NanoXplore Inc T.GRA

GRA: Pastic or Graphene Company ?

[graphene007]

Still a plastic company !

[DrJayser]

I still believe that Q1/21 results are going to take the Investment community by storm...Its purely speculative on my part, BUT...graphene sales should be 300 mt...that's 3M $CAD, Ebitda 1.5M$. SSG should make at least 2M CAD$... SO, depending on the weigthed Avrg share count...3 to 4 Cents EBITDA.....run rate of anywhere from 10 to 20 cents...tag a multiple to that...It spells a 10$ to 20

[Dumont]

Love you to be correct in your prognostications, good Doctor, but if not, maybe the name of your drug supplier.

[JimmyBly1]

I fear he makes a medicinal use of graphene black powder directly in his nose which is not FDA approved and bad for his brains (and mood). JimmyB

[DrJayser]

Jimmy crawl back  down into your SH***t hole, its nauseating to read your post.

[DrJayser]

Sorry For any confusion I caused. I mean the Q ending March 30th 21. That would be Q3 /21. My forecast is based on other parts manufacturers that have all exceeded sales and EPS and information given By the CEO on his youtube interview that stated they are producing graphene with one full shift. aka 300 tones for the Quarter. So I am drug free. Cheers  

[graphene007]

Q ending March 30th 21 will show if we are in a graphene or plastic business

[JimmyBly1]

Exactly. We will see. DrJerk, i told you, for once, to drop this stick, its now all smelly and you are going to hurt yourself. Hence your attitude probably. Stop ... :) JimmyB

[j1nxed]

Why? NanoXplore has never classified their revenues in such a detailed way that you know how much graphene they have sold during the quarter/year. There are two lines "Revenue from customers" and "Other income". Maybe i have missed something here, but i really doubt that they will give a very detailed breakdown and remember that they are also looking to sell master batches

[JimmyBly1]

j1nxed: this is a good remark and to put it simple: no sales to date, DrJerk is playing with his stick so well that he believes quarterly results coming in a few days will show millions of sales revenues and ebit. I am not cryptic, at all. I go beyond sticking together buzz words like EV, wonder material, strongest known, batteries, nano technologies etc. There is solid money to take from public

[j1nxed]

It is not really unique to exclude these things, i am not worried about that at all. As for buzzwords, i would say that NanoXplore is the least buzzy of them all. They have been doing research on batteries since 2014 i believe (not bought the rights from some uni) and they are the onlye ones who is actively trying to disrupt an entire market (carbon black) whilst others are just claiming they can

[JimmyBly1]

Tesla... overvalued and infused with billions of dollards. You may know what I think of EVs... ruining natural resources in South America where I come from and totally not adapted to power grids anywhere. Its just a transfer of contamination and environment pollution far from urban citizens' sight. That being said, look what Talga is doing. More advanced IMO. MRE?are heavily invested now and

[j1nxed]

First of all the break lines for Tesla has nothing to do with how Tesla is valued, another point is they can be used as fuel lines as well. Talga used to be a graphene company that is pretty much focusing 100% on EV (graphite anodes) for the European battery market. To say that they are more advanced actually requires you to back up your claims, so where are they producing their graphene? Talga is

[JimmyBly1]

About Tesla, I am talking about company and biz model: except that Elon Musk does not have the charisma of a wet sock. Its very much a speculative company (financially, cannot say the contrary), heavily subsidized, socially (workers) harsh, environmentally doubtful and even the last quarterly results (earnings for a 1st time I think) included a significant part of digital assets gains (crypto

[DrJayser]

Jesus, Are you on crack today? blablablabla. your are going in the dump file , have a happy rest of your moronic life!

[j1nxed]

But the break/fuel lines are not exclusive to Tesla, this ju seems like a non issue hang up. This is simply validating the product for a broader market (imo). As for talga, i think you have it wrong, Their focus is producing graphite anode material for the European EV battery market (which you hate). I have not read about any production volumes for talphene (graphene).

