Atomera Incorporated (ATOM) Quote

Guess we’ll keep seeing dumping here for a bit… great

They renewed their ATM

24 Million cash is a concernHow so? Their projected burn rate (currently $4+ million/Q) which has also been their 'norm' for several years now, gives them approx 18 months cash. They are apparently confident enough of their odds of garnering significant revenue sooner rather than later as evidenced by their tapping of the ATM for only 163K shares @ $15.19 earlier this year for a measly (relatively speaking) $2.4 million. If cash was truly a concern, and they didn't expect revenue to come aboard for an extended time, they would've hit that ATM harder for more- and it would've been easy and a perfect opportunity, seeing that the SP was in the teens.

No, I don't think 'cash' is a concern at this time. I'm more inclined to think that their head-hunting/hiring of high tech personnel is the major hurdle they face given that it certainly sounds like they have several irons in the fire- working in many and increasing more projects/opportunities. Getting ST to sign that formal process qualification is the next goal imo- which Frank stated in the EC- they expect THAT to "be the next major milestone" revenue producer). And given that they only tapped the ATM for 163K shares tells me that they seem to be fairly confident of the eventual outcome of that expectation.

Technology is next level

24 Million cash is a concern

Holding from 3.50's

$ATOM

Looks like January '26 contracts are now available.

Great week Longs!

Lets get some real volume and news and we are off most people don't have the brain power to wrap their head around this company.

$ATOM

Where are the bears now LOL clown show shut those goons up real fast there stupid little bot and weak short pools from stock twits piss money accounts with retarded bots Lol grab the bull by horns and get it good!

$ATOM

Shorts are getting bent over and it's still early on the journey up blue sky breakout incoming!!

$ATOM

100% in a month shorts are underwater and they will endure more pain!

$ATOM

Boom. I take shorts to the poor house Clowns!

$ATOM

Hanging tough even with a RSI nearing 80 on the daily destroy the shorts!

$ATOM

she is getting ready to show and prove!

$ATOM

ATOM Loaded in the mid 3.00's when the sales guy bailed and everyone was crying. Disruptive companies turning the corner Atomera & SGMT shorts are toast!

$ATOM

During the earnings call Scott said something like, "the capital equipment company has a policy whereas its partners not use their name in press releases".  So the question is, should we expect to see the equipment company use ATOM's name, and if so, when?

That is huge imo and will have implications going forward as well me thinks

Built first ever MST-enabled GaN devices at Sandia and began electrical testing

https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/atomera-provides-first-quarter-2025-results-1023884

I went back to the filings of 2022- specifically 'Executive Compensation':

"Commencing in March 2022, Mr. Bibaud’s annual base salary increased to $406,000 with an annual bonus of up to 70% of his salary. Mr. Bibaud is eligible for participation in all other plans that we may establish from to time to time. Mr. Bibaud’s employment agreement entitles him to reasonable and customary health insurance and other benefits, at our expense, and a severance payment in the amount of 18 months of his base salary in the event of an involuntary termination of his employment."

The 2024 contract:

"If Mr. Bibaud’s employment is involuntarily terminated by us without “cause,” as defined in the employment agreement, or terminated by Mr. Bibaud for “good reason,” as defined in the employment agreement, we are required to pay a severance payment in the amount of 18 months of his base salary and related benefits and accelerate 18 months of vesting of his unvested stock options and other equity awards."

Notice the change this year:

"In other words, whereas the Original Agreement provided that Mr. Bibaud would be entitled to a severance payment upon a Change of Control, pursuant to the Restated Agreement a Change of Control alone will not entitle Mr. Bibaud to a severance payment and, in the event of a Change of Control, Mr. Bibaud will only be entitled to a severance payment in the event he is terminated without Cause (as defined in the Agreements) or he resigns for Good Reason."

For the record, my gut tells me that IF there were really a buyout/merger being contemplated, insiders and institutional players would be all over this imo. And following the release of this 8k (after hours), there was little action in the after hours. Doesn't seem 'typical' imo.

