Graphene Nano Share Discussion Threads

[leafysuburb] 12/5/2017 12:20

Its the tightest spread I've seen in a long time

6.69p to sell and 6.70p to buy.

Not seen that in months.

Whats brewing?

Anyone?

[whites123] 12/5/2017 08:07

"THE GRAPHENE STOCK TO HOLD"

DCTA (DIRECTA PLUS)

Watch the proinvestors clip.
The CEO wants to talk about "Grafysorber". the interviewer however wants to talk Olympics ski teams. :-)

Directa Plus is one of the largest producers of graphene and associated uses.

Directors are 100% fully aligned with shareholders and the water treatment (Grafysorber) as well as removing pollutants such as oil can also be used in desalination filters.

(I urge any serious small PI's to call and chat to the company about its uses and potential uses).

It can be used in desalination filters. The world needs clean drinking water.

Directa Plus is touted as "The Graphene Stock To Hold"

They have also promised us at least 2 exciting news releases 2nd part of 2017.

CEO has committed to restoring DCTA share price and considers the recent fall a buying opportunity.

The stock is so lightly traded small buys and sells can affect the share price with what many would consider an over reactive movement in % gains and falls.

[leafysuburb] 10/5/2017 16:03

I saw the mid afternoon auction today and thought an RNS may have been out but checked on Advfn and I cannot find anything published yet.

Patiently parked and hopefully an update in the next week or two.

[whites123] 10/5/2017 12:44

Love clean water?
Love Graphene?

Take a long hard look at Directa Plus (DCTA)

Directors buying, market is big as we know.
Lightly traded, oversold.
Boomtime based on Graphene?

[varies] 08/5/2017 12:21

Many thanks.
I feel nervous about the stock market as a whole after such a tremendous run and feel inclined to retain only my modest stake in GRPH pending further developments.

[leafysuburb] 07/5/2017 11:58

I have Scomi as an introducer and deal maker and broker of others products. It's for the company's products to then sell themselves. That said they have delivered 2 good deals for GRPH. You'd probably be better advised spending your time researching those 2 deals and the pound notes those generate at the moment. More importantly what could happen if either expand to full take up. I don't think you will ever reveaal the terms of the introducer / brokering fee. Best wishes though for any further efforts. I've tried most routes and given up. I'll happily wait to see what happens.

[varies] 07/5/2017 09:26

leafysuburb
Thank you very much for your post.I am interested to learn that you too have been unable to find out much about the oil palm refinery that GRAPH badly needs to sell.

On another subject I have glanced at the SCOMI Energy Services web-site since GRPH does so much business with Scomi ES.
It is a smaller company than I expected, quoted only on the Malaysian Stock Exchange. The current share price is 19.5sen and market cap RM 456 million.
Fixed assets at 31.3.2016 are shown at RM739m and current assets at RM821m. Long-term liabilities are shown at RM153m, current liabs at RM541m and Equity at RM866m.
I forget how many Ringgits one gets for a pound but guess it is about 6 or 7.
Scomi ES is controlled by the Scomi Group but seems to be solvent on its own.

[leafysuburb] 06/5/2017 23:28

Varies, Like yourself I have done a lot of searching on this to try and steal an advantage and saw the palm oil refinery as part of a business park, for want of better words, and with water access. I have even tried searching under Platinum Nanochem + Malaysia and have even adapted searches with the .my code which should let you search directly the country concerned. Everything is extremely tight lipped and I can find no leaks or other country references to the palm oil refinery sale and other core assets. It all adds to the mystique of what may come soon. I therefore refer back to the 31st March update time and time again which seems to hint at non-core assetsales. "Graphene NanoChem (AIM:GRPH), the international provider of nanotechnology performance enhancing solutions for global industries, announces that the Company expects the successful debt restructuring exercise it has undertaken to now be unconditional by mid Q2 2017 as opposed to the end of the Q1 2017 as previously announced, post completion of the administrative process and other conditions precedent, including the process of non-core asset sales." It will boil down to everyone how they interpret the management speak.

[varies] 06/5/2017 16:34

Having lost a fair amount of money here and feeling that our prospects depend on a satisfactory sale soon of the palm oil refinery, I have belatedly looked into some of the available information on this subject.
Others on this spread will have a better understanding than I do and I would be very interested to learn from them.
The GRPH report for 2012 and the Lahal Datu web-site tell us that their Zurex refinery is in the POIC (Palm Oil Industrial Complex) in the NE corner of Sabah in the vicinity of extensive palm oil and cocoa plantations. My understanding is that Zurex is one of several OP refineries in the POIC and I see, for example, that MEWAH, a leading plantation company, decided in 2013 to revive there a refinery (that had lain idle for a year) following tax changes made by the Malaysian government that enabled Malaysian refineries to compete on level terms with Indonesian refineries.

