Versarien Share Discussion Threads

[tradeyodha] 19/4/2018 08:13

Good for you :) How many red days versus blue days?

[forestfred] 19/4/2018 08:11

Ellissj
I saw that thought of vrs straight away ?
Just exciting isnt it !

[club sandwich] 19/4/2018 08:09

Sectioned? *Moi*? ;-)

[superg1] 19/4/2018 08:08

How does that make sense?

4 MMs on 69p on the offer. About 15k of buys came in and they all left 69p ???

[ellissj] 19/4/2018 08:05

Right on cue, lead story on BBC Breakfast news, "ban on plastics to prevent ocean waste" cotton buds, drink stirrers etc. Best ellis.

[iain dick] 19/4/2018 08:00

One point I did pick up from Doc Holiday interview yesterday ..NR was asked where he thought company would be in x years ...was very close to ” I think the vast majority of investors would be blown away and sectioned if they knew where Versarien could be”

Calm but palpably revved up Neill...all for very good reasons ?!

[superg1] 19/4/2018 07:59

I haven't watched that video for some time. Note how he goes on about Oleds and the move to flexible screens.

Also as I said Goldmans mentioned Cambridge ink looked interesting.

Now go back to that pdf that we know about but the market doesn't

It shows Prof Ferrari excited about VRS ink and what it can do for Oleds and other things.

As clearly stated in there Cambridge ink are working with Flexenbale on Oleds. As I have posted before there is a chain of connections there all the way to Samsung.




Flex was spun out of Plastic logic as the R and D arm. They are on the graphene flagship. PL leads to Novaled which is owned by Samsung.

There is plenty of dot joining to be done re VRS and some bigs dots are about.

BTW the above doc was one that prompted the "If you do find things on the web that look new, can you please contact us before posting them".

At some point the funds will join the dots. EG at some point Goldmans will spot VRS.

[ellissj] 19/4/2018 07:50

Thx for that superg. V interesting watch. Best ellis

[superg1] 19/4/2018 07:44

Eliss

I have mentioned from time to time the large document that Goldman sachs did in Sept 2016.

Was fortunate enough to get access to it. It talked of the advanced materials industrial revolution on the way. They included the list of things people including those dismissed back in the day. Plastic is one on them, cement and so on.

That's where I picked up on Carbon black as they were talking bayou the gains that could be made with graphene in tyres. In there it said carbon black makes up 25% of the tyre.

They specifically picked out some graphene ink being developed at Cambridge as interesting. That is what VRS acquired.

They also listed many graphene companies but not VRS or 2D tech.

As Is aid and keep saying many are unaware of VRS. However in the the last year or so big name shave spotted them and hence we see all these names signing up.

Here is the guy that did the document

[meganxmas] 19/4/2018 07:36

Sg1 great post

[alfie4048] 19/4/2018 07:35

Pmsl . TY. Takes a short position on the only blue day for 6 weeks. Love it.

[superg1] 19/4/2018 07:33

dg

In the look they talk of sizes below 100nm.

For those that have been reading long enough they will know that is the qualifier to call something nano sized.

So early on 90% plus have been crushing graphite which is made of graphene layers and when they get below 100 nm in layers they call it graphene.

100nm is 300 layers of graphene.

Single layer graphene is where all the facts and figures come from on graphene claims.

Graphene layers in graphite have weak bonds between them, hence if you load a composite with multi-layer graphite it gets weaker as you have effectively add billions of weak point throughout the composite which are weaker than the composite itself in many cases.

So you need a few layers as possible to overcome that problem and under 10 is where you start to see material gains.

In the process of trying to get under 10 layers come companies destroying the lateral size. Platelets can become so small that they are no longer platelets anymore (as per the science papers) and can't bond properly to the composite.

That is why Nanene works, it has a high level of few and single layer and has the lateral dimensions to bond to the composites.

Another factor is any damage to the GNPs and again some that try, which include this small lateral group do a lot of damage to the platelets which once more creates weak points.

It's about understanding graphene and Gnps. You have to be brutal to get to few layer but gently enough to get good lateral sizes and limit platelet damage.

Try to imagine trying to slice the sharp edge of a razor blade into 8 equal thicknesses. If you could then you would have the something the thickness of a graphene layer.

[luckyorange] 19/4/2018 07:26

And the Big 'W' REDCHEF don't forget the big W ;)

[rogerbridge] 19/4/2018 07:21

Nanene in tyres looks to be a no brainier. This is very exciting and I am sure the Continental trials will be positive for VRS.

The share price looks set to regain some lost ground.

[redchef] 19/4/2018 07:17

Someone mentioned a 'Bullish Harami' forming yesterday. But take a look at the intraday pendant. Text book breakout expected

[redchef] 19/4/2018 07:13

17p I bought in for 3 years ago after careful research. I've top sliced a couple of times since to preserve my original investment and more but the bulk of my profits are still riding. I base my investments on research not scaremongering and anyone sticking with this stock, especially at current price is in for a fantastic payday in the short to medium term imho. DYOR as always

[superg1] 19/4/2018 07:11

dg

That Jinan bit may explain why the Jinan Province company in July last year put an ad through the DTI for a UK supplier of graphene.

