The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
It must just be me as nobody else here has an opinion other than one or two a while ago re numbers This has been in the same range now for two years. There are no new sales. The news is pretty basic and has no impact whatsoever on the SP when it gets delivered. Weren't the masks supposed to the driver here short term.....if it wasn't for the parent country , i.e. Italy , maybe nothing would be happening at all. C'mon , discuss....
All looks good in writing , SP still in decline. I would have thought the bridge completion would have had some impact re Gipave but nadda , not good. This share is becoming a big disappointment in my portfolio. Even if it stayed steady I could be happy and wait for the good news , but it would seem people are losing patience with it and taking the small monies invested to buy more lucrative stocks. I do intend to hold but jeez what a boring hold.
The works involved the flooring of the new service station for a total area of ??2,000 m2 and involved the use of graphene-based supermodifier for the binder (7 cm) and wear (3 cm) layers. The production and laying of the bituminous conglomerates were carried out by the Roman company As Appalti Stradali, the contractor. For this single service area it was possible to recover 1 t of recycled plastics otherwise destined for waste-to-energy. Thanks to the lack of incineration, a saving of about 82 kg of CO2eq was therefore estimated. Furthermore, the increase in the useful life of the pavement with Gipave, compared to one with bitumen as it is, will allow a further reduction of CO2eq emissions by up to 70%.
https://www.affaritaliani.it/notiziario/a_roma_la_prima_stazione_di_servizio_con_asfalto_al_grafene-165684.html
September 29, 2020
Thanks to a high-tech additive based on made in Italy technology, the flooring will be more durable, safe and eco-sustainable
(Rinnovabili.it) - Graphene asphalt continues to make its way to Rome. After the tests at Fiumicino airport , the innovative blend paved the 2,000 square meters of the Q8 service station, inaugurated today on Via Ardeatina. A world first that is identified with a very specific name: Gipave .
Gipave is the supermodifier based on graphene and "hard" plastics (those that are not normally included in the recycling chain) developed by Iterchimica . From 2018 to date this patented technology has been used in ten test fields both in Italy and abroad. And it is the same that the company donated for the 1,067-meter-long road surface of the new Genoa San Giorgio bridge.
What is special about the new graphene asphalt? All the tests carried out so far by universities and certified laboratories have confirmed excellent results in terms of the performance of the blend. The data on the road validate the increase in resistance to load cycles and the ability to withstand thermal excursions, demonstrating that the technology used allows to improve the parameters relating to the rutting (defect connected to areas stressed by frequent passages of high loads). The greater resistance therefore allows to obtain floors that last longer than those traditionally built.
At the heart of innovation is the circular economy . Gipave contains, in fact, G + Graphene Plus , a specific type of specially selected recycled plastic and a functional base studied by Iterchimica. This recipe allows the asphalt to be 100% recycled in subsequent production cycles , saving raw materials and reducing CO 2 emissions .
"Gipave - reads the press release - is the result of a three-year research conducted by Iterchimica in collaboration with the University of Milan-Bicocca, G.Eco (A2A group) and Directa Plus. The graphene used comes from by the Directa Plus company listed on AIM in London, while the G.Eco company supplied the hard plastic component. The University of Milan Bicocca instead took care of the entire environmental analysis (LCA - Life Cycle Assessment) ".
To pave the Q8 service area, 1 ton of plastics was recovered otherwise destined for waste-to-energy. " Having shared with Q8 this test that uses our Gipave technology to create the first graphene service station fills us with pride - commented Federica Giannattasio, CEO of Iterchimica - To evaluate the effectiveness of pavements made with asphalt containing the graphene additive we have already carried out ten test fields in Italy and in the United Kingdom, obtaining excellent results. It is a technology entirely made in Italy that allows to create high-tech, green and highly resistant flooring with economic savings and a reduction of CO 2 in the atmosphere ".
https://www.rinnovabili.it/innovazione/asfalto-al
https://www.youtube.com/watch?time_continue=369&v=le-9TVLarDY&feature=emb_logo&ab_channel=Proactive
It's a tad depressing we always seem to be on the back foot , in the red. We need some good sales here to boost this into the 90's at least , fed up being stuck in the same range for what....nearly a year barring the covid dip into the 50's. Come on DC.....
