Applied Graphene Materials Share Discussion Threads

[abcd1234] 21/11/2013 15:50

N3tley,,,could you add a total volume graphic please showing total vol for each day?
many thanks

[miahkaysor] 21/11/2013 15:42

£5+++++++ tomorrow

[miahkaysor] 21/11/2013 15:30

We will break £4!!!!!!!

[davr0s] 21/11/2013 15:12

Yep rode that second uplift and out again. Don't normally trade like this but this is going to be über volatile until it figures out what is fair value and liquidity low so have to be careful don't hold too many if it moves against you. This technology will be transformational so will take a longer term investment at some point

[e-boffin] 21/11/2013 14:15

That's a pretty impressive start for the company on AIM. Is it too late to join in? Think I will watch a bit longer.

[miss ann thrope] 21/11/2013 13:42

Blimey, what a belter

[encarter] 21/11/2013 13:36

Yes Vanunu. From their announcement 23/10/13.

"Cientifica will be an AIM listed investing company focussing on the acquisition of businesses making use of emerging technologies. The initial target market is applications of graphene technology. "

[davr0s] 21/11/2013 13:34

Were off again!

[miahkaysor] 21/11/2013 13:01

Tmorrow people will pay £5+ for the shares! imo

[vanunu] 21/11/2013 12:59

What's that got to do with AGM encarter?

Is it a Graphene play?

[encarter] 21/11/2013 12:49

Take a look at CTFA.
hxxp://www.cientifica.com/
with a market cap of just £500k.

CEO is Tim Harper "a world's leading authority"
hxxp://www.clarionsolicitors.com/who-we-are/events/wonder-materials

[beeezzz] 21/11/2013 12:00

AB... I agree, we have no idea when it will make a profit, I'll wait a bit longer and see how it plays out, patience is a virtue when buying and selling R&D stocks.

N3T....Thanks mate for the info...I agree STGR are more for the lithium battery market which if the electric car really takes off will be in huge demand, although I was reading research on a graphene battery that can do 300 miles wow!!!. I see not much gets past you, thought you'd spot the condom article, was on STGR, made me chuckle.

With something like 10 million organic forms, there is plenty to synthesis into pure carbon.

[eezymunny] 21/11/2013 11:55

One of those that's impossible to call. I paid 197p and am mostly out on this exuberance but I guess it might double and double again. Not many really have any idea what the correct market cap is. Some years from profitability and plenty of competition apparently but who knows, if their manuf IP is unique and valuable might be worth an awful lot. I'll just leave a few in case this is better than sliced bread.

[andrewbaker] 21/11/2013 11:47

Definitely worth buying, but as someone has already said, I'll wait for the froth to come off. There are a lot of people out there who bought in the two and will take profits in the threes, so that will pull the price back then; especially as others, seeing the price fall back, rush to take their profits too before they vanish in a two dimensional haze! lol.

[davr0s] 21/11/2013 11:31

Holy komozy - bought in at 220p at 9am, popped out and just returned to my screen and up 44%. Like wow it rarely works that well for me!

[miss ann thrope] 21/11/2013 10:48

Bgt a few @285p, purely on the momentum,not a clue what they do, looks good tho`

[encarter] 21/11/2013 10:01

Good idea. Have a look at CTFA.

[n3tleylucas] 20/11/2013 22:42

It does b, but from my readings I understand patents for the unique technology have been lodged in various countries since 2009 but have yet to be challenged or granted. I'll post the info when I find it.

Okay, this is from link 11)

"He said the IPO (initial public offering) was "significantly" oversubscribed, but that demand might have been hampered because AGM's production process was yet to receive a patent, despite the company applying in 2009 and receiving no challenges.

"During the roadshow, investors said it would have been a stronger story if the patent had been granted... if the (patenting) process could be improved that would give companies more certainty," Mabbitt said."

There's more details in the admission document.

