Versarien Share Discussion Threads

[jointer13] 11/8/2018 10:53

and at the same time lets not forget...

there is a lot more to this company than just china.

[chillpill] 11/8/2018 10:48

When you have 24 balls in the air it means there is a huge amount of work to do to sort out the best deal. We might have to wait until next year but who knows. As we have been told the right deal is far more important than a hasty one which is the right approach to obtain long term value for shareholders.

[ellissj] 11/8/2018 10:47

Neill said yesterday, Matt Walker is working very hard. A high flyer doing his best for VRS. Grateful holder here. Aimo. Best ellis

[johnveals] 11/8/2018 10:38

It would be fascinating to learn what the sticking points are over the China deal.

[pcjoe] 11/8/2018 10:28

When I said give them a stake - of course i meant sell them one...

[pcjoe] 11/8/2018 10:25

Who knows how the China deal is going to shape up! - our Hong Kong entity is likely going to face it up & for me that is where the Chinese Govt should have a very sizeable stake - robbing from VRS re IP etc is one thing - robbing from the central govt could end you up against a wall facing a hail of bullets - Evrry incentive for rogue provinces/others to stay in line - give the Chinese a local stake and promise them more 2d stuff if they behave - seems the best route to me

[ellissj] 11/8/2018 10:16

Indeed roger. neill has kept shareholders properly advised re china as we go along. Name another Aim share where this level of transparency would apply ? What we know is a deal will only happen when VRS is satisfied ie 'right.' And now since jan, 1 LOI has turned into 23 expressions of interest. A sample of Nanene has been supplied for testing. Clearly the game has much changed since the Investors Day in the spring. To compare there and now is like apples and pears, rollers and dacias ! We appear well positioned, all thx to hardworking and astute neill and co. While these clearly complex negotiations progress, I remain ever hopeful of satisfactory outcomes. I consider it in my best interest as a holder to remain patient and optimistic. How else could you be with 23 in play ? Aimo. Glalth. Best ellis.

[axotyl] 11/8/2018 10:13

"We have a German bank buying for a fund or possibly another company" - RogerB

'We' as in 'us' i.e. VRS?

[rogerbridge] 11/8/2018 09:55

Shares can be purchased by one company acting on behalf of another.We have a German bank buying for a fund or possibly another company.

[ellissj] 11/8/2018 09:24

No idea who's buying chill. But indeed, buying vrs shares in the open market remains a option for those worldwide looking to build a stake. Eg. Saudi soverign fund has built a usd2.9b stake in tesla via this route. In relation to china, your idea could be an example of creative thinking to bend local rules and satisfy win/win deals. Who knows ? But As yet, no notifications over 5% in this regard received. Aimo. Best ellis.

[rafboy] 11/8/2018 09:21

With graphene (nanene) set to become a significant material in the automotive, phone, space, battery, aeronautical etc etc sectors, the Chinese must know they cannot afford to steal the IP and then not have access to future material technology. That’s not saying that some unscrupulous individual might not try but I would hope to see the Chinese government stamp down on them hard. We are seeing the start of a new industrial revolution where graphene and 2d materials may well change the way things are developed and built. The Chinese will want a full part in that and it may be that VRS are their conduit into that world. So I feel sure that with our government’s support and cooperation from top level Chinese counterparts a successful Chinese deal will be concluded.

[chillpill] 11/8/2018 08:56

We know there have been large international buyers of VRS in recent months. I expect the Chinese Govt via one or more of their SOE's to end up with a substantial stake in VRS.

Silk Ventures have taken 14 companies into China and invested $500m in those ventures so far. They have been going less than 3 years so they aren't messing around.

[ellissj] 11/8/2018 08:49

From what we can see, i'm very happy with the vrs strategy. As neill said recently twitter, they have a plan. Patiently waiting here. Aimo. Glalth Best ellis

[haz101] 11/8/2018 08:40

SuperG - ive no time whatsoever for shorters so agree with u 100 per cent

[luckyorange] 11/8/2018 08:33

Local partners is the key regarding China as Lovat wrote

" the only way to stop the theft of IP is to make it valuable to the local partners too. If we take China as the example, itâ€T82;s a huge market so the local or national governments will be making sure they protect their share of the profits."

I remember that there was a lot of interest (money wise) in VRS setting up a Hong Kong company.

There are plenty of options available regarding China so I was surprised at the posts saying it's not going to happen.

Of course it is we just don't know at the moment in which guise it will be. Going by all the testing results on Nanene, the Chinese company who purchased a small amount to test in batteries has a >90% chance of finding improvements on previous methods.

