Market's view on Haydale

Published on April 2024

  • A stock watcher noted the increase in trading activity and has invested more due to a volume spike.
  • Positive advancements are highlighted as studies into the human health effects of graphene have shown promising results.
  • Another watcher invested in the company following decent interim results, anticipating a recovery.
  • Haydale reported a 38% increase in group revenues in their interim results, with a successful fundraising event and a cost savings plan underway.
  • Collaboration with Petroliam Nasional Berhad is strengthened through mutual visits, enhancing Haydale’s business relationship.
  • Concerns were expressed about the company’s future financial stability despite a recent fundraise, as further equity funding might be needed which could dilute shareholder value.
  • Some stock watchers are optimistic about management’s positive outlook and progress in key markets.
  • Interest from Octopus Investments in taking a 23% stake is seen as a positive sign by some watchers.
  • Criticism on the company’s performance, with fears that without a significant increase in sales, further fundraising will be necessary.
  • The collaboration with Saint-Gobain Boron Nitride on functionalized powders is seen as a positive development by some.
  • Discontent with the decision to split stocks into deferred shares, which are expected to be worthless and eventually cancelled.
  • A stock watcher expressed opposition to all proposed resolutions in the recent voting forms.
  • The company’s ability to raise £5 million is questioned by some, with calls for the board to be sacked for poor management.
  • Skepticism is shared regarding the sustainability of the company’s financial strategy, suggesting a need for major restructuring.
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