Versarien Share Discussion Threads

[superg1] 09/10/2016 09:20

FGV Cambridge Nano systems (synthetic graphene)

companies house show it as listed to be struck off.

[superg1] 09/10/2016 09:09

I haven't really had time to get going on recent research on Versarien but here goes. 5 minutes worth and a new bit for me.

It tends to show that VRS are favoured in the industry and have the right connections. This is a future use but you get the point on VRS being in the right place with the right product and recognised as such




Research into medical uses of graphene and nanomaterials receives funding
3 October 2016 Engineering

New biomedical applications for graphene and other nanomaterials are to be studied by the University of Manchester with the aid of government funding.

A 5.2 million pound grant has been provided by the Engineering and Physical Sciences Research Council for a new project that aims to further explore how two-dimensional materials can address major health challenges such as cancer, diabetes and dementia.

'The team will look at how graphene and other 2D materials could be used to create targeted drug delivery systems to attack cancer cells while leaving other cells unharmed,'

'Four major healthcare partners are also part of the project, while two specialist graphene companies, Versarien and Graphenea, will provide materials and industrial upscale expertise.'

[handygandhi] 08/10/2016 13:31

Innovate was a good find superg.
Not only are they part of the UK Government's Northern Powerhouse Project, but there's clearly a Manchester University (UMIST) connection.

[superg1] 08/10/2016 10:57

Clearly Innovate UK see VRS as an innovate backed growing success story and it's clear the UK desire to become a world lead in some advanced materials.

As said by many and Goldman Sachs the potential market is huge and is also extremely diverse in the graphene, GNP, oxides arena.

Having had a brief read so far I'm not too worried about competition as there are probably 100's of different sectors once it unfolds.

Vrs are clearly going after near term sectors where they see a gap early on.

EG most of the market seems to be fighting over semi conductor patents. That tech imo in terms of commercial entry is probably many years away.

[superg1] 08/10/2016 10:50

I haven't had time to look deeply yet to consider the various names at the innovate event. However as the VRS CEO is there presenting then the thought process that VRS may bid for funding seems to be a fair bet.

[superg1] 08/10/2016 08:12

I know a current topic is cash and saw the name of innovate UK a few times and fund providers in the past.

So I thought I'd look up Innovate.

They are just going through a £15 million funding process for emerging tech that is disruptive etc.

From the site

What is the opportunity?

Innovate UK are to invest up to £15m in business led, innovative projects to help businesses broaden out innovation activities, to find new sources of revenue from new products, processes or services.

The Innovate UK Emerging and Enabling Technologies programme identifies, and invests in, new technologies and capabilities. The aim is to inspire the new products, processes and services of tomorrow – those with the potential to create billion-pound industries and disrupt existing markets.


any emerging technology that can demonstrate a step change in performance and the potential to disrupt existing industrial approaches; we are particularly looking to fund projects in energy harvesting, imaging technologies, graphene or biofilms
any enabling technology in: satellite applications, electronics, sensors, photonics, digital, Internet of Things (IoT), data, cybersecurity, virtual or augmented reality and distributed ledger technology.

Events:

The main briefing event will be held in London on 30th September and also available via webcast. KTN are also planning a number of regional briefing events during October as follows:

Manchester - 10th October
Belfast - 14th October
Cardiff - 20th October
Bristol - 26th October
Glasgow - 26th October

So my guess is VRS will be in the mix to fund some aspect of the business development

this competition opens on Monday 3 October 2016
the registration deadline is Wednesday 30 November 2016
the application deadline is Wednesday 7 December 2016
we expect projects to range from total costs of £35,000 to £2 million
projects should last between 6 months and 3 years
a business must lead the project but can work with others

[superg1] 07/10/2016 22:26

I've got hold of some recent updates within the advanced material world. As if to prove a point as I suggested versarien are missing from the list of companies identified involved in graphene. Some small outfit called Goldman sachs did the research.

They capture 29 companies worldwide including some you may know like Haydale, Graphene Nano, AGM amd Directa Plus (all AIM)

I'n glad they spotted Directa as I'd forgotten the name of the new arrival.

I must admit I was pleased to see the absence of VRS/2D tech.

