Haydale Graphene Industr... Share Discussion Threads

[cokehookerscars] 04/3/2020 11:10

Wish I'd topped up at 1.2 but was fed up of topping up only to discover I'd caught this falling knife yet again.
This has been a disasterous investment for me.
Need a serious multibagger to break even now.

[maxibrit2] 04/3/2020 11:09

Repeat question

Where do Haydale source their graphene ?

I don't think they actually make it themselves - or do I have that wrong ?


M

[p@] 04/3/2020 10:31

Well they certainly act quick to the market,well done HAYD.

[volsung] 04/3/2020 10:27

Bought a few this morning. Feel the graphene boom is about to begin (finally)

[p@] 04/3/2020 10:24

Haydale Graphene Industries PLC iCraft Launch Graphene Cosmetic Face Mask
04/03/2020 7:00am
RNS Non-Regulatory

TIDMHAYD

Haydale Graphene Industries PLC

04 March 2020


RNS REACH
For immediate release 4 March 2020


Haydale Graphene Industries plc

('Haydale' or the 'Group')

iCraft Launch Graphene Cosmetic Face Mask Featuring Haydale Graphene Nano-Platelets

Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that its graphene has been incorporated into iCraft's recently launched cosmetic face mask sheet. These sheet masks are face-shaped sheet fabrics which utilise the thermal and electrical conductivity of graphene to help the skin absorb its contents through bioelectric currents.

Haydale has supplied graphene to iCraft since May 2019 for development work in a number of areas including cosmetic use. iCraft, based in South Korea, is a global technology company with interests in security and network solutions as well as the health and beauty sector. Following intense research and rigorous testing, iCraft is pleased to report zero harmful substances for graphene-based products, and has applied for three related patents.

Whilst the initial volume of graphene required to meet early stage demand may not be significant, this marks a significant step-change in the use of the material, which is now being used in applications that directly touch the skin.

iCraft has now signed supply contracts with two brands to begin delivery of the cosmetic face mask sheets. In addition, iCraft is working with a number of additional companies and cosmetic brands who iCraft expect will introduce the product into their ranges.

Derek Yoon, iCraft, General Manager, said: "iCRAFT plans to create synergy with the existing business by striving to expand various related products and applying graphene. We are hoping that graphene cosmetic face mask sheets, launched in cooperation with Haydale, will get a good response in the global cosmetic market. In addition, an anti-counterfeit solution applying graphene is also under development. "

Keith Broadbent, Haydale CEO, said: "Following significant research and development, it is great to see a graphene-based product launched for the health and beauty sector. Working alongside iCraft, we anticipate a number of graphene enhanced products will now be launched both in the cosmetic market and in the wider fight against counterfeit goods."

- Ends -

[maxibrit2] 04/3/2020 08:50

Where do Haydale source their graphene ?

I don't think they actually make it themselves - or do I have that wrong ?


M

[amrishbhim] 04/3/2020 08:43

One day this will get back to the high of 2017 and 2018. Good products coming out,Revenue long term, I expect more contracts and more innovation from this company. Fair value 4p.

[cerrito] 03/3/2020 08:48

A well executed piece of business and good timing for the olympics.
That said not sure how much cash flow this contract will produce in the context of their financing requirements.

[cerrito] 27/2/2020 08:37

They seem to have done a good job in controlling expenses even if commercial progress remains slow. Let's hope that this expense control will encourage the larger shareholders to subscribe to the new equity raise that I see being needed.
They had £2.7m of cash and the £ 0.7m of US Bank borrowings. Their inventory levels were high - alluded to in the text and a result of the slower sales. Run down of these will produce some cash although much will be in the USA and financed by the loan.
They are correct to point out in the Outlook Statement the need for continued investment and that the easy pickings of cost control have been achieved.
I note that in the last three semesters operating cash outflow before working capital has been around £2m per semester.
I note that the Going Concern Statement which I read carefully makes no mention of a need for an Equity raise.
The key item in the cash flow statement of this last half was the income tax received and we need to note that the tax receivable as a current asset as 311219 was at £149k lower than the year before (I guess this reflects reduction in R&D expenditure) but will not produce the same cash flow bonanza this year.
I did not get the sense that a big uplift in sales is in the immediate offing.
I see the current ratio was reasonably healthy.
Also good for them that they got the results out in a timely fashion. Their accounts and business are sufficiently simple that they should be able to get the results out within two months : that said companies who wait for the end of the three month period give me a poor impression.
It would have been good to get some segment analysis figures.

