Member Info for marcusbreese

For anyone who might have missed this article posted on Monday 23rd October: https://www.3dx-ray.com/3dx-ray-announce-significant-sales-in-the-run-up-to-milipol-paris-2023/

"3DX-Ray who will be exhibiting once again at this year’s important Milipol Exhibition in Paris, have announced the successful sale of four AS1 Portable X-Ray Systems and four more AXIS-A33 walk-through metal detectors.

The AS1 Portable X-Ray Systems are a repeat sale of four systems to an established EOD Unit customer in SE Asia. These systems represent an upgrade in capability from their existing LS1 and LS3 systems which they have used successfully for years. These new systems give them the higher image resolution and sophisticated image processing software from the very latest product in the 3DX-Ray product line..."

This Cadent RNS, whilst it's good news in itself, is a really important piece of the jigsaw puzzle in terms of Haydale's commercialisation strategy starting to show signs of success.

I was inspired to put together a video analysis covering my thoughts on the developing partnership between Haydale & Cadent: https://bit.ly/3OecFNN

From AB Dynamics LinkedIn page:

"Exciting News! It's great to hear that our sister company, Ansible Motion, and Zeer Testing Technology Co., Ltd are celebrating success just 4 months after forming their strategic partnership in China. Through this partnership, Ansible Motion has secured orders for two automotive driving simulators in China, a significant milestone for them in the region 🇨🇳 .

And this is just the start!"

Ansible are wholly owned by AB Dynamics so it's great to see the group making inroads in the Chinese market

According to their insta page, AxisBiotix-PS has officially launched it Italy!

Haydale have posted a bit more detail on the Cadent prototype water heater on LinkedIn, including a picture and some specs: https://www.linkedin.com/posts/haydale-ltd%2E_lowpowerheating-graphene-innovation-activity-7087359088224792576-V_ty?utm_source=share&utm_medium=member_desktop

It sounds like a lot of thought has been given to the applications for this, and if it makes it through to production I can see it becoming something all utilities keep a stock of for when inclement weather impacts their ability to supply customers.

The YouGene investment was made on 11th January and they spent £150k for their stake, so it's a nice 54% return in just 7 months.

I'm not intimately familiar with IIGs portfolio however David Evans is a canny stock picker, Robert Naylor is well connected and I would be unsurprised to see more realisations of this nature over the coming months.

Finally, I look forward to seeing how IIG deploy their newfound £269k

Hey IGEers, I've made a post on my page Content for Investors summarising last weeks' interim results - I thought they were excellent and are the first signs of a turnaround happening under new management.

I aim to help get exciting AIM announcements like these noticed by a wider range of Private Investors. If you think this is useful then please drop a like and repost, it would be greatly appreciated.

Link is: https://www.linkedin.com/feed/update/urn:li:activity:7059856963009945601

I was electrified by the following quote: "One OEM customer whose name would instantly resonate with almost anyone out there, but cannot for confidentiality reasons be named here, has already said that it will take whatever amounts SCE can supply, which surely suggests that the product is every bit as good as claimed."

Overall I thought this was a very informative write-up and you gleaned some good info from the chairman, nice work.

I was pretty excited by yesterday's announcement so I've put a post together about it, including a bit more detail on who the mystery customer is - you can read it here: https://www.linkedin.com/posts/contentforinvestors_srt-marine-systems-plc-launch-maritime-domain-activity-7054724896089612289-qLTZ?utm_source=share&utm_medium=member_desktop

I'm trying a new format as a way of sharing notable announcements so if you think it's useful please like and share so your network can see it too. Thanks!

FFS, and the link is: https://www.linkedin.com/posts/light-science-technologies_energy-growlight-ledlighting-activity-7051860572463591424-PCQM?utm_source=share&utm_medium=member_desktop

I saw this video on LSTs LinkedIn and thought it was worth bringing to people's attention here - it covers a trial LST have been running with CHAP to trial different lighting combinations to see which brings the most yield and which is the most energy efficient.

If nothing else it's cool to see how nurturGROW in action and watch the LST team in action, they seem like a smart bunch.

