Member Info for itsyou

Trek,
I read this in the FT this morning; has references to Sulphur batteries

"MIT’s Prof Sadoway believes that technologies need to be based on more abundant materials than those used in lithium-ion and vanadium batteries such as aluminium, sulphur, calcium and antimony."

"Low-cost batteries using cheap raw materials such as iron, sulphur and zinc offer alternatives to lithium-ion battery technology. "

https://www.ft.com/content/7c07e492-41eb-4488-bc34-77b9d806ed5c

Telit are sitting on 45p/share of cash and it's growing.

IMO, the winner of Telit will need to offer a lot more than 45p in cash, if it's a part cash/share offer.

u-blox Holding AG - Statement regarding Telit Communications PLC (“Telit”) - Public Technologies
20-Nov-2020 06:39:39

Thalwil, Switzerland - 20 November 2020 - u-blox Holding AG ('u-blox'), a global leader in wireless and positioning technologies, notes the recent press speculation and confirms it submitted to the Board of Directors of Telit a non-binding all-share offer valuing Telit at GBP £2.50 per share (the 'Possible Offer'). The response of the Board of Telit is still outstanding and there can be no certainty that any transaction will ultimately be forthcoming nor as to the terms on which any such offer would ultimately be made.

Whilst discussions are at an early stage and remain subject to due diligence, the Board of u-blox believes that such a combination has a strong strategic rationale and could result in substantial synergies for both organisations.

https://www.betaville.co.uk/betaville-intelligence/rare-alert-u-blox-said-to/

covgaz,

"I think I read on this bb that a mask is 35euros. Well who is going to pay that? I know it last 10 times"

Without wanting to repeat myself, or come across as patronising(or rude), please do a bit of easy research before commenting.

€400k+ sold in 3 months to 24th September. Cost to produce is €5 per mask according to Cenkos note.

GC was talking about the Filters that go into the Mask, not the Masks themselves.

All details are available on the online shop https://graphene-plus.com/ ,but I'll expand for you.

The additional filters(if you want extra protection) are €23,00 for 30 filters.

"In case of intese activity or long hours use change the filter every working week. Each filter is certified up to 40 hours of actual use."

The Masks retail from €35-45, but come with 5 filters. The Masks can be washed 50 times without losing performance and they advise doing so each week, so that's a year.

However, I encountered the same opinion as you when I met some friends a month or so ago. They laughed at the cost, but when I explained the long term cost was cheaper, environmentally friendly and that I was actually protecting myself, not protecting others, they soon became very silent. That's what Directa needs to get across to people. I no longer care if others are not wearing a mask, as I'm protected!

Switching subject, today's Green plans announcement by the government. TheJune Kent Gipave trail is being overseen by the government.
"The two-year programme is being overseen by the Association of Directors of Environment, Economy, Planning and Transport (ADEPT) which represents directors from local authorities in the UK and funded by the Department for Transport"

Btw, according to Iterchemica, Gipave costs 10-15% more

Govt subsidies, as mentioned by GC in this video, wouldnt need to be that much to offset the extra expense. Look at all the other subsidies the Govt are offering for ground heating, insulation, etc....

https://www.youtube.com/watch?v=fpmOVMjLjtE&feature=emb_logo&ab_channel=DirectaPlus

I'm not one for confrontation.

I'm not particuarly keen on posting on BB's with an opinion, just try to post information out there.

Never believe a word written on a BB unless its backed by credible information. Do your own research. Relying on others to assist you in your knowledge is always frought with being danger.

If you're out of your comfort zone, or no longer believe just simply sell and move on. maybe time for you to look elsewhere with your hard earned, to relieve your stress levels. Good luck

"at least we have some discussion" - yes and better than the diatribe the last week

One thing we all agree on it PR is seriously lacking here. That's why the PI interest here is low. No PDF presentations, no UK investor events with Q&A. Just the Proactive interviews that can be difficult to interpret, due to language misinterpretation.
But in a way I like that. Too many AIM CEO's full of bull**** out there that are trying to over sell you a dream.

it's 61.5 at close, so you are wrong ;-)

Register and download the Cenkos note; it explains all the companies extra expenditure that will see it though with current cash to where its cash flow positive in 2022( this is a disrupter company, with blue sky sales once adopted). E.g

"The company is currently investing €0.3m in capacity upgrade which is expected to increase the
capacity of 2D materials to around 28 tonnes per annum. To be clear this plant will be able to
produce either 55tpa of 3D or 28tpa of 2D and any mix in between."

