Market's view on Directa Plus

Published on April 2024

  • A new contract related to energy savings for Gipave is viewed positively, raising hopes for attracting larger customers.
  • Some scepticism exists around the company being more of an industrial rather than a leading tech entity, with its technology considered average.
  • Support and optimism are present for the company’s recovery, with individuals joining in investments for growth.
  • A detailed 29-page analysis by Cavendish, particularly focusing on Setcar, remains bullish with a target price of 177p, despite current low share prices.
  • The company is moving into defence sectors, which is perceived positively.
  • General positive sentiment exists following the latest company updates.
  • Concerns are discussed regarding previous high share prices and unfulfilled contract expectations around Setcar, impacting investor confidence.
  • Discussions about the long-term profitability of graphite companies involve skepticism, with the company’s share expected to diminish significantly.
  • Confusion and frustration about a share price drop despite positive contract renewals, suggesting manipulation by market makers.
  • Discussion about the company’s all-time low share prices and needed new contracts to prevent further declines.
  • Mention of an oil spill incident where it is suggested the company could promote Grafysorber for cleanup, indicating potential for good publicity and environmental impact.
  • Comparisons with other companies in the sector, noting that while others are more hyped, this company has substantial products and patents in development.
  • Speculation about the company potentially taking over businesses from competitors.
  • Mixed reactions to trading updates, with some stock watchers noting ongoing losses despite some positive expectations from analysts.
  • Concerns about the company’s technology being potentially outdated within a few years, contrasting with another view that points out significant potential benefits and cost savings from using Gipave in road constructions.
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