Versarien Share Discussion Threads

[1savvyinvestor] 03/4/2017 10:46

21.8p so showing as a sell!

[spike_1] 03/4/2017 09:26

1savvy - how much did you have to pay - if I may ask.
Best wishes - Mike

[1savvyinvestor] 03/4/2017 09:07

Just bought 35,000 shares. Was at the investor show and was impressed. Would have preferred the primary bid price of 16p but hey!!

[superg1] 03/4/2017 08:46

SN

If you think the Investor show lot read here then the vast majority have never heard of ADVFN, I did ask.

I did tell them not to bother as Imo it's a shocking site where the company applauds the chaos called by trolls as it adds to the ad click revenue. ADVFN have 100's of 1000's of false registers users created by them so they can make big claims about how many registered users they have.

BTW

Your details will have been registered on the US version to show you as a registered user there but they won't have told you that, all of us have been registered US side but I never use the site.

In the fullness of time if some have their way ADVFN will go bust and a good day that will be.

That's why I pay monthly.

It just happens to be the best BB format but the worst for regulating it.

I've been meaning to review other sites and I was talking to the site owners the other day and I'll check what their forum options are, they are new.

I'd happily abandon ADVFN and take my level 2 payments elsewhere. Its just that no one has come up with a decent alternative option to date.

Some at the show know the fund managers already in or one or two they think should be in going by the ones they know that are. So they will be chatting to them not reading here.

[superg1] 03/4/2017 08:02

The FCA

They get some and press as it's often said they do nothing. If you ever report anything to them they don't reply.

I had my theory why that was and have had it confirmed.

EG

I report a genuine matter. They say thanks we will investigate it.

I report a completely spurious matter. They say thanks we will investigate it.

Public sites are used all the time to try to manipulate share prices. So one obvious factor is if the FCA respond to your report then you as an individual now know it's being investigated.

Genuine or not you could say the FCA are investigating and post the email. So by not replying no one can ever claim a certain company is being investigated and prove that with email or contacts details.

All they can say is that they have reported it to the FCA and we all know most then say, "they are useless they don't do anything". They do we just never know if they are investigating as we won't get a response.

You could see how if they replied they could simply be flooded by trolls with false claims and those trolls could then claim company X is being investigated and show the email. We know they would exploit that to the limit.

[luckyorange] 03/4/2017 07:54

Hastings, old hat now, you will need to pen more to add to the previous article ;-)

[superg1] 03/4/2017 07:52

We also have the Ink guy Prof Ferrari at Cambridge winning that international award so it's all going very nicely.

If they ever do an open day at Cambridge folk would get chance to meet him. He's entertaining I understand.

[luckyorange] 03/4/2017 07:46

Could be a good week then.

'We are pleased to say that Innovate UK has selected the Company to present and demonstrate Cambridge Graphene's ink products, together with other Versarien graphene innovations, at the HiPerNano 2017 event being held in London on 6 April 2017. We welcome these opportunities to showcase our technology to potential end-users and we believe that our graphene technology can help solve a number of the engineering challenges they face."

[redchef] 03/4/2017 07:21

Reported here in The Telegraph

[luckykids] 03/4/2017 07:21

As the company annual turnover is around £3 million and growing due to manufacturing side, I think it unlikely a graphene order will be above £300,000. So we can put the 10% RNS theory to bed.

[redchef] 03/4/2017 07:15

Stand by, Graphene just got a mention on BBC Breakfast in connection with an award winning photo of Graphene Ink. Was even given a recommendation for reading up on the supermaterial

[luckyorange] 03/4/2017 07:01

You are a one, I'll take that as a yes lol.

[supernumerary] 03/4/2017 01:09

Nice try, but no cigar! ;¬)

[luckyorange] 03/4/2017 00:00

You've sold again haven't you ? :-)

[supernumerary] 02/4/2017 23:27

lucky - I think it's pretty straightforward - if it's price-affecting (often seen as worth 10% of annual sales or earnings, but certainly something of that order) it must be RNSed.

If it's of interest to investors but unlikely to affect the share price, then an RNSNON may be appropriate in order to highlight the significance of the order. This usually occurs with first orders in new markets, or with particularly interesting customers, or for newly-introduced products.

NR has demonstrated repeatedly that he's free with the RNSNONs - witness examples for stuff he may (or possibly may not) have bought, and £100k orders, and agreements to agree... He alone decides the criteria for issuing an RNSNON - it's really just a PR that uses the SE news distribution mechanism - so if an interesting order comes in he can RNSNON it without constraint. He will not miss such an opportunity, believe me.

It's all very well having lots of (hypothetical) little orders, but surely they need at least one of these £100K orders every month, if not every week? And with decent margins if they're not to keep coming back for more money?

[luckyorange] 02/4/2017 22:38

Down to the Nomad innit sn? Unless they are significant orders of 100k plus they will deem it unnecessary I would think, keeps the share price sensible.

