mining786
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Contact the PP Team
Buying shares?
- Thread starter DeadlyVenom
- Start date
We're all still learning. You might not learn what to do but you'll definitely learn what not to do by observing us lot
mining786
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If you check the older posts on this thread. Go back to 2010/2011 and Find posts by pia786 that chap has written some good stuff about what it takes to get started and how to go about things if you are a beginner. He has also recommended books you could read etc.
Majestic_Inzi
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http://www.proactiveinvestors.co.uk...zanian-drilling-hits-boost-shares-167562.html
Shares in Armadale Capital PLC (LON:ACP) jumped 12% to 3.5p after drilling at the company’s Mahenge Liandu project in Tanzania hit a thick graphite deposit with a typical width of between 40 and 60 metres.
Thick intervals of mineralisation were intersected from four drill lines, including 12 reverse circulation holes across two kilometres of strike length.
Mineralisation typically commences near surface, the company said.
What’s more, the early signs are that the graphite mineralisation will turn out to be the most favoured coarse flake type, and of high grade.
The drilling is along strike from a previously announced hit of 60 metres at 10.7% Total Graphite Carbon (‘TGC’).
Armadale also said that preliminary modelling has indicated a potentially substantial sized graphite resource.
Separately, the company announced the appointment of Nicholas Johansen to the board, an Australian lawyer.
Shares in Armadale Capital PLC (LON:ACP) jumped 12% to 3.5p after drilling at the company’s Mahenge Liandu project in Tanzania hit a thick graphite deposit with a typical width of between 40 and 60 metres.
Thick intervals of mineralisation were intersected from four drill lines, including 12 reverse circulation holes across two kilometres of strike length.
Mineralisation typically commences near surface, the company said.
What’s more, the early signs are that the graphite mineralisation will turn out to be the most favoured coarse flake type, and of high grade.
The drilling is along strike from a previously announced hit of 60 metres at 10.7% Total Graphite Carbon (‘TGC’).
Armadale also said that preliminary modelling has indicated a potentially substantial sized graphite resource.
Separately, the company announced the appointment of Nicholas Johansen to the board, an Australian lawyer.
Majestic_Inzi
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todays rns, its high grade and substantial resource
ACP wasn't impressed with the rampiness of the statement. Any statement which treats investors as though they are thick is a bit offputting i.e telling them it's 'positive'. You have to question what their target audience is and this looks like a rampy promotional RNS prior to a fundraise. For all the talk of 'nearology' Kibaran has hardly been a stunning performer over the last three years which is at odds with the supposed great growth characteristics of the graphite market and their own project.
World class is a quite vague statement and gets bandied about far too easily. Would prefer promoters all talk about it being world class once proved up!
ACP seems to have a Mkt Cap of £7m and is being compared to Kibaran (A$50m c. £25m) which actually has a proven resource. I would suspect much of the gap in the supposed valuation discrepancy will be made up in share issuance rather than share price performance.
Taking a quick look at the Interims I see even before they started spending money on this exporation phase they were burning about £600k a year but did a financing of £800k in June. I'd guess that is going to run out soon which partly explains some of the ramping.
Will keep an eye on it for now as any near surface high grade resource could be interesting. 10% TGC does sound quite good. If price of graphite is $1500 / tonne and they can dig up a tonne of rock for $30 per tonne ? then process it to liberate the graphite they have potential for decent margin $150 / tonne - $30 / tonne = $120 / tonne ? The problem as mentioned above tends to be with variability of graphite grade and processing (STGR) which may make that not so simple and actual margins to differ markedly.
World class is a quite vague statement and gets bandied about far too easily. Would prefer promoters all talk about it being world class once proved up!
ACP seems to have a Mkt Cap of £7m and is being compared to Kibaran (A$50m c. £25m) which actually has a proven resource. I would suspect much of the gap in the supposed valuation discrepancy will be made up in share issuance rather than share price performance.
Taking a quick look at the Interims I see even before they started spending money on this exporation phase they were burning about £600k a year but did a financing of £800k in June. I'd guess that is going to run out soon which partly explains some of the ramping.
Will keep an eye on it for now as any near surface high grade resource could be interesting. 10% TGC does sound quite good. If price of graphite is $1500 / tonne and they can dig up a tonne of rock for $30 per tonne ? then process it to liberate the graphite they have potential for decent margin $150 / tonne - $30 / tonne = $120 / tonne ? The problem as mentioned above tends to be with variability of graphite grade and processing (STGR) which may make that not so simple and actual margins to differ markedly.
Majestic_Inzi
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acp are a year behind kibaran, their sp was 3 cents. You maybe right about funding but at the moment they are trying to prove resource. Doesnt cost much to explore for graphite.
If it is substantial like they claim this can be massive, notice new director joined who is lawyer.
If it is substantial like they claim this can be massive, notice new director joined who is lawyer.
I don't think being a City lawyer is that big a deal (apologies to all my friends who are City lawyers) http://www.legalcheek.com/2015/04/5...ng-a-city-lawyer-that-nobody-tells-you-about/
This is terrible :- "Doesnt cost much to explore for graphite." i.e. there is no moat to this 'business'
Like being 'unique' :- if your business model is 'unique' it probably means nobody else could make a go of it due to there being lack of any real demand for the product/service not that you are brilliant and have a great model
You say ACP are a 'year behind Kibaran' but a year ago Kibaran was about 20c and a year on it's 20c
This is terrible :- "Doesnt cost much to explore for graphite." i.e. there is no moat to this 'business'
Like being 'unique' :- if your business model is 'unique' it probably means nobody else could make a go of it due to there being lack of any real demand for the product/service not that you are brilliant and have a great model
You say ACP are a 'year behind Kibaran' but a year ago Kibaran was about 20c and a year on it's 20c
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Majestic_Inzi
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Well.. Just keep an eye on acp it may just surprise you. I agree aim shares are crap considering vast majority fail.
Acp today stated that first assay results will be received later in q4, with an initial jorc resource by end of q4 2016.
Well, not long then considering we near the end of 2016....
Acp today stated that first assay results will be received later in q4, with an initial jorc resource by end of q4 2016.
Well, not long then considering we near the end of 2016....
proud_pakistani
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ACP wasn't impressed with the rampiness of the statement. Any statement which treats investors as though they are thick is a bit offputting i.e telling them it's 'positive'. You have to question what their target audience is and this looks like a rampy promotional RNS prior to a fundraise. For all the talk of 'nearology' Kibaran has hardly been a stunning performer over the last three years which is at odds with the supposed great growth characteristics of the graphite market and their own project.
World class is a quite vague statement and gets bandied about far too easily. Would prefer promoters all talk about it being world class once proved up!
ACP seems to have a Mkt Cap of £7m and is being compared to Kibaran (A$50m c. £25m) which actually has a proven resource. I would suspect much of the gap in the supposed valuation discrepancy will be made up in share issuance rather than share price performance.
Taking a quick look at the Interims I see even before they started spending money on this exporation phase they were burning about £600k a year but did a financing of £800k in June. I'd guess that is going to run out soon which partly explains some of the ramping.
Will keep an eye on it for now as any near surface high grade resource could be interesting. 10% TGC does sound quite good. If price of graphite is $1500 / tonne and they can dig up a tonne of rock for $30 per tonne ? then process it to liberate the graphite they have potential for decent margin $150 / tonne - $30 / tonne = $120 / tonne ? The problem as mentioned above tends to be with variability of graphite grade and processing (STGR) which may make that not so simple and actual margins to differ markedly.
Are these commodities or what?
“This particular technology that we’re working on and are using for Fisker Nanotech is a hybrid,” Kavanaugh told Business Insider. “We have been able to take the best of what supercapacitors can do and the best of what batteries can do and are calling it a super battery.”
Fisker refers to the company’s new battery tech as a breakthrough.
“Our battery technology is so much better than anything out there,” Fisker told Business Insider. “Our battery technology is the first battery technology that has taken the major leap, the next big step.”
UCLA researchers like Maher El-Kady and Richard Kaner hold several patent applications related to graphene supercapacitors. Both Kaner and El-Kady work for Nanotech Energy.
