Deleted
Deleted Member
Posts: 0
Likes:
|
Post by Deleted on Aug 4, 2015 4:21:51 GMT 7
Is Graphene worth investing in?
It's the latest in tech and it's uses are many.
Basically it's the future of everything you use now and will use in the future.
It will be everywhere literally, maybe even in your body.
|
|
|
Post by Fletchsmile on Aug 4, 2015 23:41:33 GMT 7
It's a fascinating area. So far though, looks like commercialising it is a bit behind. Be careful of the various newsletters/ emails that tout the stuff, which like many junior resource or technology stocks try and hook you on ideas and dreams rather than real businesses.
Quite a few of them also push the idea of the graphite miners suppliers, as the Chinese have cornered at lot of the market. Think it's a bit of a stretch though, and for now graphite prices are way down, but at some point it could come good. I took good profits on Valence VXL:AU as a multibagger, which has now fallen back so will look to re-enter with some of the profits. Not done well on Northern Graphite NGC:CN, or Archer AXE:AU, but have potential - to make good money or fail completely. Resource stocks generally have took a beating, at some point as a sector they should rebound. These really are speculative though.
For graphite applications, I've had a yoyo ride with CVD CVV:US which has some link to this, though has other applications that are it's main business, and graphene they're just scraping the surface. I traded the ranges, to be profitable, but the stock hasn't gone too far for someone to buy and hold. I do think it has potential, but it dipped while they upgraded capacity which set things back. That's behind them now though.
Wouldn't recommend any of them for large amounts. But with the above I took a few punts out of interest knowing they were speculative.
Another way to look is to see who holds the patents. Often though these can be big companies like Samsung, Sandisk, etc who have other core business.
|
|
|
Post by Fletchsmile on Aug 4, 2015 23:48:44 GMT 7
|
|
Deleted
Deleted Member
Posts: 0
Likes:
|
Post by Deleted on Aug 5, 2015 0:56:42 GMT 7
Yeah I've read a bit about that. They cornered and control the market in Neodymium magnets too.
I won't be investing anyway, I haven't even got 2 baht to rub together at the moment.
|
|
Deleted
Deleted Member
Posts: 0
Likes:
|
Post by Deleted on Aug 5, 2015 2:33:24 GMT 7
I remember reading a year ago that there were 600 patents pending for graphene related names. It's just abuse and squatting -
|
|
|
Post by Fletchsmile on Aug 15, 2015 12:38:49 GMT 7
CVD looks good (CVV:US / Nasdaq). Last year they were increasing capacity which pegged back results. This year growing nicely again. While not purely graphene they have the right technologies to produce the product as demand increases in these type of specialised fields =========================================================================== CVD Reports Record-breaking Three and Six Month ResultsCVD achieved record revenue of $10.4 million for the current quarter ending June 30, 2015 and a record $20.1 million for the six months ended June 30, 2015. Net earnings for the current three and six month periods were $1.3 million and $2.0 million respectively, compared to net earnings of $0.2 million for the three months ended June 30, 2014 and a net loss of $0.1 million for the six months ended June 30, 2014. As a result, the Company reported earnings of $0.22 per share basic and $0.21 per share diluted for the three months ended June 30, 2015 and $0.32 per share basic and diluted for the six months ended June 30, 2015. The Company reported earnings of $0.03 per share basic and diluted for the three months ended June 30, 2014 and a net loss of ($0.01) per share basic and diluted for the six months ended June 30, 2014. The Company increased its backlog to $19.3 million at June 30, 2015, an increase of 32.8% compared to the $14.5 million backlog at June 30, 2014 and an increase of 16.4% compared to the backlog of $16.6 at March 31, 2015. The timing of the receipt of an order is subject to various factors, some of which are not in our control. As a result, our order levels from period to period, tend to be uneven. Order levels attained in one three month period are not necessarily indicative of order levels that will be attained in future periods. Although timing for completion of backlog varies depending on the product mix and can be as long as two years, the Company believes a significant portion of its current backlog will be completed within the next twelve months. The Company continues to maintain a strong cash position and a healthy working capital ratio. Leonard Rosenbaum, President and Chief Executive Officer stated: “A significant portion of our orders this quarter came from existing customers. As their businesses expand, they have relied on CVD to supply additional production equipment to expand their capacity. We believe business from these customers will continue to expand over the next few years. “As new technologies develop our talents are used to design and manufacture the state of the art process equipment needed to prove the concepts. We continue to work with our customers from the research state, all the way to launching the process in production, and into the capacity ramp to full production. “In doing this, we have made significant advances in custom chemical deposition equipment for medical, aerospace, and other applications, as well as nanomaterials. As we continue to develop equipment for our customers while doing their research, these developments will continue to build our technology base and continue to fuel our growth.” results etc contd. www.bloomberg.com/article/2015-08-13/aevwfa.igESw.html
|
|