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I also hope that Haydale succeeds, as I am also invested. With regard to your previous post about Cavendish and the Yahoo report, yes Cavendish worked with the previous management, but they also might in their duty to all shareholders have been involved in the management changes, whilst they are paid by Haydale I think they also have fidicuary responsibility to all shareholders. The Yahoo report is AI generated and will have combined all data it can find, but will always give the "Investment" warning for all Companies that have prior losses, which is inevitable in new technology companies and is after all why AIM evolved and has its tax breaks.

Regarding trading in the market, my hypothesis on how the professionals operate is, imagine you are an ambitious fund manager whose usual investment value would be a multiple of the normal market daily trade value and let us go back a few weeks to when the share price was 0.6p with a spread of 0.55-0.65 and say the size is 1.5m shares bid with one market maker and offered with 2 also 1.5m each, the wise fund manager would instruct his dealer to bid 0.56 for 10m shares with a minimum start size of 3m. If at close of play the dealer or his market maker friend has accumulated 5m shares there will be a load of smaller trades under 0.56 and then the late reporting of the 5m at 0.56 and they will all show as sales or unknown! Also the two market makers who were offering at 0.65 if they had not been involved in the trades they would try and muscle in by lowering their offer prices, to attract the buyer to them. In this scenario buying looks like selling and the price has fallen!! Just my thoughts.

ROBERSON, you should try getting hold of Cavendish's research to get a good handle on the managements thinking, they are Corporate Brokers and will have "interviewed" the management before writing it. I believe that they have re-instated forecasts and have a 1p target, which ties in with SMCC's first earnout target of 1.5X the .645p strike price. I would suggest that Barclays will also be confident that this is achievable or they would not have agreed to the deal. YAHOO Finance also appear to have used this research for their SIMPLY Wallstreet AI generated report on Haydale. DYOR

As it clearly states in the announcements, Quidos 16% of which Pritchard 9% and Turek 7%, the small extra amount is owned directly and not through Quidos.

Also Octopus are going to convert £500,000 of their loan stock plus interest into 417,883,894 new shares, which I think should be viewed positively.

According to Google JCB seats are predominantly provided by KAB based in Northampton or Grammer from Germany. DYOR

Thanks Caspion7

I've also Googled Cooling Fluid Markets and this is what came up!!

https://www.google.com/search?client=safari&rls=en&q=cooling+fluid+markets&ie=UTF-8&oe=UTF-8

DYOR

Taken from Haydales website regarding the 2024 Advanced Materials Show, which was alongside the EV show at the NEC, is the launch of the "Hot Seat" using the same thermal conducive ink as in JustHeat. Anyone know if that is a TESLA car seat in the picture?

https://haydale.com/haydale-demonstrate-world-first-graphene-hot-seat-at-the-advanced-materials-show-2024-in-the-nec-birmingham/

The Company raised over £2m at the end of June which with the cash they already had and with the reduced cost base, the USA business would have been a big cost looking at its previous losses, should mean that there was over 10 months money with out any sales, which were just announced at over £1m last month and all indicated for delivery before March. I would hope that there is a reasonable gross margin as well! So it is unsurprising that the post on another site claims that the Companies Broker forecast at the time of the Interfloor announcement that they are funded through FY26 which is next June.

ROBERSON

Cavendish Capital Markets Limited is the company's nominated adviser and broker. AIM requires there to be at least 2 market makers for any stock, normally Winterfloods make markets in every stock on AIM, they are the only specialist market maker but there might be other specialist small cap Investment Banks whose market making arm trades Haydale. Cavendish will make markets in Haydale as well as providing Corporate Finance/Nomad services as well as Corporate Broking, Research and Sales. DYOR

ROBERSON If the market maker sold 10m shares at the end of the day then he had been working an Intermediary's buy order over the day and did not want them on his books overnight. That buy order would probably have been greater than 10m shares or it would have been booked earlier.

Separately on another board apparently the Brokers forecast that after the June funding round the cash would last them until the middle of next year.

Further Portfolio endorsement just found on LinkedIn for Cambridge Raman.

https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Aorganization%3A69266901&keywords=cambridge%20raman%20imaging&origin=RICH_QUERY_SUGGESTION&position=0&searchId=d303ca66-5e34-4fa7-9052-72e22bd6aedf&sid=Lzt&spellCorrectionEnabled=false

All those linkedIn posts making sense now, Electrical Engineer, Quality Control, Logistics and latest an Account Manager, you cannot grow a manufacturing business without these. What is also impressive in the announcement, in my view, is the cost cutting elsewhere and securing of the supply chain for c 1km per day of mats!!!

Pulsiv announced on LinkedIn yesterday a distribution agreement with Farnell Global to enable 48hour global supply to customers for microcontrollers, evaluation boards, and fully assembled USB-C modules. That alone should be a significant stocking order and might tie in with the rumoured Regulatory changes coming in.

Two new posts on LinkedIn from Haydale/JustHeat/Quidos introducing JustHeat's Logistics Team and hiring an Electrical Engineer. Very positive language in both posts so hopefully good news in the pipeline.

Well Mr David Johns-Powell has increased his stake, bought approx 45m more shares, which will account for some of the buying turnover. As a wealthy man in South Wales I wonder if he is involved with any of the 40 property related Welsh trials mentioned recently?

Only beleive RNS announcements for reference. VOX has 1.8bn shares in issue!!! So using Pre last Octobers fund raise. number This site hass not adjusted for Direcors dealings since before then as in that announcement Broadbent had 12m, Wallis 13m and Banks 26m and 2 of them have gone and the new Directors are not even listed!!

Remember their options issued at 10p last year, when the share price was 3p, so they must be looking for a multiple from here in reasonable time.

They make it very clear in the announcement that the timing was dictated by their EIS/VCT tax break for investors falling away on June 30th, I would be surprised if those professional EIS and VCT fund managers would invest if they needed more money in the foreseeable future. Will be interesting to see if any of them declare their holdings.

Less than 5% stock traded with strong holders Quidos, Octopus, PC Brokers and EIS holders and some high net worths who are unlikely to sell. DYOR

Well done Dunk Biscuit. Some of your suggestions covered and interesting new ones re coving and skirting boards stopping damp and mould.

I have found this report on-line for Under Floor Heating https://www.marketsandmarkets.com/Market-Reports/underfloor-heating-market-167464533.html

Very big numbers for UFH and that is before the switch from traditional boilers and I think the only alternatives are Ground Source Heat Pumps or Air Source Heat Pumps. DYOR