Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
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"at least we have some discussion" - yes and better than the diatribe the last week
One thing we all agree on it PR is seriously lacking here. That's why the PI interest here is low. No PDF presentations, no UK investor events with Q&A. Just the Proactive interviews that can be difficult to interpret, due to language misinterpretation.
But in a way I like that. Too many AIM CEO's full of bull**** out there that are trying to over sell you a dream.
it's 61.5 at close, so you are wrong ;-)
Register and download the Cenkos note; it explains all the companies extra expenditure that will see it though with current cash to where its cash flow positive in 2022( this is a disrupter company, with blue sky sales once adopted). E.g
"The company is currently investing €0.3m in capacity upgrade which is expected to increase the
capacity of 2D materials to around 28 tonnes per annum. To be clear this plant will be able to
produce either 55tpa of 3D or 28tpa of 2D and any mix in between."
might bounce to 61 then?
Hope i'm proved wrong and it's much more.
From no quote at 60(although you would get it for 100k on a NT) to bid becoming available and then that price gradually increasing. Backwardation here and in most stocks i've been in indicates that the buyer and seller are coming together, with a bias to the buyer. It's always bounced here when that happens, but I think a seller took the opportunity of the liquidity available to sell.
Also of note on the same morning Cantor(our ex nomad that has exited all small cap advisory services) came off the ask and went to a huge spread(20p i think), which they still have today, so I'm guessing they had a line of stock too clear and no longer want to make a market.
seems like jam tomorrow i'm afraid and yes all the products/IP's you would think the 200% rise in profits would give a surplus but no a bigger loss than 2019 so the money is going/being wasted somewhere .
I see it's all rosy for some here , at least we have some discussion. So it's jam tomorrow? Anyone checked the sp lately , I think that says it all.
All these products lined up , I would be expecting sales every month. If some of you guys are happy with current sales then you're not very ambitious is my view.
And yes the batteries might be huge , like everything they're not selling .
unless you're trying to sell short?
i thought a backwardation was a bearish sign ?
as long as they're not spending the 200% on Italian cars and clothing too much , have been in this share for a fair few years ( too many for my liking) but can't sell because of obvious market value . We need results simple as ......
oh and I got 10k at 60.4, as I got them when it was cheaper to buy than sell(backwardation)
This year includes Secar revenues, so the 200% increase is as a result of including those numbers.
The half year numbers would've also only included 2 weeks of mask sales, so the EUR400k+ sales will mostly go into H2, together with those post 24th Sept.
wrt Gipave, Itherchemica are very busy promoting it in Italy. They've done 2 online conferences(Sardinia and Rome), plus one I watched on https://eco-forum.it/
Also coming up,
Trieste on the 24th Nov : https://iterchimica.it/eventi/seminario-fad-pavimentazioni-a-elevata-vita-utile/
Bologna on 2nd dec : https://iterchimica.it/eventi/convegno-fad-nuove-tecnologie-per-pavimentazioni-stradali-ecosostenibili-dalla-ricerca-fino-alla-produzione-e-realizzazione/
They were also on RAI 1 (akin to BBC1) on Saturday 7th Nov
https://www.facebook.com/iterchimica/videos/959517667789646/
Trek,
Was very well bid(off order book) for 100k last week.
All products seem to fit well within Nantworks, including Elastomers. Reported by the company and in the Cenkos note " It is however progressing a relationship with a leading player in the electric mobility US market to assess the opportunity to implement the use of tyres enhanced with G+ graphene to reduce rolling resistance."
Nantmobility?
https://www.stator.com/about-stator/
Must dash...
that for me is the worrying thing if revenues increase 200% and loss 200k that means a much worse position than last year.
( in my laymans terms)
If the revenue stayed the same as last year the loss would be mindblowing ,
yes we do need updates not just on the masks but the gipave ( hope they're not selling out cheap on us) "graysorber" had opportunities this year with oil spills ( unfortunate occurrences but were we even offering services if only for free to prove the product works?)
Something feels wrong.
Yes revenues increased but so did loss by €200k.
We have plenty of cash to see us through. We could do with an update on mask sales and as it is an immediate cash injection. I note the RNS from RMS today about farm2farm selling out of their antiviral masks! Could do with our PR getting their acts together.
An investor day or trading statement would help.
Encouragingly a big buy gone through today, 86k. Not seen one that size in ages. Also lots of 10k or more share sells of late. It’s been difficult to trade even that size in the past so someone is happy to take em on the books.
The battery news imo is going to be huge but I thought that with Graphysorber.
Does feel that we are at a pivotal point. The darkest hour is the hour before dawn and all that....
