Versarien Share Discussion Threads

[phoenixs] 13/4/2017 09:45

I am not sure whether the investors day needs to be mentioned. No material affect on share price etc etc.

[superg1] 13/4/2017 09:40

Phoenixs

I understand they are possibly overwhelmed with interest and that's why I go on about he need for adding material staff to the tan being built on sales. When I say being built it's generally sideways moves such is the nature of acquiring existing businesses.

I'm getting curious about the lack of an RNS re the Cambridge investor day.

There will have to be one and wonder if there is more to add into it hence the delay in the release of news, the event was listed on their website yesterday.

[phoenixs] 13/4/2017 09:07

superg, It is crazy but one can go and on about the discrepancies in valuations. There are companies which are losing money and have unbelievable valuations based on some futuristic wishlist. Dare I say that one of them you, I and other investors here are shareholders in but at least now that is being put to right albeit painfully slowly.
Going back to topic, the key for VRS is to follow through on their technology, acquisitions, trade fairs and investor fairs with orders and contracts one or two of which can be RNSed. That will make potential investors and fundmanagers stand up and take notice of the potential there is in VRS,
Also, it is not just about having a growing business but also about perception and having really good PR to put out into the news the successes which I believe will come shortly.

[superg1] 13/4/2017 07:25

Off topic

The market is strange.

Just looked at 2 companies this morning, not interested in them I just go through news.

One has revenue of around £250 mill 25% growth over the last 4 years and £12 mill profit. M/C for that one £562 mill.

The other £617 mill revenue 50% growth in revenue last 4 years £15 mill profit M/C £92 mill.

The market is nuts.

[superg1] 12/4/2017 18:19

The event in Spain. CEO there. Only 6 from the UK

Official Reception | In Government of Navarra´s premises

The Government of Navarra and the British Embassy will receive the UK companies and present the interest of commercial and project collaboration between both territories.

Ms Uxue Barkos | President of the Government of Navarre
Mr Simon Manley CMG | British Ambassador in Spain
Mr Simon Edmonds | Director of materials and manufacturing at Innovate UK



Versarien

We utilise proprietary materials technology to create innovative engineering solutions that are capable of having game-changing impact in a broad variety of industry sectors.

Founded in 2011, we have continued to develop advanced materials and processes to satisfy customer-specific applications whilst expanding our portfolio of intellectual property through acquisition. 2-dtech Ltd. and Cambridge graphene Ltd. are leading graphene development and manufacturing companies borne of two great universities and still based on the campus of both Universoty of Manchester and University of Cambridge.

Our product offerings are capable of having a game-changing impact in a broad variety of industry sectors through our five subsidiary companies.


AREAS OF ACTIVITY

Nanotechnology
Advanced Materials
Advanced Manufacturing
Final aim of the product/service/project offered/requested

Longer use of materials
Longer preservation
Reduction of chemicals usage
Enhanced reliability

INDUSTRIAL SECTOR PRIORITY

Automotive and mechatronics
Renewable energy
Health
Construction
Functional print

MEETINGS INTEREST

Commercial
Academic, R&D collaboration
Collaborative projects

[superg1] 12/4/2017 18:12

What's is the Mexico event all about, they aren't exhibiting. It's an Aerospace event Boeing, Airbus etc and unusual for VRS to go there . They can't be going there for the fun of it.

[superg1] 12/4/2017 18:06

Perhaps the investor day will be news tomorrow. It has to be news at some point for folk to register as was the case on the AAC open day.

[rogerbridge] 12/4/2017 16:54

Nokia going I see.

[superg1] 12/4/2017 12:35

I see there is another Cambridge event involving big companies listing going up on the 27th May



I note in that one the tours are batches of 12.

Must be an rns to come from VRS re the investor day, perhaps today.

[superg1] 12/4/2017 12:06

They look busy over the next few months

24 April 2017 Feria Aeroespacial México (FAMEX) 2017
8 May 2017 Investor day at Cambridge Graphene Centre
10 May 2017 The IDTechEx Show 2017
11 May 2017 Engineering Materials Live
12 June 2017 CDT Summer Conference – Cambridge Graphene Centre
15 June 2017 Nanotech and Advanced Materials Spain
21 June 2017 Graphene Industry Showcase
18 October 2017 Engineering Design Show 2017
15 November 2017 IDTechEx California

[superg1] 12/4/2017 11:54

ooooops

should there be an rns re that check your diaries

8 May 2017 Investor day at Cambridge Graphene Centre

[superg1] 12/4/2017 11:52

bod

That's a good point as 99& of the claims of being a graphene producer are false as it isn't graphene and doesn't work so you can imagine with all that junk out there and folk fallen for it and buying it that they assume it doesn't work.

It's a significant factor in why VRS called theirs Nanene and had it tested to separate themselves from untested unproven non graphene junk.

So the cycle of sales will start with data proving they have graphene which is proven to work with certification to go with it.

