Versarien Share Discussion Threads

[superg1] 07/4/2017 16:08

ax

Just list them on here and ask. Even Richard Branson hasn't the slightest clue.

I did suggest to Versarien that they should have a basic Q and A page on their website about graphene and hope they have the time to do that one day. Right now such things don't make money so it will be at the back of the queue

[axotyl] 07/4/2017 15:54

Having spent the afternoon following VRS (and others) on Level 2, is there any part of the ADVFN Bulletin Boards that I can use to get answers to some basic trading questions (i.e. not necessarily VRS-related?

I didn't want to clog up this thread with beginners' questions.

And, serious question, did Bill Gates' interest in graphene condoms die a natural death?



Sounds an ideal application, taking into account graphene's unique capabilities....

[skylite] 07/4/2017 15:49

Something in the Times today Sg out of University of Dublin on labelling, did you catch it?

[superg1] 07/4/2017 15:21

I was looking for short on AGM and couldn't find one as were one or 2 others. The rise was purely down to tight stock and blind buying by folk looking for a graphene company post BBC news. AGM has the protection of unusual backers in stock market terms so I wonder where the next fund raise will come from in support

Completely nuts as graphene membrane desalination hasn't left the lab yet in that case but obviously someone like Lockheed may have paid attention as they have a huge interest there.

I'm more interested in what went so well at Hipernano yesterday (CEOs twitter comment) with some interesting names there like Williams and Qinectiq.

Thanks for the list I'm working through some and have dozens to work through.

[billbyrne] 07/4/2017 13:43

Superg1

Came across this list if it helps. You probably have them all but thought I'd post in case you haven't.

[superg1] 07/4/2017 13:38

I love this tweet it's right up my street

Stephen Fear‏Verified account @FearStephen Apr 5
More
#Entrepreneurs Never listen to negative moaners who say it can't be done. Hang out with #Positive #Winners who say YES IT CAN.

I hate negativity, it's breeds failure and lost count of the times I've nailed something when a throng of useless moaners said it couldn't be done.

So much time is lost with folk moaning about sorting something when it's far quicker and far more beneficial just to do it. Some seem to thrive on negativity and seek out others of a like mind.

Most of the problems in any business and organisation is the quite simple task of just making a decision.

Get positive driven good decisions makers together and the world moves a lot quicker for the better imo. Fear of failure is a curse too as these negative lot never try anything on the back of it so achieve nothing at all.

[1savvyinvestor] 07/4/2017 13:31

AGM big fall today

[superg1] 07/4/2017 13:29

I hope it works well for you Brucie.

The fact is (I know I keep going on) the market seems to want graphene otherwise so many wouldn't be chasing few and single layer which is the stuff that carries the full spectrum of gains.

It can't be that a whole list of multi billion companies are looking at it now with interest.

They haven't been doing the research and tests it's the small companies that have. The beauty of what VRS have taken out of Universities is that the R and D is done and on both counts (GNPS and Ink) virtually ready to go. Normally the Aims do all the R and D which takes many years and millions.

The VRS inclusion in the Uni tech is to convert the developed products into business sales not a long stream of tests and further research draining cash.

If the big guys want in they are years behind the curve.

Nuts really when looking at the graphene ink that VRS picked it up so cheaply, BUT the Unis want support and to get support they need the enthusiastic and capable small players who will listen and act.

It's not just about the acquisition price as Nigel Wray said if you don't have the right team no matter how good the product is it won't go anywhere.

All the IOF guys know that with the Interim twits that came in and screwed up a great plan (not dead but been in the repair shop for a while)

[brucie5] 07/4/2017 12:37

Topped up on the retrace. Base holding in from 22. Thanks to superg1 for his superlative coverage of this exciting situation.

[superg1] 07/4/2017 10:58

Ouch

In the data hunt and recording I just noted one in the US. The GNPs look genuine and the price tends to suggest that.

Trouble is the largest order listed of few layer and under 10 layer comes in as 500mg.

For 500mg you can get few layer for $625 or $1250 per gram.

For what looks like 5 layer plus it's $400 per 500mg or $800 per gram.

If you want to go low they do it on few layer 25mg for $50.

So that gives you some idea of what real GNPs cost from some and how little some can do.

That's the sort of data VRS can see.

EDIT

I've found another date sheet which does up to 1 gram at $510 and $800 per gram. But then they have other Gnps which look like over 10 layer around $100 per gram.

It shows how the price drops when you go up in layers.

[superg1] 07/4/2017 10:04

Not a dig at AGM but a WTF re a data sheet.

Anyone shed any light on this one, what are all the stars about it gives no detail on sizes just stars which could be few layer as 3 star or it could be multi or hundreds of layers for 3 stars. ???

[axotyl] 07/4/2017 09:59

To follow on from a previous post above, ADVFN do have a special offer for private investors on Level 2 data - give them a call for further details.

[superg1] 07/4/2017 09:43

BTW

If I go quiet it's because I'm on a trek to list as much detail on all companies I can see data for.

It's for a specific purpose and I need to crack on with it.

[superg1] 07/4/2017 09:13

BTW

I gave a hint yesterday and it was in twitter photo after some digging I think VRS will be the first in the market to achieve something else too.

You guys should DYOR VRS didn't even know it was there until I told them.

[superg1] 07/4/2017 09:08

Just explaining the last one re scalar.

If you have research levels prices of £400 per gram and bulk at £125 as demonstrated up to 1 kg why bother on a price war when others are at the same price can't do few layer commercially and the demand is there.

The demand is as yet untested by VRS so until that is done why cut prices. Then if you cut prices early you may risk buyers thinking it must be junk as the junk stuff out there is cheap.

So if you did 1kg in small amounts for research it's like 3-4 kgs of bulk and comes out around £400k.

On the flip side if you could do 40 kgs on bulk orders at £50 per gram that's £2 mill. £25 per gram £1 mill etc.

So until you go through the process of sales and pursuing high prices to start (as that is what the market is paying) you won't know what your market is.

VRS have the advantage of having few layer and all the data to prove it works so it makes the sale easier in the trust area.

They opened the sales office in the last 2 weeks so that road has just begun.

Now take a comment elsewhere on another graphene player by a poster where they said it doesn't matter if costs are £1000 per gram for their company as high prices are paid for graphene.

We don't know the costs of many but if any have high costs and can't sort that quickly they are screwed they will have no sales as companies like VRS will walk straight over them.

That's what many don't seem to get. VRS have clearly stated it in news they can do bulk high quality and cost effectively. Staff numbers to do what they do are very low.

[superg1] 07/4/2017 08:54

re

there’s the risk that management won’t be able to commercialise its graphene product entirely and the company may run out of cash.

If you chat to them they said they had the cash to run 22 months pre fund raise, but it was the need for equipment due to the enquiries on ink and Gnps that they did a raise.

The raise was £500k over what they forecast to meet investor interest.

VRS are very tight on cash. So it's now the 22 months plus £500k in theory.

AAC will be profit making with revenue of around £4.25 to £5 mill pa going by comments and as we know Carbide is starting to see some signs of a turn so it wouldn't be long before that is break even or profit making too.

Carbide did move with costs and their are acquisition costs to add for this year.

The Motley folk won't have a clue re the GNPs and the opex and that's what matters in sales customer desired prices v the cost to price and supply them. If you have a big scalar in that regard then it becomes a choice.

If they sold Macs at £500 each then it would kill off the computer market but Macs are expensive due to their build and part costs.

So in some ways quite amusing watching some fight with BS and others with a sabre in hand which they could swing at any time.

[axotyl] 07/4/2017 08:01

Not sure whether 'trump card' has changed its meaning recently? :)

There's a minor article (inaccurate as well - published 2 days ago - 10% rise in VRS?) being used by Motley Fool as bait to one of their tips (doesn't exist btw) see here:



extract: With such an enormous addressable market emerging, it’s clear how much potential Versarien has. That said, the company does come with its own set of risks. Like all early stage businesses, there’s the risk that management won’t be able to commercialise its graphene product entirely and the company may run out of cash.

Overall, after recent developments, the outlook might look as if it’s improving, but the company still has a huge amount of work to do before it can be considered to be an attractive growth stock.

[superg1] 07/4/2017 07:40

I hope they took the opportunity at the Hipernano event talk to the majors there and show then they have viable commercial cost effective production.

It's becoming obvious that the ball has started to roll re that but most still think viable commercial levels of real graphene isn't available yet but it is.

It's a shame VRS can't be more up front with that but that's business for you, while they are at the top of the game with few real graphene challengers there is a high end market to exploit. The watching people fall off chairs option is a trump card with no need to play it yet.

[superg1] 07/4/2017 07:26

Yes that would be the first type if move to lightweight all the plastic inside but Airbus are well on the way with helicopters having launched one.



It seems logical that if they can add strength in the composites to lose further weight it's a no brainer.

After all VRS do have the ex Airbus MD on the board and are in collaboration with CT who are a tier 1 Airbus supplier.

[skylite] 06/4/2017 21:06

I've got a meeting with a company in N Ireland who make seats for the major aircraft makers; maybe I'll ask if they're thinking if adding grapheme to those seats :-)

[superg1] 06/4/2017 19:24

Hmmmm

I assume the day went well for Versarien at the Hipernano event

Neill Ricketts‏ @neillricketts 1h1 hour ago

Most days @versarien are incredible, today was just in another league #smashedit #hipernano2017 #graphene #2dmaterials #fantastic

I know he is not one to hype things up but he's clearly pleased about something.

[superg1] 06/4/2017 19:20

I'm glad the Telegraph have put Richard Branson comment to bed making aircraft out of graphene when it's graphene pr gnps in composites that will help.



The UOM guy in the article is the guy in the VRS video when they did the presentation to funds.

Of course with the critical parts of a plane they will be years off but not so much on the light-weighting on the inside non critical parts.

[superg1] 06/4/2017 16:05

Well here is a hint for you on twitter.

Neill Ricketts‏ @neillricketts 26m26 minutes ago
More
Iso standard for 2d materials #Hipernano2017 @innovateuk @KTNUK_Materials

Vague, but I found it a while back.

Fest

The market is littered with claims of bulk graphene because the standards of nano are 100 nm which is 300 graphene layers. Such material is junk stats for strength gains.

Companies like AGM stand out in graphene hype as that's all they do or rather don't (I won't go there).

VRS Imo after 3 years work of digging Imo are probably the world lead on GNPs by some way.

[festario] 06/4/2017 15:36

IG, this is very true.My iPad is far superior to any device I've ever had.Let's hope we can say that about this share!

[investmentguru] 06/4/2017 15:22

Ive been telling Festario for years that he needs to get a Mac...