Versarien Share Discussion Threads

[axotyl] 07/10/2018 06:21

Doc Cowie doesn't exactly have a 'minimalist' portfolio:

. (hopefully not a pay-wall)

He might be a bit fazed by 'our' one-track mindset?

[mike/homeruk] 07/10/2018 05:52

Tweet from Ian Cowie says 'Regret left it too late and Versarien will be ‘one that got away’. Sunday’s column should explain...' - whatever that means

[sonsonnyjim] 07/10/2018 00:46

Disappointing

[owenga] 07/10/2018 00:30

No article by Ian Cowie in Sunday times on Versarien. Maybe next week.

[tomduck] 06/10/2018 23:17

Sunday Times early edition out in London shortly...

[superg1] 06/10/2018 22:44

I just did a search on the words China and graphene. The first hit was this which sums it up nicely.

The hype around graphene comes as China lacks a clear standard for the material and related applications, according to experts. ... “Graphene has to show its extraordinary qualities when added to improve existing material,” he said. “The thin graphite sold in the market cannot be called graphene.

[alchemy] 06/10/2018 22:40

Why not go for the features advantage and benefit of our product set? Rather than any game play?

[pcjoe] 06/10/2018 22:14

I think having LOIs with one or numerous Chinese entities is likely leverage enough for a visit to the states at this time - I'm sure Neil can leverage that fine without putting our IP in undue premature danger - he can spin it along for a while yet as far as I'm concerned - Got to be belt and braces on that one

[sonsonnyjim] 06/10/2018 22:07

Chill pill good points. It does seem tobe the focus though, if we can't get it done it may affect US as Neill has admitted wanting to use a China deal as leverage

[chillpill] 06/10/2018 21:28

The stockmarket historically does not put too much value on a contract out of China. One of the same magnitude with a leading Western company has a much greater impact on valuation.

I see Chinese/UK Govt relations have just taken a bit of a bit with the FT Editor being refused a Visa to HK.

It good that VRS have lots of irons in the fire and not hanging their hat on a Chinese deal.

[hew] 06/10/2018 17:41

SG, re your comment on my thoughts that the initial scale of a China deal may not be as overwhelming as we might hope and so may not immediately have a big impact on the share price

I must emphasise my focus on "initial". And I referred to a subsequent build up, perhaps quite fast.

I share your view that the overall scope of any deal that Neill is likely to sign will not be of low value! I've no doubt it will be at least good and likely very good for the company and shareholders. But the Chinese may not wish to sign in blood for the whole of a wide-ranging medium/long term arrangement before there is anything operational and satisfactory on the ground.

So I can envisage an initial core deal signed off for a significant size - certainly not minor! - with lots of projected extensions. Those on, say, a MOU basis subject to terms about satisfactory operation and output from the initial stage. The partitioning of any JV structure could also be dependent on progress. I'm very confident that anything Neill signs will be rewarding both near term and long term and, rather importantly, be business that he knows VRS can implement and carry through. Lots of UK support from our people in China will be available to underpin the wider matters - DIT's purpose.

In my post I suggested that the agendas and priorities of VRS and our Govt. may not be identical. Closely aligned of course, but one point of difference may centre on what financial return we get initially. (Assuming we don't get "the lot"!) We of course want that to be very substantial and as much as possible - else no deal - whereas the Govt. primarily "want a deal", and will be less concerned about maximising the size of any initial payment. And they are able to exert some pressures!

You may not know as much as Neill and I know far less than you, but hopefully we will both know more very soon - Monday?! Roll on a really big deal!

[jointer13] 06/10/2018 17:23

most reporters are ignorant...too lazy or not enough time to do a thorough job.

If the man has done some decent research then we know there is a good report on its way.
I am looking forward to it.

[20pc] 06/10/2018 17:14

I wonder if Nanene will be tested in this Aecom project.

[alchemy] 06/10/2018 17:13

By which I mean I hope he gave him both barrels and some special insights.

[alchemy] 06/10/2018 17:05

Nor does NR !

[shavian] 06/10/2018 17:02

Don’t know why people seem so apprehensive about the Ian Cowie article reputedly coming out tomorrow. The assumption seems to be that Cowie is a typical ignorant hack seeking to write negative articles on any British enterprise. In my experience this would be a misconception, as most of his articles are wide-ranging, Growth-orientated and positive about British companies. Let’s hope he sticks to this theme for tomorrow. Having now spoken with NR he has no excuse for getting it wrong.

[realcooltrader] 06/10/2018 16:59

That'll be the 18 billion USD annual turnover small company Aecom will it?

Oh, and Gloucester has beaten Wasps, must bode well for next week :-)

[sonsonnyjim] 06/10/2018 14:17

Also superg you were guessing 1-2 months for China, surely aecom etc wouldn't be in that time frame. Is your other short term good news still ongoing?

[sonsonnyjim] 06/10/2018 14:16

Superg - seemed China was nearer at the AGM? Just speculating but the time taken for smaller compankes to even just be on second samples doesn't really suggest to me anything is that near with say Aecom? We'd also need a production facility to accommodate I assume

[superg1] 06/10/2018 14:05

Suspicions in posts long back becoming reality Pc.

Haydale made the forecasts and haven’t hit them. Very few do. All forecasts do is serve an agenda for those that insist on them.

VRS won’t do one for graphene as it would be fiction. It could be well over the actual or way under.

We seem to be back on China talk but I think short term futher material news re Aecom or Axia could be big.

It was quite clear that VRS staff were buzzing re the potentional re Aecom.

[pcjoe] 06/10/2018 14:03

It will be the real deal Clubbie & more to the point it will exist


Cant guarantee the same for XG Sciences or the many like them

[club sandwich] 06/10/2018 13:58

"The expansion has added 90 metric tons of graphene nanoplatelet production capacity, bringing the total capacity of the facility up to approximately 180 metric tons and enabling the formulation of up to 18 million kilograms of advanced materials per year. Phase two of the expansion is expected to be complete by year-end and will result in up to 400 metric tons of total graphene nanoplatelet output capacity at the facility."

that will be VRS in a few years - except that their product will be the real deal...

[pcjoe] 06/10/2018 13:57

From Jan 2016

XG SCIENCES INC IPO - NASDAQ.com
www.nasdaq.com/markets/ipos/company/xg-sciences-inc-778794-80236
27 Jan 2016 - Exchange, OTCBB. Share Price, $8.00. Shares Offered, 2,000,000. Offer Amount, $16,000,000.00. Total Expenses, $165,465.55. Shares Over …



Same "Initial offer" from June 2018

"Prospectus 1723993 shares of Common Stock of - XG Sciences
hxxps://xgsciences.com/.../XG-Science-Inc-Final-424B3-Prospectus-as-Filed-with-the-SE...
26 Jun 2018 - This is the initial public offering of common stock of XG Sciences, Inc., ...... of common stock at a fixed price of $8.00 per share to the general …"


Looks like the Mug punter cash raised comprised approx. 230K shares at $8 dollars first time around - just 173000k shares to go for IPO?....

[nopedigree] 06/10/2018 13:49

It was a post by LO but relates to a post on LSE, see the link at the bottom.

Cheers

Nopedigree