Haydale Graphene Industr... Share Discussion Threads

[knownowt] 19/12/2018 11:26

For those that haven't seen it, this was posted yesterday on the company's news page :

Haydale Chairman Congratulates University of Manchester on the Recent Opening of its Graphene Engineering Innovation Centre (‘GEIC’)
by Gemma Smith | Dec 18, 2018 | Uncategorized | 0 comments

Haydale (AIM: HAYD), the global advanced materials group, and its Interim Executive Chairman, David Banks, were pleased to attend the official opening of the £60 million Masdar Building which houses the GEIC at the University of Manchester, UK, of which Haydale is a Tier One partner.

The opening took place on 10 December and saw His Royal Highness, The Duke of York, unveil an official plaque in front of over 140 dignitaries, industry leaders, University staff and academics.

The recently supplied Haydale research plasma reactor was a prominent feature at the event and is due for commissioning in January where it will be available to not only a dedicated Haydale research associate but also GEIC members including the National Physical Laboratory to develop the science of functionalisation and pioneer new advanced materials development.

Haydale’s exhibition stand featured many products enhanced with Haydale’s functionalised graphenes currently being sold in the market,including biomedical sensors, heat sensors, printed inks, graphene enhanced pre-impregnated carbon fibre composites and mould tooling, plus its newly launched anti-counterfeit technology, PATit. Haydale generated over £1.0 million of sales from its graphene enhanced products and services in its last financial year.

Additionally, Haydale’s functionalised graphenes were on display throughout the exhibition by some of its customers and collaboration partners where its technology has been used to enhance a range of products, including:

BAC (Briggs Automotive Company)Ltd displayed its supercar, the BAC Mono, which features a graphene enhanced rear diffuser developed by Haydale. As previously announced, Haydale is now working with BAC to design and develop a number of other graphene enhanced body panels for the BAC Mono supercar; and
The University of Central Lancashire (UCLAN) displayed its graphene skinned UAV, which is enhanced by Haydale’s functionalised graphene. The drone demonstrates the capabilities of graphene to address issues within the UAV market, such as lightning strikes, de-icing and light weighting.
Other new innovative concepts on display incorporating or expecting to incorporate Haydale’s graphene products included:

A substantial infrastructure concept was also on display by Zero E Technologies Inc, a Denver-based company which is collaborating with Haydale, to promote a project to use graphene and other Haydale advanced materials to create a desalination platform that uses heat pumps to generate energy and clean drinking water from the ocean’s warm water. The GEIC will also be involved in the initial proof of concept phase.The project is expected to incorporate graphene coated structures, heat exchangers, plus the already proven Zero E revolutionary motor. The concept is attracting significant interest in the Middle East, which is looking for clean water supply and an energy source to reduce reliance on oil;
A heated inner glove being promoted by Michelle Hua, the Manchester Ambassador of Women of Wearables, a global network supporting women in wearable tech, fashion tech, and IoT. Haydale Taiwan supplied its conductive graphene ink to produce a flexible,stretchable heater insert, stable at 26°C and for use in combating Raynaud’s disease; and
A 3D robotic hand was displayed demonstrating outstanding flexibility and dexterity. The hand had been 3D printed and built by Haosen Yang, a master’s student at Manchester University,and Dr Li Ren, Reader at Manchester University, using Haydale’s graphene enhanced PLA 3D filaments. The graphene enhanced PLA material provided additional lubricity for the fingers, enhancing performance against the previous (non-graphene) parts.
In addition, Haydale and GEIC applications engineers are collaborating with two of Haydale’s existing customers on projects to incorporate Haydale’s functionalised graphenes and its silicon carbide micro fibres:

AB Dynamics Plc – approached Haydale with respect to their test platforms for their Advanced Driver Assistance Systems and using enhanced composites/ceramics for its soft-crash vehicle programmes; and
Wheelsure Holdings Plc – on the development of “smart” bolt/nut systems using Haydale’s graphene pressure sensor technology.
David Banks, Interim Executive Chairman at Haydale, said:

“I would like to congratulate the University of Manchester on the official opening of the Masdar Building. It was an honour to attend this prestigious event and it was fantastic to see an array of Haydale’s technologies featured within the various products that were on display in the exhibition. It is important that Haydale’s technology is advancing the industry and I look forward to Haydale continuing to work with the GEIC and its collaboration partners to accelerate the commercialisation of graphene.”

