Versarien Share Discussion Threads

[herschel k] 16/10/2018 12:41

"On another note, why does my bloody computer keep auto correcting graphene to grapheme???"

Cos it's a term used in English writing.

(only know this cos my kids are taught it at Primary school)

[superg1] 16/10/2018 12:40

Aha

I wondered what the 50 dma bit was about.

Grity it's about have a fair idea on what is going on re the supply and demand and I have far more than a fair idea.

EG assuming we don't hit stock market general troubles over the next week or two then at some point I expect it to take off.

That's not news related just supply/demand related based on current info.

[club sandwich] 16/10/2018 12:38

myrl - these are the first tweets I've exhcanged with NR for weeks. Mind your own damn business.

[squire007] 16/10/2018 12:35

Q:How close to news do you get, before getting the happy jitters .......?? ;-)

[fuji99] 16/10/2018 12:29

Cheers Schmally - Interesting article. Barriers of entry are high in this area. The less pure is the graphene, the less applications and thus less customers one will have. Once the customer adopts the material that works well with its industrial processes, it is almost impossible to change it. So VRS can already establish a niche market of its own.

[schmally] 16/10/2018 12:18

With all the chat about the poor quality of other graphene being produced in the wider market, the following link to an article published today summarises things quite simply. It includes the comment, “there is almost no high-quality graphene, as defined by ISO, in the market yet. The lack of properly characterized, high-quality material has been stalling the development of applications that depend fundamentally on graphene such as advanced coatings and composites, high-performance batteries and supercapacitors, etc.”
But thankfully, we all know that VRS graphene will meet the eventual ISO and standards and will provide solutions for all the applications listed. Therefore, it's clear, there is currently virtually no competition out there with the ability to scale up high quality graphene production apart from VRS. The doors are wide open for VRS to steal a massive early mover market share as soon as orders dictate the need for rapid scale up. It will happen and VRS will be the market leader IMO. It's just a matter of time.

On another note, why does my bloody computer keep auto correcting graphene to grapheme???

[mryl] 16/10/2018 12:17

Neill is confirming on Twitter 2 very important points:
1) we are effectively getting small orders all the time and it's not because there hasn't been an RNS that we're not selling any Nanene, and
2) that Ian-CS really needs to start doing yoga or knitting and stop harass him. :)

[ellissj] 16/10/2018 12:09

Rid, 2D-tech already signed long term partnership with man uni since dec 2014 ! Clearly, good grade graphite can be researched and likely used in concrete, coatings, battery electrodes etc. Not in same space as vrs. Aimo. Dyor. Best ellis

"Morgan Advanced Materials and 2D-Tech have both agreed long-term research collaborations with the National Graphene Institute (NGI), the £61m centre at the University set to open in early 2015.

The news coincided with the first industry tour of the NGI this week, when representatives from 15 companies including AkzoNobel, Tata ;and BAE Systems were the first to tour the NGI just months before it opens its doors.

The industry group also formed the Advisory Panel for the £60m Graphene Engineering Innovation Centre (GEIC), which will fill a critical gap in the ecosystem for graphene and 2-D material research, development, and application in the UK."

[compoundup] 16/10/2018 12:07

Just been playing with the AR App. Great idea to engage interested parties. Will watch out for future enhancements.

Anyone who hasn't tried it yet, print off the "trigger" backgrounds from here:-


Get the App onto your handheld device by searching Versarien on the Apple Store or Google Play; permit the App to use your camera; hold it over one of the backgrounds and you will be able to see what's on offer for the various markets - rendered in 3D and interactive.

I like the way the medical one links straight through to playing the D&F Tech video that was shown at the post-AGM session.

[ellissj] 16/10/2018 12:01

Indeed, and the company is valued on credible potential. and if the blue sky growth is exponential, it might always outperform the metrics. This is the current position and will remain so until the facts change. Aimo. Best ellis.

[club sandwich] 16/10/2018 11:55

on the subject of those machines, this from NR to me a few minutes back:

"@IWestbrook5 you worry too much. In chess you have to be atleast 5 moves in front. The machine you refer to is only a small part of the process for #nanene, it isn't even dependant on that supplier and isn't necessarily the piece required for the next level of production."

that sets my mind at rest.

[ridicule] 16/10/2018 11:52

Sg1 Your comments on the FGR BS are compelling. My conundrum,however, is given their deep understanding of Graphene, why would UOM sign a 3 year off take deal for FGR to supply them with graphene in the context of the GEIC initiative? Would it not have been much more obvious for that deal to have been done with VRS? It may be linked to UOM's desire to get as many GEIC participants as they can, but I will still feel more comfortable when VRS land their first big order. I speak as a substantial VRS shareholder.

[anotherdrink] 16/10/2018 11:48

Great tweet form NR: 'Take AECOM, multiple ground breaking projects across multiple territories, who do you think their biggest customer is likely to be? Why are i in USA' - :)

[dickiebird2] 16/10/2018 11:25

1.60 finish anyone !!

[grabster] 16/10/2018 11:25

If Xxxx are offered an exclusive arrangement to supply Versarien with a certain number of machines, but someone with deeper pockets steps in with a bigger deal - are Xxxx going to sign with VRS? I suppose it depends how au fait Xxxx are with the imminent scale of the graphene market worldwide.

I seem to recall NR hinting last year that Versarien might be able to make the machines in-house eventually.

I wonder how Versarien came across them in the first place? Presumably Xxxx themselves have rivals in the production and sale of similar machinery? Or maybe not.

[club sandwich] 16/10/2018 11:16

pshevlin - not yet they don't, as far as I understand. The plan is for 2-year exclusivity, but I don't remember seeing that the deal had been agreed?

[fuji99] 16/10/2018 11:13

More buying action now. Buys overtake sells.

[pshevlin] 16/10/2018 11:09

Don't they have an exclusivity deal on the machines Ian? That must include a guaranteed level of supply.

[club sandwich] 16/10/2018 11:03

"all I am hearing is scale up"

maybe somebody will lend VTS $3bn to buy the threshing machine maker - they can carve out the IP they want and sell the rest on...

that's my biggest concern at the moment - it seems like VRS's whole (nanene) business model is based on machines sourced from a 3rd-party supplier...

[superg1] 16/10/2018 11:02

BTW

On Thursday AGM announce their results which in theory will show £100k of revenue and around £4 mill of losses/cash burn.

[superg1] 16/10/2018 10:56

Ha

I thought I'd look up Warwick and found this short youtube video.



In short he literally claims

"they are the lowest cost producer of any possible producer in the world"

That has to be an outright lie and he knows it. To make that statement you would need to first know all the graphene producers in the world and have access to their production cost matrix for graphene.

He the does Carlsberg bit saying

"This is probably the best graphene in the world"


It's such a shame that in 14 years the UK experts trying that, couldn't get it to work.

[ellissj] 16/10/2018 10:55

Grabs, china/germany wiki trade info shows brexit deal is important. But overarching that imo is usa/china trade dispute which it's fair to say has been causing a slice of the market jitters, as recently as last week. Affecting world growth forecasts etc. Atb ellis

[squire007] 16/10/2018 10:54

I also left IQE with a big hole in my pocket, it's all in here now ....... eeeek!
I may return, to get my money back one day ...... 'who said that ' ...
Me,!!!!!!!!!!!!!!again.

[ellissj] 16/10/2018 10:51

Tweeted earlier by neill:

Neill Ricketts

@neillricketts

"Mike, I am over here in Texas at the moment, all I am hearing is scale up.
@MindTheBridge
have some great eu/USA based text"