Versarien Share Discussion Threads

[clive205] 11/3/2017 11:32

Doing some research here.

Couldn't see a link in the header to

I note the January update. What are current market expectations for the y/e March 31st?

[jointer13] 11/3/2017 09:44

superg1

much appreciated.

[superg1] 11/3/2017 09:44

Yes Spike and that's not the end of it either, got to go out for a cycle then will dig re that aspect over the weekend.

I met the CFO too and what a thoroughly nice chap he is. Also good to hear he wants justification for every last penny spent. Very tight purse strings type who is casting a keen eye currently over certain city related costs.

He and the CEO have worked together for many years.

[spike_1] 11/3/2017 09:40

Utterly fascinating!

[superg1] 11/3/2017 08:54

I've been to an open day, arranged my own for a few about 3 years back and had other direct contact. I've talked about composites and composites and the next time composites. In fact on the open day it was all about composites.

So someone explain to me why on that night the CEO has suddenly turned into a bit of an expert on packaging on graphene enhanced packaging and smart packaging. Then why an ex F1 connected guy engineering mad is now asking PIs what they think the highest risk/cost for supermarkets is. Any guesses ??? cooked chicken.

Now spin back

Quite clearly as in videos on news they have been surprised by the amount of enquiries about Nanene since they launched and it seems clear that some companies have come out of the woodwork on graphene, they have been hunting for it but the real deal simply isn't out there or rather wasn't until Nanene launched.

The CEO keeps saying there are not enough hours in the day and I did say he needs to get someone in to help. I think they have one ex guy from a very well known brand name lined up.

So packaging.

I know if you add graphene it improves the shelf life (oxygen blocking) is stronger and perhaps light weighting kicks in too, but he went in-depth on smart packaging. We have talked Rfids before and how graphene ink may change the market there.

So he gives the story using a ready meal as an example and how smart packaging can give the history.

EG the meal gets wrapped and has graphene seal and an rfid sensor or both.

If that meal leaves cold storage from the company it registers how long.
The use by date is known.
It goes to the supermarket and the packaging knows the temperature it was stored at.

It has sensors in it, it can tell you if nuts are in it, or if it's degraded (bio sensor) that it is now unfit for sale.

You buy it. The scan system in the supermarket automatically updates the re-order system.
You take it home and stick it in your fridge.
You take it out and break the seal, that is recorded.
The smart packaging recognises that and adds it to your online shopping account should you wish to order it again next week.

No doubt there would be a relevant app.

So is it fit to eat. Well before you stick it in the microwave check your app and it may tell you that product has been out of refrigeration for too long and that dangerous bugs have formed.

But if it's been out of the fridge too long the supermarket would know if that was your fault or theirs as it's all recorded. In fact a package could tell them take me off the shelf.

He didn't say this but I think of product recalls due to contamination which costs millions. If you have the smart packaging and sensors on the high risk times you have a full database of what is contaminated or not. But the senor has already told you that before you stick it on the shelf.

So after the show I'm thinking WTF why is he talking packaging and have had a very very brief look.

The graphene ink site talks of smart packaging so does the NGI and countless other sites. Then I quickly came across a graphene based nuts sensor in a Cambridge report with a very very large relevant company mentioned in that paper.

I need to dig some more.

I don't think for a minute that the CEO who is run off his feet, one night sat down and decided to look up cooked chicken and the impact on the retailers.

[phoenixs] 11/3/2017 08:27

superg, thank you.

[phoenixs] 11/3/2017 08:21

sg, just a point on the carbide side. I would have thought the Brexit impact on currencies will have made VRS more competitive. In a competitive market and purchasing directors hitting on costs all of the time, the value of the £ wil certainly help.

[superg1] 11/3/2017 08:18

Well one exiting thing is scale up potential and opex which isn't fit for the public domain VERY VERY VERY exciting (Is that enough).

The others bits are as below but then I can't be exact nature of some things. Anyone that attended the open day knows the CEO asked that some things were not posted on public forums and we honoured that, just like I did about the find re Nanene. That's why I urge people to attend such events.

I'm not doing a sales pitch for the investor show or VRS but they are there on the 1st April. So it's up to individuals to decide whether it's worth talking to the company or not. Personally it think it's absolutely vital that any serious investors do just that and talk to the CEO.

[superg1] 11/3/2017 08:08

I'm going to mention food packaging as it was a regular topic, but first say that if you don't attend such events or attend open days you are not going to get the full picture. So on some comments you now have new PIs absolutely blown away, the comments are not inside info it's just that companies do not necessarily want customers or end users to know things that may affect negotiations.

What I will do is point to old news that the market didn't read way back and no one was talking about VRS

Versarien CEO Neill Ricketts commented: "Our technique is highly scalable and we can also use our existing group resources to manufacture relatively large quantities of high quality graphene.

