Posts Tagged ‘Cross linker’

CESI is proud to present the following observation: Nexam has delivered two (speciality) compounds to Victrex (4-fluorophenylethynylbenzophenone (4-FPEB) and 3-fluorophenylethynylbenzophenone (3-FPEB) and Victrex has subsequently filed a patent application WO 2015087059 A1 (published June 18, 2015). Due to additional information presented below in this blog post, CESI believes Victrex end cappers might indicate substantial (near) future business. Why? In this blog post the author aims to answer this question.

VICTREX – The World Leader in High Performance Aromatic Polyketone Solutions (PAEK) Victrex source link 

“For more than three decades, Victrex has collaborated with customers to help turn their toughest challenges into tangible benefits. As a product leadership company, our proactive approach in monitoring the trends of the industries we serve and engaging in open dialogue with industry leaders enables us to deliver what is required to maximise performance today and tomorrow.

Victrex is largely integrated into its key raw material supplies, alongside complementary supply from non-Victrex sources. This is a unique position as a PAEK manufacturer and allows us to ensure security of supply for our customers, as well as consistent and technically advantageous products, meaning high-quality products that will be delivered on time and in-full. 

A company with cutting-edge polymeric solutions, streamlined production facilities, application development expertise and unmatched technical support – that’s a future performance partner.”

What is PAEK (and PEEK)?  Source link (wikipedia)

“Polyaryletherketones (PAEK) has a continuous operating temperature of 250 °C (482 °F) and under short-term loads can function up to 350 °C (662 °F). When burned it has the least toxic and corrosive fumes. It also has a low heat output when burned, so it qualifies for use in interior aviation applications. It also has good overall chemical resistance.  

Plastics that fall within this family include:[3]

  • PEK
  • PEEK
  • PEKK
  • PEEKK
  • PEKEKK (polyetherketoneetherketoneketone)”           

WO2015087059 – POLYMERIC MATERIALS. VICTREX MANUFACTURING LIMITED

Publication Date: 18.06.2015 International Filing Date: 08.12.2014

“Polyaryletherketones (PAEKs) are produced which are end-capped with a phenylethynyl- containing moiety. The end-capped material, having a relatively low molecular weight, may be subjected to a thermal cycle to produce a higher molecular weight material having excellent mechanical properties, a relatively high level of crystallinity and acceptable Tm and Tg […]

The following materials are referred to hereinafter:

4-fluorophenylethynylbenzophenone (4-FPEB) – obtained from Nexam Chemicals […]

3-fluorophenylethynylbenzophenone (3-FPEB) – obtained from Nexam Chemicals

[…] Source link: http://google.com/patents/WO2015087059A1?cl=en&hl=sv

“Mechanical properties of moulded samples were assessed and compared to commercially available PEEK 90, PEEK 150 and PEEK 450 materials. Results are provided in Table 6.

[…] Source link: http://google.com/patents/WO2015087059A1?cl=en&hl=sv

Table 6 It will be appreciated from Table 6, that moulding the example 9 polymer having the same starting RV as PEEK 90, yields a polymer with properties more like PEEK 150. Similarly, Example 1 1 , having the same starting RV as PEEK 150, has properties after moulding which are more like PEEK 450.

Advantageously, it is found that the shear heating and injection moulding process promotes the majority of the curing of the polymers and thus an increase in RV and improved properties. A post-cure step (e.g. heating at 400°C for 2 hours) is not found to lead to a significant further increase in fracture toughness over “as moulded” samples.

Alternative phenylethynyl compounds which may be used as described above for 4- FPEB include the following:”

CESI decided to graphically visualize the content of the patent… 

Nexam slide 1 PAEK fixed

CLICK PICTURE TO ENLARGE CESI SCHEME 1!

Nexam slide 2 PAEK fixed fixed

CLICK PICTURE TO ENLARGE CESI SCHEME 2!

Now, why is CESI thrilled to stumble across a new patent from Victrex containing Nexam endcappers? Well, the timing seems appropriate…

“Thornton Cleveleys (UK) – Victrex has successfully commissioned the first production stream of its £90 million third Polyaryletherketone (PAEK) manufacturing plant as it focuses on offering even greater security of supply to customers, as well as delivering complete solutions. The capacity increase is also a further foundation to progress Victrex’s pipeline of future opportunities, including seven mega programmes, which will help grow the company over the coming years.” Source link, Victrex.com

“The new PAEK plant serves as the backbone to develop core growth and future opportunities. With long term megatrends being supportive across Victrex’s markets of automotive, aerospace, energy, electronics and medical, the company has focused its pipeline on a smaller number of larger opportunities. These include for example aerospace brackets, applications for mobile devices, orthopaedic knees and oil & gas pipes through its partnership with Magma. Victrex recently identified the overall market potential for the high-performing thermoplastic PAEK as being over 80,000 tonnes.” Source link, Victrex.com

Additionally, on page 5 in the Nexam interim report Q2 2014 we find a full one-pager covering PAEK (PolyArylEtherKetone) and related Nexam Chemical projects. Nexam stated:  “Victrex is now synonymous with PEEK material around the world and accounts for around 80 percent of the total market for PAEK plastics”

Even more interestingly, Nexam has in fact rigorously protected PAEK in respect to intellectual property (IP)!