Cenkos "We believe sales are already averaging over €50k/month"
Cenkos Page 39 - CO-Mask revenue €0.33m
RNS "Orders received to date with a value of over EUR400,000"
Already exceeds Cenkos numbers of EUR 330,000 for the whole of 2020
Unloved? But PSS loves us!
“Material upside Directa Plus is a commercially proven graphene supplier with a unique production process that creates high quality materials that are already used in a wide array of products internationally across multiple verticals. We expect the company to reach EBITDA positive in FY22 with existing cash reserves, leaving material upside in our expectations from some of its recently developed products such as the Co-Mask and Gipave. We see Directa Plus as an underappreciated, undervalued and more mature and lower risk play in the UK listed graphene and speciality nanomaterials space and initiate with a Buy recommendation and 122p target price. “
Nant Capital LLC (Patrick Soon Shiong) 28.9%
Dompe Sergio 12.3%
Unicorn Asset Management Ltd. 8.7%
Finanziaria Le Perray SpA 6.9%
Giulio Cesareo 6.2%
Trek
Masks proven against Covid-19. Not many companies have been able to get lab access to prove products against a live virus.
“Face masks Directa Plus is based in Lomazzo, Lombardy, Northern Italy, which was one of the first regions in Europe to be hit hard by the coronavirus pandemic. It was therefore also one of the first regions to mandate the wearing of face masks and the Directa Plus management quickly saw the opportunity to use its technology to improve the performance of face masks not just in terms of the thermal performance and comfort, but also enhanced medical properties: antibacterial and anti-viral, the latter of which has now been proven specifically with SARS-CoV2. We believe sales are already averaging over €50k/month, but as the Co-Mask is unique in that it has proven anti-viral performance with COVID-19, designed to be lower cost than alternatives for regular use, and is customisable (logos and images can be printed on the outer fabric), the company should be in a position to secure significant orders from large organisations in due course. These are left as upside in our model but could completely be transformative for the company over the next year. ”
Also it’s upside risk not in 122p buy note. Page 22
Trek
See 65 page note(I'm at Page 9 atm) at
https://www.cenkos.com/research-portal#/portal/cenkos-securities
Agreed, but I think you know the point I was making.
Apologies, having a mare... "It's definitely real Graphene Nanoplatelets <3nm and < 6-8 layers as certified in today's announcement publication"
Not sure why the ? got posted - "It's definitely real Graphene Nanoplatelets <3nm and < 6-8 laters"
crues123,
It's definitely real Graphene Nanoplatelets <3nm and ?
Another well discussed UK graphene company, which is also certified by the same ISO standard, has lower numbers 90% <=10 layers, 60% <=5 layers, 10% >10 layers
"The patented process that is used to manufacture Nanene produces high quality graphene nano-platelets with a majority of sub 10 layers and a significant number of sub 5 layers material. "
A big enough market for everyone.
Prices now €45(+22%) and €40(33%)depending on model, up from €35 and €30
Must be in demand!
The kids model prices are still the same for sept "The launch price for kids will be available all September"
Can't find the link to the test though. "For more information on certifications and test link in bio "
Fair do's guys , thanks for your thoughts.
I think Itsyou has answered the point on funding and outlook of new business in a separate post.
This for me is a long term investment. I’ve a small shareholding and top up each month. I don’t think it will move much until some real numbers are confirmed. There are too many people promising big in graphene and not delivering. However, I’m happy with the news that is coming from this company and how they seem to be progressing with real orders rather than just collobarations. No doubt someone will tell me it’s not real graphene, but I don’t care as long as they sell it for more than it costs them to make
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