023 - after the settlement (55min, 15sec) https://www.youtube.com/watch?v=RnAP1FgZtTA

I agree re Paraguay. No matter what happens in the world, there will be a huge and unchanging demand for fertilizer. If there's a global conflict, S America will be even more desperate for it as it mostly comes from Russia/Ukraine.

Difficult to know where the bottom is, could go way lower, may fly on good news. A lottery at the moment.

I think this will be a huge year for Atome, when investors understand what green CAN is, the part it plays in food security and the green transition (agriculture emits more CO2 than shipping and aviation combined), and the economics. It will bring price stability to producers and demand for Green CAN will be off the scale, before you even consider EU carbon taxes. The challenge is manufacturing enough to meet demand.

We should see a huge re-rating as we go through Q1 and beyond. A long term hold for me.

Olivier Mussat, ATOME's CEO, commented: "The Board is confident that 2024 will be a transformational year for ATOME and we are grateful to the team and our strategic partners who have continued to work throughout the end of the year in order to make rapid progress on the engineering, financial and commercial fronts.

"Whilst taking slightly longer than we originally hoped, the work and de-risking during this extended time has allowed for significant benefit in enhancing the efficacy of our first 145MW project in Paraguay as well as enabling beneficial impact on design, offtake, and financing. We are confident that in this Q1, further key project milestones will be achieved, and we look forward to taking FID on the Villeta project once these workstreams are completed.

"At the same time, work is continuing in parallel on other projects and in particular Costa Rica which, combined with Yguazu in Paraguay, provides a pipeline of projects extending to world-scale in excess of half a gigawatt."

https://polaris.brighterir.com/public/atome/news/rns/story/xj7q57x

@PiratePete - I agree, their comms and product marketing could be a lot better.

They should be talking/evangelising to:

- Customers, explaining the tech, use cases, Nanoco's IP, etc, using targetted content marketing as well as exhibitions.

- Investors more widely. They do the regular investor updates which is great. It doesn't cost much to produce slick comms campaigns and video content, feature staff at exhibitions discussin explaining the tech, explainer videos with cool graphics, etc (could also be used for targeted content marketing mentioned above).

This would help to win more business and drive investor awareness/SP.

A small investment here could make a huge difference.

The only significant thing about the RNS is that they're unable to announce renevue targets because there's so much uncertainty due to commercially sensitive discussions with customers (on the upside).

The total LTIP & DBPs are 9,056,742 or 2.79% of current shares in issue.

They'll only be issued in 2025 & 2026, the LTIPS based on performance criteris.

This will have zero negative impact on SP, if anything it suggests huge upside.

I for one and positive and holding, suspect this will be a big 12-24 months for Nanoco and we'll see a multi-bagger in that time.

Big lol @Flyinghigher, sounds like you missed the price in the teens. Good luck talking this down.

There will obviously be a correction ex-div/after the return to shareholders, but there’s so many compelling factors with Nanoco (see my previous post) that my guess is that time is short at this price.

I’m long and holding for the long term too.

DYOR

Looks like there's a few people trading this, trying to make a slim margin.

Good luck to them.