Versarien Share Discussion Threads

[a_game] 25/7/2018 14:54

Great podcast - have absolute confidence in Neill to bring his baby to unicorn status and beyond. It will happen in time.

Interesting to note they have just had yet another letter from an interested party.

[joeblogg2] 25/7/2018 14:54

I cannot access poscast but what was his answer to question below:
•Are you the person to take this to a billion pound business

[davemac3] 25/7/2018 14:53

one thing that bothers me is that Neill keeps saying it's a race and all of his staff are working their balls off. Why don't they do a fund raise and get more people in? otherwise they could lose the race

[1crackupboom] 25/7/2018 14:51

If you trust Neill he is basically saying this is a gauranteed unicorn already. He just cannot tell us anything. So it is all based on trust. He has been trustworthy so far.

[serratia] 25/7/2018 14:50

LS,

Bottles are made of PET or HDPE. The bulk price of HDPE is £1300/ton. IF say you can double the strength with a 0.5% Nanene addition you could make a similar strength bottle with half the HDPE. That saves £650/ton in material costs. On an equivalent price basis you would add 5 kgs of Nanene. So cost neutral at 13p/gm Nanene.
Then there are other benefits to the manufacturer. When a bottle is blow moulded the composite is placed in a heated mould, a tube is inserted and the bottle is formed by blowing down the insert. The mould cools and the bottle released. Graphene is a very good heat conductor so it is quite possible that the bottle would cool more rapidly. If that's the case plant throughput would increase.
There are other benefits which I can't quantify.

[joeblogg2] 25/7/2018 14:48

•People expected us to talk about 1 deal in China, we are talking about 24


•We understand the steps of execution needed to take the company forward


•We turnover £9m with 100 employees, however, we now focus on big orders


•Versarien will be defined by the steps taken in building a great company


•Our Motives are different from most, artificial valuations are not our focus


•The company has a longterm strategy for building key relationships to build & grow


•Are you the person to take this to a billion pound business

[jointer13] 25/7/2018 14:45

its just coming together fabulously.

looking forward.

[cheek212] 25/7/2018 14:41

I'm currently mid Mediterranean with limited WiFi access so can't open the latest podcast just posted - would be grateful if somebody could just summarise what is said, pretty please.

[jointer13] 25/7/2018 14:38

link...couldn't get tims to work.

[jointer13] 25/7/2018 14:34

i wonder what that letter is..?

and as we know matt very busy with the Chinese.

[club sandwich] 25/7/2018 14:34

Thanks Tim. That's a really great podcast. I don't think anyone - not even me - could have asked for more than NR's repeated emphasis on and acknowledgment of the importance of delivery. I guess there's nowt to do but sit back and wait for an order and/or China to come through.

Sad to hear him say he'll step aside one day though ;-( Hopefully not for many years to come...

[davemac3] 25/7/2018 14:25

that's a better type of interview, more focus on delivery

[rogerbridge] 25/7/2018 14:01

Yawn.get a life.

[tim3416] 25/7/2018 13:54

hTTps://total-market-solutions.com/2018/07/25/versariens-ceo-neill-ricketts/Latest interview with Neill by Doc Holliday

[owenga] 25/7/2018 13:54

superg1
25 Jul '18 - 09:00 - 23196 of 23264

thanks, so what lateral size is really required, more than 1UM?

[jkok1] 25/7/2018 13:50

I thought I would look at the Graphene Council more carefully since the announcement that VRS would use their Verified Producer programme. Given below is an interview with the Council's Executive Director which I think sums up the current situation nicely. They have analysed a large number of specifications from graphene producers with results which help to quantify the issue. Try and spot what I think is a coded reference to VRS.

hxxps://www.scitecheuropa.eu/graphene-materials-standard-future/86303/

[dmorty87] 25/7/2018 13:48

I think being able to use less plastic with the addition of graphene to maintain strength is what it possible in the near future, i think recycling of that product in a cost effective way is something a bit further down the road. We need to do what is possible now.

[serratia] 25/7/2018 13:36

Nanographene -

Two types 9 layer 1.5 um lateral. 18 layer 3um lateral. Both look too short on laterals and one too many layers for composites.

[johnveals] 25/7/2018 13:31

If we can use 50% less plastic through the addition of graphene that is great, but if we can recycle that graphene improved plastic it is even better.

[club sandwich] 25/7/2018 13:26

pshevlin - general to Alexander the Great. Google it...

[lovat scout] 25/7/2018 13:14

Serratia, 20pc, johnveals, thx v much for your thoughts and it’s clearly the application method as well as the nanene which adds value.

Plastic bottles are so cheap to make that it must be a very low amount of nanene per bottle otherwise the maths doesn’t work for VRS.

Even if plastic bottles doesn’t work, it’s just about the lowest value product on the market and leaves a vast higher margin and value addressable market to tap into.

[johnveals] 25/7/2018 13:08

CS - I am more comfortable with a lower expectation, whilst at the same time recognising the enormous potential. I have my own waypoints marked out for the future and prefer to travel in hope rather than high expectation, that way it is less frustrating. Having said that the one year chart just looks fantastic with great support over the last month.

[superg1] 25/7/2018 13:04

So back to reality

That's why the standards and ISO is coming in to end all the BS out there.

So many BS claims 95% plus do not have graphene and they are seriously misleading the market and investors be it public or private and customers.

VRS is proven that's why it is seeing so much interest, that's why the UK gov back them and why the Chinese gov want them.

Investors worked out what genuine GNPs that work are some time back and that's why they are invested here.

[superg1] 25/7/2018 12:59

Someone mentioned nanographene.

Nice website only been around a while already name changes and mentioned as in New York, claims sounded dodgy and my first thought was there is a lot of hype there and why are they private.

So I hunted for the CEO and looked him up and found him in really poor interview Feb 2017 but worse still my big red flag, an Aussie accent, nervous as hell.

Surprise surprise they want to float on the TSX later this year having appeared out of nowhere with a world beater. F me the Aussies are good at that.

Jeez if only the UOM and NGI had thought to try just water to make graphene.

Oh and by pure coincidence the name change gives them the abbreviated name as NGI (nanographene inc). Lmao.

Then it gets worse.

A quick check shows him as a director with Volt resources on the ASX. An Aus graphite hype company that now has Hunt as appearing out of the blue with a world leading graphene.

Fk me scientists around the world have wasted over 15 years trying to break the code when all they should have done is go to Aus where it seems 3 ASX graphite companies simply drop on the answer overnight.

All that time wasted by 1000's of scientists and 25,000 papers on the topic per year.

OR of course the Aussies are full of BS.