“Nexam Chemical’s products to PAEK plastics Since it was started in 2009, the Company has collaborated with the majority of the PAEK plastic producers on the market. This has resulted in a PAEK plastic patent and several products. A couple of the products developed can be used to improve the process properties of PAEK plastics, which enables more complicated components to be manufactured. The plastic becomes less viscous during forming and the improved properties are recreated in the final phase of the process. In the continuing service life of the component, Nexam Chemical’s products give the material self-reinforcing properties. Another of Nexam Chemical’s development projects also makes it possible to improve properties by adding our crosslinker as an additive to the finished PAEK plastic. The improvement is strong enough to allow the plastic to successfully compete with polyimide plastics, which are more expensive and cost more to manufacture. This creates opportunities for increased sales growth of PAEK plastics, mainly for new applications, but also enables Nexam Chemical to provide users of PAEK plastics with additives for manufacturing special solutions. In this way, Nexam Chemical gets access to an expanded potential market in addition to the companies that produce PAEK plastics. Nexam Chemical products for the PAEK market are marketed under the NEXAMITE name.”

Now, the Nexam share holder has learned not to trust all single statements from the former CEO Per Morin. Therefore, CESI decided to personally control the quality of the Nexam patents (CESI has ~15 years of industrial organic synthesis experience , patent searches included). The CESI patent search resulted in two relevant hits:

Already after a quick glance, CESI is satisfied. In the first section of the patents, the relevant core (compound) structures are claimed and the relevant schemes are attached. Furthermore, the linker subunit and “all” free positions of the phenyls/aryls are claimed. An impressing array of R groups are specified. To the authors delight, applications are also depicted. These statements may be difficult to digest for a non chemist. A simplified conclusion is that “most relevant structural variations that one can imagine of the molecules also are claimed”. In total the patent(s) contain roughly 150 specific claims within this specific PEEK/PAEK IP space. CESI decided to quote a few  (claims 19-23):

“[0019] It has now unexpectedly been found that cross-linkable aromatic polyetherketones may be obtained by incorporation of acetylenic residues comprising carbon-carbon triple bonds, for instance as endcapping residue(s) [CESI: the Victrex application…], as pendant residue(s) along the molecular backbone and/or as residue(s), wherein the carbon-carbon triple bond(s) is part of the polymer chain, in aromatic polyetherketones.

[0020] The carbon-carbon triple bond allows for cross-linking, such as acetylenic cross-linking, of the cross-linkable aromatic polyetherketone, as alternative and/or additional cross-linking mechanism, thus implying that improved and/or changed properties, such as changed E-module value, changed impact strength and improved resistance towards thermo-oxidative, thermal, oxidative and/or mechanical degradation may be achieved. Also the Tg may be affected by such cross-linking.

[0021] The acetylenic residues were found to be compatible with normal thermoplastic processing methods. Thus, cross-linkable aromatic polyetherketones may be processed using normal thermoplastic processing methods, before cross-linking is initiated. Further, a by-product free (contamination free) material may be obtained. In addition, the Tg (glass transition temperature) may be increased to such a level that the cross-linked polymer may be used in high temperature applications without traditional thermoplastic drawbacks jeopardizing the application performance. Furthermore, the cross-linking enhances the already good wear resistance of PAEK. Thus, for cross-linkable aromatic polyetherketone may be used in primary structures in aerospace applications were extraordinary level of thermal resistance is required.

[0022] Further, cross-linked aromatic polyetherketone may replace polyimides in high temperature applications, such as in airplanes, aerospace and other structural applications were good temperature and creep properties are required.

[0023] Also, metal-replacement in applications where light weight and big volume production are required would become possible. Applications where wear and low friction is necessary would be another target where polyimides may be replaced, especially if it comes to applications that are subjected to low cost high volume requirement because exchange will be done periodically. Applications with demands on being exposed to a high heat in a humid environment and where low creep is a demand would be typically applications for this cross-linked PAEK material, especially if there is a demand on high volume production availability for the material used in order to minimize tolerance deviations high production costs.”

