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[superg1] 23/2/2017 18:44

Cyber

That trade didn't happen today it was on the 21st.

I don't know if you have seen my other posts but I know what that is.

That 620k is a transfer of shares from the seller to a market maker on that day. As I showed in rules recently they are allowed to delay the notification of the trade.

At the time PEEL hunt were always on the offer so it's clear it was them that went to the supply source (I call it door knocking). They then feed that into the market to buyers until they run out.

As for other smaller late trades it has been hard to call if they were supply via that route, I know for sure some weren't some 'other trades' were buys.

The last very obvious supply trade was 697,222 a late report on the 13th which I believe happened on the 9th not too long back.

So those 2 are definitely from the supply 620,699 and 607,222 (1,277,921).

Perhaps the apparent supply started late yesterday was another lump of a similar size and will be reported in a few days.

Another one of that size would be very near to the total of what I think the supply is.

I'll be exact (you know how I dig) there was a holding ending 7222, which matches the first lump, so you can see why I have the theory it's them and if them one of a similar size would clear them out completely.

If that's the case then it's been in play along with natural selling/churn and hence the pull back.

[superg1] 23/2/2017 18:27

No problem Bill.

With the world full of completely false claims re graphene production it will take time for the masses to understand it.

The national physical laboratory and the NGI are working together to set some standards for what is or isn't graphene.

The standards will be driven by whether it adds benefit or not at certain layer levels. Current evidence suggests under 10 and under 5 layer qualify as GNPs as they add strength when added to materials.

After 10 it's starts to drop to zero and in some cases detrimental hence it's just good for whatever graphite is used for, it's not graphene.

Until they sort that anything under about 300 layers can be called graphene.

I'm sure Nano would get p'd off if some called their product Qdots if it was 30 times bigger than theirs and doesn't work, enhance colour etc. That is what is going on in the GNP world. Qdots are for displays and lights and graphene goes in just about everything.

[superg1] 23/2/2017 18:19

As a reminder from that recent report

In China, graphene materials are generic names of graphene with no more than 10 layers of carbon atoms and relevant derivatives. In contrast, graphene materials with more than 10 layers of carbon atoms generally belong to graphite for the loss of high graphene performance.

National graphene institute

Few-layer graphene (FLG) or multi-layer graphene (MLG)A 2D, sheet-like material, either as a free-standing flake or substrate-bound coating, consisting of a small number (between two and about 10) of well-defined, countable, stacked graphene layers of extended lateral dimension. Individual flakes should still maintain a high aspect ratio. Few-layer graphene or graphene oxide dispersions can have a defined thickness distribution. MLG is useful for composite materials, and as a mechanical reinforcement.

[billbyrne] 23/2/2017 18:18

Thanks sg for your thoughts, it was the typically below 10 layers and the 140tons per annum that made me look.

[cyberbub] 23/2/2017 18:11

There's the reason for the big drop... 600K sell at 17p!

[superg1] 23/2/2017 18:00

From the Hayd thread Timbo that does visit here probably knows plenty about Perpetuus.

The bits below are from posts not my info

Ian is an ex-director at Haydale and named inventor on some of Haydale’s patents (see early posts in this thread for details). Perpetuus’s commercial objectives are similar to those of Haydale’s and like Haydale they are located in South Wales. Perpetuus have now gone very quiet after making a lot of noise at the beginning of the year, they made an aborted IPO attempt early this summer and their principle patent application was savaged by the IPO international search report and is therefore most unlikely to grant in any meaningful form. The BOD do not currently have a view on whether Perpetuus would infringe Haydale’s IP should they use their preferred process as disclosed in their patent application, but Perpetuus have not (yet) commercialised their derivatised graphene so this is not currently an issue.

In response to a further question on Perpetuus, we were informed that the recent complaint to the ASA regarding some of Perpetuuss’s claims on production capacity was not initiated by Haydale.




Perpetuus use the same business model as Haydale. For what it’s worth I understand Perpetuus have been looking to float on Aim recently and I believe there is an investor roadshow slide deck floating around somewhere, as well as a pathfinder prospectus. I don’t think their IP amounts to much from what we have seen so far (see posts earlier on in this thread).


