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1Calypso:
The evidence of copper acting as virucidal and bactericidal is not new. Plenty of papers on it and how it destroys the virus. For ex:
https://mbio.asm.org/content/6/6/e01697-15.full

The added value here is how “nano” particles of copper destroy this virus. It’s all to do with the SIZE of the nano particles and the size of the virus. It’s my understanding that the company P2F looked at various metals and compounds and chose copper as the most promising one. (There are other antiviral face coverings, marketed erroneously as “face masks”, containing zinc, silver, copper etc).

One of the reasons nano tech hasn’t taken off as it should have, is to do with the “size” of the nano particles produced. Producing uniform sized particles consistently and at scale AND at a reasonable cost. That’s the challenge that P2F has overcome. Uniform copper particle size means it acts on the virus particle surface more consistently and the virucidal action is more PREDICTABLE.

To put it another way, plenty of masks made in LABS using copper, work on Covid. The concept of using a virucidal metal on a mask is not new, its been there. Can they be produced in the huge numbers needed? And can they compete in terms of cost? If you can’t scale it, you can’t make any money on it. And the kill time of 7 hours pretty much covers a full shift of a nurse or health care assistant in nursing/care home. Do staff bother changing their masks every 2 hours as they should? Do they handle/dispose of used masks with care? These masks mitigate those risks.

P2F has a PATENTED method of making the nano particles (spinning disc reactor). This SDR method is highly scalable yet can produce very small amounts too (for research purposes necessary). Now it has applied for a patent on the fabric that incorporates the nano copper into it. So just copying the fabric will NOT yield the same virucidal results unless the manufacturing method is stringent and includes `”nano size” copper. And producing nano particles at scale and at cheap cost is not that straight forward. These barriers to new entrants need to be understood.

All above imho only. Please DYOR

Today has amply demonstrated the binary sentiment driven thinking, towards any share that’s even remotely “COVID” related. (Pun unintended). Fear was exploited to its fullest. I felt for the newest investors who might have struggled with their conviction to hold through that stormy drop to 0.9p.

This is NOT a pure COVID related share, nor are the company’s prospects only hinging on COVID. The mask is not merely against COVID, it is shown to be active against seasonal flu (influenza) as well as other Bacteria (this being especially pertinent) to hospital settings. Of course the mask machine signals near term revenue and I don’t see why that will change. COVID is still very much in the population, and hope of a vaccine alas is not sufficient to keep it bay. Anyways, those interested in holding longer term, may have taken today as an opportunity to top up or buy in.

Please read on crop nutrition, pest control and the work being done by P2F in this area. Secondly please read on GyroMetric which is the blockbuster before P2F caught our attention. It may take longer, but the prize is as big, if not bigger. All imho. Please DYOR.

Devil2789: hope you appreciate the difference between a mask and a face covering? Plenty ramping and deramping has always been there. Let’s ignore the noise in both directions.

Plenty of buyers globally of masks who prefer European make to Chinese make (note the mask making machine is EU produced too). If price is the only factor, then why would the UK govt publish a PPE strategy, where the stated aim is reliance on UK based manufacturing and focus on home grown innovation.

I would like to ask folks another key question. Why are people in the UK being encouraged to wear face coverings (fabric based masks the likes of which all the trolls are posting links to) instead of surgical type masks? People are paying 10/20/30 quid for a washable mask, but are they actually using as intended? Do they get washed as recommended? Are they as good as surgical masks?

Whilst countries like Japan, Taiwan etc have seen their populations using the surgical type three layered masks for years? My reasoning is that the UK doesn’t want the surgical masks being diverted from the places where it is felt needed most, ie health and social care. And it didn’t want cost rising due to disproportionate demand.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7270822/

Note countries like Taiwan increased their surgical mask production lines in Jan itself, and imposed restrictions on mask buying, to avoid hoarding and ensure supply.

