The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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From RNS today "The Company is currently actively seeking additional funding, both non-dilutive and equity".
This hardly comes as a surprise given the capex and timescales to get sufficient revenue streams and a pity it has not been sorted earlier. Suspicion must be they have already tried but not succeeded.
Current Mcap is only £2m and after funds are raised this may become a good investment opportunity. It is too risky to buy shares until then as the dilution could be significant. AIM is a cesspit!
Excellent, another one!
Graft Polymer targets innovative vitrimer industry with latest collaboration ...
Associate Professor Dr. Blaž Nardin, Dean of the Slovenian Faculty of Polymer Technology, added: "We are seeing inexorable demand from multiple industries seeking more efficient, sustainable use of everyday products with more environmentally friendly processes. ...
“We see vitrimers playing an instrumental role in this evolution and Graft Polymer is ideally placed to provide us with optimal R&D insight and product development in this vital niche.” ...
https://www.proactiveinvestors.co.uk/companies/news/1026033/graft-polymer-targets-innovative-vitrimer-industry-with-latest-collaboration-1026033.html
A plethora of recent RNSs but no indication of revenues and profit streams. Also, no idea what the cash runway is. Lots of good news and given the low SP probably worth a punt, but still too many uncertainties for my liking
... "Graft believes it is well placed to capitalise on a growing new market segment, with 62.5% CAGR expected for the self-repairing materials market, rising from US$2.1 billion in 2021 to a phenomenal US$62.66 billion in 2028" ...
RNS:
https://www.londonstockexchange.com/news-article/GPL/r-d-agreement-with-slovenian-faculty/16117717
Graft polymer signs third major R&D deal in two months. with the company's factory in Slovenia up and running, more collaborations should be expected as they continue to demonstrate their capabilities to potential partners in the field. sorry about last link. this should be OK. https://www.proactiveinvestors.co.uk/companies/news/1025454/graft-polymer-signs-third-major-r-d-deal-in-two-months-1025454.html
graft polymer signs third major r&d deal in two months. with the company's factory in slovenia up and running, more collaborations should be expected as they continue to demonstrate their capabilities to potential partners in the field. https://*********************/media/graft-polymer-signs-third-major-r-d-deal-in-two-months/id/18721
The 300,000 order (2.65p / £7,950) at 13:01:53 looks like a buy. Buyers are starting to pay attention.
Sergey Nikitenko, Managing Director of FORPET, commented: "We look forward to working with Victor and his team. We have been impressed by Graft's scientific and proven approach to problem solving which together with surety of supply from the newly commissioned industrial facility made them an obvious choice for this important project." I like the deals GPL are doing. It looks like GPL new factory & expertise in their field, is brining company's knocking at our door.
R&D and Supply agreement with FORPET BALTIC advances sustainable credentials and expertise
RNS:
https://www.londonstockexchange.com/news-article/GPL/r-d-and-supply-agreement-with-forpet-baltic/16108395
Haven't learnt that much new but it is always nice to hear from their spokesman. Anyone know if it is the intention to make the polymer for this customer in their factory and ship it over to Mexico or whether this is more outsourced research and they will hand over the cooking instructions for someone else to manufacture in South America. If they have now 6,000 tonnes capacity what is typical unit price of this stuff? £2k/m3m more or less?
Graft Polymer rounds out busy summer with fresh R&D contract
https://www.proactiveinvestors.co.uk/companies/news/1025217/graft-polymer-rounds-out-busy-summer-with-fresh-r-d-contract-1025217.html
They are not cash flow + currently, or they'd have said as much. I think the words have been 'there was one month last year when we were cash flow positive'. On the plus side, they should be able to get a loan secured against all that shiny new production kit they now own.
They have doubled production. Customers/orders are lining up. Reading the series of RNS's released in last couple of months, it is obvious that they are on the way up. Considering the SP was more than 8p in last April, there should be sharp rise.
Each order improves cash flow.
They could be cash positive now.
From the previous RNS they have already started deliveries so cash should be following.
MC still less than £2.5m
This must be significant for it to have been announced, but I can't see any estimates of the scale of the revenues that might come as a result. Hopefully this will be made clearer soon?
Graft Polymer formalises tie-up with Mexican recycling specialist ... Work has been underway with a technical team from Vilher for several months
https://www.proactiveinvestors.co.uk/companies/news/1024925/graft-polymer-formalises-tie-up-with-mexican-recycling-specialist-1024925.html
Lots of good news recently but as stated in the Proactive Investors interview, the cash runway won’t last forever (quote). They will need to borrow or do a share placing to raise more funds to deliver on this good news IMO. I’m on the sidelines watching with interest but will invest when I’m confident the finances are sorted. Accept I may be calling this wrong and could miss out but hey ho!
R&D Supply Agreement Signed
RNS:
https://www.londonstockexchange.com/news-article/GPL/r-d-supply-agreement-signed/16102272
I googled this company… not exist or only in Linkedln.
It seems they are now production ready, taking orders and establishing partnerships and already started to deliver. These recent RNS releases clearly states that.
- New Product Lines and Expansion to "Double" Production Capacity (RNS: February 09, 2023)
https://www.voxmarkets.co.uk/rns/announcement/27dd0730-35c6-4d54-bd6f-ef1109b12789/
- New R&D and Supply Agreement with Gabriel Chemie (RNS: July 6, 2023).
- Distribution agreement with US Inter-Technologies (RNS: July 27, 2023).
- Graft Bio signs manufacturing services agreement (RNS: August 23, 2023).
DYOR
It's height of Holiday season, which is always a slow time for investing. also their is a Geopolitical Conflict/Financial/Economic Crisis. IMO people should have some preciouses metals miners in their portfolio & diversify their portfolio with company's such as GPL, which I like the look of. IMO only & DYOR.
So why is this company trading at 10% of its issue price c.18 months ago?
They seem to have done everything they promised so far? Built out factory and production capacity, engaging with prospective customers to build sales pipeline, won initial contracts across both divisions, generated revenues. No doubt they will be raising money again soon but all looks on track as far as I can see.