Haydale Graphene Industr... Share Discussion Threads

[superg1] 19/4/2017 09:54

Timbo

MD of the composites selling, Why is that?

[superg1] 19/4/2017 09:53

Dear Ray

I haven't posted for while as Timbo asked me not too and I honoured that. I even filtered him so the thread disappears, but he keeps prodding and poking me on another thread, so here I am.

What are you going to do about the lies on your website and news Ray. Shall I let the major investors know perhaps the nomad too so you can for once record the correct information.

You advertise your company as essential to the graphene world indicating that no one can use graphene without your type of tech. It's simply untrue and you know it. To me it is blatant lying that's my opinion.

IMO you should not sell your company in such a way and just start being honest about it.

BTW

YOU ARE OBLIGED to monitor such bulletin boards ask your nomad.

Oh BTW

As I haven't been reading the thread did your band of followers spot that Everpower have gone with someone else for graphene ??? If not perhaps I should carry on helping out here so they get the full picture.

[timbo003] 12/4/2017 10:08

Interesting comments on the Huntsman and AGM collaboration. Huntsman (and AGM) work to six sigma standards, so they are super meticulous before accepting any new process and examine the effect of all possible process variables, needless to say this takes time and resource. Haydale have spent 18 months and a seven figure sum optimising dispersion technology and pre-preg formula know-how for epoxy resin composites to meet these exacting six sigma requirements. Anyone else wishing to get to a similar stage would need to commit a similar level of funds time and resource.

[timbo003] 12/4/2017 09:28

One interesting comment on electro conductive properties of GNPs (not covered in the slides). If you introduce (functionalise, or partially functionalise) with oxygen to improve dispersion properties, you detract from the electro-conductive properties, i.e. the resulting GNPs are relatively poor conductors.

[timbo003] 12/4/2017 08:29

The slide set and notes from the meeting should be available in the next day or two on the ShareSoc web site, I will post the link when it is available

I confess I did not realise what a huge opportunity the Everpower collaboration is going to be for Haydale. China's Graphene production and utilisation is likely to be massive and dwarf anything we see in Europe, especially in composites. Their current pre-preg production is 10X larger than anyone else and they are the world's largest producers of graphite, so go figure.

[timbo003] 11/4/2017 10:10

Ray Gibbs at ShareSoc tonight, so I look forward to that update and will report back if appropriate.

Reassuring update on the funding from Everpower yesterday, so that looks like it is now certain to go ahead.

[petewy] 11/4/2017 09:43

AGM is such a volatile share: results today.

[varies] 07/4/2017 15:29

timbo
Thank you so much. Your post is really helpful and I will study it carefully.

[varies] 07/4/2017 10:59

I hold VRS and am tempted to invest in HAYD too but am a little discouraged by Evermore appearing to get cold feet. Can anyone offer an explanation for this ?
Timbo 003
Thank you for referring us to Talga and Directa. Talga certainly looks interesting, if rather short of cash, and I will look further into this.

[timbo003] 05/4/2017 09:20

>>>petewy

Yes, there seems to be some momentum at the moment.

Directa Plus seems to have been left behind, although I don't think I would invest there (certainly not with the current market cap)



Talga resources (Graphene and graphite producer) also seems to have rocketed up in the last few days

[petewy] 05/4/2017 08:40

Three nanoshares are moving up quickly, HAYD AGM VRS.

[timbo003] 28/3/2017 22:21

More on pricing from Talga, the CEO is talking under $80/Kg and perhaps as low as $55/kg, that's certainly going to make it more affordable and encourage greater adoption in end products.

Also he's estimating 100 - 200 tonnes per annum from their new pilot plant in Germany

[timbo003] 28/3/2017 21:34

Haydale's partner Talga have a new slide set up on their Web site which was used for their TechKnow Conference 21-23 March 2017



There are quite a few slides that refer to functionalised graphene and Haydale get a couple of name checks

Slide 11 gives the link to a Video showing the basic Talga defoliation process (also see animated gif and link to you tube video below)









I was aware before that Talga had an electro defoliation process, but I did not realise that it was the technology which they are taking forward to full scale production.




Presumably it is this Graphene which Haydale and Huntsman are using to improve the Huntsman Epoxy resins which is good news from a cost and security of supply perspective.






This slide in the appendix was quite interesting as it gives a snap shot of current pricing and potential uses for each different grade and estimated annual consumption.

[petewy] 27/3/2017 10:44

LTBH IDEA SPT

[timbo003] 27/3/2017 05:19

>>>>pete

Nothing wrong with a bit of diversification

You seem quite adept at timing your trades in and out, I'm just not hard wired for that so I just stick to LTBH (assuming fundamentals do not change).

[petewy] 26/3/2017 15:24

Thanks Timbo, Along with VRS I'm back in again.

[timbo003] 26/3/2017 13:40

Interims looked more than okay to me

There is a new Ray Gibbs interview here which is worth a listen:


Exciting progress on the functional inks by the sounds it with sticky revenues now coming in through an FDA approved medical application. A real life application with real benefits, not just blue sky speculative applications for graphene such as many of those discussed elsewhere.

With Huntsman it seems they are concentrating on enhancing thermal conduction (so I assume this is for machine tooling) and for Flowtite, I assume this is for increased strength/reduced weight in the sewerage and water pipes

All good stuff.

[petewy] 19/3/2017 18:15

Interim results Wednesday.

