Graphene Nano Share Discussion Threads

[wskill] 08/10/2015 15:57

Did start to doubt my own research with this manipulation but the company has been going from 2006 .

The Directors have previous start up experience they took PURE to £1 Billion company from start up.

The BIP refinery cost £9.5m and is a decent asset

Also the £32m raised in the IPO has been invested in real products which have been endorsed by a good few National oil companies and marketed by Scomi a large player in this field.

So no problem with GRPHs products they are fit for purpose and the water based drilling fluid is 82% more effective than todays biggest selling product.

The hedge funds playing the AIM market have all but destroyed it but I still think we will come good in time.

[rob67] 08/10/2015 15:21

I still think someone is manipulating the share price to stop any rise. Especially after positive news. Only good volume buying will end this imo

[wskill] 08/10/2015 09:32

Can only see the oil price rising helping GRPH it will take time to build revenue again but it will have decent margins for a change.Still think there is all to play for now we have dumped the bio fuel side.

[jovi1] 07/10/2015 23:24

Hi rob
As the last 2 investor left in this company if you keep your I will keep my lol
How can this share go down when the oil price go down and still go down the oil is up.
Down when palm oil up and down when go down
But I know this will go up as soon as I sell
Dam

[rob67] 06/10/2015 12:16

Yes i agree

[jovi1] 06/10/2015 11:18

Just onwards, for the up we can hope in the near future

[rob67] 06/10/2015 07:37

RNS out. More platquatz sales. Up and onwards!

[arlington chetwynd talbot] 02/10/2015 03:40

leedskier
29 Sep'15 - 08:40 - 7176 of 7233 0 1


I have often wondered about the wisdom of these employed share bashers posting on BB after drinking heavily.
----------------------------

That was unfair Mike, and you know it.

[1sillydoris] 01/10/2015 20:51

" contracts " if one looks at the news flow from this company they use an awfull lot of words to say very little,
A bit like the so called contract to supply Shell with x amount of product ,the more I've gone over the news flow the more dubious I am, I don't know why but this business just does not smell right, I mean look at the chart, surely no sane person would be pleased with the bod based on the results thus far, this is a Malaysian business listed on AIM, that alone should ring alarm bells, no institutional investment and in my opinion just waiting for the next fund raising to continue drawing lifestyle salaries , maybe I'm wrong for the nvestment sake of holders but if was a holder I'd be crystallising my losses before it gets any worse, Dynamohum was right and I'm glad I took note of his take on the business, I'll now try to find a positive investment proposition.
New to this , got fear and trepidation already .

[rob67] 01/10/2015 15:33

I like this little snippet tucked away in the interim report :

An important breakthrough this year has been the extension of the Group's treatment solution to the downstream sector. The Group is now bidding for two large petrochemical plant treatment systems, one in Egypt and one in Thailand. These potential contracts are long term in nature, some even stretching out to 15 years


What value to a 15 year contract to clean all waste water at a large petrochemical plant??? X2

Game changing revenues imo

[rob67] 01/10/2015 09:59

Leeds could you update the BB with the current strategy outlined yesterday. Perhaps the Proactive Investor video added to the header would also be useful. Thx in advance.

[wskill] 30/9/2015 18:43

leeds its been a rollercoaster ride since BIP and today is no different ,unluckily for me I doubled up my investment here the past weeks but still believe with current management we can still achieve .

[leedskier] 30/9/2015 18:33

As previously reported, the group is in discussions with financiers to restructure current borrowings of £18mln to align its debt maturities with current growth plans.

“We are very focused on achieving this in the shortest possible time,” chief executive Jespal Deol told Proactive Investors following the publication of interim results.

He said the restructuring would allow the company to conserve cash while continuing to invest in two growing lines of business – oil services and water treatment.

The debt plans wouldn’t involve “significant investor dilution”, Deol added.

[rob67] 30/9/2015 17:34

Excellent video piece. Explains everything i need to know. Well done for posting.

[marketeer4] 30/9/2015 17:27

Is that a late buy of 89k? If so someone else has confidence in this company, but I think it is a long term hold.

[proactivest] 30/9/2015 16:01

Video interview with CEO Jespal



Jespal Deol, chief executive of Graphene Nanochem, (LON:GRPH), explains how and why the firm has left behind its capital-intensive fuel additives business to focus on higher margin oil and water chemical opportunities.

The CEO also comments on plans to cut net debt to less than 2 times EBITDA by 2018 and align the debt maturity with wider plans for group.

Despite the tough market conditions, Graphene Nanochem has rolled-out three product lines from its oil recovery solutions unit to national oil and gas companies.

“Our products are no longer regarded as new,” says Deol. “They are becoming standard wherever we deploy them.”

[roddyb] 30/9/2015 15:58

You see, this company is consistent. The playing of the news feeds, these dribs and drabs of order wins and no mention of withdrawing from an entire sector until today's results. Where could there be any trust between the market and the directors? Downhillskier loves this company but it won't love you back, I guess the view on governance and fair play in the market is very different over there, such a shame.

