The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
I would say the recent contract win is already priced in . Just a thought, as the market is aware of what's coming round the corner here.
Curious what that's based on . They won their biggest contract to date a few months ago, kicking in now - surely that much influence their trajectory including financial?
It was a tongue in cheek remark , it has been said on here in the past. Patents don't pay the bills imo.
Those patents mean nothing if they hold no commercial value. The company will require additional funds in the next 12 months...........they're not gaining enough traction unfortunately. It's one I've been watching for some time but no realistic prospect as things stand
Great little company , all those patents.
I seem to recall broker note saying by end of 2024, but I'm not sure (and not sure if recent big contract wins bring that forward).
After the half year results in September which showed a reduced loss shares have continued to fall.
Whilst there is revenue and a number of projects with potential I start to feel if investors are loosing interest in the wonder material graphene which has many uses but can’t produce profits! Don’t think this company is a basket case like Versarien but the euphoria days are certainly over.
At least it’s an EU based company and gets some funding support but when is it forecast to turn profitable?
Has anyone, anyway to contact the company to ask a question please? I have tried to find it but unsuccessful. Thanks.
Think the spectrum Collab and possible U.S. DOD contact will also be a catalyst.
Agree re the interims, would have thought that one more decent contract from setcar and they're profitable going forwards?
Presentation 29/9/23
Interims seem to be good, and margins improved.
🤔
https://www.shiftingshares.com/what-is-an-uncrossing-trade/
Let's see where it leads us.....
The supply overhead from previous trading is currently at 55 and falling, along with the major trendline. It is expected that there will be resistance for the stock to rise beyond 55. Today, the high price briefly surpassed the upper Bollinger band but then retreated. Despite the very high volume, there is no significant congestion typically seen during accumulation.
Directa Plus has announced its largest contract win in company history, a three-year €5.5m contract with Liberty Galati through its subsidiary Setcar. This contract has the potential to expand up to a total value of €8.0m, making it a significant opportunity for Directa Plus. The contract is focused on Liberty's Galati operation in Romania, which is part of the larger $16bn turnover Liberty Steel Group. While Liberty Steel Group produces a large amount of steel annually, this contract specifically targets the oily mill scale product, which is a byproduct of the rolling process. With the global steel production reaching a record high in 2022, there is a substantial market for Directa Plus. The research note suggests that this contract, combined with a positive recent site visit, indicates that Directa Plus is on the verge of a commercial breakthrough. The forecasts remain unchanged, and the research note maintains a buy rating and a target price of 140p.
Without securing a contract that generates substantial revenue or a significant game-changing contract, our progress will remain stagnant, rendering our patents ineffective.
Overhead at supply from previous trading at 55 and falling major trendline also at 55. Expect resistance to sp, rise beyond 55. High price today pierced the upper Bollinger band,then retreated. Very high volume, although no significant congestion, which would usually accompany accumulation .
from the singer research note: 'directa plus has announced the largest contract win in company history, a €5.5m three-year contract with liberty galati through dcta’s subsidiary setcar. the contract alone is impressive given there is the potential to expand up to a total value of €8.0m, however, we believe there is scope for this to become a meaningful part of the directa plus story moving forward. liberty galati is part of the larger $16bn turnover liberty steel group, yet this initial contract is focused solely on liberty’s galati operation in romania. liberty steel group produces c.2.7m tonnes of **** per year, although most of this is likely blast furnace byproduct as opposed to the oily mill scale product (a byproduct of the rolling process during steel production) within the scope of this new contract. globally, 2022 was a record year for steel production at 1.89bn tonnes (exceeding 1.88bn in 2019) and it is estimated that c.2.5% of the metal weight of the workpiece is ****ged during the rolling process, creating a sizable tam for dcta. we leave our forecasts unchanged, but this new contract, alongside a positive recent site visit, makes us think something is happening with dcta and that the business is on the brink of a commercial breakout. we retain our buy rating and 140p target price.'
An RNS with some meaning
They'll keep trialling it until all their roads are paved at no cost we need revenue and orders 2019 to 2023 4 year and counting
Until we get a contract with a meaningful revenue stream or a business changing contract of note we are going to be stuck in the doldrums so much for all our patents .
Https://notalotofpeopleknowthat.wordpress.com/2023/07/16/electric-car-mot-tyre-failure-is-40-per-cent-higher-than-for-petrol-vehicles/
Get on it giuillio both patented for directa let's start hitting big income
In reply to your question , I think Directa have 80+ patents. I ask again , where are the profits?Other than batteries , I cannot see anything in the portfolio that will sell by the millions and really make the SP fly. I also think the biggest money spinner is spilt oil mop ups , no graphene involved with that. Gipave has done nothing. I just don't get it. I sold up last week so will not be commenting in future. GLA.