So if they were trying to float perhaps they gave up as that Lloyds bank charge has recently appeared

[superg1] 23/2/2017 17:56

Perpetuus.

I'm guessing the Chinese bit may be wrong as a charge has been registered (3rd feb 2017) against the company securing just about everything they own on the back of a loan from Lloyds bank

[superg1] 23/2/2017 17:38

Bill that link is from March 2015. There was a fair bit of chat on Haydale threads somewhere about no way would they get patent, copy of Haydale etc etc.

The article is about functionalisation but mentions could do under 10 layers not does.

While on the topic Haydale have similar tech BUT Haydale do not produce any graphene at all. They buy GNPs and functionalise them which could mean adding a chemical for use in something.

Haydale would have the graphene world believe that all graphene needs functionalisation before use but it is completely untrue. I haven't checked to see if they have taken that content off their website it is highly misleading imo.

Goodfellow had some Hayd functionalised 'graphene' advertised but it was listed less than 50 layers which is useless for strength but may be used for thermal. I haven;t gone into depth re the best for thermal, GO and RGO etc.

Haydale can do few layer GNPs functionlaised but first they would need to buy them from the likes of VRS.

If you check the Cambridge ink story it states that no further process is needed other than GNPs production and inclusion in the ink.

So back to my previous post. Someone I know visited Perp and found an Offices closed sign with no sign of life. There was a rumour a Chinese lot had bought their functionalisation tech.

[superg1] 23/2/2017 17:11

Bill that's a split off from a Haydale fall out and more a threat to Haydale. Haydale don't produce GNPs of course and although some seem to refuse to accept that GNPs don't need functionalisation in many cases, it's true.

I know Haydale folk were saying Perp will never get their patent (Haydale copy) and someone I know drives past both premises virtually daily. Last time he visited Perp it said offices closed.

I'll look it up.

[handygandhi] 23/2/2017 16:46

Super . . . . Mine's showing on LSE.

[billbyrne] 23/2/2017 16:42

superg1 have you taken a look at perpetuus. If so, what are your views.

[superg1] 23/2/2017 16:33

I got some too Handy but no idea where the trade is yet.

No idea re supply or where it will go from here.

[handygandhi] 23/2/2017 16:31

The 18.3p trade in the last minute was a buy.

[superg1] 23/2/2017 16:09

Yes good old Michael Fish, that was busy night for me back then, with some stupid Doris (how apt) whinging about a bin blowing around while 50 million trees came down. A scary night if you out there in it watching trees bend like fishing rods.

[spike_1] 23/2/2017 15:41

Re weather - we are very lucky compared to the 'great storm' in that most of the trees have no leaves (resistance), and ground not waterlogged form heavy rain.

Edit: just looked out at Kew, only one tree down that I can see but looks as though the Thames path has been closed so possibly others too further along.

Ho hum.

[superg1] 23/2/2017 15:25

There is no obvious dominant MM at the moment they keep swapping around as in normal trading. Clearly a chuck came in late yesterday and a bit of normal churn and profit taking today (so far)

[superg1] 23/2/2017 15:22

It sounds like fun out there, just chatted to my son. They fixed a high voltage line and happy to have the locals power back on, they packed up go and then watched as a tree came down 30 yards from them and wiped out what they had just fixed. A nice fireworks display I hear.

[superg1] 23/2/2017 15:15

Lucky

re Mclaren and timescales. I did note on twitter they said well done guys re the crash tests all passed at the end of January.

It's like a rolling conveyor belt of changes with then saying the car changes form race to race, so yes they work on very short lead times.

Mclaren winding up the public pre launch with big changes comments but that's just PR hype for you, they probably say that every year.

[phoenixs] 23/2/2017 14:30

not me superg1

[superg1] 23/2/2017 14:18

Who bought 150k then? own up.

[mr dexy] 23/2/2017 14:10

Does that count as... Customised Seats?
:)


Regards to all


Mr D

[darkdogs] 23/2/2017 14:02

Love the wind, makes me lots of dosh :) not enough for a benched boxter though

[superg1] 23/2/2017 13:59

Not far from me I suspect as a Boxter with a garden bench wedged through the windscreen just landed on my daffodil patch.

[spike_1] 23/2/2017 13:30

RED: That sounds very nasty - where in the country are you?
Best wishes - Mike