Versarien Share Discussion Threads

[superg1] 28/10/2018 09:51

For all just as a reminder. You have been wanting it for years and good old log is the catalyst for something that may have you all grinning from ear to ear when the wheel turns in full. It’s been long overdue. I’m not alone in this.

Such things take time. Effort put in typically translates to higher rewards.

[spike_1] 28/10/2018 09:46

Motive a simple straightforward word. Over the last several weeks we've had a number of new posters who continually question VRS's valuation and or the quality of their graphene, etc etc.

Clearly they are so downbeat about VRS that they obviously have not invested in it, or if they have, then they will have sold.

Motive - one has to ask therefore why they are on this BB continually attempting to rubbish VRS and or its valuation, including by lying, misquoting, intentionally misrepresenting data and facts, etc.

ANSWER is bloody obvious - they are shorting VRS, so it makes no sense whatsoever to listen to their one sided arguments - why - because most of us have been in VRS for sufficiently long to know exactly what we have invested in. Many of us have met the CEO, and have gone to Investor Days and or AGM's, and are totally aware of what VRS are all about.

Obviously some here are desperate to get the price down as far as they can as quick as they can before China or other major news hits, either to retain profit or reduce their loss.

Reading their posts makes no sense at all - simple.

Best wishes - Spike

[superg1] 28/10/2018 09:46

smythe

The engagement will come but via the correct route and I don’t want to disrupt that.

Anyone that understands the process knows the requirements.

[ellissj] 28/10/2018 09:41

And meanwhile we found out this week via poddy neill has responsibility for usa (japan from memory, pls correct if wrong) and singapore ! Very interesting and de facto important to the company. Aimo. Best ellis

[superg1] 28/10/2018 09:37

smythe

Spid seems to want to make it that way. FGR need cash from the AIM sharpish to pay the big salaries.

They have had issues and fall outs on renumeration before (will mention it later) Coal didn’t work so they switched to graphite. Graphite didn’t work so the team who hadn’t a frigging clue about graphene saw the hype so tried to make out the vein graphite is the best for it.

So they closed (care and maintenance) the mine recently.

I was warning PIs about the graphite mine false hype before I knew about graphene.


I believe (going from memory) that there is data out there showing in recent years Sri Lanka’s entire exports for a year on graphite is 4000 tonnes.

The graphite hype came flying in and something like 50 graphite mining juniors appeared.

Prior to that there were various mothballed/abandoned graphite mines around the world. So the BS graphite juniors grabbed those and pumped it.

Some mentioned Stratmin global to me, so I did some work and said “avoid”.

Funny how failed graphite plans now leapfrog many that have concentrated on trying to crack the graphene code for 14 years.

Amazing luck by folk that had no clue re graphene don’t you think. It rescued them from the mining BS wilderness it seems.

[hoverflyman] 28/10/2018 09:35

Here! Here! Ellis.

I’m off to do some logging. Standby Loglorry1, you may be useful yet.

[ellissj] 28/10/2018 09:23

Indeed hover. And the company declared in 2017 interims that +nanene meets proposed iso standard. The only company to do so to my knowledge. I await the results of NPL graphene characterisation service to confirm the standard that graphene companies in the UK are producing to. Come on UK Gov, get this 'assay office' open to bring order to this gold rush ! Aimo. Dyor. Best ellis

[66sequoia] 28/10/2018 09:21

Https://onlinelibrary.wiley.com/doi/full/10.1002/adfm.201705183

[loglorry1] 28/10/2018 09:20

@Hoverflyman he tweets a lot of stuff.

Strange then that in the July investor presentation just before the raise he did include both the minimum lateral size of 0.5um and an average size of 2um.

Further, if it is as he claims, he would do what all the other manufacturers of Graphene do. He would have a range of GnP products like PureGraph20, PureGraph50 etc each with its own spec sheet.

The specsheet is for a product not a range of products.

