Versarien Share Discussion Threads

[festario] 05/11/2018 18:24

I woke up in high spirits today after the rns, but after reading the BB I feel thoroughly depressed!

[mryl] 05/11/2018 18:23

AD63, funny thing is ClubSandwich was talking about the share price hitting £600 and more in the future.. but it seems he thought that it would be happening by Christmas or something.. in which case I understand his disappointment! haha
#facepalm

[mryl] 05/11/2018 18:15

Let's be real, a business is not just about orders.. I hope you know that!
You could have all the orders in the world but still make a huge loss, have a bad team, poor financial practice and no long term strategy and go burst in a matter of years.

Versarien may not have had a massive order yet but I am confident that many will come, because the company has
- High quality products, not only Nanene, but also Hexotene and Graphinks and more to come I am sure.
- A great team, from CEO to NPL guy.
- A serious CFO, special mention because I think it is very important.
- A competitive advantage
- Seriously valuable IP, including patents, trade secret, trademarks.
- A clever short term strategy, by offsetting costs of research and expansion with revenues from mature businesses.
- A clear long-term strategy, I think we can all agree on that one.
- An ever-expanding international network.
- Political support with DIT secondees.
- An absolutely humongous market to address that is just getting started!
- May I add a multi-sector market, with (prospective) customers in aerospace, healthcare, construction, consumer goods, sports equipment, automltive, electronics and ...
- Little serious competition.

So I think that as long as the CEO and his team keep working hard and smart, this company is going places!
#lth #vrsfamily

[ellissj] 05/11/2018 18:13

Sixth element 'few layer' NMP graphene, is likely #reduced graphene oxide.# Unlikely to iso standard. Ie few layer is 3 or more. Rgo should be single layer. Aimo. Dyor. Best ellis.

"Abstract

We report a simple and effective method for reducing and functionalizing graphene oxide into chemically converted graphene by solvothermal reduction of a graphene oxide suspension in N-methyl-2-pyrrolidone (NMP). Graphene oxide sheets were functionalized by free radicals generated during heating of NMP in the presence of air. The degree of functionalization was easily controlled by manipulating the reduction time. High functionalized solvothermally #reduced graphene oxide# (STRG) shows superior dispersibility in various organic solvents, while slightly functionalized STRG shows excellent electrical conductivity. The superior dispersibility of highly functionalized STRG in organic solvents was attributed to the steric effect of functionalized groups on the surface of STRG sheets. Free-standing STRG paper that was reduced for 1 h exhibited electrical conductivity as high as 21600 S m-1, while the dispersibility of STRG that was reduced for 5 h was as high as 1.4 mg mL-1."




ISO STANDARD, AS PROPOSED:

"3.1.2.13

graphene oxide

GO

chemically modified graphene (3.1.2.1) prepared by oxidation and exfoliation of graphite (3.1.2.2), causing extensive oxidative modification of the basal plane

Note 1 to entry: Graphene oxide is a single-layer material with a high oxygen content (3.4.2.7), typically characterized by C/O atomic ratios of approximately 2,0 depending on the method of synthesis.

3.1.2.14

reduced graphene oxide

rGO

reduced oxygen content (3.4.2.7) form of graphene oxide(3.1.2.13)

Note 1 to entry: This can be produced by chemical, thermal, microwave, photo-chemical, photo-thermal or microbial/bacterial methods or by exfoliating reduced graphite oxide.

Note 2 to entry: If graphene oxide was fully reduced, then graphene would be the product. However, in practice, some oxygen containing functional groups will remain and not all sp3 bonds will return back to sp2 configuration. Different reducing agents will lead to different carbon to oxygen ratios and different chemical compositions in reduced graphene oxide.

Note 3 to entry: It can take the form of several morphological variations such as platelets and worm-like structures."

[ad63] 05/11/2018 18:11

Didn't NR say in a recent podcast there was competition and that it was a race.....so nothing new there and shouldn't be a surprise - so why is it now? I get the feeling that a take over would now be welcome by some who were going on about future £10...£15 a share valuations not so long ago. Reminds me of the song 'you only sing when you're winning' or should it be when the lyrics are 'when the price is £1.80'?

[superg1] 05/11/2018 18:02

A quick example

PRG.

Quite simple really I read the Lesotho mining policy that came out. The funds PRG had were nowhere near enough for them to acquire the licences for Mothae. Daily warnings and even begging a friend or two to sell before they lost it all didn't work.

Then post suspension out came the false loan that not one investor knew about or the nomad. A false loan of $75 mill that Paragon made up to try to get the licence from Mothae.


FUM

I forget how many I warmed re the MED news as BS, hiding that it hadn't worked for medium and serious and that they would have to do it all again as that's what the big names would be interested in.

Gawd knows how may piled in on the back of that fraudulent news.

AIM rife with it.

[loglorry1] 05/11/2018 17:47

NR confirmed today that the second patent they applied for was withdrawn. He says it was their choice to withdraw it but fails to say that was after the searches came back with prior art it was almost certainly sunk.

He says that it was something they were trying but the first patent from 2011 still provides protection anyway.

Reading the two descriptions I have my doubts. The second patent was clearly more to do with scaling up the process whereas the first is about lab scale production. The first even talks about grinding graphite by hand for 30 mins!

I guess we'll see but I would urge investors to properly read the two patent descriptions and compare them.

[loglorry1] 05/11/2018 17:47

@Club is right there's been no progress on orders just a few collaborations. There are huge production capacity in other firms while VRS seems to only now be talking about 3mt next year.

