Haydale Graphene Industr... Share Discussion Threads

[timbo003] 25/1/2018 14:52

See new interview on Proactive with Ray Gibbs (CEO) following this morning's upbeat trading update:

[timbo003] 25/1/2018 11:21

>>>NTV, Thanks for the heads up on Specta Systems corp.


I had not come across them before. They seem to be an interesting company working in quite a hot area, yet they remain below most retail investor’s radars. After a quick perusal of their web site, I could not ascertain what technology they were employing, but I suspect it is not based on graphene or CNTs. Given the potential size of the market, there is probably room of many participants and if Haydale were to end up with a small but significant part of the pie (via out-licencing their technology), that would be a result for shareholders.

Today’s update from Haydale was reassuring and I look forward in particular to hearing more on the Flowtite collaboration, as if that is successful, it is likely to lead to the first large scale commercial application for graphene/graphene derivatives in composites which could then in turn lead to further enquiries/orders from other customers. The confirmatory study is due to commence in February, so hopefully shareholders will get an update on progress on March 1st along with the interim results.

[ntv] 21/1/2018 09:35

i hate to pee on this companies fire but the readable inks to stop all sorts of fake products is already available through a listed company called spectra
you can visit their website for more details and it would interesting to hear peoples comments and comparison on this huge potential market

[timbo003] 17/1/2018 18:43

There's now a new Ray Gibbs interview on Proactiveinvestor which puts some meat on the bones of this morning's RNS

[timbo003] 17/1/2018 10:27

Agreed knownowt, the fact that the ink is both transparent and highly conductive seems to be a real breakthrough and needless to say there are no details currently available on how this has been achieved, therefore shareholders (and any wannabe commercial competitors) will be left just guessing for now.

The priority patent application concerning the technology was filed on July 5th and lodged with the IPO on November 13th, so I guess everyone is going to have to wait for 12 months (plus) before we see any details of the technology.

[knownowt] 17/1/2018 09:35

Timbo, I think that the final para. says it all in as much that it says that graphene can be transparent. which has to be the 'cutting edge' for security tags.
Moreover, graphene is known to be highly electrically conductive and Talga's graphene is proven to be 15% more so than synthetic graphene. I wonder where that leaves AGM and VRS.

[timbo003] 17/1/2018 08:50

Indeed knownowt, this morning’s news sounds very positive and I suspect the market may be underestimating the size of the opportunity.

Haydale certainly seem to have first mover advantage in this area and appear to have a strong IP position regarding the technology. Talga’s ASX announcement is a bit more forthcoming than Haydale’s RNS on the potential market size:

[knownowt] 17/1/2018 08:43

Here is the announcement from Talga Resources:

Australian technology minerals company, Talga Resources Ltd (“Talga”
or “the Company”) (ASX: TLG), is pleased to announce that it has signed
a commercial supply and development agreement (“Agreement221;) with
Haydale Limited (AIM: HAYD) for the production, marketing and sales of
graphene based transparent conductive ink products for industrial
applications in Asia.
Pursuant to the Agreement, Haydale will purchase Talga conductive
materials to produce conductive inks to be used in Haydale’s recently
announced anti-counterfeiting ‘PATit’ product (see below). This follows
initial tests by Haydale demonstrating that Talga material can enhance
the electrical conductivity of the inks by 15% or more above synthetic
graphite.
Talga and Haydale will also collaborate to:
• further enhance the properties of graphene conductive ink and
develop it for use in larger scale, high speed “Roll to Roll” printing;
and
• jointly develop new formulations of graphene conductive inks for
emerging applications in the Asian packaging and whitegoods
markets.
The term of the Agreement is for an initial twelve-month period with the
option of extending the Agreement as agreed between the parties.
The first shipment of Talga’s material to Haydale is to commence
immediately. Many of the specifics surrounding the key terms of the
Agreement remain ‘commercial in confidence’, including the agreed
pricing. Supply volumes are currently unquantifiable as they will be
dependent on the scale up and commercial success of the initial
products.

[savagedstock] 10/1/2018 16:20

Knownowt

Regards your post 481....Your user name sums you up absolutely....

for your info my username is taken after one of the smartest investors i ever knew, who died too young....

so keep dreaming on this one....there is no substance to the company whatsoever...

[superg1] 21/12/2017 11:36

Bobby they don't even produce graphene and have no idea how much will cost them.

