Scancell founder says the company is ready to commercialise novel medicines to counteract cancer. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Not sure why the ? got posted - "It's definitely real Graphene Nanoplatelets <3nm and < 6-8 laters"
crues123,
It's definitely real Graphene Nanoplatelets <3nm and ?
Another well discussed UK graphene company, which is also certified by the same ISO standard, has lower numbers 90% <=10 layers, 60% <=5 layers, 10% >10 layers
"The patented process that is used to manufacture Nanene produces high quality graphene nano-platelets with a majority of sub 10 layers and a significant number of sub 5 layers material. "
A big enough market for everyone.
Prices now €45(+22%) and €40(33%)depending on model, up from €35 and €30
Must be in demand!
The kids model prices are still the same for sept "The launch price for kids will be available all September"
Can't find the link to the test though. "For more information on certifications and test link in bio "
Fair do's guys , thanks for your thoughts.
I think Itsyou has answered the point on funding and outlook of new business in a separate post.
This for me is a long term investment. I’ve a small shareholding and top up each month. I don’t think it will move much until some real numbers are confirmed. There are too many people promising big in graphene and not delivering. However, I’m happy with the news that is coming from this company and how they seem to be progressing with real orders rather than just collobarations. No doubt someone will tell me it’s not real graphene, but I don’t care as long as they sell it for more than it costs them to make
Trek,
"I think you will be surprised when the masks contracts get announced imminently"
Must be coinciding with them putting their B2C prices up?!
"The special offer on our e-commerce will expire September 7th"
"there are simply no numbers" Not true, all from RNS...
3rd Feb - "The value of the contract to Setcar is estimated to be approximately EUR700,000 per annum over a period of seven years for a total value of EUR5 million. "
13 Mar - "The order book to date is in line with management expectations for 2020 with confirmed orders of EUR5.85m"
13 Jul - "The value of the contract to Setcar is estimated to be approximately US$3 million over a period of three years, commencing 1 October 2020. DCTA"
21 May - "With this in mind, our COVID-19 scenario planning base case revenues, albeit a reduction against initial expectations, nonetheless show a notable near trebling of revenue for the year."
N+1 Singer's previous revenue estimate was 10.2m for 2020(2.63m 2019). Near trebling(without any covid related sales) would be ~7.5m. again, "base case".
covgaz, see my post 30th July.
I agree with some of your comments. This is a jam tomorrow stock. It’s developing disruptive technology. It will need money to grow. It is smartly relying on a royalty approach and has setcar to speed up a route to market for the grafysorber vertical.
There are undoubtedly gaps in the model. That is so often the case with these fledgling companies. It’s going to be a bit up and down here until they land a decent contract but that only comes after all this hard work. I think you will be surprised when the masks contracts get announced imminently.
Some folk wait for ‘the deal’ before investing others try to get in ahead. An investment here is balanced on the science coming through and it’s ahead and there are many shots on goal. Just my view.
Ps I did well with MWG, don’t hold now though.
Atb and do continue challenging constructively. It helps.
Trek
What exactly is financing the company crues123 , I have obviously missed what you have seen?
No action? Clearly you haven’t been doing any research
I would think this is the biggest problem for the market Trek , there are simply no numbers. It's all well and good announcing this that and the other , but without numbers and sales figures it's anyone's guess , could be 10 bob's worth.Most of the stuff RN'sd recently is only in concept stage too. I was invested in another company , Modern Water Group which professed to have all this blinding tech but sold nothing. It went from 32p and has recently climbed off it's low of a halfpenny, only due to a merger with SKIN. I am not invested there , it now sits at 3.5p or less. I would be hoping for some serious new sales here within the next 6 months on something f.f.s , otherwise how can the sp grow and keep shareholders content?
Down again, be testing low 70’s again at this rate. Becoming a dog.
It’s a fair point. I often think that something is missing due to all these tests but then no way would Iterchima run with it unless the data held up.
Sometimes if something is too good to be true you just gotta trial it yourself like kent CC.
You can’t suddenly declare that you intend to spend millions of tax payers money on ‘unproven’ tech in uk climate on uk heavy traffic roads. But once one has done the DD and costed it then others will piggy back the trial results on the economics. That will be the same in the USA.
We are hopefully at the start of a hockey stick sales curve!
Trek
Pointless , the results are now well publicised, and if any more needs to be learned , the new bridge in Italy will supply all the answers. IMHO of course.
US trials planned for later this year
https://www.youtube.com/watch?v=fflBSIEdSOg
Taken from N+1 Singer note last week...
"Management believed this is one of the Group's most exciting product developments to date, with the product expected to generate a substantial number of orders across the globe and be significantly profitable in the near term"
"Directa Plus is speaking to several potential customers around the globe and contract negotiations are at various stages, bu today's announcement is expected to lead to a significant number of commercial orders. Directa's mask retail for c.EUR35/unit for B2C and for c.EUR10-EUR15/unit for B2B (volume depending and starting from a minimum order of 1,000 units). replacement filters retail for c.EUR0.5/unit. Given the ability to reuse the mask, it is cost effective for customers. Management estimate that the daily cost of it's masks for B2B customers is c.EUR0.13-EUR0.10/day. Versus a disposable surgical mask(c.EUR0.5/unit), the daily cost saving of a G+ Co-mask with filter is at least 74%"
Plus the extra Viral, antibacterial, heat dispersion, environment, etc benefits
Happy to see it ticking up. Seems to be clearing the churn nicely now and will probably head to £1+ as long as market holds up
l am surprised the japs haven't ask to use our boom to clean up that oil ,
Wow more trades more posts! The sentimentometer here is changing!
Been ages since we had a whole page of trades for the same date!
Trek
Once this information is out there and being understood can see a serious re-rate to the SP.Was mentioned by the Daily Mail on Friday.Covid 19 spread has been monitored in the sewage for a while now so any filtration enhancements that kill it and the air-borne virus surely will be huge commercially.The peer review of the hospital and University work will make people sit up.
Thanks for posting.
One thing not explained in the RNS, which GC mentions in the video, is that the mask isn't just filtering the Virus, it actually, quote "KILLS IT, by attacking the external membrane of the virus and this will be really properly be explained by the scientists, not by me"
Directa Plus's graphene facemasks can kill COVID-19 says CEO Giulio Cesareo
https://www.proactiveinvestors.co.uk/companies/news/926604/directa-plus-s-graphene-facemasks-can-kill-covid-19-says-ceo-giulio-cesareo-926604.html
From Instagram
We are proud to announce the G+® Co-Mask™ is the first graphene mask in the world able to kill Sars-CoV-2
?
This makes our protective device the safest all-round mask you can find on the market
?
No wonders why Graphene is considered “the wonder material” and NO COMPROMISE with Graphene Plus: safety, performance, sustainability, economical & style
?
Don’t wait, join our Graphene Plus community @ www.graphene-plus.com
?
Our special offer will be available until September 1st
He has been telling people to mask up constantly on twitter.
https://twitter.com/drpatsoonshiong/status/1279483288323686401?s=21
The real concern of aerosol spread from people who feel normal @latimes #covidspread. Six feet is not enough in a close space. It’s in the air for hours.
Please mask up. Happy 4th #MaskUp