Versarien Share Discussion Threads

[davemac3] 06/11/2018 17:54

are VRS working 3 shifts a day?

[cheek212] 06/11/2018 17:47

3 tonnes per annum

[grabster] 06/11/2018 17:42

America's NGA joins GEIC

[bisho4] 06/11/2018 17:40

You're lying again, Tim Kempster/loglorry/Easybrent.

The figures mentioned were 1kg per shift (8hrs). 3 shifts per day. 3kg per day.

Stop lying.

[loglorry1] 06/11/2018 17:35

"Does anyone know if that is on a one shift per day basis?"

1kg per shift/day has been said. Nothing official in an RNS.

Other companies selling FLG at around $80/kg at the metric tonne level.

[joeblogg2] 06/11/2018 17:30

Just like Tern, this has been shafted by negatives and shorters BUT I do think they are in for a rude awakening!!!!

[aintree77] 06/11/2018 17:30

Rat - nice repeat of spikes old post, suggest it should be reposted 3 times a day, once after meals and until the irritation has gone.

[ellissj] 06/11/2018 17:29

Indeed roger, results commensurate through testing a 2D 'wonder' material i imagine ! Imo. Best ellis

[skyliteandy] 06/11/2018 17:25

No rumour Alchemy; he was intrigued by the large number of out of towners in the pub one night. I told him what it was about, knew his line of work so told him about the collab with Aecom. He did his dd and put his hand in his pockets. I think he actually bought at around 135p so I sheepishly tried to apologise and was preparing a confidence boosting chat but there was no need he's totally confident after his "research".

[baz99] 06/11/2018 17:18

I was under the impression that we currently have the capacity to produce approx 1T at the moment, and the new machine will raise that level to a total of 3T.Does anyone know if that is on a one shift per day basis?To remind everyone, I can't imagine Chris signing the purchase off if there was no demand for the extra Nanene so I believe there are sales going on quietly in the background but perhaps not to the level with an individual customer to be notifiable.One further thought, when the first big notifiable deal does bring an RNS, I can image one detractor who will take the credit for having *forced* it throughBaz

[alchemy] 06/11/2018 17:08

I think a really high volume thermal like concrete is the one I'm look for. therefor I like the Cheltenham rumour.---- we could perhaps look for profitability if we knew : - The yields of the 3t machines. The price per unit weight.The margin, give or take.The operating spend .I e is this delivery really good for conventional folk rather than disruptor worshippers?

[rogerbridge] 06/11/2018 17:06

I woner who the company was who telephoned Neill when he was at the NGA to say "it works, we have no idea how, but you are right it does work."

Early night tonight. I own all my shares so I will sleep well.

Good luck all.

[loglorry1] 06/11/2018 17:06

If this (below) were true why wouldn't they say so in their website or tech sheet?

"Never mind the boring bits; where's the "Certified "Nanene" i.e. high % sub-10-layer FLG with good laterals is available from a reliable and repeatable source now".

[ellissj] 06/11/2018 17:04

Good luck to him skylite :) atb. Ellis

[anley] 06/11/2018 17:02

So am I but it is now one full year from the start of the IOS debate and me thinks this is more political than commercial...............

GET IT SORTED..........for everyone concerned in manufacturing the stuff.

[skyliteandy] 06/11/2018 17:01

Well my neighbour here in Cheltenham (and drinking companion) is confident enough to shell out for 150k shares over the last 2 weeks. Oh did I mention he works in infrastructure and construction and knows a few senior bods over at Aecom? Just a coincidence.......