Kavanaugh said prototypes of the “super battery” have already been made, with new versions of the prototype coming in a few weeks. He said the plant intended to actually produce the battery would most likely open in January and in northern California.
It’s worth noting that Tesla CEO Elon Musk actually came to Silicon Valley to earn a Ph.D. working on supercapacitors, and he has been on record saying that supercapacitors, not batteries, will be the big breakthrough for electric vehicles.
http://www.businessinsider.com.au/h...tionary-battery-tech-for-electric-car-2016-10
Fisker refers to the company’s new battery tech as a breakthrough.
“Our battery technology is so much better than anything out there,” Fisker told Business Insider. “Our battery technology is the first battery technology that has taken the major leap, the next big step.”
UCLA researchers like Maher El-Kady and Richard Kaner hold several patent applications related to graphene supercapacitors. Both Kaner and El-Kady work for Nanotech Energy.
Kavanaugh said prototypes of the “super battery” have already been made, with new versions of the prototype coming in a few weeks. He said the plant intended to actually produce the battery would most likely open in January and in northern California.
It’s worth noting that Tesla CEO Elon Musk actually came to Silicon Valley to earn a Ph.D. working on supercapacitors, and he has been on record saying that supercapacitors, not batteries, will be the big breakthrough for electric vehicles.
http://www.businessinsider.com.au/h...tionary-battery-tech-for-electric-car-2016-10
Tom Winnifrith reminisces about missing 1000 bagger ASOS and asks whether any UK stock will ever match that. Of this selection I like the blue sky stories of SCLP and AVCT
http://www.shareprophets.com/views/...s-in-terms-of-share-price-gain-and-if-so-what
Nigel Somerville writes: Yikes - another ASOS! Don’t laugh: I had some at around 5p, sold for a few %. I’m going for AIM-listed Scancell (SCLP) despite looking foolish for nearly two years on it. It is working on two platforms (each triggering differing immune responses), adaptable to attack different cancers. We await the phase I/II clinical trial report on its first product (for skin cancer) shortly.
A decent big pharma deal is needed to prove the business model. Meanwhile it is cashburn on research and clinical work. High risk, high reward.
Malcolm Stacey: writes: This is a tough task as there seems little value out there these days. But out of my current bag of shares, I would like to suggest Avacta (AVCT). Anyone who has a pet will know how astronomical vets’ charges are these days, and animal drugs are lapped up ( so to speak) by owners who’ll pay more to keep their pets healthy than their own grannies. But apart from doing drugs for pets, Avacta is also researching thingies called affimers, which are a substitute for antibodies., If this interesting line of attack becomes really effective and popular, the shares should rocket.
http://www.shareprophets.com/views/...s-in-terms-of-share-price-gain-and-if-so-what
Nigel Somerville writes: Yikes - another ASOS! Don’t laugh: I had some at around 5p, sold for a few %. I’m going for AIM-listed Scancell (SCLP) despite looking foolish for nearly two years on it. It is working on two platforms (each triggering differing immune responses), adaptable to attack different cancers. We await the phase I/II clinical trial report on its first product (for skin cancer) shortly.
A decent big pharma deal is needed to prove the business model. Meanwhile it is cashburn on research and clinical work. High risk, high reward.
Malcolm Stacey: writes: This is a tough task as there seems little value out there these days. But out of my current bag of shares, I would like to suggest Avacta (AVCT). Anyone who has a pet will know how astronomical vets’ charges are these days, and animal drugs are lapped up ( so to speak) by owners who’ll pay more to keep their pets healthy than their own grannies. But apart from doing drugs for pets, Avacta is also researching thingies called affimers, which are a substitute for antibodies., If this interesting line of attack becomes really effective and popular, the shares should rocket.
Think the real lesson of ASOS was that it was a late starter which flourished after the dot com crash. Think there may be some small cap commodities stocks which could turn out to be 100 baggers from the lows. There is huge operating leverage in some companies. e.g. ASA recently traded as low as 0.4p and could easily trade at 40p over the next few years if everything goes its way. That would imply a Market Cap of almost £700m. So working backwards what needs to happen to enable such a Market Cap ?
Mining companies tend to trade on low multiples so let's assume it needs to be earning £233m cashflow a year to justify a £700m Market Cap. Could it conceivably earn £233m a year ?
ASA has two main divisions a Nickel operation producing 8.5k tonnes p.a. and a Gold operation with production capability of c100k oz p.a.
Assuming it's AISC for Nickel and Gold are $5000/tonne and $1000/oz ASA would require Nickel prices of about $25,000/tonne and Gold prices of about $2400/oz (i.e. requiring Nickel price to rise c.150% and Gold price to rise about 100%)
Illustrates the leverage in their model. Commodity price rises of 100% could lead to share price performance of c.2000%
Mining companies tend to trade on low multiples so let's assume it needs to be earning £233m cashflow a year to justify a £700m Market Cap. Could it conceivably earn £233m a year ?
ASA has two main divisions a Nickel operation producing 8.5k tonnes p.a. and a Gold operation with production capability of c100k oz p.a.
Assuming it's AISC for Nickel and Gold are $5000/tonne and $1000/oz ASA would require Nickel prices of about $25,000/tonne and Gold prices of about $2400/oz (i.e. requiring Nickel price to rise c.150% and Gold price to rise about 100%)
Illustrates the leverage in their model. Commodity price rises of 100% could lead to share price performance of c.2000%
Tech IPR stocks are usually good hunting grounds because a small company can leverage the distributions channels of bigger companies to get their IP global quickly. e.g. in recent times ARM, CSR, WLF benefitted from their chip designs being licensed by global chip companies like Intel or in big products like Apple ipods/iphones
Do hope that CPX could tap into that sort of route to success now it has Murata and AVX licensing and selling their tech. Addition of Global auto companies would give serious confidence in this strategy.
Do hope that CPX could tap into that sort of route to success now it has Murata and AVX licensing and selling their tech. Addition of Global auto companies would give serious confidence in this strategy.
Some stocks I would keep on watch. Potentially interesting blue sky stories but have queered their pitch in short term with poor financing choices. Once overhangs clear could have capacity to move strongly higher.
PREM - Could spin out Zulu Lithium got Lenigas acting as 'consultant'
VAST - Could re--open nicely named 'Giant' Zimbabwean gold mine
KEFI - could start mining of gold in Ethiopia w
I like VAST chart set up best but PREM has the coolest story as Lithium fad is hot with investors right now
KEFI - looking dead for a while now. Ethiopia a mess and there's going to be a Death Cross. V poor technicals
PREM - looking better, double bottom in short term and MACD looks due to go positive soon
VAST - massive volume shows overhang clearing at artificially low level but technicals not too damaged
PREM talking a good game here... and looks like they could deliver soon with technicals starting to look favourable for a big move
This has turned me a buyer.
Pilbara Minerals is a A$500m company
George Roach, Premier's CEO, commented:
"These interim results are extremely encouraging and support the company's view that Zulu has the potential to be one of the best hard rock lithium projects today. The tantalum grades are even more significant when compared to the bell-weather Pilgangoora Lithium-Tantalum deposit, which is currently being developed in Australia by Pilbara Minerals Ltd and has reported generally lower tantalum grades than the current Zulu results received to date in their latest reserve statement in August 2016. Pilbara Minerals report that their Proved and Probable Ore Reserve are 69.8 million tonnes grading 1.26% Li2O (Spodumene) and 132ppm Ta2O5. We eagerly await the lithium assays from the South African labs."
http://www.investegate.co.uk/premie...amond-drilling-programme/201610210900031646N/
This has turned me a buyer.
Pilbara Minerals is a A$500m company
George Roach, Premier's CEO, commented:
"These interim results are extremely encouraging and support the company's view that Zulu has the potential to be one of the best hard rock lithium projects today. The tantalum grades are even more significant when compared to the bell-weather Pilgangoora Lithium-Tantalum deposit, which is currently being developed in Australia by Pilbara Minerals Ltd and has reported generally lower tantalum grades than the current Zulu results received to date in their latest reserve statement in August 2016. Pilbara Minerals report that their Proved and Probable Ore Reserve are 69.8 million tonnes grading 1.26% Li2O (Spodumene) and 132ppm Ta2O5. We eagerly await the lithium assays from the South African labs."
http://www.investegate.co.uk/premie...amond-drilling-programme/201610210900031646N/
PREM definite potential for a serious re-rate occurring with confluence of fundamental drilling data, technicals and momentum from Zulu listing / newsflow. When these things come together there is potential for bags.
