Versarien Share Discussion Threads

[serratia] 05/1/2017 19:42

Exeter -

hxxp://emps.exeter.ac.uk/physics-astronomy/research/graphene/news/

[luckyorange] 05/1/2017 17:27

I wonder if they completed the £100k order in 2016? VRS taking a breather before ramping up, probably not , an update would be useful on how the company as a whole is progressing.

[spike_1] 04/1/2017 10:41

Good morning Sg, and wishing you a happy and prosperous new year!

Glad to see you are - as usual - staying abreast of VRS related developments as far as possible ;0)

Nitpicking: Adjust previous post from 'April this year' to 'RNS 20th April 2016' or similar.

Best wishes - Mike

[superg1] 04/1/2017 07:08

A bit of news caught my attention last night re Warwick Manufacturing group and electric vehicles/batteries.

Warwick suggest they are probably just in the lead re a generation of batteries that will be 80% better (combined aspects) than current batteries making electric cars more feasible. Launch within about a year was suggested.

Just for note re VRS

April this year

Conventional batteries could be significantly improved when enhanced with graphene, allowing for batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times.
Additionally, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles, the board added.
"We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life,” Versarien CEO Neill Ricketts said.

They are also in the electric vehicle sector re Cooling on VRS copper foam which was supposed to be a 2 year project

[christmasworker] 03/1/2017 23:18

is this loss making poop

[superg1] 02/1/2017 19:55

Just noted this while hunting for the Haydale seller with the chief suspect being Octopus due to the small sell trick like Allianz did on VRS which proved to be right.

Other reasons can be fund manager changes.

It is based on historical data of the CFIC Octopus UK Micro Cap Growth Fund which merged with the FP Octopus UK Micro Cap Growth Fund on the 25th November 2016,
and thus may not be a reliable indication for the future.

and elsewhere

City Financial Investment Company (CFIC) has announced its £18.1m CFIC Octopus UK Micro Cap Growth fund will be merged into an equivalent fund managed by Fund Partners, as the group focuses on its core business strategy.

The latest supply for VRS has been City Financial Investment.

It all roughly times when the changes came into play for both shares. While it's speculation it's based on trying to work out who is selling and using all info I can find.

So based on the above info I think there is a fair chance the two funds on merging are clearing out some old holdings.

[superg1] 02/1/2017 19:08

Whatever Timbo I did try to help but hey ho have a good one over there.

[timbo003] 31/12/2016 21:07

I will now leave you alone too, unless of course superg starts trashing the Haydale thread again.

[luckyorange] 31/12/2016 19:12

anley, if you want gossip just follow the poster to their own thread please and mess that one up.

VRS moved into a very tight trading range so it will move one way or another, up hopefully !

[escapetohome] 31/12/2016 16:30

Good post Shavian.

Having posted the warning about Superg i shall now leave you alone, to your thread without further disturbance.

[shavian] 31/12/2016 16:24

Guys, you are lowering the tone of this outstandingly useful thread with this silly row about Haydale. If you want to bicker about who said what, please do it on the HAYD thread and keep this one to news about VRS and graphene in general.Anyway, Happy New Year to you both and to all VRS fans. I have every confidence that we are all going to be somewhat enriched by VRS in 2017.

[escapetohome] 31/12/2016 16:20

Anley, re your question, this was the list i prepared of his " tips " performance


LIST UPDATED
1.FUM - wrong
2.TOMCO - wrong
3.STARCOM - wrong
4.SUGAR COPANY SHORT - wrong
5.IOFINA - wrong
6.OBTALA RES - wrong x 2
7.WATER RIGHTS FOR IOFINA 99.9 % CERTAIN - wrong
8.FOX MARBLE - wrong
9.CLOUDBUY - wrong
10.GRAPHENE NANOCHEM - wrong
11.CASH 7 MILLION DOLLARS AND RISING - wrong wrong wrong
12.PROBABLE SELF GENERATING POST VOTES THROUGH MULTIPLE ACCOUNTS - wrong wrong wrong
13.CLAIM TO WARN INVESTORS IN ADVANCE OF PROBLEMS A LA AVANTI - failed failed failed
14.POTENTIAL INSIDER TRADING AND TRADER - very very very wrong
15.DISSEMINATION AND PRESENTATION OF NON CURRENT IOF FIGURES RE 7m CASH POSITION - very sloppy and deceptive
16.NO TIME CORRELATION WHATSOEVER OR ACCURACY BETWEEN POSTED RESEARCH ON SQMCHILE PROBLEMS AND PREDICTED IODINE PRICE INCREASE.wrong again. Price of iodine actually fell.

[superg1] 31/12/2016 14:55

So you are not listening to the facts then, that's fine carry on head in sand makes no difference to me, you posed the question I gave you the info you dismiss it.

GL

[anley] 31/12/2016 12:51

Now that is interesting ESCAPETOHOME..........can you please give us an example?

[escapetohome] 31/12/2016 12:20

Excellent posts Timbo

Superg once attracted quite a following, but then a share he was backing disastrously collapsed, and so i started an investigation to see how successful his tips/ research was.