Conclusion: CESI is thrilled and currently experiencing Déjà vu. Why? Below is a quote from my first ever Nexam post:

“C.E.S.I. can not understand that a high quality process company with a vibrant creative environment should, per default, fail to copy the Nexam cross-linkers with roughly the same production cost (or even at lower production). Therefore, securing the intellectual Property (IP) must at all times be on top of Nexam´s highest priority agenda. From the massive IP press release news flow from Nexam, C.E.S.I. concludes that the Nexam CEO and the Nexam board has understood this key issue. Thus, C.E.S.I. is thrilled of excitement. Now, it seems that analysts and the market “demand” a big order from a key industry process company. Today, C.E.S.I. does not share the analyst’s and the market´s demand. C.E.S.I. would like to see even a few more “new patent press releases” prior to the announcement of the first big order. However, the recent small order announcement is a key milestone (see below). This order is a another “proof of concept” i. e. it is a solid proof that the nexam technology is not solely of academic interest… C.E.S.I. predicts that Nexam will be a key player in the next industry revolution (New superior bulk- and advanced materials).”

Source link: https://cuttingedgescienceinvest.com/2014/09/28/nexam-chemical-nexam-genius-applications-of-the-148-year-old-berthelot-reaction/

In CESI´s opinion, the Nexam case has never been stronger.

J.v.A:

”Angående avtalet med Armacell. En tanke som jag haft en tid är att Nexam har kommit ut med nya produkter efter att avtalet med Armacell skrevs. Kan det vara så att Armacell överväger att byta “tvärbindare” till någon av de nya produkterna. I så fall så måste de prova ut detta i sina egna produkter och att det är detta som föranlett förseningen? Är ingen kemist, så jag tar gärna emot kommentarer gällande denna tanke! Önskar er alla en trevlig helg!

Mvh
J.v.A.”

CESI:

Kul fråga J.v.A,

Jag är 99.999999999% säker på att så ej är fallet. Som jag tolkar Nexam (och av samma anledning är jag permanent groupie) är att man funnit den extremt geniala nischen att applicera en specific nygammal reaktion (Berthelot reaktionen) för tvärbindning av Polymerer. Denna applikation lär Nexam fortsätta driva som huvudsyssla. Dock så informerade Nexam på det senaste lunchmötet att det ligger ytterligare några stycken äldre och kända tvärbindaren i processen. Man ser business även i detta pga väldigt låg tillverkningskostnad (har fått en audio upptagning tillskickad mig från den vänliga Ktjernstrom på placera forumet som jag nu lyssnade igenom för andra gången). Även om Nexam i sin pipeline titulerar de tidigare produkterna olika, så bygger, vad jag kan läsa ut, samtliga tidigare alkyn baserade produkter på samma teknologiska plattform. Detta är bildandet av ETT phenyl derivat från TRE olika alkyn innehållande tvärbindare som dessförinnan har bundit TRE stycken polymerer (i en 2+2+2 cyklotrimerisering). Samtliga produkter i dagens pipeline (med PBO som undantag) bildar alltså ett multi dimensionellt nätverk. Man skapar alltså en oerhört stabil knut (ett phenyl derivat). Denna nya Nexam knut är högst sannolikt mer stabil än övriga kovalenta bidningar inom hela det tvärbundna polymeraggregatet Se strukturbild 3 och fyra för en bättre förklaring här https://cuttingedgescienceinvest.com/category/nexam/ Att inte denna initiala teknologiplattform (baserad på Berthelot reaktionen) skulle fungera bedömmer jag som högst osannolikt (samtliga av de 20 stora sammarbetsaktörerna hade då avbrutit respektive samarbete för länge länge sedan).

I GBG så svarade Dane väldigt positivt på mina väldigt skarpa frågor om denna specifika teknologi-plattform med följande ord. “Jag är helt övertygad om att vetenskapen/applikationerna kommer att leverera, men det är andra parametrar som är mer avgörande gällande hur mycket värde Nexam kommer att generera på en viss tidskala” (ungefärlig tolkning). Detta har också påtalats i intervjuer med andra Nexam representanter. Vad är då detta? Jo: Primärt förseningar.

Daniel Röme, PhD and NEXAM Director of Business Development & Innovation

“Jag bedömer risken för att det inte går att skala upp produktionen som relativt liten”, säger Daniel Röme vidare. I stället bedömer han riskerna för att projektet, liksom för Nexams övriga projekt, skjuts upp som större. Detta har inträffat tidigare för Nexam, då plasttillverkare vid omorganiseringar eller pressade marknadsförutsättningar prioriterar löpande projekt och existerande kunder framför de utvecklingsprojekt som Nexam är inblandade i.

http://www.privataaffarer.se/direkt-nv/nexam-upprepar-prognos-om-breakeven-2h-2014-vd-545809

I samma artikel går det (tyvärr) att läsa att Per Morin tror att Nexam slutligen kommer att bli uppköpta: Finns det större plastaktörer som du tror skulle vara intresserade av att förvärva Nexam? “Det tror jag, över tid blir det säkert så”, säger Per Morin.

