Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Told you in my last post that other ****ged off company were on the creep. Looks like the trolls were wrong.
Product acknowledged for worldwide use.
Trek - tick.
NOW - NR where are our deals the little upstarts that have no certification are getting on and have proved up not just a product BUT BULK product , sales will follow for sure well before year end. We need this kind of forward looking deal not just another LOI or MOU to go with a 100+ companies.
Please get something over the line with a sales figure and pref a BULK supply to get that 3t hopper empty ?
Thanks Brassneck. Weird how a month ago haydale pulled out of having a HQ in Taiwan yet 4 weeks later are looking for Chinese Dalian Corp to do deals in China AND Taiwan lol.
You don't get Chinese money unless they win on points. Haydale have signed a very profitable deal and I would suggest you look at just who Dalian are and the list of clients. Multi sector company in all the main sectors you could want.
I hold my biggest amount here as many would guess, but personally I am kind of wishing for the freeness linked with the hayd deal. I am not so sure about how power hungry Chinese business pull ranks for who gets what and when and when deals and supply can be agreed. The Chinese Gov will 100% have a say on who actually gets what. Nothing gets past them, even if they are not funded by them.
I got stuffed big time on two AIM listed companies linked to NOC companies. Trust me NR has balls of steel getting in the ring with not 1 but 200+ Chinese companies.
Saving grace may well and unfortunately be CVD making openings for China to help and land grab at the same time.
All very intetesting stuff. Side issue I note sp creep of dcta last week. Leaky old business. Been very carefully watching, hold only a few 1000 shares so no biggie, but its creeping up.
Robinhood, I much prefer the VRS deal. This spans 2-300 major Chinese companies that all want to develop products using Graphene. It also includes the set up of manufacturing facilities and technology parks to concentrate and propagate Graphene innovation. I think it's on a totally different scale (but I would say that as a VRS holder and not a HAYD holder).
In the short term the HAYD deal seems to involve further investment and cost for HAYD before revenues, though they may just be re-investing the licence fee. I haven't really looked in to HAYD so I could be wide of the mark here.
Fatherelmer, thank you for taking the time to offer a view.
All the best. I think we are in the same area , roughly speaking. Lets hope both UK companies make some good money out of the deals they have
Robinhood, I think there are pros and cons to both, but do prefer the VRS deal overall.
HAYD - no sale of equity, but limited to 1 product and has lower projected financial returns, no ownership of developed IP
VRS - higher forecast returns over a 50% shorter timeframe (£4.2m over 2 years), sets a framework for other geographies, allows retention of IP, allows for multiple licences for each end user and / or product, provides investment income to grow the (VRS) business both in China and elsewhere through the equity deal, only downside is the required equity dilution
Whilst I believe that you are correct in terms of both trying to deliver similar ends (sales into China) that's really all the HAYD deal does whereas the VRS one (for me at least) does much more.
Question.
Is the deal haydale have quietly done at face value better than the vrs deal , in that it currently is not restricting investment to current share price being way too low and not giving away 15% of the company for access to the Chinese market ?
I know all about the risk and poor cash position if haydale.
Simply looking at their deal and kind of wishing ours was as simple inorder to access the whole Chinese market ?
They have Dalian a huge multi sector supplier.
Seem's like both have the same ends ?
Anyone have any views ? Clear views if possible regarding the actual deal rather than the wider company differences pleeease.