Versarien Share Discussion Threads

[nemo19] 22/7/2018 18:35

Axotyl
As requested: Unbelievable!
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Versarien: Perhaps I’m wrong; how good is this wonder product?
By Cynical Bear | Sunday 22 July 2018

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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

Having stuck my todger in the hornet’s nest as Tom so eloquently put it with my first ever piece on Versarien (VRS) (HERE), I thought I would dig a bit deeper into the products as perhaps one can make a case for a £200 million business after all?

Never afraid of undertaking hours of research and digging through countless annual reports and company updates, I thought I would see what statements the company had made about its company-making super-material. I managed to uncover the following:

The product is 3-10x more effective than its competitors and has a “range of advantages being low-cost to produce, with high margins, and a manufacturing process which is robust, adaptive and highly scalable – factors that the Directors believe sets the company apart from its competitors”

The company goes on to state that the global market for its product is estimated at $6.8 billion and forecast to grow to $11.1 billion over a five-year period. Well that’s certainly an encouraging start as it is clearly a massive market and, apparently, Versarien has significant advantages over its competitors but what about commercial opportunities?

That’s great news too as I read that it has 26 development projects in progress, three of which are backed by grant funding. Wow, 26 projects on the go is pretty incredible and reading further I note a couple of specific commercial agreements have actually been entered into as well as global and European distribution agreements to increase the routes to market.

At this point, I’m beginning to wonder whether I have analysed the business all wrong as it seems to have all the key ingredients for a FTSE 100 company namely a huge market to go for, substantial competitive advantages and countless commercial opportunities on the go.

Just one problem – I’m not taking about graphene here. I’m talking about the first “company-making” super product that Versarien hyped up at IPO and innumerable times since, namely the thermal copper foam, VersarienCu. Neill Ricketts has been banging this particular drum since his time at Elektron Ventures way back in 2010.

In addition, the sharp-eyed among you will have noticed the following statement in last week’s results:

“We have taken the strategic decision to concentrate on graphene opportunities so are no longer looking to actively develop thermal copper foam, albeit that interest for it is still being shown in some sectors. Sales of traditional thermal and other aluminium products, have remained steady but are not expected to form a core part of the business moving forwards.”

Oh……not to worry, that was only an eight-year ramp that never led to any significant commercial traction nor profitability and has now been largely forgotten about as the next golden goose has arrived.

Am sure it will be different this time!

[axotyl] 22/7/2018 18:22

ShareProphets today: "Having stuck my todger in the hornet’s nest as Tom so eloquently put it with my first ever piece on Versarien (VRS), I thought I would dig a bit deeper into the products as perhaps one can make a case for a £200 million business after all?" - our old friend Cynical Bear.

Anyone seen what he's said? I can't face forking out 2p to read it.

[club sandwich] 22/7/2018 18:11

redchef - well *one day* it will be true ;-)

[redchef] 22/7/2018 18:09

If only. That would sort out a few of our house move plans :)

[club sandwich] 22/7/2018 17:56

S'OK Fest - there will be a blockbuster RNS at 7am and it will open at 250p at 8 ;-)

[1teepee] 22/7/2018 17:49

It's double the thickness of vrs

[festario] 22/7/2018 17:48

Don't forget guys, it was a false close on Friday, so expect a 4% drop at 8am. Don't panic, it's where we actually closed.Now.... GET THAT STOCK MARKET OPEN!!

[club sandwich] 22/7/2018 17:40

Sorry Ver, my mistake. In my comments above replace 'Brighton' with 'Edinburgh' - also not a cheap place to live... ;-)

[club sandwich] 22/7/2018 17:39

"Derampers are getting desperate by the sound of it. Will there be a final attempt to bring the price back for an exit.
I doubt it with II's loading up. Completly misread VRS, it is not the typical AIM share with an overpaid board of directors and hot air without substance in time for the next fundraising."

Well they only have themselves to blame. All the clues were there - collabs with huge global corporations and the Israeli government (some after 2 years of DD), secondment of one of the top men at the DIT to VRS (a first, never been done before), tie-ups with very significant academic institutions including the one where graphene was first identified, the actual order a while back for 1Kg of graphene from McLaren for £100k. You've gotta be some very special kind of stupid to ignore all that and go short - even if you discount China the rest are copper-bottomed facts...

