Tag Archives: IoT

Investment in Cambridge after ARM Holdings plc

Graphene Value Network

August News – Cambridge GrapheneTechDays 2015

We welcome you all!

Who Should Attend? 

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Why attend? Pricing

Sponsors & exhibitors marketing | Click for detailed info and pricing

Sponsor Credits: Haydale plc (Lead) FlexEnable (Co-Lead) CGC (Co-Lead) Marks & Clerk LLP (Gold)

The Cambridge Graphene Tech Days 2015 is a leading festival of events over two days for networking and learning more about the latest advances in commercialising Graphene and related materials  in sectors such as electronics, displays, energy storage, composites, packaging, aerospace & defence and automotive.

Airbus & BP will give new presentations on the challenges for Graphene Solutions Providers in their set of industries and will be joined also by other global conglomerates.

The special programme of events will be held mainly in Cambridge’s newly-opening Graphene Building: with an exhibition of technology and tours of new labs as well as a media event, conference and a fine Hall dinner. The expert-led MasterClass covering the value network srtructure and barriers & application prioritisation offer enormous added value to corporate executive leaders.

Introduction from Dr Justin Hayward, CEO of CIR and Co-Director of Cambridge Graphene Days 2015
It is an honour to have the chance to bring together such excellent industrial and entrepreneurial growth companies in the graphene and GRM sector with Cambridge University and its new Graphene Centre Building Hub. Cambridge is perhaps the top global university across all key measures such as teaching and research. It is also home to a burgeoning technology cluster. Great companies have been born & grown to billions in the 25 years that I’ve lived here, but now multinationals also regularly come to have a base in Cambridge to find excellent research, engineering & coding staff, partnerships with top academics and other outsourcing and learning with many other players offering services in the tech cluster. I look forward to an inspiring couple of days of events.

Ray Gibbs, CEO of Haydale commented ”The Cambridge hub is one of the pre-eminent places to go for the highest quality science and application skills. As a leading technological solution provider to this rapidly evolving market sector it made great sense to support this centre of excellence covering graphene and related nano materials, . We believe the conferences and workshops at the Cambridge Graphene Days will showcase the adoption and use of the graphene materials in real products. Haydale’s functionalised graphene technology already is providing ground breaking benefits to organisations involved with composite materials, conductive inks and next generation battery technology”.

Chuck Milligan, CEO, FlexEnable commented ”The relevance of graphene and graphene-like materials to flexible electronics for displays and sensors is clear, and we are proud to be co-sponsors of the Cambridge Graphene Days event – and the opening of the Graphene Building in Cambridge. We believe that our unique manufacturing processes for flexible electronics, together with the exponential growth expected in the flexible display and IoT sensor markets, provide enormous opportunity for this exciting class of materials.”

Professor Andrea Ferrari added “We are very much looking forward to our Cambridge Graphene Technology Day on the 5th of November, when we will showcase industrial applications of graphene and related materials. We are also excited to be hosting high value manufacturing-oriented meetings on the site of the Cambridge Graphene Centre”

To learn more about the Cambridge Graphene Technology Days 2015 please visit http://www.hvm-uk.com/graphene2015

Book now!

Haydale Named Lead Sponsor for Cambridge Graphene Days 2015

Haydale Ltd., a leader in the development of enhanced graphene and nanoparticulate materials, has announced its decision to sponsor the Cambridge Graphene Days (5-6 November 2015).

The Cambridge Graphene Days is a prime event for networking and learning more about the latest advances in commercialising Graphene and related materials in sectors such as electronics, displays, energy storage, composite, packaging, aerospace & defence and automotive. The festival of events includes a program of events to be held mainly in Cambridge’s new Graphene Building, with an exhibition of technology and tours of labs as well as a media event, conference and dinner at King’s College.

Ray Gibbs, CEO of Haydale commented ”The Cambridge hub is one of the pre-eminent places to go for the highest quality science and application skills. As a leading technological solution provider to this rapidly evolving market sector it made great sense to support this centre of excellence covering graphene and related nano materials, . We believe the conferences and workshops at the Cambridge Graphene Days will showcase the adoption and use of the graphene materials in real products. Haydale’s functionalised graphene technology already is providing ground breaking benefits to organisations involved with composite materials, conductive inks and next generation battery technology”.

Professor Andrea Ferrari added “We are very much looking forward to our Cambridge Graphene Day on the 5th of November, when we will showcase industrial applications of graphene and related materials. We are also excited to be hosting high value manufacturing-oriented meetings on the site of the Cambridge Graphene Centre”

For further information on leading edge functionalised graphene application solutions please visit www.haydale.com or contact Haydale Ltd. on +44-1269-842946 / info@haydale.com.

