Member Info for Parob

You could take a look at SBTX. Company focussed on the skin microbiome that already has deals with Croda and Winclove with more in the pipeline. Sector is set to explode over the coming years (like the microbiome has) yet the sector/company is still under the radar imo currently. Inverse Head & Shoulders formed on the one year chart and looks like it will break north of the neckline any day now. DYOR research etc if you do take a look.

Back to ARCM, fingers crossed we’ll get some news ahead of the conference call on Weds. Some excellent discussion in the telegram group yesterday by the way which you can view even if you join now (unlike twitter groups where you can only see chat from the point you join onwards). Link to group posted yesterday.

This link should work:

https://tinyurl.com/y42zhotz

Link to Telegram chat group:

**********************PDV-1xvO4NHBIyJfeHP44Q

https://www.riotinto.com/en/sustainability/climate-change

76%
Electricity we use from renewable sources

29%
Reduction in emissions intensity since 2008

46%
Reduction in absolute emissions since 2008

$1B
To be invested in climate-related projects

Getting ‘excited’ about the prospects for copper with John Meyer. “Looking for significantly higher copper prices from here”. Is it any wonder Anglo American are interested?

https://m.youtube.com/watch?feature=youtu.be&v=ItCFs7EqbWk

John Meyer discusses ARCM on V-O-X today. From 23 mins, 20 secs.

https://t.co/P9oJLUbS1L?amp=1

Chesterfield Resources comment this morning (in a tweet). Obviously relevant to ARCM too:

“The great mining boom of a decade ago was driven by Chinese demand for infrastructure projects.

History could be about to repeat itself. Metals demand is surging from Chinese stimulus spending, and now hedge funds are getting positioned into copper.“

Copper price near 2-year high after Chinese imports rocket

https://www.mining.com/copper-price-near-2-year-high-after-chinese-imports-rocket/

VDTK - “Breathless” - Excellent write up/overview by Michael Walters (30/6/2020):

http://www.michaelwalters.com/stories/news.phtml?num=5663

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Equity Story Interview with one of the founders Paul Harrison (June 2020)

https://vimeo.com/427963339/dcc3b0dc0b

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Dr Simon Thomas, CEO of Paragraf, discusses the Company's approach to graphene and details the reasons behind the partnership with Verditek PLC. (18/6/19)

https://www.brrmedia.co.uk/broadcasts/5d07950b221579216107e07c/verditek-interview-with-paragraf-ceo-simon-thomas

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Short interview with Verditek Chairman, Lord David Willetts - discusses the JV with Paragraf (18/6/19)

https://*********************//media/verditek-interview-with-verditek-chairman-lord-david-willetts-18-06-2019?referral=3399b7ed-e381-44f6-9285-bf7b2d4fd147

If link is taken away it’s with www.researchhyphentree.com

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Dr Geoff Nesbitt, explains how Verditek takes positions in exciting clean technologies and is transforming solar technology with its innovative, flexible and lightweight PV panels. (26/3/20)

https://www.brrmedia.co.uk/broadcasts/5e29cd6fd37bf5483c9bdcce/verditek-plc-company-overview

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Interview with George Katzaros (Founder & Non-Exec Director (11/1/18). Interview starts at 31 mins. At 34 mins, 10 seconds George briefly discusses “a major defining moment for both graphene and the solar industry” as Verditek teamed up with Paragraf. Expecting to hear further developments on this JV in the next 6 months as per recent PH interview.

https://audioboom.com/posts/6592139-powerhouse-energy-phe-jubilee-metals-jlp-verditek-vdtk

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VDTK presentation (early 2020)

https://www.rushlightevents.com/wp-content/uploads/2020/02/RUSHLIGHT-SHOW-2020-SSMP-2-VERDITEK-SOLAR.pdf

Hill & Knowlton are a WPP-owned agency. Will hopefully open doors to other agencies within the group.

Would be interested to know if you decide to buy some shares following all your research this weekend!

