Versarien Share Discussion Threads

[superg1] 16/3/2017 08:20

Hunting around I dropped on this by chance from Dupont.

You can see how excited they are about printed electronics. They were pleased about getting their print to dry at 60 C.

They talk of 50% costs savings in vehicles and 70% lighter

They did't mention outright 100% graphene ink but mentioned a carbon mix. As I recall VRS ink dries under normal temps and virtually instantly as it prints at 100 metres per minute.

[superg1] 16/3/2017 08:08

If you start at 39 mins on that video you will see a novelty chocolate box which was produced to give out at a party in the US.

It's just cardboard but linked up gives a good idea on how such printed times can work. I can be done on packaging, posters, magazines, sales prompts, ads etc etc etc.

[superg1] 16/3/2017 08:03

BTW

Others may claim to have ink. The NGI does but says it's years behind Cambridge.

The key is obviously the production process, water based, using standard equipment and 100 metres per minute.

EG I checked out one ink source and you have to wait 6 minutes for it to dry. With the NGI further issues as it has to be compressed after printing to get results and that was a slow time painstaking printing. The Cambridge method is a considerable breakthrough and reflected by those guys that joined the debate.

In fact the Novalia are in this video and they produce a flexible printed roll which they said can be done ta 100 meters per minute. That is the Cambridge method used by Novalia.

It's a long video but what you are looking at is Cambridge graphene ink used in various processes and it gives a great insight into the potential.

[hastings] 16/3/2017 07:58

Had my visit to the Graphene Centre yesterday 2 hours with the Professor, Mark Shepherd and Neill and time flew. To be honest I was blown away, the operation across the board was top notch.Extensive write up to follow in due course, suffice to say I concur with the view on Cambridge Graphene Ltd, excellent purchase.

[superg1] 16/3/2017 07:51

I was in for the GNPs and further via primarybid where I suspect I picked up near 10% of what may have gone to PIs. I'm not alone there others that have done the same. But I did that on the back having taken the time to attend open days and the like as extra info (not inside) was available via that route, such as production and costs.

It's with those facts you know that things potentially are far different compared to those that try to judge things from a point of weakness on their knowledge of the company.

Cambridge ink was a bit of a mystery to me at the start but it's starting to look like an outrageous bargain for VRS.

[rogerbridge] 16/3/2017 07:38

Good find SG

[handygandhi] 16/3/2017 07:28

Great research superg.
Makes for very interesting reading, many thanks.

[superg1] 15/3/2017 22:36

Just spotted this so that would explain partly why VRS are getting enquiries as folk in the sector do pick up on these things.

Folk from US UK and France discussing it some in the printing industry.

The French guy

'As it is, the inventors are to be commended for superb feat of technical ingenuity.'

Click on the various names that comment, you will see where they are and what they do.

US based

Zina Cinker, Ph.D.
Graphene Research and Development
3w
Conductive graphene ink is produced through a water-based process and is suitable for commercial applications. As a matter of fact..the interesting thing is that although the scientific paper was just published in ACSNano, the technology has already been commercialized via Cambridge Graphene, a University of Cambridge spin out company recently acquired by Versarien ! That is an amazingly short lab to market time for graphene...well done.

[superg1] 15/3/2017 22:00

On the point of not knowing about VRS.

The Goldman sachs report came out in Sept 2016.

They had a list of graphene players (public) which from the UK included.

Haydale
Applied graphene materials
Graphene nano.
Directa plus


No trace of VRS or 2D tech.

But they did pick up on this

Paints and coatings, printing and packaging: Conductive printing and packaging is another
potentially promising area of graphene use. A UK-based technology company, Novalia,
together with researchers at University of Cambridge, recently developed a graphene based
conductive ink that could be used on a large-scale commercial printing press at high
speed – a development that could potentially replace silver. A successful commercialization
of graphene ink could mean cheaper printable electronics, but would also open up
potential applications for smart packaging and disposable sensors.

[superg1] 15/3/2017 21:23

Sore heads tomorrow then, I nearly had to carry a friend home who drank something similar recently.

[superg1] 15/3/2017 17:38

Obviously it's all down to sales and we know the rough price they got on the last one which was over £100k and under 1 kg.

Before they could do 100 grams per day. Research gram level £400 per gram and bulk towards a kg over £100 per gram.

[skylite] 15/3/2017 17:37

Talk of "stunning folk and blowing socks off" Graham - Richard's got 7.9 percent Cornish cloudy, straight out of the box on the bar; slightly out of date but nothing to worry about at £2.50 a pint tonight.

