Versarien Share Discussion Threads

[chumbo1] 27/10/2018 08:12

Well that didn't work. I Han a nice bit of Chinese text and it just came out as question marks

[ellissj] 27/10/2018 08:02

Well said roger imo. Atb ellis

[rogerbridge] 27/10/2018 07:52

Good morning all, I had a day off yesterday as we seem to have stabilised. I have full confidence in Neill and the team to monetise VRS IP and I am excited about the future here.
I did unfiltered a couple of posters and have considered the points raised. However after consideration I have dismissed the arguments and feel even more convinced that VRS have game changing technology and will become a disruptive power in composites, EV battery technology and elsewhere.

You either back VRS or you do not and I suggest to the detractors that no amount of posting is going to change investors minds.

Now can we have our VRS thread back.

[ellissj] 27/10/2018 07:27

Can anybody remember what neill said he'd like to have in the bag before going to USA ? Glalth. Best ellis

[ellissj] 27/10/2018 07:25

Spid, thx yr reply. I would think a graphene oxide product could be produced by the vfm, maybe to a high quality ie monolayer, or maybe not. (VRS is the graphene oxide supplier to the CPI btw). i find the flinders university description very likely to be true, especially when used in conjunction with an electrochemical exfoliation method. Therefore i will choose to rely on their description and my own research rather than your opinion, until full spec reports are produced for all the company products by an appropriate iso standard testing authority. Thus i will not be investing in fgr. Thank you for your time. Filtered. Aimo. Dyor. Best ellis.

"In an Australian first, the new company 2D Fluidics Pty Ltd – backed by ASX-listed First Graphene Ltd in partnership with Flinders University’s Institute for NanoScale Science and Technology– will commercialise the SA-designed Vortex Fluidic Device (VFD) to produce environmentally safe supplies of high-grade graphite at a price and scale viable for use in energy storage devices, coatings, polymers and other modern materials."

[ih_560244] 27/10/2018 06:59

"If Haydale has already tried Nanene in 2015 / 2016, why did they need to look at another 230 companies for graphene supply ?"

Because they quoted their customers prices based on what they thought they could get good graphene for, and came unstuck when they found they couldn't obtain quality graphene from cheap suppliers. Paying the going rate for good graphene doesn't allow them to honour the quotes they mistakenly gave perhaps?


Incidentally, it would be interesting to see the list of the 230 companies Ray Gibbs has tried. Presumably FGR, Talga, XG, and all the other companies proffered here are on it.


Neill and Ray still seem quite matey. And in the last reference that I can recall from NR he described Haydale as customer and partner - present tense not past tense. Where have you seen any reference to discontinuation or termination? Or is that just a convenient assumption? ;-)

[f3rdinand] 27/10/2018 06:58

David and Matt up in the early hours this morning bigging each other up.... hmmm

[spid81] 27/10/2018 05:10

Good Morning Grabster,

I found the Ray Gibbs link you mentioned,

Ray Gibbs (Haydale), a leading figure in the UK graphene market, has previously stated that they have tested graphene from over 230 suppliers and none are of the same quality/structure, even between different batches within the same company.


This is extremely alarming,

Did you know that Versarien is one of these 230 companies ?

Versarien / Haydale Agreement 2015



In particular, Versarien through its subsidiary 2-D Tech will supply high quality graphene platelets for functionalisation using Haydale's proprietary technology. Haydale will also supply high quality sustainable graphite for use as feedstock by 2-D Tech and evaluate the resulting material.

Neill Ricketts, CEO of Versarien, said: "We believe this to be a significant step forward. We will be working together with Haydale to best achieve the great global opportunity we have in front of both of us in the form of graphene. We will be collaborating in order to ensure that we minimise the time it takes us to commercialise this technology, playing to the strengths of both organisations. By working together we will be able to offer a complete supply chain from raw material, through graphene production to functionalisation depending on the customer application. ."