That said, it does seem unusual that they had to redo Scott's Employment Agreement with emphasis on the protecting of the company- the so-called 'double trigger'-

"...a Change of Control alone will not entitle Mr. Bibaud to a severance payment and, in the event of a Change of Control, Mr. Bibaud will only be entitled to a severance payment in the event he is terminated without Cause..."

A change of control AND he is terminated

What's going on?

8K filed today:
A merger or buyout in the offing? Seems odd as the original was filed just two months ago. Now they need to 'amend' it?

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On May 5, 2025, we entered into an Amended and Restated Employment Agreement (“Restated Agreement”) with our President and Chief Executive Officer, Scott A. Bibaud. We had entered into an Employment Agreement (“Original Agreement”) with Mr. Bibaud dated March 3, 2025 and the Restated Agreement restates and thereby supersedes the Original Agreement.

The only substantive change to the Original Agreement made by way of the Restated Agreement is to delete Section 1.1(i)(v) from the Original Agreement. Pursuant to Section 1.1(i)(v) of the Original Agreement, a Change of Control (as defined in the Original Agreement and Restated Agreement, or the “Agreements”) of Atomera was included among those events that would constitute Good Reason (as defined in the Agreements). The practical effect of the deletion of Section 1.1(i)(v) is to change Mr. Bibaud’s severance payment upon a Change of Control from a so-called “single trigger” to a “double trigger.” In other words, whereas the Original Agreement provided that Mr. Bibaud would be entitled to a severance payment upon a Change of Control, pursuant to the Restated Agreement a Change of Control alone will not entitle Mr. Bibaud to a severance payment and, in the event of a Change of Control, Mr. Bibaud will only be entitled to a severance payment in the event he is terminated without Cause (as defined in the Agreements) or he resigns for Good Reason.

A poster on 'twits' apparently hit up A.I. for an explanation for the revision that was originally put out less than two months ago-



Another poster stated that he sent it to a CEO friend of us for an opinion. The CEO's opinion was this:

Yeah, who knows.  From what I'm assuming are actually Shawn's comments, it does appear he left under good terms.  Then again you don't want to burn any potential bridges, so playing nice is a standard practice in these situations.  

I'm not following your question.I was just wondering if Atomera had been 'forced' into seeking an alternative to re-filling Shawn's position because Shawn had given his notice/intention to move on? Or, (imo, this makes more sense) had Atomera been working on this agreement for some time and Shawn saw that if it succeeded, he might be replaced with the larger company's marketing guru? It was Shawn's statement "I know it was a lot of hard work"- implying that Atomera had been working on it for some time that leads me to believe that Shawn was well aware of this possible outcome for an extended period of time... therefore, like you said, 'his work was done'.

Whether or not it had anything to do with his departure is strictly conjecture and just rabbit-hole thinking on my part while we wait for Atomera to pull off something substantial. 🤔😀

I'm not following your question.  Are you asking, "Was Shawn a hindrance, or did he leave because his 'work was done'?"

From 'twits':
Atomera’s Strategic Partnership Signals Breakthrough for Semiconductor Innovation

Charles HayesMonday, Apr 28, 2025 10:57 pm ET
25min read

Semiconductor innovator Atomera Incorporated (NASDAQ: ATOM) has taken a significant step toward commercializing its proprietary Mears Silicon Technology™ (MST®) with a newly announced agreement to partner with a global leader in chip fabrication technology. The collaboration, revealed on April 28, 2025, aims to accelerate MST’s adoption in advanced manufacturing processes, addressing critical industry challenges such as yield improvements, power reduction, and cost efficiency. This partnership positions MST as a key enabler for next-generation technologies like AI, 5G, and advanced server chips, while creating a strategic “win-win-win” dynamic for Atomera, its partner, and semiconductor customers.
The MST Advantage: A Quantum Leap for Chip Manufacturing

MST is a quantum-engineered material designed to enhance transistor performance, reduce power consumption, and shrink chip sizes on silicon wafers. Unlike other nanoscaling technologies, MST is compatible with existing semiconductor manufacturing equipment, making it a low-risk, cost-effective upgrade for chipmakers. The partnership with the unnamed capital equipment leader focuses on refining MST’s integration into advanced node production processes, particularly for next-generation transistor architectures like Gate-All-Around (GAA) designs—such as RibbonFET and Nanosheet transistors—that are critical for high-performance computing and AI applications.

