Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. 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.
LongPositions, the main areas in which I'm expecting to see development are:
i) Thermal Fluids - they have a boron nitride solution which is used in radiators and reduces heating costs by 30%
ii) Elastomers - they've partnered with Vittoria who are focussing on graphene infused tyres
iii) Inks - their conductive inks are being utilised in various thermal applications (e.g. self heating garments, underfloor heating) as well as for medical devices such as tests for kidney disease and diabetes strips
iv) Ceramycguard - This is a surface treatment that reduces porosity of materials (e.g. concrete) and also increases durability to things like freeze/thaw cycles. I see this having significant appeal in the water industry, amongst others.
Finally, there is the HDPlas reactors themselves - I wouldn't be surprised to see them being sold in a few international markets over the next 12 months.
Hope that gives you some more insight.
Bought in here recently following the fundraise after years of watching - I saw the company presenting at an investor event a few years ago and made a mental note as I liked Haydale's innovation. Grateful if someone can provide a brief summary of expected developments over the next 6-12 months to get me up to speed. Thanks
Yes it is. I think at this point, the BOD turning up would constitute good news. Hopefully the fact they're holding it in Ammanford isn't lost on people either...
Cynicism aside, if anyone attends please let us know how it goes. I'd also be interested to know what is made of Ryan Howard, if he's there.
Am I right in thinking the AGM is tomorrow? Are we expecting any news?
Investing in any company focusing on graphene remains a huge risk at present, as I think there will business will be squeezed for the next couple of years, if it even recovers by then.
Haydale have certainly got more cash than many in the sector, and they have some diversification with their Silicon Carbide business, but their costs are high, and it won't take long to burn through the last fund raise, especially with the cost of keeping things ticking over at present. They could easily end up in the same unenviable position as AGM within a year or two from now.
at least that is something positive. Not been much else to celebrate over the last 12 months.
Considering AGM are about to run out of money and fundraises are looking increasingly likely at other nanomaterial companies, Haydale start to look more attractive with enough cash to see them through this challenging period.
It’s taken a long time but signs of movement now. We need some positive news in terms of new contracts or sales.
Time to buy, re-rate is already happening
So Haydale have just put a post on LinkedIn stating that their CEO and UK Site Director attended the opening of a new Vittoria Park featuring, among other things, a 2,000m^2 high-tech tyre testing facility. I wonder if they were there just to try out some new tyres for their bike or if there's something more going on.
Shh, child, adults are talking.
So this lead me to confirm that we are around the fair value (7+5+1~14mln~MCAP) with £0 of future sentiment and potential built into the SP as of today
I think we also need to look at where the revenues occur and with a weak pound this is not helping our £-value either. but then again many companies are in this sorry state if they have international exposure (but it's good to not be concentrated in the UK either imo).
I think focussing on commercialisation of the functionalisation or manufactures of the nanomaterials is the key part, and I am still convinced the 2020's is the decade of nanotech. Hopefully we can weather the storm both from the UK and globally and come out the other side.
Probably also worth highlighting the other side of the coin as well namely:
* adjusted loss admin (i.e. after tax relief) is 5.2mln and total losses £4.2mln
* repaid £0.84mln of loans - actually their borrowings reduced as much as their cash position so paying of loans if good during these times.
* comprehensive equity stands at £7.0mln
* cash from raising £5.5mln
Haydale Graphene Industries PLC - Ammanford, Wales-based graphene technology company - For the year ended June 30, widens its pretax loss to GBP5.2 million from GBP3.8 million the previous year. Revenue remains flat at GBP2.9 million. Costs of sales tick up to GBP1.2 million from GBP924,000 as its total administrative expenses rise to GBP7.2 million from GBP6.1 million. Says its priority remains commercialising its functionalisation technology. Notes an uncertain economic backdrop and risks that could impinge on its operations. Adds that forward momentum is "unlikely to be smooth" but says it is moving in "the right direction". - lse. co. uk news
it's because post-placing and options granting market sentiment places the shares at 1.75p each. The business and others who took part in the placing think 2p is a reasonable price for the shares and obviously they will be looking for the business to produce and achieve to drive the SP higher over time
Not sure you mean, I'm trying to learn so any help appreciated.
Does you understand what a market is?
Regards.
Hi, can people help me understand?
Why would I take up a 2p option when I can buy in today at circa 1.75p?
Am I missing something?
Tia
because it involves 'actual creation' of the substance (do they make their own graph?) even before it is manufactured into a product I'd guess its above average.
Does anyone know how energy intensive Haydale’s processes are and the likely impact of increasing energy costs on them and their suppliers? I’m considering averaging down again, current average 2.6p. Thank you for any replies
So increased their holding from 16,109,955 3.2% as notifed in July 2022 to 48,634,955 or 6.2% notified today. That's a major increase. I assume they participated in the placing - so they subscribed to approx 32mln of the 275mln shares in the placing (275 is the total of (i) 213,500,000 Placing Shares; (ii) 36,500,000 Subscription Shares and (iii) 25,516,784 Open Offer Shares). so the 32mln likely also includes some 16mln/20= 0.8mln (of the open offer). Total increase is about 11.6% of total placing/open off/subscription shares on offer. Significant.
Good vote of confidence for me so thought I'd post my numbers as it's a bit quiet on here.
https://www.londonstockexchange.com/stock/HAYD/haydale-graphene-industries-plc/company-page
Best place to understand is to re-read the historical RNSs. I found something from April(?) that said their new reactor can create 8 tonnes of nano graphene a month so this means they must already have REACH permission for at least up to 100 tonnes a year (if you reread my previous post on the topic).
From personal - I've been eyeing Haydale for a good long while and I was in a couple of years ago but didnt want to pay to transfer stocks in my ISA so sold to transfer cash then I didn't buy back... then it shot up! so had to wait until now...
Looking to invest but looking for a devils advocate (but not a de-ramper - ie some reason and rationale) or direction to articles...
Thanks
...............................................!?
Nope, sorry. But the general meeting was only to pass the placing/fundraising/open offer as far as I can see. From the outcome having it 98% in the BoDs favour means there are some serious supporters still so longer term it is likely the right choice. It might be many know something that we don't know.
I also wondered that it can't be a coincidence that this happens soon after they land a 1 tonne supply deal (which is the UK limit for nano materials unless they are applying for a REACH status for up to 100 tonnes a year). 1 tonne is a lot. and not that cheap - and I reckon not that cheap to produce either, maybe why they needed to raise finance from the market(? anyone have any input there?)
Accounts didn't look too bad, although there was probably some optimism over the graphene mask during the pandemic that could now have faded - but it is still an excellent material for even cyclists in a city envirnoment/pollution.
I did email the co to see as I may have missed it in previous RNSs but also to put it on their radar if not.
Just questions to manage my risk as SP seems to be dropping .05 - .1p daily on hardly any volume (and a plethora of unknowns that looks at that time to be buys).