Cropper (james) Share Discussion Threads

[ptch] 28/6/2021 12:04

Martin Thompson is 61 years old, I don't think there is anything concerning, he's most likely leaving due to retirement. He is on a 12 month notice period and thanked by the board.
In fact this could be a great opportunity to bring in someone with technical experience and fresh ideas to head up the Technical Fibre Products division, one of the more demanding roles in the company. TFP is on the technological forefront of developments in aerospace, fuel cells and wind energy. The push into fuel cells is especially exciting and the purchase of (PV3) Hydrogen Products Ltd earlier this year reinforces that.

[p1nkfish] 22/6/2021 09:46

He doesnt leave until April 2022, hardly the sign of a problematic exit. Mellow.

[vprt] 22/6/2021 09:37

It worries me that the MD of TFP just resigned (see separate RNS) - any speculations or thoughts?

[arthur_lame_stocks] 22/6/2021 08:59

Any comments on the results?

Not too bad all things considered. TFP is a great business which performed robustly despite the problems in the aerospace market. Colourform is growing but needs to grow more quickly if it is to become profitable any time soon and paper should really be sold to fund the growth areas imo.

[garth] 02/6/2021 09:33

Its interestingly placed. Which trend is in play - the one down from £19.50 or the one up from £9?

G.

[p1nkfish] 02/6/2021 09:07

£12 to buy and possible someone letting stock out in £6K bundles of 500 shares.

[hybrasil] 21/4/2021 16:58

Bought a small few today for the first time in 15 years. Last time I bought any they were £2 a share so a brilliant return today

[arthur_lame_stocks] 09/4/2021 11:30

Hello hybrasil

I've been around but don't post much. I set up a value share thread under the ticker VALUE which you might like to visit. It hasn't yet been ruined by some of the morons you get on here.

I agree about TFP. It's a great business and I bought shares here when I was looking for investments to target the shift to green technologies. I hope to hold for some time.

[hybrasil] 09/4/2021 11:17

Arthur

I haven't seen you for ages.

I think the whole hydrogen thing could take off and it might be brilliant for Cropper

I kept a list of your investments from some years ago.

[arthur_lame_stocks] 17/3/2021 14:41

I bought a few of these as a punt on TFP continuing it's growth once the Pandemic is under control properly.

[energeticbacker] 08/3/2021 11:53

This has been a very challenging period, but James Cropper remains as frustrating as ever to Investor's Champion, with its legacy paper operations set to continue to be a drag on returns and the greater appeal of its high performing and exciting TFP business.

[garth] 08/3/2021 08:27

Circa $17m off revenue, profit still in at £2.5m. Not bad for a bad bad year?

I feared worse. And am relieved by that statement.

G.

[bamboo2] 21/1/2021 15:42

Hi Garth right click on the link, select copy link address.
Go into header put cursor where you want link, right click, select paste.

No code is required.
As Mr Collins might say.

[garth] 21/1/2021 14:04

Bamboo,

When I put the code (a href=) in the header for the pulp link and save, it doesn't appear in the header. When I then go back to edit again the code is no longer there.
Any further pointers?

G.

[bamboo2] 21/1/2021 13:13

Brill, looks good. Thanks.

Could you also add a link to the wood pulp prices?


As you know these almost halved from the peak, and should have a benefit to the input costs of the traditional business.

=======================================

For info, the gap [18/1/2021] on the mid price chart, doesn't show on the last market price based chart.

The current chart pattern is an inverse head and shoulders. A bull flag has also formed. The target for the flag is currently approx 1740.

[garth] 21/1/2021 12:47

Thanks. Had failed to leave a space between = and "

[bamboo2] 21/1/2021 12:22

garth, click on the chart and select 'copy image address'
Then type [less than sign] "img src= [right click cursor and paste image address] " [greater than sign]

Try it a few times, you can always edit, but make sure you save the contents of the header somewhere first! On the threads I have set up I copy and save the header contents to an old post.

[garth] 21/1/2021 12:01

Bamboo,

every chance - if only I knew how!

Its what html code to use to link to it - I can't remember anymore!

I thought img src= used to work.

G.

[bamboo2] 21/1/2021 11:48

Hi garth, any chance of a candlestick chart in the header?

[garth] 21/1/2021 11:26

October 2020

"This project lays the foundations for our next generation coating product, with a significant cost reduction over current coatings. We already have the manufacturing capacity to produce coatings for 2GW of electrolyser capacity per year, but with product and production innovation we can increase that significantly."

PV3 Technologies has secured funding from Aerospace Cornwall to help support new research and development projects in green hydrogen.

Using the funding, PV3 will develop next generation coatings for PEM water electrolysers, a key component used in the green technology. The coatings mean that PV3 is able to reduce the cost of hydrogen production by increasing both energy efficiency and lifetime of the electrolyser; which enable water to be split into oxygen and green hydrogen – without the production of carbon dioxide.

This funding builds on previous Aerospace Cornwall support, with which PV3 developed coatings for advanced fuels used in unmanned aerial vehicles.

PV3 chief executive Dr David Hodgson said: "The EU’s hydrogen strategy lays out the potential for nearly 50 GW of green hydrogen capacity by 2030, and we need to support our customers by matching their demand and innovating to further reduce the overall cost of the technology.

"This project lays the foundations for our next generation coating product, with a significant cost reduction over current coatings. We already have the manufacturing capacity to produce coatings for 2GW of electrolyser capacity per year, but with product and production innovation we can increase that significantly."

Gail Eastaugh, programme director at Aerospace Cornwall, added: "There is a huge opportunity in green hydrogen. The UK is already in the race with a big project happening in the Humber but it’s amazing for Cornwall to be part of this with local funding for a local company like PV3.