[ellissj] 06/11/2018 16:59

Which is why i say, hurry up uk govt; get the npl graphene testing service up and running asap. And visible to investors ! The UK needs a graphene market place that investors have confidence in to progress the industry and help it becomes the worlds best. Now and for future generations. If you want to 'capitalise' upon the scientific lead the UK has, then you must attract capital into it to commercialise it. Thus transparency and standards are key to generating confidence. This is simple economics. Aimo. Yours. ellis

[ellissj] 06/11/2018 16:51

In the graphene 'wild west' credibility is everything and our links to academia, industry organisations, CPI, governments (world) and collabs with many major companies suggests we are peerless. Furthermore, the company has confidence that it's products will meet the proposed iso graphene standards, the only company to say so i believe? When we have the certification of 2D graphene products, then in such an organised marketplace all may see for themselves what is what. Until then, it's a matter of opinion. I am very happy with my vrs investment choice. Dyor. Best ellis

[adejuk] 06/11/2018 16:43

hence the early m/c delivery

[adejuk] 06/11/2018 16:43

he is already worried about being overwhelmed

[fireball xl5] 06/11/2018 16:38

Lest we forget, new machines, capacity increased, demand. It’s all there for one to read.

[alchemy] 06/11/2018 16:36

That would be a good worry to have

[compoundup] 06/11/2018 16:24

There's a rather turgid abstract of the business describing Versarien's presence at the forthcoming IDTechEX event:

"Versarien plc is an advanced engineering materials group. Leveraging proprietary technology, the Group creates innovative engineering solutions for its clients in a diverse range of industries. Versarien's graphene subsidiaries include 2 dTech Ltd., which specialises in the supply, characterisation and early stage development of graphene products, Cambridge Graphene Ltd. which supplies novel inks based on graphene and related materials and ACC Cyroma Ltd, which specialises in the supply of vacuum-formed and injection-moulded products to the automotive, construction, utilities and retail industry sectors."



Never mind the boring bits; where's the "Certified "Nanene" i.e. high % sub-10-layer FLG with good laterals is available from a reliable and repeatable source now".

Maybe Neill is worried about being overwhelmed with demand.

[loglorry1] 06/11/2018 16:22

@serratia good post but you make the assumption that Nanene has outstanding properties as a strength additive vs competition. The problem is that's just not true. PureGRAPH for example has much better lateral size dimensions compared to Nanene. There are others. There is nothing special about Nanene and plenty of competition. I'd agree with your other points. On coatings, battery tech and inks there are many different equals and in some cases better suppliers.

So why the Twitter multiple of 9x market cap again please?

[serratia] 06/11/2018 16:16

Moving on from my Graphene quality post -



One or two posters have talked about Graphene producers valuations maybe more but quite a few posters are filtered. A number of producers can produce multi layer or few layer short lateral Graphene's.These will have some applications in say heat conductance and electrical conductivity. You can see this from the applications being targeted by companies that make Graphene's that would work there but not optimally in composites. Numerous suppliers will obviously lead to competition resulting in price erosion where the application is only heat and/or electrical conductance.

When launching a new product you need to work out the value chain and pitch a price which gives the customer sufficient return to use the material but leaves you with as much of the value chain as possible. In composites VRS material works and NR said no potential customer has found any problem with Nanene to date. So with limited competition in composites, or perhaps very little competition for optimal Graphene VRS would be in a position to charge a higher price for Nanene until someone comes up with an equal or better Graphene. So as long as VRS material has the quality combination mentioned in the earlier post they will be able to charge a higher price and capture more of the value. Some day perhaps another company will match VRS overall who knows ?

Logic dictates that with less competition prices stay higher , margins are larger, profitability higher. I think that's why VRS in part has a higher value than companies that can't make the demanding optimal specification material for composites.

In the inks field the layers/laterals don't look as demanding but other factors are important which you can see in the Cambridge patent relating to useability. I haven't yet looked at competitors inks but I can see where VRS/Cambridge have an edge in printing inks.

My conclusion is that at this stage in the race VRS are in the lead with composites and inks having more optimal materials/formulations. For now that allows them to have more control over the price and hence their profitability going forward. It seems the market agrees and why they have a higher market cap, companies like AGM have fallen by the wayside and Directa+ moving more to the markets other than composites.