Versarien Share Discussion Threads

[superg1] 17/1/2017 20:26

Mates rates won't come into play Lucky, only the best will do for Mclaren.

[superg1] 17/1/2017 19:25

I've no idea re this. On hunting around this has come up as of about 3 hours ago, nothing really official out there. No one talking about graphene in the few links out there as in the name but it happens to be a Mclaren/Honda.

[superg1] 17/1/2017 19:11

Here is a third company involved (found in another link). Their history links to F1.



In the found link it also says.

"McLaren Technology Group and McLaren-Honda, which are currently working on integrating graphene into their Grand Prix cars, made it possible for us to consider this material as a means to signicantly low the density of our carbon composite while increasing its resistance."

"These various applications of graphene represent significant technical advances that are of capital importance for both Richard Mille and McLaren-Honda."

[superg1] 17/1/2017 19:05

Aha



1 minute 17 seconds.

He talks about the graphene in the watch then says.

"Mclaren are streamlining their chassis with it as we speak"

[superg1] 17/1/2017 18:47

I thought this line was worthy of separation to point out why I like VRS and why potentially it could fly as I believe they currently have the highest quality few layer GNP production in the world.

"In engineering, we often talk about improvements in terms of fractions of a per cent; to suddenly introduce improvements of this order is incredible,"

It's something I have mentioned before many times and it's why investors imo need to tune in sharpish before the wider market realises Graphene is no fantasy material hyped up it actually does what they claimed IF the right graphene or GNPs are used.

That is no me or some PI or even the CEO saying such gains are unheard of or transformational. It's the MCLAREN TECHNOLOGY GROUP group saying so.

So who is the supplier??? Tome to do some digging.

What a great graphene advert.

I had searched through the F1 brands before and found absolutely no trace of any mention of graphene at all.

Mclaren have just said, "Hey guys we have made a massive move on strong light weight composites"



Good find BTW.

[superg1] 17/1/2017 18:37

Streuth whose graphene is that, if you want anyone to chose your product then that's the one Mclaren. It's not about price with them it's about performance.

What a great advert that would be for whoever supplied the GNPs. You simply can't stick a price on the value of that.

Picking up on a comment in that link and comments in other news on the same topic.

“The results from this project have shown exactly why graphene is perfect for delivering improvements where high-performance materials are necessary and is a key step forward into developing more widespread applications including automotive and aerospace.”

"the casing of the watch has withstood tremendous shock damage and survived unscathed in tests."

Mclaren Honda site

Jonathan Neale, Chief Operating Officer, McLaren Technology Group, added:

“While Formula 1’s technical regulations prohibit the exploitation of some nano-materials for legitimate cost reasons, the development of materials, such as the graphene family of structures, provide an exciting and increasingly cost-effective solution to some of the sport’s most demanding challenges."

“McLaren, Richard Mille, and The University of Manchester’s National Graphene Institute are all learning and working together; we’re looking at a number of emerging technologies, including the 3D printing of carbon-fibre, nanotechnology and surface-coating technology.

“We think the properties of graphene are pretty mind-blowing: some of the mechanical properties of graphene-enhanced composites can be improved by double-digit percentages compared to regular carbon-fibre composites. In engineering, we often talk about improvements in terms of fractions of a per cent; to suddenly introduce improvements of this order is incredible, but it gives you a very clear perspective on just how much we’re discovering about the properties of graphene, and just how much it’s re-defining our existing understanding of materials science.”

[anley] 17/1/2017 18:15

and.........there is little to no interest in the stock...........problem is news flow and lack of stock...........

[shavian] 17/1/2017 15:12

Handy: try capitalising some of the HTTP to make the link readable.

I'm surprised there was no mention of VRS in this collaboration, especially given Mr Ricketts known addiction to Formula 1!

[handygandhi] 17/1/2017 07:36

Here and now !

hxxp://www.nanowerk.com/nanotechnology-news/newsid=45605.php?utm_source=feedblitz&utm_medium=FeedBlitzRss&utm_campaign=nanowerkemergingtechnologiesnews

[crashbang] 13/1/2017 20:21

Thanks timbo.

[timbo003] 13/1/2017 19:00

Neill Ricketts will be presenting at the Shares Mag investor evening on Feb 9th at the Novatel (a minutes walk from Tower Hill tube).



The Shares Mag events are free to attend, but you need to register in advance. There is generally plenty of time after the meeting to talk to the presenters (and other attendees) over drinks and light refreshments. The slide sets and video recordings of the presentations (including Q&As) are normally available at the Shares Mag web site a few days later.

Hopefully they will get a few more companies to attend (only Versarien and Sound Energy have signed up so far), but I intend go along anyway.

[luckyorange] 13/1/2017 18:52

"Strange remark to make in your last post .... it seems you had to say something for the sake of it!!"