Countless of his tips / research ( well - just about all of them) didnt produce returns over the short to medium term, but could be thought of as aimed at shares that could be ramped up fast only to collapse. He was wrong time and time again.

A case in point , his predicition that iodine price would rise going on 3 years ago now, backed up by countless wierd internet search " research" articles about a major competitor struggling and political woes.THE PRICE OF IODINE HAS FALLEN EVER SINCE , NOT RISEN AS HIS RESEARCH BACKED UP.

Thats not to say versarian wont be successful. BUT NOT BECAUSE OF HIS RESEARCH.

[timbo003] 31/12/2016 09:41

>>>>superg

The question I asked was answered quite adequately. Of course I had concerns going into the AGM and I shared these with others on the Haydale thread. If I hadnt had concerns, I wouldn't have asked the questions, my concerns are now much diminished and your obsessive repetition has no effect on my overall thoughts on the matter.

Regarding the Versarian BOD, I have not accused them of anything, I am just playing back what you have already told me. Are you sure your account of your conversation with them is accurate, or was it just a way of trying to reinforce your point by insinuating that you had some sort of exclusive information?

[superg1] 31/12/2016 09:24

Timbo

Thanks you didn't let me down, very juvenile don't you think re the type size?


Why wouldn't I look at HayD, AGM and Directa considering I am interested in graphene/GNP companies.

There are some here interested in Haydale and AGM and indeed questions were asked by another on the Haydle topic.

The first point was to clarify do they actually produce any as some were confused. The main point was dispersion/functionalisation.

In the early days I thought Haydale had the lead but then I was thinking more along the lines of dispersion as that's how Haydale presented themselves as dispersion tech (read the admission document)

Dispersion is highly important and critical, without it the very best GNPs are useless.

VRS had high grade GNPs but no sign of dispersion tech, but the they started producing samples test results and orders it became clear they had dispersion.
Re the big OEM order there was no mention of Haydale. So the obvious question that stood out was did VRS need Haydale tech in the process and the answer by them is NO and NO to functionalisation.

It's a recent and relevant topic. I study those in the sector in detail and as part of the research I look into all they say and any company they may mention as it provides other potential leads to further information. Knowledge is power etc.

That includes reading BBs and you have one on Haydale.

I saw your question to the Haydale CEO

Q: Given the recent announcements by Versarien and Directa Plus regarding their own proprietary graphene products and processes, does Haydale still have a USP? If other suppliers can use their own non-modified Graphene for most industrial applications, they should be able to provide it at a lower cost, assuming this is the case, where does this leave Haydale?

The answer given indicated that every GNP has to be functionalised in some way. Why ask the question if it is of no concern to you. VRS not having dispersion was a big concern for me (as in the header).

Re VRS he said

It is also worth noting that we have an ongoing collaboration with Versarien which commenced in July 2015, so we cannot say much about Versarien.

I could answer that question and did and will repeat it again. The recent tests and samples VRS have done did not require functionlisation.

You don't like that answer and want to believe the HayD CEO and keep twisting it to suggest all GNPs need functionalisation ,they don't. What is the matter with that answer, why would I be nervous about Haydale misinformation?

You accused the VRS BOD of having loose tongues in stating such things.

Loose tongues??? It's a question about their business not a loose tongue. It's your CEO that you need to worry about who is being untruthful in what he says.

BTW

Rumour was that Ray has been panicking about the very points you raise and the acquisitions were to justify where cash has gone with a mind towards coming up with a plan to justify a fund raise.

Adding to that it's also rumoured that he hoped the Huntsman deal would provide the fodder for fund raising IE buying the resin and GNPs which was already mentioned in an article about big money needed for that.

What is plan B for the fund raise then as it seems the Huntsman side is delayed 6-12 months. I'm not suggesting they won't get a fund raise sorted, I'm just stating the rumblings around.

Feel free to batter and rip the VRS business to pieces I have no issue with that I hunt for the cracks and faults myself so would be happy to get some help.

I liked Haydale and was going to invest but after some digging and noting false information I'm not interested at this time.

Feel free to pass on the comments I make to the CEO but as he reads your thread anyway there is no need.

[luckyorange] 31/12/2016 09:14

Hopefully a placing isn't on the cards for some time timbo, with the collaborations with other companies huge expenditure to meet future targets seems to be unnecessary.

[timbo003] 31/12/2016 00:55

>>>>superg

Your repetitive posts on the Haydale thread are becoming tiresome, we get the message, i.e. you think Haydale are BS merchants. Criticism and forthright discussion are fine by me, but endless repetition is just boring and distracting.

You do not have to repeat yourself time after time on the Haydale thread using the same old arguments. Everyone there had now heard it many times, so maybe you should spread the message elsewhere, starting over here.

You also seem to be trying to shift the emphasis of the debate towards personal criticism directed at myself. This is another reason why I suggested that we should now move on, but in response you gave a dismissive “nope”, so I now feel obliged to respond over here.

