Haydale Graphene Industr... Share Discussion Threads

[timbo003] 03/5/2017 23:09

Haydale's shares were a bit perky today. I believe they got more than just a mention in the May edition of Frontier Tech Investor:
"How to invest in graphene – this month’s recommendation"

[petewy] 03/5/2017 12:34

Out of interest, moving averages are not good. "the 50-day moving average dropped below 200-day moving average which is a death cross is considered a bearish sign.

Last time this happened the share went down to 150p.
I bought back in recently and hoped to stop trading and in for the long haul

[timbo003] 02/5/2017 09:55

There's a new interview with Directa Plus CEO (Giulio Cesareo) following results last week and a short article (with revised broker forecasts) on Proactiveactive investor:





Sounds like Directa Plus have had mixing/homogeneity problems to me.

They should have gone to Haydale!

[timbo003] 30/4/2017 17:02

Another example of improvements in the properties of graphene through functionalisation:



This work (from a Chinese research group) demonstrated improvements in both mechanical and thermal properties of composites through addition of Functionalized GNPs

Composites containing functionalised GNPs were also shown to have superior thermal and mechanical properties compared to composite containing pristine (unfunctionalised) GNPs.

Further evidence to support the Haydale view that graphene must first be appropriately functionalised so that the end product can take full advantage of its superior properties.

I wonder whether in years to come almost all high end applications utilising graphene will in fact use graphene what has been functionalised in one way or another. It is beginning to look that way to me.

[timbo003] 28/4/2017 08:33

......Meanwhile Haydale and Everpower complete the necessary share transactions for that collaboration to go ahead. China here we come!

[timbo003] 28/4/2017 08:30

Directa Plua results out today (year ending Dec 2016), I'm glad I dodged that one when it was offered to me in the IPO.


They have a few "showcase" products: clothing, specs, bicycle tyres, but that's probably all they are.

Revenues of just £740K, up from £390K the year before and a market cap of £30m, No thanks, not for me!

[timbo003] 26/4/2017 06:53

I have mentioned Talga Resources on here from time to time as they are partnered with Haydale providing the GNPs for at least some of Haydale's work with composites, for example the aileron aerospace projects.

Their share price (and quoted share options) are doing rather well at the moment, so no funding problems for Talga to deliver on developing their all important Graphite mines and Graphene pilot plant production facilities which will be required to supply Haydale and Haydale's partners (such as Huntsman) with the required production feedstock.

[wasteof time] 25/4/2017 09:49

sell sell sell. director f...... with shareholders on aimmmarket. No mate need the money for er er health issues ....know what i mean hoildays on the costa brava or cannes.

[timbo003] 24/4/2017 09:22

I have been doing a bit of digging around following Ray Gibbs comments at the ShareSoc Investor meeting regarding the dispersibility of graphene from other providers being due to some functionalization (notably oxygenation) occurring during the manufacturing (a hypothesis which is supported by the elemental analysis numbers on their technical data sheets) and the likleyhood that the resulting oxygenated GNPs of having impaired conductance properties compared to Graphene GNPs manufactured using methods which do not result in this (unwanted) functionalization.

This open source review suggests that functionalization with oxygen impairs conductance properties, whereas functionalization with nitrogen can actually improve conductance properties.


Interesting stuff, especially when you consider the Haydale process can easily introduce nitrogen functionalization and (apparently) this is the preferred functionalization type for the work with Huntsman's Epoxy resins

[timbo003] 21/4/2017 16:12

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

[timbo003] 19/4/2017 20:59

The slides used by Ray Gibbs for the ShareSoc investor meeting last week are now available on line for anyone interested:



Also given that some investors have expressed an interest in Talga Resources (Haydale collaboration partner), I have set up a thread to try to bring together useful information on Talga:

[superg1] 19/4/2017 15:55

Lol don't be silly now.

It was demonstration of the heat sink I never made anything of that and in fact did the opposite.

BTW the heat sink is being trialled by over 130 customers including some OEMs. more likely for set top boxes TVs and computers. If it comes good all well and good.

You can't compare mines that cost 10's and 100's of millions to a copper heat sink.

BTW they had to turn down significant interest as the demand was just to large which no doubt would have meant small margins. The risk is you spend millions setting up and then the big buyer puts the squeeze on. A sensible approach I suggest.

Anyone can se Talga are a junior miner BS crew GOOOOOLD no IIRRRONNNNN. Hey don't look now ........Graphhhiiiittte. They are hot topic chasers so far, perhaps this one may work.

