Member Info for ROBERSON

I accept AFEITAR's apology, because it's not my intention to alarm anyone or create panic about the company. I like to keep track of my investments and share news, data, and my personal opinion, of course. I don't think I'm harming anyone, because that's not my intention. It's better to get along and collaborate politely, always respecting the opinions of other participants, even if we don't agree. We should be able to share our different opinions without getting angry or offending those who think differently or who provide data that others don't have access to.

I also greatly appreciate A VECES' contributions, because it's a good way to exchange knowledge and information about the company. I see that they have many resources to contribute relevant data and share it, so we can all draw conclusions, and if they're positive, all the better, obviously.

And I also want to mention MERCIAMAN for their comments, opinions, and contributions, always made with courtesy and commitment to getting the most value from our decisions. Greetings to all.

I haven't taken any data from the AI; the report was published on February 16, 2026, by S&P Capital, by the auditor Crowe LLP. I'm not making it up, and I have no interest in deliberately creating panic, as you say, nor am I naive or anything like that.

As I've already said in this forum, I'm interested in the company's success because I own shares in it.

Just because you don't have evidence or knowledge of that report doesn't mean it doesn't exist. The report I've had access to is short and doesn't delve into the reasons behind it, beyond what we all know about the very tight liquidity and the debts acquired, but it was published by an auditor hired by the company itself, and that should be taken into account, whether we agree with it or not. That the report refers to a period prior to 2026 is normal, since it was published on February 16th, so it can't be based on the company's future, as is logical. We're all looking toward the company's future, perhaps even with excessive optimism, because it's promising, but we can't lose sight of where we've come from, and taking precautions is important. However, I don't intend to cause alarm, as you seem to think I am. I'm simply sharing this news and giving my personal opinion, as you are doing as well. But of course, everyone is free to do what they deem appropriate and buy or sell when they see fit, because I'm not telling anyone what to do. In the last two days, more than 20 million shares have been sold, which means that not everyone is thinking of buying like you; some are waiting for lower prices. Everyone is at a different point, with different values ​​and interests in the company, and that must be respected, but also observed, and we must try to find out if there is any reason, such as news, reports, meetings, presentations, or something worrying, for that large amount of sales to occur, but that doesn't mean we have to run away, nor that we have to buy everything that others are selling.

I don't think anyone wants to risk their money to lose it. It's another thing entirely that, due to multiple internal or external factors, as you say, things can go wrong and companies can close or lose value, and you could be trapped in bad investments for a decade or more of your life. I've also lived through numerous crises, like the 2008 crisis, which was quite intense. But to try to minimize the risks that are always present in this business, you have to be very well informed, through the only means available, which are financial reports, because otherwise we're at the mercy of companies' ups and downs.

The fact that I have certain reservations or opinions regarding certain movements or actions of companies like Haydale in this case doesn't mean I think it's going to close, because if I did, I wouldn't be invested in it anymore; I would have sold my position. But I'm not here for love either; I'm here for business. And I still think Haydale has a lot of potential, which is why I'm still here, and I'd like it to succeed. I also see that its managers are committed, and even though sometimes they don't do things the way I'd like, or they make moves I consider mistakes, I like to hear their reasons to understand why they did it, and to be able to agree or disagree, but at least know their reasons, and also know whether I should stay or leave.

You mentioned two companies that have closed; I knew them, and many people have lost money with them because they didn't follow up on their reports and erratic movements. In this business, it's very easy to lose your money. You have to be rigorous to be able to stay here for a long time and not end up ruined, but rather making money, which is the goal.

I love that you're so positive and see financial report analyses as nonsense, when there are so many people with their investments trapped in this and other companies, or people who have lost a lot of money when companies have gone out of business, and others who have participated in capital increases, paying prices higher than current market values, because the reports are nonsense.

