Applied Graphene Materials Share Discussion Threads

[metier9] 20/11/2013 13:18

I wonder if they will never get to 50 ton production and another company just buys them out or if as they mentioned licensing the manufacturing process instead?

[eezymunny] 20/11/2013 13:03

Errr...STGR produce graphite and AGM do NOT use graphite in the production of Graphene!

[beeezzz] 20/11/2013 11:56

www.proactiveinvestors.co.uk/companies/news/63418/applied-graphene-materials-makes-premium-aim-debut-63418.html

What do think N3T....Worth a punt...few years before we see profits. May wait for the froth to settle.

This company may benefit from AGM.....STGR

[n3tleylucas] 19/11/2013 08:50

I've been looking hard for an article with some real depth on AGM, its history, processes and ambitions. Number 8 link in the header is it, it's from Sep 2011, when "they" were still at the Uni, it's long, but it's the best read for anyone interested.

[n3tleylucas] 18/11/2013 09:00

The Financial Times
November 18, 2013 12:01 am
Graphene producer's IPO oversubscribed
By Chris Tighe

The initial public offering of Applied Graphene Materials, a Durham University spinout, has been more than two times subscribed, indicating strong investor interest in the potential commercial exploitation of the so-called miracle material.

Since Graphene was isolated by scientists at Manchester University in 2004, it has attracted worldwide commercial and academic interest for its high-performance electrical, thermal and mechanical properties, triggering international competition to take advantage of the discovery.

AGM has developed a proprietary process for the manufacturing of high purity graphene nanoplatelets which, it says, enables it to produce the material cost efficiently and on a commercial scale.

It is seeking investment, though its IPO, to increase the capacity of its Teesside plant from one tonne of graphene to eight tonnes per annum over the next 18 months, so it can accelerate commercialisation with blue-chip partners.

The company was founded by Karl Coleman, professor of inorganic chemistry at Durham University, and spun out in 2010. It had hoped to raise £10m through its flotation, but strong institutional interest meant it could have raised more than twice that.

It is set to raise £11m at 155p per share when it floats on Aim on Wednesday, which would value the company's equity at £26.2m.

AGM owns the intellectual property behind its process, which it says is based on sustainable, readily available raw materials.

Post flotation, Professor Coleman will have a 10 per cent stake. IP Group, an investor specialising in patent-based businesses, has reinvested and will hold 20 per cent. Two key northeast based funds, managed by IP Group and Northstar Ventures, have also retained stakes worth 14 per cent and 10 per cent. N+1 Singer is nominated adviser and sole broker to AGM.

AGM is the second Durham University spinout within weeks to float on Aim. Last month, Kromek, a world leader in materials identification using X-ray and gamma rays, raised £15m at 51p per share in an oversubscribed fundraising which valued its equity at £55m. The shares closed on Friday at 69p.

[mpilot] 18/11/2013 07:38

Thanks for getting this thread underway.

Interesting new Company in a cutting edge environment.

[n3tleylucas] 18/11/2013 07:24

EXPECTED ADMISSION DATE : 20 November 2013

16,890,458 Ordinary Shares of 155p

New capital to be raised : £11.0 million

Market capitalisation on admission : £26.2 million

SIGNIFICANT SHAREHOLDERS;

IP2IPO Limited : 20.4%
North East Technology Fund LP : 14.5%
North East Finance (Subco) Limited : 10.4%
Professor Karl Stuart Coleman : 10.2%
University of Durham : 7.3%

[n3tleylucas] 14/11/2013 06:46

'By moving from systems that used transition metal catalysts along with hydrocarbon gases – such as methane mixed with hydrogen – to alcohols as the source of carbon and simple alkoxides, we found it worked extremely well, giving us pure layers of graphene,' he says. 'Not only that, it didn't just make tiny flakes of the material – we found we could scale the process up and make more significant amounts of the material.'







Applied Graphene Materials has developed a proprietary "bottom up" process for the production of high specification graphene. Applied Graphene Materials owns the intellectual property and know-how behind this process. We provide dispersion and product integration expertise, to deliver solutions for a wide range of applications.

Applied Graphene Materials was founded by Professor Karl Coleman in 2010, with its operations and processes based on technology that he initially developed at Durham University.

