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No I agree,it's certainly a news orientated share.
I'm sorry but somethings not right here. 1 trade of £860 for a 7.14% drop? Doesn't add up to me.
Yes frustration is the key here , like I said before if it stayed steady fine , but piddly little sells just keep eating away at it..
It has been said before and noted the shares with a quiet board seem to take off before the noisier ones , lets hope.
Promise to stop moaning now for at least 6 months , and thanks once again for the links.
Certainly holding and may add if it keeps get trimmed.
Happy to hold, of course ??
Covgaz,
In part I share your frustration. There seems nothing but good news but the sp never moves much. However, I think the company is progressing and building a good business. On thinking about it I’d rather a steady progress than the volatility of some of the competitors which seems prompted by rumours or even the over analysis of a CEO‘s comments. It’s not going to be quick but I think it will grow in time and I’m to hold and slowly add
It's also about making people aware(companies/individual investors), most aren't, hence the very quiet board here. Last weeks CG interview had him commenting about advertising in the UK will be obvious to see.
from N+1 Singer last week
"Underlying progress was constrained by COVID, but the Group rose to the challenge, exemplified by the launch of the G+ enhanced Co-Mask (orders of 400k Euros received to date). Good commercial progress has also been made with Gipave during the period, with three installations now in place. In our view, Directs is well positioned to deliver strong growth over the medium term as awareness of the performance and value of its technology continues to build"
covgaz,
Q8 had over 4,400 service stations. Once they are happy that it works, as has been the case everywhere so far, then the sales will come in from them. Like Kent CC, who said they'de potentially rollout countywide. Same as Oxfordshire, Italy, etc, one would assume. The hockey stick curve as Trek mentioned ;-)
Register, download and read the Cenkos report from https://www.cenkos.com/research-portal#/portal/cenkos-securities
They have visibility on actual sales of Gipave(although have discounted this until announced) and have a forward cashflow shown for 20,21 and 22. Plus obviously other sales(masks,etc)
"The most significant revenue line in this business is the potential for Gipave asphalt with
Iterchimica. Gipave has been proven to significantly increase durability over multiple real-world
trials leading to the first commercial order for the surface of the new San Giorgio bridge. With
double-digit kilos of graphene likely needed per kilometre of road, this business has the
potential for very significant volumes. We believe there is some visibility into projects through
Iterchimica which would see around a tenfold increase in use in FY21 and a further doubling in
FY22. Our expectations significantly discount that leaving most of Gipave opportunities, as well
as other composite applications, as upside in our forecasts"
It must just be me as nobody else here has an opinion other than one or two a while ago re numbers This has been in the same range now for two years. There are no new sales. The news is pretty basic and has no impact whatsoever on the SP when it gets delivered. Weren't the masks supposed to the driver here short term.....if it wasn't for the parent country , i.e. Italy , maybe nothing would be happening at all. C'mon , discuss....
It's a tad depressing we always seem to be on the back foot , in the red. We need some good sales here to boost this into the 90's at least , fed up being stuck in the same range for what....nearly a year barring the covid dip into the 50's. Come on DC.....
Cenkos "We believe sales are already averaging over €50k/month"
Cenkos Page 39 - CO-Mask revenue €0.33m
RNS "Orders received to date with a value of over EUR400,000"
Already exceeds Cenkos numbers of EUR 330,000 for the whole of 2020
Unloved? But PSS loves us!
“Material upside Directa Plus is a commercially proven graphene supplier with a unique production process that creates high quality materials that are already used in a wide array of products internationally across multiple verticals. We expect the company to reach EBITDA positive in FY22 with existing cash reserves, leaving material upside in our expectations from some of its recently developed products such as the Co-Mask and Gipave. We see Directa Plus as an underappreciated, undervalued and more mature and lower risk play in the UK listed graphene and speciality nanomaterials space and initiate with a Buy recommendation and 122p target price. “
Nant Capital LLC (Patrick Soon Shiong) 28.9%
Dompe Sergio 12.3%
Unicorn Asset Management Ltd. 8.7%
Finanziaria Le Perray SpA 6.9%
Giulio Cesareo 6.2%
Trek
Masks proven against Covid-19. Not many companies have been able to get lab access to prove products against a live virus.
“Face masks Directa Plus is based in Lomazzo, Lombardy, Northern Italy, which was one of the first regions in Europe to be hit hard by the coronavirus pandemic. It was therefore also one of the first regions to mandate the wearing of face masks and the Directa Plus management quickly saw the opportunity to use its technology to improve the performance of face masks not just in terms of the thermal performance and comfort, but also enhanced medical properties: antibacterial and anti-viral, the latter of which has now been proven specifically with SARS-CoV2. We believe sales are already averaging over €50k/month, but as the Co-Mask is unique in that it has proven anti-viral performance with COVID-19, designed to be lower cost than alternatives for regular use, and is customisable (logos and images can be printed on the outer fabric), the company should be in a position to secure significant orders from large organisations in due course. These are left as upside in our model but could completely be transformative for the company over the next year. ”
Also it’s upside risk not in 122p buy note. Page 22
Trek
See 65 page note(I'm at Page 9 atm) at
https://www.cenkos.com/research-portal#/portal/cenkos-securities