From no quote at 60(although you would get it for 100k on a NT) to bid becoming available and then that price gradually increasing. Backwardation here and in most stocks i've been in indicates that the buyer and seller are coming together, with a bias to the buyer. It's always bounced here when that happens, but I think a seller took the opportunity of the liquidity available to sell.

Also of note on the same morning Cantor(our ex nomad that has exited all small cap advisory services) came off the ask and went to a huge spread(20p i think), which they still have today, so I'm guessing they had a line of stock too clear and no longer want to make a market.

oh and I got 10k at 60.4, as I got them when it was cheaper to buy than sell(backwardation)

This year includes Secar revenues, so the 200% increase is as a result of including those numbers.

The half year numbers would've also only included 2 weeks of mask sales, so the EUR400k+ sales will mostly go into H2, together with those post 24th Sept.

wrt Gipave, Itherchemica are very busy promoting it in Italy. They've done 2 online conferences(Sardinia and Rome), plus one I watched on https://eco-forum.it/

Also coming up,
Trieste on the 24th Nov : https://iterchimica.it/eventi/seminario-fad-pavimentazioni-a-elevata-vita-utile/
Bologna on 2nd dec : https://iterchimica.it/eventi/convegno-fad-nuove-tecnologie-per-pavimentazioni-stradali-ecosostenibili-dalla-ricerca-fino-alla-produzione-e-realizzazione/

They were also on RAI 1 (akin to BBC1) on Saturday 7th Nov
https://www.facebook.com/iterchimica/videos/959517667789646/

Trek,
Was very well bid(off order book) for 100k last week.

All products seem to fit well within Nantworks, including Elastomers. Reported by the company and in the Cenkos note " It is however progressing a relationship with a leading player in the electric mobility US market to assess the opportunity to implement the use of tyres enhanced with G+ graphene to reduce rolling resistance."

Nantmobility?
https://www.stator.com/about-stator/

Must dash...

Didn't you read RNS the half yearly report less than 2 months ago?

You keep banging on about no mask sales, but they sold EUR 400,000 from the launch on June 14th - September 24th(date of half yearly report)

I was assuming you were joking, when saying no sales, as surely you must have read the company release. But obviously not.

For your info from the half yearly report, which you must have missed -

Total revenue increased by approximately 200% to EUR2.81 million* (1H2019: EUR0.95m)

EUR5m contract for the provision of environmental services to GSP Offshore, commencing in February 2020 with annual revenue of EUR0.7m over a period of seven years; and

US$3m contract for waste management services to Cummins Romania, covering a period of three years commencing on 1 October 2020

Textile revenue reduced to EUR0.54m (1H2019: EUR0.82m) with Covid-19 impacting customer demand

Significant and growing customer interest being shown in Co-mask(TM). Orders received to date with a value of over EUR400,000, including 25,000 units by a leading Italian luxury sportscar manufacturer

... For those without twitter "NantEnergy - Fluidic Energy @NantEnergy Head of R&D Fabio Albano talking at #SPIcon about benefits of hybrid battery storage systems | #NASEW19 #energy #energystorage"

I'd be very surprised if NexTech are not somehow connecting in some way to NantEnergy(PSS' co).

Nant have a hybrid system that uses their showcased Zinc Air battery, with a Lithium Ion battery. A new solution with the later being Lithium Sulphur would be far better : https://nantenergy.com/zinc-air-lithium/

So, since the battery news this week, I've been trying to do some digging and find a connection from PSS to NexTech, looking for a connection between the two names(Bill Burger & Fabio Albano) listed as NexTech contacts on the bottom of the RNS.
Nada up until just now, as was just looking at Bill Burger. Then I looked on the NantEnergy Twitter page and low an behold the second most recent tweet (Sept 2019) is of Fabio Albano presenting at a conference.
https://twitter.com/NantEnergy/status/1176926373039919104/photo/1

He was VP of technology at NantEnergy then, but moved this july to NexTech.

