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[spike_1] 03/8/2018 10:31

Off Topic Re: But the interviewer would be privy to the detail that had slipped out in the deleted take.

Back before Pontius was even an air cadet (younger readers won't get that - no matter), we were in Israel and needed to shoot aerial views around various parts of Israel, mostly to the East of Jerusalem.

Shooting aerials in Israel was very difficult due censor and military sensitive areas (they have a lot of stuff underground). Anyway they eventually agreed providing we took a censor official with us - which we did. However we had hired quite a small aircraft and it was quite turbulent, and as a result the censor spent most of the flight with his head in a sick bag, and as a result wasn't able to tell us when we couldn't shoot.

This was resolved by the censor coming with us to the lab to view the film once processed before we saw it. And as a result sections were cut out before we got it.

Obviously there is a punch line to this little tale ;0)

However the censor was not smart enough to realise he was looking at a 'print' not the original material which was a negative from which the print had been struck. In those days most - perhaps all - 16mm film that he would have come across would have been 'reversal' i.e. he would have been looking at the original. Ah well ;0)

At least we now knew - and were able to look specifically at the areas they didn't want us to see. 60 Minutes 1, Israel 0.

Best wishes - Spike

[woodpeckers] 03/8/2018 10:12

Thanks all for your responses.

[club sandwich] 03/8/2018 10:04

Grabster - he *is* the Messiah: and I should know, I've followed a few... ;-)

[club sandwich] 03/8/2018 10:02

So when we heard that rumour (and it's really no more than that) that China will need $200bn of graphene over the next 5 years, I took that to be for domestic projects (eg infrastructure - roads, buildings, bridges etc). This latest speculation about US companies manufacturing in China I took to be just normal business: a company, eg Nike, manufactures in China, they want to add nanene to products, VRS supplies that nanene to the manufacturing/production facility in China.Are we conflating different things, or have I got the wrong end of the stick? Worth pointing out I haven't heard the podcast yet, nor will I until I get back from Croatia on Monday.

[a_game] 03/8/2018 09:50

I concur with diversifications post last night - there's definitely something that can be read into David & Matt's twitter exchange about frantically typing.

They're trying to do what 'boss man' (as they call him!) does - i.e. subtly hint at whats coming. There is no reason they'd have that twitter exchange otherwise.


Very interesting times ahead folks! :)

[shavian] 03/8/2018 09:34

Woody, that’s not quite what I thought he meant. I just think he was trying to describe in very few words his 3-strand approach, one of which is manufacturing in China. I don’t think he was precluding production elsewhere, or exports from China to the world. We do tend to hang on his every word and Twitter hint perhaps to a ludicrous extent. Chill. “The Life of Brian” springs to mind!

[superg1] 03/8/2018 09:34

re China US.

China is the anticipated model to roll out manufacturing locations worldwide.

EG Japan, India, US, South Korea and so on.

The Arrowgreen tech news lists that point re first refusal options.

[smokeyjohnson] 03/8/2018 09:24

5k added showing as a sell 122.49

[grabster] 03/8/2018 09:18

For more than a decade, I made more from spreadbetting than from sharedealing, but haven't done any spreadbetting since March 2017 - until just now when I opened a December upbet on VRS.

Not gone mad with it - using about a quarter of my available margin.
And only a tiny play compared with my shareholding.

[woodpeckers] 03/8/2018 09:14

So you guys think he meant that most of the manufacturing of the products Nanene will go in to will be done in china and those end products will then be shipped all over the world?
Sorry, still a bit confused...

[chillpill] 03/8/2018 09:12

Can't help but be reassured by the podcast.The newsflow will keep coming between now and the end of the year.

We are in the quiet days of July and August. Yesterday's volume was very low considering the significance of the collaboration.

[lovat scout] 03/8/2018 09:09

Impvesta - there is no doubt the VRS story is going further and wider but at a slow pace. As the word spreads all kinds of investors will arrive and they all deal in different ways. Some will just wait for size from a broker and deal, others will accumulate via lots of small trades and the same goes for sellers.

Dealers at IIs tend not to like buying or selling large amounts in one go as they run the risk of looking stupid if the price moves against them quickly once finished, hence the orders are sometimes spread over the day or over a few days. This doesn’t always apply to smaller shares as you normally don’t get many chances to deal in size so you trade when you can!

If you look at FTSE350 shares, there are lots of small trades and a lot of these are part of a larger II trade being worked over the day and at different price levels to try and achieve the average price of the day.

From a selfish point of view the price not being driven up by s new II suits me as I can top up at lower levels but I know it won’t last for long!

[shavian] 03/8/2018 09:01

Listening again I don’t think he’s implying that ALL manufacturing will be done in China, I’m sure he has previously implied that production will be based wherever the demand justifies local manufacture. I can foresee a plant in Germany (alongside Continental?) and one or more in the US as well as Cheltenham and China. Just dreaming...

[hoverflyman] 03/8/2018 08:57

Presumably “made in China” will be the same as it has for years, a finished product shipped out?

Edit: Ha, I seem to be the slowest around here!

[johnveals] 03/8/2018 08:55

Manufacturing in the sense of finished products? China is the factory for the world.

[spike_1] 03/8/2018 08:54

Neill is not talking about VRS deciding to manufacture in China, what he is saying is that VRS's customers will be manufacturing in China - and thus VRS by default.

Best wishes - Spike

[mj10] 03/8/2018 08:51

i thought exactly the same re production wood

[woodpeckers] 03/8/2018 08:47

Just listened to the podcast again and the bit about "the 3 strand process" jumped out at me. Below is Hew's summary of the part I'm refering to...

"Then looking at replicating what doing in UK over in the US - my next big challenge. All those players [think he meant customers] are all there and it’s a big market. But although market is in US we know the manf. is in China, that’s why a 3 strand process: secure manf in China with best deal we can, protecting the IP to make sure not just give the stuff away, look for biggest markets which are EU, US and China and then service them."

I'm a little confused. It sounds to me as though he is saying that the manufacturing is going to be in China yet I thought that we were going to be manufacturing all over the world due to Nanene not travelling well??? Anyone any thoughts?

[superg1] 03/8/2018 08:46

Lucky

It looks primed for more bad news in the form of actual revenue.

[luckyorange] 03/8/2018 08:41

If I was in there Fest I would sell on the bounce and put it elsewhere to get my money back, it is always a hard choice to lose money but sometimes it makes sense.

Feel for those that have been sucked in but hope they come out ok, won't say any more because of past problems when mentioning that company.