HAYD - Ticker AI Digest

Haydale Graphene Industries 📰 1

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Today's Catalysts (HAYD) 1
HAYD 12:32
Haydale Graphene Industries
Investor Presentation via Investor Meet Company
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Partner 1
HAYD 06:01
Haydale Graphene Industries
Strategic Digital Infrastructure Partnership
Open AI Digest
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**Summary**
Haydale PLC, an advanced materials and clean-technology group, has announced a strategic digital infrastructure partnership to support a new integrated subscription model across its SaveMoneyCutCarbon (SMCC) and JustHeat operations. This initiative marks a shift towards recurring, multi-year revenue relationships, combining product deployment, digital services, and subscription-based payments. The partnership is with BEClimate (BEC), part of Quidos Technologies Limited, which provides scalable digital infrastructure for carbon accounting, verification, and environmental credit systems.
**Key Highlights**
1. **Integrated Subscription Model**Introduces recurring revenue structures, including carbon accounting, verification, compliance, and carbon finance capabilities for customers through SMCC.
2. **Strategic Platform Partnership**Agreement with Quidos Technologies Limited provides access to BECs software (BEScope, BEVerify, BEXchange) for measuring, verifying, and monetizing carbon impact.
3. **Enhanced Revenue Visibility**Improves predictability and quality of revenue through recurring income streams, increasing lifetime customer value.
4. **Financial Terms**Includes a £50,000 onboarding fee and £50,000 quarterly payments for three years, with volume-linked rebates expected to offset costs at anticipated operating volumes.
5. **Related Party Transaction**Quidos is a 10.3% shareholder in Haydale, and Haydales CEO holds a 39.2% interest in Quidos. Independent directors deemed the terms fair and reasonable.
**Strategic Impact**
**Commercial Evolution**Strengthens Haydales transition to a broader decarbonization platform, moving from one-off deployments to scalable, recurring relationships with businesses.
**Scalability**Leverages SMCCs existing B2B network and impact partner ecosystem to serve thousands of businesses seeking decarbonization solutions.
**Regulatory and Institutional Foundation**: Quidos government accreditation and operational footprint ensure high-integrity infrastructure for climate finance.
**Leadership Comments**
**Mark Sait (CCO)**Emphasized the subscription models ability to scale digital services and product deployments, serving growing demand for decarbonization solutions.
**Gareth Kaminski-Cook (Chair)**Highlighted the shift to recurring revenue models, enhancing revenue quality and visibility while supporting product-led growth.
This partnership aligns with Haydales strategy to accelerate cost-effective decarbonization solutions in the UKs built environment and scale internationally through strategic alliances.
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Results 1
HAYD 06:01
Haydale Graphene Industries
Notice of Annual Results
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HAYD 06:01
Haydale Graphene Industries
Final Results and Post-Period Trading Update
Open AI Digest
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**Summary of Haydale PLCs Final Results and Post-Period Trading Update (February 2026):**
Haydale PLC, an advanced materials and clean-technology group, announced its audited results for the 15-month period ended September 30, 2025 (FY25), marking a strategic reset and positioning the company for scaled commercial execution after acquiring SaveMoneyCutCarbon (SMCC) in January 2026.
**Key Highlights**
1. **Structural Reset and Strategic Acquisition:**
Completed a strategic reset by winding down legacy overseas operations and acquiring SMCC, enhancing revenue visibility, execution capacity, and route-to-market strength.
SMCC acquisition established an integrated B2B delivery platform, reducing customer acquisition costs and shortening sales cycles.
2. **Financial Performance (FY25)**
Group revenue£2.51 million (reflecting the discontinuation of legacy operations).
Continuing operations gross margin63% (Group gross margin: 57%).
Adjusted operating loss£4.02 million (due to transitional costs during the reset).
Post-period £5.75 million gross fundraise with institutional shareholders participating alongside the SMCC acquisition.
3. **Operational Achievements**
Exited loss-making overseas operations and non-core activities, including the divestment of US silicon carbide tooling operations.
Consolidated UK activities into a simplified, lower-cost structure.
Launched JustHeatâ„¢, a graphene-enabled heating product, and a graphene-enhanced Super-Efficient Thermal Transfer Fluid.
Secured strategic commercial arrangements for JustHeat with Interfloor and NMC.
4. **Post-Period Integration and Growth**
Integrated SMCCs operations, unifying sales processes and aligning product propositions within weeks of acquisition.
JustHeat integrated into SMCCs product suite, expanding commercial partnerships and pipeline opportunities.
Fully contracted revenues provide over 100% coverage of H1 FY26 revenue expectations, with a growing pipeline extending into H2 and beyond.
5. **Leadership and Strategy**
New leadership team, including CEO Simon Turek and Non-Executive Chair Gareth Kaminski-Cook, focused on disciplined execution and margin integrity.
Strategy centered on using proprietary HDPlas® technology to develop graphene-enabled products for energy, water, and carbon savings.
6. **Outlook**
Expects a step-change in reported revenue in FY26 compared to FY25.
Aims to deliver positive EBITDA within 12 months of the SMCC acquisition (Q1 FY27).
Fully funded for FY26 execution phase, with no anticipated need for additional capital.
**Conclusion**
Haydales FY25 results reflect a transformative period marked by strategic restructuring, the acquisition of SMCC, and the launch of innovative products. The company is now positioned for scaled commercial execution, with improved revenue visibility and a focus on sustainable growth and profitability.