"Fabio Albano is now CTO at NexTech Batteries, a developer of lithium-sulfur batteries. He was most recently the VP of technology at NantEnergy."

https://pv-magazine-usa.com/2020/07/17/job-moves-lior-handelsman-leaves-solaredge-plus-form-energy-generate-omnidian-firstlight-mp2-jurchen/

PSS is obviously still active behind the scenes of Directa. He was one of the Authors and designers of the recent Antival tests. He's mentioned at the top " Patrick Soon-Shiong" and later as PS-S

"Author contributions: This study was designed by FDM, VP, GD, MSali PS-S and MP. Infection experiments and related assays were performed by FDM, IP and AS. Bacteria-based experiments were performed by VP and AA. Electron microscopy was performed by VP and AA. Cell viability experiments were performed by FD and GP. Data analysis and figure preparation was conducted by FDM, VP and GB. FDM, VP, GD, MSali, PS-S and MP wrote the paper. "

https://www.medrxiv.org/content/10.1101/2020.09.16.20194316v2.full.pdf

Looking forward to NexTech actually doing what's posted on their website, with or without NantEnergy in tow "The next phase for NexTech will be to bring its Patented Li-S Battery Technology to the Global market!"

covgaz,
You could be close. I've been in three companies in the past(FGN, MARL & recently HGM) where unexplained falls occur just before a bid. All those three bids were less than most shareholders expected, but were accepted by shareholders as the premium looked attractive when compared to the reduced SP. I wouldn't be surprised if a £1 bid came in and was accepted.

BTW, they are selling their masks in local pharmacies(Slight discount to their website prices), the latest being

https://www.farsalute.it/2020/10/29/mascherine-grafene-gcomask-proprieta-antivirali-e-antibatteriche/

On Directa social media they say "Soon in other pharmacies ??" (Europe/Africa emoji )

*shouldn't be far off

Sounds like the full commercial agreement of selling to NexTech should be far off. The Tons of Graphene GC mentions is a huge figure!

100% agree on the PR. What are Tavistock doing?

I did like GC mentioning the news pipeline coming next; it keeps investors happy and brings in new ones.

Watching the news today regarding efficacy of different face masks. A missed opportunity not sending Which Magazine one of their masks, who are on the news today.

Just can't understand why Directa are not selling their masks by the millions, as if everyone was wearing them(I wear mine all the time) the outbreak would be far less than now. If only people were aware that these Graphene masks also protect the wearer, not just protecting other people!! That's clearly also down to a lack of PR!

https://www.which.co.uk/news/2020/10/which-face-mask-tests-reveal-huge-differences-in-filtration/

Thought I'd posted this, but seems to have disappeared

GC interview : https://www.youtube.com/watch?v=HCYoi1uSI8g&feature=emb_logo&ab_channel=Proactive

Cenkos note : "We understand that Directa Plus’s pristine defect free nano platelets significantly outperformed other materials tested by NexTech, a testament to its unique production process where platelets are exfoliated from graphite without creating waste or using any chemistry"

NexTech Website : "Incumbent Li-ion technology is reaching physical limits of specific energy after years of development, and the future electrification of transportation will rely on significant increases in specific energy and safety with dramatic reductions in cost. NexTech’s Li-S technology has the potential to more than double the Wh/kg of incumbent Li-ion technology, while providing unparalleled safety and cost advantages. Our Li-S chemistry does not exhibit thermal runaway, unlike Li-ion, even under catastrophic abuse tests such as short-circuit, puncture, and bullet impacts. Our technology also does not rely on expensive strategic metals, such as cobalt, but rather uses inexpensive and abundant sulfur as the active material. Our continuously increasing patent portfolio covers all areas of cell technology, such as solid-state electrolytes for optimal cycle life and enhanced safety and cathode architecture for unparalleled specific energy (Wh/kg)."

https://nextechbatteries.com/technology/