This is from September
"We believe that the potential scale and size of Zulu is analogue to other world-class spodumene/pegmatite deposits hence we believe that Zulu has the potential to be a company making asset. Premier will also progress its review of strategic options for the development of Zulu and the options for unlocking value for the Company and its shareholders, including possible strategic partnerships and / or the possibility of a separate listing for Zulu Lithium. I am also pleased that Zulu has agreed a consultancy agreement with Mr. David Lenigas to access his accumulated knowledge and experience in the junior resources lithium sector, in which he was an early investor, and in particular to assist in identifying potential partners for Zulu Lithium. I look forward to providing a further update on our strategic review as it progresses."
So basically they think Zulu has 'world-class' potential and Comparing themselves to A$500m Pilbara Minerals and taking considering action to 'unlock the value'
This is from September
"We believe that the potential scale and size of Zulu is analogue to other world-class spodumene/pegmatite deposits hence we believe that Zulu has the potential to be a company making asset. Premier will also progress its review of strategic options for the development of Zulu and the options for unlocking value for the Company and its shareholders, including possible strategic partnerships and / or the possibility of a separate listing for Zulu Lithium. I am also pleased that Zulu has agreed a consultancy agreement with Mr. David Lenigas to access his accumulated knowledge and experience in the junior resources lithium sector, in which he was an early investor, and in particular to assist in identifying potential partners for Zulu Lithium. I look forward to providing a further update on our strategic review as it progresses."
So basically they think Zulu has 'world-class' potential and Comparing themselves to A$500m Pilbara Minerals and taking considering action to 'unlock the value'
Only 5-10% of mining companies have anything in the ground but you can buy 100 baggers from here - Doug Casey
By Tom Winnifrith | Friday 21 October 2016
<iframe width="560" height="315" src="https://www.youtube.com/embed/OkY7oFvurds" frameborder="0" allowfullscreen></iframe>
By Tom Winnifrith | Friday 21 October 2016
<iframe width="560" height="315" src="https://www.youtube.com/embed/OkY7oFvurds" frameborder="0" allowfullscreen></iframe>
marlonbrowndo
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PREM seen a few videos now of George Roach. He doesn't come across very impressively. However I do think he has by hook or by crook picked up some good assets. The current interest seems to be around PREM's stake in Circum which has apparently appointed Morgan Stanley as advisers prior to a 'liquidity event' either IPO or trade sale. PREM own 2% of something supposedly worth $2bn NPV. I would guess if it is a decent asset they could sell it now in a trade sale at $200-400m? which might net PREM a cash return of $4-8m within next year or so. That would address some of their cash needs to fund other parts of business. The other potential catalyst is relating to Zulu Lithium either a separate listing or drill results/resource upgrade. That could be far more significant because if they are comparing it to Pilbara's lithium desposit you're then comparing a £10m AIM company with a A$500m ASX company and it will be an easy story for investors to get behind.
CPX good to see competition. Hate unique companies.
http://www.economist.com/news/scien...-electricity-storage-more-oomph-manufacturing
Initially, it produced a limited number of ultracapacitors for motor racing, where they are used in kinetic-energy recovery systems (KERS) that recycle energy which would otherwise be lost as heat during braking and turn it into electricity to assist acceleration. Another early customer was the European Space Agency. It uses ultracapacitors to handle peak-power demand in its satellites, such when they are moving the arms of their solar panels. Not only are ultracapacitors more efficient than lithium-ion batteries at harvesting energy from solar panels, they are also lighter, smaller and have a longer life—up to 1m cycles of charging and discharging, according to Mr Madiberk. A lithium-ion battery fades after about 1,000 cycles.
Back on Earth, the company is now working with vehicle-makers. Adgero, a French firm, is using Skeleton’s devices to fit KERS to diesel-powered lorries. Adgero’s system, which it claims provides fuel savings of 25%, is being tested by operators including Eddie Stobart and Fraikin, two large British trucking companies. Similar arrangements would work well on trains, and also on dockside cranes, providing spurts of power when goods need to be lifted and recovering energy when they are lowered again.
http://www.economist.com/news/scien...-electricity-storage-more-oomph-manufacturing
Initially, it produced a limited number of ultracapacitors for motor racing, where they are used in kinetic-energy recovery systems (KERS) that recycle energy which would otherwise be lost as heat during braking and turn it into electricity to assist acceleration. Another early customer was the European Space Agency. It uses ultracapacitors to handle peak-power demand in its satellites, such when they are moving the arms of their solar panels. Not only are ultracapacitors more efficient than lithium-ion batteries at harvesting energy from solar panels, they are also lighter, smaller and have a longer life—up to 1m cycles of charging and discharging, according to Mr Madiberk. A lithium-ion battery fades after about 1,000 cycles.
Back on Earth, the company is now working with vehicle-makers. Adgero, a French firm, is using Skeleton’s devices to fit KERS to diesel-powered lorries. Adgero’s system, which it claims provides fuel savings of 25%, is being tested by operators including Eddie Stobart and Fraikin, two large British trucking companies. Similar arrangements would work well on trains, and also on dockside cranes, providing spurts of power when goods need to be lifted and recovering energy when they are lowered again.
VRS Versarien looks an interesting company, had given it a miss as previously seemed more hype than substance but it looks like the substance v hype ratio has switched favourably with stock at lows whilst collabs with decent partners
http://www.investegate.co.uk/versar...ed-battery-collaboration/201604200713457406V/
In the field of batteries, conventional battery electrode materials can be significantly improved when enhanced with graphene. The use of graphene can allow the production of batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times. In addition, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles.
Neill Ricketts, CEO of Versairen plc commented, "We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life. The expertise in this field cultivated at WMG, University of Warwick, is second to none and the opportunity to be working alongside them is very exciting for Versarien as we look to maintain our position as one of the leading international experts in graphene production and its applications. We anticipate that the MOU will enable us to collaborate on a number of projects with WMG."
http://www.investegate.co.uk/versar...ed-battery-collaboration/201604200713457406V/
In the field of batteries, conventional battery electrode materials can be significantly improved when enhanced with graphene. The use of graphene can allow the production of batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times. In addition, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles.
Neill Ricketts, CEO of Versairen plc commented, "We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life. The expertise in this field cultivated at WMG, University of Warwick, is second to none and the opportunity to be working alongside them is very exciting for Versarien as we look to maintain our position as one of the leading international experts in graphene production and its applications. We anticipate that the MOU will enable us to collaborate on a number of projects with WMG."
VRS - starting to move
Graphene is going to be a huge growth sector and this Company which looks to have a lot of validation for it's positioning is only valued at c.£10m, claims to have made transformational acquisition and is due to hold an Investor Day in a few weeks. Looks like it's gearing up for a move.
Versarien plc
("Versarien" or the "Company" or the "Group")
Investor Event
Versarien plc (AIM:VRS), the advanced materials group, is pleased to announce that it will be hosting a site visit to its newly acquired facility at AAC Cyroma in Banbury, Oxfordshire, for private investors on 9 of November 2016 between 9am and 11am.
Investors and shareholders should register their interest in attending this event at https://www.eventbrite.co.uk/e/versarien-investor-meeting-tickets-28652122269
Graphene is going to be a huge growth sector and this Company which looks to have a lot of validation for it's positioning is only valued at c.£10m, claims to have made transformational acquisition and is due to hold an Investor Day in a few weeks. Looks like it's gearing up for a move.
Versarien plc
("Versarien" or the "Company" or the "Group")
Investor Event
Versarien plc (AIM:VRS), the advanced materials group, is pleased to announce that it will be hosting a site visit to its newly acquired facility at AAC Cyroma in Banbury, Oxfordshire, for private investors on 9 of November 2016 between 9am and 11am.