[timbo003] 15/3/2017 17:10

There's a new interview with CEO Ray Gibbs on Proactive following today's news, still quite secretive about the customer and about the hybrid application.

[timbo003] 15/3/2017 12:59

Haydale, Lidco and Bioventix will be at the ShareSoc London Seminar on April 11th starting at 17:30 at the Capita, 40 Dukes Place, LONDON , EC3A 7NH



You wil need to register, but it's free to attend for ShareSoc members and there is a small charge for non members to cover the cost of refreshments.

[knownowt] 15/3/2017 07:25

I like particularly Ray Gibbs' commemts in para 3.


Four-year supply agreement with global industrial manufacturer


Haydale Graphene Industries plc (AIM: HAYD), the global nanomaterials group, is pleased to announce that its subsidiary, Advanced Composite Materials LLC, ("ACM"), has entered into a four-year agreement ("the Agreement") to supply Silicon Carbide ("SiC") micro-fibre to a global industrial manufacturer of tooling and wear-resistant solutions ("the Customer"). This sole supply Agreement has a potential sales value of over US$2.6 million over the initial four year term with first orders to be delivered in the final quarter of this financial year. The Agreement has a minimum annual order quantity which the Board expects will equate to an average annual revenue of approximately US$600,000 (subject to the terms and conditions of the Agreement being met).

Following a period of stringent testing, the Haydale SiC fibre has been approved for use in the production of SiC whisker reinforced (hard edged) cutting tools. There is considerable demand for SiC whisker reinforced cutting tools which are used extensively across a range of industries and more specifically, for the production, of land based turbines and jet engine fan blades. This Agreement marks a significant step forward for ACM, which is also now proactively selling Haydale's range of graphene enhanced composites, 3D printing filaments and additives into the North American market. ACM was acquired by Haydale in September 2016.


Commenting on the agreement, Ray Gibbs, CEO of Haydale, said: "We took the decision last year to invest in the USA through Haydale Technologies' acquisition of a speciality materials business, ACM. We are delighted with the integration of ACM within the Group and especially the volume of samples of graphene, silicon carbide and a hybrid combination of both we have shipped to major US companies as well as certain targets in the Far East. Feedback has been very encouraging and positive. Our focus is to support the co-development of new materials with these companies and bring them to market."

Commenting on the Agreement, Trevor Rudderham, CEO of Haydale Technologies, Inc. said: "We have made great progress over the past four months since our acquisition of ACM. We have solidified existing contracts and have now started winning new sales accounts such as this one asking for deliveries in the next quarter. This demonstrates our focus on building long term business partnerships with best in class corporations. As we continue to integrate all of the products and services Haydale offers into the US, we are confident of achieving continued success."

Further terms of the Agreement

The Agreement contains customary termination provisions including in the event that the customer ceases production of whisker reinforced ceramics, the customer shall have the right to terminate the Agreement and 50 per cent. of the agreed price for the annual minimum order quantity for the remainder of the four year initial term would remain payable to ACM. The Agreement may also be renewed for an additional two year period subsequent to expiry of the initial four year term.

[petewy] 14/3/2017 19:28

Commendable application.
The aileron can be seen on Haydale’s stand number M13 in Hall 5a at JEC World 2017 from March 14 - 16. Haydale Composite Solutions staff will be available to discuss this new technology and explain how it can be applied across a range of products.

That's today.

[timbo003] 13/3/2017 21:09

There was an interesting press release from Haydale today (see details below)

The list of partners on this project is quite impressive and includes Airbus UK, BAE Systems and Cobham.

I suspect the use of Graphene composites for aerospace is still a few years away, but this work probably brings the day when they can be used a bit closer. The regulatory authorities are more likely to be persuaded by safety advantages (such as this example) rather than any economic advantages, such as reduced fuel bills for the airlines.




Graphene-Enhanced Composite Materials Improve
Lightning Strike Performance

Haydale Composite Solutions are pleased to announce the production of graphene enhanced electrically-conductive carbon fibre-reinforced composite materials with improved resistance to damage from a severe lightning-strike event.

Carbon fibre-reinforced composite materials, as used in many aerospace structures and components, are vulnerable to damage from lightning strikes. However, the addition of functionalised nano materials to the epoxy resin through the use of Haydale’s patented plasma functionalisation process, HDPlas™, has been demonstrated to significantly improve the electrical conductivity of the epoxy resin which allows the laminate to dissipate the energy of the lightning strike throughout the structure thereby reducing the localised heating which causes damage in a lightning strike event. Importantly, these improvements have been achieved without any major issues with existing manufacturing processes.

The mechanical properties of the modified material have been evaluated and it has been shown that the properties are maintained or improved by the addition of specific nano particulates. Particular attention has been paid to the matrix dominated properties such as in-plane and inter-laminar shear. Improvements of 16% - 20% have been recorded in the measured modulus whilst maintaining the strength of the material.

A comparison has been made between modified and unmodified panels subjected to direct lightning-strike events and it has been demonstrated that severe back-face damage and punch-through can be eliminated through the use of these additives as can be seen in the following images.





This work has been conducted as part of the NATEP-supported GraCELS Project, a collaborative research project involving Haydale Composite Solutions, Airbus UK, BAE Systems, Cobham Technical Services and SHD Composites.

The HDPlas™ graphene-modified material has been used to manufacture an aileron inspired by a design from Airbus for their Eco-Flyer aircraft. The aileron is nearly 4m in length and uses a novel design and manufacturing approach....continued