Vi har också fått höra att Nexam tidigare gått på en nit i Japan (?) då företaget som utvärderat en tvärbindare inte hade informerat Nexam om att dom använde en typ av tillsats (i detta fall en typ av fiber(?))  i plasten som sedan inte visade sig vara KOMPATIBEL med Nexams tvärbindare och man fick då gå tillbaka och göra sin läxa. DÅ förstod jag ingenting. Var det då inte helt enkelt bara självklart att denna tillsats skulle elimineras? Vad menade Nexam med att de fick gå hem och göra sin läxa? Efter att ha läst om bisoxazolinerna (PBO) ”anser jag mig tro att jag eventuellt förstår grunden” och stämmer detta så är jag betydligt mer positiv än någonsin: DÅ BISOXAZOLINERNA (PBO) ANVÄNDS SOM KOMPATIBILISERARE så tror jag att dessa är en ytterligare tillsats som Nexam funnit väl fungerande för deras ordinarie produktpipeline i de fall fler udda komponenter används i kundens process. Vi ser ju idag att tillsatser också blir vanligare (se nedan för exempel). Det verkar alltså också som att ytterligare kända tillsatser är på väg att lanseras.

Enligt Cyclic imino ethers in step-growth polymerizations, Bill M. Culbertson, Volume 27, Issue 3, April 2002, Pages 579-626, Progress in Polymer Science så verkar dessa alltså, det vill säga Nexams nya tvärbindare, vara perfekta som KOMPATIBILISERARE för blandningar av helt olika typer av polymerer och tillsatser. Artikeln innehåller 289 referenser (många applikationspatent).

Som jag förstått det så spekulerar jag alltså i att nexam producerar denna ALLTSÅ TIDIGARE KÄNDA TVÄRBINDARE för att sälja stora kvantiteter och för att den behövs som kompatibiliserare för att kunna blanda olika polymerer och tillsatser som normalt sätt inte är förenliga – tänker spekulativt en blandning av plaster på en soptipp. Dessutom så används PBO som tillsatsförbättrare specifikt också för PET (se nedan)

Jag HOPPAS att dessa sammanhang är…

  • Formplastsprutning
  • Återvunnen plast i Europa
  • Skall säljas tillsammans som kompatibiliserare med Nexams normala Nexamprodukter (alkynerna). Detta drivet av tidigare identifierade behov. Spekulerar alltså i detta, men har inga torra fötter alls!
  • + Fristående försäljning och att denna är konkurrenskraftig pga låg produktionskostnad. Nexam hävdar nu detta.
  • + Fristående försäljing som därmed kan innefattar stora volymer då PBO är allmänt känd och det verkar som att denna phenyl bisoxazolin (PBO) är allmänt användbar/uppskattad.

Tycker detta känns minst sagt småfrächt.

Nexams nya produkt (PBO) går också att bygga från återvunna PET flaskor genom DE-POLYMERISERING*!

* Att bryta ned en polymer till dess monomerer (vilka man kan använda som startmaterial till PBO. Jo, du har förstått rätt…)

Är det så att Nexam kan producera denna tidigare kända tvärbindare billigare så finns det garanterat stora pengar att göra i detta underkapitel. Nu visar det sig att jag gjort min läxa inom detta sub-område och här kommer en (silver?)bricka med detaljer. det finns säkert flera olika andra ((silver?)brickor/metoder). Denna tvärbindare i princip går att syntetisera från ÅTERVUNNEN PET GENOM DE-POLYMERISERING! Man använder olika katalysatorer. Hittade en artikel från en artikel i öst där man använder värme samt en ofarlig billig och fast katalysator för depolymeriseringen. Sedan aktiverar man monomeren och ringsluter i totalt två syntetiska steg. Man kan alltså principiellt i både teori och praktik syntetisera Nexams nya tvärbindare från återvunnen plast! Om detta är finansiellt lukrativt på skala vet jag inte, men det känns som att det finns en chans…

Kan detta måhända vara deras nya hemliga nisch? Har man funnit en billig produktionsmetod? Detta känns väldigt logiskt. I detta fall är jag övertygad om att jag som outsider är först i sverige att knäcka denna kod. Detta är dock en väldigt spekulativ utsaga.

Nedan länkar jag en väldigt ny metod som beskriver hur det går att producera Nexams nya PBO tvärbindare från återvunna PET flaskor (2012)

Microwave irradiated synthesis and characterization of 1, 4-phenylene bis-oxazoline form bis-(2-hydroxyethyl) terephthalamide obtained by depolymerization of poly (ethylene terephthalate) (PET) bottle wastes

http://www.jourlib.org/paper/2749343#.VIoiVSvF_mk

Det finns antagligen ingen mer än jag som spekulerar i att Nexam nu kanske skulle titta på just detta så med högsta sannolikhet så är detta inte fallet. eller har jag fel? Känner ni till detta edra polymerkemister där? Har nu skickat detta papper till gubbarna på Nexam. Har ännu ej fått svar (lör 13/12 kl 9:49). Har tidigare fått svar samtliga gånger, men denna gång skickade jag bara artikeln som en tips om dom inte kände till den. Räknar alltså ej med svar. Artikeln är somsagt från 2012 så alltså ganska ny i ett industriellt perspektiv. Andra katalysatorer och system har dock använts tidigare uppger författarna. Snacka om att the Nexam folks kommer bli häpna om just detta nu är deras nya hemliga bäbis 😉

PBO som nu Nexam börjar sälja är ”billiga aromatiska karboxyliska dianhydrid kedje förlängare” och genom tillsats av PBO kan man omvandla billig återvunnen PET granulat till produkter av värde såsom flaskor, skum och legeringar. Förbättrade smält egenskaper medför att PET kan användas för formsprutad plast. Omodifierad PET kan inte formsprutas med hög kvalitet pga dåliga smältegenskaper! 

