Versarien Share Discussion Threads

[sandbag] 04/10/2018 21:10

Primary bid,
(Long winded gripe against AJ Bell)

As my wife and I have our portfolio in ISAs and a SIPP I have had to open a trading account to receive the shares from PB. Having previously had trading accounts with Selftrade and AJ Bell (when it was SIPPdeal)I decided to re-open an account with one of them. I chose AJB as my ISA with them has the smallest value of all our ISAs, and, I'm thinking of eggs in baskets, spreading risk etc. Mistake! Despite having a substantial ISA with them they wanted a recent statement from my current account showing my name and address. My Current Account is with HSBC. They don't put one's address on the statement. I also have a flexiloan (superb for immediate requirements such as a PB offer) with them which does. Put together it's obvious that the Current account refers to me. This method of proof has previously been accepted by Selftrade, Iii and HL. But AJB were adamant that they would not accept this. So, this evening I've been on the PB site and changed my broker to Selftrade. Tomorrow I shall also transfer my ISA elsewhere. I did this some years ago when I wanted to do a Bed and SIPP but they don't do one. Transferred to HL and they were a dream.
For those on here who have complained about Barclay's do not transfer to AJB. It's your money, don't be afraid to vote with your feet.

[ellissj] 04/10/2018 21:04

I thought neill said dr andrew went a year ago lucky ie 2017. Maybe just the way i heard/mis-heard it ! Atb. Ellis

[superg1] 04/10/2018 21:04

Apologies if it’s already been posted



I see the FT has an article about graphene going from hype to reality too.

Over the next year I suspect the real market will start to catch on.

Battery talk in it’s own will light some fires.

[luckyorange] 04/10/2018 21:01

No guess needed ellis, Neill mentioned it in the podcast.

[ellissj] 04/10/2018 20:49

Of course, this paragraph stood out, and might explain why we now have a sales rep in S. Korea ! They must be impressed by vrs gov and uni links, and by the top notch products ! Glalth. Best ellis

"The first program had a similar format to the upcoming second trip, with pre- and in-country briefings detailing the differences in how business is performed in South Korea compared to the UK, as well as visits to South Korean companies and research institutions.

The visit was a success with companies networking and ongoing discussions occurring for multiple companies around future collaborative projects."

I guess Dr. Andrew Deakin represented vrs ?

"The chief technical engineer at Versarien who represented the company on the trip said:

Our focus is definitely on 2D materials, which have very good thermal conductivity properties.  The visit was really well organised and the companies we met were good and relevant. It has opened up the opportunity for future collaborations with potential industry partners."

[ellissj] 04/10/2018 20:45

Found this innovate blog; VRS Axia collab features in the write up ! Next visit promoting advanced materials to Korea is this November. First visit was in March. I imagine vrs have a decent chance of being on this trip as well ! Aimo. Best ellis

"innovation visit to South Korea - advanced materials

Posted by:Ellen Pope, Posted on:14 September 2018 - Categories:advanced materials, Enterprise Europe Network

Are you an SME working in the advanced materials space? Does your work have applications in transport and mobility?  Do you want to break into international markets or increase your international collaboration?

This could be the right opportunity for your company. This November Innovate UK and the Enterprise Europe Network are running their second visit to South Korea for businesses focused on advanced materials for mobility. The visit will give successful applicants the opportunity to visit research centres, meet South Korean companies and attend international exhibitions.

The aim is to develop strong international partnerships for future collaboration and commercialisation.

Why South Korea?

South Korea is a country which has experienced spectacular growth and is the 11th largest global economy.  Whilst South Korea is heavily dominated by the large chaebols (such as Hyundai, Lotte, Samsung etc), the government’s current R&D innovation strategy focuses on greater investment into SME's and aims to stimulate international collaboration.  This is the optimum time to form partnerships with South Korean companies. There is a strong composites industry in South Korea which has had significant funding into the automotive and aerospace industries and the development of new carbon fibre technologies.

Recent collaboration between the UK and South Korea within this sector saw the launch of the Advanced Manufacturing Research Centre in Jeonju City, resulting in a market offering significant opportunities for UK companies who are developing advanced materials for mobility in the following key focus areas:

Composites
Light weighting
Carbon fibre
High performance materials

Mission..

In March 2018, the first advanced materials visit went out to South Korea to network, meet potential collaborators and investigate the potential for UK-South Korea collaboration. Consisting of two groups, made up of representatives from Innovate UK, KTN, EEN, the HVM Catapult and numerous companies from the advanced materials sector.

The first program had a similar format to the upcoming second trip, with pre- and in-country briefings detailing the differences in how business is performed in South Korea compared to the UK, as well as visits to South Korean companies and research institutions.

The visit was a success with companies networking and ongoing discussions occurring for multiple companies around future collaborative projects.

companies...

One UK company, Versarien, signed a collaboration agreement with AXIA Materials. Versarien, which is listed on the Alternative Investment Market, is a pioneer in manufacturing two-dimensional materials, especially graphene, which has heat transfer properties which are particularly attractive to the Asian IT industry.

The chief technical engineer at Versarien who represented the company on the trip said:

Our focus is definitely on 2D materials, which have very good thermal conductivity properties.  The visit was really well organised and the companies we met were good and relevant. It has opened up the opportunity for future collaborations with potential industry partners.

The National Physics Laboratory and Altitude Tech also hosted NNFC, KAIST last month on the back of the first program.  The first visit showed the amount of potential available to UK companies in South Korea in the advanced materials space.  It also showed how important initial meetings and networking is to collaboration within South Korea due to the differences in how partnerships are made and grown.

So, if you’re an SME and think your innovation could benefit from collaboration with South Korean companies then you may want to consider this opportunity.

