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Something strange happened that caused it to close at 5.8p yesterday, which is fairly down from it's usual present trading range. Which is causing it to look like there's been a massive gain today...it's actually within the usual margins.
No idea. No RNS out and I can't see any news out.
I guess that someone was selling over the past week and they are done - before that the price was in the 7s for a long time
Nice... but any ideas why?
Cheers Burble.
It appears then that there have been a further 68 sales to add to the 67 identified in Feb, 135 in total.
Not all of these will be facemasks as the Dispatch number is the same as the PLC's sequential invoice number.
So 135 sales (at least from HAYD's UK operation) from the end of Jan to mid-May - just less than four months.
It's a shame we don't have previous years' figures for comparison but at least we do for next year/the next three/four months.
Let's hope there's some big orders in the 135, for facemasks, rubber and CeramycGuard.
Oh and also add to that the dispatch notice number 11689.
I ordered a three pack last week. They arrived relatively quickly and are super comfortable. Would highly recommend to others, they're comfortable for all day usage.
Anyway details are as follows:
Order number #2922562340 (placed 03/05/2021).
SP doing well at the moment. Better than I expected and delighted to admit it! Ha! Obviously due to CeramycGuard...
On a separate note, Bolflex appear to have had a fire at one of their rubber recycling plants. The place was gutted. Obviously don't want to use a partner's negative as a positive for HAYD but could it lead to a short term spike in demand for graphene enhanced rubber?
Finally, anyone bought any masks lately? If so, have you got the refs available to give us an idea of sales over the past couple of months? Cheers
Personally I think the website has plenty of room for more improvement. This product has the potential to be a very large revenue earner, it deserves a video of some sort. Even if it just showing images of concrete needing CeramycGuard with compelling graphics along with an expert commentary.
This was coming as the original agreement was too restrictive in terms of scope and very time limited. Great news that this renamed product has got a BS number now. Also that trials with other water companies are in progress.
One other thing that's interesting to note is that sometime in April they updated their material on Ceramycguard on their website:
https://haydale.com/resources/
This includes things like Product Info, Instructions for use and Safety Data Sheets which may be indicative of wider commercial activity happening behind the scenes.
Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that, further to its announcement on 20th July 2020, it has now signed an amendment to the original distributor agreement (the "Amendment") with US-based Zirconia Inc. The Amendment extends the term from 31 December 2023 to 31 December 2030 and now allows Haydale full distribution rights of CeramycGuard™, ceramic geopolymers, across all sectors in the UK.
With authorisation from Zirconia, Haydale may now also distribute to additional territories outside of the US, for all markets and sectors.
In addition, the product has met all of the requirements of the Water Regulations Advisory Scheme (WRAS), conforming to the test requirements BS 6920. This assesses the suitability of Non-Metallic products for use in contact with water intended for human consumption with regard to their effect on the quality of the water.
Benjamin Cook, CEO at Zirconia, said: "We look forward to working with Haydale to expand opportunities in the UK and elsewhere in the world. We are seeing increased activity around water infrastructure both in terms of renovation and new construction globally. We are also happy to see clean-tech like ours get the attention from the public and governments alike, which will drive greener jobs and more sustainable infrastructure."
Keith Broadbent, Haydale CEO, said: "This product appears to have been well received and is in trial with water companies, including the recently announced Biwater trial. We are targeting applications across a number of industries for rejuvenation and repair of concrete assets and believe it will be a great benefit to customers with degrading concrete assets, potentially across the wider territories we now have access to. The latest WRAS compliance opens new avenues for commercialisation."
Between this and the recent announcements about building additional reactors to increase capacity, I'm hoping that Haydale are working on some big deals surrounding Ceramycguard. If it can help plug our leaky water system then I'm all for it.
Before Covid, Haydale had an agreement to provide graphene coated clothing to UK athletes in the Japan Olympics. Do you guys know if that deal is still valid since it was said that there will be Olympics this summer?
I think during the summer the price will oscillate between 6 - 12 pence. The real take off will be on on 2022 imho, we will be aiming to at least 20p.
ssshhhhhhh
Given what has happened regarding the s.p over the last 6 or 7 weeks, it would appear that we might be on for a period of new consolidation...say somewhere just above the 9 pence mark.
Either that, or another productive RNS come Monday morning one would have thought.
