Member Info for Zebedee

I’m surprised keep-it-real, you sounded so positive previously.

I believe that our expectations shape our reality.

My expectation is that Dr Stephen Hodge (New CEO) and his team will successfully implement the well documented recovery plan.

What does “take a punt” really mean?

The phrase "worth a punt" is British slang for "it's worth trying." It comes from the word "punt," which can mean to gamble or to take a chance on something. So, when someone says that something is "worth a punt," they are saying that it is worth taking a chance on, even if there is a risk involved.

Still high risk so definitely not for the faint-hearted or anyone who can't afford to lose. I think the risk is less now that Stephen Hodge is CEO. He has his academic and to some extent business reputation to think about. He will be solid. I'm thinking long term so would hope to see SP improve by factor of ten within a couple of years. I have been buying in small amounts over the last month and hope to have low enough average to make this worthwhile. By the way:

Tata Steel, India's largest steelmaker, is investing US$160 million over the next three to four years in developing new materials technologies. The company is focusing on graphene, a material that is stronger than steel and can be recycled like plastic. Tata Steel is already a leading global producer of graphene-enriched products.

The investment in new materials technology is part of Tata Steel's strategy to "enter materials beyond steel." The company sees graphene as a key enabler of this strategy, as it can be used to create a wide range of new products with improved properties. For example, graphene can be used to make lighter and stronger cars, more efficient batteries, and more durable electronics.

Tata Steel is not the only company investing in graphene. Other major players in the materials industry, such as BASF and Samsung, are also developing graphene-based products. This suggests that graphene has the potential to be a major disruptive technology in the coming years.

In addition to graphene, Tata Steel is also investing in other new materials technologies, such as carbon fiber and composites. These materials are also lighter and stronger than steel, and they can be used to create a wide range of new products.

Tata Steel's investment in new materials technology is a sign that the company is looking to the future. The company believes that new materials will be essential for meeting the challenges of the 21st century, such as climate change and resource scarcity. By investing in new materials technology, Tata Steel is positioning itself to be a leader in this emerging field.

If I were Stephen Hodge I would want to make friends with Tata. He is the man to do it.

Yes, think so.

I was talking elsewhere about two items I read:

The two articles you shared are both about the future of electric vehicle (EV) batteries. The first article discusses the different types of graphene-based battery technologies that are being developed, and the second article reports on Tata's plans to build a new EV battery plant in the UK.

There are several possible connections between these two articles. First, Tata's new battery plant is likely to produce graphene-based batteries. Graphene is a promising material for EV batteries because it can offer a number of advantages over traditional lithium-ion batteries, such as increased energy density, faster charging, and longer lifespan.

Second, the timing of Tata's announcement is significant. The article you shared from Top Charger states that graphene lithium-ion EV batteries are 1-2 years away from being commercially available. This means that Tata's new battery plant is likely to be producing graphene-based batteries just in time for them to be adopted by the automotive industry.

Finally, the location of Tata's new battery plant is also significant. The UK is a major player in the global automotive industry, and the government has been investing heavily in EV technology. This makes the UK an ideal location for Tata to build its new battery plant.

Overall, the two articles you shared suggest that graphene-based EV batteries are nearing commercialization. Tata's new battery plant is a major step forward in the development of this technology, and it is likely to help to accelerate the adoption of EVs in the UK and around the world.

Here are some additional thoughts on the possible connections between the two articles:

Tata's decision to build a new battery plant in the UK could be seen as a vote of confidence in the future of graphene-based EV batteries. The company is investing heavily in this technology, which suggests that it believes graphene-based batteries have the potential to revolutionize the automotive industry.

The UK government's investment in EV technology could also be seen as a factor in Tata's decision to build a new battery plant in the UK. The government's support for EV technology creates a favorable environment for businesses like Tata to invest in this sector.

The timing of Tata's announcement is also significant. The company announced its plans to build a new battery plant just a few days after the release of the Top Charger article, which suggests that Tata may have been influenced by the article's findings.

Overall, the two articles you shared suggest that graphene-based EV batteries are nearing commercialization and that the UK is poised to be a major player in this market.

As we all know:

Diane Savory, non-executive chair of Versarien, said: "I am very pleased that we are announcing the appointment of Stephen Hodge as Versarien's CEO.

"Stephen has been with Versarien for the past six years during which time he has been instrumental in the development of the Company's advanced materials technology and progressing our commercial relationships.

"I believe he is ideally placed to lead the Company as we continue to progress our turnaround strategy and focus on the development and commercialisation of Cementene and Graphene-Wear.

Stephen will know that there are other opportunities too. For example, India's Tata has just chosen the UK for $5 bln Jaguar Land Rover gigafactory. More about this later.

Is Tata interested in graphene? Yes:

Tata Steel has been active in the field of graphene R&D for many years, with work that ranges from steel-related projects back in 2014, through releasing a graphene-based product range - the Tiscon Superlinks+ graphene-coated stirrups in 2017, to ongoing development and commercialization work. Tata Steel offers several graphene and related materials, such as a unique few-layer reduced graphene oxide (rGO) film and twisted multi-layer graphene on nickel foil.

