Versarien Share Discussion Threads

[club sandwich] 11/10/2018 06:46

"Three weeks , three months and three years are now significant for VRS (November, January and 2021)."

eh?

[luckyorange] 11/10/2018 06:44

Quite right fred, the step change has been instigated with so many factors working in favour of VRS.

Gnanomat must really have something good for VRS to react so quickly and what has NR shown Roberto to prove that VRS can transform Gnanomat into a big player (because that is what we are talking about here). Seems as if UK gov are 100% behind VRS and Roberto will probably have met the big guns on his visit.

Three weeks , three months and three years are now significant for VRS (November, January and 2021).

How long has Matt been in post now?

[forestfred] 11/10/2018 06:26

Thought for the day
May be worth re watching the Tony Seba clean disruption of energy and transportation - disruptive technology presentation again on you tube.
And just how massive and life changing this can be .

As he explains once it's starts you can't stop it .
And it has started already globally .

He shows that anyalst recent predictions have been miles off the mark, and just how big this could all be re batteries solar Ev, and more.
If he is correct and he seems to be,then this potentially Bodes very well for versarien and the sectors we are involved in ,the potential is massive , as disruptive technology changes our way of life I think the government are aware of this massive potential for the uk hence their involvement.

Gla ff

[jointer13] 11/10/2018 05:11

good post sandbag.

[squire007] 11/10/2018 00:50

Nite all, and get that thingy market open ... :-) lol

[haz101] 11/10/2018 00:43

Think there def is upward pressure on rates, the writing has been on the wall for a while, don’t think generation snowflake could handle it with the debt mountain they incur to ‘live the life’
Anyhows it will be a very slow progression otherwise the house of cards will fall aimo

[spike_1] 11/10/2018 00:27

evergreen - spot-on !
Best wishes - Spike

[evergreen8] 11/10/2018 00:12

From proof of concept to mass adoption the timeline is not solely dictated by the disruptive material provider’s ability to scale up to meet demand it is driven by the the rate that those in the next tier of the supply chain (that will represent the principle market) are able to redesign their existing range of product offering and establish both the manufacturing resource and supportive infrastructure to make mass adoption of the new technology viable. The timeline to mass adoption is also influenced By the product lifespan/obsolescence, residual value and disposal rates for existing big ticket products. It makes perfect sense to prioritise market entry in the order that Neil has outlined. All car manufacturers are currently doing the groundwork to move to EV but they are not there yet but with VRS and Gnanomat they will be by 2021-22 when mass adoption across all industry sectors will be the norm.

[1crackupboom] 10/10/2018 23:47

Nasdaq futures rising. Fed chairman going to be fired apparently and replaced with low interest rate fall guy. Maybe we can send Carney on a free transfer?

[1crackupboom] 10/10/2018 23:21

I knew something would happen like that. The game is rigged. Insiders take trillions in wealth from the fearful. They will never raise rates as the uk will have to follow and then our housing market is toast. Then all our banks are bust.

[alchemy] 10/10/2018 23:03

We have so much going on that quite a few strands could stall and we're still de-risked.

[phoenixs] 10/10/2018 22:50

Let’s not forget all of the collaborations in existence at present most of which have nothing to do with batteries. Plastics, rubber, clothing to mention but a few applications for the Nanene.
The fall in the share price has presented some with opportunities to top up and or to enter. The short term is not what VRS is all about although I do get the angst shown by some. No one enjoys seeing their paper profits fall but then if one believes in what VRS are doing it should not be a concern.

[diversification] 10/10/2018 22:47

And right on cue, here comes whitehouse statements and Donald Trump saying the ‘fed has gone crazy’.

Pressure on the fed and off the market imo. Balanced scorecard under threat, not anymore imo.

Think I’ll stay up to watch the futures bounce at 23:00

[volsung] 10/10/2018 22:39

The yanks think the world is ending

[tini5] 10/10/2018 22:37

Panic buying tomorrow then as people realise the world isn’t ending.