It does say it's an example of companies with exposure to the market so they won't list all of them.

It's a lot to read but quiet clearly there is a lot of excitement around advanced materials.

I'll have a read over the weekend. It covers a lot about nano technology. I recall some time ago being surprised how silver has so many other uses in nano form.

To give you some idea re 'nano'

In the video I think nanometers got a mention. Well a human hair is 75,000 nanometers thick. Mind boggling isn't it.

Good news then as I have a head full of hair, it's just so thin now that no one can see it. I did wonder what makes my face tickle, I must go and get it cut.

[superg1] 07/10/2016 09:08

I know VRS suggested they have moe than one acquisition in mind.

I've only done a few minutes looking and purely speculative. I check linkedin to see who is looking at who each toher or may be linked. Now this one could be purely down to the geographical link, they may have known each other for a while.



Material wise is a fit but probably a complete red herring and it's just the geographical connection.

[superg1] 07/10/2016 07:56

I'll go through all the news and videos at some point. They mention various names types of end users and so on.

Hopefully some of those will start to get mentioned in contracts or collaborations etc.

[superg1] 06/10/2016 20:54

Thanks

It seems to be in bottom out phase having had very little interest from anyone, probably because most don't even know it exists. Combine that with a team that don't seem to shout about it too much, they are probably too busy to do that.

On the chest beating front I didn't like the way AGM try to attract attention.

There is suggestion there may be some open days in the future so interested folk can then hear it from the guys in charge I imagine.

[affc21] 06/10/2016 20:06

No need to apologise, I had left the room, so to speak.Your doing a great job here and it makes sense to start your own thread.

[superg1] 06/10/2016 19:44

Apologies I thought you had gone which seems about right.

As said I've been looking at this sector for about 2 years and now seems to be about right to be looking more closely.

I find these threads more useful than scribblings which I then lose track of. I need to look up the oxide side.

I was looking at Versarien anyway for the heat sinks and had a bit of a teddy throw went they went into 'graphene', but that opened the door for me to look at GNPs and I very much liked what I saw. I'd been ignoring graphene up to that point.

Heat management in technology is going to grow significantly. As VRS say simple things like TVs and set top boxes. They didn't used to have fans in them but many do now, heat slows processing speeds. Space is tight in the TV and set top industry so passive heat exchangers could in some cases dump the need for fans, that's a saving in space and cost and performance.

I believe I had a conversation where tech like the VRS foam also is suitable for large scale, like wind turbines and I think trains and lifts were mentioned but I have little data or knowledge on that. What I do know is that surface area of the heat sink is a key factor. Porous copper foam has a large surface area.

So I liked VRS for the Cu and could see a break into the sector if they could defeat the disruptive tech game. Then along came the GNP side and the amount of products it can go into is phenomenal. A poster called Scrutable told me to look for companies/products that have great diversity and worldwide appeal. Well I can't think of anything else that could be introduced to so many different products, just about every material out there.

Imo VRS have nailed some serious IP there by getting into the core of the industry and picking off tech such as the Ulster university breakthrough. I look up the dispersion side I think that was Warwick connected.

[affc21] 06/10/2016 19:28

Superg1Good to see you open another thread, very informative too.I have not been invested here for quite a while, so not able to add to your research. But your postings have perked my interest (again).I have added this excellent BB thread to my favourites.All the bestaffc21

[superg1] 06/10/2016 16:53

Better to use the word graphite Cougar or as soon as you say graphene people think of technology re pure graphene sheets, smart phones and so on.

I say for now forget all about that and think GNPs and the oxides, printing inks and so on as they are already in play but the quality ranges wildly and the technology to create composites is a highky skilled process.

That is the attraction, it's been around for some time and very few have cracked the code for the premium product like single layer GNPs.

When they talk of 1 mm depth being 3 millions layers thick then it puts it into perspective if you are able to produce single layer GNPs.

[superg1] 06/10/2016 16:50

I see 2D tech (VRS) have the products mentioned listed as available in any quantity.

I haven't found data sheets for the products yet.

[cougar99] 06/10/2016 16:38

Indeed, we wait with interest to see if The Future is Graphite..... and VRS have a starring role......