You can all bang on about FLG and ISO and number of layers etc. but it's clear the competition are scaling up and SELLING and VRS are not selling any significant Graphene.

[nemo19] 05/11/2018 17:46

Graphene coated jacket anyone?

The first edition of the Graphene Jacket is a fully reversible jacket, with one side coated entirely in graphene and the other not. The graphene side is gunmetal grey. The non-graphene side is matt black and made from high-strength, high-stretch nylon. “Depending on which way round you wear it and what you do in it, the jacket will interact with your body and the world around it in a series of different ways,” revealed the Vollebak team. They also explain in their press release that graphene challenges the fundamental laws of heat conduction, meaning your jacket will not only conduct the heat from your body around itself to equalise your skin temperature and increase it. So, theoretically, the coat can store an unlimited amount of heat, which means it can work like a radiator.

'When clothing can start conducting heat and electricity all sorts of cool things can start happening. It means that over the next decade your clothing can start to become a platform for other innovations. And that’s really what we’re interested in. Heating is not the end game. Our view is that wearable technology will become increasingly invisible over the next 10 to 20 years. Instead of wearing it over your eyes or on your wrist, it will be embedded as clothing and tech simply merge. We think graphene’s ability to conduct heat and power and withstand insane forces, while adding zero mass, will make it central to the story.

By putting Graphene Jackets out into the world as experimental prototypes, we aim to open up our R&D process and accelerate discovery by getting graphene out of the research labs and into the field. And we’re looking to harness the collective power of early adopters as a test group to do it. Together they’re some of the smartest and most hardcore guys in the world – adventurers, entrepreneurs, scientists – so we believe that between them they’re likely to discover things that we don’t know. It brings massive scale to our ability to experiment with the material to see how it behaves.'

'We can look forward to a future where Graphene is more easily incorporated into a variety of existing and emerging technologies.'

[pshevlin] 05/11/2018 17:44

Sixth Element Stats:-

[woodpeckers] 05/11/2018 17:31

ic0gcds005 Nov '18 - 17:22 - 45813 of 45818
0 0 0
I beg to differ
Business is all about orders ..... period

We'll have to agree to disagree on that one...in my book it's about preparing the groundwork then getting the sort of orders that will be profitable and good for the company.

[club sandwich] 05/11/2018 17:29

Pshevlin - I accept what you say, but s'holders aren't going to get rich off the amount of nanene needed for headphones. It's the massive industrial applications - plastics, rubbers, concrete, composites, metals, ceramics, glass - we need, and so far there's absolutely no sign of them.

[pshevlin] 05/11/2018 17:29

"6th element have not got any data sheet,"
They don't care,they probably don't need one they are Chinese!
On the other hand Huawei must know what they are getting. As to the financial status of the company I haven't a clue. Anyone else?

[1teepee] 05/11/2018 17:26

Any links? Can't find them. Thanks

[rogerbridge] 05/11/2018 17:25

1 teepee. Yes they do.

[ic0gcds00] 05/11/2018 17:22

I beg to differBusiness is all about orders ..... period

[nemo19] 05/11/2018 17:21

Been out for a few hours. Surprised nobody noticed this on Twitter:

Versarien's New China Update Reflects Renewed Importance of Sino-British Business.

'The supported integration into the Chinese market outlined by Versarien’s Framework Agreement would certainly allow the company to differentiate itself and find success.

As Versarien hopes to shape the graphene sector, it has also jumpstarted its strategy for carving a leading place into the UK’s new business world order. A trained eye, therefore, should be kept on Versarien--the last time the company signed a new deal in the Chinese market, back in July, it finalized 23 more in the following weeks.'

[rogerbridge] 05/11/2018 17:20

Pshevlin, we are all aware that there are different grades of graphene and graphite. Some inferior graphene will have applications, but VRS is aiming for high specification applications that others can not do. VRS could produce lower spec graphene.

[1teepee] 05/11/2018 17:19

6th element have not got any data sheet,

[woodpeckers] 05/11/2018 17:17

Well I'd love to be in on the chat between Neill, Matt, Peter and the rest of the gang tonight....

I'm guessing that they are disappointed not only with the reaction of the market but also that of some of the investors here. The trouble is we really don't understand what is going on in the background.

I'm sure this announcement has taken lots of work and is far more significant than is immediately obvious.

Businesses aren't ALL about orders.Obviously these have to come at some point but good solid building blocks are essential to construct a business that will survive the test of time and I think that is what is happening here.

It's not just a question of trusting Neill, though I do. It is about looking at the solid groundwork that surrounds this company.

So far, he appears to be doing everything right in my book. He is making the right contacts, academic (to ensure we stay ahead of the game in researching not only graphene but also the many other 2d materials) and also politically (which is obviously important when you are talking about a company that will almost certainly be truly international.

The fact that we have the biggest names in the graphene world associated with our company speaks volumes.

I appreciate that there is a race on to get to market fast but we don't have much serious competition as far as I can see. Most of the other companies competing appear to have inferior products and/or are burning cash.

I'm more than happy with where we are currently at. Obviously I'd love to wake up to news or a huge order but I'm confident that that day will come.

Enough rambling, poor Neill has enough to wade through.

[pshevlin] 05/11/2018 17:15

To be fair Club they do have other stuff on the go including audio equipment and batteries not to mention building materials but like you I'm a bit worried that China might prove to be a costly distraction. Looking forward to being proved wrong.