To book to join and learn more about participating in the Cambridge Graphene Days #CGD15 please visit http://www.hvm-uk.com/graphene2015

Haydale , based in South Wales, UK and housed in a purpose-built facility for processing and handling nanomaterials, is facilitating the application of graphenes and other nanomaterials in fields such as inks, sensors, energy storage, photovoltaics, composites, paints and coatings. Haydale has developed a patent-pending proprietary scalable plasma process to functionalise graphene and other nanomaterials.

Cambridge Graphene Days #CGD15 please visit http://www.hvm-uk.com/graphene2015

My take on ARM Holdings plc

ARM is growing up and has considerable brand value to add on as it matures, on top of the value it adds as it grows by revenues and profit.

The April 2014 multiples were fairly high, then there was a correction of 12.5% below 5 year trend line.

But my target for ARM’s share price in 4 year’s time is £25-£30+, hitting these levels in at least one pre-emptive spurt before that time, given the typical volatility of the price.

Why, in summary?

I assume conditions remaining roughly the same in the longer run in terms of attitudes to financial ratios. The company will likely grow at least 20% a year given the market outlook for the current and new areas it sells into. On top of all that, it will add intangible value like better-known global electronics and ICT brands have done (see E&T Magazine April 2014 for brand value increases in electronics and IT). This intangible brand value will affect the share price directly, but may also help maintain or increase royalty and licensing fee rates that ARM can command.

Top 6 reasons:

ARM…
1. has a beautiful business model involving tech licensing and royalties in high barrier, deep tech.
2. is yet fully to exploit its brand and go confidently shoulder to shoulder with the big guys who have the big, rapidly growing brand values in electronics and ICT. But it is beginning to do this through market diversification, corporate marketing, supply chain management and internal cultural development: remember Apple was its first customer!
3. has a beautiful strategy to push further into the markets it currently dominates (smartphones, which Analysts at IDC say is growing at 28.9% p.a.) – because those markets are still growing and the number of chips per phone is increasing while the phones get priced cheaper for global emerging markets.
4. is consistently growing itself on average at 15-20% a year, and has been for at least 4 years.
5. new markets are amazing, pretty much exponential, such as IoT (MCUs, radio, sensors, embedded) and ARM is better placed than anyone to exploit them and benefit from their general take-up.
6. any competitors that threaten are more likely to drive up the ARM share price if they succeed, as they might for a time be in a position to buy ARM, but it more likely that ARM will grow and become a feisty global brand, an icon of the knowledge economy in the next decade.
7. ARM’s price rose an order of magnitude in the past 5 years; these targets represent a considerable slow down in those timescales.
8. is investing not only in great R&D staff, but is also expanding its global marketing campaigns: innovation AND marketing.

So I am not moved by this little bump has happened because of a regrade by an investment bank and by a general forum about tech share levels. They bear no resemblance to 1999 in absolute financial ratio terms; and ARM bears no resemblance to a revenueless, USP-less dotcom.

In the big picture, you have a superb business, and the medium-term is looking excellent.

About CIR

Cambridge Investment Research (CIR Strategy) is an independent consultancy trading since 2002. Its Company Director, Justin Hayward MMath MBA PhD is invested in ARM. Justin Hayward, 45, is a former Hawking PhD student (early 90s) and a former Deutsche Bank quant relative value analyst (late 90s).

This note is not a recommendation to buy or sell a security.

HVM Graphene Conference Cambridge 2013 Programme Lineup!

HVMG13 Information | Bookings

Programme for 5 November 2013 HVMG Conference

 

Opening Session – Introduction & Graphene Basics: Functional Materials
10:00 Mike McCreary, Director, CIR Strategy
- Conference introduction
10:05 Professor Peter Dobson, Oxford University Nanomaterials – Chairman’s Introduction
10:20 Prof Andrea Ferrari, Cambridge University 
& Head, Cambridge Graphene Centre
Overview of the Applications of Graphene
10:35 Dr Patrick Frantz, CEO, Cambridge Graphene Platform
Low Cost Graphene & 2D Layered Material Inks for Printed Electronics
10:50 Dr Steve Thomas, CIT Ltd
Conductive materials – market uses & experiences
11:05 Panel with speakers & moderator & Prof Johnny Coleman Trinity College Dublin
11:30 Coffee break
Session 2 – Additive manufacturing, electronics, photonics
11:50 Dr Mike Banach, VP, Plastic Logic
Shaping the next industrial revolution
12:05 Dr David Brown, CTO, Canatu
Scaling of Carbon NanoBud film production for commercial apps in touch and display devices
12:20 Dr Richard van Rijn, CTO, Applied Nanolayers
High volume quality manufacture of graphene
12:30 Dr Kate Stone, Novalia
Creative printed electronics
12:35 Peter Towler, Director, BritonEMS part of OSI Electronics – What to expect from an EMS Supplier