Investors and shareholders should register their interest in attending this event at https://www.eventbrite.co.uk/e/versarien-investor-meeting-tickets-28652122269
VRS - looking really good, setting up nicely ahead of the Investor Day
PREM - been a bit weak (probably due to short term financing issues), pretty convinced on medium term story so added slightly more today
VAST - would buy some if I had spare cash right now as chart basing nicely despite recent short term financing issues
PREM - been a bit weak (probably due to short term financing issues), pretty convinced on medium term story so added slightly more today
VAST - would buy some if I had spare cash right now as chart basing nicely despite recent short term financing issues
Majestic_Inzi
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Wonderful news from acp again today, up 24%.
This will start moving quicker now..
This will start moving quicker now..
ACP I expect any enthusiasm will be used to tap investors for cash. They have had placings every 3 months by the looks of things so the next one is quite overdue. The actual news in todays RNS was limited but lots of promotional talk about other companies who have slightly higher market caps but significantly more advanced and bigger resources.
VRS - will be interested to see if this news see the stock break out above the 12p ish resistance level. The markers and validation of VRS more important than actual money. Partnerships with major multinationals and recognition by research funding institutions.
New Healthcare Graphene Project
Versarien plc (AIM:VRS) ("Versarien" or the "Company"), the advanced materials group, is pleased to announce the participation of the Company's subsidiary, 2-DTech Ltd, in a new project funded by the EPSRC (Engineering and Physical Sciences Research Council).
The project "2D Materials for Next Generation Healthcare Technologies" (2D-Health) aims to further explore how graphene can improve major health challenges, such as cancer, diabetes and dementia, utilising £5.2m of funding from the EPSRC over the next 5 years. Partners in the project, in addition to 2-DTech, include four major healthcare multinationals and laboratories from across the University of Manchester, spanning physics, chemistry, pharmacy and medicine research.
2D-Health is one of four major research grants awarded as part of the EPSRC Healthcare Technologies scheme, that will develop new technologies to address the health issues of an aging UK population. 2D-Health will aim to utilise the unique properties offered by graphene to develop innovative solutions for specific unmet clinical needs, particularly in wound care and management (relevant to diabetes), tissue rehabilitation by electrical stimulation (relevant to dementia), cell therapeutics (relevant to cardiovascular disease), and immunotherapeutics (relevant to cancer).
Neill Ricketts, CEO of Versarien, commented: "We are very pleased to be participating in our first graphene project in the biomedical area. Whilst the use of graphene in biomedical applications is at an early stage, the potential to create truly life changing products is enormous. This is another example of us working closely with the University of Manchester and the significant funding being provided by the EPSRC demonstrates the importance they attach to the potential of graphene. Whilst we remain focussed on core technologies and applications for graphene, particularly carbon fibre, we will continue to take advantage of funded longer term opportunities."
http://www.investegate.co.uk/versar...lthcare-graphene-project/201610270700095664N/
New Healthcare Graphene Project
Versarien plc (AIM:VRS) ("Versarien" or the "Company"), the advanced materials group, is pleased to announce the participation of the Company's subsidiary, 2-DTech Ltd, in a new project funded by the EPSRC (Engineering and Physical Sciences Research Council).
The project "2D Materials for Next Generation Healthcare Technologies" (2D-Health) aims to further explore how graphene can improve major health challenges, such as cancer, diabetes and dementia, utilising £5.2m of funding from the EPSRC over the next 5 years. Partners in the project, in addition to 2-DTech, include four major healthcare multinationals and laboratories from across the University of Manchester, spanning physics, chemistry, pharmacy and medicine research.
2D-Health is one of four major research grants awarded as part of the EPSRC Healthcare Technologies scheme, that will develop new technologies to address the health issues of an aging UK population. 2D-Health will aim to utilise the unique properties offered by graphene to develop innovative solutions for specific unmet clinical needs, particularly in wound care and management (relevant to diabetes), tissue rehabilitation by electrical stimulation (relevant to dementia), cell therapeutics (relevant to cardiovascular disease), and immunotherapeutics (relevant to cancer).
Neill Ricketts, CEO of Versarien, commented: "We are very pleased to be participating in our first graphene project in the biomedical area. Whilst the use of graphene in biomedical applications is at an early stage, the potential to create truly life changing products is enormous. This is another example of us working closely with the University of Manchester and the significant funding being provided by the EPSRC demonstrates the importance they attach to the potential of graphene. Whilst we remain focussed on core technologies and applications for graphene, particularly carbon fibre, we will continue to take advantage of funded longer term opportunities."
http://www.investegate.co.uk/versar...lthcare-graphene-project/201610270700095664N/
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VRS - starting to move
Graphene is going to be a huge growth sector and this Company which looks to have a lot of validation for it's positioning is only valued at c.£10m, claims to have made transformational acquisition and is due to hold an Investor Day in a few weeks. Looks like it's gearing up for a move.
Versarien plc
("Versarien" or the "Company" or the "Group")
Investor Event
Versarien plc (AIM:VRS), the advanced materials group, is pleased to announce that it will be hosting a site visit to its newly acquired facility at AAC Cyroma in Banbury, Oxfordshire, for private investors on 9 of November 2016 between 9am and 11am.
Investors and shareholders should register their interest in attending this event at https://www.eventbrite.co.uk/e/versarien-investor-meeting-tickets-28652122269
Expected better reaction to todays news than this. A Bearish engulfing candle is usually regarded as v bearish sign. Only positive from it is it's on lower volume than the previous day. I'm getting more conviction on fundamentals with VRS so see technicals as more important with regards to trading into it over longer term and not as outright buy/sell indicators in and of themselves.
VAL new Corporate Video out today
CORPORATE VIDEO RE CLINICAL STATUS Q4, 2016
London, UK., 28 October 2016: ValiRx Plc (AIM: VAL), a life science company, which focuses on clinical stage cancer therapeutic development, taking proprietary & novel technology for precision medicines towards commercialisation and partnering, is pleased to announce that a corporate video regarding the Company's Clinical Status in Quarter 4, 2016, has been issued today and is available for viewing on its website www.valirx.com or by using the link below:
https://www.brrmedia.co.uk/broadcasts-embed/580f8edc173df13349c478d1/event/?livelink=true&popup=true
CORPORATE VIDEO RE CLINICAL STATUS Q4, 2016
London, UK., 28 October 2016: ValiRx Plc (AIM: VAL), a life science company, which focuses on clinical stage cancer therapeutic development, taking proprietary & novel technology for precision medicines towards commercialisation and partnering, is pleased to announce that a corporate video regarding the Company's Clinical Status in Quarter 4, 2016, has been issued today and is available for viewing on its website www.valirx.com or by using the link below:
https://www.brrmedia.co.uk/broadcasts-embed/580f8edc173df13349c478d1/event/?livelink=true&popup=true
VRS - good sign that a partner happy to take shares at substantial premium to prevailing share price
Neill Ricketts, Chief Executive Officer commented on the agreement: "This deal further strengthens the relationship between the Company and UoM, the home of graphene, and we are delighted that UoM has further demonstrated its confidence in the progress Versarien is making in commercialising the graphene technology since its sale of 85% of the business to Versarien in 2014 by its willingness to accept shares at a substantial premium over the current market price."
Clive Rowland, CEO of the University's innovation company, UMI3, said: "As graphene applications are coming ever closer to becoming products in the market-place we continue to see our relationship with 2-DTech as being an important part of our network which forms our bridge between the 2D materials work taking place on campus and potential customers for graphene in a range of industry sectors."
http://www.investegate.co.uk/versar...for-equity-swap-with-uom/201610310915058503N/
Neill Ricketts, Chief Executive Officer commented on the agreement: "This deal further strengthens the relationship between the Company and UoM, the home of graphene, and we are delighted that UoM has further demonstrated its confidence in the progress Versarien is making in commercialising the graphene technology since its sale of 85% of the business to Versarien in 2014 by its willingness to accept shares at a substantial premium over the current market price."
