Member Info for Lsoc85

Other than the insightful comments of a chap on another feed that stated this is a case of "Buy on the rumour, sell on the news", I'm struggling to understand this (admittedly modest) drop in price. I've topped up today on the basis of the P/E ratio. It's currently running at 40 but when the results, the contents of which everyone already knows, are published, that ratio will drop to c.20. There's no divs so clearly it's a growth stock. Is the market expecting the P/E ratio to stay at 20? I can't see it! In the next 6-12 months it has to re-rate to at least 30, if not higher. Or am I seeing things that no one else is seeing?

I just wonder where they're selling them. There's nothing about them on Twitter, LinkedIn, RNS or Reach. This suggests to me that they're not going after the individual consumer market but are instead looking to shift in bulk to specific targets (e.g healthcare providers, care homes, the NHS, etc.). Fingers crossed anyway!

Glad it's being offered in blue. Let's hope there's some bulk healthcare provider orders on the horizon.

It appears that Haydale have launched their graphene enhanced SynerG facemask: https://haydale.com/products/antibacterial-face-masks/

The link is hidden away in the resources section of the main website. Was everyone else aware of this or am I woefully late to the party?

Agreed. I'd put the relatively low market cap (compared to VRS, DCTA, AGM, etc) down to that sh:tshow of a fundraise by Ray Gibbs in Feb 19. He cleared some of his own shares previous to that as well. Folk remember and don't trust that the same thing will happen again. That's why I was so pleased with the fundraise of this September. They did it in a way that the senior bods can get their noses in the trough but it didn't put the private investors on all fours. Company has definitely been better since Broadbent took the reins. Just needs to build up that goodwill and trust that was thrown to the wind a couple of years since.

It appears that IRPC brought their graphene facemask to market at the start of September:

https://m.facebook.com/Polimaxx.IRPC/posts/3691422290867781/?_rdr

If your Thai is anything like mine, you'll do well to click the translate link.

The KleanTeq mask retails at 149THB per unit (c.3.67GBP). It appears to be marketed not only towards coronavirus but air pollution in general -mask wearing is more prevalent in Thailand with or without a pandemic.

The IRPC/Haydale collaboration is covered in the following website:

cleantech-beyond.com

It includes products relating to the RNSs of both June and July 2020.

The products relating to the RNS of 29 June 2020 appear to have the most potential - generally, I like the cut of IRPC's jib. The production value in their promotional videos is quality. It's just about how long it will take bulk sales to get off the ground.

Fingers crossed we'll have some meaningful news re revenue before the year's out.

I've read the 19-20 final results three times now and I'm still not sure whether I'm pleased or disappointed.

Drop in revenue to just below £3m is ****e, let's be honest. But the cost saving measures have reduced losses per share from 6p to 1p (although this is partly due to a larger amount of shares in circulation).

Covid kicks in March 2020 and immediately depresses demand. If it hadn't, would revenue be closer to £4m for the reporting period? Hard to say.

I'm happy that the Company has the correct people in charge. The report wasn't full of the usual hyperbole and bull****.

The reliance on the US blanks is a worry though. They make reference to a customer maintaining payments in the short term - so they will be stockpiling. The Company's revenue from this area is c.66%. When that customer has stockpiled to maximum capacity, what happens then?

I take heart from the fact that all the exciting developments have occurred post the period under review. As a chap on the ADVFN Haydale thread says, it was the IRPC tie up that brought the share price back to life.

Add to that the CeramycShield and ICraft deals and you've got products ready to make money. But is it going to cover the lost revenue from the blanks division?

On another note, it was good news, as far as I'm concerned, how quickly the PLC was able to raise £3m (£2.8m after costs) in September.

Overall, I think I'm pleased. But if revenue doesn't double quickly, a further fundraise will be required in 12-18 months. Luckily I'm in for the long haul ????

Ultimately, and in conclusion, if you'd have offered me the current position in January 2020, I'd have snatched your hand off. Hopefully the Company starts making money from these new tie-ups ??