So it seems to me when VRS did a presentation in Bath with the Jinan guys present it was a eureka moment and hence they moved so fast to invite NR over to China and it seems treated him like a high level VIP. The nice Mr Ricketts.

The DTRI ad was showing that 4 had applied. VRS were unaware of the ad so they weren't one of them

I never did ask how the drinking comp went but against 2 rugby players my guess is the UK won.

[tradeyodha] 19/4/2018 07:06

I see :)

Thanks

[superg1] 19/4/2018 07:05

I mention the amazing results as in the Vox interview he said they had results for rubber and polymers and presented them to the the company.

Then you guys say in the Doc interview he talks of amazing results 2 + 2 etc.

[ellissj] 19/4/2018 06:46

I think your premise is correct re supefg, in that the tyre manufacturer must be very excited by finding a graphene additive that works ! I did not know that carbon black forms part of the manufacturing process, which leads me to think nanene is a good fit in tyre production. And if merely by its presence, the process becomes more efficient, and therefore cheaper, it could mean that little actually changes during production. Hence no need for new equipment etc. If so, tyres appear a natural bedfellow for nanene and can be worked into their production relatively quickly. Once through the testing phases. It Could be massive opportunity indeed. Aimo. Glalth. Best ellis

[luckyorange] 19/4/2018 06:39

Andrews previous thoughts on the subject but suspect that he knows a lot more by now!

"Axotyl's comments on a radio 4 program got me thinking about a radio 5 live program I heard a couple of weeks ago. The claim was that vehicle tyres were a major contribution to primary micro plastics that get into the ocean. That is they create a lot of the little plastic pieces that get into the ocean food chain.

I have just found this report on it.


The report estimates that 1.5 Million Tonnes of micro plastics enter the ocean every year, and 28% of that is generated by vehicle tyres.

If you then google "can graphene reduce tyre wear" you can find this:

Which shows a number of benefits for a particular tyre:
- 6% reduction in stopping distance
- 1.5 – 1.8 times mileage
- 1.5 times better rolling resistance
- 10% decrease in weight
Which includes a very large increase in mileage and therefore reduction in wear rate. If the mileage was increased by 1.65, that could reduce the percentage micro plastics from tyres from about 28% to about 17%, so another potential significant benefit for graphene.

The question then is how well Nanene would work with tyres, both in terms of wear and the other properties. I recall some hints about tyre companies on Neill's Twitter feed, and SG1 mentions 2 companies in post 14053. Hopefully a development for the future.

Going back to my previous post on micro plastics from tyres that get into the oceans and it’s potential significance.

The related report was this one.


Before looking at that data, my thoughts were along the lines that graphene in tyres is a great idea, but the main benefit would be better premium tyres.

From the report, micro plastics from tyres generate 28% of 1.5 M tonnes of primary micro plastics that enter the oceans. So that is 420,000 tonnes of micro plastics entering the oceans from tyres.

If, and I don’t believe we can be sure yet, but if adding graphene and particularly Nanene to tyres could dramatically reduce the wear rate, then there could be significant pressure to use graphene in all tyres. That assumes that graphene really works for this application and is the best material to reduce wear rates.

In terms of volume of rubber used in tyres, the same report says 13.9M tonnes of rubber were used in 2010 of which 46% was synthetic. That is 6.4 M tonnes of synthetic rubber. If you needed 1% graphene in that, suddenly there is a demand for 64,000 tonnes of graphene. With 1,000,000 grams in a tonne, even at £1/ gram, that is a huge multi billion pound market.

Obviously loads of if, buts and maybes, and who knows if Nanene is the best graphene for this application, but clearly another potential massive market for graphene if the environmental benefits drive adoption rather than just performance benefits.

Add to that the potential to reduce the amount of plastic used in products due to increased strength by adding graphene and the overall positive environmental impact from graphene adoption appears to be significant. Understanding the impact of graphene in plastic particles and whether that can affect toxicity will clearly be an important consideration.

DYOR etc

[ellissj] 19/4/2018 06:35

What a find duncan ! Shows a considerable appetite for graphene exists in china. And when it didn't work, they came looking for it internationally. Hence as superg found out, the DTI advert for graphene producer. Looks like the chinese have kept the plan. And if you simply insert VRS name into it, looks a pretty good fit. Waiting patiently for good news. Aimo. Best ellis.

[forestfred] 19/4/2018 05:26

Tradeyhoda
The answer is no I'm
Not a trader been here lin Vrs since early days .
If i wanted to selli could have sold many times with a excellent life changing profit .
Not everyone is a trader or shorter on here or the other B.B. some are investors some people bought Apple arm holdings years ago as investors .

I feel this could be a amazing share they do happen I sure we can agree on that .

I like the bbs it's been a sense of community from the early days that's why I'm about often as many people have also been on the B.B. s with vrs .

I don't post to play gameslike some on these B.B. s
I have been about on the same journey as other investors hoping to share news and thoughts to the Vrs community quite a loyal bunch as you have said yourself .

I'm not sure given your strategy you will appreciate this but if nothing else i hope you at least understand this .
atb ff
Everybody to their own
I wish you good luck in yours.