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All Market News (Last 30 Days) 4
HAYD 12:32
Haydale Graphene Industries
Investor Presentation via Investor Meet Company
HAYD 06:01
Haydale Graphene Industries
Strategic Digital Infrastructure Partnership
Open AI Digest
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary**
Haydale PLC, an advanced materials and clean-technology group, has announced a strategic digital infrastructure partnership to support a new integrated subscription model across its SaveMoneyCutCarbon (SMCC) and JustHeat operations. This initiative marks a shift towards recurring, multi-year revenue relationships, combining product deployment, digital services, and subscription-based payments. The partnership is with BEClimate (BEC), part of Quidos Technologies Limited, which provides scalable digital infrastructure for carbon accounting, verification, and environmental credit systems.
**Key Highlights**
1. **Integrated Subscription Model**Introduces recurring revenue structures, including carbon accounting, verification, compliance, and carbon finance capabilities for customers through SMCC.
2. **Strategic Platform Partnership**Agreement with Quidos Technologies Limited provides access to BECs software (BEScope, BEVerify, BEXchange) for measuring, verifying, and monetizing carbon impact.
3. **Enhanced Revenue Visibility**Improves predictability and quality of revenue through recurring income streams, increasing lifetime customer value.
4. **Financial Terms**Includes a £50,000 onboarding fee and £50,000 quarterly payments for three years, with volume-linked rebates expected to offset costs at anticipated operating volumes.
5. **Related Party Transaction**Quidos is a 10.3% shareholder in Haydale, and Haydales CEO holds a 39.2% interest in Quidos. Independent directors deemed the terms fair and reasonable.
**Strategic Impact**
**Commercial Evolution**Strengthens Haydales transition to a broader decarbonization platform, moving from one-off deployments to scalable, recurring relationships with businesses.
**Scalability**Leverages SMCCs existing B2B network and impact partner ecosystem to serve thousands of businesses seeking decarbonization solutions.
**Regulatory and Institutional Foundation**: Quidos government accreditation and operational footprint ensure high-integrity infrastructure for climate finance.
**Leadership Comments**
**Mark Sait (CCO)**Emphasized the subscription models ability to scale digital services and product deployments, serving growing demand for decarbonization solutions.
**Gareth Kaminski-Cook (Chair)**Highlighted the shift to recurring revenue models, enhancing revenue quality and visibility while supporting product-led growth.
This partnership aligns with Haydales strategy to accelerate cost-effective decarbonization solutions in the UKs built environment and scale internationally through strategic alliances.
HAYD 06:01
Haydale Graphene Industries
Final Results and Post-Period Trading Update
Open AI Digest
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary of Haydale PLCs Final Results and Post-Period Trading Update (February 2026):**
Haydale PLC, an advanced materials and clean-technology group, announced its audited results for the 15-month period ended September 30, 2025 (FY25), marking a strategic reset and positioning the company for scaled commercial execution after acquiring SaveMoneyCutCarbon (SMCC) in January 2026.
**Key Highlights**
1. **Structural Reset and Strategic Acquisition:**
Completed a strategic reset by winding down legacy overseas operations and acquiring SMCC, enhancing revenue visibility, execution capacity, and route-to-market strength.
SMCC acquisition established an integrated B2B delivery platform, reducing customer acquisition costs and shortening sales cycles.
2. **Financial Performance (FY25)**
Group revenue£2.51 million (reflecting the discontinuation of legacy operations).
Continuing operations gross margin63% (Group gross margin: 57%).
Adjusted operating loss£4.02 million (due to transitional costs during the reset).
Post-period £5.75 million gross fundraise with institutional shareholders participating alongside the SMCC acquisition.
3. **Operational Achievements**
Exited loss-making overseas operations and non-core activities, including the divestment of US silicon carbide tooling operations.
Consolidated UK activities into a simplified, lower-cost structure.
Launched JustHeatâ„¢, a graphene-enabled heating product, and a graphene-enhanced Super-Efficient Thermal Transfer Fluid.
Secured strategic commercial arrangements for JustHeat with Interfloor and NMC.
4. **Post-Period Integration and Growth**
Integrated SMCCs operations, unifying sales processes and aligning product propositions within weeks of acquisition.
JustHeat integrated into SMCCs product suite, expanding commercial partnerships and pipeline opportunities.
Fully contracted revenues provide over 100% coverage of H1 FY26 revenue expectations, with a growing pipeline extending into H2 and beyond.
5. **Leadership and Strategy**
New leadership team, including CEO Simon Turek and Non-Executive Chair Gareth Kaminski-Cook, focused on disciplined execution and margin integrity.
Strategy centered on using proprietary HDPlas® technology to develop graphene-enabled products for energy, water, and carbon savings.
6. **Outlook**
Expects a step-change in reported revenue in FY26 compared to FY25.
Aims to deliver positive EBITDA within 12 months of the SMCC acquisition (Q1 FY27).
Fully funded for FY26 execution phase, with no anticipated need for additional capital.
**Conclusion**
Haydales FY25 results reflect a transformative period marked by strategic restructuring, the acquisition of SMCC, and the launch of innovative products. The company is now positioned for scaled commercial execution, with improved revenue visibility and a focus on sustainable growth and profitability.
HAYD 06:01
Haydale Graphene Industries
Notice of Annual Results