Hoppas du blev nöjd med detta svar J.v.A. Trevlig helg!

Med vänlig hälsning CESI


Övrigt

http://www.injectionworld.com/spe

Ford:

Thrive* 20DX235 PP / injection molding

This armrest console uses 20% renewably sourced cellulose fiber obtained from sustainably harvested forestry by-product

TAP01 thermoplastic polyolefin (TPO) / injection molding

Use of a unique synthetic mineral-based fiber plus a bio-filler (coconut powder) that replaces talc and PP plus rubber from recycled battery cases

This award-winning application required the development of a manufacturing technology to produce a high (25 wt-%) bio-mass (from sugarcane waste) content TPO sheet material for the crash pad and door-trim skins. Development also required optimized use of electron beam to control TPO cross-link density as well as multi-head corona treatment equipment to improve adhesion between the bio-TPO and urethane coating. Although the new material represented a 10% direct-cost increase, because the cost of the bio-based TPO is not based on price fluctuations in petroleum inputs, long term it should save money while reducing carbon emissions and VOCs

(CESI note: Nexam technology is superior to electron beam in a cost perspective)

Per Morin har tidigare uppgett att han tror att Nexam kommer ha någon produkt framöver för polyolefiner. Se tidigare länkade intervjuer

http://www.redeye.se/webcast/smabolagsdagen-2014-6

Ovanstående video är undertecknads favorit. Köper alla Nexam svar gällande de kritiska vetenskapliga frågorna i slutet av inervjun “om varför ingen annan kunde komma på denna idé”. Anledningen förklarar jag här:

https://cuttingedgescienceinvest.com/2014/09/28/nexam-chemical-nexam-genius-applications-of-the-148-year-old-berthelot-reaction/
























http://www.redeye.se/webcast/nexam-holding-smabolagsdagen-2013

PS Var god emaila mig på cuttingedgescienceinvest@outlook.com det finns fler nyare videos från i år jag missat!


Polyflow

Product: Thermoflex: Aramid fiber liner + Nylon liner.

Polyflow is increasing production of its multi-layer Thermoflex product line, which uses a proprietary technology to bond seemingly non-compatible polymer liners together for lightweight but strong pipes between 1 and 6 inches in diameter.

http://www.plasticsnews.com/article/20141112/NEWS/141119983/polyflow-opens-texas-plant-to-make-plastic-pipe-for-permian-basin


The scientific key to the expected near future Nexam Chemical commercial success has not yet been highlighted by analysts. Tentatively, due to a lack of scientific understanding. C.E.S.I. hopes this chemical analysis of the Nexam linker central scaffold also will enlight “non-chemist”. But first, a few quotes and some financial aspects from the recent Nexam interim report (Q2, 2014):

http://www.nexamchemical.com/Documents/Interim%20Reports/Nexam_ENG_Q2_2014_20140821_OK.pdf

Nexam Chemical 

“Nexam Chemical develops technology and products that make it possible to significantly improve the properties and performance of most types of plastics in a cost-effective manner and with the same production technology intact. The properties that are improved include temperature resistance and service life. The property improvements that can be achieved by using Nexam Chemical’s technology make it possible to replace metals and other heavier and more expensive materials with plastics in a number of different applications. The company was founded in July 2009 after a management buy-out of a crosslinker project from the Perstorp Group. By then, Perstorp had put a number of years into the development of the project, but decided to divest its involvement in the field to instead focus on aldehyde-based chemistry. Nexam Chemical currently has fifteen employees in Sweden and eight in Scotland. The Company’s head office and R&D are in Lund, Sweden, but its production takes place in St. Andrews, Scotland”

Ongoing partnerships and customer projects

“Since Nexam Chemical’s technology was introduced in 2009, a number of development projects and partnerships have been entered into with a range of leading parties, of which several are world leaders in their respective niches. They include BASF, Repsol, IRPC, Sumitomo, ABB, NASA and Rolls-Royce. Nexam Chemical currently works with over 20 of the world’s 100 largest chemicals and materials companies.”

Vision and mission

Nexam Chemical’s vision is to be a recognised world leader in the field of property modification of plastic and polymer materials via heat-activated crosslinking.

The scientific key.

But before C.E.S.I. continues, let´s halt and highlight a few statements depicted in this article:

The author “BSV” quotes (slightly edited and translated by C.E.S.I.)

