Highlights

  • Dotz secured commitments for a A$2 million Placement of 125 million shares priced at A$0.016 each.
  • A non-binding term sheet covers buying the GridFeed solar platform from PRF Technologies for US$1 million.
  • Finnish carbon removal firm Soletair Power signed a EUR 600,000 sorbent Supply agreement running over 24 months.
  • ChillerAI gained a reseller partner, a Cyprus shopping centre pilot and a hotel group memorandum of understanding.

DOTZ Nano Ltd (ASX:DTZ) has paired fresh Capital with a proposed acquisition, announcing on 30 October 2026 a A$2 million placement alongside a non-binding term sheet to acquire the GridFeed solar and grid analytics platform. The moves extend a push that has shifted the advanced materials company towards AI-driven energy savings, while its carbon capture sorbent recorded a first supply agreement in September.

Dotz operates two arms: Dotz Tech, which develops carbon nanomaterials for authentication and carbon capture, and Dotz Energy, which sells shared-savings energy efficiency solutions to hotels, commercial buildings and industrial sites.

Placement Priced at a Discount to Fund Growth Plans

The placement comprises 125 million new shares at A$0.016, a 27.3% discount to the pre-halt close of A$0.022. Tranche 1, worth about A$1.64 million, is due to settle on or about 10 November 2026. Tranche 2 involves PRF Technologies subscribing US$250,000, or about A$357,143, subject to GridFeed completing and Shareholder approval.

Investors are also set to receive one free unquoted option per placement share, exercisable at A$0.03 within two years, subject to approval at a general meeting expected in December 2026. Funds are earmarked for the GridFeed transaction, Dotz Energy deployment, the ChillerAI rollout, Business development and working capital.

GridFeed Deal Structured Around Deferred Instalments

GridFeed is a software platform for solar and grid performance monitoring, analytics and optimisation, owned by Nasdaq-listed PRF Technologies. It currently has one pilot customer generating about US$70,000 in annual recurring revenue.

Dotz would pay US$1 million in cash through 21 equal monthly instalments starting three months after closing, with no upfront payment and no shares issued as consideration. Title would pass to Dotz once US$650,000 has been paid, and three PRF employees would transfer at completion. Definitive agreements are due within 90 days, and completion depends on due diligence, approvals and consents.

ChillerAI and Sorbent Contracts Build a Commercial Base

ChillerAI is the company's AI-based chiller optimisation product for large buildings. In September 2026, Dotz signed a letter of intent with Eneriqs AI covering a proposed technology licence and an option over Eneriqs assets, along with a reseller and revenue-share agreement with Bridgeford Group. That agreement targets about 25 building contracts within 12 months, with indicative joint annual Recurring Revenue of about A$750,000, a non-binding target rather than guidance.

A 12-month ChillerAI pilot is under way at MyMall in Limassol, Cyprus, and a memorandum of understanding signed with Thanos Hotels on 14 October 2026 covers assessing three hotels. Separately, Soletair Power agreed in September to buy EUR 600,000, about A$960,000, of sorbent for its direct air capture systems.

Next Steps Hinge on Completion and Customer Conversion

Management has named closing and integrating GridFeed, deploying ChillerAI, converting prospects into customers and managing costs as its priorities, while noting that outcomes depend on transaction conditions, customer adoption and funding. Eran Nachlieli became chief financial officer on 1 November 2026. Shares were unchanged at A$0.018 on 2 November 2026, giving a Market Capitalisation of A$14.13 million, and were down 69.49% over 12 months.