Trek
not very good with numbers does this mean Directa made more of a loss this year even with a 200% increase:-
Financial Highlights
· Total revenue increased by approximately 200% to €2.81 million* (1H2019: €0.95m)
· EBITDA loss similar to comparable period at €1.47m (1H2019: loss of €1.45m)
· Adjusted loss after tax** of €1.95.m (1H2019: adjusted loss of €1.83m)
· Loss after tax of €2.45m (1H2019: loss of €1.78m)
· Cash at period end €7.49m (FY2019 €10.9m), in-line with management expectations
l think you need some brain anti bodies never mind the cov
Didn't you read RNS the half yearly report less than 2 months ago?
You keep banging on about no mask sales, but they sold EUR 400,000 from the launch on June 14th - September 24th(date of half yearly report)
I was assuming you were joking, when saying no sales, as surely you must have read the company release. But obviously not.
For your info from the half yearly report, which you must have missed -
Total revenue increased by approximately 200% to EUR2.81 million* (1H2019: EUR0.95m)
EUR5m contract for the provision of environmental services to GSP Offshore, commencing in February 2020 with annual revenue of EUR0.7m over a period of seven years; and
US$3m contract for waste management services to Cummins Romania, covering a period of three years commencing on 1 October 2020
Textile revenue reduced to EUR0.54m (1H2019: EUR0.82m) with Covid-19 impacting customer demand
Significant and growing customer interest being shown in Co-mask(TM). Orders received to date with a value of over EUR400,000, including 25,000 units by a leading Italian luxury sportscar manufacturer
Looking pretty bleak here guys n gals. Without sales , yes selling stuff , bringinging money into the company, this will be low 50's by xmas. Where are the sales figures? Where are the director purchases?
Its all noise but no action.
I wonder if they can sell any before the vaccine is up and running ? Looks like a lost cause , they certainly won't be selling in any volume to make an impact on the ever weakening sp.
Lol! What does it take to nudge you guys out of your slumber? Unless it's a link to a piece of possible good news .?
This is fast becoming a disaster . I heard someone on here bought a mask but does anybody think they may have sold another one to somebody else?.
Would be good for the sales chart
What’s with these trades of 2 and 10 shares? What a load of nonsense, how can they be genuine? Anyway, just the 1.6%dripping off at the moment, hey ho. Can’t remember the last time we had a serious blue period on this one. Think we’re all gonna get shafted, something is not adding up here.
yes it's very disconcerting a company with so so much potential , they MUST be doing something wrong.
Just the 3.85% today then...soon be in the 50's
... For those without twitter "NantEnergy - Fluidic Energy @NantEnergy Head of R&D Fabio Albano talking at #SPIcon about benefits of hybrid battery storage systems | #NASEW19 #energy #energystorage"
I'd be very surprised if NexTech are not somehow connecting in some way to NantEnergy(PSS' co).
Nant have a hybrid system that uses their showcased Zinc Air battery, with a Lithium Ion battery. A new solution with the later being Lithium Sulphur would be far better : https://nantenergy.com/zinc-air-lithium/
So, since the battery news this week, I've been trying to do some digging and find a connection from PSS to NexTech, looking for a connection between the two names(Bill Burger & Fabio Albano) listed as NexTech contacts on the bottom of the RNS.
Nada up until just now, as was just looking at Bill Burger. Then I looked on the NantEnergy Twitter page and low an behold the second most recent tweet (Sept 2019) is of Fabio Albano presenting at a conference.
https://twitter.com/NantEnergy/status/1176926373039919104/photo/1
He was VP of technology at NantEnergy then, but moved this july to NexTech.
"Fabio Albano is now CTO at NexTech Batteries, a developer of lithium-sulfur batteries. He was most recently the VP of technology at NantEnergy."
https://pv-magazine-usa.com/2020/07/17/job-moves-lior-handelsman-leaves-solaredge-plus-form-energy-generate-omnidian-firstlight-mp2-jurchen/
PSS is obviously still active behind the scenes of Directa. He was one of the Authors and designers of the recent Antival tests. He's mentioned at the top " Patrick Soon-Shiong" and later as PS-S
"Author contributions: This study was designed by FDM, VP, GD, MSali PS-S and MP. Infection experiments and related assays were performed by FDM, IP and AS. Bacteria-based experiments were performed by VP and AA. Electron microscopy was performed by VP and AA. Cell viability experiments were performed by FD and GP. Data analysis and figure preparation was conducted by FDM, VP and GB. FDM, VP, GD, MSali, PS-S and MP wrote the paper. "
https://www.medrxiv.org/content/10.1101/2020.09.16.20194316v2.full.pdf
Looking forward to NexTech actually doing what's posted on their website, with or without NantEnergy in tow "The next phase for NexTech will be to bring its Patented Li-S Battery Technology to the Global market!"
It’s always been on the cards here. A bid only needs to be at the year high sp with 30% holding to kick off. Obviously it then needs a majority vote. A quid would be a rip off. Trek kicking and screaming won’t matter a jot!
Trek