The article ends with a milestone quote fr Nexam CEO Per Morin quote from a Redeye (video) presentation.

“For us this is almost as Losec, we will be protected for 20 years and we can dictate who will get to do it and on what terms …”

  • C.E.S.I. does not believe that Nexam is developing a ground braking product, because…
  • C.E.S.I. is 100% convinced that Nexam is developing an array of ground breaking products.
  • C.E.S.I. also claims that the CEO´s quote “For us this is almost as Losec” is an understatement in respect to scientific quality.

Why? Here is why:

Losec, i. e. Omeprazole, is a selective and irreversible proton pump inhibitor. It suppresses stomach acid secretion by specific inhibition of the H +/K + ATPase system. Because this enzyme system is regarded as the acid (proton, or H+) pump within the gastric mucosa, omeprazole will inhibit the final step of acid production. http://en.wikipedia.org/wiki/Omeprazole.  However, the beauty is in the fine details of the chemistry! The drug Omeprazole is activated by stomach acid (by protonation of the pyridine moiety, which triggers the remaining desired cascade of events). Thus, Omeprazole should be defined as a target seeking missile.

Likewise, the beauty of the Nexam cross linker is also in the fine details of the chemistry! Cross linker molecule number 1 covalently binds both the polymer and the cross linker-polymer conjugates of the cross linker molecules number 2 and number 3. Thus, the Nexam cross linker molecules are double target seeking missiles! Thus, C.E.S.I. claims that the CEO statement “For us this is almost as Losec” is an understatement in respect to scientific quality. Both the description, the chemistry, the impact and the hidden simplicity is hard to grasp, especially for a non-chemist..

Therefore, the scientific key will also be explained in one single picture, which was also appreciated the small children of C.E.S.I. In fact, this synthetic scheme was C.E.S.I.s´ contribution to the family´s joint art weekend session…

PLEASE CLICK PICTURE TO ENLARGE

Nexam PNG

C.E.S.I. was only 99% confident that the combination of the Nexam polymers was a genius application of the historical 1866 Berthelot reaction. This key question had to be addressed, so C.E.S.I. submitted this question and this exact picture included…, to the Nexam CEO Per Morin and Daniel Röme, PhD and NEXAM Director of Business Development & Innovation. The content was much appreciated, confirmed and approved. Logically, Per and Daniel recommended C.E.S.I. to add another 4 words to the title: “A first and simplified crash course on Nexam Chemical Crosslinking perspective”.

Likewise, Per and Daniel also stressed that this simplification dedicated to non-chemists was appealing (Sept 25, 2014). They recommended C.E.S.I. not to edit the early draft picture “too much” (most likely, they also wished you, the reader of the manuscripts´ final version , a few moments of laughter.

However, C.E.S.I. came to the conclusion that a non-chemist still would not grasp the scientific beauty of the Nexam technology. This conclusion resulted in a few additional graphic views to illustrate the Nexam technology:

CLICK PICTURE TO ENLARGE!

 Benzene Diamond Graphene Introduction FINAL3

CLICK PICTURE TO ENLARGE!

Sunday FINAL Berthelot

CLICK PICTURE TO ENLARGE!

CYCLOTRIpng240SUN final

Key scientific messages in these graphic slides:

  • Nexam´s cross linker design is a genius application of the “forgotten” Berthelot reaction
  • The Berthelot reaction – as such – has been ignored (and been forgotten about!) by scientific communities, presumably due to the inherent issues in other non cross-linker applications (i. e. “normal” synthetic chemistry).
  • The core of the Nexam cross linker technology end-products is a Benzene derivative. Benzene derivatives are very stable. This derivative should be a perfect central hub (=knot) in most multidimensional polymer frameworks! Nexam technology is not solely genius – It is unique!

Nexam competitors?

C.E.S.I fails to find Nexam competitors. Most likely, there is competition in this specific cross linker technology, but C.E.S.I. can not find any relevant “Nexam threats”. The most interesting finding is this article:

http://www.ptonline.com/articles/radiation-crosslinking-boosts-nylon-properties

“TechnoCompound offers nylon 6 compounds that can be crosslinked with standard electron-beam technology, including conveyor batch processing, in-line wire/cable processing, and film/sheet processing. Companies can utilize existing electron-beam processing equipment to replace higher-cost thermoplastics with high-performing and more economical crosslinkable nylon (see Table 1). TechnoCompound’s compounds have been targeted for electrical connectors, with a strong focus on automotive applications where higher temperature performance is required.”

And the article summarizes:

“OTHER ACTIVITIES IN CROSSLINKED NYLON

Most of the development activity and commercial use of crosslinked nylons has taken place in Europe and Asia. Sumitomo Chemicals was among the first companies that pursued crosslinked nylons. By 2005, the company had developed new radiation-crosslinking nylon 66 molding compounds, which were adapted commercially for heat-resistant electrical connectors.