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Fundamentals Matrix

Overall Fundamentals
Signal: Pending
Capital Strength
Signal: Pending
Float Liquidity
Signal: Pending
Short Pressure
Signal: Pending
Target Setup
Signal: Pending
Market Profile
Signal: Pending
Market Cap
24490334
Enterprise Value
17624270
Public Float
28.98
Broker Target
1
Shares Out
7774709099
Long Interest
95
Short Interest
5
Exchange
LSE
Currency Code
GBX
ISIN
GB00BKWQ1135
Market
LSE - AIM
Sector
Industrial Materials
Float / Shares Ratio
-
Short vs Long Delta
-
EV / Market Cap
-

Financials Matrix

Overall Stability
Signal: Pending
Profitability
Signal: Pending
Debt & Cash
Signal: Pending
Valuation Risk
Signal: Pending
Forward Expectation
Signal: Pending
Dividend Safety
Signal: Pending
Divi Rate
-
Ex Divi
2009-01-01
Earnings Date
2026-03-11
Net Debt
136000.0
Cash
1680000.0
EPS
-
Net Income
-7180000.0
Revenue
580800.0
Enterprise Value
17624270
Trailing PE
-
Forward PE
31.9489
Price Sales TTM
42.1666
Price Book MRQ
19.0937
EV Revenue
7.0036
EV EBITDA
-2.5041

Capital Radar

Capital Regime
Building signal blend...
Smart Money Tilt
Public vs institutions
Target Conviction
Broker coverage pulse
Insider Pressure
Director + TR1 flow
Last Held Position
-
Public Hands
-
Institutions
41.6398
Institutions As Of
2026-01-22
Avg Broker Target
-
Upside Vs Price
-
Purchase Director Dealing
0
Sale Director Dealing
0
Purchase TR1
6
Sale TR1
5
Broker Coverage Rows
0
Institution Holders Tracked
6
Public Vs Institutional Ownership (3D)
Top Institution Holders (Latest Per Holder)
Director Dealing Sentiment Flow
Broker Target Bias
Signal: Pending
Capital Momentum Matrix
Broker Targets Vs Price
Aggregated Institution Weight By Holder

Short Data - Last 30 Days

Nexus Pulse Engine

Overall Buy/Sell/Hold
Signal: Pending
Technical Composite
Signal: Pending
Financial Composite
Signal: Pending
Fundamental Composite
Signal: Pending
Short Pressure
Signal: Pending
Momentum Bias
Signal: Pending

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ATR(14)
Realized Vol (20d)
Volume Spike Z

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