Clive Rowland, CEO of the University's innovation company, UMI3, said: "As graphene applications are coming ever closer to becoming products in the market-place we continue to see our relationship with 2-DTech as being an important part of our network which forms our bridge between the 2D materials work taking place on campus and potential customers for graphene in a range of industry sectors."
http://www.investegate.co.uk/versar...for-equity-swap-with-uom/201610310915058503N/
VRS Versarien looks an interesting company, had given it a miss as previously seemed more hype than substance but it looks like the substance v hype ratio has switched favourably with stock at lows whilst collabs with decent partners
http://www.investegate.co.uk/versar...ed-battery-collaboration/201604200713457406V/
In the field of batteries, conventional battery electrode materials can be significantly improved when enhanced with graphene. The use of graphene can allow the production of batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times. In addition, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles.
Neill Ricketts, CEO of Versairen plc commented, "We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life. The expertise in this field cultivated at WMG, University of Warwick, is second to none and the opportunity to be working alongside them is very exciting for Versarien as we look to maintain our position as one of the leading international experts in graphene production and its applications. We anticipate that the MOU will enable us to collaborate on a number of projects with WMG."
Chart continuing to develop nicely. Seems to be real volume accumulation underlying this move so could be sustainable and meaningful move coming.
Interesting graphic from VisualCapitalist.com
At some point if Electric Vehicles are going to displace petrol/diesel vehicles the share of Lithium/Copper/Nickel/Graphite etc is going to surely increase hugely versus oil ? (Obviously oil is more of a consumable rather than capital good)
At some point if Electric Vehicles are going to displace petrol/diesel vehicles the share of Lithium/Copper/Nickel/Graphite etc is going to surely increase hugely versus oil ? (Obviously oil is more of a consumable rather than capital good)
VRS
VRS now own 2d-tech. Which is intimately linked to the National Graphene Institute at the University of Manchester where Graphene was 'invented'
On their (2d-tech's) website they say they've spent £10m on R&D so far... http://www.2-dtech.com/
Makes VRS Market Cap of c.£12m look v.cheap
A couple of years ago when VRS announced the deal to acquire 2d-tech they did a placing at 26p raising £5.5m
The Institutions/Market seems to have rather given up on VRS since then but it actually looks much closer to primetime than it did then.
VRS now own 2d-tech. Which is intimately linked to the National Graphene Institute at the University of Manchester where Graphene was 'invented'
On their (2d-tech's) website they say they've spent £10m on R&D so far... http://www.2-dtech.com/
Makes VRS Market Cap of c.£12m look v.cheap
A couple of years ago when VRS announced the deal to acquire 2d-tech they did a placing at 26p raising £5.5m
The Institutions/Market seems to have rather given up on VRS since then but it actually looks much closer to primetime than it did then.
There was a major ruling on Air Pollution by the High Court yesterday
http://www.telegraph.co.uk/news/201...-10-city-centre-bill-after-high-court-orders/
Should see renewed pressure on car manufacturers/Govt to further emissions regulation
CPX, VRS are a couple of plays on that theme
Another is Torotrak (TRK)
TRK came to market in the 1990s trying to establish their CVT (Continuously Variable Transmission) systems. As it happened they never broke through with that product. They seem to have moved on to variants such as flywheel KERS and V-Charge supercharger allowing engine size reductions. They recently demonstrated product on a Ford 1.0litre Focus
<blockquote class="twitter-tweet" data-lang="en-gb"><p lang="en" dir="ltr">Ford joins Torotrak on V-Charge project but funding still needed: US car giant Ford Motor Company has teamed u... <a href="http://t.co/vBS8c2JBJc">http://t.co/vBS8c2JBJc</a></p>— Proactive Investors (@proactive_uk) <a href="https://twitter.com/proactive_uk/status/590086731543617536">20 April 2015</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
It's been under the radar for a long time but the huge basing pattern makes it look very interesting now
http://www.telegraph.co.uk/news/201...-10-city-centre-bill-after-high-court-orders/
Should see renewed pressure on car manufacturers/Govt to further emissions regulation
CPX, VRS are a couple of plays on that theme
Another is Torotrak (TRK)
TRK came to market in the 1990s trying to establish their CVT (Continuously Variable Transmission) systems. As it happened they never broke through with that product. They seem to have moved on to variants such as flywheel KERS and V-Charge supercharger allowing engine size reductions. They recently demonstrated product on a Ford 1.0litre Focus
<blockquote class="twitter-tweet" data-lang="en-gb"><p lang="en" dir="ltr">Ford joins Torotrak on V-Charge project but funding still needed: US car giant Ford Motor Company has teamed u... <a href="http://t.co/vBS8c2JBJc">http://t.co/vBS8c2JBJc</a></p>— Proactive Investors (@proactive_uk) <a href="https://twitter.com/proactive_uk/status/590086731543617536">20 April 2015</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
It's been under the radar for a long time but the huge basing pattern makes it look very interesting now
Jeepers. Used to work with this guy.
http://www.thisismoney.co.uk/money/...ealing-Star-fund-boss-millions-recession.html
http://www.thisismoney.co.uk/money/...ealing-Star-fund-boss-millions-recession.html
ASA chart
Positive operational update today.
Technical set up has been one of consolidation after big move so not a promising set up for a share price response.
It's had such a good run a lot is already discounted in operational terms and the technical overbought condition needs to be dissipated over time. I think big undiscounted strategic stuff is things like bringing Zani Kodo into production or restart of BNC smelter.
There are people talking of targets of 10p+. 4-5p remains my initial target commensurate with 1x sales.
VRS - I attended today's Investor Presentations. Seeing the 'whites of their eyes' proved very useful. They reckon they have a very strong position in this market place and it's all about executing. If they succeed VRS will become a huge company. One comparitor company they mentioned was Victrex which is behind PEEK a plastic with high performance characteristics typically used in 'light-weighting' / replacement of metal components in a whole host of industrial/commercial applications.
Victrex (LSE:VCT) is a £1.5bn company. (VRS currently just £14m)
At the event Versarien management will be discussing the results of the recently completed graphene enhanced carbon fibre composite project with the National Graphene Institute ("NGI") at The University of Manchester, announced on 13 October 2016. This project produced quantifiable data demonstrating the improvements in the mechanical properties of carbon fibre that that addition of graphene can achieve. These include:
-- 52% improvement in transverse sheer strength of Carbon fibre reinforced plastic
-- 32% improvement in the ultimate tensile strength of the epoxy matrix
-- 30% improvement in longitudinal modulus of carbon reinforced plastic
Additionally, the results of other studies demonstrating the property improvements to injection moulded polymers from the addition of graphene will be outlined. These include:
-- 21-32% improvement in modulus at 3% by weight graphene loading
-- 21% improvement in ultimate tensile strength of the polymer matrix at 0.5% by weight graphene loading
The three presentations that will be made as part of the site visit will be available to view on the Company's website www.versarien.com after the event.
http://www.investegate.co.uk/versar...site-visit-presentations/201611091000017309O/
Victrex (LSE:VCT) is a £1.5bn company. (VRS currently just £14m)
At the event Versarien management will be discussing the results of the recently completed graphene enhanced carbon fibre composite project with the National Graphene Institute ("NGI") at The University of Manchester, announced on 13 October 2016. This project produced quantifiable data demonstrating the improvements in the mechanical properties of carbon fibre that that addition of graphene can achieve. These include:
-- 52% improvement in transverse sheer strength of Carbon fibre reinforced plastic
-- 32% improvement in the ultimate tensile strength of the epoxy matrix
-- 30% improvement in longitudinal modulus of carbon reinforced plastic
Additionally, the results of other studies demonstrating the property improvements to injection moulded polymers from the addition of graphene will be outlined. These include:
-- 21-32% improvement in modulus at 3% by weight graphene loading
-- 21% improvement in ultimate tensile strength of the polymer matrix at 0.5% by weight graphene loading
The three presentations that will be made as part of the site visit will be available to view on the Company's website www.versarien.com after the event.
http://www.investegate.co.uk/versar...site-visit-presentations/201611091000017309O/
Mamoon
ATG
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[MENTION=107620]s28[/MENTION]
What are good futures to invest in these days? Is it a good time to buy Crude Oil in light of the Russia-OPEC talks?
What about stocks though, what would be a good buy at the moment if you want to make some money in the short-run.
