Haydale Graphene Industr... Share Discussion Threads

[grabster] 23/7/2018 13:05

Regardless of Versarien (who after all are not the cause of Haydale's difficulties are they?), what do you see that will reverse Haydale's share price decline and trigger a sustained revival?

[timbo003] 23/7/2018 12:19

>>>>>Grabster

Whilst on the subject of Nanene: Are you not concerned that all the process details for Nanene's manufacture contained within PCT patent application WO2016063036 were deemed invalid in the PCT international research report and the patent application has subsequently been withdrawn in Europe (and will probably be withdrawn elsewhere)?

I suspect the competition (especially in China and India) are likely to find the information contained within WO2016036 very useful should they wish to replicate the Nanene process

[timbo003] 23/7/2018 12:09

>>>>>Grabster

Irrespective of the vintage of the video, MK is talking about data that shows that functionalisation using Haydale's method (not some other plasma method), produces meaningful improvements in the strength of composites, it does not matter how old the video is, it still remains a fact.

It is also it is worth remembering that Versarien's Nanene is almost certainly functionalised to some degree (just look at the high level of impurities in the elemental analysis), presumably this occurs during the grinding process. The nanene functionalisation no doubt accounts for its ability to disperse, but I wonder how reproducible the level and type of functionalisation really is ?

On the question of why has Haydale’s share price fallen for the last few months, I think the most likely explanation is that there is a growing expectation that further funding is going to be required before the company reaches breakeven.

[grabster] 23/7/2018 11:22

timbo - Your Martin Kemp video is 4 years old. He has clearly learned a lot since then. Got anything more recent?

And what is your own explanation of why the HAYD share price is still falling after sliding for 9 months?

[timbo003] 23/7/2018 10:45

After that pointless and repetitive distraction on the merits of functionalisaion, back to Farnborough and the UCL drone….

I stopped by at a few trade stands at the Farnborough Air show on Friday, it was the first time I had visited the show on a weekday and whilst Friday was billed as a trade show day, I would estimate that around half of the attendees were members of the ATC or Venture Scouts, fully kitted out in their uniforms. Many of the trade stands were thinly manned or deserted and most of the busy stands were those that had some entertainment or educational content, or offered careers advice.

I did stop by the UCL stand which had the drone on display (see above) and talked to two of the post grad Engineers (Ben and Jake), who described the modular construction of the aircraft and expounded the advantages seen when using Graphene reinforced carbon-fibre composite for the wings, graphene reinforced PLA wing tips (produced via 3D printing) and graphene containing Lithium ion batteries (developed by UOM).

I did not see anyone at the Parker stand where I have an indirect interest through Surface Transforms, or at the Velocity Composites stand where I hold a few shares. There was no one at the Hardide stand, which is another company I follow (but do not currently own any shares).

[timbo003] 23/7/2018 10:04

It would seem that Versarien's new hire Martin Kemp strongly disagrees with Superg and his BS



Which one of the two do you believe?

[superg1] 23/7/2018 09:38

Nah phoenixs tech like theirs damages the GNPs, a fix is being sought.

I did say there are others in this sector, hey ho some don't pay attention to facts as facts get in the way of a good story.

No pleasure in PIs losing cash but some simply won't accept facts and keep dreaming on company pumped fiction.

[petewy] 23/7/2018 08:48

You are obnoxious SuperG

[phoenixs] 20/7/2018 15:33

Looking good Timbo??

[timbo003] 19/7/2018 08:16

Lookin' forward to seeing this at Farnborough tomorrow:

[timbo003] 18/7/2018 14:53

BS?

I don't think so, all verifiable if you were bothered to look it up.

[superg1] 18/7/2018 13:57

Timbo still talking BS I see.

Will you ever learn :-)

[timbo003] 18/7/2018 10:05

This mornings announcement definitely signals a move in the right direction.

Haydale have been going on about the the lack of standards and the inability of graphene and graphitic material suppliers and producers to produce consistent material that meets end user specifications for many years.

Haydale have tested many hundreds of different sources and sample over the years and they are on record as stating that only a few (five?) met end user requirements.

We also know that AMG's Sri Lankan derived material is preferred for enhancing the strength of composites and Talga's Swedish sourced material is preferred for electrical applications, but they have not said anything about the other (three?) acceptable sources

[niggle] 13/7/2018 15:40

Glad to have dumped this pile of poo last month - collapsing further as the right and left hand don't know what they are doing.

[pugugly] 13/7/2018 14:44

Watching marker at 54/56 - Very much on the side at the moment. Some in this area will make it big and probably be taken over - Many others will soar and then burn out and fall to virtually nothing and subsist on continued financing - Jury out imo on who will survive and who will fail.

[timbo003] 13/7/2018 14:21

It will depend on the type and degree of functionalisation, so for example, functionalisation with amine groups improves the strength of epoxy composites compared to no functionalisation, whereas introducing too many oxygen containing functional groups will impair the electroconductivity properties.

It is worth remembering that Nanene is functionalised to a degree, as evidenced by the relatively high levels of impurities recorded in the elemental analysis (in particular oxygen), so this could render it sub optimal for enhancing tensile strength of composites and for electroconductive applications.

[superg1] 13/7/2018 13:50

I believe I warned you guys at £2 that Haydale had lost an order and had redundancies. Then the claim that all graphene needs to be functionalised was and is false.

That's how Haydale sold the business to investors for the IPO. Many thought and some still think Haydale produce graphene.

Yes there are plenty that can functionalise graphene in needed.

I hear there is a paper in play where functionalisation in many cases showed either no improvement or was detrimental.

Those tests were completed via innovate type funding I believe.

It's said functionalisation can also damage the basal plane of platelets.

[countless] 02/7/2018 09:18

Look forward to the feedback timbo003 and thank you.

[timbo003] 02/7/2018 08:53

I see that Haydale are at the Farnborough international Air show (again) this year, along with a few other familiar Aim listed companies, (i.e. Velocity Composites, Hardide etc):




Looking down the list of attendees, Haydale appear to be the only nano-materials specialist exhibiting, which is somewhat surprising, given Farnborough's pre-eminence and the current emphasis on light weighting within the aerospace industry.

I have booked my tickets for the Friday this year (July 20th), so I will make sure I visit the trade show exhibitor stands.

[timbo003] 25/6/2018 12:21

See link below where RG is interviewed on Proactiveinvestor and talks about the significance of this morning’s RNS concerning GEIC. There is also a bit on an update on the conductive inks and the supply agreement with Talga, whereby Talga supplies the raw material which Haydale then exfoliates and formulates into their transparent conductive ink. What I didn’t realise before the interview, was that Haydale have now signed a LOI with a Thai security printer with a view to incorporating the ink into a security product.

[countless] 20/6/2018 10:55

As more contracts come on this should move north. Hopefully just a matter of time. Ocado had to wait now look at it fly.

[timbo003] 20/6/2018 06:53

Croc8, that is a very odd view to take given the objective evidence and it certainly is not at the heart of Haydale's problem as far as the global composite materials group is concerned, where Haydale have enhanced the mechanical properties for selected products in their range of materials, through a commercially funded contract.

[p@] 19/6/2018 21:36

I was under the impression that graphene didn't travel well,but HAYD are buying it abroad,hope it arrives in more than one piece!