Versarien Share Discussion Threads

[hastings] 08/5/2017 20:53

Hi John I'm in Histon, yourself?

[bones] 08/5/2017 20:45

Thoroughly enjoyed the visit and particularly the tour of the labs by the ludicrously gifted chemistry lad!Amazing ideas being worked on by the research team which is backed by millions in grants and sponsorship as well as University funding. They work on a lot more than just graphene but VRS potentially can benefit with their general patents licensed from the Uni.It seems graphene is but one product of the techniques, there are 2,000 other materials being worked on or researched. Did I hear that right?Amongst many things, we were shown a 3D printed shoe with a pressure sensor in the heel amongst many other prototypes or experimental creations. There were bendy strips that light up on response to sound and million pound microscopes that examine each individual graphene flake seeking to create uniformity.I am not qualified to understand how much this could benefit VRS directly in time but the pool of potential that the purchase of CGL has secured is staggering. Presumably a similar situation exists via UOM/2DTech?Also good to meet some people and Atoxyl in particular. Shame the weather prevented an airborne arrival but at least I can say I did the entire M25 this last two days!

[john henry] 08/5/2017 20:35

Hastings where abouts in Cambridge do you reside.

[john henry] 08/5/2017 20:33

Thank you for all the feedback, much appreciated.

[hastings] 08/5/2017 18:33

I would also like to thank the posters Superg1 etal, greatly appreciated.Although on my doorstep I was unable to attend as I was returning from a few days away on the South Coast.Certainly ties in with what I saw and heard a couple of months back though.I finally have my coverage in the June edition of Cambridge Business Mag so that can hopefully add in something to complement the other posters.

[spike_1] 08/5/2017 18:08

well said and seconded by me also!

Thank you gentlemen!
Scruts: I never cease to be impressed by your elequence and turn of phrase!

Just so sorry I couldn't make it today (snowed under with stuff relating to a CPO I'm involved with ;0(

Best wishes - Mike

[scrutable] 08/5/2017 17:52

superg, phoenix and shavian. It's incredible that you got Cambridge and back and yet had time to post so soon. Your reports all suggest you could today discern the signs of Spring. Lots of very tiny shoots, from which it was difficult to identify the plant or the size of the crop, but lots of them today, Was it not?. Very encouraging. The harbingers of a full season to come.

And so informative. Quite unlike the average RNs from the likes of NANO,IEH, EMH, ITM,etc,which regularly disclose so little of use to shareholders trying to assess the quality and extent of future performance.

Particularly helpful were superg's comments:

"the company is run off it's feet but they don't want to staff up for anticipation of orders"

"possible events in Japan, Singapore, South Korea, California and elsewhere on the schedule. Something like 12 or so events pending".

" 5 or 6 NDAs. 7 were on the list and just a sample of a larger number"
".Just totted up 3 of those re market cap and it's over $400 billion".

" Of the 7 2 for packaging, 2 Aerospace, 1 very large one graphene in general, 1 for copper foam and graphene, 1 automotive related. Most of those if not all came about in the last few months....near all approaches from those companies".

"it was Professor Ferrari who made the comments about the quality of the graphene being produced by VRS/Cambridge Graphene"

" a company that believes in achieving capital growth and not screwing the shareholder. I think that this a real gem".

By and large, and most valuable, and so rare, all of you revealed confidence in the quality and integrity of the management.

Thank you all.

[superg1] 08/5/2017 15:51

To cover some of what Scrut asked.

Yes repeat orders mainly samples continuing and main recent order is still live for potential futher orders.

Quite clearly the company is run off it's feet but they don't want to staff up for anticipation of orders. They would rather stay lean and work hard to generate the interest that would justify the staff etc.

Berlin event in days and possible events in Japan, Singapore, South Korea, California and elsewhere on the schedule. Something like 12 or so events pending.

Carbide

Some new business there including Aerospace. Aerospace timeline for order would be towards the year end. Another order sector which can't be expanded on took the first order recently.

[superg1] 08/5/2017 15:43

just a bit to add as I'm still here. Carbide has seen an improvement too and costs materially reduced. Also mentioned that they would hope the thermal side would move towards break even too over the next year. That excludes NDAs converting.

I said 5 or 6 NDAs. 7 were on the list and just a sample of a larger number.

Of the 7 2 for packaging, 2 Aerospace, 1 very large one graphene in general, 1 for copper foam and graphene, 1 automotive related. Most of those if not all came about in the last few months. As said before near all approaches from those companies.

[phoenixs] 08/5/2017 14:27

Festario, I do not believe that you will be disappointed. It may yet take some weeks/months but they will get there IMHO.