In late 2011, BASF (U.S. office in Florham Park, N.J.) and Sweden’s Nexam Chemical, a supplier of heat-activated crosslinkers for polymers, forged an exclusive cooperation agreement to develop and commercialize crosslinkable nylon 66 for automotive and electrical/electronic applications as initial targets.

Foster Corp., Dayville, Conn., developed its Fostalink crosslinkable elastomeric nylon compounds for medical applications such as catheters and valving, and nonmedical applications such as heat-shrink valving.”

C.E.S.I. : Examples of TechnoCompound´s crosslinker technology and specific cross linkers:

“Nylons 6, 66, and 11 can be radiation crosslinked, but the first two require addition of a crosslinking agent. For example, the polyfunctional monomer triallyl isocyanurate or triallyl-cyanurate can be compounded into nylon pellets. The crosslinkable pellets can then be molded, extruded, or otherwise formed into the final product”

A google triallyl isocyanate price search, makes C.E.S.I. feel like the scientist Mr Walt in the cutting edge quality TV series “Breaking Bad”:

http://www.alibaba.com/showroom/triallyl-cyanurate.html

Despite the low cost of “triallyl isocyanate” (1-2 US$ / Kilogram), this cross linker is based on “electron beam technology”, which to C.E.S.I seems inferior to standard heat activation of cross linkers (Nexam-BASF. Nexam-Armacell, Nexam-X, Nexam-Y etc. etc.)

http://en.wikipedia.org/wiki/Electron_beam_processing

Very interestingly, the Nexam CEO Per Morin touch upon this subject in an Introduce.se Nexam Video interview (June 10th, 2014). His conclusions are in accordance with the C.E.S.I. conclusions: “Electron Beem technology has been around for 50 years, it´s simply too expensive”

http://www.introduce.se/foretag/nexam/intervjuer/2014/6/nexam—intervju-med-vd-per-palmqvist-morin-och-forskningschef-dane-momcilovic/

And the competition from the giants within Process Polymer industry? Well, it seems that theese “key industry leaders” are aligning themseves to the core Nexam technology…

Nexam – Scalability issues?

Daniel Röme, PhD and NEXAM Director of Business Development & Innovation and Per Morin Nexam CEO:

Translated and slightly edited by C.E.S.I (!):

“I judge the risk of being unable to scale up production as relatively small,” says Daniel Rome. Instead, he assesses the risk of postponed projects as higher. This has happened before for Nexam. When plastic manufacturers are in reorganizations or depressed market conditions, they prioritize ongoing projects and existing customers in front of the development projects in where Nexam are involved. Nexam believes it can provide more information about pet foam-scaling during September or at the next quarterly report, and CEO Per Morin estimates that Nexam could ultimately turnaround around 50 million a year on the pet foam project with this specific client. Generally, Nexam Chemical aims towards gross margins around 40-50 per cent, he says, but declines due to many uncertain parameters to provide any more long-term sales forecast. According to the Nexam CEO, Per Morin: Today, we can not see a need for a rights issue to scale up production with connected associated working capital requirements, “No, instead we’ll solve the working capital requirements by negotiating with our customers and suppliers”

Original swedish version in link below (please use google translate):

http://www.privataaffarer.se/direkt-nv/nexam-upprepar-prognos-om-breakeven-2h-2014-vd-545809
C.E.S.I. conclusion: Nexam is Nexam´s worst enemy, or?

The molecules, i. e. the products, in the Nexam pipeline are extremely easy to synthesise for most chemists ( a person skilled in the art of constructing new molecules). One might argue that Nexam can produce the linkers in the most cost efficient way and this might be true today, but potentially not in the future or even near future. C.E.S.I. predicts that it would take an experienced Synthetic Chemist (e. g. C.E.S.I.) approximately 5-15 days to synthesize (= to construct) one or a few grams of cross linker material. C.E.S.I. has + 13 years of experience in small scale small molecule synthesis. C.E.S.I. can not understand that a high quality process company with a vibrant creative environment should, per default, fail to copy the Nexam cross-linkers with roughly the same production cost (or even at lower production). Therefore, securing the intellectual Property (IP) must at all times be on top of Nexam´s highest priority agenda. From the massive IP press release news flow from Nexam, C.E.S.I. concludes that the Nexam CEO and the Nexam board has understood this key issue. Thus, C.E.S.I. is thrilled of excitement. Now, it seems that analysts and the market “demand” a big order from a key industry process company. Today, C.E.S.I. does not share the analyst’s and the market´s demand. C.E.S.I. would like to see even a few more “new patent press releases” prior to the announcement of the first big order. However, the recent small order announcement is a key milestone (see below). This order is a another “proof of concept” i. e. it is a solid proof that the nexam technology is not solely of academic interest… C.E.S.I. predicts that Nexam will be a key player in the next industry revolution (New superior bulk- and advanced materials).

http://www.nexamchemical.com/en/Investors/Press-releases/Pressmeddelande/?releaseid=1701030

http://www.nexamchemical.com/en/Investors/

The world of plastics and polymers is wide and complex. There are tons of materials out there and only some of them can and have been optimized for use in 3D printing. So, if you were a company that produced some of the most advanced polymeric mixes out there, what would you do? You would probably do what Sweden based Nexam Chemicals just did for its PEPA Crosslinker: develop a process for using it for 3D printing with thermoplastics.

