Versarien Share Discussion Threads

[superg1] 10/7/2018 08:06

66

I suspect there is no need at all top do that.

NR ex F1 and links, A Deakin ex F1 etc etc.

F1 doesn't deal in 2nd best.

[66sequoia] 10/7/2018 08:05

It was mentioned at the weekend that the Williams F1 team are looking for sponsers. How about Versarien? Talk about a foot in the door! Alot of the tecnology used on the F1 cars eventually filters down into our cars....i might tweet Mr Ricketts and mention it.

[superg1] 10/7/2018 08:02

I was thinking what is transparent and might benefit from conductivity myself.

EG an example was shown at the Cambridge investor day of graphene enhanced phone screens.

As I say get relevant questions in early.

[chillpill] 10/7/2018 08:00

Lovat,

Yes a trip up North to see BG and also Max Ward(who managed funds for ex BG partners ) at Independent Inv Trust would be sensible imho.

[potsol] 10/7/2018 07:53

Wearable tech superg1?

I am not a member of the twitterati but I do find the odd one of THE Versarien CEO's posts quite informative.

[lovat scout] 10/7/2018 07:53

Chill - I’ve unashamedly championed Baillie Gifford on this BB as the right kind of II for VRS and I hope Arden make sure it’s on their radar. Their website has several interesting articles on how and why they make their long term thematic investments.

BG are by no means perfect but their investment rationale is backed up by their long term performance stats.

(I own SMT, PHI and EWI in my SIPP)

[rogerbridge] 10/7/2018 07:52

Interesting.

[superg1] 10/7/2018 07:47

You guys mentioned twitter so I has a look and came across this line.

"that’s why we make transparent conductors but we don’t shout about it ;)"

That's of interest to me and my mate zippy.

[chillpill] 10/7/2018 07:42

Worth reading:

Scottish Mortgage began life in 1909 as Straits Mortgage & Trust, a lender to the rubber planters in Southeast Asia, at a time when the growing popularity of motorcars was boosting demand for the natural resource. Within a few years the trust invested in North American oil and railways and in loans to the governments of fast-growing Argentina, India and China. In the post-war period SMT invested heavily in booming North America, before becoming among the first western funds to invest in Japan in the 1960s.

SMT’s flexible mandate and pioneering spirit is today reflected in the managers’ idiosyncratic philosophy, in the fund’s investment in both listed and unlisted long-term growth companies, and in its increasing exposure to China.

Don’t chop down saplings; buy and hold the most promising companies

Historical data shows that the long-term return on the median stock is mediocre – not much better than the return on bonds. Most of the excess returns of equities over bonds have been delivered by a relatively small set of companies. SMT’s research found that during 5-year periods over the last 30 years, around 5% of stocks delivered returns of +500% or more. SMT aims to tap into this asymmetric payoff structure by buying companies with the largest, probability-adjusted, return potential, while not worrying too much about the possibility that some stocks with -100% downside might be among them. Holding on through periods of excessive fear, and avoiding the temptation to sell and lock in profits, enables SMT to wait 5–10+ years for returns to compound at exponential rates.

[superg1] 10/7/2018 07:42

Potsol lol

Funnily enough we lost one here to VRS, Dr Andrew D. A useful poster but now his comments appear in presentations and the like.

[potsol] 10/7/2018 07:33

I didn't realise this was a Versarien employees BB.

[superg1] 10/7/2018 07:31

I'm zippy dozens of times over on various things I've picked up on.

[superg1] 10/7/2018 07:30

Aha

At last Shavian the unsaid can be said.

I believe all teams F1 are looking at it.

In the case of Williams it wasn't long after you went here that they took on someone with the necessary skills around graphene and 2D materials.

It's got to be be nailed on that it appears in various industries. No way is industry going to ignore a 50% strength gain in CF by using Nanene. No doubt there are plenty of stress points in a structure where CF is our could be used that can and will be enhanced with graphene.

Light weighting is huge and graphene (Nanene) has some answers for barriers on composite use.

[grabster] 10/7/2018 07:26

"The man who makes no mistakes does not usually make anything." (Edward John Phelps)

Tim Kempster was quick to sneer at Stephen Voller when the Zap&go deal was announced. What are Tim Kempster's greatest business achievements?

[hattie1] 10/7/2018 07:25

Nice tweet from our CEO replying to an irritant... we’re bringing #graphene home ...

[pcjoe] 10/7/2018 07:13

JV - Probably a physical case for adding graphene to all rubber components of tyre - Lightweighting etc - Problem is the life cost/benefit calculation, as it will be with all decisions on Graphene apps - So limited to external tread layer as first priority seems logical ( perhaps different on luxury brands?) - especially for EVs & solving the acceleration wear problem

[superg1] 10/7/2018 07:09

I not sure if I'm allowed to say where and what (I'll check) but the buyer seems to be there.

[adejuk] 10/7/2018 07:09

i think the honours are even

[superg1] 10/7/2018 07:08

I agree far too balanced.

[shammytime] 10/7/2018 07:05

What a ridiculous post

[dmorty87] 10/7/2018 06:28

Good morning everyone by the way, welcome to another wonderful trading day. Up or down who knows.

[dmorty87] 10/7/2018 06:25

PCJ I thought that the whole point of graphene was that by the addition of it the increase in the strength and rigidity of the tyre would mean you would be able to use less rubber in its production . So the end product would weigh less not more.

[squire007] 10/7/2018 00:23

TOUCHE' ....... lol