"PV3 is just one of many businesses we are working with at the moment, in and around Cornwall. We’re urging technology companies to come forward and have a chat with our team."

hxxps://www.insidermedia.com/news/south-west/pv3-technologies-secures-funding-for-new-green-hydrogen-projects

[garth] 19/1/2021 17:54

Well, well, well. Up 20% today. Hadn't seen that coming. It places us right at the top of the descending channel we have been in for some time. Unless things go totally pear shaped Stateside then I expect we might break out tomorrow.G.

[garth] 19/1/2021 13:08

This from November 2018. PV3 incubating AMALYST - graphene and fuel cells.

I wonder what the current relationship is?

Scale-up supports a start-up
Posted on November 4, 2018
PV3 Technologies, a leading supplier of electrochemical materials based in Cornwall and in scale-up phase, is ‘doing its bit’ by incubating graphene company, Amalyst.
One of the key challenges an early-stage company faces, is how to access the infrastructure needed to develop their intellectual property into a market-ready product. Incubators exist for certain sectors, but if a company needs more than a bean bag and a laptop, then it can be challenging.
Amalyst is a member of the EU’s Graphene Flagship, a €1bn programme to ensure the EU can exploit the potential of the ‘wonder material’ first identified by Nobel Prize winners at the University of Manchester. Collaborating with partners in the UK, France and Italy, Amalyst is working to develop advanced catalysts for the fuel cell industry based on graphene and other 2D materials.
Dr David Hodgson, CEO of PV3 Technologies commented: “The board of Amalyst were delighted with the prospect of working out of PV3’s laboratories. The ability to tap into PV3’s unrivalled expertise in the sector, to provide access to a unique suite of equipment and to supervise and mentor Amalyst staff were crucial elements of the decision. “
“Following-on from the launch of the Davy Initiative, an industry-led drive to promote the Cornish capability in electrochemistry and related materials, this is a further signal that Cornwall has a lot to offer to the world of electrochemistry. This arrangement is bringing additional employment opportunities to Cornwall in the world of 2D materials – does it get more exciting?”
“The arrangement is not without its challenges,” said PV3 Technologies’ COO Dr Nick van Dijk. “Our two companies are working in similar fields, so we’ve had to agree a very defined scope of activities, but the similarity also means we can leverage the work of both companies and we have arrangements for cross-licensing of IP in place, should we need them”
“I’m pleased we’ve been able to make this work,” said Hodgson. “Having done this once, PV3 would be eager to see if we could do it again and would welcome discussions with universities, or other researchers looking to spin-out their electrochemical ideas.”

[garth] 19/1/2021 12:51

New Website, TFP Hydrogen

hxxps://www.tfphydrogen.com/

Guess those Hydrogen Economy guys may be here sooner than expected...

PV3's website now redirects to TFP Hydrogen. So if you want to read about PVP, established in 2011 then you need to view via "cached" on a search engine such as Google.

Vanadium Redox Battery Electrolyte
Flow battery developers have operated PV3’s electrolyte for vanadium batteries for many thousands of cycles in cells, stacks and systems. Our high purity electrolyte is now available in commercial quantities.

Electrocatalyst Powders
By developing our own high-performing range of catalyst powders for use in the production of membrane electrode assemblies (MEAs), gas diffusion electrodes (GDEs) and catalyst coated membranes (CCMs), we’ve been able to successfully deliver a product that meets the market’s demand. Our customers use these catalysts in fuel cells, batteries, water treatment technologies, water electrolysers and many more product areas.

Coated Electrodes
Our coated electrodes are industry-leading, cost-effective and facilitate the development of our customers’ technologies. We’re a facilitator to the advancement of electrochemical, low-carbon technologies.
Based on a range of nanostructured multi-layers of precious metals or mixed metal oxides (MMO), PV3 Technologies’ catalytic coatings contain active components comprising of platinum (Pt), iridium (Ir) and ruthenium (Ru).
PV3 Technologies’ nanostructured systems maximise catalytic phases and active surface area, offering significantly increased performance. We can add specific doping agents to our catalysts, which increases their overall performance further. We’re delighted when we work with customers to optimise formulations for their specific application.
The coating technology we use on our nanostructured systems has been specifically engineered to deliver cost-effective, high-performing and reproducible products that can be utilised across a variety of projects and end markets. Keeping our product cost-effective is an element of production that has been key to PV3’s core aims and values since our launch.
Our coated electrode technology is not shape or size limited, and has been applied to titanium, nickel and Magnéli phase titanium oxide substrates in the form of sheets, meshes, foils, powders, foams, sinters and more.

About us – PV3 Technologies
We are electrochemists, developing and manufacturing materials for electrochemical technologists. Our team has many years of experience in electrochemical technology development, so we understand what our customers are trying to achieve. Our goal is to provide products with high performance and high durability, at a sensible price
PV3 Technologies was founded in 2011, to exploit decades of experience in electrochemical and nano-materials. We operate a pragmatic business model, aiming to support and grow with strategic customers. As a result of the first phase of growth, we moved to larger premises in 2015 and have continued to invest since then. More recent investments have been made in:
X-ray analytical equipment
Glove box facilities for air and moisture-sensitive materials
New production equipment for increased throughput, high reproducibility and productivity.
Unique QC equipment developed jointly with customers
A wide range of electrochemical hardware, allowing us to perform cyclic voltammetry, impedance spectroscopy, linear polarisation and current efficiency measurements.





G.

[garth] 19/1/2021 11:00

And we are away. Did a broker issue a note I wonder?

G.

P.s Some initial housekeeping done on the header.