How to apply

The chance to join Innovate UK and the EEN on this trip is via a competitive process which is now live.

Successful companies will have flights, accommodation and meals for one representative funded through the global business innovation programme.

The programme also includes pre-visit and in-country briefings providing market information and advice on how to do business in South Korea, along with training on how to improve your pitch and protect your IP.

Companies will get exclusive access to the Korean advanced materials sector and the opportunity to meet key companies and research organisations.

The company profile will appear in the visit brochure to be distributed to the South Korean advanced materials sector as well as targeted, pre-arranged meetings at an organised matchmaking event.

Key dates

How to apply and eligibility can be found here, key dates shown below:

Applications close  - 25th SeptemberApplicants notified of the outcome by - 28th SeptemberPre-visit briefing event - 10th OctoberFly to South Korea - 11th November

[spike_1] 04/10/2018 20:42

chopsy - not a fantasy at all, which I'm sure you can readily understand.

Best wishes / keep smiling

Spike ;0)

[chopsy] 04/10/2018 19:57

Div: my fantasy RNS includes deal with Jinan, 3 yrs free factory rent, min 1 tonne p.a. GNP order, absolute secrecy/security, ability to sell to other clients locally, exact prices/volumes NDA, flotation of VRSHK on HK stock market, 10% stake taken by Jinan for £10m, 23% free float via IPO instis and retail, 67% stake retained by VRS plc.

What's not to like?

[diversification] 04/10/2018 19:42

For what it is worth, I think the next RNS will be another LOI with an interested party from China.

Feel it in my bones.

[diversification] 04/10/2018 19:38

I would be happy with a 1% market share. Would more than justify today’s market cap on SG’s figure alone.

Been investing since I was 13 years old, now is the time for my first 10 bagger. Only 900% to go :-)

Edit: that’s the problem with averaging up!!

[mryl] 04/10/2018 19:32

Superg
Thank you for your answer. So basically the potential is staggering, but it's anyone's guess what will be the actual size of the graphene market in the future and more importantly what will be Versarien's share of this market... Also on the short-term, I suppose many people will see the share price rise following a MOU in China as a sell opportunity, while I would personally see it as a strong reason to hold/add, because if that one is signed then what about the other 50+ collaborations?

But $200B in China alone.. if we want to be realistic, that would surely have to be in at least 10+ if not 20 years no? That would already be amazing if it is 5% of that in 5-10 years!

[ashehzi] 04/10/2018 19:19

I agree turbo if the time is correct in true sense. There was alot you could buy then if i remember.

[turbocharge] 04/10/2018 18:44

Cheek212, I suspect that trade of 100,353 (@ 173.5476) reported late was a buy - it's reported to have taken place at 09:28:09 when the bid/offer was 170/175.

[club sandwich] 04/10/2018 18:40

I'll take 500bn g at an average 10p/g...

[realcooltrader] 04/10/2018 18:35

Let's hope so, guys.

[cheek212] 04/10/2018 18:11

There's a large sell popped up from this morning, for an usual amount. I wonder if this is the last of the stock from Herald that Sg was talking about earlier.

[luckyorange] 04/10/2018 18:11

The end?

04-Oct-18 09:28:09 173.5476 100,353 Sell* 175.00 182.00 174.16kO

[superg1] 04/10/2018 18:10

Mryl

I haven’t got a clue.

What I have learned on listening to those with experience of China is that the Chinese would produce Nanene then create the demand.

The Chinese are graphene barmy and sent some stocks connected to graphene soaring.

If we go by what was said at the time it became a topic then the answer would be a hell of a lot more than now.

At the time the Chinese in their country alone it was talked of as a $200 billion graphene market.

If the market in the future hit 10% of the rubber and plastics with 1% average loadings then the demand would be over 500,000 tonnes or in our gram terms 500 billion grams.

So while figures may seem mad they are not if graphene takes off.

You can see the fun VRS could have with a forecast. Forecasts are pointless in a new industry. The city seems to insist on them, it’s just fiction unless there are contracts involved so what is the point of them.

[lovat scout] 04/10/2018 17:49

Cdub
The long awaited eventuality of bond yields rising and the bond proxy shares falling in a rising interest rate environment is no surprise to anyone. It’s the change of the predicted pace of the interest rate rises in the US that have caught some investors by surprise, hence the market turbulence.

I’m not sure that swapping a sound large company’s shares paying reasonably secure and predictable dividends and growing steadily for a 30 year US Govt bond with a gross redemption yield of 3.25% is a great trade unless you think Armageddon is around the corner!

VRS would fall too in a market rout but given the transformative nature of the industry it operates in, would most likely bounce back quickly.

DYOR AIMHO etc.

[cdub1] 04/10/2018 17:45

Also from a microeconomic viewpoint, the exposure to higher interest rates (due to the bond market crashing) is minimal in Versarien's case due to low net debt levels. We are also not as subject to consumer demand, especially in our young "embryonic" state and our product is not a luxury item . Our products will become essential new components of vital new industries (battery storage, wearable tech etc) that the world desperately needs the coming few years and our products enhance existing materials providing cost-savings and market expansion for existing corporations.

All-in-all we can easily weather the next financial crisis IMO!

[ridicule] 04/10/2018 17:18

cdub1 My thoughts as well.

[ridicule] 04/10/2018 17:17

The closing banter on when they would meet or talk again on a podcast was interesting. It could almost indicate it could be tomorrow. Justin would know, even if he did not know the content?

[squire007] 04/10/2018 16:43

I bet a gov official found our new Korean family member ... ;-) Liam good job lol

[festario] 04/10/2018 16:40

SuperG, are you certain that there are people with sizeable amounts in bad positions here? I'm not so sure, I think most of them just pretend, so they have a chance of saying 'told you so', without actually committing any money.