I am new to trading and investment and would like to get my hands on it in the near future at some point.
Thanks.
What are good futures to invest in these days? Is it a good time to buy Crude Oil in light of the Russia-OPEC talks?
What about stocks though, what would be a good buy at the moment if you want to make some money in the short-run.
I am new to trading and investment and would like to get my hands on it in the near future at some point.
Thanks.
I'm averse to investing in economically sensitive commodities such as oil/copper etc personally right now. China could crash hard, Europe sclerotic, US will/should crash (especially under 4 times Chapter 11 bankrupt Trump)
Definitely no economic demand side case for commodity price appreciation. If it's as some sort of hedge for inflation then you'd be better off with gold IMO
I think given widespread political and economic uncertainty i wouldn't look much beyond gold commodity or gold stocks right now. If dollar falls (as result of Institutions losing faith in US bonds/stocks/direct investment etc) the only real alternative is gold as a long term store of wealth.
We've had 7-8 years of QE since 2008 crash and the underlying causes/issues have never been addressed and any asset prices which have gone up has probably only done so due to market price mechanism perversion and are likely to be crowded trades.
Definitely no economic demand side case for commodity price appreciation. If it's as some sort of hedge for inflation then you'd be better off with gold IMO
I think given widespread political and economic uncertainty i wouldn't look much beyond gold commodity or gold stocks right now. If dollar falls (as result of Institutions losing faith in US bonds/stocks/direct investment etc) the only real alternative is gold as a long term store of wealth.
We've had 7-8 years of QE since 2008 crash and the underlying causes/issues have never been addressed and any asset prices which have gone up has probably only done so due to market price mechanism perversion and are likely to be crowded trades.
VRS
superg19 Nov '16 - 18:55 - 367 of 368 4 1
The bit in the news (anyone else home yet)
52% improvement in transverse sheer strength of Carbon fibre reinforced plastic
-- 32% improvement in the ultimate tensile strength of the epoxy matrix
-- 30% improvement in longitudinal modulus of carbon reinforced plastic
Craig the 2D tech scientist explained the test was with aligned carbon fibre all strands the same way. That way they could test the strength of the resin at a right angle the the carbon fibre and along it's length. The right angle being a direct representation of the resin strength.
So as you can see a 52% improvement re the resin itself and along the line of the carbon fibre which should be the strongest way a 30% improvement.
As the CEO said increases of 2-3% are seen as big.
superg19 Nov '16 - 18:55 - 367 of 368 4 1
The bit in the news (anyone else home yet)
52% improvement in transverse sheer strength of Carbon fibre reinforced plastic
-- 32% improvement in the ultimate tensile strength of the epoxy matrix
-- 30% improvement in longitudinal modulus of carbon reinforced plastic
Craig the 2D tech scientist explained the test was with aligned carbon fibre all strands the same way. That way they could test the strength of the resin at a right angle the the carbon fibre and along it's length. The right angle being a direct representation of the resin strength.
So as you can see a 52% improvement re the resin itself and along the line of the carbon fibre which should be the strongest way a 30% improvement.
As the CEO said increases of 2-3% are seen as big.
GOLD
Just like the 1930s? Dennis Gartman Comments
Wednesday November 09, 2016 13:24
(Kitco News) - The world is going to have to relearn the lessons of the 30's all over again, said market watcher Dennis Gartman in a note to Kitco News. “Trade protectionism will run amuck and gold will soar even more than it has thus far I'm afraid,” Gartman said in an email to Kitco News post Trump victory.
“[W]hat can one say other than wow! The gold market… and the silver market too… have soared on the news of Mr. Trump’s victory, although both have come back from their highs made earlier in the evening,” he wrote in his Wednesday edition of the popular Gartman Letter.
The problem gold shall face is that although the political confusion that a Trump Presidency provides shall of course be supportive of gold, the implications of trade protection and rising tariffs are massively deflationary and thus detrimental to gold. For now, the former obtains; it may take a day or two or three or more before the latter has some effect,” he said.
He added, “We shall sit tight with the position we have in place as a result of the move and the election news, but it shall take a clear, definitive move on the part of Gold/EUR upward through €1200/oz. to bring us to add to our position. Sitting tight seems reasonable for the moment anyway."
http://www.kitco.com/news/2016-11-09/Just-like-the-1930s-Dennis-Gartman-Comments.html
Just like the 1930s? Dennis Gartman Comments
Wednesday November 09, 2016 13:24
(Kitco News) - The world is going to have to relearn the lessons of the 30's all over again, said market watcher Dennis Gartman in a note to Kitco News. “Trade protectionism will run amuck and gold will soar even more than it has thus far I'm afraid,” Gartman said in an email to Kitco News post Trump victory.
“[W]hat can one say other than wow! The gold market… and the silver market too… have soared on the news of Mr. Trump’s victory, although both have come back from their highs made earlier in the evening,” he wrote in his Wednesday edition of the popular Gartman Letter.
The problem gold shall face is that although the political confusion that a Trump Presidency provides shall of course be supportive of gold, the implications of trade protection and rising tariffs are massively deflationary and thus detrimental to gold. For now, the former obtains; it may take a day or two or three or more before the latter has some effect,” he said.
He added, “We shall sit tight with the position we have in place as a result of the move and the election news, but it shall take a clear, definitive move on the part of Gold/EUR upward through €1200/oz. to bring us to add to our position. Sitting tight seems reasonable for the moment anyway."
http://www.kitco.com/news/2016-11-09/Just-like-the-1930s-Dennis-Gartman-Comments.html
VRS - there has been very good and illuminating discussion relating to Versarien on the ADVFN bulletin board this week following this weeks Investor Presentations. I'm now convinced this Company is dramatically undervalued, underowned and underappreciated by the Market at large. When the story does get known I expect the stock to be massively re-rated. I personally intend adding significantly to my position over time as the story develops.
People are buying the 'Trump reflation trade' rhetoric. I don't buy it myself but should be good for economically sensitive commodities and the charts of Copper etc are reacting really well, suggesting a sustained move. Iron Ore at 2 year highs apparently. Lot of small zombie juniors should come back to life in this environment. Not prepared to invest on that basis but will be opportunities for fast money traders.
http://www.economist.com/news/busin...ow-president-elects-support-fossil-fuels-will
http://www.economist.com/news/busin...ow-president-elects-support-fossil-fuels-will
Bought some more VRS Versarien today. Can see a big move coming soon. Next week they will be presenting alongside some very large Companies (Ford/Nissan,Toyota) at the Graphene 2016 conference.
To get a gig speaking at such a Conference demonstrates their position as a serious global player in this field. Victrex was a 20 bagger over the course of the last decade or so during a period defined by a huge global economic crash. I expect Versarien could be just as big if not bigger eventually...
http://www.idtechex.com/graphene-2d-materials-usa/show/en/speakers
To get a gig speaking at such a Conference demonstrates their position as a serious global player in this field. Victrex was a 20 bagger over the course of the last decade or so during a period defined by a huge global economic crash. I expect Versarien could be just as big if not bigger eventually...
http://www.idtechex.com/graphene-2d-materials-usa/show/en/speakers
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- Oct 2, 2004
- Runs
- 217,750
Singles Day: Alibaba breaks record sales total! Sales had reached $15 bn!
Only in China!
http://www.bbc.com/news/37946470
About 20 hours into the event, Alibaba sales had reached 103bn yuan ($15bn; £12bn), easily topping the previous record set last year of $14.3bn.
But some have questioned the accuracy of the numbers, amid claims of inflated sales data at Chinese online retailers.
Merchants passing off counterfeit goods as genuine is also a problem in the industry.
Alibaba reported 85% of purchases had been made on mobile phones during Singles Day.
The company has also been experimenting with new technology including augmented reality and virtual reality to give shoppers other ways of buying items.
And the event had a blistering start with sales hitting $5bn (£4bn) in the first hour, Alibaba said, though that total included pre-orders made by customers who could "lock in" prices. It took 90 minutes to hit that milestone in 2015.
Singles Day is held every year on 11 November. The day is also referred to as Double Eleven because of its date.
Originally claimed as a celebration for China's young singletons, Alibaba turned it into a shopping bonanza in 2009.