The 2012 report tells us that GRPH was in the course of securing a loan of RM 18 million to enable it to recommence refining of CPO and the treatment of Specialty Chemicals. We were also told that despite the recent improvement in the tax regime the operating environment for small-scale Malaysian refiners would remain very challenging.
It may be, of course, that I have misunderstood the Lahal Datu web-site and that Meewah's refinery and Zurex are one and the same ! I hope this may be so.
If, however, I am right in fearing that there are a number of OP refineries at Lahal Datu, some at least lying idle, then obviously ours may prove hard to sell.

[leafysuburb] 04/5/2017 17:57

High Noon,

Some interest has been emerging over the last few days and it was nice to see the spread tighten up to about 0.2 of a pence today at one point. In reality the true spread is not as bad as what has been getting displayed.It then widened today on only a few trades and a few of those could actually have been Buys looking at pricing.

Its a shame that some cannot hold on for just a few weeks longer as they might be looking at a re-organised and re-focussed company for the future - and a share price that reflects survival and a going concern business.

[high noon] 03/5/2017 10:45

nice move today.

[leafysuburb] 27/4/2017 17:57

A much better day today. Having just looked at all the trades today they all appear to be buys except for about 2.

Hopefully some confidence returning.

I feel like I am the horse races and cheering on my geegee.

Come on Graphene Nanochem. Lets get the debt reshuffle over the line.

[leafysuburb] 27/4/2017 10:39

Its been a good few days what with Modern Water rocketing and opportunity on a few others there for the taking. MWG should hopefully look after itself, touch wood.

Back to the investment calender again for what lies ahead and the next potential driver for some share price gains. I've taken a gamble and have acquired a few more of GRPH over the last few days and as we are fast approaching the month of May. Hopefully then in the first half we get news that the company has pulled off its debt reshuffle with non-core asset sales and gets to move forward as a re-focussed good going concern and a recovery play.

Its slightly risky but the risk / reward pendulum is whats tipped me into topping up.

dyor, imho, wtfdik .

[leafysuburb] 24/4/2017 19:23

Hi stoxx67

True words in there

"whats your target on these?, they have come down a long way and LSE history is steeped in companies that have risen from the ashes (RBS), investment is a game of time and patience."

My short term target is 15p. Mid term its double that plus.

Not heavily invested yet but will probably add a fair chunk early May as if it pulls the debt thing off then its shown its survivor credentials and should move forward to far greater things and there shouldn't really be anything to make you stop and think and apply the brakes.

Good news thereafter should attain its full value and I would expect it to hold its value and build.

[leafysuburb] 24/4/2017 19:10

It should be an whole lot of a different company if it pulls off the debt restructuring process.

Graphene NanoChem (AIM:GRPH), the international provider of nanotechnology performance enhancing solutions for global industries, announces that the Company expects the successful debt restructuring exercise it has undertaken to now be unconditional by mid Q2 2017 as opposed to the end of the Q1 2017 as previously announced, post completion of the administrative process and other conditions precedent, including the process of non-core asset sales.

Not too long to wait.

Mid Q2 if I am counting correctly should be about mid May

leafy

[timbo003] 21/4/2017 16:34

See article/pod cast below (active link) from this week's Investors Chronicle

[leafysuburb] 16/4/2017 15:35

My first post and my interest in Graphene Nanochem comes on several fronts and I have spent the Easter school holidays reading and looking into things.

Firstly it comes off the back of a Master Investor article hinting that graphene will undoubtedly need to be sourced if the present success of any salt water filter is to be further developed and refined and brought to market. It focussed on Graphene Noneochem and seems to be stating that an 8p breakthrough could lead to 18p.

hxxps://masterinvestor.co.uk/trading/graphene-nanochem-wedge-break-lead-back-18p/

Secondly I noted that there does not seem to be any mention anywhere of any second set of Darwin loan notes having ever been instigated. Could it therefore be that the recent contract announcements in China and Turkemistan totalling $478,000 has negated any need for any second stage of such funding. As you rightfully highlight there has been payment up front or "payment upon order" as you call it so no need to wait or take on bridging finance. If so then there may well be a break period commencing without any hard Darwin selling and a reclaim of higher levels.

Thirdly news we know should be coming on the restructuring process within the next month (mid Q2) I think then you may get positive news on the non core asset sales that you mention. There is a sizeable palm oil refinery with good links and a biofuel business.

I also did note that by comparison the present market capitalisation of Graphene Nanochem is only about 25% of that of Applied Graphene, who by comparison do not seem to have the same level of business activity.

If monopoly and making money is the game then based on the above 4 points and potential for a good few months ahead I have taken a "Chance" and am hoping to bolster my "Community Chest" earnings.

dyor, imho etc

[stoxx67] 14/4/2017 11:36

many thanks LS

i remember you from the bad days of RBS back in 2008/2009, though they did of course get better and i feel sure you did OK out of them.

i am guessing you are heavily invested in this company, i merely have 100k shares in my SIPP at present.it ws the story of sea water filtration that piqued my interest and then i found the company was about a huge amount more, so was surprised to see the price languishing somewhat

whats your target on these?, they have come down a long way and LSE history is steeped in companies that have risen from the ashes (RBS), investment is a game of time and patience.

