Applied Graphene Materials Share Discussion Threads

[n3tleylucas] 23/11/2013 11:28

That's right Jungmana, that's what it says. However, have a read of the post just above you... thoughts & beliefs about this material are changing... by the day.

[jungmana] 23/11/2013 11:04

Imo this has gone up too fast too soon. From their own rns on admission the whole graphene market is worth $195m/ year over next few years and the market cap here alone is already over $110m and there are other players in the industry.
anyone buying at this level imo is taking a huge gamble.

[n3tleylucas] 23/11/2013 10:58

This just shows you how fast things move...

In the Guardian article from yesterday (General Graphene News link 1) we read this;

"nothing can stop the electrons, graphene cannot be "switched off" so in theory it is of little use in transistors"

Yet just a day later we get this from the University of Wisconsin-Madison!

"The UWM team deposited a layer of graphene onto a semiconducting silicon carbide substrate, and found that the interface between the two materials formed a Schottky barrier - a potential energy barrier prevents electrons from being conducted, unless an electrical field is applied to help them overcome it.

UWM doctoral student Shivani Rajput, first author on the paper, shows a reconstructed image of graphene with the ripples clearly visible. Two postdoctoral researchers also worked on the project: Yaoyi Li (left) and Mingxing Chen.

The researchers realized that these properties create a promising prospect for creating graphene-based electronic components, by allowing the conductivity of the material to be switched on and off."

[1money loser] 23/11/2013 10:08

If only I had known about this ipo rather than infinis!

[n3tleylucas] 23/11/2013 09:26

A profit is a profit MAT, and a very good profit is excellent!

1money loser,

I haven't a clue mate, but if you glance at the liquidity section in the header, you'll get some idea of one reason why she's moving.

Liquidity

16,890,458 shares in total
11,038,521 (locked-in 1 yr)
2,903,227 (Ruffer-Insight-SandAire)
2,948,710 - remainder

Shares traded in 1st 3 days? Around 3m.

That lock-in is going to provide great volatility, and there aren't too many options due anytime soon, and only a few warrants... major funding to expand (30/50 tpa) maybe 3/5 years away? So this will swing big time until the lock-in unlocks.

[1money loser] 23/11/2013 09:12

Any idea how much higher this can go? Is £5 the limit? It will be interesting to see what Monday morning brings, I repeat of Friday morning would be nice.

[miss ann thrope] 23/11/2013 09:08

Top sliced some for close 80% profit, still got a chunk ready for next week

[n3tleylucas] 23/11/2013 09:03

Number 3 link bud lol... as soon as I saw 'wonder stuff WILL float' I knew I had it :)

This is quite a good article, AGM get a tiny tiny mention, not enough (on AGM) to go in the News links, but quite interesting nonetheless.



Okay I might add a 'General Graphene News' section in the header... articles like the above are worth keeping.

[abcd1234] 23/11/2013 08:46

thanks for all those links..... its been a great week.


this following piece was referenced on FT-Alphaville

[n3tleylucas] 22/11/2013 20:52

Another steady day eh?

I'm popping media news in the the News section of the header as and when... they aren't prioritised numerically, but chronologically as I find them, so The Guardian's Nick Fletcher's market comments - AGM near the top of his piece - is number 16 in the header News list. (He has got his IP Group holding wrong though, it's 34.9% not 14%. IP2 (20.4%) + NET (14.5%) = 34.9%.)

Oh, the Ruffer holdings RNS? Simply their placing allocation, 7.6%.

...and the FT are wrong too! 18) They have 20.4%, oh well, between the Guardian & FT they do eventually get to 34.9%!

I've added a Liquidity section to the header, relating to lock-ins, ii's, options etc.

[pshevlin] 22/11/2013 17:22

"Sold and added PTY which is moving"

Not very fast, this could do another 30% + Monday. I had PTY for ages but it was very sluggish.

[druinsky] 22/11/2013 15:58

Sold and added PTY which is moving

[olly2] 22/11/2013 15:08

real bid 4.65. not 4.53................

[miahkaysor] 22/11/2013 15:03

I think we will hit £5.50 tomorrow, imo

[miahkaysor] 22/11/2013 14:42

£5++++++

[malcontent] 22/11/2013 14:22

the world and his wife is chasing this one. I chose to watch, and will see when it settles. ATM, it's anyone's guess where fair value lies.

[barefoot141] 22/11/2013 14:21

I'm no chartist and its early days for any viable chart indicators but I wonder if it bounces of this early trend line (no I said it, it probably won't)

[barefoot141] 22/11/2013 14:10

Agree with pshevlin reference shares needed. Squeezing out sellers to release the stock and then up again to £5 imho before end of day

[sourgrapes2] 22/11/2013 14:05

I sold 9000 agm at 460, approx half an hour ago. I subscribe to level 2, and cannot see the transaction. How accurate is Level 2?

[pshevlin] 22/11/2013 12:46

Spread much closer encouraging people to sell, they need the shares!

[wylecoyote] 22/11/2013 12:37

I am gutted as I only just found out about this on Thursday and was about to short list it as I knew the potential was massive. If i had known last week, I would have been a buyer...lol Still I am reluctant to jump on the bandwagon as it is difficult to determine a valuation.

[skyracer] 22/11/2013 12:24

Blimey, I have not seen this since the dotcom days when shares went up by 50-100% daily, although I remember VOG going up by x5 over a couple of days.

[abcd1234] 22/11/2013 11:42

its been a great week..
cheers N3tley for the info over the last few days...