And if that's not enough to entice you in post race day, the ukulele players have added a drummer and spoon player to the combo. Hello Wembley.

[superg1] 15/3/2017 17:32

Just like the website bits I did ask but I'm left with this from the RNS

'The funds raised will allow us to SIGNIFICANTLY scale up both our graphene manufacturing capabilities and our marketing efforts to take advantage of the SUBSTANTIAL commercial opportunities we are seeing'.

I don't know what's in the Momentus events video perhaps there are comments in there once it pops up.

[superg1] 15/3/2017 17:15

Search on the company search facility where the whole topic was about graphene and me understanding it far better than they did.


I tried graphene

'Your search yielded no results'

Unilever

"Sorry, we can't find any results for that search term."

Yet they appear in Cambridge ink papers and have used their tech.

It's more or less the same story wherever you search. Plenty of very big companies are looking at it but you won't find anything on their websites.

Dow you get two basic hits Ford none.

But then if you search you find that Dow and Ford have been working on finding stronger composites to reduce weight on vehicles and Dow providing a $10 mill credit facility for a graphene company.

There is a lot going on that isn't admitted.

Post launch of Nanene VRS have been hit with a lot of enquiries just as the CEO says and many of them they have never heard of.

[superg1] 15/3/2017 16:53

So how much do you think it costs to produce GNPs for many out there and VRS.

No answers from the open days folk please and it's well below that now BTW before they scale up.

I won't be giving the answer I'm just curious what people that haven't engaged the company think the costs are.

Do the armchair guys think of rows of machinery and NBC suited staff in some sort of sterile environment. If you do then you'd be a country mile off reality.

[superg1] 15/3/2017 16:47

How about this one.

The whole group overall was profitable in January.

Hmmm said some shouldn't the Nomad rns that. It seems not.

Probably due to fund raise and mates to look after.

[superg1] 15/3/2017 16:29

BTW

The guys I spoke to are related to a subsidiary of the main company but still turn over $25 billion per year. The main company is a lot more.

As for the city and their knowledge of share I think you are extremely naive there.

I know as I had an analyst Nomad and a very well known fund manager on the phone desperate not to be embarrassed in an interview as they could answer basic questions on a company they had significant holdings in.

I have comms with one analysts who has just left a fund and others, they tell me how shockingly poor the city is on understanding of shares.

All that matters in the city is BS on top of BS, reality and what a business does really isn't important.

They city runs on lies deceit and screwing each over, it's all about money.

As my friend keeps saying why let the truth get in the way of a good story.

I keep saying take the opportunity as and when to speak with the CEO. No need to buy what I say. There are some factors which would stun folk and blow their socks off but it's up to them to find out not me spoon feed it, then lose trust and integrity.

[superg1] 15/3/2017 16:14

Been out all day

Rid I said there is a Goldman sachs limited circular report. It has all UK graphene companies in it besides VRS who are absent. They did list the cambridge ink though as very ineteresting

There have been various others reports on graphene sites over timee that do not mention VRS but mention the others, That has started to change.

Then if you speak with the CEO you will hear him say since the Nanene launch they have had enquiries from companies they have never heard of. Companies that were looking for graphene but had no idea about VRS until they launched Nanene.

Then in recent weeks I was at for an hour in meeting with two guys form a very large company who were looking at graphene in composites didn't quite understand it, were very keen to look at the performance enhancements but has now noted VRS in recent times.

There is a long list.

Unilever was a surprise to me but now I can see why they are talking to VRS due to the bits posted.

That's about as much as I can get way with saying.

You can lead a horse to water.

[anley] 15/3/2017 14:38

On offer at 14.36 @ 15.40p so picked up a few as sellers are the ones selling out as the price did not give some punters enough margin - so in a way they have been stopped out.....................

[phoenixs] 15/3/2017 10:03

That is encouraging. Miton have taken their stake above 3%. With Herald over 5%, we have two really good funds in VRS, not the City Finance in and outers.

[john henry] 15/3/2017 09:35

have a buy order placed @ 15p.

[superg1] 15/3/2017 09:31

Rid

So why I have been sat in certain circs where I hear directly from some significant others that they have no clue.

Those are the things that I can't state and have to take it on the chin.

You are ex Mod you know what I mean

[anley] 15/3/2017 08:29

I agree with the last point.........an indication as to how the business is doing now and what may happen over the coming months would be a real help.

Positive new will bring in the buyers..................