I see a situation where the UK eventually trickles info through, to people that the surgical masks are preferred to face coverings, and this will be only after supply has been established for Health-social care demand. In other words, the current demand for surgical masks is not indicative of where it would be, IF entire populations decided to buy disposable masks instead of reusable rubbish. All just my opinions, please DYOR.

Tbf it’s impossible to work out how things will look in 12 months, never mind 4-5 years. Plenty of countries in the east had % of populations using face masks, pre Covid. I think the demand for masks isn’t going away, but that’s just my opinion. During the first wave, some parts of the world were in its grips whilst others were yet to experience it. In subsequent waves entire continents will be preparing for PPE supply issues. Why bother worrying about future supply and demand? For the next 12 months, the demand for PPE is certain. UK manufacturers are preferred. Innovation and creativity will always make people sit up and notice. And there’s plenty of innovation in the pipeline, regardless of masks.

So is Virostatic Snood,HeIQ, Intexso, Avril, EVIRO, Bumpaa, EVAQ, Baltex AIROX etc etc. All these are face coverings made of fabric, NOT FFP2 medical grade masks. They are wrong technically in calling themselves face masks. Trying to save the bb some pointless posts.

https://www.hse.gov.uk/coronavirus/ppe-face-masks/face-coverings-and-face-masks.htm

Sonovia is a face covering not a mask per se. So yes, this is the only multiple layer CE certified medical grade mask with an antiviral coating proven against BOTH flu virus and COVID19 virus, that is patent pending. As far as I can tell. Please share links of any others if anyone does have another, genuinely interested to understand the market.

UK Gov PPE documents suggest only 70% of MEDICAL masks will be UK manufactured by December 2020. There is still a domestic supply-demand gap. Monthly demand has been projected at 85-90 million masks for the UK.

A lot of the initial demand was supplied via overseas suppliers. Going forwards, it is my belief that most countries will aim to reduce reliance on foreign suppliers and encourage its own supply chain.

It appears P2F is prioritising its masks (rightly so) for the health and social care setting. It is this mindset which is prompting the company to lobby government and related bodies. Because they believe the masks should be prioritised for this group. In my opinion, if the NHS/Social care were uninterested, they could easily sell these to private buyers.

I’m interested in P2F focussing on the single machine first, making it successful in creating-establishing steady revenue, and then it should be easy enough to scale up. Then we can examine all the other avenues of growth (these are happening in parallel) including virucidal fabric in filters, trials to reduce citrus greening with zinc within organic solutions, crop nutrition being improved via our patented Insitu compound etc. I am also intrigued by the creativity demonstrated by Dr Cave, for example with the recyclable mask idea. Who knows, a reusable mask may arrive at some point-this is ultimately what every govt wants to encourage from its producers. This leaves our other two prospects GyroMetric and Cloudveil getting zero value presently. All just opinions at the moment, however I do think the company is keen to demonstrate growth. Good luck all

“Buy a load more machines...” “10p” etc. These types of posts are to be avoided as much as deramping posts. Ideally block both unrealistic ramp and deramp posts, cut out the noise and focus on your own reading. Trader types are ready to move in again and change the collective psychology of new investors, from one of fear back to one of greed. Keep both feet on the ground and buy when there is extreme fear mongering, sell a slice if you must on mass greed.

116m warrants/options issued, I think there were about 140 m. These warrants were from the bleak Covid days earlier in the year when share price was dipping below 0.2p. Nominal value of one share was re-adjusted given possibility of raising below 0.2p. I hope this puts the warrants in context. I don’t think the P2F acquisition was on the agenda at that point.

£360,000 cash position September 21st 2020

Oct 20th: £200,000
20,800,000
20,000,000

21st Oct: £50,000
10,000,000

27th Oct: £192,000
24,400,000 at 0.5p
12,600,000 at .28p
£35,000 CLN

28th Oct: £110,000
22,000,000 at 0.5p

04th Nov: £30,000
6,000,000

05th Nov: £20,000
4,000,000

£360k+ circa £600k in warrants, is sufficient to fund upcoming growth imho.

