Versarien Share Discussion Threads

[luckyorange] 24/5/2017 21:59

Tungsten, helium, indium and more. Secrets of the superelements.

Really interesting programme , worth watching



No graphene :-)

[luckyorange] 24/5/2017 20:22

Just a reminder of what they wrote, it is just an opinion based on their research but , the pace of graphene in their opinion is expected to more or less track the growth of CNT's in the past. Whether or not that will be the case I have no idea but in some ways I suspect it will move faster due to market saturation of current products.... we will see!

However, they do say and I agree (for what it's worth) that ink is on the move and on the radar of various companies (could be the reason for one company throwing out an RNS today on an ink collaboration?)

I do hope the UK drives it and not China.



The graphene market to reach over 3,800 tonnes per year in 2027 IDTechEx Research projects that the graphene market will grow to over $300m in 2027. This forecast is at the material level and does not count the value of graphene-enabled products. In many instances graphene is only an additive with low wt% value s. A continual decline in average sales prices will accompany the revenue growth, meaning that volume sales will reach over 3.8 k tpa (tonnes per annum) in 2027. Despite this, IDTechEx forecasts suggest that the industry will remain in a state of over-capacity until 2021 beyond which time new capacity will need to be installed. Furthermore, IDTechEx Research forecasts that some 90% of the market value will go to graphene platelets (vs. sheets) in 2027. The market will be segmented across many applications, reflecting the diverse properties of graphene. In general, we expect functional inks and coatings to reach the market earlier. This is a trend that we forecasted several years ago and is now observed in prototypes and small-volume applications. Indeed, IDTechEx Research projects that the market for functional inks and coatings will make up 21% of the market by 2018. Ultimately however, energy storage and composites will grow to be the largest sectors, controlling 25% and 40% of the market in 2027, respectively.

[superg1] 24/5/2017 20:06

The difficult questions to answer in an email include

Do you have product for sale where the data sheets can be viewed?

Are there any any independent reports to show your graphene works in products?

I've tried one more time with some simple questions on claims made.

Place your bets, all questions answered with the evidence, or give us a call/some other excuse.

[superg1] 24/5/2017 15:53

Ha

I hit one company with repeat questions saying I don't accept conversations as they can be denied (not uk)

Wouldn't answer questions again. They are simple questions on claims made.

So having stated I don't want to chat asking for a written response they have asked me to call for the answers to be given verbally.

So lying bunch of toerags once again re claims.

[phoenixs] 24/5/2017 14:25

Isn't tomorrow a day at Cambridge Graphene Centre?

[luckyorange] 24/5/2017 10:38

Not much volume on AGM so the directors have got nothing to sell into, would be nice if PI's see the light on that one!

[superg1] 24/5/2017 08:52

Watch this space I just had to delete my rant.

I tried behind the scenes to talk some into exiting PRG. They didn't due to PMs ultra BS, thus I couldn't take behind the scenes actions.

I even got requests from some asking me not to post negatively due to their position.

As I said recently I've given up on the rant route. I have huge experience in what I'm doing and I never ever give up.

Correction, I never ever give up (unless my wife tells me too) :-).

[rogerbridge] 24/5/2017 08:48

Always a good ploy to announce a JV or heads of agreement when you are showing a large loss.

[phoenixs] 24/5/2017 08:39

46trader, I would never put money into that garbage. Full of .... When they independently prove their tech then come back and talk about it.

[redchef] 24/5/2017 08:10

Graphene got a mention on R5 this morning. Tony Walsh, the poet who wrote the trending poem 'This is the place', being interviewed about the Manchester's resilience, entrepreneurship and leadership in science mentioned the revolution brought about by the invention of computers and in the same breath the revolution to come with Graphene which will be comparable to the impact made by Silicon.

[superg1] 24/5/2017 08:03

46

You mentioned them not me. I've been talking myself out of immediate action on that news for the greater good of the bigger picture.

That tech is way off.

Intent

Look at the loss and comment about cash position.

It's exactly as it should be and expected to be.

That's as much as I want to say right now.

Fest think CS and PRG efforts. That was a gift for me.

[46trader] 24/5/2017 07:58

We need to get our skates on and start doing some deals otherwise we will miss the boat....

pplied Graphene Materials PLC

24 May 2017

This announcement contains inside information for the purposes of Article 7 of EU Regulation 596/2014.

Applied Graphene Materials plc

("Applied Graphene Materials", "AGM" or "the Group")

New Proprietary Graphene Delivery Technology

and Trading Update

Applied Graphene Materials, the producer of specialty graphene materials, is pleased to provide information about its new, proprietary technology, Structural Ink(TM) , which enables the highly targeted delivery of graphene to composites, together with a trading update.