Ray Gibbs, Haydale Chief Executive said: "It is important we have a credible graphene presence to take to a global market that is still evaluating the materials available before embarking on procurement of commercial volumes. The 2-D Tech material has strong potential for a number of markets where we are focused, especially in the composites and coatings sectors. I have always said we need an array of high quality sustainable material, capable of scale to use in providing solutions for the customer requests we now regularly receive. The recent UK Trade Pavilion at Nano Korea attended by both Haydale and 2-D Tech, demonstrated the interest in the area for functionalised graphene. We look forward to working closely with the Versarien team in collaborative ventures at both a commercial and R&D level."


Do you know when this agreement was terminated ?

There has been no mention of progress in any of the annual reports or companies announcements,
The last update from Haydale was in their 2015 annual report, Versarien last update was in the 2016 Annual.

I wonder what caused the partnership to break down,

Could this be related to Ray Gibbs comments in March 2018 ? “none are of the same quality/structure, even between different batches within the same company.”

Does VRS have a consistency problem, or is it due to VRS’s limited production?


I was surprised to see that Haydale continued its development / supply agreement with Talga Resources, but didn’t continue with Versarien.



I did read you post on the Haydale thread, Haydale: Graphene specialist - HAYD post 537

"As I understand it, Haydale doesn't produce graphene - it buys it in for integrating into other products or materials. There are very few producers of top quality graphene. If Haydale have looked at 230 suppliers, it sounds like the company shops around for best prices way beyond where good graphene is to be found. They appear to have idifficulty n finding consistently good material. If they were to pay the going rate for top quality graphene I imagine they might struggle to hang onto the customers they have quoted prices to."

If Haydale has already tried Nanene in 2015 / 2016, why did they need to look at another 230 companies for graphene supply ?

I really wonder how many of these collaboration agreements are no longer active? or how many of them are having the same success as Haydale had with Nanene,

All IMO and please do your own research.

[spid81] 27/10/2018 02:51

Hi Anley, I am certainly not here to mislead anyone.

Talga are part of the University of Cambridge Graphene Centre,



here is their office location at Cambrige & Germany,

Talga Technologies Limited | UK
Unit 15-17 Cambridge Science Park
Milton Road, Cambridge CB4 0FQ, UK
t: [phone]
e: [e-mail]
w: www.talgatechnologies.co.uk (has a map of the location on website)

Talga Advanced Materials GmbH | Germany
Prof.-Hermann-Klare-Str. 25
07407 Rudolstadt, Germany
t: [phone]
e: [e-mail]

From the 2018 Annual report.

Collaboration agreements signed with several industry leaders, including Jaguar Land Rover, Johnson Matthey, Croda International, Faradion, PV3 Technologies, Cambridge University and Warwick Manufacturing Group across three consortia-led battery research applications under the UK Government’s £246 million ‘Faraday Challenge’ funding program with battery R&D grants awarded totalling $5.1 million
for the Group;

[anley] 27/10/2018 00:34

SPID........Talga once said that that they had a cooperation and office in Cambridge and this was false.
Now you tell us they have somewhere in Germany...........please let me have the address and I will have it checked out.................
In the meantime whatever you say about Talga must be taken as a pince of salt until proven other wise.

[billwave] 26/10/2018 23:43

Deserve to know what is going on? Oh thank you so much for devoting your time and 30 or so messages per day to enlightening the current VRS holders. You're a true godsend and obviously not doing it to suit your own agenda, whatever that may be. All this talk, discussion or more aptly banging on, about the characteristics differing graphene companies and products, how relevant is it? Does Versarien have a product that works? To date within the many collaborations that have been established there have been no failed tests so this would suggest yes. We are apparently on the cusp of an industrial revolution due to the recent arrival of 2D products to our world, including graphene, nanene and all the other names that are likely to emerge for them. There will be room for them all. Think fizzy drinks for example, just when you thought there was no possible room for another fizzy drink along comes monster drinks and red Bull (29 Billion Market cap), Fevertree (5 Billion Market Cap). What made these products succeed in a market place that was already saturated? The company, the marketing, the networking etc. Look at and research all of the other candidates that produce 2D products, I've made my choice as many others frequenting this board have, I chose Versarien. As an investor that same choice is there for everyone to make. I could of course waited until machines are in full flow and sales established enough to measure the company by more conventional metrics but then I could be paying many multiples of the current share price. I'm not here for the 5-10% per annum. Thats our choice. I suggest you make yours Log and try to be content with your decision. AIMO.

