CatalystWireBeta

Haydale Graphene Industries

HAYD · AIM · Basic Resources · mcap £22m · 0.2p

Haydale makes plasma-treated graphene and other nanomaterials, and sells the JustHeat graphene underfloor heating system and a graphene heat-transfer fluid. Since January 2026 it also runs the SaveMoneyCutCarbon platform, which sells energy, water and carbon-saving services to small businesses.

Recent signals

Negative 13 Oct 2026

FY26 revenue £5.0m versus c.£8.0m expected; EBITDA loss widened

Trading update well below market expectations of £8.0m revenue, while breakeven timing was kept at Q2 FY27. 13 Oct 2026 24 Jun 2026

Mixed 13 Oct 2026

Restructured SMCC delivery model via Quidos Protect

New model lowers the revenue needed for operating breakeven from ~£17m to ~£10m; Quidos is a related party. 13 Oct 2026 2 Mar 2026

Positive 22 Jan 2026

Quidos and Octopus raised stakes in January 2026

Quidos rose from 10.3% to 18.1% and Octopus from 9.72% to 17.68%, with IW Capital reaching 7.24%. 22 Jan 2026 15 Jan 2026 22 Dec 2025

Capital actions
  • 2026-01-12 acquisition · up to £17.11m – All-share acquisition of SMCC: £11.16m initial shares, up to £5.95m deferred over five years on share price targets 12 Dec 2025
  • 2026-01-12 placing · £5.75m – Gross fundraise via placing, subscription and retail offer at 0.5p per share alongside SMCC acquisition 16 Dec 2025
  • 2025-06-26 placing · £2.13m – Conditional subscription of 474m shares at 0.45p 26 Jun 2025
  • 2025-04-17 disposal · c$680,000 – US subsidiary HCT sold to Greenleaf via Chapter 11 auction; no cash recovery expected 17 Apr 2025

From the company's own announcements · not investment advice

Company filings. Not investment advice.

Share this quote

Quote card
Post on X WhatsApp Download image

The link opens this announcement with the quote highlighted. Quotes are checked against the original text.

Add a note