Nexam is known for developing technology and products that improve the properties of polymeric materials using conventional processing equipment (i.e. extruders). Its technology is used for cross linking polymers (which in principle can consist of an unlimited number of monomers) and oligomers (which consist of only a few monomers) to create new cross linked polymers with superior properties.

Controlled crosslinking can give the original polyamide enhanced properties in terms of chemical resistance and thermal/dimensional stability, make it stronger during use and make it more recyclable. It can also improve throughput and enable new processes.

According to the latest Chinese patent filed in China by the Institute of Chemistry at the Chinese Academy of Sciences, that is what the Crosslinker PEPA material (aka Neximid 100) will do, by enabling new methods and new capabilities for 3D printing of polyamide thermoplastics, giving nylon properties that in certain circumstances may allow it to be used to replace metal components.

http://3dprintingindustry.com/2014/09/26/nexam-chemical-gets-3d-printing-crosslinker-pepa/

And the current Nexam portfolio? There is still room for improvements.

CLICK PICTURE TO ENLARGE!

Nexam produktportfölj by CESI

Nexam – Better plastics, Final conclusions by C.E.S.I.

  • Increased processability equalls…
  • New polymers in new processes in new products
  • Increased thermo stability (heat stability)
  • Increased chemical stability
  • Increased mechanical stability
  • Increased UV
  • Increased “total plastic properties” to a reduced price
  • Nexam´s customers can direct use the Nexam products, without associated major hardware refurbishment costs
  • Last 6 months: The Nexam technology has been introduced for new world leading companies.
  • Increased level of activity in the company
  • Solely, the Armacell and BASF project can respectively result in a turnaround of 10 mSEK year 1 and 50 mSEK year 2 – with a net marin of 40% (!)
  • Nexam predicts that news regarding more new applications soon will be announced (electronics, Asian energy sector, european plastic recycling projects),
  • In the future: Nexam predicts additional new nylon applications
  • In the future: Nexam predicts ”some concepts involving polyolefins”
  • A new product is under evaluation in china

The Nexam case is – without competition – C.E.S.I.s´ all time favorite company and investment call!

A prediction of the near future share price is slightly silly and surprisingly difficult.

A prediction of the 2019 year share price is also slightly silly, and also impossible.

C.E.S.I. is biassed and extremely positive.

Why?

Nexam End 1

…and…

End 3

C.E.S.I. has granted the approval to share these official Nexam slides (Per Morin). Original material is available at http://www.nexamchemicals.com (presentation section)

Interim Financial Statements for Quarter 3, July–September 2014

Entering into a new phase with high speed

Several new projects have been initiated during the quarter, mainly with European customers, and Nexam Chemical has delivered products to several of them. Our partnership with Armacell is progressing, albeit with some delays. We are also poised to begin a project funded by Eurostar that we will be working on together with Armacell and The European Van Company. The aim of the project is to upgrade recycled PET for use in PET foam and other applications. We were informed in the summer that this project will receive funding from Eurostar. In addition, many other entities in Europe are testing Nexam Chemical’s formulations mainly for upgrading recycled PET resin for various applications. Nexam Chemical entered into a cooperation agreement with its polyethylene partner IRPC over the summer for development and commercialization of modified polyolefins. IRPC has informed us that they now have passed the development phase, with respect to a polyethylene quality for pipes, and will begin testing the quality for approval together with their end client in the autumn/winter. This will be an interesting and potentially large application area for our company. Nexam Chemical held a technical launch of its new high-temperature resin, NEXIMID® MHT-R, in the beginning of October and we have already received several inquiries from around the world. In addition to the project with Rolls Royce and Swerea SiComp, we are expecting several companies to initiate projects with the new resin in the coming years. The in-depth section of this report features a fairly new area for Nexam Chemical: liquid crystalline polymers, or LCP plastics as they are often referred to. This material is rapidly gaining ground, especially in the electronics industry, where Nexam Chemical has already established itself as a supplier of products for property improvement.

Best regards, C.E.S.I.

The author, Cutting Edge Science Invest, is a Nexam Chemical share holder. Cutting Edge Science Invest can not guarantee, or take into  accountability, the content of truth and accuracy of the information in this article/post.Thus, Cutting Edge Science Invest requires that a possible reader gather complimentary information if any type of investment in the company described above is considered.

Cutting Edge Science Invest provides personally biased information and at best also “general information and opinions”.

The article/post does not contain professional investment advice.