Member Info for don_vercetti

Ever since IIG invested in LST I've been following them and I'm delighted they've finally floated and I can actually buy some!

I see them as selling the shovels for the controlled environment agriculture gold rush - they are in a fantastic position to capitalise on the burgeoning trend for indoor/vertical farming. The fact that they also own a profitable Contract Electronics Manufacturing business just makes this outfit even better. And they are getting into cultivating "medicinal plants" (read - Cannabis) just tops it off like you wouldn't believe. Very exciting and glad to be invested.

Something tells me the market will absorb this pretty easily, recent SP action suggests there's good news bubbling away behind the scenes and this will help them close in on it.

They couldn't have given much less away in the second RNS could they...I'd love to know what the garment was, what the discipline was and who used it (and what model they won).

I'm sure with some lateral research we can work it out - has anyone else managed it?

https://www.investegate.co.uk/catenae-innov.-plc--ctea-/rns/collaboration-agreement-with-promake-limited/202108020700091352H/

"Catenae Innovation PLC (AIM: CTEA), the AIM quoted provider of digital media and technology, announces that it has signed a collaboration agreement with ProMake Limited ("ProMake"), a global specialist in material science and medical innovations. Under the terms of the agreement, Catenae will be the exclusive provider of data management services to ProMake to fulfil its position on the Public Health England ("PHE") National Microbiology Framework."

A bit more visibility on the consortium forming around Haydale and ProMake. I've never heard of Catenae before and I can't make my mind up about them, however their LSE chat is quite something.

Except that they don't share an address, according to Companies House Promake is Covent Garden and Hyperneph is Essex.

A bad day to release good news - some of the metrics in that RNS are mind blowing, revenue up 132% to £44m and profit transforming from -£2m to £2.5m are exceptional - clearly they're doing something very right.

Good find Lsoc85. I am amazed that they don't make more of this kind of thing - maybe it's not RNS worthy but they ought to at least post about it on LinkedIn/Twitter as it really helps to push the image of a successful business - success begets success and all that.

It's good that they're developing it for aesthetic purposes as well - I'm sure a grout that can stay looking good in bathrooms will be a hit.

There's something brewing under the surface - my gut feeling is that either there's massive news or a takeover imminent...I hope it's the former. It's almost quintupled in just over a year which is remarkable performance.

The Bolflex news is exciting and interesting, and if SBR can be used to enhance Athletic performance then I'm sure it will gain traction but I can't believe it's the sole driver behind all this activity.

I'm anticipating there's a big deal brewing with regard to either the Ceramycguard or the HDPE - those seem to be the two areas of activity in RNS of late.

Anyway, exciting times and GLA.

Good to see Octopus increasing their holding from 4.25% to 5.59% - with the success of Octopus Energy and Seccl amongst others it leaves me feeling a lot more secure that Octopus are involved as well.

Not bad for a humble penny stock

Something strange happened that caused it to close at 5.8p yesterday, which is fairly down from it's usual present trading range. Which is causing it to look like there's been a massive gain today...it's actually within the usual margins.

One other thing that's interesting to note is that sometime in April they updated their material on Ceramycguard on their website:
https://haydale.com/resources/
This includes things like Product Info, Instructions for use and Safety Data Sheets which may be indicative of wider commercial activity happening behind the scenes.

Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that, further to its announcement on 20th July 2020, it has now signed an amendment to the original distributor agreement (the "Amendment") with US-based Zirconia Inc. The Amendment extends the term from 31 December 2023 to 31 December 2030 and now allows Haydale full distribution rights of CeramycGuard™, ceramic geopolymers, across all sectors in the UK.

With authorisation from Zirconia, Haydale may now also distribute to additional territories outside of the US, for all markets and sectors.

In addition, the product has met all of the requirements of the Water Regulations Advisory Scheme (WRAS), conforming to the test requirements BS 6920. This assesses the suitability of Non-Metallic products for use in contact with water intended for human consumption with regard to their effect on the quality of the water.