12:40 Panel with Moderator Professor Ferrari & Dr Rob Harvey, AtomJet

13:05 Lunch and Exhibitions
Session 3 – Commercialisation Cases & other materials & applications
14:05 Dr Krzysztof Koziol, Chief Scientist, Cambridge Nanosystems Ltd
14:15 Professor Jonathan Coleman,
Layered materials: from tiny things to advanced applications
14:30 Professor Richard Palmer, Founder, Nanoscale Labs, Birmingham University
Prospects for massive scale-up from nano research in biochips & catalysis
14:50 Dr Nathan Hill, Strategy Director, National Graphene Institute – Commercialisation strategies

15:10 Panel with Moderator Del Stark CEO, Nanopro

15:30 Tea break
Final Session – Strategy for UK HVM & Graphene
16:00 Dr Jani Kivioja, Head, Nokia Research Center
Graphene – What is the commercial viability of short term applications?
16:30 Nick Coutts MA; Former IBM VP, CIR Strategy
Routes to Value for Graphene
16:40 Dr Martin Kemp, NanoKTN
Graphene commercialisation – Summary of industry consultation workshops
16:55 Professor Sir Michael Gregory CBE, Head, IfM
High Value Manufacturing Roadmaps
17:05 Panel with Professor Sir Mike Gregory CBE; Chairman’s Summary
17:30 Networking & Drinks Reception

Please contact 01223 303500 to speak to the organiser of HVMG13 directly.

 

Programme Lineup for Smart Homes 2013 Cambridge, 5 November

The 8th Smart Homes & Cleanpower Conference 2013 Expo (SHCP13 | Bookings) will take place at Buckingham House Conference Centre, Murray Edwards College, Cambridge University CB3 0DF on 5 November 2013, and the forum will discuss the above questions in pleasant and relaxed modern conference surrounds. An excellent lineup of speakers has been arrayed covering a unique range of related topics. Generalise & thrive!
Smart Homes Conference 2013 – 5 November Cambridge

Opening Session – Connected Intelligence, Water, Energy, Things
10:00 Justin Hayward, Director, CIR Strategy, Introduction
10:05 John Riley, Head, Digital Policy Alliance, Chairman’s Opening Remarks
10:10 Bryan Lawrence, Solutions Marketing Manager, ARM Ltd Lead Sponsor
Empowering your home: realizing efficiency, comfort and security
10:25 Robert Brunbäck, CMO, Telenor Connexion AB
The Smart Home: from Vision to Reality
10:40 Ian Ellerington, Head of Innovation, DECC
Energy Innovation Programme
10:55 Steve Kaye, Head of Innovation, Anglian Water, Gold Sponsors
Innovations in water
11:05 Panel with Chair, & Marco Pisano, ESCO, followed by coffee break
Session 2 – iWATER – Water Technologies
11:40 Linda Berkshire, Anglian Water
Water & customer experience
11:50 Laurie Reynolds, Director, Aquamatix
Connecting the Water Industry to the Internet of Things
12:00 Adam Burrows, I2O Water
Under Pressure: advanced management technologies
12:10 Marcus Fowler, Tynemarch
Hands to the pump: total control software
12:20 Paul Glass, Anglian Water
In-house displays & devices for water
12:30 Panel with Steve Kaye, Head of Innovation at Anglian Water
13:00 Rapid Innovation Pitches CIR Strategy & Venture Partners
13:10 Lunch and joint networking with HVM Graphene Stream
Session 3 – iHEAT – Homes Energy & Technology
14:00 Graeme Hodgson, Project Manager, Hitachi Europe, Gold Sponsors
Strategy for  Smart Communities
14:15 Andy Nowell, Technical Director, Sentec Ltd
Home Energy metering
14:30 Andy Heaton, CEO, EnModus Ltd
Connectivity in the smart home – Winner Takes All or Horses for Courses?
14:40 Russell Haggar, CEO, Xsilon Ltd – Dependable M2M & Case Hanadu
14:50 Chris Wright, Founder, Moixa Energy – Distributed systems: time shifting DC & lighting load
15:00 Panel with Graham Ford, Mansion Partners & Tea break
Final Session – Smart Homes & IoT Entrepreneurship
15:40 Adam Gould, CEO, ARM Sensinode
Introduction to IoT for Smart Homes
16:00 Amir Chaudhry, Founder, Nymote.org
Dumb homes, smart people: generational systems for IoT
16:10 Ben Kott, CEO, EnergyDeck Ltd
A Powerful platform to reduce energy cost
16:20 Usman Haque, Founder & CEO, Umbrellium Ltd
Empowering smart citizens
16:40 Pilgrim Beart, Founder Director, AlertMe
Smart Homes At Scale
17:00 Plenary panel with John Riley, Head of UK Gov Digital Policy Alliance, then Chair Summary
17:30 Networking Drinks

8th Smart Homes & Cleanpower Conference 2013 Expo (SHCP13 | Bookings)

Please call us on 01223 303500 for bookings or more information.

Graphene: what is the reality?

The HVM Conference Series was founded in 2002, after a market research report led to an early definition of high value manufacturing.

The HVM & Graphene Conference is anchored to the large end markets such as materials, electronics, photonics, energy and biotech and tries to connect these & related markets with graphenes & related functional materials, technologies & processes.

The HVM Conference will run an edition on Graphene (HVMG13) and related functional materials on 5 November 2013 in Cambridge. The Nobel Prize has been awarded in 2010 to Geim and Novoselov for work on Graphene. The conference is interested in commercial applications of the materials. There is no interest at this long-running & grounded UK conference series in hyping the market growth derived from the materials. The interest is in the uses, availability, manufacture, timing of graphene, related materials and their market growth. The wide range of potential applications below of graphene fits well with the range of processes & end-product markets that the HVM Conference has covered over the years, such as additive manufacture & printed electronics.

This conference of the brightest, best and most experienced will take on board the below, and ask & discuss the full suite of commercialisation & opportunity prioritisation questions. The conference is sponsored by the NanoKTN, Plastic Logic & OSI Electronics. There is also participation from Cambridge University, the IfM, Cambridge Graphene Centre, the National Graphene Institute, Manchester University, Oxford University, Birmingham University, Lancaster University, Imperial College, Cambridge Graphene Platform, Cambridge Nanosystems, Applied Nanolayers, CIT, Novalia, KPMG, Heraeus Noblelight, and a number of key commercial, larger players such as Nokia Research.

Here are some of the statements and comments made by academics at a selection of learned institutions in recent years:

Graphene is a sheet of carbon atoms arrayed in a honeycomb pattern, just a single atom thick. It could be a better semiconductor than silicon.
Stanford

 

Graphene is a material with outstanding properties that make it an excellent candidate for advanced applications in future electronics and photonics.

…graphene field-effect transistors, FETs, and …graphene monolithically integrated circuits (ICs). These graphene transistors and ICs could become essential elements in the blossoming fields of wireless communications, sensing, and imaging.

…impressive photonic properties of graphene. The light–graphene interaction can be adjusted using an electric field or chemical dopant, making graphene-based photonic devices tunable. (Applications such as)…fast photodetectors, optical modulators, far-infrared filters, polarizers, and electromagnetic wave shields. These graphene photonic devices could find various applications in optical communications, infrared imaging, and national security.

IBM Watson Research Center

 

Graphene is the thinnest known material in the universe and the strongest ever measured. Graphene can sustain current densities six orders of magnitude higher than that of copper…record thermal conductivity and stiffness, is impermeable to gases, and reconciles such conflicting qualities as brittleness and ductility.

Manchester

 

Recent discoveries have provided simple methods for preparing lab-scale samples to study graphene. A number of techniques have emerged that show promise for producing large-scale samples with the ultimate goal of developing devices that take advantage of graphene’s unusual properties. As large samples become available, the possibility grows for applications of this material in solar cell technology (as flexible, transparent electrodes), in composites material development, and in electronic devices.

Columbia

 

…those properties (of graphene/graphene oxides) can be exploited in several applications such as photo-catalysts (degradation of pollutants)…

Nokia Research

 

(We study) thermal transport properties of graphene…applications of controlling heat at nanoscale.

The thermal conductivity can be tuned dramatically by the graphene filler concentration.

Graphene-based composites are potentially promising as thermal interface materials (for) modern heat management in many industrial applications.

Purdue

 

The HVM Graphene 2013 Conference is co-located with the ARM sponsored Smart Homes & Cleanpower 2013 Conference, in its 8th year, which takes in Heat, Water and Connected devices/IoT Sessions for an excellent set of crossovers around energy, heat, storage, electronics, and data. Delegates of  one conference may move freely between both conference rooms for a rich, inspiring and productive experience on the day.

