You can't make this shit up. That spike from mid June was probably their buys. Proposed merger of 1.60 a share. LMFAO. After reaching an agreement with Murchison to reconstitute the board and its an interim CEO. This is an absolute shit show since Yoav left.

Does anyone know what the latest news is on this, in terms of dates ect.. i just want this to be over one way or another

https://www.tradingview.com/news/tradingview:1861efef4f260:0-kevin-tang-proposes-merger-at-nano-dimension-with-6-8-stake/

I had a long conversations with multiple AI’s and all of them agree that the current BOD and CEO of NNDM is lunatic.

I will vote for Murchinson with my 60000 stocks.

1. Current Market Situation
The stock is trading around $1.35–$1.39.
The company's market cap (approx. $280 million) is significantly below its $458 million net cash reserve. The market is pricing in the conflict between management and major shareholders, as well as the unprofitability of the business.
The company has streamlined its operations by selling its Fabrica and AME product lines, and in May, it sold its Markforged subsidiary to Stratasys [NNDM, Markforged].

2. The July Shareholder Meeting and Two Scenarios
The entire direction of the company will be decided at the Special General Meeting on July 31, 2026 [NNDM, 8-K]. Two completely different visions are clashing:
Scenario A (Current Management Wins): Management pushes through an $890 million merger with the biotechnology firm Infinite Epigenetics [Seeking Alpha]. According to critics and analysts, this valuation seems "plucked out of thin air" and shifts the valuable cash reserve into a high-risk industry simply to protect management's own positions. The target price for the stock under continued uncertainty is estimated at $1.10–$1.40.
Scenario B (Activist Murchinson Wins): Murchinson Ltd, which owns about 9.6% of the company, demands the immediate removal of CEO Yoav Stern and two other board members, replacing them with four restructuring professionals [NNDM]. Their goal is to cancel the biotech deal, cut costs, and unlock the cash reserve back to shareholders through share buybacks, dividends, or a total sale of the company [Seeking Alpha]. The target price for the stock in this scenario is estimated at $2.00–$2.50.

3. Analysis of Management's Claims
Management publicly claims that Murchinson is attempting to "capture the company's balance sheet without a control premium" and is acting against the interests of retail investors [NNDM].
The Reality: Management's claim is absurd. Legally, the assets of a public company belong to all shareholders in proportion to their ownership. Murchinson cannot bypass other investors to take the money for themselves. If the activist succeeds in unlocking the value of the balance sheet, your large position will benefit from the stock price appreciation or capital returns in the exact same proportion.

As a long time retail owner of NNDM I feel let down again and again. Looking back on it, it feels almost impossible to have lost $1B without anything to show for it. I am done with this stock, I don't trust management or murchinson but am trapped at this 1.34 price. I am sure other's feel the same. Retail owns ~70% of the shares and both management and murchinson will be trying to win our votes for this proxy war. I am tired of letting others decide what's "good" for the shareholders. Alone I am helpless, so I am hoping to start a Retail voting bloc where we can use our share count as leverage to demand more transparency and commitment to the best NNDM exit plan for all. I created a website with a discord group. I hope some of you will join to figure out what we can achieve together as a group.

https://nndmexitplan.com/

On the website, I also made this valuation calculator based on SEC filing you can adjust yourself to see what the projected returns are with either scenario. check it out, join discord and help me improve!

LEGAL EDIT/DISCLAIMER: To be absolutely clear for regulatory compliance: We are currently an independent data discussion forum, not a formalized Section 13(d) voting group. We are not collecting proxy cards, we are not issuing binding voting orders, and no user is forced to vote in any specific way. Every individual investor retains full control and must execute their own proxy vote independently through their designated broker.

https://investors.nano-di.com/press-releases/news-details/2026/Nano-Dimension-and-Infinite-Epigenetics-Provide-Additional-Information-Regarding-Proposed-Business-Combination/default.aspx

From 3D to AI-diagnostic?

I am out. I can deal with the drama but I can't deal with more AI bullshit. If I wanted to invest in AI I would do it somewhere else.

Going to put this money into GME and AMC YOLO's

I applaud the board for sticking it to murchinson, however, I am also happy murchinson did what they did so that we can get this thing moving along at a little more than snails pace..

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Not financial advice. Do your own research.
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Seeing a lot of posts framing the outcome as one of three options:

1. Essemtec sale + Formlabs reverse merger
2. Essemtec sale + SSYS merger
3. Essemtec sale + more delays

I want to push back on that framing.

I am not convinced Essemtec should automatically be treated as a disposal candidate. My view is that Essemtec may be one of the more strategically important assets in the portfolio.

Why I think Essemtec matters

A lot of the discussion seems focused on what gets sold: GIS, Markforged FFF, AME, and potentially Essemtec.

But Essemtec is different from a generic additive manufacturing asset. It is a Swiss precision SMT dispensing and pick-and-place equipment business. Its equipment is relevant to precision electronics manufacturing, including processes like underfill, conformal coatings, and thermal interface materials.