Following today's announcement from Haydale, I've put together a post providing context to the announcement. Haydale & Saint-Gobain have been collaborating since 2021 and it's good to see the relationship evolving: SGB is an excellent partner to have.

You can read more here: https://www.linkedin.com/posts/contentforinvestors_activity-7051914630452928512-_OQa?utm_source=share&utm_medium=member_desktop

I think there's cause for optimism regarding the need to fundraise on a few fronts:

Firstly, in their interim report they talked about strong growth in US sales, in particular the rebound in Silicon Carbide powder and blanks/finished tools. With the US economy continuing to defy expectations and keep ripping (big tech aside, to which Haydale isn't exposed) and the trend of onshoring manufacturing this is likely to extend their cash runway by a few months.

Secondly, their fate is now entwined with City Energy who are highly profitable (£8.4m profit in 2022). City Energy are part of the Diversity Network who own 6.2% of Haydale and Ryan Howard is an NED at Haydale and Business Director at City Energy. Having operator/investors like these will be invaluable and with projects such as the Thermal Fluid for radiators and underfloor heating rolling out I suspect that will further extend their runway.

So with these two factors plus the ongoing stream of good news over the last few months (e.g. today's announcement regarding a partnership with CERN, Vittoria, ProTools, United Utilities, Viritech etc) there's reasons to be optimistic that they won't need to raise cash in the next few months. However the spectre of a fundraise will continue to hang over the share price until they can categorically rule out an imminent fundraise.

Hey STers, I've made a post on my page Content for Investors summarising this weeks announcement regarding the furnace production issues being resolved. I aim to help get important AIM announcements like these noticed by a wider range of Private Investors. If you think this is useful then please drop a like and repost, it would be greatly appreciated.

Link is: https://www.linkedin.com/feed/update/urn:li:activity:7048655068966838272

Oops, I was a bit overexcited to post this. I've added a correction, thanks to everyone for pointing it out.

Hey AFColytes, I've made a post on my page Content for Investors summarising this weeks 100kw hydrogen generator announcement from AFC. I aim to help get important AIM announcements like these noticed by a wider range of Private Investors. If you think this is useful then please drop a like and repost, it would be greatly appreciated.

Link is: https://www.linkedin.com/posts/contentforinvestors_afc-energy-have-generated-quite-a-stir-with-activity-7047500545326014465-VEse?utm_source=share&utm_medium=member_desktop

Following the recent launch of nurturGROW, I've done some research investigating what it does and whom it will benefit.

You can read it here: https://www.linkedin.com/posts/contentforinvestors_light-science-technologies-have-announced-activity-7046833652055326720-OIrH?utm_source=share&utm_medium=member_desktop

Hi everyone, I've been testing a concept where I summarise RNS' and provide a little context and analysis in a concise/digestible format. I've given Genedrive's MT-RNR1 roll out news the treatment today. Would love to know whether this is something people find useful? Link is:

https://www.linkedin.com/posts/contentforinvestors_genedrivemt-rnr1-to-commence-roll-out-in-activity-7043868910508519425-VphG?utm_source=share&utm_medium=member_desktop

I've recently been testing a concept where I summarise RNS' and provide a little context and analysis in a concise/digestible format. I've given the Haydale underfloor news the treatment today. Would love to know whether this is something people would find useful? Link is:

https://www.linkedin.com/feed/update/urn:li:activity:7043536729428910080

A few interesting points on this RIS:
- I'd never heard of Plumbase however they appear to be the Plumbing arm of Marlowe Holdings, a company with sales of £2,738m and profit of £167m. This is a HUGE partner to have.
- The inclusion of a statement from Ryan Howard (NED, also works for City Energy, joined Haydale in October) suggests he was instrumental in arranging this deal
- Underfloor heating complements their Radiator Thermal Fluid nicely and could form part of a Thermal Efficient Housing movement
- I would love to know a bit more about comparative efficiency to existing underfloor heating solutions

Overall this is a potentially very exciting mid-term development from Haydale.