With investment from IP Group, North East Technology Fund and Northstar Equity Investors, Applied Graphene materials established a commercial-scale production facility at the Wilton Science Park on Teeside, with a nameplate capacity of one tonne of graphene nanoplates per annum.

Following commissioning of this production facility, Applied Graphene Materials has commenced engagement with commercial partners to develop applications for graphene.

Applied Graphene Materials was admitted to AIM in November 2013 under the stock ticker symbol 'AGM'.

Our graphene powder is manufactured using a sustainable and proprietary 'bottom-up' process.



We do not start with graphite or use any oxidation procedures during graphene production and therefore our graphene is almost completely free of graphitic impurities, graphene oxide or transition metals. This makes our graphene suitable for a wide range of applications.

Our first plant enables the production of our graphene powder in large amounts. This material is used for co-development projects with commercial partners.

We can disperse graphene powder in a range of polymer matrices (thermoset and thermoplastic) as well as adhesives, elastomers, oils and aqueous and non-aqueous solutions.



Whether you are considering enhancing the thermal and electrical conductivity of a material, improving its mechanical and gas barrier properties, or enhancing its resistance to atmospheric, marine or chemical elements, we have the expertise to assist you. We can produce and disperse graphene in your current materials or develop a custom solution optimised for your application needs.

The characteristics of our graphene nanoplatelets allow for highly uniform and stable dispersions, free of graphite and other metal contaminants, suitable for applications such as:

- advanced composites
- paints and coatings
- lubricants, oils and functional fluids
- capacitors and batteries
- thermal management solutions
- display materials and packaging
- inks and 3D-printers' materials
- barriers and films

When you decide to commercialise your newly developed products, our large-volume production capabilities will be there to ensure the necessary supply of high-specification graphene.


PRODUCTION OF GRAPHENE FROM METAL ALKOXIDE























05 November 2013:



18 November 2013:



18 November 2013:



20 November 2013:



22 November 2013:









Applied Graphene Materials has placed 7,096,775 shares at 155p.
The number of Shares in issue after admission will be 16,890,458.

The percentage of the issued share capital that is either locked in
or not in public hands is 65.4%*. Consequently, free float is 34.6%.




Major Shareholders - Links

- IP2IPO: 20.4%*.
- North East Technology: 14.5%*.
- North East Finance: 10.4%*.
- 7.6%
- 7.3%*.
- 4.8%
- : 4.8%






- Professor Karl Coleman : 10.2%*.

- Jon Mabbitt : 0.7%*.

- Bryan Dobson : 0.7%*.

- Oliver Lightowlers : 0.2%*.

- Claudio Marinelli : 0.1%*.




Liquidity


- 16,890,458: Shares

- 11,038,521: Locked-in for 1yr

- 2,903,227: Ruffer-Insight-SandAire

- 2,948,710: Remainder





Future Dilution


- 337,809: N+1 Singer CM Ltd(NOMAD) - Warrants@155p (anytime within 5yrs)

- 1,199,364: Directors - Share Options@Various (303,210 current, 188,664 end April, rest over 3yrs)

- Possible 30/50 tonne PA factory est. @£7.5m-£10m (Current 8 tonne PA factory plan will take 18 months)







LATEST ARTICLE: "Ward Hadaway crucial to Applied Graphene Materials flotation" (11:00 - 27/11/13)





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18) Small-cap Week by Bryce Elder - November 22, 2013 9:11 pm

Applied Graphene Materials was the star performer among the small-caps this week, with
the Durham University spinout more than trebling in the three days since its Aim flotation.
AGM, which has developed a proprietary process to make high purity graphene, raised £11m
to help fund commercial production at a factory on the site of a former ICI plant in Teesside.
The group has patents pending to protect what it says is a low-cost method of making the
one-atom-thick material, which is more rigid than steel and more conductive than copper.
A 204 per cent gain since flotation valued AGM at nearly £80m as of Friday's close. Spinout
specialist IP Group, which retained a 20.4 per cent stake in AGM, was up 4.8 per cent over
the week.



