Member Info for LTbeliever

Either way, that's another 1% of stock out of a jittery (ex) holder's hands; and we have still to get the Trading Update for y/e 2025, which could be "make or break", IMO.

I don't think so, the drop was mostly due to the 600k SELL at 1.86, first thing in the morning. Given that nobody can buy below 1.90 due to the huge spread, it makes no sense (to PnD).

P2Rise, u r preaching to the converted :)

And why the repetitive posts? Some will take u for a bot.

I also have a feeling that the next RNS to hit will be very consequential.

It looks like our joke, about the timing of Big-Kahuna exiting NFX, being a signal to BUY might have actually been prescient??? We will know soon, hopefully.

P2Rise, if your goal is to move the SP (which is not moving), it might be more effective if you can provide a link by DHL, or a reputable 3rd party, to corroborate all your previous posts; I hate to say, but as the SP has been P& D'd many times over, people are reluctant to follow through. Just IMO.

Given the delayed (insider?) trades of over GBP50k today (and 35k the other day), my guess is that the ODD RNS is being "cooked" on Dan's desk (i.e. it'd be released before we see anything on FDA site); hence, it can land at any time IMO.

I must admit that this is the first time - in quite some time - we have had such sustained buying, over a period of days, w/o any RNS's release.

"Just waiting for the rns to come and this should do over 10 bagger"...let the countdown commence :)

"market analysts are concluding ..." - any link to this analysis, pls?

I agree that the mkt is sleeping and TRAC is way undervalued; we'd get some news in the next 1-2 weeks, IMO, with the Trading update for Y/E 2025.

I hope you are right, but if these were really happening, shouldn't have the SP risen by 2-3x already?

Interesting P2Rise but where did u actually get the info about DHL please? Any links?

And if GE can flog the T901 engine to US/EU arms contractors, this mass production will be needed; I can't imagine that GE will just sit on the engine prototype after spending $350mln.

It's a short term "hiccup"; main thing is the progress towards becoming the market standard for Filters (at least in UK/Europe) and in getting some cash through the door inside 2026, IMO; plus, adding to XSG's overall market visibility.

Purchase order provides strategic validation

Xeros's filtration manufacturing partner, Donlim has received its first purchase order from Europe's largest consumer electronics retailer, MediaMarkt, for an initial run of XF3 units. The order provides strong validation for both Xeros’s partner-led sales model and demand for the technology. The latter is reinforced by a recent independent verification from the Hohenstein Institute certifying a market-leading 98% microfibre capture rate, outperforming previously confirmed benchmarks. Units will be in MediaMarkt stores by late 2Q26, with further launch details imminent including expected units and royalty rates. With thousands of stores across continental Europe and €23bn annual turnover, MediaMarkt offers substantial scale potential. The announcement provides comfort in our unchanged forecasts, which factor in sales of the XF3. It also marks an important step towards the large-scale commercial volumes that support our 16p price target, alongside continued progress in Care and Finishing.

— Monetising the order: The XF3 will launch under MediaMarkt's in-house brand Koenic, with Xeros Technology featured as a sub-brand. Xeros collects a royalty on each unit sold, underpinning a highly scalable, low capital-intensity sales model. — Scale potential: Product Care Group (PCG), distributor for the Russell Hobbs branded unit, remains on track for a UK XF3 launch in 2Q26.

Xeros's third planned partner anticipates launching its XF3 product later this calendar year, which together with PCG and MediaMarkt, should support a diversified, pan-European rollout.

— Reminder of commercial progress: In the FY25 update, management confirmed that the first Xerosenabled machine in Finishing was delivered to Ambition Apparel ahead of schedule. Success here would drive block purchases of multiple machines to ensure product range consistency, potentially delivering substantial upside. Xeros’ partner Yilmak is also finalising machines for delivery. In Care, initial surveys from its breakthrough launch agreement with a global OEM indicated stronger demand than first anticipated, supporting momentum for the expected FY27E mass launch. This creates a compelling platform for the three remaining global OEMs, currently at the technical verification stage, to progress to product launch agreements.

— Potential for FY26E and beyond: MediaMarkt's purchase order is an important step towards scalable commercial volumes. We note that a potential legislative mandate for washing machine filtration, previously indicated for 2029 at the earliest, could drive significantly greater OEM penetration across Europe, the US, and SE Asia. Further OEM launch agreements in Care and new partners in Finishing represent key catalysts that could drive transformational growth and significant upside to the valuation.

New Note out by Cavendish, reiterating its 16p SP target.

Very encouraging! These guys are quite brave, with the war going on, spending all this money on NFX.

I don't think this is a technical bounce, past 2-3 days' activity (excl. the big panicky SELL) might be related to the Results coming out soon.

Remember also, that the FDA lost a lot of staff (firings and resignations) plus a long shutdown, which caused bottlenecks. Dan was quite optimistic at the end October interview on LSE platform and IMO he wasn't "acting it out".