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[rafboy] 26/9/2018 08:18

It is clear VRS are expecting significant orders or they wouldn’t agree to tie up the machine manufacturer for 2 years. If you don’t understand that then you shouldn’t be investing. China MOU is also obviously very close and the first tangible order it seems from yesterday’s reports. To me it all adds up to us being very close to the inflection point that will catapult the share price to above £2 and beyond.

[ellissj] 26/9/2018 08:09

Impression i got from his well argued post, is that rid can smell the money lol ! Glalth. Best ellis

And i say that in a positive way btw. All thx to Rid. Best ellis

[club sandwich] 26/9/2018 08:04

If I were NR, as soon as orders and revenues start coming in I'd buy the company that makes the machines (assuming of course it's buyable, we don't know who it is). Sod a 2-year exclusivity - how about exclusivity in perpetuity? Now *that* would be a moat worth having!

[ellissj] 26/9/2018 08:03

I agree mindful, seems the collabs are rolled out on a non exclusive basis for instance, no matter who the firm is? (Exception is greentech india, but they are also an agent there for tyres, so different type of collab). Best ellis

[grabster] 26/9/2018 08:03

".. this information gives the sense of the scale we are talking about, particularly when coupled to Neill’s comments on Viacom where he talks of the Nanene quantities being involved with that collaboration as staggering..."

What comments on Viacom?

EDIT: Ah - from comment below I see that was meant to say AECOM.

[rogerbridge] 26/9/2018 08:00

Excellent write up Ridicule.

[ashehzi] 26/9/2018 08:00

Re. DAFAD26 Sep '18 - 07:28 - 36594 of 36597

The only thing I like is

... to exploit the $378bn (graphene) application market.

[ellissj] 26/9/2018 07:57

Yes superg, i remember too neill did say that re sparkies. Atb. ellis

[superg1] 26/9/2018 07:51

Euclid

Easy answer and we have covered them before.

They only ever say G+ in news not what grade of G+. As pointed out before near all Directa do is graphite. Many layer graphene which is graphite is imo suitable for such use. Many that do the many layer talk of 'graphene' in concrete.

Some here mention concrete and AECOM, I don't think it's anything to do with concrete at all, more about advanced composites, adhesives etc and that type of thing.

I haven't checked but someone told me that in the AXIA interview NR said something like he feels sorry for electricians

That to me sounds like inbuilt electrical circuits into advanced composites using graphene. I'll have to check the interview, I didn't notice it at the time.

[ellissj] 26/9/2018 07:38

Vrs do graphene oxide to cpi tender spec i believe, so know what it's capabilities and limitations are. All our collab partners choose +nanene and graphinks to work with. Chinese garphene not of the same quality per agm reports. Aimo. Best ellis

[runthejoules] 26/9/2018 07:35

It ain't proper graphene and it ain't proper income but good luck to them, those Italian boys have got connections (in Italy)...

[dafad] 26/9/2018 07:28

This co is making some bold claims

[ellissj] 26/9/2018 07:27

Indeed club. Hopefully tomr a biggy lands ! The 3 tonne pa capacity just to fulfill the collabs is a major step up from 12 mos ago ! Btw, the global competition is in regard to next gen battery tech. And it seems vrs/gnano are well placed here. Aimk. Best ellis

[adejuk] 26/9/2018 07:26

competition is good for business and given the potential global market i would be delighted with even 5%

[euclid5] 26/9/2018 07:21

SuperG1, what's your feedback on the below news from DCTA today please?

World's First Road Surface Containing Graphene



Directa Plus (AIM: DCTA), a producer and supplier of graphene-based products for use in consumer and industrial markets, announces the re-surfacing of the first road in the world with a supermodifier containing graphene. The road surface, on a section of Rome's Strada Provinciale Ardeatina, is part of a commercial test of Ecopave, which is based on Directa Plus's Graphene Plus (G+) graphene product. Ecopave has been developed by the Company with Iterchimica, an Italian based world leader in products that enhance both asphalt performance and the laying of road surfaces in order to increase safety, environmental sustainability, and efficiency.