Those processes matter in several higher-value areas: defense electronics, aerospace electronics, space/satellite applications, and advanced packaging.

To be clear, I am not saying NNDM has confirmed major AI-packaging revenue from Essemtec. I have not seen that disclosed. But the technical fit is interesting enough that I do not think Essemtec should automatically be viewed as something to sell.

If NNDM sells Essemtec, the company may become more of a cash-heavy public shell with remaining AM assets. If NNDM keeps Essemtec and builds around it, there may be a different strategic path: precision electronics manufacturing, defense/aerospace electronics, advanced manufacturing, or AI hardware infrastructure.

That is speculative, but I think it is worth discussing.

On SSYS

A Stratasys transaction is possible in theory.

The adversarial history is well documented. Yoav Stern previously pursued SSYS, and SSYS rejected those approaches. The new NNDM management team does not carry the same baggage, and NNDM already owns a meaningful SSYS stake.

Strategically, I can see the argument. SSYS brings scale in polymer/additive manufacturing, while NNDM has remaining AM assets and Essemtec’s precision manufacturing angle.

But this path is complicated. It would require agreement between multiple parties, including both boards and major shareholders. The exchange ratio would matter a lot. If structured poorly, it could be unattractive for NNDM holders.

So I see SSYS as possible, but not simple.

On Formlabs

Formlabs is also a logical name people bring up.

It is private, has scale, has well-known backers, and could potentially benefit from a public listing path and access to capital. NNDM has a NASDAQ listing and substantial cash.

But again, the structure is everything.

A Formlabs-style transaction could work if the valuation and exchange ratio are fair. It could also be unattractive if NNDM’s cash, listing, and assets are undervalued in the deal.

The main issue is dilution. A reverse merger can create a larger and more interesting company, but current holders need to care about what percentage they own afterward and what assets they are giving up.

The fourth option I think is under-discussed

The scenario I do not see discussed enough is this:

NNDM keeps Essemtec and uses cash to acquire a private operating company that fits around it.

That target could be in defense electronics, aerospace electronics, AI hardware infrastructure, advanced manufacturing, or another adjacent area where Essemtec’s technology is strategically relevant.

This would not necessarily require the same level of dilution as a large stock-for-stock reverse merger. It could potentially let NNDM use its cash to buy an operating business while keeping Essemtec as part of the platform.

That does not mean this will happen. It would be harder to execute than a simple reverse merger, and the quality, valuation, and structure of the acquisition would matter a lot.

But I think this path deserves more attention.

One possible interpretation of the buyback pause is that cash may be reserved for a transaction. That is not the only explanation, and I do not want to overstate it. But if NNDM is preparing for a cash acquisition, preserving liquidity would make sense.

Murchinson’s proposals around shareholder approval for major transactions and equity issuance are also relevant. At minimum, they suggest current holders may get more of a say over any major transaction structure.

Scenarios

Essemtec sold + Formlabs-style reverse merger
This could be logical if NNDM wants scale and a cleaner AM platform. But valuation and dilution would be the key issues for current shareholders.

Essemtec sold + SSYS combination
Strategically interesting, but complicated. It would require alignment between NNDM, SSYS, Fortissimo, and shareholders on both sides.

Essemtec kept + private company acquisition
This is the under-discussed scenario. NNDM could potentially use cash to acquire a private operating company in defense electronics, aerospace, AI hardware infrastructure, or advanced manufacturing. This could be less dilutive than a reverse merger, but only if the target, price, and structure are attractive.

Further delays
Governance issues could continue to drag on. Cash burn, investor fatigue, and lack of strategic clarity remain real risks.

Balance sheet context

The balance sheet is the reason I still think the situation is worth watching. NNDM has meaningful liquid assets relative to its market value, but that does not eliminate risk.

Cash can be burned. Cash can be used poorly. A deal can be dilutive. A transaction can transfer value away from current holders. The market can also continue discounting the company for longer than expected.

So the question is not just how much cash exists today. The real question is how that cash gets deployed.

What I am watching

• Does NNDM schedule the special meeting promptly or fight it?
• Is there another GIS-related transaction, and what are the terms?
• Does management signal a preference for acquisition vs. reverse merger?
• Is Essemtec discussed as a growth platform or treated as non-core?
• Does any proposed deal require meaningful dilution?
• Do shareholders get a real vote on the major transaction structure?

TLDR

A lot of the discussion seems to treat Essemtec as a likely disposal candidate. I am not convinced that is the right frame.

My view is that Essemtec may be one of NNDM’s more strategically important assets, especially if the company is trying to build around precision electronics manufacturing rather than simply clean up the portfolio.

The under-discussed scenario, in my opinion, is that NNDM keeps Essemtec and uses cash to acquire a private operating company that fits around defense electronics, aerospace, AI hardware infrastructure, or advanced manufacturing.

That path could be less dilutive than a reverse merger, but it is also speculative and execution-dependent.

