Haydale Share Price (HAYD)

Haydale (AIM:HAYD), the global advanced materials group, is pleased to announce the launch of its
Taiwan operations, Haydale Technologies (Taiwan) Co., Ltd., (‘HTW’), which will operate as a dedicated
producer and sales outlet of graphene-based conductive inks and pastes, including other functional
and specialty inks and pastes

Hi Kondratiev,
welcome to the chat. I am also not new to Haydale but at the same time not so new. I went into it maybe a bit less than a year ago so even if I am at a loss, not as much as some of the longterm holders. I probably shoulda done a bit more research into the graphene industry before.

All I can tell you regarding to your comments is that I think Haydale has a lot of potential. We just need to be patient. I would say at least 1 more year before we can see some recovery in the share price. Little results are starting to be visible and the management to me seems cautious and focused. Hopefully this years reports will be good and the enthusiasm for this investor will come back. For me Haydale is a buy right now.

Hello! And welcome to the board, Kondratiev. In answer to some of your questions. Ray Gibbs: ex director who cashed in most of his shares around 30 pence as we loyal, long-term holders (the gullible idiots like me!) all watched as the s.p dropped down, over several weeks, to about 12 pence a share -- it then fell off a cliff down to 2 pence! Eventually Mr Gibbs decided to move on...I believe he is still linked to the company, in a business interest, by way of his latest job. Hell of a guy!!
As for your comment about graphene being difficult to commercialize: then yes there is a lot of truth in the fact that, generally, it is indeed still being researched. See "National Graphene Institute" based at Manchester University.
Do I personally think Haydale Graphene is still a viable company? As long as it starts to become self-sustaining (a very tall order!) in the very near future then perhaps it will; It certainly is not in a position to undertake another cash raise...not at any price I would imagine.
Is Haydale capable of scaling its operations up to a reasonable industrial capacity? No idea on that one, Kondratiev...but I would have severe reservations about it all.
So there you go...some small thoughts for you. Cheers!

I am following Haydale for some months already and I am finding it a very interesting stock. Also I am a new member to this website I discovered it yesterday. I just want to also hear a bit the opinion of some of others regarding this company. I am happy to share my observations and also my doubts and I would really appreciate if those who know more about this company than me could comment a bit on their views.

This are the main observations why Haydale caught my eye:
- Low debt
- Big margin of safety(Intrinsic value based on cash flows indicates intrinsic value is around 0.44£)
- Globaly distributed company(UK, US, Korea)
- Low Beta value 0.1818(According to FT)
- Multiple good contracts(That I am aware of: Space Agency, National Grid, Asia Bank notes, and maybe others)
- Recetly restructured and management changed

Some of my doubts are:
- I hear a lot that it is difficult to make the graphene dream come true. I am just wondering if those coatings for gas tanks or inks for bank notes, etc... are products that are
ready to be comerciallised or is everything just yet in research stage?
- Is Haydale capable of scaling it's operations in case of a big demand?
- The former CEO Ray Gibbs recently left, what was he like? Do investors like more the new CEO? I read some threads that Haydale is not good at managing money, I woulda like to understand a bit more about it.
- I think Haydale will not be affected by Brexit much but maybe others don't think the same, I would like to see what are other people views on this.
- It fell from 0.4£ to 0.02£ just 2 or 3 months back, I don't understand why did the management undervalued the company so much in that corporate action. It seems like they were desperate for money. I think actually they didn't manage to get all the money they wanted. I never understood that move.

The contract seems good but it gives you no figures but I can understand that due the competition. Its all about the bottom line.