This company remains a dog, sadly.

[jovi1] 30/9/2015 14:54

leeds
i read the same thing too but somehow i got the feeling that whta was written between the line was.
we have a lot of trial where we may or maynot get the contract and if we got the contract we have no capital to do it.
at the moment we refusing order that are too small as we will not get funding for those.
If we get big one (and we are confident or close to that) than we are likely to have fund and we will be able to do big and smaller contract.
little better than red or black at the casino but can still be a good investiment.
i have a small holding and this is dedicated to my gambling site not quite a retail investor proposition for the pension scheme
i suspect we both saing the same thing but your sound better

good luck

[leedskier] 30/9/2015 14:03

When no news appeared at 7.00am, I went out for the morning. On returning I have spent considerable time carefully reading (and re-reading) the RNS, word by word, line by line. The CEO's RNS generally contain a great deal of detail and need the most careful study to be understood.

Whilst in line with the Company's previously stated strategy of cutting the umbilical cord with biodiesel, the speed of the implementation of that decision has probably caught many, including me, off guard.

I did post that I wanted to see a cut in expenditure. Well it has delivered on that, by amongst other things, a reduction in head count.

About one issue there can now be no argument, GRPH is now 100% focused on producing Graphene enhanced products.

The RNS included reference to details posted two previous RNS:

1) To address a question raised here yesterday, today the company did make a very brief reference to the 'IOC 5' oil company testing platdrill, which is expected to be concluded this year. I presume the company has yet to learn of the outcome of that.

2) On 14 July the Company announced

Graphene NanoChem (AIM:GRPH) is pleased to announce a significant milestone of its product rollout plan with the award of a trial well by a leading Middle Eastern oil company as part of the phase 1 deployment of its Water-based Drilling Additive in Turkmenistan under Scomi Oiltools' current 3 year onshore drilling contract.

The Water-based Drilling Additive, which provides superior performance in reducing torque and drag and enhances rate of penetration in drilling will be used by Scomi Oiltools as part of the key formulation of their new High Performance Water-based Mud technology, HyperDrill System. The Water-based Drilling Additive, specifically formulated for a deviated horizontal well drilling, is seen as the ideal solution to overcome the challenging conditions of the deviated wells developed by Scomi Oiltools under the said contract.

This trial well phase will form part of the drilling programme for a targeted deployment into an additional 8 - 10 wells in phase 2 before the end of 2015.

Scomi Oiltools is also expecting to participate in a new tender to be issued by the aforementioned leading Middle Eastern oil company in Q4 2015 for the 2016 - 2019 drilling programme in Turkmenistan using the HyperDrill System.



Today's RNS includes ...

The award of a trial well by a leading Middle Eastern oil company as part of the Phase 1 deployment in Turkmenistan has been successful. The product which provides superior performance in reducing torque and drag and enhances rate of penetration will be used by Scomi Oiltools as part of their key formulation in the new Water-based Mud Technology HyperDrill system, that is specifically formulated for deviated horizontal well drilling, seen as the ideal solution to overcome the challenging conditions of the deviated well covered by this trial.

[andrewbaker] 30/9/2015 13:54

A product looking for proper management: and I do not know if it will be found. For those who believe that the high margin sales will increase, and that the debt will be restructured without hurting existing shareholders, then the price is attractive now, and some may wish to average down. However, the risk is high. Not only does management not inspire confidence, but the general economic situation needs to improve to provide a climate for sales growth. Maybe there is a business out there that could see GRPH as a good fit, at the right price: any takeover value here???

[plunger2] 30/9/2015 13:47

Very pleased that we're ditching low margin product; it clouded the picture.

The marketing effort on the "high tech" end is going really well. Just need to get the funding resolved.

Meanwhile our Market Cap: £15m v. AGM's £40m; QFI's £120m
Enough said.

GLA JMHO

[jovi1] 30/9/2015 11:53

The hope is that all the bad news are out now. But why I have the feeling more to come
I only have a small holding on this and I buy it because the potential on the O&G but still I did not expect to close the low profit and91% of revenue without saying
If the 7 mill is the revenue for O&G maybe is not that bad, but is a big but

[spectoacc] 30/9/2015 11:13

"Jespal Deol, Chief Executive Officer of Graphene Nanochem, commented: "This has been a period of further growth for the Group".

Financial Highlights
-- Gross revenue decreased to GBP7.0m (2014: GBP20.4m)
-- Gross loss of GBP0.2m (Gross profit 2014: GBP0.1m)
-- Loss before tax of GBP3.7m (2014: GBP3.5m)
-- Loss per share of 3.3p per share (2014: 3.1p)

It's growth alright - in losses! Took a big bath on these - good luck holders, but they disappointed me once too often. The final straw was the sudden unexplained tank from about 27p, halving in price, before later admitting they were talking to equity holders/looking to raise finance. Would be interesting to see who was selling them down before the information was public.

[rob67] 30/9/2015 11:07

Jogg on mr Dynamo