After years of technical progress behind the scenes, it appears themarket has finally started to recognise what many close to the sector alreadyknew — $NC6 may have already seen its low, and the conditionsare now in place for sustained upward momentum.
Here’s what’s changed — and why the opportunity is real:
Regulatory Tailwinds Are Now Locked In
The EU Ecodesign for SustainableProducts Regulation entered into force in July 2024, with textile-specific obligations beginning 19 July 2026.
Mandatory Digital Product Passports (DPPs) - A ban on destroying unsold clothing and footwearStrong compliance incentives for low-impact, circular materials This is not a forecast — it’s a timeline. The policy environment has fundamentally shifted, and materials that align with circularity and transparency will be in high demand.
Nanollose’s Nullarbor fibre is tree-free, water-free, and made via microbial fermentation. It is designed for circularity and is precisely the type of innovation regulators and major brands are now prioritising.
Fresh Capital, New Phase
The company has recently secured new funding and is entering its next operational phase with a sharper commercial focus. This gives it the runway to scale, form partnerships, and position itself strategically in a tightening regulatory market.
Sentiment Has Shifted
The stock has quietly bottomed. The fundamentals — combined with broadersector interest and policy clarity — suggest this is a business that has turnedthe corner.
From here, the risk-reward equation looks very different. As the 2026regulatory clock ticks down, the window for brands to future-proof their supplychains is narrowing — and so too is the window for investors to get positionedin enablers like NC6.
This is the phase where early alignment starts to matter. Nanollose is nolonger a science project — it’s a commercial solution whose time has arrived
From here, IMO it’s only heading north.
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