[timbo003] 13/12/2018 11:11

>>>>1looking

The time, date and venue suggest that they have no great wish to communicate with retail investors at this time, so I will pass on this one and attend the Transense Technology AGM instead, which will be held in London on the same day.

On a related subject, I see that Directa Plus (another one of AIM's graphene related companies with negative cash flow) managed to get a placing away yesterday at a zero discount, well done to them.

[1looking] 12/12/2018 11:41

Timbo will you be going to the AGM in Ammanford?

[timbo003] 10/12/2018 09:29

Thanks Spid

TKS seem a fairly decent sized company with annual revenue in excess of £100m (~200m AUS$)



I think these headline numbers on the investor relations page of their web site refer to revenues and profits for the first 9 months of the year





.

[spid81] 10/12/2018 08:32

Hi Tim,

this might be of some interest to you,

Ray Gibbs interview from the IdTechEX conference,

[p@] 05/12/2018 07:25

Knowing TimboWinnithriff and Shareprofits, they are now probably shorting this.

[xylemflow] 04/12/2018 15:25

Girls, Girls, Girls..... Please stop your embarrassing squabbling about VRS on the Haydale board.

[timbo003] 04/12/2018 15:06

Phoenix

1) I suspect the new Chairman had a lot to do with it, it is a question for the AGM later this month
2) The chairman recently stated that cost savings have recently been put in place which should lead to savings of around £1m/annum, so I would guess somewhat less than that, also as sales increase cash burn will decrease.
3) Yes, I think they will raise money shortly, I do not know which route they will use, I suspect it will be through a placing (and open offer), but it could be by some other means or a combination.
See Hardman report (Nov 2018)for cash flow estimates

[phoenixs] 04/12/2018 14:22

Timbo.

Why did Ray Gibbs resign?

What is the cash burn at Haydale? Is it £450k per month

Will Haydale need to raise money shortly? If so how much?

[phoenixs] 04/12/2018 14:19

timbo....lots more but first...

"Puffery" There was a need. A product launch specifically using Versarien grades of graphene. Its not an RNS. It is simply a news release from Versarien.

"you are reasonably certain" Now we have the official mind reader of Neill Ricketts.

[timbo003] 04/12/2018 13:59

I would stand by both of those statements.

The first one: it was puffery, there was no need for it, it contained nothing substantive on earnings or even future earnings. Other companies have been doing pre-pregs for years, so there is nothing new or innovative there, so why release it?

The second one: NR spends more time on twitter than any other CEO I have come across, so I am reasonably certain that he would have been on twitter for that one had it concerned Versarien, as it would have been free PR

Any more?

[phoenixs] 04/12/2018 13:42

timbo

28th November.

"if VRS had anything to do with that BBC article, NR would already have been on twitter to tell everyone about it."

btw. that rns was not even an order. It is an IF IF rns,

[phoenixs] 04/12/2018 13:37

Timbo.

....and just for your info Spid thinks that Talga are a fraud.

[phoenixs] 04/12/2018 13:35

timbo.

Let me start with this morning.

"the announcement today is nothing more than puffery"

BTW. What is the monthly spend at Haydale?

Is it £450k per month?

[timbo003] 04/12/2018 13:30

>>>phoenix

You are declining my offer to provide your best examples, because you know you won't find any that stand up to scrutiny. That modus operandi reminds me of superg

[phoenixs] 04/12/2018 13:21

I will not go away. There you were 18 months ago saying that gnp through Haydale was the only way forward. You have been proved wrong.
Why did Ray Gibbs resign? I presume that it was because Haydale had been doing so well.