This phase of testing for Ecopave follows successful laboratory tests which showed that Ecopave can increase fatigue resistance up to 250 per cent, extending significantly the service life of the road surface at a lower life cycle cost than existing tarmacs. Ecopave increases materially the surface's physical and mechanical performance by increasing resilience to deformation and by decreasing sensitivity to variations in ambient temperature. The test involves the refurbishment of the two upper layers of a 1 km-long section of Strada Provinciale Ardeatina and is being carried out by Iterchimica with University La Sapienza (Rome) and the Metropolitan City of Rome which will constantly monitor the performance of the road surface.



Ecopave is the result of a three-year research programme with a patent filed in 2017. New technologies such as Ecopave and the rejuvenation of old paving will help to meet Italy's Green and Circular Economy standards. Once laid, Ecopave can be 100 per cent recycled which can reduce the extraction of new materials from quarries and first-use bitumen.



Commenting on the news, Giulio Cesareo, Founder and CEO of Directa Plus, said: "Environmental sustainability is one of our core values, embedded in our whole production process and in the life cycle of our products. This application is perfectly in line with our values, enabling us to help to create roads that last longer thanks to our G+ family of products. It is another example of the wide application of G+ technology into large established markets where we can materially improve product performance. The Ecopave opportunity is substantial and we look forward to a time when motor vehicles with tyres containing G+ drive on roads surfaced with tarmacs containing G+."



Federica Giannattasio, CEO of Iterchimica, added: "Our supermodifier with G+ showed outstanding results in the lab tests. The road service life significantly increases thanks to the increased resilience of the asphalt, which becomes more resistant. With this field test we can prove that this technology can provide better roads, that are more sustainable and with less maintenance needs, with consequent benefits for public authorities, citizens and general contractors."

[sonsonnyjim] 26/9/2018 07:18

Club NR did say graphene oxide is what theyre concerned about. I think 12 months to have something started in China and some orders is reasonable expectation surely

[club sandwich] 26/9/2018 07:16

Elliss - I sure hope a decent-sized order arrives before 12 months! If the production lines and machinery don't need modifying to take nanene an order *should* arrive as soon as testing is complete and the client is satisfied of its quality and efficacy? All other things (eg price) being equal, of course..On a side note: NR said there was a global race on. With *who*? As far as I can see VRS is in a class of one for the very highest-quality nanene?

[sonsonnyjim] 26/9/2018 07:15

Dafad rns is encouraging that graohene is becoming more widespread, but like the wrightbus deal I wonder why we aren't at that stage yet, different target markets presumably

[haz101] 26/9/2018 07:10

Thanks for the update ridicule

[ellissj] 26/9/2018 07:10

China and the usa is all about getting the right deal. The mcap has trebled since start of this year and 10 fold in 12 mos based upon forward opportunity. We have an exciting battery proposition on board now. The blue sky has just got bigger. But It's fair to say there is now a real expectation of decent orders materialising in the short term, next 12 mos. Aimo. Dyor. Besf ellis

'Within' next 12 mos. One could land next week imo. Best ellis

[dafad] 26/9/2018 07:09

Any thoughts on Directa Plus rns this am re graphene enhanced road surface

[ellissj] 26/9/2018 07:00

Indeed ridicule. Astounding progress the past 12 mos and vrs are well positioned to take advantage of the opportunities ahead. This a likely a transformational share for holders ahead, and neill and co can only be congratulated for where we are now and likely to be. With so many collabs in so many sectors, the share is effectively derisked. Hard work and patience will get us there. And neill and co must be congratulated that all of our collabs are still live. To deal successfully with such interest suddenly, the majority in the past 12 mos, shows vrs is a tight ship and very efficient. It's all about making the vision real and the next 12 mos look to be very exciting in this regard. Akmo. Glalth. Best ellis

[grabster] 26/9/2018 06:59

Thanks Ridicule. Nice post. And my thanks again to all who have provided such valuable feedback from the agm. I cannot recall another stock, in my decades of investing, where an agm has produced so much!

[sonsonnyjim] 26/9/2018 06:56

Club me too, my other impression was that Neill wants to take a working end result eg a nanene enhanced battery made with gnanomat and zap and go to China as evidence of what we can do beyond laboratory results. That's my own speculation