Haydale are simply a customer to graphene companies. Trouble is they made promises to companies having not checked what the going rate for good graphene is.

Perhaps that's why they lost a contract, who knows, with 7 made redundant.

Chris looks like a solid graphene guy to have had but he has gone now, let's see if some other graphene company picks him up.

[encarter] 05/12/2017 11:20

Anyone researching these, look at their conection to samsung and samsungs graphine battery and graphene folding screen development.

[jeffyplz] 01/12/2017 15:03

Tempting at this price

[talk2dubya] 29/11/2017 13:58

Don’t think it’s better than VRS, but the market for grapehene is hot so in myself.

[bobby1904] 29/11/2017 07:44

Think this is better than VRS. Catch up time here imo!!

[petewy] 28/11/2017 15:49

I'm back in again. Also doing well in VRS.

[woodcutter] 24/11/2017 14:47

There won't be any reason to apologise, we all have to make our own investment decisions. I hope you're right if you've invested.

Nonetheless for me at present the entire sector is built on sand. I think there'll be some winners no doubt as this type of commercial frivolity eventually subsides and those that get the message eventually succeed.

In the meantime i'll watch the sector from the sidelines.

good luck with your investment, personally i think there are better higher risk opportunities.

"follow the chart and trade what you see not what you think regardless of the fundamentals"

easy to write not always easy to do, even for us believers

woody

[knownowt] 24/11/2017 14:06

Woody,

I think that you are wrong; and that they do understand only too well the commercial realities of running a profitable business, hence the recent placing to fund growth. The increase in overheads was brought about by the two acquisitions, both strategic, giving the company presence in two very important territories.

From the Chairman's statement :
We now believe that we have a global presence in
the world markets serving customers
wanting our performance enhancing
advanced materials to improve their own
products. Post year end, we began
operating out of Taiwan to meet demand
for biomedical screen-printed sensors for
the SMBG market. (SMBG = self monitoring of blood glucose which is, regrettably for many people, a market growing strongly)

In a year's time I shall apologize if I am wrong, but then this is what creates a market.

[woodcutter] 24/11/2017 11:16

Well after watching the ray gibbs video i thought this business had much to offer so i then looked at their last prelims and decided like most graphene companies at present it's uninvestible.

saw the revenue, COS and gross margin and thought this has probably got great operational gearing!

then i saw the overheads, over £7m you've got to be having a g---raffe!!!

When asked in the latest video why the share price wasn't responding Ray Gibbs should have answered probably because we're spending far too much on overheads and we need to reduce our cost base. But he's on £181K per years including all his benefits so that's unlikely.


i've no doubt many of these graphene businesses may have a future but they're all going to have to go through the painfull experience of understanding the commercial realities of running a profitable business.

Even the accounts are misleading the gross profit was technically £2110K and only £3011K with other income included.

It would need to generate approximately £12m of revenue just to break even and the forward order book is approx £6m and much of this is spread over 3 years.

I then looked at the remuneration report in the last results. directors total emoluments were over £500K and there's five non execs. Like a lot of early stage academic R&D pharma businesses it's a gravy train business that needs a dose of commercial reality

you can expect more fund raisings imo.

graphene is a little like the word "blockchain" put it in your business title and everyone will be impressed.................until the numbers start to appear. Just about every graphene business on the market is in the same boat. VRS has shot up recently wait until the numbers appear!!

Everyone of the VRS collaboration RNS's has no mention of any commercial numbers Oh! except the fundrasing figures

woody

[timbo003] 24/11/2017 00:07

There's a new interview with Ray Gibbs on Proactive:


The anti-counterfeiting tech certainly sounds and looks interesting, there's a short video on the Haydale Twitter feed which demonstrates the principle


The Annual report published this week


....and there is a now date for the AGM (Tuesday Dec 12th) which I will endeavor to attend again this year.

[andysandy] 23/11/2017 16:08

Nice tree shake today . Now it really is time to buy at this price

[savagedstock] 23/11/2017 11:47

knownowt
thanks for filtering me...after today's move there's much more to come.....an arrogant and inept management team will drive this to the wall. i wonder how the shareholders who participated recently are feeling now?

[savagedstock] 22/11/2017 16:25

Stig
Agreed...having watched this company from inception, looked closely at the management from pre ipo onwards, their technology etc, this is going to need more cash within a few months...the question is who will be willing to chuck more in...