When the next big news drops don't think Tim will be able to afford Brighton any more - maybe a cardboard box under the station arches. If he doesn't close his short soon he will be bankrupted, and that's exactly what he deserves. The only thing that keeps *me* awake at night is excitement at what's coming, not the dread that I'm already underwater by 50-odd pence a share and the prospect of that getting much, much worse...

[axotyl] 22/7/2018 17:35

Search The Times archives for more on Dim Tim. Too cruel to publish here.

He'll be back here under a new moniker, judging by past behaviour, sooner rather than later.

[verulamium] 22/7/2018 17:32

Wrong Tim Kempster I think, CS. The muppet in question is based up in Scotland.

[club sandwich] 22/7/2018 17:29

Thought I'd have little look-see on LinkedIn. Didn't that Tim Kempster cretin say he was a consultant of some kind?

[verulamium] 22/7/2018 17:21

axotyl - because it fills a page or 2 at virtually no cost to the newspaper. Remember that a remarkable number of (especially elderly) people never or seldom use the web.

Given how much delight Neill's taken at winding up the trolls over the weekend, I'll be checking in first thing tomorrow, rather than waiting for Tuesday's newspapers!

[rogerbridge] 22/7/2018 17:20

Derampers are getting desperate by the sound of it. Will there be a final attempt to bring the price back for an exit.
I doubt it with II's loading up. Completly misread VRS, it is not the typical AIM share with an overpaid board of directors and hot air without substance in time for the next fundraising.

[club sandwich] 22/7/2018 17:08

Looking forward to the day China or the first big commercial order drops - shut those idiots up for good, and probably bankrupt most of them too when they have to close their shorts. Good riddance, and serve them right for playing with fire: what the hell do they think HMG is doing involved with VRS if it's some penny-ante story?

[graphite bot] 22/7/2018 16:41

dream twister have you ever bought a really cheap non stick frying pan. Result burnt eggs.I cannot see Fortune 500 companies going for cheap . Keep trying though. We will see who’s sizzling next week.

[axotyl] 22/7/2018 16:37

Apologies for an off-piste question, while things are quiet:

Why do newspapers persist in listing pages of share prices every day? There can't be many punters who can't click on their favourite shares via Google, to give an almost instant result, whether they're at home, office or anywhere. Any half-serious investor has up-to-date prices in their online portfolios.

Tens of thousands of tons (millions?) of wood pulp completely wasted each week (month?). And newspapers don't charge for publishing the results, so it seems a complete waste.

What don't I see? Do any of you wade through the share listings for out-of-date prices?

[haz101] 22/7/2018 16:30

NanoXplore not exactly setting the world alight on those financials and they have their own certification??

[superg1] 22/7/2018 16:25

XG

I thought those guys liked figures???

$50 mill down the pan to date by XG.

[dreamtwister] 22/7/2018 15:57

sizzle.....sizzle



China-based Shenzhen Danbond begins trials for mass production of graphene film for heat dissipation

made in china bypassed the forest of dean,

borrowed time bleep...bleep.......sizzle...sizzle

[dreamtwister] 22/7/2018 15:38

borrowed time,$8 a kilo, will vrs be able to match ?then china ? will be chop sticks !


NanoXplore announces positive feasibility study for its 10,000 metric ton/year graphene production plant

NanoXplore logoCanada-based NanoXplore recently announced a positive feasibility study for its graphene production plant. The company said that the independent feasibility study highlighted several improvement as compared to the project’s preliminary economic assessment (PEA).

NanoXplore is planning to build a 10,000 metric ton/year graphene production plan, which is currently the largest in the world. NanoXplore plans to offer graphene for $10/kg (USD$8/kg) starting from Jan 2020 under the GrapheneBlack brand.

NanoXplore graphene sales targets are 2,000 metric tons at 2020, 5,000 metric tons at 2021 and 10,000 metric tons at 2021


Soroush Nazarpour, president of NanoXplore, said in a press release that the findings are important for the company and the graphene market. “This upcoming 10,000 metric ton/year graphene production plant would be the largest of its kind in the world and would position NanoXplore as a leader in graphene market,” Nazarpour said in the statement.

According to design criteria as envisioned by the feasibility study, the plant would consist of five graphene production lines with each of them carrying a capacity of 2,000 metric ton/year. It was said that each of these lines would consist of four graphene production modules each with a capacity of 500 metric ton/year.

The company said that the first graphene production line would be constructed and commissioned by January 2020 followed by the rest of the lines a year later



sizzle......sizzle