Member Info for itsyou

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/

"After the launch of this special mask, Directa Plus is also working on a collection of graphene clothing and accessories, taking advantage of the antiviral properties of the material."

https://www.laprovinciadicomo.it/stories/Economia/grafene-di-como-test-ok-unefficace-barriera-per-bloccare-il-covid_1372590_11/

Spot on Trek and to have our largest shareholder as one of the authors of this paper...well...

But more importantly, note one of the authors, "Patrick Soon-Shiong,"

"Flavio De Maio1,2, Valentina Palmieri#3, 4, 5, Gabriele Babini6 , Alberto Augello3, Ivana Palucci1,2, Giordano Perini3 , Alessandro Salustri2 , Marco De Spirito3,4, Maurizio Sanguinetti1,2, Giovanni Delogu2,7, Laura Giorgia Rizzi8, Giulio Cesareo*8, Patrick Soon-Shiong9 , Michela Sali†1,2 and Massimiliano Papi*†3,4"

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

" The findings presented here support the further development of integration of graphene,
specifically hydrophobic G, into face mask materials. Face mask use, now encouraged throughout
the world where COVID-19 is present, has the potential to reduce viral transmissibility, preserve
healthcare capacity, and prevent a second wave of infections (37). "

Comments below from GC too; Expect an RNS tomorrow?.

"01/10/2020 - 18:04

University of Rome: graphene fabrics block Covid-19
Coronavirus emergency.

Graphene fabrics have antiviral properties, and specifically they are able to block SARS-Cov-2, the virus responsible for the Covid-19 pandemic. This is confirmed by a research conducted by a team of the Department of Neuroscience of the Catholic University of Rome, in collaboration with the Gemelli Polyclinic.

graphene, Covid-19
Among the characteristics of graphene , its possible anti-viral power has attracted particular interest in the last period: a research conducted by a team of the Department of Neuroscience of the Catholic University of Rome led by Prof. Massimiliano Papi, in collaboration with the Policlinico Gemelli of Rome , has just confirmed that graphene G +, produced by the Italian company Directa Plus , not only has antiviral properties, but also manages to stop the feared SARS-CoV-2 , the coronavirus responsible for the current pandemic.

Tests conducted by Prof. Papi's team, the details of which have just been published in a paper available on MedRxiv, show that graphene G + is able to improve the filtering properties of tissues and almost completely inhibit the incidence of SARS-CoV-2. , thus helping to reduce the spread of COVID-19 in an extremely effective way. “The results of the tests carried out confirm the ability of graphene to block SARS-CoV-2 . The virus is actually trapped in the graphene-functionalized tissue and inactivated, thus preventing contagion ” , explains Prof. Papi.

"This is excellent news for the protection of people's health, which confirms the insights of our working group - comments Giulio Cesareo , founder and CEO of Directa Plus - and gives even more value to the project we started in the months of lockdown and completed last June with the creation of a range of graphene protective masks . Today we have confirmation that our G + Co-Masks, made with graphene-functionalized fabrics and filters, are able not only to guarantee passive protection, minimizing the dispersion of droplets , but also active protection, blocking SARS-CoV-2when the virus comes into contact with the mask. I believe that this discovery could open up further significant possibilities of use for graphene fabrics and filters ” .

It's also about making people aware(companies/individual investors), most aren't, hence the very quiet board here. Last weeks CG interview had him commenting about advertising in the UK will be obvious to see.

from N+1 Singer last week

"Underlying progress was constrained by COVID, but the Group rose to the challenge, exemplified by the launch of the G+ enhanced Co-Mask (orders of 400k Euros received to date). Good commercial progress has also been made with Gipave during the period, with three installations now in place. In our view, Directs is well positioned to deliver strong growth over the medium term as awareness of the performance and value of its technology continues to build"

covgaz,

Q8 had over 4,400 service stations. Once they are happy that it works, as has been the case everywhere so far, then the sales will come in from them. Like Kent CC, who said they'de potentially rollout countywide. Same as Oxfordshire, Italy, etc, one would assume. The hockey stick curve as Trek mentioned ;-)

Register, download and read the Cenkos report from https://www.cenkos.com/research-portal#/portal/cenkos-securities

They have visibility on actual sales of Gipave(although have discounted this until announced) and have a forward cashflow shown for 20,21 and 22. Plus obviously other sales(masks,etc)

"The most significant revenue line in this business is the potential for Gipave asphalt with
Iterchimica. Gipave has been proven to significantly increase durability over multiple real-world
trials leading to the first commercial order for the surface of the new San Giorgio bridge. With
double-digit kilos of graphene likely needed per kilometre of road, this business has the
potential for very significant volumes. We believe there is some visibility into projects through
Iterchimica which would see around a tenfold increase in use in FY21 and a further doubling in
FY22. Our expectations significantly discount that leaving most of Gipave opportunities, as well
as other composite applications, as upside in our forecasts"

The works involved the flooring of the new service station for a total area of ??2,000 m2 and involved the use of graphene-based supermodifier for the binder (7 cm) and wear (3 cm) layers. The production and laying of the bituminous conglomerates were carried out by the Roman company As Appalti Stradali, the contractor. For this single service area it was possible to recover 1 t of recycled plastics otherwise destined for waste-to-energy. Thanks to the lack of incineration, a saving of about 82 kg of CO2eq was therefore estimated. Furthermore, the increase in the useful life of the pavement with Gipave, compared to one with bitumen as it is, will allow a further reduction of CO2eq emissions by up to 70%.

https://www.affaritaliani.it/notiziario/a_roma_la_prima_stazione_di_servizio_con_asfalto_al_grafene-165684.html

September 29, 2020
Thanks to a high-tech additive based on made in Italy technology, the flooring will be more durable, safe and eco-sustainable
(Rinnovabili.it) - Graphene asphalt continues to make its way to Rome. After the tests at Fiumicino airport , the innovative blend paved the 2,000 square meters of the Q8 service station, inaugurated today on Via Ardeatina. A world first that is identified with a very specific name: Gipave .