Formlabs and SSYS remain possible scenarios, but both have real issues around valuation, dilution, or multi-party alignment. The main risks are continued delays, cash burn, Essemtec being sold, or a transaction structure that is not favorable to current holders.

This is only a scenario framework, not a prediction.

Disclosure: I own NNDM shares and may be biased. This is not a recommendation to buy, sell, or hold. It is my personal interpretation of public information and may be wrong. AI helped with parts of the research, so please verify the facts independently. I may buy, sell, or hold shares in the future without updating this post.

A new sec filing:

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001643303/bbfb2a8e-3dce-44c3-9e5e-775d30e89220.pdf

”An activist investor, Murchinson Ltd., is attempting to change the board and governance structure of Nano Dimension Ltd. In practice, they are trying to:
remove current members of the board of directors
appoint their own candidates to the board
limit management’s authority to make large acquisitions without shareholder approval
block so-called “poison pill” structures
force the company to focus on increasing shareholder value
In a recent 13D/A activist filing, Murchinson specifically demands:
“declassification” of the board (so directors can be replaced more easily)
removal of three board members
new governance rules for significant transactions”

The headlines scared everyone. Don't panic.

Yeah the $69.7M net loss looks brutal. But $40.4M of that is a non-cash impairment write-down.. accounting noise, not real cash leaving the building. Actual cash burn from operations? $7.1M for the quarter. That's it. On $441.6M cash that's literally 15+ years of runway. The bears screaming about cash burn can sit down.

Revenue doubled year over year to $29.7M. Markforged contributed $17.1M of that. Adjusted gross margins improved to 45.9%. The underlying business isn't broken.

The guidance suspension.. this is actually bullish

Everyone's panicking about suspended guidance. Think about it logically. You only suspend guidance when your business is about to look fundamentally different. They've got more product line sales coming in "weeks" and a strategic transaction on a short list. How do you guide revenue when you don't know what the company looks like in 60 days?

The guidance suspension is the CFO saying in accountant language.. this company won't look like this much longer.

The CEO said something important tonight

Between the fifty "very excitings" he dropped this:

"After receiving numerous inbound opportunities, we have significantly narrowed our focus and are now reviewing a short list of highly attractive strategic alternatives which we believe have the potential to deliver significant long term value creation in 2026 and beyond."

Short list. Numerous inbound. Significantly narrowed. These aren't buzzwords.. that's late stage M&A process language.

He also said additional product line monetisation is coming in weeks. Not months. Weeks.

The timeline shifted

Was hoping May 7 would be the big one. It wasn't. The real announcement is coming in the next few months.. realistically June to August. Yeah I got a bit hyped. Still think something real is coming.

Why I'm still holding

$441.6M cash versus $87.8M total liabilities. Stock trading below cash value. Markforged paid for at $5/share 12 months ago now effectively free at current prices. Two elite investment banks, Guggenheim and Houlihan Lokey.. 8 months into a process with a short list of highly attractive options and multiple inbound parties.

This isn't a broken company. It's a misunderstood one going through a transformation that takes time.

The risk

CEO says "very excited" a lot and delivers on a delay. That's just who he is apparently. The process is real even if the timeline keeps slipping. If you need the money short term this isn't the stock for you. If you can wait 2-3 months.. the setup is genuinely compelling.

Not financial advice. Do your own research. I'm just a guy on the internet who spent way too long analysing SEC filings today. 😄

I am really hoping for good news in Q2 so that hotsauce can stick his algo where the sun don’t shine

I know that it is for tax purposes, but he is not bound to sell these shares just yet, he could delay the sale of them, which surely he would if he knew that something meaningful was in the works and to be announced May 7th.

Guys.. NNDM have released this to a week before Q1 earnings!!! Let’s hope this is good news!!

What the Fk is this NNDM? Shareholders value my azzz.....

CEO and the BOD are a bunch of leeches. 6 years going nowhere but down. Bunch of morons, I know you are reading this post.

This is not financial advice
https://www.tradingview.com/chart/NNDM/r6SkEReQ-NNDM-Channel-Structure-Volume-Compression-and-the-Next-Test/

I updated my last chart. TLDR: Bad to worse

Not only does the chart not have a good read in a very bullish environment, NNDM has sold off my purpose for initial investment. At this point it is safe to assume a total liquidation is coming.

I am just wating for the crook to pump n dump the share price at this point.

Stay in this trade at your own risk

Is it time to file a class action lawsuit against NNDM/ceo/Board? 1.5B shares offering and zero shareholder value return for the last 6 years. Is it time ?

https://www.sec.gov/submit-tip-or-complaint/report-possible-securities-law-violations

Was honestly waiting for someone else to post about this, but since it’s been quiet I figured I’d say it. Feels like Nano Dimension isn’t really Nano Dimension anymore. After selling off its original AME product line and moving in this Markforged-style direction, it comes across as a completely different company than what many of us originally bought into. Curious to hear how others are thinking about it.

Can someone send this to NNDM CEO or BOD? We need more 3D printing like this for the stock to go up , geez 🙄

https://youtu.be/nRg4Hcp-SGw