Applied Graphene Materials Share Discussion Threads

[matt123d] 14/1/2021 10:49

I'm sure holders of this aren't complaining, only those who've missed the rise!

[tomduck] 14/1/2021 10:06

So todays RNS isn’t even about AGM Graphene powder usage or sales but what the regulator has said the industry as a whole would be allowed to sell (between 1-10 tonnes). Has AGM become the marketing company for the entire Graphene industry?

How many here falling for it, presumably not actually reading the RNS. This isn’t even AGM specific and most certainly isn’t sales 🙈

Oh dear.

[idriveajag] 14/1/2021 09:52

Sales will just increase.

[marno17] 14/1/2021 09:28

In for the long haul, can see this co doing really well with share price to suit.

[matt123d] 14/1/2021 08:43

Sold 50k at 70p, still have some left, see if it can to 100p

[idriveajag] 14/1/2021 08:21

They have a superior product. 100p easy this quarter.

[matt123d] 14/1/2021 07:06

Looks like significant news

[matt123d] 12/1/2021 11:22

Of course it could get to 100p but unlikely in a straight line. Personally looking for the straight line quick move then onto the next.

[idriveajag] 12/1/2021 08:27

They seem to have a superior offering.

[idriveajag] 12/1/2021 08:22

Why not 100p if the product is so good.

[matt123d] 11/1/2021 23:37

Taking the inside quarter upside break, measured move to 70p.

[ducktack] 11/1/2021 19:37

Steady as she goes. Nice, no ramping, stealthy rises. May hit 53p, pullback then hopefully up but as I've said before this is one to tuck away and revisit every 6 months or so as very illiquid. Bit overbought on RSI and outside the Bollinger Bands so pullback likely before big upside.

[myn0k] 24/12/2020 10:18

Meanwhile, over at ZEN!!

[myn0k] 18/12/2020 08:42

Another product to market, good to see

[myn0k] 17/12/2020 11:04

This is a really interesting post and I take on board everything you've said. All I am hoping for is to start seeing regular revenues and profits from their financial statement. I see it as a position they're still going, when so many other graphene companies folded not long ago.

[thetrotsky] 17/12/2020 10:25

I find the share price movement all a bit perplexing.

It's quite clear, by AGM's own admission in its latest interim results, that AGM needs to do at least one more (probably) sizeable fund raising within the next year, markets permitting, and yet the share price continues to creep up despite AGM's business model being nowhere near self-sustaining in the medium-term (if it was, AGM wouldn't need to be considering raising funds in the market, it could borrow from its banks).

AGM is the typical graphene play, lots of new contract announcements but, as yet, next to no revenues (and little or no foreward guidance on future contract revenues). Been here before with both Haydale and Versarien. Plenty of contract announcements to boost the share price before a (deeply) discounted new share offering.

I may be wrong but I think I'm going to keep my powder dry for now because I think the share price will inevitably retrace once the next fund raising is away and there'll be an opportunity to get in at a (lot) lower price.

The real question then becomes do I really want to invest in a company wedded to a de facto licencing model (again). I've been bitten by the licencing model too foten in the past (Hiwave and Torotrak to name but two); technology with great potential but no takers (far cheaper for the scavengers to pick over the carcass). AGM may manufacture the graphene "additive" but is wholly reliant on large manufacturers buying and using the "additive" in their products. Sometimes it pays to simply grasp the nettle, start small and bring your own niche product(s) to market and force the competition to stand up and take notice (this worked quite well for Indigovision up to a point).

I'm not saying this is what AGM should do but, as yet, none of the listed UK graphene plays have been able to reach critical mass and the longer it goes on, the less likely they will (eventually investors get exhausted of constant cash calls and promises of jam tomorrow).

Just the sad old views of an investor who is still looking for his ASOS (and probably never will because the investment case never makes any sense without a giant leap of blind faith)

[myn0k] 14/12/2020 08:55

Latest RNS securing a contract and opening up to the SK market, good stuff ahead. Bring on 2021!

[myn0k] 09/12/2020 16:44

Nice close today

[myn0k] 08/12/2020 13:54

Very quiet. Hoping for some announcements soon

[volsung] 08/12/2020 12:00

Bought a few more for 37.2p
Big spread

[myn0k] 30/11/2020 17:54

Good to see. Hopefully next financial results will show good performance what with new distributors being brought on. News is a little quiet though...

[macc1] 14/10/2020 10:33

Morning all,

Video for applied graphene's results this morning:

[volsung] 14/10/2020 09:18

Bummer. Looked to be doing so well too. Will add under 24p