Directa Plus Share Discussion Threads

[superg1] 12/8/2017 07:50

AL H

The note contains matters which are not true and clearly it's heavily enthusiastic about Directa.

Completed by William Game.

One of the large shareholders is unicorn going by YE 2016 small company fund holdings and Directs web page shows them holding just over 9%.

A junior fund manager at Unicorn is Alex Game.

Coincidence????

Perhaps not as if you dig you can see them enjoying a point together on the web and both come from Colwyn bay.

In other words it seems they are brothers or related.

Don't worry it hasn't gone unchallenged.

[runthejoules] 08/8/2017 08:09

Anyone got a link to the note? ta

[runthejoules] 08/8/2017 07:58

Anyone got a link to the note?

[terry topper] 07/8/2017 20:18

I am guessing that there may be some positive announcements from the company in the next few weeks otherwise it will drift off again.

[andy1995] 07/8/2017 19:10

what do we think of tomorrow.. or it slipping the coin again?

[terry topper] 07/8/2017 18:51

Just noticed that trade - I hope someone is having a good look at that!

[pugugly] 07/8/2017 18:08

terry-topper - Thanks - Looks as though Cantor could be leaky, subject to time note was released - - 110,000 apparently bought yesterday at 34p - Last trade of the day but only recorded late - Nice if you can get away with it.

[terry topper] 07/8/2017 16:08

Note out from Cantor - price target 80p

[runthejoules] 17/5/2017 07:47

So you work for the company Whites? Full disclosure now... Also, are they working with MWG?

[whites123] 17/5/2017 07:30

In short.

Yes, Grafysorber does work on removing salts.
Yes it can and is intended to be used in desalination filters.
Yes it is effective on removing all contaminants.

A lot of it is being trialled obviously.

Giulio is the guy you need to talk to.
What I can say is this: Do not be afraid to call him. :-)
Its part of basic research into a company, and he will start by saying this.

I can only tell you facts that are public.
I am busy doing media rounds, and am happy to tell you exactly what I am able to tell them during interviews.

Its out there. But you have to make a bit of effort.
I cannot provide links. Thats clear as nobody can provide a link to a discussion.
The interviewer from proactive made a hell of a booboo when Giulio actually mentioned grafysorber and he failed to pick up on it.

DCTA recently deployed an oil spill response clear up local to their factory and the result was 100% effective.

They have MUCH interest in the clear up system and expect to make a couple of exciting announcements later.

Add to that the oversold issue and its a stock IMO waiting to explode.
As a minimum indicator: 3 directors been buying, and no need for cash call for Minimum of 2 years.

Graphene is the current buzz word and with Directa being well placed as one of (if not the largest) European producer of it.

As an absolute minimum it has to be worth a gamble?
An "Educated" gamble.

[runthejoules] 17/5/2017 07:05

PUGUGLY I believe they are expecting the results of their own scientific testing of Grafysorber in July which could be a price catalyst. DYOR & do share the results with the rest of us! One reason I'm in. DYOR & do share the results with the rest of us! I was thinking about this last night and wondering what other impurities the Grafysorber would absorb with the oil - salt, micro-organisms etc. I may have bought on FOMO which is a bad decision, but as long as it keeps going up it'll be okay. GLA

[pugugly] 16/5/2017 22:09

Anyone have access to 3rd party validated resseach on the cost effectiveness of Grafysorber and how oil crude/diesel/refinded oil based product such as jet fuel/heating oil etc (litres/gallons/tons can be absobed/cleansed/ removed per unit of Grafysorber. Also is Grafysorber a once only use product or multi-time useage after "wringing" out absorbed oil. all I have been able to find is honeyed words - nothign specific. (If there is SPECIFIC data out there I would appreciate a lead to it)

[serratia] 16/5/2017 20:22

Come on guys, I've just read the comments on the annual report , prior to that I'd just looked at the financials.
They announced one of the clearest profit warnings I've seen. They sold zero decontamination units last year, Graphene sales to tyres will fall. They said all growth is being put back one year and sales will be down significantly.
That's pretty clear.

[runthejoules] 16/5/2017 15:05

Well Whites, I dipped a toe in. That's because I think the first time this is used in a large-scale oil spill it will go ballistic. And because it looks like a double bottom.

[whites123] 16/5/2017 13:13

An 8% rise based on a total of £11,000 worth of buys.

It was walked down from over £2 based on £20k worth of sells.

Oversold territory?

Even if someone does not "Buy The Story" it surely is worth buying some, selling original monetary stake once 100% has been achieved and effectively hold same monetary value for free? (Of course this value will change with share price movements, but you get my jist)

DIRECTA PLUS: The Graphene Stock To Hold?

In an interview, CEO Giulio Cesareo said: "Last year was a very important time for Directa Plus … an exceptional year for a lot of positive reasons, but it was also a very important learning period for the group”

"Directa’s CEO said Vittoria will remain an important customer, but the critical focus will be on Environmental, where the firm produces decontamination units for oil companies to filter hydrocarbons from water,"

" Shares punished, but CEO confident firm “will get back on track”
Directa shares lost almost a third of their value after the last announcement, dropping to 63.0p, well below the 75p per share level they floated at nearly a year ago.

"The company said it is also really well capitalised, with no need to raise any more monies, having almost two years of cash at the worst-case scenario, and enough to finance the “proper investment at the right time.”

"The CEO said he is “absolutely confident we will get back on track and are confident we will be able to make a couple of interesting announcements in the second part of the year”.

[...]

hxxp://www.nanalyze.com/2016/06/directa-plus-graphene-stock/

[whites123] 16/5/2017 12:24

3 Directors have this month purchased stock.

They appreciate and understand the "issues" a small cap faces with liquidity issues.

