The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
True Weave.
I look at this as way more than another collaberation.
They have already been researching the issue using graphene. And now they appear to be moving to a stage of trialling that research. VRS have been chosen as the supplier, lets face it, this little company is the only verified producer, and the only one capable of producing to scale (REACH approval).
Once the final method is sorted...who is going to get the Airbus contract??
I think the city has missed a trick today.
There is enough cash in the business ABLE. The company is run very frugally.
Only something massively positive for the company would require such action in my opinion, it wouldn't be anything to keep the lights on. I think it would be the signal for a step change, if it were to happen.
I've just read the CEO's report again. Hydrogen seems to be cropping up more and more.
I was particularly interested in page 13 of the report, as this is (I think) the first time I've seen Marine and Trains mentioned.
But when you read some of the other stuff going on elsewhere, such as Linde researching marine power (links to ITM) and TPG launching stuff (can use salt water). It seems to me that things are accelerating.
Whatever, its been a great week, long may it continue.
I'm with LuckyO on this
1 of 5.
I'm hoping and expecting that the 2nd comes soon.
In the meantime I'm quite relaxed, as the more I think about the MAS deal, the better I think it is. I think its all about the companies that MAS supply. And it appears that there is no exclusivity involved from the RNS, which I believe to mean that little old VRS isn't restricted in terms of growth potential elsewhere.
My post last night about textiles hopefully being close to fruition was a stroke of luck.
The more I've thought about this today, the more I believe that a textile launch by a big name must surely be close.
A company the size of MAS, surely wouldn't sign a partnership without knowing that the business "was in the bag"
I agree Max. The arch must be nearing the end of its testing, if not already over.
We just have to wait for Aecom to progress orders, as it is in their hands.
Similarly the textile side must be coming close to fruition. As I see it, the inks side is very easily scaled up. As I'm a technical numpty, I did'nt go to Cambridge last year, but my mate did (an engineer), and he was gobsmacked.
Going back to my post last Thursday regarding the earlier post from Oneandonly, regarding ITM (I dont hold Itm) and Linde.
Its interesting to note that TPG ( I do hold) have just announced that they can produce hydrogen, including from salt water.
Maybe everybody should get round a table and solve the pollution issues for shipping. Please bear in mind that I'm technically inept, having only achieved C grades at O level in chemistry and physics. A long time ago!!
Can someone help me here. ITM seem to have jumped in price/value since Linde have got involved, and will hopefully shoot a lot of old farts.
Oneandonly has put a great link on here regarding shipping, hydrogen, fuel cells and Linde. (and by association, possibly ITM)
Have Ceres just leap frogged over everyone, or is this new development in hydrogen cells something that others have already?
I have a feeling that its a leaping frog! But id appreciate more knowledgable opinions.
I think that HauteC is referring to what I believe to be Polygrene.
Which I assume contains 12kg of Nanene. So depending on the % of Nanene in the overall polymer, there will have been quite a quantity of material shipped.
Interesting times ahead methinks.
Maybe the USA will be waking up to the fact that there is only one internationally verified producer of few layer graphene.
And that is where the quality lies.....in the layers.
It looks like the Chinese are well aware.