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Helex2 - Or look at the statement from a glass half full perspective. Today's 12% rise it nothing to get excited about. This time last year it was 24. What is something to get excited about is if the 24p comes again on drilling, and you get in at about 9-10p........need I say whooo?

Hi glengarth. Are you implying then that the good stuff, the premium priced large flake is not being covered by this update. Are you implying the good stuff will have been directed to TSG who will process it into the high value product and provide a separate update? If you are right, that's the update that will move/stabilise the share price.

Smack on genesis. What really matters is the difference between how much we sell a tonne for v the all in cost aisc) of producing, marketing and distributing the stuff. That gives bottom line production profit. Then, we need to consider capital expenditure, etc, which takes away that profit to leave what's left for the shareholders. What I was expecting was a much higher selling price, the cost of production is not stated, but it must be higher due to fuel, lower feed grade etc. Anyone know how much it is to hardtop the roads. I am in the UK and we cannot equate those costs to our mining areas. I suspect it could be a few million.

It's a production update, and weather delays are well unfortunate, but that's mining. That is just delays. My questions to management are around 1. Head feed is 3% v 4-4.5% expected. That means they will have to move 33% move dirt to get the promised output! And 2. Why is the average sale price so low. 866 dollars is well almost junk grade. I thought we had the good stuff, large flake, high purity and spherical processing etc. Large flake is currently around 1200 a tonne, and spherical around 3000 a tonne. Something not right.

You cannot compare the company now with the IPO price of 40p. At IPO the Poddar family owned 30 odd %. In exchange for the Graphite research business, they awarded themselves shares such they now own 51%. If they were to IPO retaining 51% I doubt if they will made it at 40p, maybe only 25p. Check the time lines, that is when the rot set in. And remember 51% of shareholder know exactly what is going on, why would they need to update the minority?. I am not implying anything sinister here. But we are now minority shareholders in a family business.

Thank you DL. As I said, DYOR, and you have.

I can believe we are at IPO levels, and am surprised we remain slightly above it. Alot of "what's changed....." Questions. Well do your own research. At IPO launch there was no majority shareholder. Since then the Poddar family has awarded themselves shares as payment for the Graphite Research business and now has over 50% of shares and control of the business. So what? Arguments can be made for the positives and negatives of such a situation. But that was the point when the decline started. Coincidence?

Yep, skewed alright. They may be a London listed company after an original IPO, however since then the Poddar family (Indian) have gained over 50% control of the shares as part payment/compensation for the purchase of the speciality graphene research business. Therefore one family has total say in what the busines does and how.

I know that bit. The bit that I cannot compute is what has Trade Flow to do with the link re Saudi signing agreement to help their SMEs export. Is there a link between trade flow and the mentioned Saudi financing companies.

Nope. Sorry. I am not getting it. What has Trade Flow got to do with the banks and the initiative mentioned in the link. Sorry, if I appear thick here, but I just don't see the link. Could you please bullet point it out for us all to learn.

What has the link got to do with SYME?

No one commenting on opti value today with it's investment in sbtx crashing. No wonder the specie in dividend was rushed through before the SBTX results came out.

If carlsberg did influencers they would be out of business. Her statement that ""don't have the evidence to.. put into regular practice, or prescribe it. " really made me want to rush out and buy a year's worth up front. I suppose she is being honest.

Sorry, you are misunderstanding the term NetZero. It means we will have a net carbon impact of zero. So we may still emit CO2, but it will be counter balanced by absorbtion elsewhere. It's not NetNegative, or zero carbon in atmosphere which is what you are implying.

Anyway. I was just responding to the "why hasn't anyone commented" question. It's because there is little to comment upon because it does not give information a shareholder can digest and make sensible conclusions from. We can all speculate what it means, but it's worth nothing. My gut feeling is ----- "whoohooo. Why isn't this share price moving up? This could be the break we have been waiting for!." But that's based on my inhead speculative thoughts, tempered by past knowledge of opti, and a bit of wishful thinking that Apollo signed this agreement as they say this as a first mover cash cow and will exploit that opportunity. So for me it's great news, others may be more cautious.

I did. I was dismayed by the the lack of ruthless drive to increase sales and deliver shareholder value. When CEO said they are working with good partners and not so good partners, with the not so good needing help and support with information etc to get them ....(engaged, promoting the product, advertising ... ) my heart sank. Why are we still having exclusive agreements with "no so good" partners. They have the privilege of having "first mover advantage" in their area. If they don't exploit that aggressively, Opti should have a break clause and offer to someone else.

Assumption is correct. So the fact that it's exclusive agreement with Indian largest pharmacy which prevents sales of opti products in 99.5% of pharmacy retail outlets is not exciting to me. But it's a start and what really matters is what does it mean for sales, and what is the plans/news for marketing. E.g. adverts placed on TV during commercial breaks in cricket games advertising opti products will bring in sales and could quadruple Optus annual sales. Just sticking them on the shelf for someone to browse and maybe consider alongside their Slimfast purchase is not going to add significantly to optics bottom line. Marketing, understanding the power of marketing, and doing deals based on agents marketing plans is a weakness in optis business strategy. We all believe their products are great, which is why we invested (maybe), but have your neighbours in your street or people on the bus heard of it?

Either everyone is still trying to understand the news, or like you said have lost interest. Should you be excited. Do simple research , What we know. -Exclusive agreement with Apollo with there 4000 pharmacy outlets -sounds good. But in reality, ask how many pharmacy outlets are there in India, then you can work out how many as a % of the pharmacy market will be locked out and not selling these Opti products due to the exclusive agreement with Apollo. Back to bed for me, champagne will stay on ice for another day

Definitely falling share price as a result of risk management. No matter how good the future of graphite is, and potential profits, the elephant in the room is the play by the family to take back ownership of the company. They now have over 50% of the shares, and as any seasoned investor will tell you, (From bitter experience in the likes of SKR, Cosalt or DYOR there are numerous case studies), there is now a real risk of this business being taken private. They listed at 50p, they got the funding to bulk up the business, they have now got into a profitable position and no longer need the market. Why would they want to give away 48% of that profit to shareholders. If they decide to go private, - shareholders won't like it, so the way this is resolved is to have a shareholder ote, and guess what, the majority of shareholders agree. I see this as very high risk investment on this one issue. Investing here is sound I believe on a technical basis, but high risk on a trust issue. Or put it another way, if they were to list today with a 52% share after listing held by the family, would they have got 50p. (Or better question is - would they have got enough interest to list at all?)

Take over rules exist to protect shareholders. Isn't anyone else concerned about one family having over a 50% ownership of the company. My experience with companies where one individual or partners wish to , or have held more that 50% of shares is that they do what's best for themselves (e.g. David Ross and Cosalt, who bought a large % of shares to have say on board, gave the company a loans, then turned demanded that the company was delisted, or he would demand loan return and the company would go into liquidation. The same thing happened with SKR, where loan provider converted loan to shares and took private.). When this family has greater that 50% what is to stop them taking all and going private!? Once profitable they don't need shareholders or to raise money on market, - actually they could take the view that shareholders are taking their family business income with no benefits! This is a reverse takeover, with the smaller private family run business taking over the main business!!!!