Haydale Graphene Industr... Share Discussion Threads

[croc8] 19/6/2018 15:12

Timbo, you are way off the mark. Graphite is abundantly available and Versarien have any number of suppliers they can source it from. Haydale are reliant on graphene supply which is not highly available and therefore limits them severely. The limited supply of true graphene is also the reason Versarien can charge a premium for their premium product.

[timbo003] 19/6/2018 12:50

>>>Grabster, similarly one could argue that Versarien don't even have their own graphite supply, so they are merely a middle man. I doubt very much whether Versarien can use any graphite source for Nanene manufacture, so they are just as dependent on suppliers as Haydale, also, unless they can reduce their price by an order of magnitude or more, Nanene is likely to be confined to niche applications only IMO.

One other point, Versarien appear to have very little patent protection, I see that they have recently abandoned the patent application in Europe (and possibly elsewhere) that discloses many of the key manufacturing steps and that abandoned document will no doubt assist competitors wishing to replicate their manufacturing method

[shammytime] 19/6/2018 11:01

Quite right. Timbo is a confused soul

[grabster] 19/6/2018 10:48

Timbo - "Definitely some disconnect here."

Yes of course there is a disconnect - a big one; Versarien is a graphene producer, Haydale isn't. Haydale is a buyer of graphene; Versarien isn't. Daft to compare apples and pears. Makes more sense to compare Haydale with its actual competitors, namely other functionalising middlemen who buy in graphene in various forms and mix it to sell on.

"Either Haydale very undervalued, or Versarien very overvalued"
Or neither. There is absolutely no reason why their valuations should match. They are not in the same game.


There is scope for Haydale to grow - but only by changing direction. In which case the nonsensical comparison you made with Versarien becomes even more irrelevant. But can they move to new territory quickly enough?

[euclid5] 19/6/2018 07:30

Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that strong commercial progress has been made with a global composite materials group (the "Customer") to enhance mechanical properties for selected products in their range of materials, through a commercially funded contract.



Over the last 12 months, Haydale has completed a series of pre-production trials for the Customer, who for commercial reasons cannot be named, to enhance these selected products' mechanical performance through the incorporation of graphene in a range of world-wide industrial applications. Haydale understands that the market sector for the Customers' products is significant within the global US$100bn composite market. To date, Haydale has been paid approximately US$150,000 by the Customer for these trials, which is included in the Group's current year revenue expectations.



Trial quantity masterbatches were produced using Haydale's extensive knowledge of the most suitable commercially available graphene in consistent, repeatable quality. The graphene was sourced from an overseas supplier and, using Haydale's considerable in-house dispersion and mixing expertise, the required trial quantity masterbatch was produced. Crucially the trial quantities were specifically designed to be incorporated seamlessly into the Customer's production process.



Ray Gibbs, Chief Executive Officer of Haydale, commented: "This contract, fully funded by the Customer, is a perfect example of the work Haydale is doing across a range of composite product applications. We have experienced relatively long lead times with some of our past projects, but this one has been fast-tracked in response to the Customer's desire to launch as soon as possible."



Keith Broadbent, Managing Director of Haydale's Resins, Polymers and Composites strategic business unit, said: "In a relatively short timeframe, Haydale has made excellent progress in delivering on the Customer's needs. It has been pleasing to see Haydale's composite engineers in Loughborough working well with the graphene functionalisation and dispersion team in Ammanford to combine their expertise and turn this major opportunity into a potential industrial product incorporating graphene."

[timbo003] 19/6/2018 07:28

I think we are in for a blue day

Nanene at £100K /kg not wanted or required by this global composite materials customer

* Haydale market cap circa £20m
* Versarien market cap circa £200m

Definitely some disconnect here.

Either Haydale very undervalued, or Versarien very overvalued

You can decide which.

[dplewis1] 13/6/2018 15:38

Don't blame you. Makes me sick I lost money because of these greedy clowns - they sell a few pots of fancy ink and think that classifies as doing their job. Even at £20m market cap it's expensive, but they won't accept they are driving the company into the ground.

[1looking] 13/6/2018 12:34

ray still sounding positive:

[...]

[timbo003] 13/6/2018 08:01

A disappointing update, but at least the Chairman has decided to act decisively.

No comment on Flowtite, which does not inspire confidence.

[jotoha2] 13/6/2018 08:00

Major issues here , cash will come under pressure, expect 60%drop on open .

[dplewis1] 13/6/2018 07:11

What an absolute dog of a share this is, so glad I sold out even though I took a fairly sizeable loss. Gibbs held on far too long at a ludicrous salary and they just can't seem to sell or monetise their offering. And everyone had such high hopes for anything graphene related.

[timbo003] 29/5/2018 11:03

Just spotted this Proactive interview from last Friday with RG talking about Haydales's new cutting tool investment in the US:



Key points for me:

* The investment will be financed by debt (not by equity) and
* It will have a positive impact on revenue from 2019 onwards (financial year ending June 2019).
* Lots of news flow anticipated in the next 3 - 6 months

With a market cap of just £27m, growing revenues in high margin value added areas, sales infrastructure in place in key geographical markets and a realistic prospect of making it to profitability without any further equity fund raising, Haydale are beginning to look very undervalued compared to their peers in the advanced material sector.

[supernumerary] 25/5/2018 10:28

I wonder whether these microfibres can be incorporated in ceramic brake discs? There might be a conversation worth having with Surface Transforms?

[18bt] 25/5/2018 07:35

Investing to develop significant sales. Sounds positive, but still relatively small beer

[1looking] 02/5/2018 13:45

Positive comment from Martins Rubber:

hxxps://www.openpr.com/news/1031428/Rubber-manufacturer-improves-dynamic-properties-of-elastomer.html

[knownowt] 20/4/2018 23:21

Many thanks, Timbo. Excellent spots.

"Haydale has significant expertise in GRP and Thermoplastic pipes for water, sewerage." I doubt that the company would be saying that unless there is confidence that the trials with Flowtite will prove successful.

[timbo003] 20/4/2018 15:09

Here's the abstract: