Versarien Share Discussion Threads

[superg1] 11/4/2017 09:31

BTW

I find some documents on the web which look like very good information and some which look highly important to the likes of VRS and research for 1 or 2 experts and I task to look at them.

They are the sort of documents that only get the occasional hit. One such find is on a certain companies GNP performance in composites but it's not by them so they may not know it's publicly available. I'm not always sure that such documents are supposed to be publicly available.

I have passed 2 this week to VRS both of which are Imo important and one in terms of competitors they'd have been delighted to receive. Two of the best I have found to date.

So from time to time I comment on what I find but don't post the web link or article.

In the past on other shares where I have found similar documents within a short time I have found access has been blocked probably due to the originators realising it's on the web due to the sudden rise of hits.

No amount of goading by the balcony will encourage me to post such links.

[superg1] 11/4/2017 08:08

Bruce

Btw as forecast it seems the price of iodine is starting it's move.

[superg1] 11/4/2017 08:07

BTW

On the topic of checking out what others say. I haven't been doing that intentionally but just going through data sheets and seeing large variations in lateral sizes. Also reading science papers detailing the the variation in performance in that regard.

Dr Andrew D raised that point and sure enough it's not only highly relevant but critical to the end use performance when talking GNPs so he seems to be spot on there and it has been a very welcome point raised.

I will seek to define that further from science papers once I get the chance to go through them. But the basics are small lateral sizes help with one aspect and larger lateral size bond better so improve the GNPs bonding to materials which them gives the performance gain. So without reading deeply (as yet) the indication is you need a mix of Gnps are GNPs with the lateral mix within them.

As said so far of two synthetic versions found the upper scale of lateral size doesn't even hit the lower scale of the top down from graphite method.

[superg1] 11/4/2017 07:49

Good point Shavian been busy on filter. No research admitted, no idea who AGM are which happens to be graphene and just tries to belittle what some including experts in their sector say which is relative to this company.

I did warn VRS this website is full of some strange folk.

[superg1] 11/4/2017 07:33

SN

It's AGM and AGM have it in their reports in the small print.

EG same old same old in their interims today. The rumour was they can't get it working and rumours are no use. So reports are.

Todays news

'The Group has not yet demonstrated its technology at either nameplate production capacity or increased capacities and is planning to further scale up its production processes.'

That's the same risk warning they out in the last 3 years of annual reports

And as I said what was the point of increasing capacity to 1.5 and 1.6 tonnes when they are not past gram sales and gram capability. The point was to justify what they have spent money on. On float they said they'd use the money to expand to 8 tonnes.

£44m market cap and all they have is unproven failing to produce technology and a barrow load of hype.



I said sales would be poor and sure enough sales form a staff bank of 42 are £53k for the period.

Look at the hype

'work is underway to further increase our capacity over the coming months.'

Why they have 1.6 tonnes capacity and sell grams. The 2 week run news equated to less than .5 gram per hour capability.

VRS do 100 grams per day and will scale up when demand or sales determine they need to to drop lead times and they don't have a graphene staff wage bill of £3m to £3.5 mill

[luckyorange] 11/4/2017 07:31

It's the sn agenda Shavian, to disrupt and be dismissive about the company and the ceo, probably a trading strategy and very sad but some will do anything to make a shilling!

[shavian] 11/4/2017 07:09

Come on Chaps, please stop all this point-scoring and cheap sniping. You are lowering the tone of this high-quality board.

[luckyorange] 11/4/2017 07:02

You are right sn,you are far too clever to mix with the hoi polloi. I don't know why you bother really, it must be very frustrating trying to educate people when you know everything about everything.

[supernumerary] 10/4/2017 23:45

sandbag - for once you're right - I didn't. So why did you feel the need to reassure me about this thing we agree I never said? More straw men...

'methinks' - not a signifier of a good education, whatever you might (me)think. But I'm sure you found it useful in your English Comprehension exam! ;¬)

[dr andrewd] 10/4/2017 23:41

AFM methods. I don't know that much about them. It may well be they are a new method applied to a new material to determine the number of layers and statistical inaccuracies are possible and maybe probable. Not my area of expertise.

What I do know is that for many many years material samples have been taken and tested to find their stiffness and strength, and whilst there will be some variation in the results, the methods are simple and well understood, so the end result, a stronger and stiffer material, should be representative of reality with a high degree of certainty.

[sandbag] 10/4/2017 23:09

SN,
You did not say DrAndrewD (That's a D not a B) was anything other than what he claimed.
I am not saying that because he is what he claims to be, sg has no need to apologise to timbo, who is more than what he advertises.

Please don't read into my post something I have not written.
The more I read posts on Bulletin Boards the more I regret that schools only teach English Language and English Literature nowadays. What happened to English Comprehension?

Time to log off methinks.
Good night.

[festario] 10/4/2017 23:09

Who's Yorkie Sandbag?

[supernumerary] 10/4/2017 22:46

sandbag - you guys are fond of setting up strawmen and then demolishing them. Did I ever say DrAB was anything other than what he claimed? Or are you just saying that because he is what he claims to be, sg has no need to apologise to timbo, who is more than what he advertises?

DrAB - I hope you're grateful to sandbag for defending your competence and integrity ;¬) I'm sure the statement was independently verified. Did anybody verify the independent verifiers? After sg's paper about the limits of AFM I'm beginning to wonder if one can trust anybody... Quis custodiet etc

sg - Prieto say their foam is 2% copper. What's versarien's? Keep searching - it's your time, not mine - but I hope your mandarin is good - I've not found Google translate very reliable with non-Latin languages. Sorry but I can't respond to all the rest - mostly it seems to be more strawmen - I've got a life that doesn't involve advfn boards.

Anyway, a bit of light relief. Apparently McLaren are going to be 3D printing parts at the trackside. Given poor old Alonso has retired early in his last 3 races because of mechanical failures, I hope they've got a big bucket of (VRS) graphene in the printer hopper!

[cyberbub] 10/4/2017 22:44

Dr Dre is quite authoritative I believe... he's certainly business-savvy and very wealthy anyway!

[sandbag] 10/4/2017 22:37

Do you know Yorkie, I don't think I checked very much on Dr Khalev. One lives and learns ;-)

[festario] 10/4/2017 22:32

Not like Professor Green then?What about Dr Khalev though Sandbag? Hmm?

[sandbag] 10/4/2017 22:11

SN,
Just so that you know.
In these days when rappers and dj's call themselves "professor", "doctor", etc, please be assured that Dr AndrewD is a genuine Doctor with a PhD from the University of Leeds. Just saying like!

[superg1] 10/4/2017 21:56

Same here Dr Andrew I'm up to about 50 products across a dozen companies so far. Two lots are synthetic one of which appears withdrawn. Based on lateral sizes synthetic versions look like a product that is going to struggle.

[dr andrewd] 10/4/2017 21:49

SN with regard to:

"DrAB - there's not much there that's of use to decide between vrs product and any other. Probably not wise to take company statements at face value (which is not a remark that's specifically aimed at vrs) so while it's clear that graphene seems to improve most composites it's added to in most germane respects, there's little that's independent to indicate that vrs has a significant lead."

The "company statement" which I think you are referring to is independently verified by the National Graphene Institute, in fact the presentation on the VRS website was based on NGI data which I have had sight of, so in this case I am definitely not taking the company statement at face value and the evidence that backs it up appears to be based on rigorous testing. Neill has often stated he won't make statements about their graphene without evidence to back up the claims. In my opinion, this puts VRS ahead of most of the competition particularly as they are not afraid to have their claims independently validated.

The next step is to find the best data out there and see how VRS compares. So far I haven't found anything better, but will keep looking.

[superg1] 10/4/2017 21:00

So the short version.

Sn can't see the market having sone little or no research, Goldman sacks on the other hand see a revolution on the way if you have access to their 95 page restricted circular in which they mention the Cambridge breakthrough.

Then that other document I have found which was out in ferry mentions Cambridge ink too.

Neither document Goldmans sachs or that one lists Versarien but picks up on the Cambridge ink breakthrough. Goldmans listed every UK listed company involved in graphene ,AGM, Hayd, Graphene nano Directa etc etc but Not Versarien yet some try to tell me that Versarien is well know for graphene.

So some in the city have started to pick up on VRS but typically the city imo understand very little about what they invest in.

So add it all up and it's a hell of a lot more than AGM have yet the MC is £12.5 mill shy of the AGM one.

Having looked at synthetic data sheets today and now understanding the importance of lateral size I'm wondering is synthetic has a reduced market.

So based on the prospects an share price a lot higher than now, multiples of it.

[brucie5] 10/4/2017 20:10

Thanks, but my question was really about the prospects for VRS. Like countless others, I have extensive experience of 'story' stocks with highly disruptive technologies and ultimately disastrous business plans. What's so different about this one?

[brucie5] 10/4/2017 17:49

PS. I realise you're still bullish on IOF and may prove to be right, but thus far...

[brucie5] 10/4/2017 17:43

superg, what is your share price target here and over what timeframe. And without intending to be mischievous, let alone discourteous, might I ask how do you know that in your assiduous and generous research on this bb., you have not made similar cognitive or analytical errors to those evident in your reading (up to now) of the situation at IOF.

Thanks,

B5