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Also, the book build will undoubtedly complete by tomorrow morning and be fully subscribed due to the aforementioned choreographing that's taken place over the last few weeks (as evidenced by the SP). My guess is a couple of IIs showed interest early on then changed their mind.

This has clearly been (very badly) choreographed by the Broker & IIs to walk the share price down to this level, and I suspect it will rise faster than would be expected.

Absolutely shocking display of disrespect to PIs here though - I'm seething.

Sadly there's bound to be a fundraise. Our best hope (and the most likely way to burn the shorts) is that they secure good terms and the SP recovers quickly once the business is properly capitalised.

re: price predictions...Come the morning bell, this is going to be a bloodbath. The insitutions who bought in at £3.35 are going to feel they've seriously overpaid.

Regarding H2 revenue, I presume payment for OEM8 will be booked in H2 which will account for the majority of the £10m. OEM8 is worth £100m between now and 2027 so roughly £10m per half is reasonable.

Wow, an incredible trading update. As the second phase of their manufacturing comes online bringing capacity from £20m to £50m with no additional spend, we should see profits go up and costs to the customer go down which will make them even more appealing.

I'm very excited to see what further contract wins they announce in the next 6 months - I expect there'll be more business from OEM8, it would make total sense for ST to become the standard for their product line given the weight savings, environmental benefits and performance.

ST have dangled us a very juicy bone in today's RNS!

"Within the presentation, Kevin Johnson will advise that following communication from OEM 8 on an imminent start of production (SOP) delivery date and subsequent series delivery schedules, the Company has now commenced series production."

In other words, their £100m contract will be rolling off the production line imminently. They also restated their guidance regarding 2022 being a year of profitability. Exciting times!

It looks as though someone's bought £236k worth of Haydale today, am I reading that right? If so that's a huge buy - close to 1% of the company!

Barring news that we don't know about, I think that the Hi-Therm collaboration is almost certainly behind this recent price rise.

I will be interested to learn how what the payback period for Hi-Therm will be (i.e. what they choose to price the product). Given the savings are potentially considerable, they can probably put a reasonable margin on and still have it be both appealing and lucrative.

It appears your wish has been granted! Results released next week and an investor update taking place on Wednesday

The awards are good news indeed. There's two parts of the RNS that particularly caught my eye:

"Currently Anglian Water are identifying an additional trial site for CeramycGuard™ where the existing coating has degraded significantly."

"The cash prize will allow the collaborative team to work towards developing a urinary electrochemical microRNA sensor for rapid detection of problems with newly transplanted kidneys, potentially replacing slower and more costly PCR-based methods. The sensor will use Haydale's biomedical functionalised graphene ink to accelerate detection without the need for invasive biopsy."

The fact they're working with folk from various kidney research organisations is really encouraging, and they seem to be making a big play for the medtech space.

There seems to be a lot of momentum here. All these partnerships are massive endorsements from large companies that Haydale's tech is desirable and they want them along.

Not much chat on here about Light Science recently, but their LinkedIn page is very active and well worth following for investors.

One particular piece of good news I spotted was that they are recruiting two customer focused roles - Technical Project Manager and Electronics Engineer. Both the roles seem to be heavily customer project delivery centric, suggesting they've got plans to deliver more customer orders this year.

https://uk.indeed.com/jobs?q=Light+Science+Technologies+Ltd&vjk=1d3dccb1805dfc1b

It seems their new NOMAD is already showing good results...

"Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that following the successful incorporation of graphene nano-platelets (GNPs) in its cosmetic face mask sheets and PPE face masks, iCraft is using Haydale's functionalised GNPs in its graphene-coated fabric, THERMiT™."

This is the best bit:

"Addressing a need for increased performance in terms of thermal and antibacterial properties, Haydale's plasma functionalised GNPs have been used to coat the nylon fibres in the lining of a down jacket. The graphene coated fabric, THERMiT™, was supplied to South Korean sports apparel brand, Pro-Specs, for use in a new graphene-enhanced jacket. The initial production run of 8,000 items, which was available in store and online, sold out within weeks of being released."

Fantastic that the limited run of 8,000 sold out, shows there's strong demand in the APAC market for this kind of high end product with the anti bacterial properties that graphene brings. Exciting times!

Interesting tidbit from that presentation to the graphene council that they've got another HT1400 reactor being delivered to HQ in December.

This was announced in March and the reactor was described as expecting to increase their production volume 8-fold so it's great to see it coming online and boosting their production capacity like this, it will surely boost their output while reducing the eventual cost of graphene.

If anything I think this demonstrates great confidence. Just over a year ago £4m of SBTX stock was sold to IIs at 15p. Today, £2m of the company was sold to the same audience for 55p. This shows a remarkable improvement in sentiment towards SBTX over less than a year.

As another post said earlier, I'm sure the broker has been shopping this around for a while which will also have suppressed the SP over the last few weeks.

With Opti locked in for another year and II validation at 55p, I think we will start to see a tasty turnaround in the SP from now.

On the flip side the guy sold them for 15p, way below market value. Who knows what price the broker sold them onto their clients at, I'm sure it wasn't 15p though.

This is a total non-event and will be forgotten within a week. They weren't at 30p yesterday thanks to This Is Money, they're at that price because they're the future of Agritech.

Sorry I see where that figure of 15p came from now - the share trades. Gordon Hall must've been exceptionally desperate to sell for that price.

Where does the figure of 15p come from?

I guess Mr Hall is taking profit here, very misguidedly in my view. The fact TPI felt they were comfortable breaking the lock in period and managed to place 8.5m shares quickly suggests that demand remains strong and it's unlikely to overly impact the share price.

Frankly these are such early days for LST I'm amazed anyone is selling.

It looks to me like there's some upwards movement on the price here finally. I wonder if it's related to the Notice of Results coming up on w/c 15th November - they've been unusually quiet recently and I have a feeling they'll have some exciting announcements to share.