It has moved on from there, you can bin relatively and as I keep saying it's modular, The technology can produce any amount, it is only restricted by demand but then the demand thinks it can't be produced or rather THOUGHT it couldn't be produced

then this bit in the same news.

'We are now planning to commence production and by utilising our existing production facilities we expect to lower our graphene production costs.'

The guys that attended the open day heard some things on that, well if you are reading that that well down and that's before the scaling up just announced. I try not to display too much excitement as BBs are full of that but it is seriously mind blowing.

One worry for investors is competition and clearly that is a hot topic well if you attend events you wouldn't worry.

The first point is VRS can do what no one else seems to have mastered few layer graphene. They can scale up to any number needed subject to cash flow and staff, but anyone wanting large scale could licence it of course and at this time there doesn't really seem to be anyone else to go to.

The market seems to want GNPs and VRS have them. I'll comment further on that in the next post.

[phoenixs] 11/3/2017 08:05

sg, thanks for your comments on the event, sounds as if it was useful and not just a drinking party. As Spike writes, any comments on "exciting things" ?

[spike_1] 11/3/2017 07:55

Thanks sg: so far so good, but would you care to comment - since it is in the public domain - on your earlier remark: I was surprised to learn some new and exciting things which other new investors and potential investors heard. Some of them may not have appreciated what they were told but I did of course.

Best wishes - Mike

[superg1] 11/3/2017 07:28

I'll explain the event itself. Note what a new investor put on LSE.

"yep, apparently Neill was asked to attend only a few days before. He brought along some samples which was good to see the product in action."

If you were there you would have seen all the others with stands all nicely set up. No such case for VRS as there was no time. Just the CEO standing there with some samples and if you note company numbers 1 too many.

David Burton of Vox markets was there and if you followed posts you will note he declared via twitter to having bought a chunk of VRS shares. The event was sponsored by Optiva securities who were also there and the CEO declared them as new friends.

So no VRS didn't spot that event and fancy a jolly it was something fitted in when there already aren't enough hours in the day due to demand.

And to quote the CEO

"I am absolutely run off my feet since we launched Nanene".

[superg1] 11/3/2017 07:19

Just one short one on Carbide. That's an underlying business that saw the share price get hit as it was doing well then got hit by oil. They are clearly seeing some new interest including other sectors and it has been doing well in recent times. I suggest recently stand alone it going back into the black

Now to me that seems a good reason to rns when you compare it to recent news but as and when it suits I suspect nomads use grey areas, and a grey area probably suited if a fund raise was coming. Just my poisonous mind working away so ignore me there.


Now if you look at a nomad elsewhere in the same sector one wonders what goes on. I said no worries with AGM as they won't release bad news. They didn't let me down the other day

Now how many companies issue an end of period update where it gives no indication at all about revenue and meeting expectations or not but waffles on about a load of exciting stuff with no substance and some of which may be a decade away. Then the same Nomad has failed to address the issue of untrue news issued late last year.

Folk have to do their own research and currently I fear for AGM holders.

re one other those there need to dig and spot something as I haven't seen anyone post about it and my mind is in overdrive about what someone is up to (not good).
As they don't listen they can shove it and find out the hard way.

[rogerbridge] 10/3/2017 12:20

Looking forward to it S.G.

[spike_1] 10/3/2017 12:01

Thanks sg, we await your 'report' with interest.
Best wishes - Mike

[superg1] 10/3/2017 11:56

I say PIs but there were other non PIs and it is not appropriate to name them.

[superg1] 10/3/2017 11:54

Yes intersting spike still travelling and perhaps won't be able to update until tomorrow.

I was surprised to learn some new and exciting things which other new investors and potential investors heard. Some of them may not have appreciated what they were told but I did of course.

It does seem like a new buzz of interest is developing but in a sensible way.

Just one tracks ADVFN some saw VRS via primarybid and got in on the basics on there. Other potential new PIs understood composites certain sectors and the significance of the performance gains.

[spike_1] 10/3/2017 08:41

reminder: sg is talking about the London Investor Event which he managed to get to even though it was sold out ;0) VRS were asked at relatively short notice to present there because there was known to be investor interest.

Best wishes - Mike

[superg1] 10/3/2017 08:30

Very interesting last night, too busy to post details, will do later.

[luckyorange] 10/3/2017 07:25

I suppose that 333.333 buy could be the first tranche of a million buy, it's a strange number !

[luckyorange] 09/3/2017 18:24

Definitely a buy if the information is correct and not one of the infamous deleted trades tomorrow cyber.

[shavian] 09/3/2017 18:18

Nice to cop a million new shares at 15p, eh?

[rogerbridge] 09/3/2017 18:16

Yes she is a smart cookie snd a long term player