May be useful for newbies:

https://www.rushlightevents.com/wp-content/uploads/2020/02/RUSHLIGHT-SHOW-2020-SSMP-2-VERDITEK-SOLAR.pdf

Feeks,

Yes noticed that on the EAV website:

Efficient energy

With up to 60 miles of optional range to specify, we also offer a Solar panel roof which can offer up to 40% additional range.

From the results:

CEO: “I believe the Verditek Solar product is very well positioned to become a market leader in the ultra-lightweight, flexible solar market.”

“We estimate that the lightweight solar market is growing strongly and is going to be at least $28 billion by 2022.“

Verditek only need a tiny slice of that market to have a market cap multiples of where we are now.

Hi Weathergeek,

Glad they were useful. I just wish I’d come across the Equity Story interview a couple of weeks earlier! Added more after watching it. Really looking forward to hearing about developments on the paragraf JV. Sounds like we’ll hear something over the next few months.

Equity Story Interview with one of the founders Paul Harrison (June 2020)

https://vimeo.com/427963339/dcc3b0dc0b

—————————

Dr Simon Thomas, CEO of Paragraf, discusses the Company's approach to graphene and details the reasons behind the partnership with Verditek PLC. (18/6/19)

https://www.brrmedia.co.uk/broadcasts/5d07950b221579216107e07c/verditek-interview-with-paragraf-ceo-simon-thomas

———————

Short interview with Verditek Chairman, Lord David Willetts - discusses the JV with Paragraf (18/6/19)

https://*********************//media/verditek-interview-with-verditek-chairman-lord-david-willetts-18-06-2019?referral=3399b7ed-e381-44f6-9285-bf7b2d4fd147

————————————

Dr Geoff Nesbitt, explains how Verditek takes positions in exciting clean technologies and is transforming solar technology with its innovative, flexible and lightweight PV panels. (26/3/20)

https://www.brrmedia.co.uk/broadcasts/5e29cd6fd37bf5483c9bdcce/verditek-plc-company-overview

In the recent results RNS we were told:

In the first weeks of my tenure, I have addressed the overheads within the company to make us lean for a more fit for purpose, hence significantly reducing the monthly burn rate. I expect that with the reduced overhead and expectant ramp up in revenues that we will be generating free cash flow within 2020.

Looks like they’re really pushing commercial roll out now!

Noticed on LinkedIn that Verditek have just (this month) appointed a Sales Director for the Americas called Harris Hurst. Previously worked with Rob Richards at Ecolog - he obviously rates him and brought him on board.

From his LinkedIn:

Introduction of niche solar panel technology into the Americas focusing on the Oil & Gas sector to apply renewable energy to existing business operations.

Demonstrate to Oil & Gas upstream and downstream network of client’s advantages of conversion to renewable (solar) energy where ROI is justified. Identify and develop both service providers and end user’s understanding of renewable solutions for incorporation into current and future projects. Conduct technical analysis of power requirements and provided guidance on system design.

https://twitter.com/parob17/status/1277984249493118978?s=21

First order in the Oil & Gas Industry!

https://www.linkedin.com/posts/cawte-short-podcast_data-cawteshort-sportsmarketing-activity-6679288710363697152--N8e

Out Now!!
Episode 4 - #Data "Its all about niche audiences but at SCALE" - Richard Brinkman AKA the Data Guru

#CawteShort are all about data on this week's podcast!
The chaps are joined by Richard Brinkman, who has 30 years experience at the forefront of the commercial side of sport, to discuss good data practice, sponsorship and the relationship with data, the Hundred and not asking the rights questions, plus more......

#sportsmarketing #sportsbusiness

Apple: https://lnkd.in/ehjvT4g

Spotify: https://lnkd.in/e98rXZh

Anchor: https://lnkd.in/eUZacui

...since last Thursday on this bb yet the price is up almost 30% since then. Shows how under the radar this stock is.

It will be a different story once the skin microbiome goes mainstream and products containing SBTX ingredients start to be released.

Richard previously worked at Kantar (part of WPP) for 6 years. Here’s a video of him (from 8 years ago) where he’s talking about his background up to that point. Would imagine he’s well connected, especially in the sports sector.

https://youtu.be/18nVip3dY3M