Is the UK interested in funding graphene R&D? Yes:

Launched in April 2018, UK Research and Innovation (UKRI) is a non-departmental public body sponsored by the Department for Science, Innovation and Technology (DSIT). Their Graphene and carbon nanotechnology research support focuses on the synthesis, characterisation and theoretical understanding of graphene, carbon nanotubes and other carbon-based nanomaterials. Partners involved include the Engineering and Physical Sciences Research Council (EPSRC).

Is graphene of strategic importance to the UK?

Does a tightly run Versarien have a future?

Polo has 27.80% equity interest in GCM, which is currently rocketing

Info here: http://www.poloresources.com/Investments_GCM.htm

Very interested in what is happening with GCM. Polo has 27.80% equity interest in GCM. Polo offers exposure to GCM with less risk due to Polo's diversified portfolio. Price jumped and there is a lot of activity on that GCM board. As a result of price jump board stated: "GCM Resources' board has noted the recent rise in the company's share price and says it is not aware of any disclosable price sensitive information which has not already been made public." What is it that is not disclosable? If GCM takes off we do well here. If Tang sells GCM we do well here. Win, win as I see it

Why the rise: http://sharedealing.nandp.co.uk/charts/POL/Polo-Resources-Limited-chart

I'm watching RRL right now. Hope for same here.

Time to pay attention I think.

Hello. SEY looking good but why?

Have been in here for a long time and got out yesterday at just over 37p with a small profit having averaged down on several occasions. Didn’t take the offer because I might only get 38p on a fraction of my holding and much less for the remainder after the offer closes. I was also influenced by the recent sell recommendation in one of the newspapers. In addition, I would be concerned that the share price (sp) may be driven down when those who have built large stakes start dumping shares that are now useless to them. However, I’m convinced the licence problem will suddenly vanish now that the Ukrainians have control. The sp may spike when the licence issue is resolved but I would be concerned that it would only be a spike. In the long term the RPT share price may drop because low volumes will be traded on AIM. I once held shares in a similar company that was controlled by a majority share holder and it became almost impossible to sell them. In summary, there may be a spike in the sp when the licence issue is resolved but I can’t see why anyone else would want RPT shares once a majority share holder has tight control.

Regal Petroleum, the Aim-quoted oil and gas company, has been taken over by one of Ukraine's largest business conglomerates. The takeover ends a long-running battle for control of Regal, whose share price plunged after the company had to suspend production following a dispute with the Ukraine government's environment agency. Denis Rudev, a director at Energees who will become an executive director at Regal, said the deal represented an opportunity to invest in Ukraine's growing hydrocarbon market. "There are two midterm success factors for Regal: the licence issues, dealing with production and employing the right operations people ... it will be an effort but we are confident we can resolve them both," he said. In June 2010, Regal produced an average of 2,377 barrels of oil equivalent a day, according to the latest company results. Energees is the oil and gas subsidiary of the Smart Group, which has interests in real estate, media, retail, metals and mining in Ukraine. The company affirmed Regal will keep its London listing. Mr Rudev said a new chief executive, Alexey Timofeev, would be appointed although the existing Regal board would be retained for the time being. Alexey Pertin, a director of Energees and chief executive of its parent Smart Holding, recently said that acquiring Regal would further the group's goal of becoming the largest diversified natural resources holding company in Ukraine. The deal comes more than 18 months after TNK-BP made an offer of about 50p a share for Regal, which was rejected as too low.

http://www.investegate.co.uk/Article.aspx?id=201101171139205826Z Mr. Bobyshev is employed by Investohills Enterprises Ltd. as an advisor for M&A turnaround projects

You have just said what I believe myself ...kalahari was just what got investors excited and now that episode is closed, i don't see what else can keep EML interesting... I held these for a long time and will get the special dividend, which is ok. FortunatelyI I sold just before my last post becaue I think the sp will keep falling for a very long time. I have held on to similar shares in the past and deeply regreted it. If EML had held on to kalahari it would be worth no more than it was at the start of the year. Kalahari is gone, so EML is worth very little.

Zero is the value of EML now. Syntaxity has based his calculation on an inflated share price, people bought in to get the dividend thus pushing the price up. At the start of the year EML was worth about 6p per shares. Before selling the remaining Kalahari shares EML was probably only worth 7.13p i.e. 1.13p up on February this year. The dividend is 7.13p, so in my view the shares are worth nothing.

The one analyst offering a 12 month price target expects Mercator Gold Plc (MCR:LSE) share price to rise to 99.70 in the next year from the last price of 2.75. http://markets.ft.com/ft/tearsheets/analysis.asp?s=MCR:LSE

Could not see the wood for the trees, it was right in front of me, thought the info was in one of those pdf documents. Would be good if MCR put that research report on their site. Well done

Have no problem paying £10 for a report as long as I buy the right one.

Same question as novice_investor, did you pay for the report, is it the top one on your link.