While Alibaba is undeniably the driving force behind the event, other retailers have also started to piggyback off the idea, including extending the concept to Hong Kong and Taiwan.
Alibaba's rival JD.com, which focuses more on electronics, reported receiving more orders in the first nine hours of trading on Friday than it had done during the whole of Singles Day 2014.
It said sales passed last year's Singles Day total in the early afternoon, but gave no figures.
Patty Cao, an analyst at Aberdeen Asset Management, said that the pace of Alibaba sales "show that Singles Day might be the ultimate symbol of how the Chinese economy is changing".
She said: "Alibaba is a bit of a bellwether for the country's consumer... China is trying shift the economy away from a reliance on investment and manufacturing towards one driven by consumer spending and services.
"It's not been plain sailing. Growth has taken a significant hit. So events like Singles Day are important indicators to feel the pulse of China's economy."
Obsessive shoppers have been lamenting for years that they should cut off their "unstoppable hands" because they end up buying far more than they actually need. But this year, they were joining in on the shopping frenzy again.
One Taobao user posted an image of Alibaba founder Jack Ma as a vampire to show his love and hate for the online bonanza.
Lili Lee took advantage of the festival two years ago but ended up being scammed for 13,000 yuan ($1,908; £1,519)- five times her monthly salary.
But this year she is back online and has already spent about 7,000 yuan.
As has now become tradition, Singles Day was kicked off with a televised gala event which this year included a performances by One Republic and appearances by basketball legend Kobe Bryant, English football legend David Beckham and singer-turned designer Victoria Beckham.
But pop star Katy Perry, who had been scheduled to perform, withdrew citing a family emergency.
Analysts have predicted this year's event could see Alibaba rack up sales of $20bn despite a slowdown in China's economy, partly due to the event having a broader audience.
"We're seeing an even bigger shift from offline shopping to online shopping," Kitty Fok, managing director of IDC China told the BBC.
"And there is also more of a focus on rural areas. People in the villages who could not do online shopping now have mobile phones and so can do that."
Only in China!
http://www.bbc.com/news/37946470
About 20 hours into the event, Alibaba sales had reached 103bn yuan ($15bn; £12bn), easily topping the previous record set last year of $14.3bn.
But some have questioned the accuracy of the numbers, amid claims of inflated sales data at Chinese online retailers.
Merchants passing off counterfeit goods as genuine is also a problem in the industry.
Alibaba reported 85% of purchases had been made on mobile phones during Singles Day.
The company has also been experimenting with new technology including augmented reality and virtual reality to give shoppers other ways of buying items.
And the event had a blistering start with sales hitting $5bn (£4bn) in the first hour, Alibaba said, though that total included pre-orders made by customers who could "lock in" prices. It took 90 minutes to hit that milestone in 2015.
Singles Day is held every year on 11 November. The day is also referred to as Double Eleven because of its date.
Originally claimed as a celebration for China's young singletons, Alibaba turned it into a shopping bonanza in 2009.
While Alibaba is undeniably the driving force behind the event, other retailers have also started to piggyback off the idea, including extending the concept to Hong Kong and Taiwan.
Alibaba's rival JD.com, which focuses more on electronics, reported receiving more orders in the first nine hours of trading on Friday than it had done during the whole of Singles Day 2014.
It said sales passed last year's Singles Day total in the early afternoon, but gave no figures.
Patty Cao, an analyst at Aberdeen Asset Management, said that the pace of Alibaba sales "show that Singles Day might be the ultimate symbol of how the Chinese economy is changing".
She said: "Alibaba is a bit of a bellwether for the country's consumer... China is trying shift the economy away from a reliance on investment and manufacturing towards one driven by consumer spending and services.
"It's not been plain sailing. Growth has taken a significant hit. So events like Singles Day are important indicators to feel the pulse of China's economy."
Obsessive shoppers have been lamenting for years that they should cut off their "unstoppable hands" because they end up buying far more than they actually need. But this year, they were joining in on the shopping frenzy again.
One Taobao user posted an image of Alibaba founder Jack Ma as a vampire to show his love and hate for the online bonanza.
Lili Lee took advantage of the festival two years ago but ended up being scammed for 13,000 yuan ($1,908; £1,519)- five times her monthly salary.
But this year she is back online and has already spent about 7,000 yuan.
As has now become tradition, Singles Day was kicked off with a televised gala event which this year included a performances by One Republic and appearances by basketball legend Kobe Bryant, English football legend David Beckham and singer-turned designer Victoria Beckham.
But pop star Katy Perry, who had been scheduled to perform, withdrew citing a family emergency.
Analysts have predicted this year's event could see Alibaba rack up sales of $20bn despite a slowdown in China's economy, partly due to the event having a broader audience.
"We're seeing an even bigger shift from offline shopping to online shopping," Kitty Fok, managing director of IDC China told the BBC.
"And there is also more of a focus on rural areas. People in the villages who could not do online shopping now have mobile phones and so can do that."
GCM huge breakout on volume, new 52 week high makes me think continuation next week only caveat being their maybe a Convertible Loan drawdown (with 10p nominal price) which could throw spanner in the works short term
Medium term it's a good validation though and crucially comes as we go into year end with Trump reflation trade on the table
Medium term it's a good validation though and crucially comes as we go into year end with Trump reflation trade on the table
VRS related
Six amazing uses for the wonder material graphene
https://www.engadget.com/2016/10/29/six-amazing-uses-for-the-wonder-material-graphene/
Six amazing uses for the wonder material graphene
https://www.engadget.com/2016/10/29/six-amazing-uses-for-the-wonder-material-graphene/
GCM - i was asked offline from someone who i think bought in the 20s whether they should sell
Personally given such an extreme move and knowing it doesn't fundamentally advance the project as that is based solely on Bangladesh Government clearance I would not be averse to halving my position after such a big move. GCM still have this convertible loan facility in place and if they use the current liquidity to draw down on it you may get an RNS stating they've issued shares at c.10p which might 'scare the horses' and cause a short term severe pullback. Being an optimist I'd like to think this is a serious volume breakout of a 'pincer movement' and the Chinese involvement might put some pressure on Bangladesh Government to get their backsides into gear.
So take your pick (based on your own risk-reward profile) it's worth either 0p or 1000p (if everything works out great).
Personally given such an extreme move and knowing it doesn't fundamentally advance the project as that is based solely on Bangladesh Government clearance I would not be averse to halving my position after such a big move. GCM still have this convertible loan facility in place and if they use the current liquidity to draw down on it you may get an RNS stating they've issued shares at c.10p which might 'scare the horses' and cause a short term severe pullback. Being an optimist I'd like to think this is a serious volume breakout of a 'pincer movement' and the Chinese involvement might put some pressure on Bangladesh Government to get their backsides into gear.
So take your pick (based on your own risk-reward profile) it's worth either 0p or 1000p (if everything works out great).
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VRS - The Investor Presentations from last weeks Investor Day have now been put up on the Company website
http://www.versarien.com/files/2214/7879/4383/Craig_Dawson_AAC_9NOV16_.pdf
http://www.versarien.com/files/3514/7879/4459/Kaylie_Smith_-_AAC_open_day_presentation.pdf
http://www.versarien.com/files/3314/7879/4429/Mark_Dickie_-_AAC_091116.pdf
http://www.versarien.com/files/2214/7879/4383/Craig_Dawson_AAC_9NOV16_.pdf
http://www.versarien.com/files/3514/7879/4459/Kaylie_Smith_-_AAC_open_day_presentation.pdf
http://www.versarien.com/files/3314/7879/4429/Mark_Dickie_-_AAC_091116.pdf
GCM - interesting given recent news
http://www.pakpassion.net/ppforum/showthread.php?252708-Bangladesh-buys-two-submarines-from-China
http://www.pakpassion.net/ppforum/showthread.php?252708-Bangladesh-buys-two-submarines-from-China
Majestic_Inzi
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Stig
Your a graphene fan but not a graphite one?
Your a graphene fan but not a graphite one?
Graphite is a very common substance in the earth. The key to producing it successfully from a commercial viewpoint is that it occurs in high grade and can then be purified/processed into the very high grade stuff like spherical graphite or large jumbo flake graphite which can be turned into graphene.
