Member Info for BOTAK

Correct ! But unfortunately there seemed some form of short attack last jan/Feb and March which devastated the sp and highlighted how vulnerable Haydale are to hostility in the market whether a large holder f reducing there holding or a complete sell off or an orchestrated short attack , Either way it aint good news whilst the company is in its infancy Just my opinion but maybe the recent 17% discount on the 160p placing encouraged a cash in for instant profit which then leads to a downward spiral culminating in a train crash

The question was why Hayd as a a lead in the sector as you infer. What am I inferring Superg ? Nowhere have I stated Haydale are a leader in this sector, I posted that Haydale have JV,s and partners in commercial prospects which stands then in good stead to possibly survive to revenue flow Now ! The rest of your post seems true ie a consistent big seller, BUT how do you know its ? without a holdings rns, Also the drift down as you say is across the board AGM / VRS , what is the reason, who knows ! But one thing for sure when this happened to Haydale in January to March this year the sp lost near on 45% of its value , So I for one am not going to sit on my hands whilst my investment is under attack, and have acted accordingly Where do you get this notion that investors on here think Haydale produce raw Graphene , Read bk over posts and you will see its been discussed to the contrary Today,s rns stated slippage, not a good vibe for a company touting the "Fantastic ARALDITE® Corporation " and there has quite obviously been a leak to that effect hence the decline in sp from mid October, which in my eyes casts doubt on RG,s association with his PI,s in favour of II,s All the best Superg

Be Careful Boys an Girls MM<s disguising the traders again to induce shock selling current ratio 5/1 in buys to sells

Take your broken english psychotic deluded insane ramblings onto the other graphene boards where you can answer your own questions and post to yourelf and leave us to our sorrows on the tanking sp

Seems after the long wait we have finally turned the corner, All RP,s past pumping was counterproductive , Now he has the chance to pump with merit Lets face it, The majority on AIM would just love to forecast growth on par with this RNS, whats another 12 months to become CFP ,for a ground breaking platform inside the market of India / USA immense

Thailand,, Korea and now USA office https://www.google.co.id/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwjd3aaLn_PQAhXKuY8KHUNICikQFggnMAA&url=http%3A%2F%2Fwww.acm-usa.com%2F&usg=AFQjCNGrLb7842hwuEzDyTqzIPCjMPh6Yg

and the average joe has had a chance to see the benefits of the material ? Do you mean not ? Graphene is on the verge of commercialisation , But I doubt it will be incorporated in all the applications being touted, The companies who have JV,s and partners to support specific commercial adoption to generate a revenue stream ie composites have the best chance of not only survival but graduating through quagmire of wanaa be,s to become World pioneers of graphene multi commercial applications My money is on Haydale to do just that should they survive the AIM scamming circus prior to sustainable revenue stream Still a gamble ? YES ! But a calculated one !

Seems the sp is under pressure again, What is it with Haydale as they can never maintain traction in the market despite the huntsman JV foreecasting revenue and all the other JV,s in marine,Auto, aero , drones, pipe manufactioring, 3D ink,National Grid Seems if you can blag a wearable tech on AIM then a 6 figure MC is achievable

I’ve expressed my opinion throughout really, I really like this one. It’s an interesting company offering services that provide real benefit in the world. The outlook for the company looks very bright. The company are confident of this themselves – “the Board looks to the future with confidence”. The management seem strategically sensible. They have secured some massive orders. One burning question… profit? There is none, nor any mention of it. R&D is inevitably expensive, but with $35.5m of new orders won over the past 18 months, you’d think the company would begin to start thinking of communicating a profit strategy. Even if it is simply, ‘we’re ploughing profits into R&D’ – it would be nice to know. That said, I still like the look of this one a lot. I’ll do some more digging and let you know what I find. Very surprised the price on this one hasn’t moved. Must be someone on here to counter all this good constructive PR Anyone ?

