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[richafling] 07/9/2018 08:41

ThanksGreat for master batch control, if I was using the material to enhance large structure like bridge trusses or reduce material volume like plastic bottles then the structural performance gain consistency would be a quality control metric for manufacturing Maybe the master batch quality certification control is the key hereJust ignorant on thisThanks for the info

[superg1] 07/9/2018 08:41

haz

Which deal is all it seems to be about.

Neill made it clear that what we are excited about is long gone for them, they are far busier and far more excited now than ever because we don't know what they know.

I don't know where it came from but there was a line of something like what we see now will feel ordinary in the future.

It is just confirmation of what is in news and interviews, but it came from multiple staff and DIT secondees to multiple investors. It's a solid confirmation of what's been out there and said all along, but straight from the guys face to face.

We keep going on about how enthusiastic and excited NR and co seem. If certain events come through we will all be very surprised, me included.

Hence the youtube clips, that is not a game. As it stands things are coming and they are big. I can only guess what they are, I've given up guessing.

[fuji99] 07/9/2018 08:40

For the time being the share price is news driven. So stagnation can happen as soon as news dries. But once VRS starts shipping volumes of material, the situation will be completely different because the SP, under another dimension, will be "numbers driven".

[ellissj] 07/9/2018 08:38

Indeed sonny, i reminded you neill had said in that poddy collab updates will be advised ! No problems, nothing to been seen here, move along ! Aimo. Best ellis

[luckyorange] 07/9/2018 08:37

Rich, they use the NGI for verification , they know what they are doing is my assumption so leave it to the experts and they do have plenty of those on board!

[festario] 07/9/2018 08:33

150.35p to sell.

[ellissj] 07/9/2018 08:32

It's 'expected!' That is all. But neill said recent poddy collab updates will be given, just to reiterate. Aimo. Best ellis

[superg1] 07/9/2018 08:30

tini

Yes that was said to me too when Matt, Peter and NR rolled through on the course.

I took it to me Matt was now on other regions of the world.

Spin back and it was made clear the China deal, now potentially multiple deals was to be a business model to roll out global expansion. There were comments like that on the day too.

We know the DIT did an Asia tour with VRS, I asked about that too. So my guess would be Matt is now probably working on the others countries already on the list like South Korea and Japan. Spin back through twitter and you will see NR on twitter "with his new friends" which included some major global names in Japan and South Korea, the DIT took VRS under their wing on that tour.

NR said he is off to US 4 times before the year end, so my guess is his focus is now US expansion.

So yes China is sorted is probably a fair comment. It's just a case of the I's and T's about what to do and who to go re that.

[sonsonnyjim] 07/9/2018 08:30

With you on that one teepee, doesn't mean orders but updates

[haz101] 07/9/2018 08:29

To deal or not to deal that is the question

[1teepee] 07/9/2018 08:28

Just thought within two months from the 19th July means by 19th sept. Is that completely wrong?

[ellissj] 07/9/2018 08:22

£40m originally earmarked 2015 by uk gov for collaborations and investment. Whatever that means ! Best ellis

[ellissj] 07/9/2018 08:17

Of course £120m invested by uk govt to help support emergent 2D materials industry in uk. Best ellis

[ellissj] 07/9/2018 08:14

Rich, In earlier loomis? Poddy, neill said they were using nanene powder into plastic bottles. Best ellis

[tini5] 07/9/2018 08:13

"IT's not IF either, IF wasn't used, it's when."

Am I correct that Neill said that China was a done as far as he was concerned, he had handed that over to Matt who in turn had now called in Peter.

That allowed Neill to focus on the US for this quarter, which would then probably mean Matt would take over from Neill so he could then turn his attention to Korea, Japan and all the other potential deals out there. He used the analogy of making a rugby pass.

I was halfway through a pint of bitter shandy so my recollection may not be entirely accurate ;-)

[superg1] 07/9/2018 08:12

The bears hope now is a fund raise about November. They would hope for discount a tick back and an exit point.

However

As we know with the 1 China deal the word exclusivity kicked in BUT if they want exclusivity it will cost them.

Exclusivity isn't a problem in that regard if those concerned may pay a good amount for it.

What value does China out on a brilliant relationship with the world leading 2D materials country and exclusive access to one of the best companies in the world in that sector.

[ellissj] 07/9/2018 08:12

Sonny, it's collab updates that's promised. How you read it is up to you, and if you have expectations that are not met, then by all means, be disappointed. ;) best ellis

[richafling] 07/9/2018 08:11

I have been building my holding since November and feel informed from the posts and my own research sources. The material strength gains that will be achieved by incorporating Nanene will surely need to be quality controlled to ensure consistent performance gain What I have not found is any indication how that might be achieved in a client manufacturing process using Nanene or other composite master batch additive process. This seems crucial for operational volume users of any enhanced performance material, especially in structural or other critical applicationsHave I missed this aspect somewhere?

[chimpandy1] 07/9/2018 08:06

Remember that this is an artificial drop this morning. This is exactly where we were at close yesterday.

[ellissj] 07/9/2018 08:06

From that july 18 presentation : invest in machinery, 3 tonne capacity - "To support collaborative application agreements." 'Application' stands out there for me. Of course neill has advised in subsequent rns's that collaborations in pipeline. Maybe the increased investment is there to service collabs in the pipeline ! All speculation btw, probaly reading too much into it ? Aimo. Best ellis

[luckyorange] 07/9/2018 08:05

Ahhh, but which news superg, therein lies the problem? Although it isn't a problem really as that is very positive, just wonder if it is something that has been overlooked.

AECOM and the US perhaps?

[superg1] 07/9/2018 08:05

IT's not IF either, IF wasn't used, it's when.

After all they have made it very clear about the talks with 24. Did I dream it's now 36 plus or was that said at the golf day? I heard it somewhere, another PI, the team or a voice in my head after a long day, I can't recall which.

[sonsonnyjim] 07/9/2018 08:01

Exciting stuff super, seems it's VRS in demand rather than us seeking interest in China. As for timelines, I don't think it's unreasonable to be disappointed if one isn't kept, if things aren't clear cut maybe no timeline should be given? Regardless, very excited that aecom are so keen, and us certification is on the cards