That did make me laugh anley (pot,kettle, black!)

[anley] 13/1/2017 17:24

Have you gone to sleep SUPERG1?

Strange remark to make in your last post .... it seems you had to say something for the sake of it!!

[superg1] 10/1/2017 13:36

They could sell down to zero whoch is vrs business terms is pretty much irrelevant.

I used to think silly sods re some shares for both buying and selling by funds. The fact is such positions are miniscule to them.

[serratia] 10/1/2017 09:39

Apologies sg I thought the triggers were 5% then 3%. The next trigger would be 4% then on that basis so declaration if they drop around 1m shares if they're still selling.
Agree on the revenue rate.

[superg1] 10/1/2017 06:58

Serratia

They should have to disclose every 1% move above and including 3% if it's UK


If offshore 5% and 10% are the triggers to notify with no other notification points.

On that topic I'm not bothered what they do. As it stands I believe in the business and prospects and have no intent of selling at 20p, 30p or higher. If they take it lower then with such a belief I'll add. While we look at funds exiting there are also funds looking to add when they think the circs are right.

Revenue is clearly going to be materially up due to adding AAC with clear hints that Carbide has turned and as we know 2D tech is now gaining traction. The revenue rate now should be somewhere between £8m to £10m PA.

[serratia] 09/1/2017 22:38

Recent selling possible reason -

On Dec 14th City Financial dropped from 5.95% to 4.95%. We know funds slip just below notification levels so they have a clear run without disclosing to the next level,in this case 3%.
I looked at their fund that holds VRS. The terms of the fund are that they can hold 0.5% to 1.5% of the fund value as small cap shares. I don't know the latest valuation but at their last results the fund was worth £200m so within that their limits for small caps is £1m to £3m.
On Dec 12th the value of VRS in their fund was £857k, that is 28% of their upper allocation limit. They may therefore have decided that's too high a concentration in one share.
IF they chose to reduce to 3.001% they'd shed around another 2m+ shares depending on the price.

[humanoid] 09/1/2017 17:18

hxxp://www.nextbigfuture.com/2017/01/mit-makes-compressed-graphene-sponge.html

[luckyorange] 08/1/2017 21:44

Good positive stuff there superg. I'm sure AAC and Carbide will be ramping up sales and production, 2dtech has just started on it's journey and the future is interesting, would like to know how the heat sink side is going but will need to be patient on that I'm sure.

If the price falls any further then I will be buying more !

[superg1] 08/1/2017 19:59

I noted a bit of a problem too which I was going to mention before. The trouble with a new product you don't know what it does until you try it.

EG functionalisation can involve adding chemicals to the GNPs but you won't know the result until you try it. So the question for me is functionlisation to do what when nobody knows the result until you try it.

With so many chemicals and varying loadings combined with the various resins out there the combinations may well be infinite.

It was this line that triggered those thoughts from before. It's a hell of a lot of trial and error involved and covered by this line and a waste of valuable money. You could do 1000's of combinations and get nowhere compared to just plain old unaltered GNPs.

"It is difficult for a small company like us to be able to invest in the full characterisation of graphene so our materials are doing exactly the same thing every time in whatever product they are used in,” says Dr Thornton (HayD).

[superg1] 08/1/2017 19:52

I did say I have been busy and I'm trying to cath up.

Tweeted link by the VRS CEO which is interesting, comments form Haydale and I've picked up on a point or two.

Comments by Dr Matt Thornton, senior manager, Haydale Composite Solutions.

Dec 16

"One potential route to market is the dispersion of graphene in to a composite matrix material such as a thermoset resin or even thermoplastic, to enhance the properties of the overall composite."

Potential !!!! VRS have already bought a factory to do just that.


Then this comment.

While Haydale often finds there is a great deal of interest in graphene, with many engineers having read headlines such as, ‘wonder material… strongest and lightest material yet’, getting commitment from engineers and manufacturers without clear datasheets is difficult.

VRS have the data sheets and the proof of performance as recently announced and what happened weeks after that proof............ an OEM GNP order for a product most likely carbon fibre as that is hat the news suggested.

So VRS can produce verified very high quality few layer GNPs, they can effectively disperse it into composites. They have proven data in carbon fibre and plastics including PEEK. They have a carbon fibre related order, have a plastics factory for the GNP enhanced products factory and PEEK/PAEK collaborations to get those type of enhanced products out there too.

[superg1] 08/1/2017 19:33

If you wonder if VRS are busy then check out the bits out there. Here is one for you and what do they say about good CEOs.......Those that roll their sleeves up when necessary.



Note the 22nd December.

Spike the diet is more that a diet after a drunken bet over the xmas period. There is already a spreadsheet running for those involved. Mine includes getting a 6 pack urrrghhhhh !!!. More chance of that though than AGMs method of production working.