Just a guess that a lot of 'little' orders will be coming through and would expect more in the future, it's a waiting game.

[supernumerary] 02/4/2017 22:16

Where does that say 'we have sold' or words to that effect? It seems to me that given NR's fondness for RNSNONs, any order, however tiny, would have been reported...

Am I alone in wondering why there hasn't been a single graphene order worthy of even an RNSNON since November last year?

[superg1] 02/4/2017 18:55

Yep

The Q and A from directors talk post ink scale up.


Q1: Neill, we saw an update earlier on your Cambridge operations, can you remind of the details and the rationale behind the acquisition of Cambridge Graphene?

A1: Sure, so things are moving very quickly for us, we announced that we've acquired a majority stake in Cambridge Graphene, which is a spin-out for the University of Cambridge, a couple of weeks ago. On the back of that, we had an over-subscribed placing in order to get the capital equipment required to really start to take that technology and to develop it at the University. The reason that we are really interested in that is that they have a different type of graphene that they produce there from the graphene we produce as a result of our own patented process, the 2 processes work very closely together and in fact they operate in completely difference areas which enables us to cover all of the graphene market. The material that is produced at the University of Cambridge is an ink and will be used in things like printable electronics and RFID tags, technologies of the future, that will enable us to really know what's happening in our environment. So, it's really important for us to really get going on that, we have got some really good enquiries and now we are building up our capacity.

Q2: At the time of your fundraising, earlier this month, you said that you would be using the proceeds to significantly scale up both graphene manufacturing capabilities and marketing efforts and to take advantage of the substantial commercial opportunities that you have seen. How are you progressing with this?

A2: So, as Versarien were able to announce this morning, we have established a base now at the University of Cambridge, we have now got the kit ordered and actually commissioned in a period of about 10 days, which I think is simply staggering from our team and they have already sold their first order out of that facility down in Cambridge to a company looking for some graphene ink. In terms of the Nanene and the new materials we announced just a couple of months ago, I have just come out of a marketing meeting where we are managing expectations with some very very large customers at a very early stage in order to facilitate getting that technology really moving as well. We haven't actually ordered the equipment for that yet until we can establish that we have got significant demand but it's all ready to go and we will looking forward to placing all that equipment on order. We are a relatively small team so at the moment we have concentrated on getting Cambridge up and running, getting it to the same sort of levels that we have got down in Cheltenham and then it's all go on the Cheltenham facility.

Q3: What does it mean having the equipment in place already, what does that mean for Versarien PLC?

A3: So, we have got an established production base down here in Cheltenham, where I am today, and the guys are downstairs making material for the guys to sell we were just talking about in this meeting and that means that we are up and ready, we are able to satisfy the demands of our customers. We have just expanded on that by having this other capability down at the University of Cambridge and over the next couple of weeks we have got a very active schedule and we have got lots of opportunities for us to display our technology at various technology events. Having the equipment in place means that our customers are able to place orders with confidence that we are able to supply, in fact one of our investors asked us the other day what would happen if he placed a rather significant order right now and one of our guys in the Cheltenham office said it's not a problem, we would be able to supply that straight out of the stock. For customers, it means that there is a degree of confidence, in being able to place an order with us, to be able to satisfy their needs.

[luckyorange] 02/4/2017 15:01

Cambridge have sold their first order?

'This equipment, operated by the existing Cambridge Graphene team, supplemented by recently added personnel, is already producing graphene for customers in sample quantities. '

You sure about that?

[superg1] 02/4/2017 13:58

Thinking of possible new arrivals post the show. Here is the McLaren comment about what GNPs/Graphene nano platelets do to composites.

The GNPs were in the small tub the black powder. Not all GNPs add strength they have to be below 10 layer and in this case the VRS GNPs are below 5 layer.

The nano qualification is 100nm which in GNP terms is 300 layers. Hence many with standards yet to be set can call graphite 100's of layers thick graphene. Such graphene will not strengthen composites and in many cases do the opposite.

Mclaren from their website from the director of Operations Jonathan Neale.

When he is talking below he is talking about the gains of adding VRS GNPs. The company can't tell you that but I can, it was easy to work out once they launched the watch. The guy that did the tests for VRS was at the Mclaren launch What we don't yet know is what had happened or is happening to the rest of the order.

So the Mclaren comments, it's on their website.

Can you simply explain nanoplatelet reinforcement?

“Yes, graphene is infused or mixed into resin systems, and those resin systems, for the application of creating carbon-fibre composites, are then combined and cured with layers of carbon-fibre. A graphene nanoplatelet is a small flat shape – very small, microscopically small, in fact. When you put those platelets into a resin system and mix it with your normal carbon-fibre layers, you greatly increase the inter-laminar bond strength, amongst other mechanical properties. Previously, when you relied on regular resins to hold the carbon-fibre layers together, there’s the possibility that those plies could shear apart – a common and well-known Achilles’ heel of composites. By introducing other structures within the resin, you can increase the shear toughness.”

How much of a step forward is graphene 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.