[johnveals] 26/10/2018 23:27

I wouldn't want to be out, or worse still short, when news arrives from any one of the many collaborations from around the world. It is surely only question of time, not if, but when.

[loglorry1] 26/10/2018 22:35

Why have VRS changed the Nanene spec sheet and reduced the minimum lateral size down to 0.1um from 0.5um and removed the average size of 2um?

This is a 5x reduction is one of the 3 most important properties of GNP.

Some investors here have very large positions they deserve to know what's going on.

[spid81] 26/10/2018 21:55

Good Morning Anley,

Talga have their production facilities located in Germany, they do have a UK based research lab, I am not sure if this has any micro production facilities (Unlikely)

Talga are currently up scaling their electrochemical exfoliation unit (Phase 3)

It is meant to be 5x large than the the phase 2 unit, which had a capacity to tread 30tpa of graphitic ore, this is not the graphite / graphene output, that is approx only 25% of the total capacity,

The Phase 2 unit made graphene products - 76% (no break up of the GNP / Graphene)

30tpa x 26% carbon x 93% recovery = 7.25t graphitic material
Graphene Products = 5.5t

In their scoping study (2014) the lab scale recovery of graphene (1-10 layers was between 0.6 - 12%)

Phase 3 graphene product should be around 25 tpa

[onone2] 26/10/2018 21:54

i wonder if this is vrs tech

[ellissj] 26/10/2018 20:07

Indeed this share reeks of credibility, a top team carefully assembled, unequalled imo. Best ellis

[zagrosfold] 26/10/2018 19:50

Oh, forgot to mention the 30+ chinese entities that are gagging for VRS's quality wares. Remember Xi Jinping visited UOM in 2015. He knew back then, wish I'd known.

[zagrosfold] 26/10/2018 19:49

Exactly ff. Neill and the company haven't put a foot wrong imo and with government backing, the heading of the NGA by VRS, the appointment of the top graphene experts to VRS and the backing of the University of Manchester and Cambridge University with Graphinks makes this share an absolute no-brainer to invest in. I have never seen such an opportunity as this and I have taken full advantage. World-class opportunity here and now at a bargain price.

[loglorry1] 26/10/2018 19:46

@foresyfred everyone else has the above and you don't have to pay £150m extra.

What do VRS have that justifies the premium?

[forestfred] 26/10/2018 19:40

Truth will out ..
Our ceo and the team have not put us wrong to date .

The Rns don’t lie .

Trust in the team and our Ceo and the uk government and great university’s, and the decision by top global companies who want to work with Vrs and lastly your heart and gut feeling .

Good luck

F- Fred

[loglorry1] 26/10/2018 19:36

@laginaneil because some people believe in free speech and considering opposing opinions. It makes them better investors in my opinion.

Newbies on here should be aware that if anyone expresses anything other than an Uber bullish opinion here the moderator SuperG will ban them if he can (he can't ban paying blue members).

Much of what is posted here is ramping nonsense in my opinion.

[loglorry1] 26/10/2018 19:32

@lovat they already have bought his shares. NS has sold some of his own shares already. I grant you not that many but he's been selling. Also the other founder member Will Battrick has also sold out and holds half what he did before.

I agree though it would be very hard for him to sell them all at one go.

---------
Log - I can assure you that no sane investor will buy shares from the management before they deliver on the business plan. NR’s only exit options are to make VRS a success or via a takeover.

[laginaneil] 26/10/2018 19:20

Why are people still talking to 'Log'???
You are not helping 'newbies' by talking to him !
He will just keep spouting the same rubbish no matter how much you try to reason.
Be strong don't give him a soap box!!!