Member Info for LTbeliever

You can refer to the co's website and the latest presentation additionally, talking about commercial users, who have already proved the concept; below is from Interims:

"Xeros' Laundry Care System uses reusable polymer spheres, known as XOrbs, to gently increase mechanical action, improve chemical efficiency, wash performance and protect clothing from harsh fabric on fabric contact during the laundering process. This means that the life of clothing can be extended by up to 100% using Xeros technology, whist also reducing water and detergents. The benefits of the technology have been proved to a number of global, blue-chip OEMs over the course of the last 18 months...Our commercial laundry partners continue to perform well. Through our partner in France, Georges, the uniforms of Air France, EDF, SNCF and Renault are all being cleaned using Xeros' XOrb technology as well as across the firefighting industry."

It's ironic that on Oct 7th the SP jumped all the way up to 0.08 and then profit taking crashed it down; now that everything is in sight, we are below that. I think we will have to wait until eoNov, when hopefully the AFS for FYear are released, before the Mkt wakes up. So, 2-3 more weeks!

And Whirlpool is on it! latest 2 years from today, let' say conservatively, for the first Whirlpool WMachine with XSG's tech incorporated; they will have 2028-early 2029 to market the new tech, mass produce and stock US shops by mid 2029 (because shops will not keep stock of WMs that can't be sold from late 2029).

"Illinois has begun measures to address the marine microplastic pollution crisis. In February, the Illinois Senate introduced SB0030, a bill aimed at addressing the growing concern over microfibre pollution generated by washing machines. SB0030 mandates:

✔ 𝗙𝗿𝗼𝗺 𝟭 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟯𝟬, all new washing machines sold in Illinois must be equipped with a microfibre filtration system.

The bill sets a precedent for other states, countries and unions to follow, potentially leading to a global movement toward more sustainable appliance standards."

"The project remains on schedule and in line with our previously communicated milestones, and it is particularly encouraging that Daemaneng will be running material through the Plant later this week. This marks a significant and tangible step forward in moving from preparation into early production."

Next week or 2 will be a test of the Mgt's new approach i.e. to brief the Mkt more often on operational stuff; let's see how they perform (at least we have Sable who's always quicker to update JSE!!).

I thought funding risk was the main risk, according to Justin? The rest (tech acceptance) will slowly fall into place over 2026 - and hopefully starting b4 Xmas with the RHobbs' stock up.

We may also get a push the day after tomorrow, when the Retail Offer results are announced (deadline tomorrow); if there is a lot of demand and oversubscription, it'd bode well for the SP. IMO

Seems activity is picking up; might be related to AFS 2025 release soon, or another important RNS? Offer up to 1.80 could indicate some pending buy orders.

IMO, we will have news soon and should be positive.

And if not mistaken, the figure on p.12 (20k annual income per machine) for Comm Laundry is also new; if just 100 CommL machines are installed in 2026 by the 6-7 industrial scale users that'd equate to 2mln income, enough to cover most fixed O/Hs.

From LinkedIn:

"Modern Water’s Microtox® CTM technology is helping to protect water supplies across Doha, automatically and simultaneously detecting a wide range of toxins including metals, pesticides, herbicides, chlorinated solvents, and industrial chemicals. In partnership with Avanceon Middle East & South Asia and Kahramaa, we’ve deployed 27 Microtox® CTM systems as part of a city-wide water safety programme — with PLANS for further expansion....."

"Our Executive Chairman & CEO, Bob Moore, will be attending the West & North Yorkshire Chamber of Commerce & Chamber International Trade Mission, 9‑14 November 2025. Modern Water has previously partnered to deliver a city-wide water safety programme in Doha, deploying 27 CTM systems with plans for further expansion. This project demonstrates the scalability of Modern Water’s technology and highlights our capability to support large-scale international partnerships in ensuring safe and reliable water management. We now look forward to exploring new partnerships in Saudi Arabia and Bahrain. If you’ll be in Jeddah, Riyadh, or Bahrain, let’s connect..."

Anybody noticed the new Presentation uploaded y'day? It's a bit more updated than the one from 1 month ago and it even has a RHobbs-branded microfilter.

https://xerostech.com/wp-content/uploads/2025/11/Xeros-Investor-Presentation.pdf

Seems shares are tightly held (closed at 0.93-0.85); shows how easily the SP will jump when we get market-moving news in the next few weeks; could be about the Cryptosp. mon. equipment, new sales in Qatar or MEast (Bod is joining a Yorkshire trade delegation next week to SArabia/Bahrein/UAE, as per the Co's LinkedIn), update on sales of LXs, FXs and SRBs etc. And - hopefully - a TUpdate in January about profitability. GLA, DYOR

Good to see it kept the 2p mark; this is the (2.02p to be exact) post-dilution SP so the market seems to accept that the whole 6mln of the new capital will be issued; this support - both retail and institutional - is very positive IMO as it indicates a lot of faith in XSG's future trajectory; how many AIM stocks can raise 6mln in this uncertain environment, and w/o crashing their stock price? Co now de-risked, fully funded for 12 months hence, new LT investors in, trading liquidity 'd increase (thus spreads 'd drop) and lots of significant news to come in the next few weeks/months about sales, agreements with OEMs etc.

GL to all Holders.

Thanks Jay; this means that RH will cover production cost probably for all stock ordered.

BTW, u can still buy at 2p in the open market, plus place your bid for the Retail Offer @1.75 by Tuesday AM.

I was referring to a standalone RNS b4 Xmas, as per page 7 (item 3 on the list) of the Presentation. "Brand Partnership" with RHobbs, whatever that means from a CFlow perspective i.e. do we sell to RHobbs on a credit basis, or do they give us shelf space without commitment?

https://xerostech.com/wp-content/uploads/2025/10/Xeros-2025-Interim-Results_IMC-V2.pdf

With the next RNS (Whirlpool-kind or Microfibre filter on sale), it seems that with this momentum we'll be hitting 2.50p - IMO

Can anyone think of any negative news, that could hit the SP in the next few weeks?

1.95-1.85, seems we are headed for 2p.

Today is 1 month from the 30 day (within) deadline of DNMNG taking over the mine; we'd get some news hopefully next week.

With II too; already put my bid in for 500k; seems that the InstInv have already chipped in their 3mln, it'd be nice to know what made them part their precious money :))

Seems SP is heading up; couldn't buy for less than 1.85p (and couldn't get a quote for +300k shares).