If I go on many graphene supplier sites, I can't even find out what I'm buying let alone get proof of performance. Often it's a blind buy and I'd only find out exactly what it is if I got it tested.

The cream will float to the top as time passes.

[axotyl] 12/4/2017 11:42

As an antidote to the Daily Mail, try:



(originally mentioned in superg1's Oct'16 post)

[superg1] 12/4/2017 11:31

BTW

Knowing the ins an outs of what particular Gnps do and don't do depending on their thickness and lateral size is of little interest to a fund or analyst when considering VRS.

It is however important when considering the lack of knowledge when some say X and Y can do GNPs and under 10 layer.

The fact is even at under 10 layer it isn't that simplE. Then for me bit throws some serious doubt on some that have been around while and have yet to advertise how their GNPs in test improve composites and other materials. Especially now I've found test data in epoxy resins and thermal for one of them. When I look on their website and data sheets I can find no reference to the test data just GNPs for sale with multi-later and sub 10 layer, although one sales route has them higher than 10 layer.

I read that particulate companies GNPs were rumoured not to work that well and the evidence in tests tends to confirm that.

I'll mention who they are at some point once I've spent a bit further time digging to ensure data on performance isn't on their site.

For me it also highlights the reason why VRS went for its data first to see if their GNPs worked in composites because the poor results come from a prominent producer.

It makes it a much easier sell for VRS to have verified data, as I imagine a few may have trialled certain GNPs and not been impressed if the results were anything like what I can see in a report.

[bobd29] 12/4/2017 11:27

The future is graphene BUT as an investor it is the sales won that really matter. Graphene has been the wonder material for nearly 10 years so high time it was fully commercialised imo. Hopefully that will be soon and VRS will lead the way, still hoping for 50p share price this year.

[superg1] 12/4/2017 10:35

Rubber

I need to get reading on that now as the UOM guy Robert Young seems to talk of 400-500% increases with graphene but I have no idea in what aspect yet.

I'll stick that one in the to do pile it looked a bit long.

[superg1] 12/4/2017 10:32

I'll keep waffling on then.

I just re-read the head Graphene Tennis racket report and a separate report that calls anything over 10 layer Graphite nano platelets.

The Head racket.

Some researchers carved the racket up and went through it piece by piece. The only place they could find GNPs was in the neck of the racket or throat as some call it where it joins the head.

The Gnps were about 25 layers each so not graphene nano platelets, the supplier is known.

As those improve tensile modulus (elasticity) not strength I'm assuming that's what were after for that part of the racket which is sort of logical but in theory the racket will be weaker at that point now but perhaps to acceptable level where it won't break under the standard stresses the rackets face.

[shavian] 12/4/2017 10:31

Just shows how dim most financial journalists are. At least he quoted James Baker of NGI as a source. And the fund tipsters have failed to clock that funds like Miton and Herald are far better ways of accessing graphene than the generalist OEICs they are tipping. BUt what do they know about Investment Trusts?

[scanjet17] 12/4/2017 10:28

....and also invest in QinetiQ too

[axotyl] 12/4/2017 10:27

Mail codswallop: Chinese start-up Moxi Group last year launched a smartphone made with graphene that can be worn on the wrist like a bracelet.

Must get one...

[rogerbridge] 12/4/2017 10:23

They need to invest in VRS!!!

[astralvision] 12/4/2017 09:58

This link?

[rovi70] 12/4/2017 09:56

GRAPHENE in the Mail again

[rogerbridge] 12/4/2017 09:40

I wonder about the companies that have purchased GNP's from some suppliers and have been dissapointed with the result and may think graphene is overblown and not for them.
Until we have standards in place and the media understand the differences, there are going to be a lot of dissapointed companies out there.

[superg1] 12/4/2017 09:32

Some theories coming from good sources as to why multi-layer GNPs see big drops in strength for composites.

Point 1 is that the lateral size of a GNP provides an individual surface area sufficient enough to bond with the composite whereas small lateral sizes don't but add other gains.

On multi-layer, this is the theory and it seems a good one. It's not the composite that fails but you now have billions of particles in the composites in multilayer stacks which themselves don't bond well between their layers when they are at multi-layer levels and more chance of weak points.

The presence of the multi-layer are obviously weaker than the original composite itself so in Utlimate Tensile strength tests the higher you go in layer levels the weaker the composite becomes and far weaker than if you didn't add any in the first place.

Under 10 layer (not in all cases) does the opposite and improves the UTS for a composite.

Also in the data I saw increasing the under 10 layer above certain percentage levels in weight it starts to see a reverse of the gains. around 2% in tests seems to be the optimum level of the data I looked at.

So for those interested all the waffling on may help some understand why under 10 layer is important and also lateral size.

It has certainly helped me and I've found some important data on competitors along the way. One in particular that I'm not impressed with. The tests were carried out by others.