“The collaboration combines MST’s material innovation with the partner’s manufacturing expertise to address scalability and efficiency demands,” said Scott Bibaud, Atomera’s CEO. By leveraging the partner’s global salesforce and customer relationships, Atomera aims to fast-track MST’s adoption, while the equipment provider benefits from increased demand for its tools as chipmakers invest in MST-enabled processes.
Analyst Perspective: MST’s Role in the AI Era

Industry analyst Jim McGregor of TIRIAS Research emphasized the partnership’s potential to drive semiconductor innovation during a pivotal moment for AI. “MST’s implementation on leading-edge equipment could enable more efficient chips with minimal risk, particularly during the industry’s transition to GAA architectures,” he noted. By improving transistor performance and reducing power leakage, MST could help chipmakers overcome bottlenecks in advanced node fabrication, accelerating the timeline for high-performance AI chips and 5G infrastructure...

....Conclusion: A Catalyst for Long-Term Value

Atomera’s collaboration with a chip fabrication leader represents a pivotal milestone in MST’s journey to commercialization. By addressing critical industry pain points, MST could unlock significant value for semiconductor customers while driving demand for the partner’s equipment and Atomera’s licensing revenue. With a robust patent portfolio, a growing pipeline of applications, and analyst optimism, the partnership sets the stage for Atomera to emerge as a key player in next-generation semiconductor materials.

While near-term financial hurdles remain, the strategic alignment of MST with advanced transistor architectures and AI-driven demand suggests a compelling long-term investment case. As the semiconductor industry pivots toward smaller nodes and higher performance, Atomera’s MST technology is well-positioned to capitalize on this transition—a development that could redefine its valuation and trajectory in the years ahead.

So the question remains, as I stated on the 'twit' site, was Shawn's departure the
reason for this agreement, or was it the other way around. Shawn's comment
seems to suggest that this had been in the works for some time- perhaps then Shawn
saw the writing on the wall as it were?

I'm considering this as progressSame here.
Atomera NEEDS to gain footing and traction and this appears to be a catalyst and
maybe get this party started ??

it's not coincidental this news is coming one week before Scott has to face the shareholders againAnd that point has been made by MANY on the 'twits' site.

As has been the norm, we continue without specifics, so we continue with the guessing and hypothesizing...

And that's why being a shareholder is so frustrating, and I've only been one for a couple of years.

As others have rightly pointed out; how will this affect their royalty/revenue model(s) going forward?

This might be the only way to revenue? We're in the dark as shareholders and really have no clue to what is really happening. I'm considering this as progress and hopefully they finally announce some deals soon!

kt

I agree with your points. Additionally, my instinct tells me it's not coincidental this news is coming one week before Scott has to face the shareholders again.  

Definitely a different direction for Atomera. Going it alone was not working as evidenced by Shawn's departure. As others have rightly pointed out; how will this affect their royalty/revenue model(s) going forward? In other words, how big of a ding are they/we going to take in revenue now that we are "sharing". Granted, partnering with a 'big' player offers us the advantage of taking less per unit, but perhaps making it up in potential increased volume. As has been the norm, we continue without specifics, so we continue with the guessing and hypothesizing...

I can't help but feel that we are al least making progress- I'm just hoping this sharing arrangement (i.e., resources dilution) still offers us a moonshot of some sort 🤑😁

https://ih.advfn.com/stock-market/NASDAQ/atomera-ATOM/stock-news/95924290/atomera-announces-agreement-with-leading-capital-e#google_vignette

Atomera Announces Agreement with Leading Capital Equipment Company to Bring Innovative Materials to Market

Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, today announced a strategic marketing agreement with a global leader in chip fabrication technology aimed at accelerating the adoption of Atomera’s Mears Silicon Technology™ (MST®) for next-generation technologies, such as AI, 5G and other advanced electronics.