You have stated that I seem to be nervous about my investment in Haydale. I can assure you that the repetitive discussions regarding your prejudices against Haydale do not make me nervous. On the contrary, it is you who appear to be insecure. You have spent an inordinate amount of time obsessively searching for anything vaguely related to Haydale with which you can selectively apply a negative spin. Presumably this helps reinforce your entrenched view that Ray Gibbs and this team are full of BS (in fact they are so good at BS that they have suckered Versarien into a collaboration agreement). I assume that this activity somehow alleviates your own insecurities regarding your decision to invest in Versarian rather than Haydale.

I will address (again) a few of your repetitive points made earlier on the Haydale thread and a few of your “mispeaks̶1;:

Haydale are not going to retrospectively change their admission document, you cannot rewrite history. At the time it was written (around 3 years ago) the generally perceived wisdom was that it was necessary to functionalise GNPs for many commercial applications and this was especially so where there was a requirement to obtain a homogenous dispersion of GNPs

Things have moved on in the last three years and there is now a greater understanding regarding the commercial applications for graphene and GNPs. Most notably there are a number of commercialised products (for example, bicycle tyres and apparel) that utilise GNPs that have not undergone a separate functionalisation step.

The statement on Haydale’s web site with which you take great issue, regarding Graphene functionalisation, does not conflict with the appearance of commercialised products or with any of Versarien’s recent regulatory news announcements.

Haydale do not state that GNPs have to be functionalised for all applications as you suggest, they state that in order to take full advantage of graphene’s superior properties they should first be functionalised. This implies that whilst it is possible to use GNPs which have not undergone a functionalisation step, the use of functionalised GNPs will improve either the processing, or the end product. If you have data to prove otherwise, I suggest you share it with Haydale and they should then modify their statement.

In response to my question at the AGM regarding the functionalisation of GNPs, RG did not duck a question specifically about Versarien, he did not need to because I did not ask one specifically about Versarien. He did state that Haydale had a confidential collaboration agreement with Versarien and therefore he could not comment specifically about them, so instead he answered the question in general terms. In his response he stated that it was Haydale’s view that all GNPs were probably functionalised to some extent as a result of the manufacturing processes, he did not specifically exclude Versarien when discussing this concept.

The concept of all GNPs having some degree of functionalisation should make perfect sense to anyone who has a modicum of Chemistry understanding:- The terminal carbon atoms of the graphene lamina sheets will presumably be present as free radicals (in the first instance). Free radicals tend to be highly reactive and they will react with atmospheric gases or pollutants) and this will inevitably will lead to functionalisation of one sort of another. This phenomena is likely to apply to all newly formed GNPs, including those produced by Versarien. Quite possibly the degree and type of functionalisation will vary from batch to batch. Adding an additional functionalisation step (such as Haydale’s) could help ensure more uniformity and less variability in functionalisation and concomitantly improve processing properties or enhance finished product attributes.

[timbo003] 31/12/2016 00:55

Addendum:

Firstly I should add that I do quite like Versarien and would definitely consider an investment if I was given the opportunity to participate in a future placing, especially if it were to qualify for EIS tax reliefs.

Second: apologies to other Versarien shareholders for butting in like this, but I really do think superg should concentrate on his own investments, rather than obsessing about other companies where he has no financial interest and annoying their shareholders with repetitive posts ad nauseum.

[superg1] 30/12/2016 19:12

Bazz

Iof

Just waiting to see if the supply is on hold due to the holidays. Little sign of it in the last few days.

Vrs

No one really looking at the sector at all but with VRS a run of news re the various collaborations should move the business along. Whether that moves tge share price is up to buyers and how tight shares are.

One thing that will stand out for H1 is revenue but just us guys know that event is coming.

Near term the drum roll is whether the OEM story gets bigger and news about what it's all about may help.

[luckyorange] 30/12/2016 16:40

Beach! It's bloody freezing here glad you are in the warm Bazzer, all the best to you and everyone else too :-)

[bazzerp] 30/12/2016 14:52

superg1 - good to have at least something to read today.
Its holiday madness here in Cape Town.
Roads clogged & everyone trying to find a beach.

I made it early to a remote one & collected a few mussels for supper.

All the best for 2017 to you all.

C'mon VRS & IOF !

[anley] 30/12/2016 12:41

A Happy New Year to those two posters who have done a great job with their posts.............I look forward to reading more in 2017 as well (I hope) and increasing share price.......

[superg1] 30/12/2016 09:30

I will witter on about Haydale as the product listed via 3D is junk and misleading when it claims it helps re mechanical strength.

Haydale product.

1nm can be 3 graphene layers hence the 100-150 estimate.

20m3 per gram is also and indicator as single layer is 2630 per gram, that comes out around 130 layers.

130 layers isn't graphene it's graphite. In fact the standards process will probably take graphene defined as under 10 layers as mentioned on the NGI site.

Poor form imo for Haydale as folk buying that may test it by adding it to composites and find there is no gain re strength.

Perhaps not Haydale's fault as 3D did the advertising but at the end of the day HDplas identifies Haydale and it could give them a bad name.