Significant progress has been made in Applied Graphene Material's core target market segments of composites and coatings, including new intellectual property.

Structural Ink(TM)

Applied Graphene Materials has registered a patent having developed a highly innovative, new technology, Structural Ink(TM) , that once fully commercialised will be targeted at the advanced composites industry.

Structural Ink(TM) comprises the deposition of graphene nanoplatelets directly onto composite laminates in a controlled and targeted manner. By adopting Structural Ink(TM) technology, end users will have the ability to increase mechanical toughness, which can be derived through the addition of graphene. Application to specific areas will enable the optimisation of the performance and structural design of composite materials. Ultimately this will improve component integrity and performance, enable further weight reduction and also reduce total manufacturing costs.

Applied Graphene Materials has signed heads of terms for a Joint Development Agreement (JDA) with the University of Sheffield Advanced Manufacturing Research Centre with Boeing (AMRC). This JDA will focus on the development and commercial exploitation of Structural Ink(TM) technology, through collaboration projects with AMRC's industry partners. At an early phase in the development cycle, AGM plans to locate a technology demonstration cell within the AMRC's Composites Centre.

Richard Scaife, the AMRC Composites Centre Manager, said: "Over the last 24 months, our research staff and engineers have been collaborating with Applied Graphene Materials on its Structural Ink(TM) technology development and we are delighted that we are now able to progress to a formal, long term agreement. While this technology is still relatively immature in aerospace terms, we believe it highlights significant potential for performance improvements with both weight and cost savings to those designing critical composite structures. In the near future we will be sharing information on this technology with our aerospace partners, but also see the potential for early adoption with partners operating in less safety critical industrial sectors."

Although at an early phase of its development cycle, four specialist end-users from different sectors of the composites industry have committed to explore Structural Ink(TM) . These include Prodrive Composites Limited ("Prodrive"), which has signed heads of terms for a Joint Development Agreement with Applied Graphene Materials to focus on the development towards near term applications. Prodrive works in the high-end automotive, motorsport, aerospace and leisure goods sectors, designing and producing lightweight, high performance composite structures.

John McQuilliam, Chief Engineer of Prodrive Composites commented "We have investigated the potential for graphene within Prodrive's business and identified several application areas for development and ideally early adoption. We feel confident that Applied Graphene Materials represents a strong partner for Prodrive, having an approach to development that is both innovative, yet realistic. We understand that some features of their graphene technology are quite unique, but are also reassured that adoption into other commercial composite applications has already been proven."

Trading Update

The Group has continued to make good progress during the year. Taking the latest forecast into consideration our expectation is that LBITDA* for the year ending 31(st) July 2017 will be in line with earlier estimates at a loss of GBP(4.0m) based on revenues for the current year of GBP0.3m. Cash is expected to be significantly ahead of expectation at GBP4.5m.

Jon Mabbitt, Chief Executive Officer of Applied Graphene Materials, said:

"We are very excited about the opportunity that Structural Ink(TM) opens up for AGM and our customers. Whilst we continue to collaborate with customers on developing tailored graphene dispersions for a range of applications, this printing technology offers AGM another route to market and a tried and tested product offer that we believe will be very compelling for composites end users.

It is pleasing that we are being recognized as a highly supportive and competent development partner for industrial graphene applications. The foundations we have laid over the last 3 years are really starting to bear fruit. We have consistently focused on the core markets where we know we can deliver significant enhancements for large-scale industries and our collaborations across these areas continue to build momentum."

[superg1] 24/5/2017 07:29

What a gift of evidence of deceit that is. The nomad must be bent and that supports it.

Sadly exactly what I have to keep quiet on. :-)

Clandestine op mode.

[superg1] 24/5/2017 07:17

re one

£@5^ ^%43&567 lying hype BS merchants. More fuel to the fire.

[superg1] 24/5/2017 07:07

Nice to find some fellow researchers (US) with a view of looking at the facts and spotting the fiction

"Let's keep my observations on ???? separate from your findings. I can already say with some certainty they are garbage."

I'm keen to crack on look at the relevant company to see if our findings cross.

It may seem pointless to some but in the graphene world of deceit the more things you can find to at times unequivocally support your claims then it makes the space less crowded and complicated.

Knowledge is power they say but you have to make sure the knowledge gained is thoroughly checked to ensure you have enough certainty behind it. Then the confidence to make the claim is higher and the chance of someone catching you out is reduced significantly. In fact it tends to be the other way around and is highly likely to be that way in this sector.