There simply aren't that many experienced junior miners with the capability to actually overcome the mining and engineering challenges to do so successfully in my opinion.
e.g. tonights announcement from ASX:BSM (which bought STGR mine)
http://www.asx.com.au/asxpdf/20161115/pdf/43cx4pvf200x4x.pdf
There simply aren't that many experienced junior miners with the capability to actually overcome the mining and engineering challenges to do so successfully in my opinion.
e.g. tonights announcement from ASX:BSM (which bought STGR mine)
http://www.asx.com.au/asxpdf/20161115/pdf/43cx4pvf200x4x.pdf
VRS - too good an opportunity to turn down here
Mkt Cap is c.£15m compared with other listed UK players like AGM and HAYD valued at c.£30m
VRS actually have revenue (c. £10m run rate?), PPE and customers so the blue sky potential is not remotely reflected in the current share price. I think Company should be valued at a multiple (2-3x) it's current price and there is potential for 5-10x once it accrues an Institutional following / tangible evidence of commercial graphene success. That could happen within the next 12-18 months.
Have dumped some smaller speculative positions for what I deem to be a higher conviction idea in current environment.
Mkt Cap is c.£15m compared with other listed UK players like AGM and HAYD valued at c.£30m
VRS actually have revenue (c. £10m run rate?), PPE and customers so the blue sky potential is not remotely reflected in the current share price. I think Company should be valued at a multiple (2-3x) it's current price and there is potential for 5-10x once it accrues an Institutional following / tangible evidence of commercial graphene success. That could happen within the next 12-18 months.
Have dumped some smaller speculative positions for what I deem to be a higher conviction idea in current environment.
http://www.mining-journal.com/energ...to-do-transparent-electric-flying-aeroplanes/
“Graphite has thousands of uses, [but] graphene has millions of uses. It can influence positively almost every material you see in the world around you. We’ve narrowed it down to four sectors based on their scale, but also the [potential] speed to market [for Talga products].
“Some of these are not really tricky high-tech applications. They’re basic, but they’re big volume, and they can be brought to market fairly quickly, and the margins are actually very high.
“So we’re not trying to do bendy televisions; we’re not trying to do transparent, electric flying aeroplanes. What we’re trying to do is make a paint coating that goes on the hull of a ship that is 300% better performance than it currently is now, and saves you 20% of your fuel costs.
“We’re trying to make a battery last 50-100% as long, or charge 50% faster. We’re not trying to make one that’s 1000 times better. That will come in time. But we’re actually [wanting to] commercialise as fast as we can.”
“Graphite has thousands of uses, [but] graphene has millions of uses. It can influence positively almost every material you see in the world around you. We’ve narrowed it down to four sectors based on their scale, but also the [potential] speed to market [for Talga products].
“Some of these are not really tricky high-tech applications. They’re basic, but they’re big volume, and they can be brought to market fairly quickly, and the margins are actually very high.
“So we’re not trying to do bendy televisions; we’re not trying to do transparent, electric flying aeroplanes. What we’re trying to do is make a paint coating that goes on the hull of a ship that is 300% better performance than it currently is now, and saves you 20% of your fuel costs.
“We’re trying to make a battery last 50-100% as long, or charge 50% faster. We’re not trying to make one that’s 1000 times better. That will come in time. But we’re actually [wanting to] commercialise as fast as we can.”
This is the ex Goldman Sachs guy behind Trump
'an economic nationalist' plotting a massive reflationary 'trillion dollar New Deal' (i.e. not much different from Bernie Sanders/Corbyn in terms of 'populist capitalism/saving/reforming capitalism')
Will be good for commodity prices and probably some junior miners
http://www.hollywoodreporter.com/ne...-political-movement-948747?utm_source=twitter
"Like [Andrew] Jackson's populism, we're going to build an entirely new political movement," he says. "It's everything related to jobs. The conservatives are going to go crazy. I'm the guy pushing a trillion-dollar infrastructure plan. With negative interest rates throughout the world, it's the greatest opportunity to rebuild everything. Ship yards, iron works, get them all jacked up. We're just going to throw it up against the wall and see if it sticks. It will be as exciting as the 1930s, greater than the Reagan revolution — conservatives, plus populists, in an economic nationalist movement."
'an economic nationalist' plotting a massive reflationary 'trillion dollar New Deal' (i.e. not much different from Bernie Sanders/Corbyn in terms of 'populist capitalism/saving/reforming capitalism')
Will be good for commodity prices and probably some junior miners
http://www.hollywoodreporter.com/ne...-political-movement-948747?utm_source=twitter
"Like [Andrew] Jackson's populism, we're going to build an entirely new political movement," he says. "It's everything related to jobs. The conservatives are going to go crazy. I'm the guy pushing a trillion-dollar infrastructure plan. With negative interest rates throughout the world, it's the greatest opportunity to rebuild everything. Ship yards, iron works, get them all jacked up. We're just going to throw it up against the wall and see if it sticks. It will be as exciting as the 1930s, greater than the Reagan revolution — conservatives, plus populists, in an economic nationalist movement."
CPX - Reminder of some old news. Would expect to hear some positive conclusions from these evaluations in coming months
http://www.investegate.co.uk/cap-xx...omotive-evaluation-units/201606220700068848B/
22 June 2016
CAP-XX Limited
New customer orders for automotive evaluation units
CAP-XX, a world leader in supercapacitors, is pleased to announce that it has secured new orders for its supercapacitor solutions for both passenger vehicle and heavy vehicle automotive applications.
Three new orders for evaluation units of large supercapacitor systems have been received. The customers comprise a North American vehicle manufacturer, an Asian Tier-1 OEM and an Asian distributor/OEM. The Company is also in advanced negotiations with additional North American and Asian OEMs for the supply of evaluation units and the licensing of its technology.
Good progress has been made on CAP-XX's programme with the Global Tier-1 automotive components company under its extended memorandum of understanding. Test results for CAP-XX's Generation 2 modules are excellent and the remainder of the evaluation units are due to be delivered to the Global Tier-1 automotive components company by the end of June 2016.
CAP-XX's Chief Executive, Anthony Kongats, said:
"The broadening of the international customer base for our automotive supercapacitors firmly demonstrates the potential applications for energy capture and storage to support traditional batteries. We continue to receive new enquiries for an increasingly wide range of applications and look forward to securing additional contracts."
http://www.investegate.co.uk/cap-xx...omotive-evaluation-units/201606220700068848B/
22 June 2016
CAP-XX Limited
New customer orders for automotive evaluation units
CAP-XX, a world leader in supercapacitors, is pleased to announce that it has secured new orders for its supercapacitor solutions for both passenger vehicle and heavy vehicle automotive applications.
Three new orders for evaluation units of large supercapacitor systems have been received. The customers comprise a North American vehicle manufacturer, an Asian Tier-1 OEM and an Asian distributor/OEM. The Company is also in advanced negotiations with additional North American and Asian OEMs for the supply of evaluation units and the licensing of its technology.
Good progress has been made on CAP-XX's programme with the Global Tier-1 automotive components company under its extended memorandum of understanding. Test results for CAP-XX's Generation 2 modules are excellent and the remainder of the evaluation units are due to be delivered to the Global Tier-1 automotive components company by the end of June 2016.
CAP-XX's Chief Executive, Anthony Kongats, said:
"The broadening of the international customer base for our automotive supercapacitors firmly demonstrates the potential applications for energy capture and storage to support traditional batteries. We continue to receive new enquiries for an increasingly wide range of applications and look forward to securing additional contracts."
PREM - I think there is a lot of room for upside here with PREM. A Zulu Lithium listing was I thought going to be the big catalyst but initial drilling results haven't been too special (in fact borderline lying from the Company with their presentation of data). Will wait it out for the next lot. Chart could still be viewed as constructive for now but that supposed solid base at 0.30p could also give way at some point as it becomes 'heavy' on resistance.
If it doesn't break out to upside soon I'd probably dump and wait for a better set up in 2017.
If it doesn't break out to upside soon I'd probably dump and wait for a better set up in 2017.
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