Benjamin Cook, CEO at Zirconia, said: "We look forward to working with Haydale to expand opportunities in the UK and elsewhere in the world. We are seeing increased activity around water infrastructure both in terms of renovation and new construction globally. We are also happy to see clean-tech like ours get the attention from the public and governments alike, which will drive greener jobs and more sustainable infrastructure."

Keith Broadbent, Haydale CEO, said: "This product appears to have been well received and is in trial with water companies, including the recently announced Biwater trial. We are targeting applications across a number of industries for rejuvenation and repair of concrete assets and believe it will be a great benefit to customers with degrading concrete assets, potentially across the wider territories we now have access to. The latest WRAS compliance opens new avenues for commercialisation."

Between this and the recent announcements about building additional reactors to increase capacity, I'm hoping that Haydale are working on some big deals surrounding Ceramycguard. If it can help plug our leaky water system then I'm all for it.

Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that it has been awarded funding of £138,549 to develop hydrogen fuel cell tanks by the Advanced Propulsion Centre (APC).

Another nice piece of good news for Haydale here - Hydrogen has a promising future as a fuel for things heavy transport and due to the storage requirements of Hydrogen, in particular the need to store it under pressure, if Haydale can prove the usefulness of Graphene in Hydrogen fuel cell tanks then this could be another valuable feather to their bow.

Yeah, it seems like it's a positive development. You'd think they wouldn't be looking to increase reactor capacity unless they knew demand for it was imminent. Also, 8-fold is an enormous expansion to a capacity that is probably not fully utilised at present. We could be moving into some exciting times for Haydale

I thought it was good overall, these were the bits I picked out as being particularly positive:

- Group Revenues of £1.28 million for the Period, 5% down on H1 FY2020;
To only drop 5% versus pre-covid is excellent
- Adjusted operating loss for the Period reduced by 34% (H1 FY2021 £1.39 million vs H1 FY2020 £2.1 million);
Speaks volumes that they're managing to reduce the cost base
- Completed a successful trial of CeramycShield™, a ceramic surface treatment that utilises SIC to enhance and protect concrete assets, at a Central American water treatment facility;
The area of enhancing concrete to reduce water waste is going to be a big one for them, and it's great to see them doing this outside of the UK, in a location where North and South American water companies will take notice

Considering their focus on aviation pre-pandemic and how hard it's been hit, the fact they've been able to pivot and focus on other areas reflects well, and with so much of the aviation fleet being mothballed, once demand does come back up I think the latent momentum there will be greater than it would have been pre-pandemic.

Overall, it's obviously been a tough time for Haydale but they seem to be pulling through well and setting up a good foundation for the future.

The last two Fridays in a row we've seen a Haydale bounce in the afternoon...last Friday was from 7.5p up 8p and the Friday before it rocketed from 6.1p to 7.1p...will it do the same today?

Lots of exciting news in the Haydale world at the moment, I'm excited/scared for results day next Wednesday - very much hoping that they'll be announcing some good news re:agreements with Yorkshire Water and mask sales and we'll really start to see a strong pipeline of sales developing for them.

Interims results are on the 24th February and that's when we'll have some idea what pattern the next 6 months will take. As your Technical Analysis shows we've got high and sustained volume at the moment which suggests that there's more interest brewing around Haydale.

I'm expecting some good news on the 24th, especially around the activity in the utilities sector.

People must be really enjoying their masks

Mine arrived yesterday, my girlfriend and I tried ours on last night and they're comfortable (especially around the ears) and look very smart. I went out wearing mine today and it felt good, much more breathable than the cheapie supermarket one I've been wearing for the last 9 months, I wish I'd been able to buy one of these back at the start. Sadly I can't comment on how much more Covid proof they are...

FWIW if I had to wear a mask for work I would much rather wear one of these than those nasty blue & white disposable ones, they feel better, look better and are comparatively way better for the environment.