Gipave is the supermodifier based on graphene and "hard" plastics (those that are not normally included in the recycling chain) developed by Iterchimica . From 2018 to date this patented technology has been used in ten test fields both in Italy and abroad. And it is the same that the company donated for the 1,067-meter-long road surface of the new Genoa San Giorgio bridge.

What is special about the new graphene asphalt? All the tests carried out so far by universities and certified laboratories have confirmed excellent results in terms of the performance of the blend. The data on the road validate the increase in resistance to load cycles and the ability to withstand thermal excursions, demonstrating that the technology used allows to improve the parameters relating to the rutting (defect connected to areas stressed by frequent passages of high loads). The greater resistance therefore allows to obtain floors that last longer than those traditionally built.

At the heart of innovation is the circular economy . Gipave contains, in fact, G + Graphene Plus , a specific type of specially selected recycled plastic and a functional base studied by Iterchimica. This recipe allows the asphalt to be 100% recycled in subsequent production cycles , saving raw materials and reducing CO 2 emissions .

"Gipave - reads the press release - is the result of a three-year research conducted by Iterchimica in collaboration with the University of Milan-Bicocca, G.Eco (A2A group) and Directa Plus. The graphene used comes from by the Directa Plus company listed on AIM in London, while the G.Eco company supplied the hard plastic component. The University of Milan Bicocca instead took care of the entire environmental analysis (LCA - Life Cycle Assessment) ".

To pave the Q8 service area, 1 ton of plastics was recovered otherwise destined for waste-to-energy. " Having shared with Q8 this test that uses our Gipave technology to create the first graphene service station fills us with pride - commented Federica Giannattasio, CEO of Iterchimica - To evaluate the effectiveness of pavements made with asphalt containing the graphene additive we have already carried out ten test fields in Italy and in the United Kingdom, obtaining excellent results. It is a technology entirely made in Italy that allows to create high-tech, green and highly resistant flooring with economic savings and a reduction of CO 2 in the atmosphere ".

https://www.rinnovabili.it/innovazione/asfalto-al

https://www.youtube.com/watch?time_continue=369&v=le-9TVLarDY&feature=emb_logo&ab_channel=Proactive

Cenkos "We believe sales are already averaging over €50k/month"
Cenkos Page 39 - CO-Mask revenue €0.33m

RNS "Orders received to date with a value of over EUR400,000"

Already exceeds Cenkos numbers of EUR 330,000 for the whole of 2020

See 65 page note(I'm at Page 9 atm) at
https://www.cenkos.com/research-portal#/portal/cenkos-securities

Apologies, having a mare... "It's definitely real Graphene Nanoplatelets <3nm and < 6-8 layers as certified in today's announcement publication"

Not sure why the ? got posted - "It's definitely real Graphene Nanoplatelets <3nm and < 6-8 laters"

crues123,
It's definitely real Graphene Nanoplatelets <3nm and ?
Another well discussed UK graphene company, which is also certified by the same ISO standard, has lower numbers 90% <=10 layers, 60% <=5 layers, 10% >10 layers

"The patented process that is used to manufacture Nanene produces high quality graphene nano-platelets with a majority of sub 10 layers and a significant number of sub 5 layers material. "

A big enough market for everyone.

Prices now €45(+22%) and €40(33%)depending on model, up from €35 and €30

Must be in demand!

The kids model prices are still the same for sept "The launch price for kids will be available all September"

Can't find the link to the test though. "For more information on certifications and test link in bio "

Trek,
"I think you will be surprised when the masks contracts get announced imminently"

Must be coinciding with them putting their B2C prices up?!

"The special offer on our e-commerce will expire September 7th"

"there are simply no numbers" Not true, all from RNS...

3rd Feb - "The value of the contract to Setcar is estimated to be approximately EUR700,000 per annum over a period of seven years for a total value of EUR5 million. "

13 Mar - "The order book to date is in line with management expectations for 2020 with confirmed orders of EUR5.85m"

13 Jul - "The value of the contract to Setcar is estimated to be approximately US$3 million over a period of three years, commencing 1 October 2020. DCTA"

21 May - "With this in mind, our COVID-19 scenario planning base case revenues, albeit a reduction against initial expectations, nonetheless show a notable near trebling of revenue for the year."

N+1 Singer's previous revenue estimate was 10.2m for 2020(2.63m 2019). Near trebling(without any covid related sales) would be ~7.5m. again, "base case".

US trials planned for later this year

https://www.youtube.com/watch?v=fflBSIEdSOg