[phoenixs] 08/5/2017 14:25

Shavian, their cost of manufacture is such that they feel that as the market develops and the quantities demanded and produced increase, they will be able to produce competitively. The key to everything that they said was that the quality of what VRS produce is as good as if not better than anyone out there at present. That is not to say that that will always be the case but given where they are now and also that they are not sitting on their backsides waiting for the competition to catch up, VRS are in prime position. BTW, it was Professor Ferrari who made the comments about the quality of the graphene being produced by VRS/Cambridge Graphene.

[festario] 08/5/2017 14:22

Another 20k for me.

[phoenixs] 08/5/2017 14:19

just to add, at long last a company that believes in achieving capital growth and not screwing the shareholder. I think that this a real gem.

[shavian] 08/5/2017 14:18

Gadzooks! What is the likely price for a litre bottle of graphene ink?

[phoenixs] 08/5/2017 14:13

Just got back from Cambridge, Quite frankly I am blown away by what I saw. What they have already produced in the way of samples for those companies which make and sell products for the consumer is truly amazing. Composites using graphene, graphene inks for numerous purposes which could all be life changing in the way that they can be applied to every day uses in what the consumer buys and uses.Wow!!
Yet the VRS themselves remain extremely conservative in the way that they put it out there. Nothing is achieved until they receive orders. It is all very well to have enquiries but unless and until those enquiries are converted into orders the enquiries are worthless. Superg1 has already written a lot about the meeting which I just wish to confirm, support and endorse.
If VRS do not become a much larger entity, I will certainly eat my hat. Low cash burn at present and looking to be in a break even position soon. Just one hit from one of the companies that are interested will set VRS on the way and I believe that we will not have to wait a long time.

[astralvision] 08/5/2017 14:13

Some fascinating insights, thank you sg.

[superg1] 08/5/2017 13:31

Just totted up 3 of those re market cap and it's over $400 billion. So you can see there are some big names involved.

Just NDAs of course but NDAs as explained to me pre event are often about a company having a problem and need a fix, or new tech etc and the approach is for options the new product or fix hence the NDA.

One of the names at least was to do with copper foam as well as graphene.

[superg1] 08/5/2017 13:21

NDAs

I did ask an NDA question prior to the presentation.

In the presentation the CEO states it is not a desire for them to just pump out news re NDA this, NDA that. But that any one of the NDAs if transformed into a deal as a single event could transform things.

On the back of that a list of about 5 or 6 recent NDA names were shown stating they were a fraction of the number of NDAs they are involved in.

From AIM experience I've seen much hype on many shares if just one gets mentioned with the hope hanging in it.

There were some very big very names on the recent NDAs list. I'd be more than happy with just 1 or 2 of those names.

The VRS slant is NDAs are worthless unless they turn into something but it was also clear that most of them came to VRS not VRS chasing them. The task is to work on what each customer wants and convert them into deals and the like.

Similar interest post Mexico visit which was aerospace based.

[superg1] 08/5/2017 13:09

I made it to Cambridge at short notice.

Interesting aspects I didn't think of. EG The battery room with button cell batteries in a small pile. Graphene ink/silicon button batteries was the explanation for those. Stress sensor interesting too.

Prof Ferrari talked that for a modest investment his calculation would be 100,000 litres per year of ink. He called it the best graphene ink he is aware of worldwide. He would hope that as they progress to increase conductive aspects 10 fold.

[shavian] 08/5/2017 12:23

Sadly I'm no relation of GBS, despite a shared surname. Shavian was a nickname once coined by an unusually erudite RAF colleague back in the early bronze age of British aviation.

[scrutable] 08/5/2017 11:15

Shavian

Were you born in Ayot St Lawrence? In 1948, a young undergraduate in a production of Mrs Warren's Profession we invited the old boy, your namesake, possibly your inspiration , to the first night and received the terse but immortal reply on one of his famous postcards "Thank you. I know the play!.

As for Versarien being synonymous with adventure, I can recommend PRSM too for a wild ride into the future. Adrenalin, particularly when fuelling a scientific journey is a great antidote to falling asleep - particularly The Big Sleep.

I look forward to the fruits of greater erudition from all those returning from Cambridge today. Have fun all of you.

[axotyl] 08/5/2017 09:13

I'm planning to arrive Cambridge Station at 1303 from Kings X. If anyone coincides, my mobile is 07866 765056...share a taxi?

[shavian] 08/5/2017 06:47

SCRUTABLE: I stand in awe of someone even older than me with the balls to invest in a company as adventurous as Versarien - I had assumed I was the Daddy! :0)

To all those heading for Cambridge this morning - have a great time. I'll see you at the next one.

[clive205] 08/5/2017 06:18

Thanks for the info on parking - will be at the 10am session this morning assuming I can get down the A14 in time :-(