Under this agreement, the two companies will work together to perfect the implementation of Atomera’s MST technology on the capital equipment provider’s cutting-edge machinery, to solve some of the critical challenges being faced in the semiconductor industry today. Contributing both their resources, the two companies will provide solutions that are both more targeted and more mature, enabling faster adoption and smoother integration into advanced node production processes. This collaboration is focused on providing customers with access to MST – a quantum-engineered advanced material – which improves yields, and shrinks chip sizes on wafers, reducing power and lowering production costs. Being able to bring solutions to market more quickly offers significant benefits to customers and the semiconductor industry as a whole.
“MST is recognized throughout the industry as a flexible, cost-effective solution for many different market segments,” said Scott Bibaud, President and CEO at Atomera. “Through this collaboration, Atomera can leverage the capital equipment company’s extensive salesforce and strong relationships with chipmakers to accelerate time to production. While Atomera’s material technology provides solutions to some of the most difficult challenges that leading edge customers are facing—it also drives the demand for our partner’s capital equipment tools, resulting in a real win-win-win situation.”

“The collaboration in materials and manufacturing equipment is critical to support the rapid semiconductor innovation in the AI era. The ability to leverage Atomera’s MST on the equipment of an industry-leading semiconductor vendor will allow for more efficient chips with minimal risk,” said Jim McGregor, Principal Analyst at TIRIAS Research. “While the collaboration will benefit everything from embedded/IOT to advanced server applications, the greatest benefit may be with the upcoming transition to Gate-All-Around (GAA) transistors, also referred to as RibbonFET and Nanosheet transistors.”

Atomera to Announce First Quarter 2025 Financial Results and Host Webinar on Tuesday, May 6, 2025

April 22, 2025

LOS GATOS, CA / ACCESS Newswire / April 22, 2025 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, announced today that it plans to release its first quarter 2025 financial results after the market closes on Tuesday, May 6, 2025.

The company will host a live video Zoom webinar at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on Tuesday, May 6, 2025, to discuss the results. The live webinar can be accessed through Atomera's investor relations website at https://ir.atomera.com. A replay of the webcast will be available for 12 months.

Ouch! The natives are restless....

(Backstory)- two three weeks ago, there was an article ?TipRanks (I don't recall just who at the moment) about the author querying GROK (AI)
about Atomera/MST. The results were compelling- so much so, that Scott was made aware of it and it is now a Blog post on the website. Scott posted
about this on his LinkedIn page a week or so ago. This is what the current poster is referring to in this LinkedIn response:

Noticed this the other day-

In all the time (years) I've owned this, I've never seen anyone but (Richard) Shannon cover ATOM. The latest report, however, is someone named Greg Palm.
Shannon got tired of all this BS too?

Makes me wonder who'll do the Q&A during the next CC 🤔

yup, first thing I did was check Shawn out and where the comments and likes came from.

I agree with a ST poster who said this yesterday- Why didn't Scott get out in front of this?
Communication from this company and its leadership is the pits...🤬

Good point

Or is "adoption" used so loosely here, he's meaning, "adoption into their R&D".

That's how I read it too.

Annual Report to Security Holders released this morning-- ARS

Last paragraph of Scott's opening statement:

In 2025, we see continued good structural market conditions to encourage the R&D efforts our customers
need to pursue to adopt MST. The automotive and industrial markets seem to be bottoming out and green
shoots are in sight for later in the year. We believe this is an excellent market environment for further
adoption of Atomera’s technology, which will facilitate our growth as a world-class semiconductor
materials licensing business.

My question is: ...further adoption of Atomera’s technology ????? Who was or is the first to 'adopt'????

Ahh, vaguely remember some of that now. Thanks.  