I'm surprised they haven't gone for Lithium I saw cobalt mentioned.

They have along way to go to beat one I know that went through about 10 different mining options and ended up on some shops at one point.

[timbo003] 19/4/2017 15:39

A bit like starting off with Water Cooled PCs and then switching to Graphene?

[superg1] 19/4/2017 15:06

You are having a laugh re flags.

They were supposed to be a gold mining company but couldn't;t get it going so are chucking it in.

Then they went after iron and you guessed it are chucking it in.

Now they appear as a world lead in graphite/graphene with an opening line to target the $70 billion market.

So another BS junior mining company with millions needed.

Revenue last interims £98k

Cash in bank £4.6 mill.

His BS has certainly sucked a few mugs in.

[superg1] 19/4/2017 14:26

ha

The Talga graphs

Is the CEO of Talga another serial BS guy.

If you look at their own graph he has the emerging use on under 10 layer graphene with a total of somewhere between 60,000 and 75,000 tonnes.

In the future they forecast 35,00 tonnes but I'm assuming that would include multi-layer for things like thermal and others uses perhaps in concrete.

EG he adds another 60,000 tonnes for multi-layer.

That's a sure sign of someone over-stating things and I'll seek to check out his claims of what he said the UOM said about them. I think I know the answer lol

[superg1] 19/4/2017 14:03

Timbo

Are you sure your claims are spot on re the Talga presentations

Tour post

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

It says

Advanced materials have superior characteristics such as better strength and conductivity or enhanced functionality such as memory, self-healing or thermal capabilities.

IE that graphene functionalises materials not funtionlaised graphene in that slide.

"Peer study: “Functionalised Graphene as a Barrier Against Corrosion” "

It's only really one mention for the barrier coating.

Then

'Presumably it is this Graphene which Haydale and Huntsman are using to improve the Huntsman Epoxy resins'

Well if it was Talga would be the first to say so wouldn't they but they haven't so it obviously isn't theirs.

If it was theirs I'd expect them to start it as Talga's graphene or Talphene which is the brand name.

However looking at Talga's graphene the lateral size doesn't seem to support that it would be material for composite strength going by science appears on the topic which state lateral size is key.

That's why Talga don't list the lower lateral size product for such use.

So where are Talga's tests for their product to show it works.

[petewy] 19/4/2017 13:55

OK So I'll filter you.

[superg1] 19/4/2017 13:47

Pete

Nope I agreed to give it a rest but Timbo insists on a battle so it will go on.

I have contacted Haydale they don't reply. I wonder why?

Perhaps I should just ring the nomad and see if they have any idea.

[petewy] 19/4/2017 13:14

Yes superg give it a rest. I have to read your overwritten posts on VRS which I hold.
Boards are for me about facts short and sweet. Timbo is an example. You are verbose.

OK I hold Haydale and I'll go broke and have to hire lawyers to go the HIGH court.

Duh....I get the point.

[timbo003] 19/4/2017 13:08

sugerg post #385 states....




What is he on about? We have known from the start that Everpower have other graphene and nano-material interests. Haydale don't make graphene, they enable it, there has never been any secret about that.


The Everpower collaboration is very much alive and well, from the April 10th RNS



Ray Gibbs, CEO of Haydale, said:
 
"Last week I, with some of our senior team, met government officials and commercial business leaders in Chengdu and Fuzhou. The week was a great success and sets the scene for our exclusive collaboration in China.  The whole visit was very encouraging with significant interest in our conductive inks and Silicon Carbide.  Additionally and most significantly, the recent increase in mechanical uplifts of carbon fibre pre preg achieved with our graphene has really excited the Chinese "in country" vehicle business looking at light weighting and incorporating graphene and other Haydale offerings to make the next generation automobile.  We are now considering our China infrastructure to meet what is looking like substantial new opportunities for our graphene and nanomaterial products."  

[timbo003] 19/4/2017 12:46

superg, if you are that upset why not write to Haydale and complain, or are you are just a keyboard warrior with no bottle?

Meanwhile I fail to see anything wrong with the statement on Haydale's web site, which you seem to find so objectionable, Haydale state.....


"Graphene does not readily mix with other materials, it must first be appropriately functionalised so that the end product can take full advantage of its superior properties."