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LATEST ARTICLE: "Graphene Supercapacitors Ready for Electric Vehicle Energy Storage, Say Korean Engineers" (07:25 - 02/12/13)



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3) Pan European Networks: "GROWTH AND ADVANCED THz SPECTROSCOPY" (23/11/13)



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7) NEW

[eddiegoldstein] 28/10/2013 20:30

Looks like an interesting prospect, can see some good initial gains to be made here.

hxxp://www.extremetech.com/computing/169583-all-graphene-computer-chip-could-steer-us-past-the-22nm-bottleneck

[cambium] 14/10/2013 13:08

Dealings are expected to commence in November. Raising 10 million to a Market cap of £25 million

[the drewster] 09/5/2012 08:18

The Toumaz AGM, finally held in England (London) was entertaining and educational this year. More PIs should make the effort to attend these events - you need to look the board in the eye and chat to them to know (or feel more comfortable) that your money is in safe hands.
I suspect this becomes increasingly so, the smaller the market capitalisation of the company, since your investment is really in the manegement team to deliver the business growth that in turn rewards your financial investment.

[jgpgw] 07/2/2011 16:24

Sounds good Drewster, send me an email to [e-mail] and I'll get you a badge sent out if you'd like.

John

[the drewster] 07/2/2011 15:01

So long as they do not scurry off to Geneva again, I will be attending the TMZ AGM (expected on or around 10 May)

[jgpgw] 07/2/2011 14:46

Hi Max,

Sorry about the quick time outs you're having at the moment, there must be a lot of people vying for the data. The more people trying to view the data for free, the less time you'll get. Give me a call on 0207 0700 961 and I can arrange a free trial of the Silver sub, which will stop you being timed out.

Also, drop me an email at [e-mail] and I'll get a badge sent out for you.

John

[maxcashflow] 07/2/2011 13:31

Continued O/T: I hate the timeouts. It happens to me now after just 0.1s (or so), meaning I can't even get to the non-streaming pages through a streaming page as I can't physically click the mouse fast enough. I thought we were supposed to get a minute or two at least before hitting a timeout?

Oh, and this is a great idea, btw. I'll send off for a badge as I may well be attending the PRES AGM.

Cheers, Max

[stegrego] 07/2/2011 13:27

Slightly o/t - im liking the tailored adds for timeouts etc - loved the BB simulation one - well done. Didnt make me sign up still but well done anyway.

[jgpgw] 07/2/2011 12:46

If you are going to be attending an AGM, feel free to post your intent on this thread. I'll make a note of upcoming AGMs in the header and a list of people who will be attending.

Also, send me an email at with your postal address and I will mail out an ADVFN pin badge for your lapel, to make it really easy for everyone to spot each other. Having a bit of company or at least a "so who do you post as on the boards" ice-breaker at these things can make all the difference.

No taking online arguments into the real world though, we are a peace loving organisation, please remain zen at all times.

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As I'm sure you're aware, every company on the LSE (both main market and AIM) will have an annual general meeting (AGM), at which you (as a shareholder) can vote to re-elect (or boot out) the board of directors as well as vote on whatever else might be brought up.

ADVFN has a thriving community of private investors and some of you will be planning to go to the AGMs for your companies, so you can have your say and vote in person and/or ask the chairman a really difficult question.

Going to an AGM can often be quite a daunting experience though. You might not know anyone else there and standing up to ask that excellent poser or just discussing the company in a room full of people you've never met before is not always fun.

Fear not though, we have the solution. Or a solution anyway.

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So, let me know which AGMs you're going to and drop me a line at . Good luck with your investments!

John


Upcoming AGMS

Monday 7 Feb 11
No AGMs noted

Tuesday 8 Feb 11
Renovo Group (RNVO)
Victrex (VCT)

Wednesday 9 Feb 11
Albion Income & Growth VCT (AAIG)
Daily Mail and General Trust (DMGT)
Future (FNET)
Grainger (GRI)

Thursday 10 Feb 11
Hargreave Hale1 (HHV)
Paragon Group (PAG)
Pressure Tech (PRES)
jonwig
Maxcashflow (possible)

Zytronic (ZYT)

Friday 11 Feb 11
Enegi Oil (ENEG)
OMG (OMG)
Shaftesbury (SHB)
Thomas Cook Group (TCG)

Tuesday 10 May
Toumaz (TMZ)
The Drewster