He's a stock/market analyst (Fox Business, CNBC, Yahoo, X, and etc.,) who, a couple of years ago was touting ATOM as " the best asymmetrical bet in the entire market."
He then disappeared from the scene joining (becoming President and Chief Market Strategist) MDB Capital Holdings or something like that. He's still on Fox but has since dropped his Disruptive Tech Research thingy which was behind ATOM's original glory pump time. He suddenly stopped talking about ATOM without explanation right after joining MDB.

He hasn't said boo since then- (about ATOM) and has been ridiculed by tech investors (across the board) since...

Who is he, and what's his relationship to ATOM?

Found on another site. Wasn't even sure he was still around 🤔

You are correct. The earnings CC was a disaster for anyone wanting anything other than sunshine.
The STMicro deal just got pushed back 6 months, so on schedule was a big rounding error and a maybe in 2026.

Scott was full of hope then a new analysts came on and asked about the nothing concrete still? Scott was really frustrated and I stopped listening.

He’s still blowing sunshine unfortunately. 😒

"Conversations with the 'potentially transformative' client have stalled."

Speaking of Shawn Thomas: - he's been promoted:

Shawn Thomas was appointed to serve as our Vice President of Marketing and Business Development

"On January 22, 2025, Shawn Thomas was appointed to serve as our Vice President of Marketing and Business Development. Mr. Thomas commenced his employment with Atomera in July 2024 and served in the area of marketing and business development under the direction of our President and Chief Executive Officer. On January 22, 2025, we elevated Mr. Thomas to an executive officer position with principal responsibility for marketing and business development.



From 2020 to 2024, Mr. Thomas served as Senior Director at Applied Materials, where he led development within the epitaxy business unit, with a focus on advanced node customers, a key area of interest for Atomera. Prior to his tenure at Applied Materials, Mr. Thomas was Director of Thermal Processes and SOI R&D at GlobalWafers from 2012 to 2020 focusing on 200mm and 300mm silicon-on-insulator substrate development. He has also held leadership and engineering roles at ASM and Motorola, respectively.



Mr. Thomas is paid a base annual salary of $300,000 and is eligible to receive an annual bonus of up to 40% of his base salary based on his satisfaction of certain performance conditions established by the compensation committee of our board of directors. On July 25, 2024, in connection with his commencement of employment at Atomera, we also granted Mr. Thomas options to purchase up to 166,784 shares of our common stock at an exercise price of $3.50 per share. The options vest and first become exercisable over four years in equal quarterly installments, with a one-year cliff. Mr. Thomas’ employment terms also include standard health and vacation benefits. In connection with his employment, Mr. Thomas entered into an intellectual property assignment and confidentiality agreement that is customary in our industry."

Just speculating on the spike in volume and price. Maybe some of that sunshine Scott has been blowing is actually going to be actual news, soon.

This is probably the most interesting new news from Oct 29
Richard Shannon -- Analyst

OK. Great. Thank you, Mike, and thanks, Scott and Frank, for taking my questions. Let's see here.

I guess my first one is for Scott here. You made very interesting statements in your prepared remarks about in-active conversations, and I've probably got the language wrong here, but a transformative situation. Maybe you could just give us a little bit more detail on exactly what this means. Any idea on technology area? Sounds like it could be a number of months before it closes.

Sounds complex, but maybe give us a little bit more detail there. I'll probably have a follow-up.

Scott A. Bibaud -- President and Chief Executive Officer

Yeah. So, what I mean by transformative, I guess I would say this is a large customer with very significant revenue potential that could really, if we get into production with these guys, will provide a really interesting financial position for us. Just if you look at our business model and the potential for high gross margin revenue, if we can work with a company that is very large and could deliver high revenue, then that will certainly be very, very compelling for us. We feel great about business there, and we've been working with them for some time.

As we've said in the past, we don't give proposals to companies unless we've been working together for quite a while, and we have a meeting of the mind that it makes sense. This is one of those proposals that we've had outstanding before, and now we've gotten into active negotiations. I can't really say much about the segment they're in, or the timing. But I can say that it's something we're quite excited about.