Versarien Share Discussion Threads

[mjatkin82] 09/10/2018 15:32

Only thing I’m debating at the mo is whether to top up now or let Tim/Log and his Merry men keep bringing the price down for me. Wonder when Wshak is coming to join the fun. Wouldn’t be at all surprised if Sonny was their man on the inside to befriend the board (mostly failed), the village idiot to constantly ask questions about timescales and the board’s LTHs price projections. All just my opinion of course. Looking forward to another top up soon.

[herschel k] 09/10/2018 15:31

log,

have you actually done ANY research whatsoever regarding the quality differences between the different types of graphene?

ANY at all?

from your posts on here, I'd suggest you haven't.

essentially, what you are trying to say is that others are selling graphene in significant volume, so why aren't VRS?

if you'd done the research regarding the quality difference, you'd already know the answer.

XGS are selling graphene........but it isn't 90% single or few-layer (<10) graphene, and it isn't yet profitable.

I refer you to my post from the other day re: android and iOS.

I'm happy to wait for all the ducks to be lined up and a quality product to be sold at a quality profit, thanks.

H

[grabster] 09/10/2018 15:30

"... and (XG) are valued by the market at 1/8th the price. (of VRS) ..." (loglorry)

And perhaps that's because the market regards them as being worth no more?

PS: I love this CSI analyst comment on XG Sciences "The company does not provide operating statistics"

[ellissj] 09/10/2018 15:22

I see neill turning a negative into a positive on twitter with great aplomb ! Glalth. Best ellis.

[loglorry1] 09/10/2018 15:21

@magicbeans thanks for that. I think we'll see H2 revenues up and 2019 even stronger. They just did a capital raise to that end. May not happen obviously but they are selling much more Graphene than VRS and are valued by the market at 1/8th the price.

The GEIC video posted recently has a projected entire Graphene market size of $300m by 2025 (from memory). That's an absolutely tiny market size if you think about it properly.

I know you've all got very excited but when you think rationally you may well have been sold a bit of a dummy by NR and his crew.

[magic beans] 09/10/2018 15:09

Tim/log
XG 2018 q1 revenue $886k
XG 2018 q2 revenue $850k

Growing sales strongly?

P.s. Did they ever successfully sue their investor (Posco) for failure to pay royalties? Ever wondered why they refused payment?

[pshevlin] 09/10/2018 15:08

"I hope they have good lawyers and their assets in someone else’s name."

I don't!!

[club sandwich] 09/10/2018 15:07

"During the visit of the Supercarbon Gaphene Center, we discussed the business model of graphene industry parks in China funded by either the central government or by private investors. China’s rapid pace in graphene commercialization is quite astounding and government support is plentiful in the form of multi year tax exempt status, reduced or waived rent on the land on which these industry parks are built, infrastructure etc.

That being said, with the massive incentives and funding available, many companies with little potential get put on life support and live much longer than they should. That is perhaps a problem we see more clearly in China ….MANY MANY graphene contenders, companies, startups but difficult to weed out the ones with true potential from the ones artificially sustained by constant infusion of cash. The bubble will most likely burst at some point."

sounds to me like VRS better pull their collective finger out and get in there!

[ellissj] 09/10/2018 15:05

Thx grabs, 'thermal management!' Hexotene anyone ? Best ellis

[squire007] 09/10/2018 14:57

Zap&Go doing big things ..... all part of the bigger picture :-)

[lovat scout] 09/10/2018 14:56

If people want to short shares that’s fine by me as long as they play by the rules. Nothing wrong with a group of bears getting as excited as some of the bulls do.

As long as they play by the rules....if there has been foul play around the PB fund raising and/or bears have collaborated to simultaneously try and manipulate a share price lower I hope they have good lawyers and their assets in someone else’s name.

AIMHO etc.

[grabster] 09/10/2018 14:54

Next week in Texas..

see below

[grabster] 09/10/2018 14:54

Only days away - (Oct 15-17) and Versarien involved:


(click 'Advisory Board', Neill Ricketts among those shown)

Neill also listed among speakers:



EDIT: Zina Jarrahi Cinker's blog entry dated 25 Sept:

Just got back from Shanghai. Many thanks to Johan Liu, for inviting me to the 2nd Sino-Swedish Graphene Innovation High Tech Forum.