Apologies I intended to say “I m NOT expecting the updates within days”. My time line would be next 2-3 weeks to clarify the business “plan”. Of course before that I expect updates on the proof of concept, any lab studies and other info around the set up. Commercial contracts take time and negotiation I imagine and issues can always arise which lead to small delays (take the Covid lab testing for ex, delay of barely weeks but it had our “investors” dumping).

I think “investors” here need to temper the time line of their expectations. It’s a case of setting up new machinery, the logistics, creating contracts with potential customers and looking at the pipeline. The team would have worked on this last few months, but I m expecting a series of updates within days. If share price drifts, understand that this is mere impatience and trader mentality, take the time to research the prospects, read up on wind energy, on gyrometric, on nano tech etc. It may (or may not!) convince you to average down if its cheaper or indeed average up if it starts rising.

We can expect RNSs confirming BRH, Dr Cave and S Jones holding their existing stakes which should dispel the ridiculous fear that BRH was selling down. Trevor didn’t sell a bean in the last 3 years here, so I don’t expect him to now, at such a crucial juncture when investors are looking for reassurance on long term value.

I would like to see some additions to the board at RMS given Nigel with a technical background left earlier this year. I m not sure how much the academic work takes of his time, but I wonder if Gareth Cave himself would consider joining the board of directors? It would be refreshing to have someone overseeing Gyrometric and Cloudveil with the same sense of purpose and urgency that we have seen in P2F. To me the fact NB and TB had parallel interests in numerous companies (nature of the game in AIM) was worrying at times in terms of focus and attention to RMS. Having a director who is personally a holder and also an innovative scientist with academic/industry links would imo help steer RMS in the correct direction.

Take Cloudveil for example-they were acquired in September 2019, and have yet to demonstrate any value apart from rampy tweets. (Sorry Cloudveil, pull your finger out)

I expect COVID waxing and waning but around, through winter and spring, and hopefully incidence receding as summer returns next year or some news of a vaccine reaching commercial status. The vaccine wont be taken up by too many people initially, hence masks will still be used for the whole of next year if not more imo. More importantly there is evidence (as callit just posted here) of the seasonal flu impairing ones defences and worsening COVID outcomes in those affected. So masks have value in REDUCING the transmission of all seasonal viruses and will go some way (if public believe/realise the value in wearing them rather than thinking they are forced to wear them by authority). I think face coverings have not been discouraged because there simply weren’t the number of 3 layer masks around in early days and public buying would have diverted PPE from areas that needed it most. In other words, imho the gold standard for filtering air, is the disposable 3 layer face mask not the fabric face covering. And the P2F mask has a distinct advantage over the standard 3 layer mask. All imho only. Please DYOR

Lifesagame: please refer to my previous posts on Gyrometric and the wind sector. In summary, it is becoming more favoured within the EU and the UK has the ambition of positioning itself as the capital within Europe. (Denmark is the biggest research base currently). Our wind capacity has increased phenomenally, cost of energy (LCofE) has dropped serially in new installations and nuclear is looking increasingly expensive especially when one considers decommissioning costs.
As wind turbine installations get older, maintenance will be a more crucial issue and squeezing efficiency becomes more important. Current maintenance is mainly reactive and labour intensive.

But there’s more underneath the surface. UK has invested systematically in its wind strategy, with the stated intent of not just creating a bigger stake in its energy needs from renewables; it aims to develop technologies and research in the area. It aims to support SMEs to form the backbone of support for the sector. That’s the beginning for Gyrometric-being chosen to trial its ground breaking tech on an ORE installation in 2018. The trial was a huge success and it sparked interest from all major turbine makers. It’s a question of when, not if our tech replaces existing tech. In fact that’s the reason Stephen Jones started buying into RMS. (he’s a TR1 holder here and engineer of over 2 decades experience in the sector, by background).