KROMEK GROUP KMK 23.12 -0.13 -0.54% Market Cap: £38.45m Price: 24p Spread: 3.5% Kromek, the company focused on radiation detection technology in medical, security and nuclear markets, announced its interim results for the six months ended 31 October 2016. I know very little about this company – not sure I’ve heard of it or seen it mentioned before, so this should be interesting. The numbers look decent. Revenues are 19% to £3.8 million from £3.2 million, which is solid progress. The company have maintained a healthy gross profit margin of 53% in line with previous years. The company do not make a profit – however, in this period, the loss before tax has reduced by £1.2 million to £1.8 million. Overall, it has been a good 6 months for the company. The key financial metrics are all moving in the right direction. The company generates its revenue from product sales. For this period, Revenue generated from product sales accounted for 74% of total sales compared with 57% in the previous quarter. This is good sign. Clearly defined products should be easy to sell assuming the demand is there, which here it suggests it is. This would hopefully also lead to a more stable revenue model as well. The remaining revenue came from R&D consulting services, which are less scalable – tick for the management from me! I’m beginning to like this business! As mentioned, the business operates in there distinct areas: medical, security and nuclear. The medical division won a 5-year $12.6 million contract in H2 2015/16. The company will provide monitors assist in detecting Bone Marrow Density, which allows for improved diagnosis and better treatment. The company have also entered into a two-year $560,000 contract with an existing costumer. Post-period, the company was awarded repeats contracts by three of its existing partners. The Nuclear Detection team currently has a $1.6 million contract with US Defence agencies and also recently won a $430,000 contract with the UK Ministry of Defence. Security scanning is probably the smallest area of the three, but the company has won contracts from an Asian airport group as well as a couple of other smaller value contracts. Overall, I quite like the sound of this. The products seem to have plenty of application. The company are dealing with some big contracts and respected names including government departments. There is clearly multiple uses to what they are doing. Kromek label themselves are the ‘market leader’ in the space – it would appear they are. Outlook The future certainly looks bright. The Group is making good progress on the delivery of $35.5m of new orders won over the past 18 months, which provides good revenue visibility for the current financial year as well as the next. The Group already has significant visibility over revenue accounting for more than 85% of market expectations for full year 2016

Here, Kromek has already landed prestigious BMD and SPECT agreements with several blue-chip OEMs, which together are forecast to more than double revenues from circa £2.7m in FY17 to £6.5m next year. Huge potential in ‘dirty bomb’ detection However, to us the biggest near-term opportunity relates to the further roll-out of its portable D3S ‘dirty bomb’ detectors. To date Kromek has shipped 10,000 such devices (see below) to the US Dept of Defense (DoD). And, following successful large-scale trials in New York, Washington and New Jersey, we believe there is a real possibly of supplying 100ks more over the coming periods. In fact, to give you a sense of magnitude, we understand the DoD is considering deploying the technology across a significant number of key cities, which we believe could each generate north of $10m in turnover. Plus, there shouldn’t be any lack of financial support or political will either, given incoming President, Donald Trump, made Homeland Security one of his top election promises.

We are pleased to report another period of strong operational progress, continuing the momentum from the previous year as we executed on the significant contracts won in all of our three markets of medical imaging, nuclear detection and security screening. We saw high growth in the number of products sold compared with the same period last year and, equally important, a number of R&D programmes have moved into full commercialisation phase. "Looking ahead, we have entered the second half with significant visibility over revenue in excess of 85% of full year market expectations. Overall, our products continue to gain commercial traction in all of our business segments with new customers as well as deepening our relationships with existing customers. This underpins the management team's belief in the sustained growth of the business and commercial traction resulting from the increasing adoption of CZT-based technology and other products. Consequently, the Board looks to the future with confidence."

Hi Guy,s Newbi in here so would welcome an alternative view from LTH to the very positive forward looking figures and statement belowinancial Highlights · Revenue up 19% to £3.8m (H1 2015/16: £3.2m) · Gross margin was 53% (H1 2015/16: 53%) · Loss before tax reduced by 41% to £1.8m (H1 2015/16: £3.0m) · EBITDA was £0.7m loss (H1 2015/16: £2.3m loss) · Cash and cash equivalents at 31 October 2016 were £3.8m* (30 April 2016: £3.9m; 31 October 2015: £7.5m*) *Including £1.5m working capital draw down under the RCF (£1.0m at 31 October 2015) Operational Highlights · Product sales accounted for 74% of total revenue (H1 2015/16: 57%) as some of the R&D programmes moved to full commercialisation phase · Medical Imaging § Commenced delivering on $12.6m five-year OEM contract to develop and supply detectors for Bone Mineral Densitometry ("BMD") diagnostics systems, which was won in H2 2015/16 § Entered into two-year agreement, worth $560k, to supply CZT-based gamma radiation detectors with an existing medical customer § Post period, awarded repeat contracts worth $1.2m by three current OEM customers, all worldwide producers and exporters of BMD diagnostics systems, that were double the size of their previous orders · Nuclear Detection § Completed delivery of initial 10,000 portable nuclear radiation detector D3S units ("D3S") to the Defense Advanced Research Projects Agency ("DARPA"), an agency of the U.S. Department of Defense ("US DoD") § Received $1.6m award from Defense Threat Reduction Agency ("DTRA"), another agency of the US DoD, to develop a ruggedised high performance isotope radiation detector capable of use in military and other harsh environments § Other significant contracts awarded include; one with the UK Ministry of Defence for the supply of nuclear radiation detection products and another to extend the development and delivery of nuclear radiation detection devices for a major civil nuclear partner § Good progress made under three-year, collaborative R&D programme with Canberra, an established provider and market leader in nuclear instrumentation · Security Screening § Contract won from an Asian airport group, a new customer, for delivery and installation of the Group's bottle scanners § Contract won for components for screening systems from an existing customer § OEM customer that achieved US Transportation Security Agency ("TSA") certification for their screening system last year is gearing up to move into full commercial deployment of its next generation baggage screening product · Research and Development § 9 new patents granted and 5 new patent applications filed during the period Dr Arnab Basu, CEO of Kromek, said: &