[j1nxed]

1) they are looking to produce 19ktpa of talnode (graphite anode) 2) there is no talphene (graphene) produced in their anode plant 3) they don't even mention talphene or graphene in their presentations anymore (check the presentation from Dec 2020)

[Lire02]

Hi JB, just wondering if there are any other companies or company leaders you want to denigrate in your own inimitable, though usually somewhat unfocused manner.  Seems to me that what you have failed to address is the fact that Nano is still the only company able to supply industrial quantities of graphene , profitably at their low, competitive price. Don't even see anyone close in the

[JimmyBly1]

Hi Lire version #2, give figures and then we discuss a bit. What May sales? Have they communicated on this? Have I missed a PR? And the market seemed to have liked this 50/50 JV endeavor didnt it? What about you fanboys and girls singing all day long, I see tho some people being skeptical: this is the right attitude. JimmyB

[Lire02]

JB, do you bother to read posts before going off on some tangent that makes no sense in relation to the post to which, you apparently  refer?  Sell in May and Go Away is an old, if inaccurate, rule of thumb for trading stocks which presupposes upon the summer doldrums   reducing interest and thus liquidity in equity markets.(Though normally pretty inaccurate, it appears to be

[JimmyBly1]

Your question-my answer below. Just do not accuse of not reading past posts when you start (3/4 of your last one) with babbling about an off-topic angle and a childish attack. Ever heard about freedom of speech? I see your pattern that when the narrative is not pushed in your direction, it must be wiped out. Or get insulted etc. Not in my world. This is pathetic, weak and very funny too I admit

[j1nxed]

Larger scale = more volume = lower cost = first mover advantage. I honestly have no idea why you say that big scale is wrong. I feel that you have missed how growth companies are operated these days. They are taking a big risk but the reward will mister likely massive once adoption becomes more common as we are not even in the starting pit

[Lire02]

Q3 results should be out next week some time. Should answer a lot of questions. Any guesstimates beyond those offered up by Dr J ? 

[JimmyBly1]

Yes put your bets here. Go ahead. Thank you. JimmyB

[j1nxed]

I don't think the numbers are going to say much at all, bit i am interested in any comments from management on future outlook.

[DrJayser]

They have Sigma industries that should do extremly well this year. North of 80M$ CAD at 9% Ebitda margins. Most likely 2000Mt of Graphene sold at 10,000$ CAD. 50% + Margins.  So it should be arond 18M$ EBITDA this CY 21. so around 12 cents. I'm sticking to my guns!

[JimmyBly1]

As we (used to) say here: keep the last bullet for good use. JimmyB

[Lire02]

Well, j1nxed nailed it. Although early days, results a bit underwhelming. Suggests weak share price for at least another quarter, although it does confirm the wisdom of management in securing capital for the company when the iron was hot!

[graphene007]

Still a PLASTIC Company 95% of sales are from Sigma Industries (Plastic parts)

[Lire02]

But, what fraction of those plastic sales were plastic infused with graphene? That is the what the  future of the company is predicated upon.

[JimmyBly1]

That is a good question and why aren't they communicating onto this? Why? Don't you think that if there were many contracts for graphene infused products they would sing that on all the roofs? Breakfast time now. And no plastic s h i t packaging or kitchenware for me. JimmyB

[graphene007]

Sigma Industries' plastic revenues in 2018: 60 Million $ Where is the value-added ? Where is the graphene ?

[Lire02]

Good question. So far, I am willing to go along with the compny that graphene  will provide a positive addition to sales and future sales, however I know no more about current details than do you. Would love to get some more detailed  info from company, but historically Soroush has been pretty closed mouth about details until he has contracts and cash in hand.

[JimmyBly1]

So what you are saying Lire #02 is that there is nada in the order basket now? Seems very plausible to me. They are bad at communicating (good at sticking letters on their office walls though) but THAT bad? Piss poor PR performance IMHO. JimmyB

[JimmyBly1]

This is Q4 2021 right now, you are talking about Q3. JimmyB