Graphene Nano Share Discussion Threads

[abergele] 11/9/2015 13:26

Plus tax liabilities are held for 10 yrs according to the paragraph related to their Joint Venture Partner.if memory serves....more to the bottom line.

[jovi1] 11/9/2015 09:38

Thank you all
I was in at 13 because I like the name and had a big drop
now I am in with a reason

[john henry] 11/9/2015 09:05

would appear 25-26p target will be hit sooner than i thought.

[wskill] 11/9/2015 09:01

jovi1 the company came to the market at a price of £1.40 per share we had revenue of £48m last year and a gross profit of £1.6m todays market cap of £20m does not recognize the advances the company has made in any way.

Gross profit will be increased this year, what reduced it last year was a pricing anomaly of feed stock for the bio fuel side a much cheaper feed stock has been sourced.

[wskill] 11/9/2015 08:27

Leeds your post this morning pushed me into rereading the results this stood out a country mile.

-- On the back of the commercial deployment success,
the Group has participated in six new oilfield tenders
in the region entered into by the Scomi Group in the
1H of 2015 with several O&G operators which include
oil supermajors. Successful award of these tenders,
currently valued in excess of USD100 million, would
result in the growth of long term sales volume for the
Group and the expansion of the geographical footprint
of the Group into Emerging Markets as we continue to
build and generate stronger track record in this market.
Contract duration for the various oilfield tenders range
from 2 - 5 years and results from tenders submitted
is expected by Q4 2015 with 2016 being the primary delivery
year. The Group is today pleased to announce the successful
contract award of one of these tenders valued by the
Group at US$28 million with product deployment expected
to commence in Q4 2015 for an initial period of three
years. The Group is also expected to participate in
3 new additional tenders through the Scomi Group in
2H of 2015.
The Group is currently engaged in technical and commercial
testing on our applications which are at various stages
of testing, approvals and commercial negotiations in
various locations as shown below: Location Number of Companies
------------- -------------------------------------
Malaysia 9 oil majors including 4 supermajors
companies
Thailand 2 national oil companies and 2
international oil companies
Indonesia 2 supermajors and 3 national oil
companies
Myanmar 2 national oil companies and 1
independent oil company
Vietnam 1 independent oil company
Brunei 2 national oil companies
India 2 national oil companies
Turkmenistan 2 international oil companies
United Arab 1 independent oil company
Emirates
Saudi Arabia 1 national oil company
Oman 1 oil major
Egypt 1 international oil company
Algeria 1 oil major
France 1 supermajor oil company
Australia Several oil majors
------------- -------------------------------------


-- Fuel Additive Business. In line with growing demand,
sales of our fuel additive applications to our long
term customers increased by 39% to GBP43.8 million in
FY2014. The growth in demand is also driven by the increase
of the domestic biofuels blending by the government
from 5% to 7% in Q4 2014. The Group currently holds
approximately 17% of the Malaysian biofuels market.
In 2014, the Fuel Additive business constituted 91%
of the Group's revenue mix.

[leedskier] 11/9/2015 06:23

GRPH has created and is selling biofuel and in conjunction with its JV Partner, Scomi Energy Services BhD, graphene enhanced oil field services fluids, including drilling oil. The performance of Scomi is therefore of some importance to GRPH.

Scomi Energy Services (SES) is a Global Company listed on the main market of the Malaysian Stock Market and a subsidiary of another Main Market listed company, Scomi Holdings. SES held its AGM at the beginning of this week.

These links are press reports of that Meeting and comments following the Meeting.







GRPH releases its H1/2015 Interims on 30 September.

GRPH made & sold £48 million of 'chemicals' last year, it made a gross profit, but net loss. That loss reflecting in part the high initial development costs and interest on its 'factoring' arrangements to help fund that production and sales.

The Company's 2014 Annual Report, released on 12 June 2015, needs very careful study. It contains material directly relevant to making an informed investment decision.

[jovi1] 10/9/2015 23:22

Any idea why this is going up in the last few days?
Thanks and good luck

[leedskier] 10/9/2015 15:34

thanks and you too ;


edit:


added after the market closed ...

clicking on the Scomi logo at the top left of the header takes one to that company's media page and the links to press articles, including those I have posted over the last few days, reporting on the comments made by Scomi during and after the AGM as to its market expectations for the current and next three years in respect of its drilling and other oil services contracts.

[paul the octopus] 10/9/2015 15:18

glad you are not holding the others, good luck and take care.

[leedskier] 10/9/2015 14:47

As for fundamentals this company produced and sold products to the value of £48 million last year, its second year of listing. It made a gross profit too.