Will watch video later ......

[superg1] 06/10/2016 13:01

Hmmmm

Quite a lot held with instis unfortuantely if things go well.

Henderson Global Investors 26,526,996 22.83%
Miton Asset Management 12,650,834 10.89%
William Battrick 7,679,000 6.61%
City Financial Investment 7,138,462 6.14%
Herald Investment Management 6,035,950 5.20%
Allianz Global Investors 5,950,000 5.12%
Hargreaves Lansdown 4,103,501 3.53%
Blackrock Investment Management 3,557,783 3.06%

So not many to go around.

BOD have just over 14% so probably under 20% of shares out there for retail total

[superg1] 05/10/2016 17:21

I'm only just scratching the surface at the moment on the links but picked up on a Dyesol comment in the video. Dyesol are in Aus but the research is next door to 2D tech (versarien) in Manchester.

Dyesol are all about solar energy etc

Little is said about that but a Saudi giant took 33% of Dyesol.

Dyesol bang on about being the lead on the new solar generation tech called Perovskite and obviously the large Saudi company think it's a runner.



Then to complete the link here is a PDF from Dyesol/2d tech going on about the collaboration.

Going by the video it seems they have now completed the durability tests. On page 14 the durability part had a question mark.

A small part and probably an insignificant part short term. Just a case of looking at that and putting it in the bottom drawer for reference should Dyesol or Perovskite be mentioned in the future.

1711

PA 120k
18 156k

[superg1] 05/10/2016 14:26

I just listened watched the hour long video and others and the recent acquisition makes sense.

The tech and research they talked about in the presentation gets a brief mention in the latest results where the CEO says they have had some exceptional results from the technology team and AAC gets them into the market and they believe they are the world lead.

Now going on what they say in the presentation it seems they have a number of end users asking for the inclusion of the technology in their products but end users don't have the knowledge or technology to produce it. VRS also talk about direct routes and quite a few big names got a mention which they don't bleat on about in news.

So it seems to me they are ready to go to produce GNP enahnced materails for the end users connected to AAC. I did pick up on the laptop case comment so I wonder if that is an order to come via the AAC set up.

Also in the presentation the Manchester scientist alluded to carbon fibre products can not be injection moulded. So my guess is there is a breakthrough to come where GNP plastics can replace carbon fibre which is probably more expensive. Also that injection moulded plastics can now penetrate other uses or replace existing uses.

The way they talk it doesn't seem to be about a look see by offering an enhanced product but a demand by end users in existence but VRS needed a key piece to be able to start down that road.

So on funding as also mentioned in the presentation would that include end users assisting to get the ball rolling for their particular product.

It will be interesting to see if any material news comes from VRS over the next few months and through next year.

As said I've been waiting for missing pieces to be linked up on the GNP and oxide side. It seems that is now starting to drop into place.

If true they now have the world's first dedicated graphene enhanced plastics factory. So if they call it dedicated that it tends to indicate the customers of AAC may well have given interest from end users in the enhanced products. If not how can they call it dedicated.

That ignore the heat sink side which separately they seem to be seeing some traction on and are excited about.

[superg1] 05/10/2016 12:16

China's Growth: the Making of an Economic Superpower - Linda Yueh 14 minutes in to cut to the chase




COMMENTS IN THE VOX INTERVIEW ON THE CHINA DEAL

"Government official suggested it would be a £200 billion market in 5 years"

"Backed by Chinese government as a partner"

"Everyone knows we need vast amounts of graphene to meet the demand"

"Met the Chinese president at the NGI (2015) and he said he wanted to collaborate with the UK on graphene"

Met Jinan (the Chinese delegation) in November 2017 they had a requirement they have not been able to fulfil to get into graphene in a big way.

"They needed someone with all the DD, viability, reliability and verification all done"

It started with to a presentation at Bath Uni in November. That led to a dinner and then an invite to go out to China 2 days later.

Hong Kong base will licence it to multiple locations with similar deals. Had meetings on that topic for 2 days on return to the UK.

"Once the business model is proven and the deal is on the table then there isn't really anybody that is not going to be interested in replicating the deal"