Versarien Share Discussion Threads

[rafboy] 21/9/2018 08:39

NR’s latest tweet, LOL.

[mikebrenner] 21/9/2018 08:38

It's also in providing end Graphene enhanced products by locking in IP across the supply chain rather than just manufacturing Graphene e.g Graphene enhanced composite panels, packaging etc ... there is a lot of focus here by VRS

[superg1] 21/9/2018 08:38

Could it be the that searchlight it out looking for someone.;-)

[mikebrenner] 21/9/2018 08:35

... Or they may want to act faster than their competition with life changing gains to their products to allow them to increase revenues and margins - if VRS and their Nanene, Hexotene and graphinks can provide that performance and they can show how they can de-risk and speed up scale up into their manufacturing processes due to their broad relationships with UoManchester and UoCambridge, govt catapult centres and the NPL then they are in a very good place. PS I've not seen any other Graphene companies who can manufacture at scale with the latter support which is crucial for that first foray into a new area ...

[john henry] 21/9/2018 08:33

Would appear the market switched back to normal supply demand yesterday afternoon with demand now a lot higher than supply.
Should see a strong day with the general market having a bullish day.

[alchemy] 21/9/2018 08:32

Rothschild knew we'd won the battle at Waterloo. Sold a dummy, went long.

[festario] 21/9/2018 08:25

Bidding way over 169p now.

[squire007] 21/9/2018 08:25

Nanene is our trademark ........... that's the quality they want ...:-)

[anotherdrink] 21/9/2018 08:25

With this share I find it easy to get ahead of myself - one block at a time.

[spike_1] 21/9/2018 08:25

john Henry - looks like you were right re filling gap then moving up ;0)

[tini5] 21/9/2018 08:25

Sorry Taurus, lot of potential choice? That would depend entirely upon what degree of quality you're prepared to pay for.

There is plenty of choice if you want sub-standard graphene or graphite masquerading under the graphene banner.

Not many to choose from though at all if you want few-layer "wafer thin" quality graphene.

[club sandwich] 21/9/2018 08:21

"and a lot of potential choice"

well they don't have much choice if they want top-quality (small laterals, few layers etc) graphene...

[festario] 21/9/2018 08:21

I've always liked John Henry, and I will not hear a word against him.

[taurusthebear] 21/9/2018 08:19

anotherdrink - because any companies thinking about a contract with VRS have a lot of thinking and a lot of potential choice, and given that they'll want the best deal possible, may wait until all other options and competition is examined. Hence the value of the first real VRS deal. Then the race might start in earnest..

[club sandwich] 21/9/2018 08:16

another - well my own opinion (tho I might be wrong) is that there simply wouldn't be the machines to make the nanene available in that time frame, hence clients wouldn't sign contracts. This is why I'm so keen to hear more about the JV with the machine manufacturer...

[bootie64] 21/9/2018 08:14

Disappointed that rainbow hasn't posted this morning.
Gone out to get some new trousers after the scare yesterday? :o)

[anotherdrink] 21/9/2018 08:14

'once multi-100T or -1000T orders start dropping in a year or 3' - why not contracts (not actual production) this year or pre-easter 2019 for these amounts or is this timescale too near term?

[john henry] 21/9/2018 08:08

fill the opening gap then move up.

[pshevlin] 21/9/2018 08:07

Probably going to get traders jumping out with a very small profit today.

[johnveals] 21/9/2018 08:06

And let’s not forget the other 2000 2D materials.

[lovat scout] 21/9/2018 08:05

Taurus - imho a franchise and royalty type strategy is the goal for VRS given the nature of 2D materials. How they get there is the interesting part!

[pshevlin] 21/9/2018 08:04

Also from leasing out the IP taurus.

[spike_1] 21/9/2018 08:04

Looks to me (no expert) that Singer have a very keen buyer, we'll see how long they stay on the bid.
Edit: nope they don't seem to I guess.

[club sandwich] 21/9/2018 08:03

dude, once multi-100T or -1000T orders start dropping in a year or 3 I don't think a multi-billion MC is going to be an issue...

[superg1] 21/9/2018 08:03

All 10p spread except Singer who are back to a 5p spread.

They only time they used to do that was when Katie was giving them some shares so perhaps she contributed to the recent selling and it started to run dry yesterday.