This is quite obviously well under the radar, But for how long with growth in sales to medical and security customers worldwide with top management team http://www.proactiveinvestors.com/companies/stocktube/6564/kromek-boss-pleased-with-sales-growth-and-contract-wins-6564.html

This looks a real beauty, Seriously looking @ jumping in here after reading the below report https://*********************/companies/uk/medical-equipment-services/kromek-group-plc/research/exponential-growth-now-in-sight/856ed2f7-827f-4645-95a2-d33203c5b236

Haydale Graphene Industries PLC using EPIC/TICKER code LON:HAYD had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ this morning by analysts at Cantor Fitzgerald. Haydale Graphene Industries PLC are listed in the Basic Materials sector within AIM. Cantor Fitzgerald have set their target price at 230 GBX on its stock. This now indicates the analyst believes there is a possible upside of 24.3% from the opening price of 185 GBX. Over the last 30 and 90 trading days the company share price has increased 1.4 points and increased 6 points respectively.

Even better news is the SP forecast from the below link - Haydale is forecast by broker Cantor Fitzgerald to make a maiden profit in the year to June 2018 and to really start making money in the following year. REALLY START , what a little gem of a remark !

Huntsman to PURCHASE Haydales graphene enhanced masterbatches The agreement provides Huntsman with the exclusive worldwide rights to market, distribute and sell a range of its resins enhanced with Haydale functionalised graphene. This will include ARALDITE® epoxy resins. The agreement will allow Huntsman to purchase Haydale's graphene enhanced masterbatches for use in the fields of composites and adhesives. Huntsman has also agreed to work exclusively with HCS to further develop graphene enhanced masterbatches with specific targeted performance characteristics

Dr. David Hatrick, Huntsman Advanced Materials, Vice President Innovation, commented: “Graphene enhancement of epoxy resins has been demonstrated in research programs for a number of years, but as yet has not made the jump into higher volume industrial applications in any major way. Our work with Haydale has shown that significant performance improvements can be achieved whilst maintaining processibility of the resins, overcoming a key challenge. We have signed a formal joint development agreement with Haydale and will continue to dedicate resources to complete the optimisation of resin performance for composites and adhesives applications. We look forward to achieving a key milestone in the commercialisation process within the next 6-12 months during which time we will begin sampling materials to our customers in these important industrial markets.”

Enlightening discussion & Good thread Guy,s OK, Id have thought most posters here are familiar with Haydale,s system of not producing raw graphene but functionalise the graphene to suit clients specification / requirements for numerous applications IF . We are to believe the rumours of - Gibbs suggests the contract-assuming one is awarded-would involve Haydale buying resin from Huntsman, adding its magic, and then selling the enhanced resin back to the chemicals group. That implies Haydale would need to find a chunk of cash to act as working capital to fund the purchase of the raw material." Does this not imply that Huntsman are not fully convinced of the commercial feasibility of the product and are not prepared to take any financial outlay ( a pittance to a conglomerate like them ), OR does it hint @ Haydale patenting the actual resin produced and retaining the option of mass marketing that specific resin, Hence Haydale become a customer of Huntsmans resin as oppose to huntsman becoming a customer of Haydales functionalized graphene ?? Undoubtedly ! this has many implications to future growth as in initially haydale having to invest funds in purchasing the raw material for mass production but would have the patent on the product to sell on to a larger customer base, BUT why would Huntsman endorse that type of deal as they loose the right to market and retain a unique product ?? Have I got the correct drift here ?