George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
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I agree - graphene commercialisation could kick in at some stage but prudent not to factor it into any investment decision at this stage.
Cat. It is better this way. Not to price in the potential here. It is not a given that it will be a success but they have moved to phase 2 after successful phase 1 which offers a high level of hope and increased probability.
At some point in time someone has to crack it. Why not this JDP
Prior to the adoption of any new platform technology (with VDTK - graphene integrated SPVs via their JDP with Paragraf) it is always easy for sceptics to make the following argument:
1. Since its discovery over a decade ago graphene has been touted as a miracle material and millions of $s have been invested into commercialising it by tech heavyweights such as Samsung Electronics and Apple. So far (with the exception of a few things like tennis rackets and integrated graphene in trainer soles that aren't going to set the world alight) the results have been pretty pathetic.
2. If the "big boys" can't crack the graphene puzzle (due to a plethora of well documented technology issues) what chance has a small AIM listed company (VDTK) which in 2019 generated zero revenues! To think otherwise is to indulge in the ultimate "rainbow chase"
Maybe this is sound logic however, you could have applied a similar argument to a small Cambridge company called Acorn Computers in the early 1980s. This company went on to become ARM Holdings which in turn developed into a multi billion pound company which was sold to Softbank for £24b in 2016. There is a strong possibility that the company will be relisted on NASDAQ sometime in the next 12 months. Anyone who has followed ARM will know the initial scepticism with which its core IP was treated by investors until it started gaining significant traction in the late 90s with the growth of the mobile handset mkt.
However, there are some important parallels between ARM and VDTK/Paragraf as follows:
1. Both Paragraf (VDTK) and ARM originated in the Cambridge University science hub, which has now developed into Silicon Fen.
2. The original ARM IP was developed in Cambridge by, amongst others Hermann Hauser. It is interesting to note that Hermann Hauser has a long track (over 30 years) record of successful technology investment. He established a VCT called Amadeus Capital which invested heavily in Paragraf's last capital raise.
3. Paragraf and VDTK's JDP were the first company globally to successfully produce a proof of concept GISPV in June 2019. 12 months later they are openly discussing the probability that the next 6 months will see material announcements regarding the commercialisation of GISPVs. If they are successful, VDTK and Paragraf would be the first company to achieve this and the impact on the SPV mkt and VDTK's SP would be transformational. It is possibly significant that of all the SPV companies with whom Paragraf could have chosen to form a JDP, they chose VDTK.
If VDTK are able to successfully commercialise GISPVs (increasing efficiency levels from 21% to mid 30-low 40%) it would be transformational. The likelihood of this happening is still unclear, but VDTK investors are effectively getting access to this SP catalyst for free because the market still believes that the likelihood of a small Cambridge (Paragraf) based company cracking the graphene puzzle, is remote........