[wr63] 10/10/2018 22:36

Grabster, Neill in a separate reply said it was composites first, polymers then batteries. The implication being composites and polymers will be the first priority with orders being high margins. Battery will follow later, I guess, with lower margins achievable. Make a lot of money on the first two before going mainstream with batteries and supercaps hTTps://twitter.com/neillricketts/status/1050081534479347712?s=21

[alchemy] 10/10/2018 22:33

Barbondale? Kirby Lonsdale? Hornsby? Good post - btw.

[superg1] 10/10/2018 22:26

Just listened to the podcast.

Thank the lord for the sensible posters here. What on earth concerns people for a 3-4 year mass adoption.

BTW Justins question was mass adoption for graphene. Roberto gave a super-capacitor answer.

Clearly from what was said Gnano believe they have an answer that others don’t so a lead for mass adoption of graphene super-capacitors.

Don’t forget Zap and go have been in this space for years and want in with the link up.

I thought graphene batteries being big in the market would be many years off.

If you crack such things huge interest comes well before mass adoption.

[hew] 10/10/2018 22:25

Grabster, I take that last line simply meaning higher margin profits before mass scale up and consequently lower selling prices.

For any non-followers of Twitter, another of Neill's tweets tonight worth noting after this afternoon's panic:

"Copper foam took us 3 years to get an order, 2dtech 2 years, Hexotene had an order before we could launch. Can you see a pattern :) @gnanomat is already talking to supercap customers which is the priority, batteries are more complex. We aren't starting from a standing start."

And to show the kind of perservance (and ability!) we have at the helm:

"been struggling with a faulty coffee machine, I've had hours of tech support, new parts and in the end I fixed it myself through determination and logic. I never gave up thinking I could solve it. Ii would have been much easier just to send it away or to buy a new one but...."

[club sandwich] 10/10/2018 22:23

Sandbag - if and when VRS comes good you can buy all that land and then it really will be your back garden ;-)Don't give a stuff about the sp, *do* care about orders and China...

[haz101] 10/10/2018 22:13

Sounds like a nice spot sandbag, we have buzzards plus red kites here plus an occasional hare

[grabster] 10/10/2018 22:12

Some interesting tweets from NR in the past hour..

[grabster] 10/10/2018 22:04

In his reply to a question from Gravy about the Gnanomat timeframe, what do people here make of the final line? I understand that margins will be higher on initial supplies, but plenty? How come NR expects plenty of money?:

This is for Mass adoption across all markets, we'd have some massive challenges in scaling up to meet that demand given the size of the market. This is one of the reasons for the deal, we can really help. Imagine how long it took for silicon. Plenty of money at higher margin b4.


@Gravy35730104
@neillricketts 3-4 years off battery market, any other markets closer?


(my emphasis)

[sandbag] 10/10/2018 22:00

After spending a day in the most glorious sunshine in my "back garden" i.e. where Lancashire, Yorkshire and Cumbria meet, watching muntjac deer, hares and wheeling, calling, buzzards, I arrived home at 17:00 to a frantic call from a friend. "What's happened to the share price" he shrieked. "I haven't the foggiest idea" I replied, "I've only just got in and don't even know what the price is. Whatever it is it won't be a problem" So I went online, saw the price, and mentally kicked myself for having no funds available. What an absolute bargain! I spent the next ten minutes reassuring my friend that all is well and explaining what we all know. It's such a comprehensive list of positives that I don't have the typing skills or patience to even try to add here. We, genuine LTHers, know what we've got and it's only a matter of time before the world finds out. Meanwhile, I'm totally chilled. The share price can do whatever it wants. NR and his increasing team of superbly talented specialists are doing the business and I have full faith in them.

[senden11] 10/10/2018 21:19

No issues from me re Roberto's speculative 3-5 year time-frame to disrupt the multi-million/billion supercap main market. Three weeks ago, this business didn't even feature in Versarien's stable, but potentially, even if at some point syphoned off, it could be yet another massive money-spinner among all the other potentially lucrative collaborations in harness. Waiting for just one of these to reach full confirmed fruition (through solid reported orders) is indeed frustrating, with yet more patience required, but a hell of a lot has happened in the year that I have been invested here and I won't be selling any time soon, no matter what the macroeconomic/shorter picture is. Missed the early 40s opportunity to add today but shall be waiting in the wings, observing silently and hopefully tomorrow.