To attend HVM Graphene 2013, simply email (graphene@hvm-uk.com) with your name, affiliation & contact details, and the organisers will do the necessary (pricing is on the webpage linked above).

This blog entry was researched and compiled by Dr Justin Hayward MBA and Conference Director.

Smart Grids & Cleanpower: an overview of 5 June 2013

Dear colleague

SGCP 2013 is an exciting one-day conference expo in two streams for corporates, investors and entrepreneurs building businesses in the connected intelligence for grids and power sector. The conference is in its 5th year. We want to inform, inspire and connect the people and companies building & securing the smart grid and enabling safer cleaner lower-cost power generation.

Why attend SGCP – what this conference expo gives you

The double-stream conference brings together brands implementing connected intelligence and the disruptive tech companies supplying them to discuss smart grids “The Grid of Things” and transition energy security.

The Lead Sponsor is ARM. Speakers include ARM, Energy Saving Trust, Cyan Technology, BPAE, Anglian Water, National Grid, National Nuclear Lab, National Physical Lab, UK Power Networks, S&C tbc, Trilliant, ETI, DECC, Ofgem, Intellisense, Moixa Energy and AlertMe (see web for longer list andagenda).

Some who will be there: Cambridge University, Imperial College, Marshall Group, Anglian Water, Hitachi Europe Future Cities, Energy Saving Trust, NPL, TTP Ventures, Dawe Media, Fault Current Ltd, Maosco Ltd, Multos, Isentropic Ltd, AlertMe Ltd, Polysolar Ltd, Cambridge Carbon Capture Ltd, Green Tide Ltd, JKPM Ltd, Energence Ltd, Metric Digital, EDW Tech Ltd, Cyan Technology Ltd, Shirlaws, Trillion Fund, UKTI East, Alconbury Enterprise, Autodesk, Trilliant, S & C Electric, BPVA, KISS Comms Ltd, Quench Power Ltd, Venner Shipley LLP, Cambridge Design Partnership Ltd, The Guardian Newspaper, UK Power Networks, BP plc,National Grid, Ofgem, Intellisense, Buro Happold, Durham University, Electralink, NNL, Ofgem, Sainsbury’s plc, DECC, ETI, Solar Century plc, Renesola, Emblem Ventures, UKERC, Oxford University, Moixa Energy, Adapt Commercial Ltd, Poyry, Mansion Partners, Xsilon Ltd, PassivSystems, Nanoforce Ltd, Gazprom, Qatar Developments, greenBRIDGE, New Laws Legal, EDF Energy, Clean Capital Advisors, Low Carbon KEEP Programme, CreativeZones, FusionIP, Sentec, Cambashi.

Media Partners include Business Weekly, Cleantech Investor Magazine, Clean Capital Network, Connected Clusters, Cleantech Business News and Smart Grids Careers: a lot of publicity!

Using probably the best & most comfortable venue in Cambridge, we offer many hours of pleasant, great networking with a lunch as well as structured and unstructured sessions and Q&A throughout the day.

Interested in exhibiting?

There is still some space for showing off what you do in the conference networking hours including lunch so please do get in touch.

Rising stars in grids and power

A key part of the programme is showcasing with innovation pitches, hosted this year by experienced investor Clennell Collingwood of TTP Ventures, the best of the innovators that are making the connected intelligence, grid technology & power generation deployment. Companies with the greatest market potential will meet customers, investors and press. If you have a successful or new business in grids and power, take an expo showcase space here (only 2 spots remain).

You can find out more and register here (http://www.cir-strategy.com/events/register) for SGCP13 and/or HVM & iWATER November on the info webpage here.

By calling 01223 303500 to book and telling us that you heard about this through Cleantech Investor Magazine, we will give you a 20% discount from the exec and investor rates.

Justin Hayward

CIR Conferences in Cleantech and HVM

http://www.cir-strategy.com/events/cleanpower

Buy Tickets (http://www.cir-strategy.com/events/register)

Mobile: 44 7720 047 402

Email: justin@cantab.net

CIR Conferences on Twitter: @HVMConference

Skype: jhayward

LinkedIn: http://uk.linkedin.com/in/haywardcir

Slideshare: Past conference talks

More info about future events – speaking, sponsorship & registration

Conferences upcoming (call 01223 303500 to plan a great marketing programme):

Smart Grids & Cleanpower, 5 June, Cambridge

HVM Graphene Disruptive, 5 November, Cambridge

iWATER & iHEAT, 5 November, Cambridge