You stick to this site and I will stick to the ones in which I have invested. Until then.....all up to you mate.

[timbo003] 04/12/2018 13:07

>>>>phoenix

Why don't you go away and find a couple of your best examples where you think I have commented without "reasonable foundation" and we can discuss them

Meanwhile, I am concerned with Haydale and in particular, lies and vexatious rumours created by and spread by superg.

I will tell you again, the route of the problem you have lies with Superg, you should concentrate your efforts in that direction

[phoenixs] 04/12/2018 12:50

Timbo,

Then do not be surprised if I respond on this board. I do nothold shares in Haydale and I do hope that the company gets its act together ( I support British companies) but your comments on Versarien are without reasonable foundation. You have jumped on the bus with Loglorry and Spiv and will be tarnished with the same brush. I would have thought that you would have been more concerned with Haydale.

[timbo003] 04/12/2018 12:20

phoenix

None of my comments have concerned "slagging and downing of Versarien", I have commented on one or two of their idiotic supporters and I have drawn attention to Versarien's relative overvaluation, but by no stretch of the imagination could that be described as "slagging and downing"

Given that there are far more adverse comments concerning Haydale and other graphene companies on the Versarien board than anywhere else, I am sure that you will understand that in order to redresss the balance, I am likely to make further comments on the VRS bulletin board.

As far as you commenting on Haydale over here, go ahead, I certainly agree with you regarding the share price performance over the last two years. It has been abysmal, whilst during the same period Versarien's has been stellar. However, as far as the share prices are concerned, I am far more interested in the future than the past, aren't you?

[phoenixs] 04/12/2018 11:50

timbo, thank you for suggestion. May I suggest that you do the same re Haydale. Your time will be of more use here than on another board. You began slagging and downing of Versarien. If you carry on doing so then I will continue to respond accordingly on this board. Jealousy will get you nowhere.

[phoenixs] 04/12/2018 10:00

Timbo,

I had been given to think that you did have intelligence and yet you persist in writing drivel on the Versarien board.

Let me remind you and others that it was you who first came on to the Versarien board some 18 months ago and belittled everything that Versarien were doing, saying that Haydale was the company to be in when it came to grapheme.

At that time share price for Haydale was about £2. What is the price today Timbo? Do I need to tell you?

At that time Timbo, What was the price of Versarien. I am sure that you know. 15p comes to mind. What is the share price of Versarien today? Do I need to tell you?

Does Haydale have funds in the bank to take them through the next 12 months? Maybe Haydale needs to raise more money?

Do you actually have anything sensible to write about Versarien? If so, I for one and willing to read it and to respond on the Versarien board.

As for Haydale, I wish them luck but up until now they have not shown themselves to be at the forefront of the commercialisation of graphene or graphene related products. Maybe with the new ceo in place it will change.

[enter] 30/11/2018 17:16

I just watched that video with Ray Gibbs. It all sounds very good but it's all very suspicious too. We know that Haydale need money and suddenly along come all these announcements about agreements. Tellingly there are no financial details for any of them. In fact when Andrew Scott asks Ray the value of the 100kg of graphene ink they have sold he will not say. I can understand that he didn't want to give an exact price but he could have said hundreds of thousands or tens of thousands or something. I also notice that the new factory that they were talking about in Thailand a while back is no longer mentioned. This says to me that they are not anticipating the need to produce large volumes of graphene ink any time soon.

To be honest I think at this stage we are seeing a big ramping exercise. They were watching the share price falling to nothing and they knew they had to do something. I am surprised the market bought in to it in such a big way. It remains to be seen how much of a discount they will have to offer on the placing. The last time there was a placing in October 2017 the shares were 180p and the new shares were offered at 120p.