In reality VRS has 20+ chances to get it right in China, at the moment China has one chance to get the supply they need.

[ellissj] 11/8/2018 08:12

Re china deals ; i see some cast doubt, but at the beginning of the year, they also suggested vrs wouldn't multibag in 2018. On the former, i remain quietly confident of a deal on the terms first announced. Ie no slice of the pie. And the latter, with good news flow, a multibag in 2018 remains in play. Given share price is more or less Doubled since jan 1st. Aimo. Dyor. Best ellis.

[superg1] 11/8/2018 08:11

haz

If the shorts have a decent holding combined then it acts as a nice chunk of buying be it a price dip or price hike exit point.

They all as you know only ever take positions at the top of the share price and all get out at the bottom and never lose money. They all make big profits all the time.

Well at least that's what posts indicate. I've never seen one complaining about shorting too early and now being underwater demanding no news or bad news.

So a bit odd that one often has the begging cup asking for money and long tips generally fail miserably year in year out.

I do feel sorry for the guy 🤥 he always looks like a tramp.

[haz101] 11/8/2018 07:44

Shavian, I think the shorts know they are on borrowed time, a blind man can see the share price is going to take off once a significant RNS is posted, with everything we know that has been going on recently it will be sooner rather than later IMO
Regards Haz

[shavian] 11/8/2018 07:38

The 2p drop in the share price in the last 30 mins of trading yesterday seems a bid odd. On one of the lowest-volume days since last October, none of the afternoon trades would seem to signal or justify a movement in the share price of that magnitude, in fact there was more buying than selling. Clearly one or more MMs up to their tricks again, perhaps walking the price down to preposition someone for action on Monday morning?

We’ve seen the same thing happening in reverse on previous weekends. News coming on Monday/Tuesday?

[ellissj] 11/8/2018 07:28

Of course, you will eventually have primary iso graphene markets and secondary graphite markets, with differing end uses. That's all in the game. And the point of the npi 'characterisation service.' Which is fine. My assessment so far, is how transparent will the uk service be to outside world, ie PI's ? I await developmemts in this regard. Aimo. Best ellis

[luckyorange] 11/8/2018 07:24

Of course there are many types of graphene and some things don't need <10 layer gnps to show an improvement, but I do hope the graphene oxide falls by the wayside as it requires the chemical soup above to produce it..

The shear method as used by VRS is cleantech compared to GO, although I don't know what chemicals they use I wouldn't mind being in the lab where it is produced. But GO 👀 !

[ellissj] 11/8/2018 07:21

Anyway, if i remember VRS won the CPI graphene oxide tender. Yet it is +nanene GNP's which the collabs have been tied up with and the future lies. Follow the money ! Oh, not forgetting graphinks, hexotene, and other 2D materials yet to come out of the mine lol ! Aimo. Best ellis.

[ellissj] 11/8/2018 07:17

Not only that, it seems that +nanene outperforms graphene oxide. Eg. As super says, in rubber tyres. And laterly, rns 'significant advance' in battery tech. All to play for here. Aimo. Best ellis

[luckyorange] 11/8/2018 07:13

Don't like the graphene oxide method.

Graphene oxide chemicals required

Materials

3 grams of Graphite ( a 9B pencil from the art store)

18 grams of Potassium Permanganate (from the chemists - drug store -it's an antiseptic)

360 mL of 96% Sulphuric Acid (One-Shot drain cleaner)

40mL of 75% Phosphoric Acid (this is a food additive - you will have to order this online)

400mL of De-Ionised Water (Battery top-up water)

3mL of 30-35% Hydrogen Peroxide (hair bleach, teeth whitener)

For Washing

200mL Water

200mL Ethanol (Bioethanol fuel)

200mL 30% Hydrochloric Acid (Muriatic acid or Spirit of salts)

Making the Graphene Oxide is extraordinarily easy. The real
problem arises because this uses strong acids and the temperature should not be allowed to go over 55 degrees centigrade.



Because it's volatile and could explode!

[ellissj] 11/8/2018 07:06

Vrs have said they can do iso graphene that can be scaled up ie +nanene. Which is why i've argued that firms who can produce iso compliant graphene, but only in small quantities, should be excluded from a main listing, and be included in a sub section under 'iso graphene suitable for research purposes.' Grapenena products only list graphene oxide, as bulk powders. The vrs rns of 2015 announced 'major advancement' in graphene production - 'at scale.' That is the key here. Aimo dyor. Best ellis