Ramesh: daddybaby masks have failed FDA and Canadian regulator standards. Infact dozens of chinese masks have failed filtration standards, essentially poor manufacturing. At the heart of this inconsistent filtration is the irregular pores in poorly made melt blown fibre.

https://healthycanadians.gc.ca/recall-alert-rappel-avis/hc-sc/2020/73137a-eng.php

And here’s a genuine query to fellow investors who may be cynical/doubtful about prospects. Please find and post a link to a product already in market, here in the UK or abroad anywhere, with a three or four layer surgical disposable face mask with nano tech fabric and 90% antiviral activity lasting SEVEN hours. Efficacy matters. Cost matters. Scale ability/ease in terms of manufacturing the nano particles matters. All three are needed to make it happen in the volumes needed. These are my opinions only. Please DYOR

Take cupron labs which supported this article
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2892464/?report=reader

Cupron has produced face coverings (not masks), but nothing further. They spoke about N95 masks but it appears they haven’t been able to convert their idea into a three-four layer mask.

The challenge is to achieve scale in producing a nano tech produced mask with metal coating, that is virucidal, yet COST EFFECTIVE. Health care systems will not pay £25 for a disposable mask. Given the volumes they get through, it has to be scalable and cheap enough, yet effective. Hence the excitement from the market here. It’s as simple as that.

The P2F mask has not emerged overnight. They first tweeted about the mask in April 2020, at which point they had weighed up their prospects of commercialising imho. The grant from INNOVATE followed in May 2020 for a six month period. Note the mask is a collaboration between P2F and Flextronix (specialists in flexible electronics).

https://gtr.ukri.org/projects?ref=63429

The company P2F is underpinned by pedigree academics with decades of publishing experience, hence the evidence around the product will be solid when product goes to market. November marks the culmination of several months of research and hard work for the company. Short term ie few days here and there, the share price may go up, go down or stay flat. What matters is whether one has the ability to look beyond the portfolio % paper loss and profit. People here were down 50/60/70% on their investments earlier this year (Including myself). It takes patience, countless hours of reading and time to understand a company’s story and where it may be headed.

Regardless of masks, there are several threads of revenue here in coming months and the market’s excitement is therefore palpable. Please read posts here about gyrometric etc (I have posted on other prospects including GyroMetric myself, please visit my posting history).

Evening folks :) It’s always interesting to see the timing of these posts, casting aspersions and doubts on the prospects here. We cannot forget that the share price has had a meteoric rise and a cooling off is inevitable at some point, be that 6p, 5p or 4.5p. Trader types watch this like hawks and step in moment they notice the hint of a change in sentiment. They hope to turn sentiment at least on the boards and get their entry points. For those invested for longer periods, it is important to read more deeply, to understand what all the excitement is about and try to come to terms with the opportunities. After all its not every AIM share that rises from 3m Mcap to 40m in days.

Along the way it is also important to clarify the hype from the facts, and exactly what the competition looks like, why we might succeed whilst others might not. I have posted on Promethean vs our tech before. Promethean is mentioned as our closest competitor in terms of nanotech. Our tech is spinning disc reactor based (SPD) whilst Promethean’s is hydrothermal. Let the scientific type work out the pros and cons of each given we seem to have a surprisingly sudden plethora of science.

The notion of using nano particles of metals to combat viruses is NOT new. Silver, Zinc, Copper, Gold and others have been tried and shown successful in labs. Obviously showing it works in a lab setting doesn’t mean it can translate into a commercial venture. The notion of using nano tech metals as virucidal coatings is also NOT new-many have tried to achieve it commercially and it appears yet to hit the market. I m referring to THREE or FOUR layer surgical disposable masks, NOT face coverings that are washable-reusable.
(Post continued)

Likey: I think you may be on to something. They announced that GyroMetric’s wind trial was happening early 2021. I know this has been strung along for years now, but IF there is any truth in that statement, then that is potentially as exciting as the current P2F story. The trial is with a wind turbine manufacturer, and there are only 3 majors here-Siemens Gamesa, MHI Vestas and GE. Each is a giant and getting some collaboration with even one is a step change in outlook.