But let me tell you, after 35 years of my life investing in equities and making money from it, I'm not still here because I think they're nonsense, because I risk my money to make a profit, and I may be one of the few who can still say that I'm still making a profit with Haydale, a company that, so far, has done nothing but lose money. Don't tell me where I should invest my wealth. It's probably because I'm not ready to be here and you are, when for me all reports are taken into account and analyzed rigorously, not dismissed as nonsense.

AIM's clauses do not oblige any auditor, mediator, etc. to publish negative or non-positive reports of any company unless they deem it necessary, in those financial analyses that you say I do not read.

I don't know what your opinion has to do with what I've said, with what I thought would happen and will happen with the stock price, or with the fact that I didn't hear about the budget figures released in advance for May. If you have information to contribute and clarify, go ahead. The rest is just your own bias.

On January 28th, I asked in this forum if we would see the share price reach 0.3, as it seems we're going to see it drop to 0.25 or even lower, because it keeps falling and breaking through support levels. We have to hold on or even make provisions, but... I also saw a post from Haydale plc when they presented their annual report on February 17, 2026, for the period ending September 30, 2025. In this report, their auditor, Crowe LLP, issued an unqualified opinion expressing doubts about whether the company can continue as a going concern. This, which I hadn't seen before, has set off alarm bells for me, and I'm hesitant to buy more shares to take advantage of the lower prices. Just a few days ago, in their presentation, everything seemed convincing regarding the moves they've made for the future, but if an auditor hired by the company itself is questioning the company's ability to continue as a going concern, things get complicated. It's true that many investment funds and banks are investing in the company, and I imagine they won't let it fail. But if it does, they'll be the first, and perhaps the only, ones who can recoup their investments at zero cost, or with minimal losses. The rest of us would lose everything.

Merciaman mentioned that the company will announce its provisional results at the end of May, but I didn't hear that during the presentation. Perhaps I missed it, but if that's the case, the wait is going to be very long.

Everything they explained at the investor meeting on Wednesday is very good, and I'm sure they're doing a great job to ensure the company runs smoothly and has good opportunities for the future, including the acquisition of SMCC.

But the most important thing is missing: generating revenue as quickly as possible so that opportunities don't diminish over time. That's the hardest thing to achieve—getting companies to trust your products and install them in their construction or renovation projects takes time. Until they start generating consistent revenue and improving their EBITDA, we'll have to wait. In the meantime, we'll see the share price fall, and with it, the company's value. This could create opportunities to buy shares at lower and better prices in the near future, while the company focuses on generating the necessary revenue to present at upcoming shareholder meetings and build the confidence it currently lacks.

I hope people ask important and coherent questions about the near future of the resources they have obtained, whether they will need more resources at the cost of further diluting the value of the shares with more investments or costs of new acquisitions, or whether they will focus on generating cash, which is vital for viable future operation, and to avoid having to leverage more than they already have with the shareholders who have supported the future of the company.

Excellent news, a great opportunity to showcase their flagship product, Jusheat, but I'm not entirely convinced they can profit from this event. It could be a good platform for them to answer questions about their future plans, especially financial ones, because I suspect they might need more funding soon, which is why they're participating.

For this to be successful, they need to thoroughly explain the why and the wherefore, because you can't spend money you don't have without first generating revenue. And I'm not referring to their latest idea about customer subscriptions, as if it were some kind of entertainment platform.

Ultimately, markets aren't based on promises, projects, words, etc. They're based on real data and numbers, and guidance on future projects is based on current revenue, something that doesn't apply in Haydale's case, because the revenue it has had to date is insufficient compared to the debts it has incurred.

We haven't even reached February yet and the share price has already fallen by almost 50%. Let's see how the month ends... And as I mentioned the other day in this forum, if the results presented at the end of February aren't entirely satisfactory for the market, the share price could fall back to where it was a year ago, that is, to 0.011, returning to square one and once again putting the company's financing at risk. Errors of this magnitude are how companies end up in bankruptcy. Let's hope that doesn't happen to this company, given its promising future outlook.

