Versarien Share Discussion Threads

[1crackupboom] 28/6/2018 08:14

Here we go. Back to 1.40. Sell off done

[club sandwich] 28/6/2018 08:13

Sorry 'field' not 'wild'...

[club sandwich] 28/6/2018 08:12

I don't know whether 1crack is ramping or not - but we're certainly due some blockbuster RNSs at some stage in the indeterminate future: China, ISO, and maiden large order. And that's just what we're expecting - something *un*expected could come out of left wild at any time.Of course I have no way of knowing whether any of that will arrive before the results - but companies do like to make a good announcement around results time if they can for added PR value...

[1crackupboom] 28/6/2018 08:07

I'm not ramping. Just logic.

[eel tamer] 28/6/2018 07:56

I think you're right Shavian. They have a similar success rate.

[ellissj] 28/6/2018 07:56

Club. A dream coming true ! Lots of challenges to overcome, but we are positioned very well here, thx to hard graft neill and co. Aimo. Atb ellis

[spike_1] 28/6/2018 07:54

1crackup = ramping and NOT ACCEPTABLE HERE!!

Edit: I would add, I would not be at all surprised if we got a substantive RNS before the results, but that's not the same thing.

[shavian] 28/6/2018 07:50

1crackupboom: your predictions are always stated as if they were already fact. Have you been consulting Mystic Meg?

[luckyorange] 28/6/2018 07:49

What a surprise , Trump backs off! I do wonder when people will click regarding his extreme politics / business practices.

"June 27, 2018

24
WASHINGTON — The Trump administration has backed off a plan to impose aggressive new restrictions on Chinese investment in the United States, opting instead to support a congressional effort that would expand the types of foreign deals that are subject to review.

President Trump said Wednesday that he supported a bipartisan push in Congress to broaden the authority of a government body that reviews foreign investments for security threats. The legislation would give the United States power to squelch a wider variety of investments from China, including minority stakes in American firms, joint ventures, and real estate transactions near military bases or other national security facilities.

It would also allow the United States to consider risks beyond national security when rejecting transactions — for instance, whether a deal could undercut America’s dominance in a particular field, like wireless technology or artificial intelligence.

Mr. Trump said the expansion of the Committee on Foreign Investment in the United States, or Cfius, would achieve his goal of combating China’s “predatory investment practices” of buying stakes in American companies to acquire valuable technology and trade secrets."

[wuzy] 28/6/2018 07:43

Spike thanks for the insight, l have to say this is the best bb chat l have come across everyone so helpful and no slanging well apart from rainbow, cheers

[club sandwich] 28/6/2018 07:39

Elliss - that Graphene book I'm reading made a very good point. Over time graphene will become commoditised and the price will come down: but as the price comes down the number of products in which it makes sense to use graphene goes *up*, So volumes and revenue actually increase massively.Someone pinch me - this must be a dream, right? ;-)

[1crackupboom] 28/6/2018 07:39

We have a blockbuster rns between now and results to come. The big news will not be the results which will show a profit but something else but Neill had to sell early because of the results and lock out. There are hints in his tweets and those he liked. I have seen same pattern before other big RNS.

[spike_1] 28/6/2018 07:36

WUZY - welcome to the club ;0)
superg has already answered this question by putting links to Mike Brenner's excellent research articles at the very head of this thread. The first link is below, and the other two are also in the beginning of the first article.

Do find the time to quietly read and carefully digest the contents, it will give you a good insight to why you are here. And if you have time there is also a lot of info' provided from time to time on this BB.

Good luck - spike ;0)

[ellissj] 28/6/2018 07:36

The exciting thing is, just about everything can be improved, the market is unlimited. And where the disruptive gain is big enough, +nanene, inks will sell themselves. And we see this already. They come to us. Vrs opens doors. Aimo. Glalth. Best ellis

[ellissj] 28/6/2018 07:31

Lots of exciting discoveries in the labs, but it seems only vrs can produce quality graphene to proposed iso standards at scale, that can replicate these advances/benefits in the real 3D world. Hence you can see how a demand for nanene, hexotene and graphinks might arise, as these discoveries reach commercialisation. Therefore, the interest from 5/6 chinese provinces becomes easier to understand. Presently, they can churn lower grade stuff out in tonnes, but it doesn't produce much of a gain over the conventional. I.e graphene oxide versus carbon black in tyres. As per the latest justin and neill show, we are ahead of the rest. Aimo. Dyor. Best ellis

[pcjoe] 28/6/2018 07:26

End of 2016 article re e textiles - presumably using our ink - interestingly talks about collaboration with Chinese partners re commercialisation etc

[compoundup] 28/6/2018 07:22

grabster - IMO the coating of thread is a particularly significant achievement. We know graphene conducts better than copper. If this could could be overcoated with another 2D material as an insulator, then the market for low voltage low current wiring currently dependent on copper can be disrupted by this. It will depend on the amount of graphene etc. required per unit length but knowing what we do about %ages, I can see that copper could be outperformed and out-priced.

[grabster] 28/6/2018 06:57

".. developed a technique to make textile fibres conduct electricity by coating them with graphene..."

".. applying a coating to fabrics should be easy to integrate into existing clothing production. "If we simply add a step or two, the chances of this type of technology being adopted will be significantly higher than if we tell a manufacturer that they need to completely reformulate their production lines.."

From an article tweeted by Versarien subsidiary Cambridge Graphene Ltd.

[grabster] 28/6/2018 06:50

Thanks Mike.

So Grolltex's chemical vapour deposition (CVD) approach (an approach already offered by several others) does have uses - but only limited uses, nowhere near the universal range of uses for graphene produced by the exfoliation process employed by Versarien. (Is that right?)

Grolltex are boasting that they are the best - but they are talking 'best-of-breed' not 'best-in-show'. The breed in which they specialise is not universally useful.

[lovat scout] 28/6/2018 05:50

Mike - good info. Thx

[mikebrenner] 28/6/2018 03:28

Grolltex make CVD graphene and other 2d materials typically as monolayers on silicon and copper substrates ... only suitable for applications like nanoelectronics to replace / enhance silicon chips. Good luck to them but these applications are years away IMO. No impact for VRS and the core segments / applications we are focusing on with graphinks and Nanene.

[wuzy] 27/6/2018 23:36

A question for superg1, just been doing a bit of digging ....quite a few co,s into graphene what makes Vrs stand out as the best investment, not a trick question but just some research as you have already no doubt done, just trying to reinforce my actions to buy more, already my biggest holding but would like to find some comfort in your knowledge and certainty.Many many thanks, a novice in graphene.

[1crackupboom] 27/6/2018 23:33

Check some of replys Neill liked. He is basically giving heads up that everything is good and big news on way.

[luckyorange] 27/6/2018 22:56

As time has gone by I have become less interested in what other companies do because nearly every one that has been investigated on this bb has shown limitations and misinformation.

It seems that 2D Tech identified the simplest, least chemical and energy dependent very early on. Sometimes it's the simple stuff like sellotape that needs to be replicated on a low budget before the real funding begins. I would guess that 2D Tech developed on a shoestring which makes you more innovative on how to solve a problem.

As more money gets thrown at something then the experiments become more expensive and time consuming with little respect to cost. Graphene flagship , huge amount of money which some big companies are milking for R&D which they should be paying for themselves out of the profit they make which disappoints me.

My focus is on VRS and the near term, amazing where it has got to in a few years.

[wuzy] 27/6/2018 22:53

Grabster, many thanks for pointing that out about results,you live and learn;