An awful lot of their technology is "New" technology, and thus it is very difficult to project sales, certainly against technologies that have not been announced of yet.

Difficult...

Consider the liquidity and the stock which is held by Venture capitalists and large private shareholders.

£7,000 wotrth of share purchases have today driven this up a couple of percent.

It has been ruthlessly walked down.

Everyone needs clean water, and nobody likes spills.
Expect to see lots about Grafysorber.

[serratia] 16/5/2017 11:39

A quick look through the results -

Yes they have 10.5m cash and burnt 6.4m last year so should be able to keep going for up to two years.
A couple of things caught my attention - The CEO has a very high salary package and in May 2016 1.1m options were granted at 0.25p when the share price was 150p+.

Sales in 2015 were 1392m vs 738m 2016. In the report they say they will fall further this year.

A look at their gross profit suggests that sales need to grow to around 8.3m to cover costs, that's 11* higher than last year and they're signalling a drop in 2017.

So unless they can grow sales by in excess of 11 fold in 2018 the cash will be depleted.

That seems too big a risk for me and I'm wary when CEO's take advantage with high packages.

I'll watch with interest.

[whites123] 16/5/2017 08:13

At absolute worst case, they state clearly and unequivocally they have enough to carry on with proposed business plans for 2 years.

No cash call.

I do wish they would get the announcements into the open. :-)

"The company said it is also really well capitalised, with no need to raise any more monies, having almost two years of cash at the worst-case scenario, and enough to finance the “proper investment at the right time.”

hxxp://www.nanalyze.com/2016/06/directa-plus-graphene-stock/

[pugugly] 15/5/2017 18:10

whites123. Agreed under the radar BUT looking at the accounts a massive cash burner - resignation of director (appeared to be nominee of a large italian VC investor possibly of concern) Certainly the development areas and customers/development customers look impressive but still to be validated by significant ramp up of orders and approach to positive cash flow. Very little analyst coverage so I find v-hard to call either way.

[whites123] 15/5/2017 17:39

This is so under the radar.

Matched trades today yet for the first time in a few weeks the market is accepting online sell orders for over 25,000 shares.

It was walked down to this point from £2 on effectively less than £20,000 worth of shares over the period.

Lawd only knows what is going to happen once the announcements are made.

[whites123] 14/5/2017 07:20

DIRECTA PLUS: The Graphene Stock To Hold?

In an interview, CEO Giulio Cesareo said: "Last year was a very important time for Directa Plus … an exceptional year for a lot of positive reasons, but it was also a very important learning period for the group”

"Directa’s CEO said Vittoria will remain an important customer, but the critical focus will be on Environmental, where the firm produces decontamination units for oil companies to filter hydrocarbons from water,"

" Shares punished, but CEO confident firm “will get back on track”
Directa shares lost almost a third of their value after the last announcement, dropping to 63.0p, well below the 75p per share level they floated at nearly a year ago.

"The company said it is also really well capitalised, with no need to raise any more monies, having almost two years of cash at the worst-case scenario, and enough to finance the “proper investment at the right time.”

"The CEO said he is “absolutely confident we will get back on track and are confident we will be able to make a couple of interesting announcements in the second part of the year”.

[...]

hxxp://www.nanalyze.com/2016/06/directa-plus-graphene-stock/

[whites123] 13/5/2017 12:31

GRAFYSORBER.

Oil spills.
Environmental spills.

Who you gonna call?

Certainly not ghostbusters, but very likely Directa Plus, or one of the companies who are buying Directa Plus decontamination systems.

How long until every oil refinery, transportation, fuel stations have Graysorber decontamination systems. Of course its not just oil, milk, anywhere where liquid spills could occur.
How long until emergency services (Fire Brigade, Police patrols etc also carry portable units?)

Am I mad? There will be a couple of announcements later this year.
Those who will benefit the most will be those who have done their homework and asked the right questions when they have rung the company.

The lowest price the share price has been since joining AIM, and its been walked down on such minimal trade volumes it is yet another stock that is now very much in oversold territory.


"Grafysorber"

There was a mention of it in the proinvestors chat, but the interviewer passed right by it.. (More fool him)

[...]

hxxp://emag.directindustry.com/article-long/made-in-graphene-time-for-industrial-age/

Water Purification

Since graphene is so absorbent, it’s already used in clean-ups. Directa Plus, an Italian manufacturer of graphene-nanoplatelets, has developed its Grafysorber Decontamination Unit. Containing a plasma machine to produce up to 10 tons of the material on site, the unit can decontaminate oil-polluted water very quickly.

Laura Rizzi is a R&D manager at Directa Plus:

A gram of Grafysorber can absorb up to 90 grams of oil. Normally you have to use a biological or chemical process to treat contaminated water but Grafysorber is completely chemical-free.

In two tests, less than 5g/m3 of Grafysorber was used to treat approximately 35,000 m3 of water contaminated with petroleum hydrocarbons, reducing the concentration from 550mg/l to a safe level of approximately 0.5mg/l. The Grossman Group is also working on using perforated graphene filters in desalination plants, where a one-atom-thick sieve can remove salt from water.

[whites123] 13/5/2017 12:22

One of the LARGEST graphene producers in the world.

Directa Plus plc has developed a proprietary scalable, modular manufacturing process to produce and supply high quality engineered graphene materials – marketed under its 'Graphene Plus' (G+) brand – which can be used by third parties in a wide variety of industrial and commercial applications. The production facility is capable of producing up to 30 tonnes per annum of graphene-based products, which the Directors believe is the largest European pristine graphene nanoplatelets production plant.