[cerrito] 13/2/2020 17:39

Good to see a small increase in holding by their only institutional investor.

[dudishes] 04/2/2020 14:13

It was Nigel Sommerville that raised the question USA. Mkt not informed, resulted in HAYD reissuing statement. Contravention of AIM rule 11 (probably not to be followed up by AIM), but forced the company to act. Result, rather clear, despite good fellow customers, running out of cash. TW just carried on the story, a couple of days later, but damage was done by Nigel. Not a holder, but a subscriber to sharephophets.

[troajan1] 31/1/2020 16:14

#HAYD #Haydale #Graphene Industries, down 13 per cent to 1.4p, with the US division reporting lower sales of ceramic cutting tools

[andycapped] 30/1/2020 15:24

I think this one's a dead duck to be honest.

[cerrito] 30/1/2020 08:06

As they say disappointing.
The cash balance went down by £2m even after the £450k raise pre expenses and the cost savings so with £2.7m in the bank at year end there will be need for further equity in the next few months.

[niggle] 20/1/2020 15:17

We've got a month until interims. Any idea?

[cokehookerscars] 17/1/2020 16:00

Interesting. Cheers.
I'm down 78% on this share :-(
Thankfully not with life changing sums of money.

[cerrito] 02/1/2020 23:00

FWIT this was in Lex of the FT today
quote

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Peak hype tends to follow technological discoveries. Money floods in as investors worry about missing out on the next big thing. That was the case for the miracle material graphene. Strongest, lightest and most conductive were all superlatives applied to its potential. But 15 years after its discovery at the University of Manchester, commercialisation has stalled and hype turned to disillusion.

Applications so far require only small amounts of the one atom-thick sheets of carbon. A golf ball that promises to go farther, for example, contains just 0.4 per cent of graphene. Only 600 tonnes were sold globally last year, worth about $65m. Investors piled into start-ups hoping to use graphene for everything from fishing rods to asphalt. Share prices of early entrants languishing near all-time lows suggest the revolution is still years away.

Early investors have paid dearly to find that out. Applied Graphene Materials, Haydale Graphene, Versarien and Directa Plus have all listed on London’s junior market Aim. Together they have raised a collective £120m in equity. The market valued them at a combined £500m at their respective peaks; that figure has now more than halved. Applied Graphene and Haydale are worth just a tenth of peak values. Versarien and Directa have roughly halved.

Approaches to commercialisation have varied. Applied Graphene, Haydale and Versarien focus on materials; Directa on end products such as golf balls and next-generation textiles.

These represent just a tiny portion of investments that chased the hype. The Graphene Council estimates that global capacity exceeds current supply by a factor of 10, one reason prices for some graphenes have fallen. Without a major breakthrough, that is unlikely to change. The total market could be worth about $300m by 2027, thinks the Graphene Council.

Even without the hype there are still reasons to be bullish. A 0.5 per cent share of the marine coatings sector would use 5,000 tonnes a year. The same proportion of the plastics market would be about 13m tonnes.

The progression of the internet, invented in the early 1980s, shows that technological revolutions can take decades to get going. Graphene businesses will have their day — eventually.

[cerrito] 02/1/2020 22:58

Diplomat 65
I cannot recall any mention of clothing

[knownowt] 31/12/2019 10:05

Diplomat, I would normally agree with your statement about 'slow burn' but on this occssion I would like to draw your attention to the press release of 1/11/19:

Haydale has launched a range of graphene-enhanced prepreg material for lightning-strike protection, utilising functionalised nanomaterials to improve the electrical conductivity. The material has been developed in collaboration with Airbus UK, BAE Systems, GE Aviation and Element Materials Technology Warwick Ltd, within the NATEP-supported GraCELs 2[1] project where the first iterations of materials were developed and subjected to lighting strike tests. The consortium is now looking to manufacture a demonstrator component using the materials developed to establish composite manufacturing protocols as a showcase part for commercial purposes.

Bearing in mind the intense competition between Airbus and Boeing, I would be very surprised if the latter is not looking very closely indeed at this development as it is only aircraft made primarily of composite materials that require a Faraday Cage, hence the 3.5 tonnes of copper in the Dreamliner.

[diplomat65] 30/12/2019 09:25

Thank you for taking the time out to attend the AGM and for your efforts in sharing the details with us. Aerospace companies where safety is paramount will be a very slow burn IMHO. Better to find faster take-up opportunities like clothing. Any mention of that area being penetrated commercially?