[leedskier] 10/9/2015 14:29

I am not holding any of them.

[paul the octopus] 10/9/2015 14:19

leed, that's unfair, check out the @zOctopuz on twitter to see where I stand here, since it was 13p.with regards to Zak clueless "hot property" words, honestly we better of without his ramping if I may say, did he mention anything on fundamentals here, or just hot hot hot words.with TMZ, FRX, FLOW, CBUY. they all being hit for fundamentals reasons not because of me saying it. Hopefully you not holding any of them, otherwise I understand your situation

[wskill] 10/9/2015 12:34

Not even looking at the graphene drilling fluid arm of GRPH the fuel additive side should have a decent value with the fall of the ringgit compared with USD much more than £20m market cap that is for sure the last award of a $28m contract for platdrill is around this market cap .

With these products below any normal chemical company would be at 10 x todays share price but this is AIM of course.

Products Commercialisation Status
================== ======================================
PlatDrill Series Commercialised and deployed
================== ======================================
PlatQuartZ Series Commercialised and deployed
================== ======================================
PlatSurF* Testing stage by prospective customer
================== ======================================
GraphPol* Testing stage by prospective customer
================== ======================================
GraphEat* Testing stage by prospective customer
================== ======================================

Had to do an at best order for a 20k top up it is not a sell

[leedskier] 10/9/2015 12:25

To bash one share during the course of a trading day might be reasonable, to smack half a dozen different shares a day seems to be OTT.

[leedskier] 10/9/2015 12:25

We will put you down as undecided.

If you disagree with ZaK take it up with him.

[paul the octopus] 10/9/2015 12:04

hot property? did the company changed their line for business "This decline is all the more upsetting given the way that at least in theory Graphene Nanochem's line of business should be one which is hot property, and certainly attractive to private investors"

[leedskier] 10/9/2015 10:33

Thank you for that link and post.Needless to say I agree with his commentary, especially his view that this share should be 'hot'.

[juleshoddy] 10/9/2015 10:10

bit of charting from zak mir. take of it what you will:

[john henry] 09/9/2015 12:12

breaking out, target 26p

[leedskier] 09/9/2015 11:12

Its shares rose yesterday and are up 5.56% today.

[leedskier] 09/9/2015 11:09

More news from Scomi Energy Services (GRPH's JV partner).


Scomi targets international forays BY ZARINA ZAKARIAH - 9 SEPTEMBER 2015 @ 11:19 AM KUALA LUMPUR: SCOMI Group Bhd will put more emphasis on its international ventures to cope with the low oil prices and depreciating currency at home. Not derailed by the slower momentum in its upstream businesses, Scomi has continued to upscale its tender submissions for drilling services as well as development and production jobs worth about RM2 billion for this year alone. Its business development vice-president Zubaidi Harun said there are US$800 million (RM3.4 billion) worth of contracts waiting to be realised within the next two quarters. “With an order book worth about RM5 billion, we have submitted a total of 20 bids so far for oil and gas businesses in Turkmenistan, Indonesia, India, Myanmar and other Middle Eastern countries. “Although we foresee a moderate growth this year, we intend to intensify our offerings in the Middle East as the players there remain committed to maintaining production to retain their global market share. “While activities in Malaysia are projected to remain low in the near future, some of our key markets continue to be active, supported by the fact that 80 per cent of our group’s oilfield services revenue is derived from outside Malaysia, mitigating the impact of any slowdown,” he said after the company’s annual general meeting, here, yesterday. The group’s current order book stands at RM5.29 billion, giving it sufficient room to tide itself over the coming financial year. Meanwhile, at the group level, Scomi has managed to halve its costs by about US$5 million with its recent cost optimisation exercises. “We used to operate at about 25 per cent of our overhead costs over our revenue, but we have managed to trim it down to about 13 per cent in the last financial year. “We have reduced costs for our engineering, marine and energy services division, aided by our leveraging on currency at international locations aside from Brazil and Russia. “Although we anticipate another challenging year, we have developed a stable base of business and are working steadily to build on this,” said Zubaidi. Scomi has managed to remain sustainable and profitable with its profit-after-tax surging 3.4 times in its financial year 2015 compared with the previous year.

Read More :

[leedskier] 08/9/2015 15:46

Yep

30 Sept.

[leedskier] 08/9/2015 15:43

End of the month.

[adamoo] 08/9/2015 15:31

Anyidea when the interim are leeds

[wskill] 08/9/2015 08:10

Morning Leeds that looks good for GRPH then with all sales in USD and all costs in local currency just as you predicted earlier this year.