It was a great meeting focused on the topic of thermal management which is actually one of the areas I see graphene adding quite bit of value especially in electronics & semicon industry. We saw an intriguing presentation from Lenova but unfortunately it was in Chinese and made me wonder once again why I am not learning Mandarin. ( The graphics seemed quite compelling though)

During the visit of the Supercarbon Gaphene Center, we discussed the business model of graphene industry parks in China funded by either the central government or by private investors. China’s rapid pace in graphene commercialization is quite astounding and government support is plentiful in the form of multi year tax exempt status, reduced or waived rent on the land on which these industry parks are built, infrastructure etc.

That being said, with the massive incentives and funding available, many companies with little potential get put on life support and live much longer than they should. That is perhaps a problem we see more clearly in China ….MANY MANY graphene contenders, companies, startups but difficult to weed out the ones with true potential from the ones artificially sustained by constant infusion of cash. The bubble will most likely burst at some point.

China is rapidly becoming a force to be reckoned with in Graphene. It is important for us to gain full understanding of the Chinese graphene landscape. Furthermore, as I often say.. Graphene is a Global Material, its full potential is not going to be realized without closeknit international collaborations and partnerships.

I very much look forward to my next trip to China.

[phoenixs] 09/10/2018 14:51

are they now going on about XG?? Again and again. XG Science has blown tens of millions of US$ the last of it being supplied by DOW which took control ofthe ip for whatever that may be worth. Kellaway golf balls....the amazing industrial revolution which uses graphite to do what?? Send the golf balls further? Direct the golf balls to the greens??? LOL.

Meanwhile back at the genuine world leaders in graphene..collaboration agreements with numerous multi billion £/$ corporations worldwide ...etc etc....no more needs to be said.

[onone2] 09/10/2018 14:50

runthejoules
9 Oct '18 - 13:54 - 38938 of 38963
0 1 0
'may be a float on the nyse to coincide with the Hongkong exchange.'

Hahahaha F off 🐑 🐱 What are you 12?

rtj it is a possibility ! it may also be a possibility that they may move to the main market when the collaborations/china/usa/korea are signd off,

you need to lighten up go for a walk take in some vitamin d,the share price will find its own baby sitter

[forestfred] 09/10/2018 14:48

Goodbye (filtered)
Loglorry1
Perhaps will speak to you when you are invested in Vrs
Ff

[club sandwich] 09/10/2018 14:47

"We hoped for something by June"

No we didn't - the *Chinese* did. It was *their* timescale to be up and running by June/July, not Versarien's.

But yes, an update would be good. Don't think we're going to get one, though...

[loglorry1] 09/10/2018 14:45

xgs sell their graphene like product at a loss.... great business sense 😆
---------

VRS don't sell at all except in tiny quantities as samples. VRS losses per Kg must be astronomical once you pay the cost of trying to sell it, manufacture etc.

If you want to look carefully you'll see that XGS are growing sales strongly and margins will improve dramatically as they scale up. VRS are miles behind.

[diversification] 09/10/2018 14:44

I would love to see an operational update on international expansion given the fact we have had no material update since January. We hoped for something by June. Surely we can get a bit more meat on the bone to manage expectations.

[squire007] 09/10/2018 14:43

NR said aim mkt will be home for the next few years...

[jointer13] 09/10/2018 14:38

blow the shorters away.

[richardc77] 09/10/2018 14:38

People will often do anything to make money, no more or less today than 1000 years ago. It is wasted emotion to care imo.

[onone2] 09/10/2018 14:38

rtj it is a possibility ! it may also be a possibility that they may move to the main market when the collaborations/china/usa/korea are signd off,

runthejoules
9 Oct '18 - 13:54 - 38938 of 38963
0 1 0
'may be a float on the nyse to coincide with the Hongkong exchange.'

Hahahaha F off 🐑 🐱 What are you 12?

you need to lighten up go for a walk take in some vitamin d,the share price will find its own baby sitter

[jointer13] 09/10/2018 14:38

a nice rns in the morning would be very nice,

[turbocharge] 09/10/2018 14:32

It is patently clear that those who decided to short VRS, and now find themselves sitting on big losses will use every possible opportunity to try and drive down the VRS share price. Loglorry Kempster is simply using the XG Sciences ‘stick’ to beat VRS, for no other reason than his desperation to get himself and his friends out of a sticky position. He and his band of shorters are no friends of XG either, and no doubt will use the same tactics if and when XG gets listed. Wolves in sheeps clothing.

And kudos to XG if they have managed to get their product being used commercially, however there’s a huge and growing demand out there for real graphene, so no worries for VRS. It is sad to see that people can sink to such depths in order to fulfil their own ends. In my view dishonesty and scare tactics will not work for the seasoned investor of VRS. People have already sussed this merry band of shorters a long time ago. Not worth engaging with.