Here it is;


9. Intellectual Property

The Directors are aware of the importance of patent protection, both for the defence of its core manufacturing process and for enhancing the commercial value of the products and applications it identifies and develops.
The Group's key intellectual property rights can be broadly categorised as patent applications and proprietary know-how and trade secrets primarily associated with its plant and manufacturing process. This intellectual property was either developed at Durham University and subsequently assigned to the Company, or has been developed by the Group's employees or persons seconded to the Group by the University. In relation to intellectual property developed by employees of the Group, protection is afforded to the Group through its employment agreements which confirm that all intellectual property rights and know-how developed by employees of the Group are the property of the Group. The Group's Chief Technical Director, Professor Karl Coleman, is involved in the research and development activities of the Group and his activities are provided pursuant to a secondment agreement in place between the University and AGMUK which provides that all intellectual property and know-how created in the course of Professor Coleman's work for the Group belongs to AGMUK. Further, the Group's confidential information and trade secrets are protected by non-disclosure agreements entered into between the relevant Group company and its directors and employees, its commercial partners and its prospective partners. AGMUK is currently the owner of two families of patent applications covering processes for manufacturing graphene nanoplatelets. The first of these families covers part of the current process and is now into the national phase, with applications pending in the European Patent Office, China, Japan, South Korea, India and the US. The second family is in the international phase. Ownership of both of these patent families was assigned to AGMUK from Durham University on 18 December 2012. AGMUK has also developed substantial confidential know-how associated with the manufacturing process covered by the aforementioned patent families, as well as trade secrets in and relating to techniques for the preparation and dispersion of the graphene nanoplatelets produced by such process.

The Directors intend to use a proportion of the proceeds of the Placing to pursue patent protection for various additional processes and applications, particularly in the control of the production process and in relation to the development of specific formulations of graphene for use in particular applications.

Oh the condoms? Yeah read that, Manc & Durham are leading the way. Up the North! I see 2-DTech was spun out of Manc, wonder if they'll float too? After all they (Manc Uni)discovered it. Mind you they're getting loads of funding, so might not need to.

STGR? Oh yeah, they produce & supply graphite for amongst other things the top-down processes of graphene production. This is a tad different as it uses bottom-up tech involving ethanol as the carbon. GRAPH are bottom-up too, using palm oil I believe for fuel related chemicals? So there are a few firms about all doing different things within what's still a tiny market.

Perhaps we should set-up a 'General Graphene' thread where we can all chat about our different graphite/graphene firms?

[beeezzz] 20/11/2013 22:34

N3t...It states below that AGM production process is patented thou.

Applied Graphene Materials


Applied Graphene Materials (previously Durham Graphene Science) was established in 2010 as a spin-off from Durham University to develop a new graphene synthesis method and produce graphene materials. AGM's technology is a unique patented scalable 'bottom-up' CVD approach to produce graphene. The company was founded by Dr. Karl Coleman from Durham University.

[beeezzz] 20/11/2013 22:22

N3T ....Thanks...I'll to do some research over the weekend, Ruffer always impresses me with their stock picks.

stgr do supply manchester Uni....Maybe they are using it for this new application.

[n3tleylucas] 20/11/2013 18:17

beeezzz,

This is a play on a technological breakthrough very much in its infancy. As such the projected numbers are relatively small in the next few years. It's all about growing scale, developing partnerships to research the uses and eventually grow both plant and demand to a meaningful level.

There are risks, no patent yet, competition, risk of price falls, overexuberance by investors with so few pure graphene plays and more funds maybe needed to expand if demand rises faster than expected.

Is it worth a punt? Given that its value is really based on hopes that the pure graphene market will boom and AGM will be in the thick of it, then it's an interesting stock. I'd advise anyone interested to read link 8) and the admission document thoroughly to get a better grasp of things rather than some of the more sensational reports.

This stock is all about Karl Coleman's (10.2%) scientific and technical skills and IP Group's investment skills, remember IP2IPO & NE Tech (34.9%) are both part of IP Group.

You may wonder who North East Finance (10.4%) are? Are they IP Group too? No and yes, it's the EU regional seed capital body, and yes, IP Group are one of their fund managers, although funding comes from the EIB. The NEF Fund IP manage is NE Tech, so I'd assume that the differing percentages relate to the IP direct stake and the non-IP stake within the fund. Okay, think I've solved the NEF issue, it's in fact Northstar Ventures' Proof of Concept Fund within the NEF. They were key 1st seed investors along with IP Group's (2) investments, both Newcastle based.

And who are the wonderfully named Ruffer (7.6%), SandAire (4.8%) and Insight (4.8%)? Having looked at their websites I'd probably describe them as boutique fund managers.

[blueball] 20/11/2013 16:46

Naked Trader has bought in today.

[frank1e] 20/11/2013 16:26

GRPH are aiming for 250 ton/yr in 2014 and 2000 ton/yr by 2015, GRPH seems quite cheap by comparison imho, dyor etc.