Haydale do not state that it is always necessary to functionalize graphene, they state that to take full advantage of it's superior properties it should be appropriately functionalized (which is not the same thing)

By way of an example, by adding functionalized graphene to Scott Bader's resins, Haydale have achieved increases of up to 200% in both tensile stiffness and strength which represent a major leap forward in resins technology.


I am sure there is data out there showing more modest increases in tensile stiffness and strength using unfunctionalised GNPs which have not undergone an additional functionalization step, but to date I have not seen anything approaching 200%. Has anyone else?

[superg1] 19/4/2017 11:29

BTW

Timbo

I am not anonymous. My details for this account are all correctly recorded I would happily chat to Haydale about the issues I raise.

I was most impressed with Haydale. in the early days. I thought they produced graphene to start but they don't. Early on I thought their tech was essential for dispersion of GNPs and perhaps they had a niche market.

Ray has openly stated that many thought Haydale produced graphene which they don't, he made that clear in a presentation/video.

When I find things that are untrue it makes me dubious.

As far as I'm concerned what Haydale claim as posted is untrue, I know Ray is aware of the issue as he got hot under the collar last time it was raised. Yet nothing has been done to remove the claims or adjust them appropriately to fit he truth.

So until they do how can anyone trust him or Haydale.

I took it as an oversight in an industry where initially that may have been thought to have been true. However as time has moved on it's clearly not true as others have proved.

So what is the harm in just fixing that issue instead of just leaving some some investors with incorrect information.

Look at it this way. If for whatever reason Haydale underperformed it leaves the door open for investors to claim they were misinformed about an investment and they can make a claim against Haydale.

Ask Haydale they will have liability insurance for such circumstances. Others they may do business with on the PR side will also have a liability claim sticking it all on Haydale if the details they get a claim on is due to information provided from Haydale.

Now I know for sure that some PR companies have a liability claim as unlimited. But for many Aims they could have a liability cap on insurance. So that raises a big issue if bigs claims are made over and above insurance levels.

Why leave themselves open to what some consider anal points.

The AIM is full of misinformation and lies. Haydale imo need to tidy their act up as it tarnishes their business by being what I consider deceitful. It leaves them open to challenge.

I sense the game is starting to change on the AIM where some are now standing up to all the corruption. Primarybid is one move and no win no fee solicitors starting to appear on the AIM casino for all the false info out there.

Those legal teams will know of the liability insurance and happily make good money going after companies.

So Imo it's important for companies to record correct details.

I watched the GDL lot turn into rabid pumpers to wanting to rip the CEO's head off. I can't call paragon diamonds rabid pumpers they are decent lot, but the company lies there has turned it into a very nasty spat between investors and now reports to the SFO and alternative claims too by the very route I mention.

I know, been there done it, appeal courts too.

So it's a simple point Imo Haydale need to stop making making apparently false claims as they leave themselves wide open to oblivion if things start to go the wrong way.

[superg1] 19/4/2017 10:13

Just had a read

No mention of the Everpower news and link up, why not, didn't you spot it.

Forget getting excited about Talga on graphene for all uses as their lateral size is a big issue for most of what they do in terms of product. They do a range including 3000 layers which will be where the tonnage kicks in.

I note when they get that small they do get listed for coatings which is something AGM mention too. AGM do synthetic GNPs and while they don't list data, the 3 that I have found that do all have very poor lateral size so I assume that's the compromise with synthetic graphene. Small lateral size is useless for composites but obviously there are other markets for it.

At least Talga accept that as do Thomas Swan.

But good old Haydale product at up to 150 layers is listed as suitable for enhanced material performance. YEs great for elasticity but it would hammer the strength of the original composite like an epoxy resin.

A science paper using XG Gnps just 20 layers thick saw up to a 60% drop in it's strength under 10 layer and a gain of 4%.

150 layers would severely affect UTS going by reports about there.

Still they try to sell it at $40 per gram though.

[superg1] 19/4/2017 09:57

I see the lie is still on your website Ray FFS sort it out how can you allow it to continue to be on there when it's been pointed out that it is untrue.

Here it is. How come many companies don't need to do it.

WHY IS FUNCTIONALISATION IMPORTANT?

Graphene does not readily mix with other materials, it must first be appropriately functionalised so that the end product can take full advantage of its superior properties. Functionalisation adds compatible chemical groups to the material surface to enable proper dispersion. Full dispersion of nanomaterials enables the final product to have an improved performance. The HDPlas® process offers the most effective method of achieving nanomaterial functionalisation and harnessing the true potential of graphene to create high quality products for the end user.