[rogerbridge] 23/5/2017 21:33

I am pleased VRS are after a well a well qualified CTO, gearing up for production?
N.R. Is a smart guy with lots of experience, I am sure he will make a wise choice.

I also have confidence that N.R. And his team, will sift the important from the time wasters. Very confident of success here and being a long term holder I am not bothered if orders do not appear for another few months, but I think that they will.

[superg1] 23/5/2017 18:51

I know its future stuff but so are most graphene applications but a very interesting and useful one to add to the list.

[luckyorange] 23/5/2017 18:48

'What scares some people is lack of focus on the part of VRS where they are so spoilt for choice in who to work with they end up falling between two stools or chasing the big names rather than sticking to their knitting.

I would much prefer that VRS rather than trumpeting how good they are actually deliver and in the absence of delivery give us some comfort on the strategy they have to qualify their pipeline. For instance as a basic requirement I would suggest no resource be wasted on a specultive cold call from some low level engineer at say Sony unless it was backed up by Board/Senior Management to Board engagement as well so you have a top down and bottom up commitment from the counterparty to pushing the project'

Really KLF? Is this what NR has told you or is it just speculation on your part?

I suspect he/they are a lot smarter than you give them credit for.

[jointer13] 23/5/2017 16:20

we seem to be moving along nicely..cto

just need a bit of patience.

"growing pipeline of bluechip enquiries"

[superg1] 23/5/2017 16:11

Looks like they are after a CTO. About time Neill got more around him, he has some but the right person with the experience would be a great addition.

The main CV requirement I suspect will be no BS :-) so that may mean a review of most CVs will need to be done before submission.

[superg1] 23/5/2017 15:02

Sales

Now I have said the word.

VRS had that sale of what was said to be about 1kg. A major order for VRS and it seems potentially the largest single order for genuine few layer graphene worldwide so far.

So if that buyer returns for similar orders or larger, what then re sentiment?

1kg is too much for sample research and far too much for the watches. I think the watch cases were 7 grams and 2% loading from various comments.

That gives a Total of 10-11 grams of GNPs for the watches. That means over 900 grams were left.

So ignoring NDAs with majors, I'm wondering if the buyer will come back again. We'll have to wait and see.

[superg1] 23/5/2017 14:53

Research

I've now linked up with a guy in the US who has been researching graphene and public companies and other sectors for some years with public releases.

I have already helped correct some information on some companies. We are talking companies worldwide, not the small window we talk about here.

Quite nice really that although he has been looking at them he had no real idea of the layer issue. He likes evidence which I have provided. Nice to know that someone questions comments and actually bothers to read the evidence provided then instead of arguing with world experts and posting trash reads and digest it.

Interestingly without prompting he mentioned a non UK 'graphene' company that he thought was hype trash. I'd already binned that one some time ago and could help with detail to confirm his suspicions.

He now has the XG documents and it's been a bit of an eye opener for him.

Interestingly he then suggested one or two recent arrivals (a name some of us know) looked like complete hype trash companies. A name that others are bullish on. I haven't looked too deeply into the one he mentioned. I have done a bit but will look more. I didn't do much on it as the first look made them sound like a a lying bunch of hype merchants. I have a feeling that's exactly what they will turn out to be.

So for me he clearly has his head screwed on about those that initially look like junk and others he has down as junk have been confirmed by some documents I have.

[theklf] 23/5/2017 14:40

Is it possible to gain some clarity or colour on the nature of these cold calls and qualify the credibility of the counterparties?

"VRS said many of those names have cold called them and in discussion with the CEO he said its virtually unheard of in the businesses he has been in. The cold calls have continued BTW since the Cambridge event."

I'd imagine the R&D departments of big companies often have lots of different teams working on different projects. I doubt often the left hand knows what the right is doing. What scares some people is lack of focus on the part of VRS where they are so spoilt for choice in who to work with they end up falling between two stools or chasing the big names rather than sticking to their knitting.

I would much prefer that VRS rather than trumpeting how good they are actually deliver and in the absence of delivery give us some comfort on the strategy they have to qualify their pipeline. For instance as a basic requirement I would suggest no resource be wasted on a specultive cold call from some low level engineer at say Sony unless it was backed up by Board/Senior Management to Board engagement as well so you have a top down and bottom up commitment from the counterparty to pushing the project

This all seems basic but you often find with blue sky tech stories they get so obsessed with playing to the gallery about how great they are and how rubbish their competitors are they seem to drop the ball on normal commonsense business practices