Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
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Trek,
"I think you will be surprised when the masks contracts get announced imminently"
Must be coinciding with them putting their B2C prices up?!
"The special offer on our e-commerce will expire September 7th"
"there are simply no numbers" Not true, all from RNS...
3rd Feb - "The value of the contract to Setcar is estimated to be approximately EUR700,000 per annum over a period of seven years for a total value of EUR5 million. "
13 Mar - "The order book to date is in line with management expectations for 2020 with confirmed orders of EUR5.85m"
13 Jul - "The value of the contract to Setcar is estimated to be approximately US$3 million over a period of three years, commencing 1 October 2020. DCTA"
21 May - "With this in mind, our COVID-19 scenario planning base case revenues, albeit a reduction against initial expectations, nonetheless show a notable near trebling of revenue for the year."
N+1 Singer's previous revenue estimate was 10.2m for 2020(2.63m 2019). Near trebling(without any covid related sales) would be ~7.5m. again, "base case".
covgaz, see my post 30th July.
I agree with some of your comments. This is a jam tomorrow stock. It’s developing disruptive technology. It will need money to grow. It is smartly relying on a royalty approach and has setcar to speed up a route to market for the grafysorber vertical.
There are undoubtedly gaps in the model. That is so often the case with these fledgling companies. It’s going to be a bit up and down here until they land a decent contract but that only comes after all this hard work. I think you will be surprised when the masks contracts get announced imminently.
Some folk wait for ‘the deal’ before investing others try to get in ahead. An investment here is balanced on the science coming through and it’s ahead and there are many shots on goal. Just my view.
Ps I did well with MWG, don’t hold now though.
Atb and do continue challenging constructively. It helps.
Trek
What exactly is financing the company crues123 , I have obviously missed what you have seen?
No action? Clearly you haven’t been doing any research
I would think this is the biggest problem for the market Trek , there are simply no numbers. It's all well and good announcing this that and the other , but without numbers and sales figures it's anyone's guess , could be 10 bob's worth.Most of the stuff RN'sd recently is only in concept stage too. I was invested in another company , Modern Water Group which professed to have all this blinding tech but sold nothing. It went from 32p and has recently climbed off it's low of a halfpenny, only due to a merger with SKIN. I am not invested there , it now sits at 3.5p or less. I would be hoping for some serious new sales here within the next 6 months on something f.f.s , otherwise how can the sp grow and keep shareholders content?
Down again, be testing low 70’s again at this rate. Becoming a dog.
It’s a fair point. I often think that something is missing due to all these tests but then no way would Iterchima run with it unless the data held up.
Sometimes if something is too good to be true you just gotta trial it yourself like kent CC.
You can’t suddenly declare that you intend to spend millions of tax payers money on ‘unproven’ tech in uk climate on uk heavy traffic roads. But once one has done the DD and costed it then others will piggy back the trial results on the economics. That will be the same in the USA.
We are hopefully at the start of a hockey stick sales curve!
Trek
Pointless , the results are now well publicised, and if any more needs to be learned , the new bridge in Italy will supply all the answers. IMHO of course.
US trials planned for later this year
https://www.youtube.com/watch?v=fflBSIEdSOg
Taken from N+1 Singer note last week...
"Management believed this is one of the Group's most exciting product developments to date, with the product expected to generate a substantial number of orders across the globe and be significantly profitable in the near term"
"Directa Plus is speaking to several potential customers around the globe and contract negotiations are at various stages, bu today's announcement is expected to lead to a significant number of commercial orders. Directa's mask retail for c.EUR35/unit for B2C and for c.EUR10-EUR15/unit for B2B (volume depending and starting from a minimum order of 1,000 units). replacement filters retail for c.EUR0.5/unit. Given the ability to reuse the mask, it is cost effective for customers. Management estimate that the daily cost of it's masks for B2B customers is c.EUR0.13-EUR0.10/day. Versus a disposable surgical mask(c.EUR0.5/unit), the daily cost saving of a G+ Co-mask with filter is at least 74%"
Plus the extra Viral, antibacterial, heat dispersion, environment, etc benefits
Happy to see it ticking up. Seems to be clearing the churn nicely now and will probably head to £1+ as long as market holds up
l am surprised the japs haven't ask to use our boom to clean up that oil ,
Wow more trades more posts! The sentimentometer here is changing!
Been ages since we had a whole page of trades for the same date!
Trek
Once this information is out there and being understood can see a serious re-rate to the SP.Was mentioned by the Daily Mail on Friday.Covid 19 spread has been monitored in the sewage for a while now so any filtration enhancements that kill it and the air-borne virus surely will be huge commercially.The peer review of the hospital and University work will make people sit up.
Thanks for posting.
One thing not explained in the RNS, which GC mentions in the video, is that the mask isn't just filtering the Virus, it actually, quote "KILLS IT, by attacking the external membrane of the virus and this will be really properly be explained by the scientists, not by me"
Directa Plus's graphene facemasks can kill COVID-19 says CEO Giulio Cesareo
https://www.proactiveinvestors.co.uk/companies/news/926604/directa-plus-s-graphene-facemasks-can-kill-covid-19-says-ceo-giulio-cesareo-926604.html
From Instagram
We are proud to announce the G+® Co-Mask™ is the first graphene mask in the world able to kill Sars-CoV-2
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This makes our protective device the safest all-round mask you can find on the market
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No wonders why Graphene is considered “the wonder material” and NO COMPROMISE with Graphene Plus: safety, performance, sustainability, economical & style
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Don’t wait, join our Graphene Plus community @ www.graphene-plus.com
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Our special offer will be available until September 1st
He has been telling people to mask up constantly on twitter.
https://twitter.com/drpatsoonshiong/status/1279483288323686401?s=21
The real concern of aerosol spread from people who feel normal @latimes #covidspread. Six feet is not enough in a close space. It’s in the air for hours.
Please mask up. Happy 4th #MaskUp
I wonder what the richest doctor in the world, our 28% holder, who is busy fighting CV19 with vaccine research will think of this? ;-)
The commercialisation discussions for their fabric will not just be about Masks. It will be all PPE, plus clothing, furniture, curtains...which have also been mentioned by the company. The comment CG made was, you don't want to have to wash your jacket after you've been out after someone has breathed on it.
Then you have IMO the most impressive qualities that G+ provides, the Thermal Plannar circuit, where the same item of clothing keeps you cooler in summer and warmer in winter. trust me, having worn it regularly, it's great! Plus no smelly armpits, due to anti bacterial properties, so doesn't need to be washed as much(environmental saving) :-)
Everyone will want these, worldwide !!
They say that wearing a mask mainly protects other people, but now with this tech, they will protect you as well.
This part has to be such a selling point for prospective commercial partners.
Think they'll be beating down the door myself.
". A scientific paper containing the full details of the trial and the results is underway and is expected to be published shortly. "