Come what may...things are certainly starting to move further along that is for sure.
It really is just a guess isn't it. Just seen a sell go through as a buy.
Presumably Haydale believe they have cracked this problem and that this money will be spent testing their solution in the reality of manufacturing tanks with their coated steel.
Have no doubt that when it comes to scientific skillls that Haydale are well equipped to come up with the goods. I just hope that they also have people with enough commercial nowse, To ensure that Haydale are amply rewarded for their solutions with regards to patents and licensing.
Therefore not getting carried away but do regard this as a very promising development. As it could lead to the sale of Plasma Reactors at £2m+ each to produce the required nano materials and royalties on each tank produced. All very much in the future at this stage.
Another weapon in the arm?
A shot in the arsenal?
I agree, great news. Another "sting in their cap". :)
Haydale, (AIM: HAYD), the global advanced materials group, is pleased to announce that it has been awarded funding of £138,549 to develop hydrogen fuel cell tanks by the Advanced Propulsion Centre (APC).
Another nice piece of good news for Haydale here - Hydrogen has a promising future as a fuel for things heavy transport and due to the storage requirements of Hydrogen, in particular the need to store it under pressure, if Haydale can prove the usefulness of Graphene in Hydrogen fuel cell tanks then this could be another valuable feather to their bow.
An interesting view! Have you visited the company and had a look at the potential projects before suggesting its going nowhere - only so much you can learn from looking at the numbers here.
However if you are happy with your deep dive into Haydale and that's your considered opinion - I assume no one is stopping you selling you holding !
Am getting up to speed with Haydale. They make the nano-materials for CeramycShield but don't own. The patent owner and product manufacturer is Zirconia, an American company based in Washington State, north of Tacoma.
Haydale agreed a 30 month distribution agreement for the product (rns 20 July 2020), in the UK Water infrastructure market but able to distribute in other areas of the World with Zirconia's permission. As it happens, Biwater, who have had a successful trial of CeramycShield in Nicaragua, are a UK company but with many regional offices around the World. This agreement is extendable. It also provides for Haydale and Zirconia, to work to develop jointly owned intellectual property for next generation products applicable across multiple global infrastructure markets. I appreciate most holders of HAYD were already aware of this.
On the back of the successful Biwater Trial, I would expect this agreement to be extended providing this converts to orders.
Had a look at the project, involving the waste water treatment plant in Managua Nicaragua, where this trial is taking place, on the Biwater website. The trial is the coating of just one primary clarifier at this particular plant. There are in fact nine. Also in recognition of Biwater's good management of the site they have received extensions to Operation and Management contracts not just at this site but at other neighbouring plants as well. Primary clarifiers are designed to remove much, usually around 60%, of the solids in the water. The drop to the floor of the tank and form a sludge which needs to be removed regularly. Problems arise due to the permeable nature of untreated concrete, with regard to contaminants and bacteria.
In view of the success of the CeramycShield coating here, the prospect of further use of this product by Biwater is extremely high. We are not talking about just Nicaragua but the many thousands of primary clarifiers across the World.
From a green perspective, this is likely to mean the lifetime of these concrete structures extended. Also preventing contamination and bacteria build up in these clarifiers. The water released is going to be cleaner. Which is to the benefit of wildlife.
Haydale state that CeramycShield is manufactured as a complete product in the USA. However, I imagine that the manufacture of the nano particle ingredients is done by Haydale, in order to protect their IP. Can anybody confirm this? The potential of just this product alone, not just in waste water treatment, is going to demand an increase in manufacturing capability. This links to Friday's news of an agreed loan of £1.1m, to do just that. Some could quibble with the interest rate of 7.5% which actually does not apply until all the money is drawn down. The tight schedule outlined in that rns suggests that Haydale are well advanced in terms of preparing for this expansion project. Money could have been raised by the issue of new shares. The resulting dilution at current low SP would no doubt prove to be a much more expensive option in the long term. Whereas expansion driven by orders is going to drive up the SP, to the benefit of all current shareholders.
At this stage, am not going to encourage anybody to buy more shares. I intend to hold onto mine, whilst waiting for more news from Haydale.
A plc company with a market cap of circa 36 mill getting excited about a 1 million load at 7.5%.
Just think about how ridiculous that sounds and look to sell this share. Its going nowhere