https://ore.catapult.org.uk/press-releases/from-ship-to-offshore-nottingham-sme-proves-technology-on-worlds-most-powerful-drivetrain-platform/

GE has invested heavily in the ORE (Offshore Renewable Energy research centre at Blythe) and looks a natural partner given the links via ORE and also given the previous testing was on a 15MW turbine (similar size to the giant Haliade X rolling out of GE). Siemens would be a good fit for comparing data obtained with their own data centres (they own the biggest data collection and a data centre, linking input from over 10,000 turbines, in Denmark).

https://www.siemensgamesa.com/explore/innovations/digitalization

Personally I would like the other two horses in our stable, Cloudveil and GyroMetric to re-visit their strategies and work with a greater sense of urgency towards achieving revenue.

For those with a longer attention span than AIM favours there is plenty happening in 2021. There is a Citrus greening trial taking off in the US.

Food security is an important area for future growth given world population projections. Feeding billions will take real innovation, we cannot have more of the same and companies such as P2F understand this.

Likewise, hydroponics in the area of medicinal cannabis is a key area to target and P2F intends to do this. (33 states in the USA have legalised medicinal cannabis use, 13 have more restricted laws but allow CBD oil etc).

If we get follow on news about say the security company Axis using CLoudveil’s IRIS offering, or say Tarmac finding value in the trial at its cement plant at Tunstead, then it may choose to adopt the monitoring tech for other plants (it owns 120 quarries, 74 asphalt plants, 100 ready mix concrete plants etc).

Markets love a growth story and the antiviral mask being a clear differentiator, has captured its attention. Mask making machine lines are modular, scalable and once a market is established/capital returns, adding machines is easy.

I think having compostable masks would be another “differentiator” huge positive, given the volume of masks being disposed and inadvertent release into waste water. All other things being equal, an organisation would always choose a compostable mask over one that needs incinerating/disposing as hazardous waste. All above my own opinions. DYOR.

Force10: two different things-P2F product is a face mask whilst the other is a face covering. A lot of face coverings are being sold as face masks, whilst they are not classified or certified as such. Popular ones include the virostatic Snood, the sonovo mask, Swiss made material HeIQ etc. Their are not recommended within health care, whilst P2F product is targeting this. The face coverings websites all contain disclaimers. I have posted on this before. Good luck

Green credentials of RMS

GyroMetric: Gyrometric Systems has developed MDS2™, a patent protected system of hardware and software. MDS2™ monitors the vibrations in rotating  shafts at both high and low speeds and can detect minute irregularities in their motion. The system then analyses the data to predict potential mechanical failure in the shafts and the motors, bearings and couplings attached to them.

So this tech intends to remotely monitor in real time, possible mechanical failure across a range of rotating shafts. Applications are in wind turbines, manufacturing/assembly lines, other energy distribution (pump sets/generators) etc.

Take wind turbine industry: Gyrometric supports a “green” agenda. It provides “proactive monitoring” rather than “reactive”. With the ability to intervene by shutting down power, lowering gear etc.

And currently engineers get called out to rough seas for offshore turbines-they approach the turbine via scaffolding, at a cost to life and limb never mind costs to the energy generation from turbine being shut. The best tech out there right now is vibration monitoring via analog (I have posted on this before). Frankly it’s like comparing an audio tape format to an MP3 format.

Distributed energy generation is remote, unmanned. Again GyroMetric will ensure reduced disruption of power generation.

Coming to P2F: The company has superb green credentials. The areas of interest are “Green Chemistry” related. Be it improving crop yields, reducing disease with reduced pesticide use or improving nutritional value of crops. Medical imaging: to use dyes and markers that are less toxic. Drug delivery systems that are more targeted ie less side effects given dose is smaller (applications in cancer and arthritis as two examples), the list goes on. Forget the masks that are just the flavour of the moment. All above are based on available info on websites and my opinions only.