-----------
Regards the Nanene specs Neill tweeted in regard to lateral dimensions “....It the range in which we can operate, some customers require smaller platelets and some larger”. Therefore an average size would be meaningless since it would depend on what the customer requires and orders. Furthermore, he also mentioned somewhere that he does not want to put too much detail on the spec sheet which could inform competition why Nanene performs so well in tests.

[smythe2] 28/10/2018 09:19

Is this a FGR thread or VRS.....????????????????????

[loglorry1] 28/10/2018 09:16

@SuperG can you correct the errors in your post so I can read it please? It's barely English.

Does your claim that you have secret behind the scenes information about Versarien mean you are an insider? If so you are probably breaking the law making posts the way you do here.

[hoverflyman] 28/10/2018 09:14

Regards the Nanene specs Neill tweeted in regard to lateral dimensions “....It the range in which we can operate, some customers require smaller platelets and some larger”. Therefore an average size would be meaningless since it would depend on what the customer requires and orders. Furthermore, he also mentioned somewhere that he does not want to put too much detail on the spec sheet which could inform competition why Nanene performs so well in tests.

[loglorry1] 28/10/2018 09:12

@grabster I'm not saying the non-exclusive links with University if Manchester are worth nothing. I'm saying almost all graphene companies have uni links, so none of the £150m premium can be attributed to that.

The bulls must find a differentiator here to justify the premium.

None of the reasons given so far come close to achieving that.

[superg1] 28/10/2018 09:10

Log

Just had a call about your posts I have you on filter.

I have pointed put your lies only briefly so far.

You are not going to get any material info from me re what is going on behind the scenes.

So on this point

“SuperG how can you allude to such allegations without any evidence and get away with it?”

Great you have no idea.

Try all you like no hints from me. lmao

[woodpeckers] 28/10/2018 09:06

Thank you loglorry1

[loglorry1] 28/10/2018 08:58

@ellissj "plenty of gravy all round"

Didn't the recent video from the GEIC estimate the total graphene market size to grow to £200m by 2022? (From memory)

That's actually tiny for a £175m market cap company!

[ellissj] 28/10/2018 08:56

Good luck to fgr with their supply agreement to geic. They will likely be supplying graphene oxide and/or reduced graphene oxide for the supercaps interest. And purgraphs for insulation etc wasn't it ? Plenty of gravy all round. Full confidence in my vrs investment choice here. Aimo. Dyor. Best ellis

[woodpeckers] 28/10/2018 08:52

I put 'important' words in bold on that last post but they disappeared when I posted it. can anyone tell me how to highlight words please?

[loglorry1] 28/10/2018 08:51

@jointer1328 VRS Graphene revenue is negligible so negligible the $ sales value has not been reported in any of the accounts to date. Your acusation is false. I have recently qualified that statement anyway.

I have many posts on this board and nobody has been able to point to a single instance where I have lied.

You are grasping at straws.

[woodpeckers] 28/10/2018 08:49

Just read over the CPI tender win announcement again.

Sorry if I'm pointing out the obvious but Neill is very good at succinctly pointing out the value of such news... 'We have the best quality graphene' (my words).

"The evaluation of the tender was based principally on the quality and specification of the graphene to be supplied with additional marks awarded for price and delivery.......This provides further significant independent validation of the quality of the materials we are able to supply and we are now moving from supplying graphene in quantities of a few grams to kilogram sized orders."

Also...'Great introduction to global companies'(my words).

"The CPI is at the forefront of UK manufacturing innovation, bridging the gap between large global companies and technologies to provide a route for scaling technologies to the levels needed by corporates. We anticipate that the inclusion of our materials in products they are working on will significantly enhance their properties. For Versarien this is an important route for the commercialisation of products enhanced by graphene and other related materials."

[loglorry1] 28/10/2018 08:47

@ellissj I think the PureGraph product have moved on a lot. Amazing what you can achieve if you don't spend all day on Twitter. FGR are Tier 1 members of the GEIC. They've had their FLG tested by Manchester Uni.

Clinging onto old data could seriously damage your wealth!

[jointer13] 28/10/2018 08:47

this board has been disrupted... that's exactly what they want. best stick to vrs.