Sol Zelman's questions to Nano Dimension Ltd (NNDM) leadership • Q3 2024
Question
Sol Zelman inquired about the risk of activist shareholder Murchinson derailing the pending acquisitions of Desktop Metal and Markforged if they succeed in installing two directors on the board, and also asked for more details on the CFIUS regulatory process.
Answer
Executive Yoav Stern explained that the CFIUS process is a standard regulatory review that is nearly complete for Desktop Metal and expected to be efficient for Markforged. Regarding the activist threat, Stern downplayed the risk, stating that two directors would be a minority on an eight-person board and could not legally derail deals that are already signed and committed. He expressed confidence that the transactions would proceed as planned, despite his general cautiousness about unexpected events.