Member Info for Dazpink

Positive message from Vox Markets Podcast
https://www.**********.co.uk/articles/vadim-alexandre-dan-lane-a86c22b/

All the sells can’t be from investors who are following this company, the share price will fly soon in my opinion look at the recent RNS and pipeline best of luck to all

Good day today increased my holding today at a good price before next weeks positive results. Only 22% of the shares in public ownership the remaining 78% is held by major investors and the board. Should be interesting how this affects the share price when the better than expected results come out next week.

Why is there no increase to 60p-62p level, surely more people will sell then rather then wait months for an increase of pennies, worth putting the money into something that will bring in quicker results if the level would change slightly

See news Market Watch
https://www.marketwatch.com/story/bacanora-lithium-extends-deadline-for-ganfeng-to-make-an-offer-to-buy-the-company-271625124227

Why would Bacanora delay it further if the board had agreed to the offer, have their had a change due to other offers coming in for the company?

Hi Pokerchips , Yes, agree the IP is the golden nugget, without this no buyer would be interested.
Other important factors are scalability of all products and memberships to Graphene Council, Nanotechnology Industries Association (NIA) & ECHA, the European Chemical Agency.
This demonstrates that various bodies accept the technology and AGM into the important gRphene arena.
The contracts that are being build up and partnerships could also benefit any deal massively as this shows that the products are wanted
One thing to note with AGM is that the company only leasing space at the Wilton Centre, it is a privately owned business and science park with office laboratory and pilot plant accommodation. It owns no office premises or even a manufacturing plant this is to keep all costs down to allow an easy sale of the company.
Also the company has no debt and cash in the bank.
Only need to TUPE over the experienced employees that will help future business and release all deadwood management ie non execute chairman and directors.
I have continued to buy these shares for over 2 years on the basis that the company will be sold and that is always a big uplift on the share price of the day. A telecom company I work for did exactly the same, have the right business model, no debt or big costs with premises and quick sale.

The increased share price over the past couple of days has been encouraging but nothing to do with any news, I see bigger things at play here.
My guess is that sooner rather than later we will see AGM sold to a large American company.
One such company that comes to my mind is PPG, revenue over $15 billion a year is the largest in the world and has made various acquisitions over the past few years, taking over small specialized companies who have done all the leg work in brining products to market.
This would be small change to them, Adrian and his team would receive generous payoffs all a winner.
CEO Adrian worked within Cytec Industrial Materials as Global Business Development Director and President of its process materials business in California and as President of Umeco Structural Materials Inc in Oklahoma and lives in the USA.
In my opinion he is focusing on America for a sale, he is committed to raising the profile of AGM and focus on selling the company.
Adrian and his team brought in Edison Investment Research to allow them to reach out to potential suitors.
He is due to present at the American Coatings Association later this month on the 29th
Adrian will deliver AGM’s latest technical presentation focusing on the formulation of graphene dispersions for water-based coatings and their anti-corrosion benefits.
All this is for one purpose to encourage potential buyers to see how far AGM have come in the 10 years since starting.
In early 2020, AGM began Streamlining manufacturing operations to focus on dispersion capabilities. Adrian has made sure this has happened and that all the pieces in the jigsaw are in place with distribution centres in place and sales team to deal with order as well as quality products backed up with hard facts/spec sheets.
The Graphene Council predicts that the most successful graphene manufacturers will pursue at least some level of vertical integration, offering not only graphene powder, but value-added intermediary products and, in some cases, fully integrated solutions. Those companies that invest in market development/sales efforts, particularly close customer engagement, co-development and education efforts, will convert interest into demand.
This is exactly what AGM have been doing over the past 12-24 months, they are not bothered about the current share price it is irrelevant, the bigger picture is all that is the target.
The business is fully funded with only a limited amount of shares on the market, a large percentage with Major investors such as Hargreaves Lansdown Stockbrokers, IP Group & Herald Investment Management as well as others.
All will cash in if a decent offer comes in this year.

Last week I e-mailed David Blain (CFO) to enquire about the current situation and the declining share price since the funding, his reply was:-
Clearly we are aware of the situation regarding the share price and will issue newsflow as and when it becomes available.
No news just hoping AGM produce something exceptional soon, it is a joke how companies can raise the funding quickly without producing detailed information to investors on a regular basis.

Another week of lack of positive news and declining share price, how low will this go.
Just looked on AGM website, AGM’S CEO PRESENTS AT 2021 COATINGS-TECH CONFERENCE, is this really exciting news, I don’t think it is.

Everything comes with some sort of negativity, multinationals should have to invest in the affected communities to ensure fresh water is available whilst ensuring that the climate crisis is effectively managed. Lithium production will be the norm to ensure EV vehicles can be sold.

Where are you getting this rubbish from. A source ?

Rather see less share price now and wait for production in 2023 when the price will have increased substantially

Hi Dee
I hold 48,185 just sent e-mail to reject offer

The management team seem to only focus on products launches that make very little difference to the shareprice or value of the company. At the moment AGM are happy to just have marketing and exposure of small partnership deals, this allows them to manage very small quantities of graphene to keep going.
Is AGM capable of securing large commercial partnerships that would demand more graphene. At the moment are very few workers at AGM small company with limited potential.
Always promising but as of yet not delivered.

E-mail sent hold 35,013

Another step forward for Ganfeng in South America

https://www.metalbulletin.com/Article/3989669/Lithium/Chinas-Ganfeng-signs-deal-with-Argentinas-government-to-develop-lithium-ion-battery-factory.html

This mornings announcement is poor, a partnership with a leading innovator in the cycling market, Tru-Tension is this what we have been waiting for since the last results? NO
AGM have again failed to sign big commercial deal with main industries that would mean the distribution of large volume of graphene.
What is the point of the global distribution network if there have this vision.
The share price has decreased every work since the funding that handed them £6 million, the market see little value in the company based on past partnerships as all bring in little revenue.

The CEO and other senior management should be ashamed of themselves taking a large salary and not performing, this is good enough all of them should go, AGM need leaders with the knowledge and desire to get the large volume deals signed.
Hope a large chemical company comes and buys AGM very soon.

AGY have a base in Munich as well as registered products.
The Article in the telegraph should raise more interest in this company, exciting times the the trial will be a success, IMHO

Why have the recent funding when it was 64p, Ganfeng must have been advised to wait until the price falls back down to 40p levels which is what usually happens after offering a discount to investors by Primary Bid. If Ganfeng had wanted to buy before the funding it would have been a 50% increase on the 64p not 44p which would have been 96p. The funding cash raised wasn’t something Ganfeng required to progress with the build.

The EV revolution has only just started , GM motors VW, Toyota and all other car manufacturers around the globe are now having to buy into EV vehicles, all are investing billions not millions into the technology change. Bacanora have timed this spot on, with funding and a strategic location in Mexico. All what has happened in the past is irrelevant, it is the future what is important. Ganfeng know how important this is to supply all who will rely on the suppliers of Lithium. The offer price should reflect the value of the business now and also take into account the position it will be in over the next 2 years.