Versarien Share Discussion Threads

[serratia] 30/10/2018 12:53

Moving on from concrete to another application.



I'd always been thinking about Graphene composites in terms of reducing the quantity of the composite used due to the increase in strength of the composite.

I've started on a new tack - the effect of Graphene on biodegradable 'plastics'. Biodegradable plastics have a few issues. Two that stand out are price and properties.

Plastics in general vary in price with the oil price. I found a review of prices as of April 2017. At that time polymers such as LDPE/PET/PP were around £1000/t, Polylactic acid a biodegradable ' plastic ' was around £1700/t. PLA has a couple of disadvantages - strength and water vapour permeability. In order to compete with other plastics these would need to be addressed and also the cost issue. Costs would be effected if PLA produced an increase in strength of around 50% allowing users to reduce the quantity used. It's not as simple as that but you get the drift. On water vapour it's known that Graphene acts as an excellent barrier.

The next search was for the strength effect of PLA/Graphene composites and whether the quality of the Graphene has an effect. A range of publications have turned up. One used little more than milled graphite and gave a 17% increase in strength. Another showed a 40% improvement and one a 100% strength improvement at a Graphene addition level of 0.1%.

The next task is to try to relate Graphene quality (layers/sizes etc) to performance. The first paper to come up used XG Sciences C grade. This had little effect on strength ~ 6% improvement showing that in this application it's a poor quality material.

If VRS are working in this application no comments have been made but I would expect Nanene to show a significant benefit over XG C grade as XG's material has performed worse than any other report found so far.

[rogerbridge] 30/10/2018 12:51

Whilst waiting for the VRS paint to dry, I noticed a quote from Gervais Williams when talking about the companies they invest is for the Miton Micro Cap investment trust. "Two features defime micro cap companies- the smallest listed shares- their access to capital markets and management agility."
I think the way VRS has been able to access capital with ease and the first rate quality of the managemant team tick both boxes.

Very positive here.

[loglorry1] 30/10/2018 12:48

A letter of intent for a free £50m factory from China! What could possibly go wrong? Well needless to say that was back in January and nothing has happened so far. The reason VRS give is that they've had 30 other offers.

Almost too good to be true.

[alchemy] 30/10/2018 12:47

In the 1980s I "knew" IBM had peaked. What would be morally wrong with me taking a put option. I had no stock.I'd suggest nothing.People who had stock could sell but they probably did it out of self interest as the largest loss in Corporate history came round the corner. Not to help me. It's the false witness that causes problems.Selling is a natural phenomenon of markets.I can't put my finger on what's awry here . It's not with the model or the opportunity but the idea maybe that is unique leads us to hyperbole and "never sell" is like Gordon Brown ending boom and bust.I think pseudo RNS are really bad , wearisome , things.

[festario] 30/10/2018 12:44

SuperG... how are they getting on with the tomatoes?

[jointer13] 30/10/2018 12:34

andrea
could something like this be what you mean.

we are well into it now...news could come any day now.

this is perhaps just a small part of the bigger picture re china

The LOI envisages as a first stage the establishment of a 100,000 square foot manufacturing facility to produce and sell Versarien's proprietary Nanene few layer graphene nano-platelets. Versarien will provide its intellectual property (IP) on a licensed basis together with production know how, whilst the other joint venture partners will provide the factory and funding for plant and equipment.
The second stage objective is the establishment of the first Chinese graphene industrial park, the "Jinan Graphene Valley" including a graphene research institute with funding coming from the joint venture partners. The total project cost is anticipated to be in the region of 500 million yuan (approximately £55 million).
It is the Company's intention to form a wholly owned Hong Kong company which will become one of the joint venture partners, whilst ensuring the strongest protection of its IP. Further announcements will be made as appropriate, including when final agreements are entered into.

[superg1] 30/10/2018 12:29

Breaking news elsewhere.

Obtala is changing it's strategy and direction for the umpteenth time.

I must count them up one day, Gold, Lithium, tin, gems, onions, garlic shops, ... the list goes on. They must be due a mention in the Guinness book of world records for the most amount of F'd up business ideas in the stock market.

I think they missed the Tamagotchi craze, I'd have to check I wouldn't write it off. Odd that they didn't try that one, they've tried just about everything else.

[loglorry1] 30/10/2018 12:27

"Andrea, I'd start with Mike Brenner's research as linked in the header of the thread to Stockopedia. All excellent reading."

Sadly full of mistakes. See at the start for instance where they say MLG is less than 10 layers! Totally incorrect. It's hugely biased and not very useful IMHO.

[dafad] 30/10/2018 12:24

andrea-if you did your own DYOR you would find out!!So transparent!!

[tini5] 30/10/2018 12:24

Andrea, I'd start with Mike Brenner's research as linked in the header of the thread to Stockopedia. All excellent reading.

Be wary of loglorry1 (Tim Kempster) - he misleads and has outright lied to suit his agenda.

[loglorry1] 30/10/2018 12:24

"The facts are very simple: despite talk of the 'staggering' amounts of nanene that the likes of Aecom and Axia might eventually order, to date there has not, in *fact*, been any single order large enough to warrant an RNS. "

@Club not really true there was a £100K order two years ago which they did RNS but there has been nothing since. Also there was no repeat order here. Why not? They said there would be.

Don't forget you can't store graphene long. They didn't say the size of the order either in Kg but at the time there wasn't much production capacity and they fulfilled it quickly by November.

[superg1] 30/10/2018 12:22

Ff

Back on-line I was busy, now off for some DIY (AGGGGGGAAAAAAIIN !!!). I find the lack of doing it causes earache.

Must be something to do with endorphins or naggings, not sure which.

[ellissj] 30/10/2018 12:22

Club, did your daughter buy into vrs (after receiving funds from prem bonds) as you said she was going to ? Best ellis

[loglorry1] 30/10/2018 12:17

@andrea152 the short answer is "no" assuming you mean Graphene from VRS?

[loglorry1] 30/10/2018 12:16

@jointer that just says VRS met the tender requirements it doesn't mean nobody else could have. Also why did Manchester Uni sign a 2 year supply deal with First Graphene and not Versarien?

[jointer13] 30/10/2018 12:10

hence why the Chinese are mad for our quality materials.

[loglorry1] 30/10/2018 12:10

@superG I thought you said 3M shorts were desperate to cover at 145p+ where are they? You said they were on a T20 and would be FORCED buyers.

[jointer13] 30/10/2018 12:07

thats only a small bit in the big picture

the quality team. collabs, secondees, etc etc etc etc

[loglorry1] 30/10/2018 12:03

@Club I know what you mean. The last significant order reported for 100K was 2 YEARS AGO!





Why didn't the customer come back for more? We know graphene has a limited shelf life so why no more orders here? Did they find a better cheaper supplier?

Does anyone know more about this?

Note it says "and further significant orders would be required to fulfil market potential." - these never came or were never released to the market.

[worzel1] 30/10/2018 12:03

Late entrant here ,sorry, are you " Tim Kempster"?

[jointer13] 30/10/2018 11:59

quality wins through in the end

"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."

[jointer13] 30/10/2018 11:57

quality. sept 17 and we have advanced.

"We are very pleased to have been successful in all the tenders we entered into to supply the CPI with our nanomaterials after a competitive process. 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.


Versarien plc (AIM: VRS), the advanced materials engineering group, is very pleased to announce that it has won a single supplier competitive tender for the ongoing supply of nanomaterials, including the Company's graphene, to the Centre for Process Innovation Limited ("CPI"). 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.