[leedskier] 12/4/2017 17:56

It is still trading with a market cap of 25% of AGM which has virtually no business.

The question of the asset sales is very important. Why the pristine palm refinery with pipelines to the port at Lahad Datu has not been sold yet remains to be seen. Clearly if neither the biofuel business or the palm oil refinery are sold, GRPH has a problem.

As for the order book, so far as the Oil field products are concerned it is currently three dimensional.

China

Graphene Nanochem (LON:GRPH) has picked up its first order in China for its drilling fluid Platdrill.

Worth about US$360,000, the order is to service two wells in Changning in the southwest of the country, an area where 300 shale gas wells are expected to be drilled over the next five years.

Graphene and its partner Scomi are also marketing Platdrill as a more environmentally friendly alternative to traditional oil based mud (OBM) in south east of China where drilling contractors are expected to use 80-120,000 of synthetics as a replacement for OBM.

Turkmenistan Emirates National Oil Company, which now owns Dragon Oil:


3 March 2017

Graphene NanoChem PLC

Commercial deployment in Turkmenistan

Graphene NanoChem (AIM:GRPH), the international provider of nanotechnology performance enhancing solutions for global industries, is pleased to announce that the Group has received a firm commitment for the deployment of PlatSurF, its oilfield recovery additive, from a Middle Eastern oil and gas company. The client will be using PlatSurF to improve production from its existing oil wells in Turkmenistan.

Highlights:

§ New commercial territory entered in Turkmenistan
§ Latest PlatSurF win follows the successful deployment in Myanmar, as previously announced, and is considered testament to the quality of product range
§ First purchase order valued at US$118,800 - deployed for use in 1 trial oil well
§ The client has oil well rejuvenation needs for up to 110 oil wells

PlatSurF, a nano-emulsion fluid, is used to remove residues, remediate oil blockages and improve hydrocarbon flow passages in open-hole or cased-hole drilling. It can be used in previously damaged oil wells in order to improve production rates by reducing wastes and residues generation.

The first commercial order received for the trial, valued at US$118,800, will be deployed for use in one oil well in Q2 2017. The client has oil well rejuvenation needs for up to 110 oil wells in Turkmenistan and, upon successful trial, the Group shall commence negotiations for further purchase orders for the balance of their oil wells for utilisation over the next 12 - 24 months.


Myanmar

25 May 2016

Graphene NanoChem PLC
("Graphene NanoChem" or the "Group")

Commercial Deployment in Myanmar

Graphene NanoChem (AIM:GRPH), the international provider of nanotechnology performance enhancing solutions for global industries, is pleased to announce that, following a successful series of field trials, the Group has received a firm commitment for the deployment of PlatSurF, its oilfield recovery additive, in a 2 year 16 - 18 wells drilling programme in Myanmar for a leading oil and gas company ("Myanmar Drilling Programme").

GRPH announced post relisting, that the Myanmar contract was expected to resume in Q1/2017.



---

I have posted this stuff, simply because I have an encyclopaedic knowledge of the Company's order book.

As commented above there are risks here, as there are for most commodity companies listed on Aim, and investors should read the RNS posted since relisting very carefully.

add:

Those who do will note this comment in one of those RNS:

The Group is continuing its chemicals sales through SCOMI that are providing the Group with working capital through payment upon order.

[mdvorkin] 12/4/2017 17:09

Seems to be a big misconception here in that Darwin are gone.Only the first of the 3 tranches of notes has been converted. The second one which had a conversion date of March was not taken - I'm not sure if it can still be taken up. The 3rd can be executed in June if the company so wish.The 'no' takeup of these notes is totally dependent on Graphene Nanochem completing the sale of its refining assets, expected mid next month and any further new business wins.If the refining assets are not sold and business wins don't appear then Graphene Nanochem might have to take up the next Darwin loan in order to remain a going concern.Please do your own research as it's all written in the company statement issued in December.

[phil1969] 12/4/2017 15:17

13m new shares issued to Darwin on conversion of recent loan notes since beginning of April but over 45m shares changed hand in same period.
There is a lot of interest in GRPH behind the scenes and Darwin have taken full advantage of the average price over the last 20 days conversion rate as part of the CLN. As the price rises, as it is set to, Darwins margin would shrink.

The warrants attached to these loan notes are fixed at over 18p

[phil1969] 12/4/2017 14:54

Darwin out. Last loan note executed.
RNS states - This conversion will result in no remaining loan notes outstanding.

[phil1969] 12/4/2017 09:13

Usual morning dragging down of share price before the usual flurry of AT buying later.

[marketeer4] 11/4/2017 16:26

Isaready, if my memory serves me correctly when GRPH were spun out of BIP they were 140 pence which suggests there is a long way to go to make good.