Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Totally agree. The groundwork is done, it’s now about orders. They have a great team who keep the market updated, sit tight!
AGL, they are already increasing capacity in house at the Italian factory. The two fundraisers between Christmas and now should be sufficient to cover the cost of this.
They are, in addition looking to licence production. This could lead to capacity multiples of the 20 Mw
The fact that they are establishing greater capacity in house is a very strong sign that they anticipate a much larger sales pipeline than current 20mw capacity can provide.
This is obviously incredibly positive and perhaps one of the reasons why the price has not yet reached fair value based on a forward looking view and potential growth.
A year ago VDTK were targeting 25% efficiency in graphene SPVs. She's recent Vimeo interview discussed efficiency levels from mid to high 30% to perhaps as high as 40%+. That sounds as though the JDP with Paragraf has made significant progress over the last 12 months. AH also expressed optimism that the next 6 months would see announcements about commercialising production of graphene SPVs. Could of course all be bluster but it was a bold prediction to make.
Sounds crazy, but is been done before, look at ARM. This could be big!
My guess is they will smash the 20MW and get to 50MW quickly.
If you read the RNS it talks about licencing the technology = no new factories required...... very smart and non dilutive!
The fact that they are increasing capacity shows they have a strong sales projection
So based upon 20Mw capacity being filled in a year which must be expected fair value would be for me 20 to 30p or MCap of £60m to £90m
I guess, without the increased capacity, anything further becomes speculation rather than fair value. Once this increase is confirmed the fair value would increase accordingly.
With Paragraf coming good you would have to expect that the value of such a product would not be in the millions but billions. Without further shares issued based upon 292m in issue £1bn MCap would be £3.33.
Sounds ridiculous though right ?
What would such a transformational product be worth.
Martyh has already posted figures today. Based upon profit on specific Mw production capacity. Its very clear to see that 10p or £30m MCap does not factor in sales of 20Mw capacity, any increase in capacity and sales thereof and certainly does not consider paragraf JDP.
Where do you reckon FV is with and without Paragraf coming good?
lol its up 400%, atb.
Where do you reckon FV is with and without Paragraf coming good?
its a silent one.
Gently building. No spikes required here.
Still nowhere near fair value.
this is up 430% - and never really promoted on twitter - incredible,