As I said, I hope I'm wrong, but the February results are no longer relevant. Investors are now looking ahead to September, when more realistic company data will be available, and September is still a long way off. It's a cold day with no positive news to warm up the market. Until then, everyone suffers: investors, shareholders, and especially the company. I was surprised by the euphoria and enthusiasm surrounding the placement and oversubscription of the capital increase. It was completely unnecessary to take that risk, but oh well, now it's time to sell.

Today it broke through support levels and fell to 0.4. Will we see it at 0.3?

Oversubscribed at 0.50? Today they're selling for 0.44, cheaper than the retail offer the company made to benefit investors. A great deal! Buy today, or maybe wait until tomorrow when they might be even cheaper.

What I meant by the company's financial problem regarding analysts' opinions is that it exists, and it's real, whether it's from Yahoo Finance with AI, or from any reputable analyst, from whom the AI ​​draws its information.

Until proven otherwise, and there's only one way to do that, which is by presenting the results without the delay that's going to happen in this case, to send positive signals that could help finance the company, whether through the market with options, a share offering, loans, or whatever they deem most appropriate and advantageous.

On the other hand, I'm surprised that there has been so much oversubscription by shareholders without having real and properly updated data. It surprises me greatly. I see too much enthusiasm, which could cause them to lose sight of the real objective.

Furthermore, you believe that decisions are made by consensus with the company, but these are just beliefs and assumptions, such as the idea that the change in management could also have been agreed upon with them, or the purchase of SMCC, etc. There will surely be decisions made by consensus for the good of the company, but I don't know to what extent they are decisive in the final decision-making.

We shareholders can think or believe things freely, but that doesn't necessarily mean it will happen, have happened, or be true.

And this is also an opinion, my personal one. I also don't believe they're responsible for everything the company might have done wrong, because management will have the final say, regardless of Cavendish's advice, which includes things like changing the name or the management, for example. In any case, I prefer to look to the future rather than the past, hence my concern that things are done right for the future good of the company, and that as few mistakes as possible are made. But that's not in my hands, as I'm just a shareholder who can only offer my opinion

My analysis wasn't based on Yahoo Finance, although there might be some similarities in the final conclusions, because Yahoo Finance uses AI to obtain those results. This AI researches multiple analysts simultaneously, which may include those I've researched.

Regarding Cavendish, I see you have considerable confidence in them for whatever reason, and I have no objection. However, I understand the trades you mentioned they make, as it's normal, especially when a company has such low trading volume.

But I'm referring to another type of trade, already discussed in this forum, with specific dates and times. These were instances of stock purchases, without any intervening sales, and instead of the price rising or falling due to supply and demand, it not only didn't rise, it didn't even stay the same, but the stock was sold below the trading price at that moment, inexplicably.

I also hope Haydale succeeds, because I'm in this boat too, and although dreams are part of life, I personally prefer to keep my feet on the ground so that my dreams come true and don't remain just illusions.

Everyone has their own opinion and way of doing things, and this is mine.

And I don't know if the decisions are, or can be, agreed upon with Cavendish, which I assume they are, but in the recent past, fatal mistakes have been made for the development of the business, and although I'm aware of the change in the company's direction, starting with the top executives, the advisors in this case remain the same, which doesn't inspire much confidence.

In the transactions handled by the market maker, I've often seen deals that, at the very least, can be described as strange, and I'm not the only person on this forum who has had a negative opinion about this.

Haydale Graphene's overall score is primarily influenced by its financial difficulties, with persistent net losses and cash flow problems overshadowing recent positive corporate events and technical momentum. While strategic developments and partnerships offer growth potential, financial stability remains a crucial concern.

This is what professional market analysts think about the company's latest news.

We shareholders can talk, criticize, exchange opinions, think, or believe whatever we want, but without results until February, the market, in its objective analysis, without bias, speculation, or speculation, has already formed its opinion of Haydale.

And that could be a heavy burden if the results presented in February aren't satisfactory enough for the market. This is a risk that could have been avoided by presenting results in December.

I hope I'm wrong and that in February I have to eat my words; that would be a huge success for all of us who want this company to succeed.