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[bootie64] 07/11/2018 14:21

Voxmarkets link

[bootie64] 07/11/2018 14:20

Podcast notes for those not able to listen

Been holding out for the right deal
Commercial agreement across multiple different divisions
Introduction to their customers, opportunities for leverage
Funding offer included MOU

Areas are
Thermal management, lighting, displays, energy storage which involves 2d Tech/Camb Uni Graphene /Gnanomat

NR on his way to airport...

[loglorry1] 07/11/2018 14:19

@Festario filtered for mentioning mentioning it.

Couple of posts there on XGS. In that context what's special about VRS to justify the 9x valuation. Other than all the twitter hype we see from NR that is.

[festario] 07/11/2018 14:14

Sandbag. Filtered, for mentioning it.Not really, only joking.

[sandbag] 07/11/2018 14:10

cazzer, filtered for engaging with trolls. Stop encouraging the tw*t and fouling up the BB.

[loglorry1] 07/11/2018 14:10

So XG Sciences are the Lada vs the VRS who are Ferrari you claim.

Let's look at Specific Surface Area of their their xGNP product.

Our proprietary manufacturing processes allow us
to produce nanoplatelets with varying performance characteristics that can be tuned to specific end-use applications based on customer requirements. We currently
offer four commercial “grades” of bulk materials, each of which is available in various particle sizes and thickness, which allows for surface areas ranging from 50 to 800 square meters per gram

Nanene has a surface area per gram of 45m2.

Pure Graphene eg one layer thick is 2630m2/g.

Why is the surface area of Nanene so poor compared to it's competitors. We know that this metric is extremely important when adding to polymers to add strength.

[bootie64] 07/11/2018 14:08

Vox podcast out

[scottishfield] 07/11/2018 14:08

It'll soon shake your windows ,
and rattle your walls,
for the times..

[fuji99] 07/11/2018 14:07

Good sign to see some decent volume these days.

[bootie64] 07/11/2018 14:06

LOL cazzer :o)

[loglorry1] 07/11/2018 14:06

Another interesting paragraph from XG Science a company which is valued at ~£25m vs £190m for VRS

To put this in perspective VRS are next year trying to hit 3mt of capacity.

Thus, while many of our customers are currently
purchasing our materials in kilogram (one or two pound) quantities, some are now ordering at multiple ton quantities and we believe many will require tens of tons or
even hundreds of tons of material as they commercialize products that incorporate our materials. We also believe that those customers already in production will
increase their order volume as demand increases and others will begin to move into commercial volume production as they gain more experience in working with our
materials and engage new customers. For example, in the first half of 2017 we shipped 3.4 metric tons of product for various end-use customers and in the second half
of 2017 we shipped just shy of 14 metric tons. In the first quarter of 2018 we shipped 14.8 metric tons of products comprising 10.4 metric tons of dry powders and
approximately 4.4 metric tons of additional product in the form of a slurry, cake or other integrated products. In the second quarter of 2018 we shipped 15.4 metric tons
of product comprising 11.2 metrics tons of dry powders and approximately 4.2 metric tons of additional product in the form of a slurry, cake or other integrated
products. In the second quarter of 2017 we shipped 1.9 metric tons of product, comprised mainly of dry powder. This demand profile is further evidence that we are
transitioning into higher-volume production. Based on customer forecasts and management estimates, we expect to ship from 100 to 200 metric tons in 2018.

[scottishfield] 07/11/2018 14:06

Yes, v v solid indicator of what's to come vrs1. If there was ever a signal to us that ''all is (very) well'', this is it imo. I added today with renewed confidence.

[jointer13] 07/11/2018 14:05

any newbies mikes research in the header is well worth a read..a small extract

. Competitors
There will be many companies that win over time as advanced 2D materials are commercialised, as there are 1000's of combinations of uses in 1000's of products and new technology. The question is who is going to be the pack leader and first major mover?

Hundreds of companies have claimed over the last 10 years to be able to produce and manufacture graphene all promising incredible benefits to their customers and amazing shareholder returns however £$€¥ millions have been lost by investors.

VRS have first mover advantage and UK PLC have invested £1 billion in graphene infrastructure to create a unique flywheel that becomes more and more difficult to replicate / catch up with day by day

The competition for producing graphene hasn't started to arrive at scale … It will arrive over time (and probably sooner than I think as its benefits are so disruptive) but there is plenty of catching up to do. Below is a more detailed teardown of competitors you are likely to come across in your research with my opinions on them – this is not exhaustive but will hopefully make it easy to spot emerging competitors when they do arrive (please highlight any you think are real answering framework qus below!).

List of competitors (between the three links below you have most of the market!)
·
· hxxps://www.businesswire.com/news/home/20170928005515/en/Global-Graphene-Market-Opportunity-Projects-Application-Patent
· hxxps://www.idtechex.com/research/reports/graphene-2d-materials-and-carbon-nanotubes-markets-technologies-and-opportunities-2017-2027-000530.asp

Key questions, when reviewing to assess if they are real players:
Are they fraudsters?!
Who are the people running them and what is their background?
What is their real business value proposition? Do they have the right background to win in this space or are jumping on a bandwagon?
What type of graphene are they claiming to make in what way e.g. CVD graphene, Powders or inks
What graphene applications are they focusing on – are these areas ready for commercialisation or still in research labs?
Does it meet ISO standards / CPI specs?
Have they got independent 3rd party data proving quality of their graphene?
Can they produce commercial quantities?
Can they, or do they have partners to support the product development of applications and testing so that customers can use it?
Financials – are they a real business? Listed? Investors? Revenues? Cash (burn/flow/balance)?
Newsflow – Are they communicating research collaborations, company progress or material sales orders or news that will impact the P/L?


Generally I group these companies into 4 types:
Graphite producers: At least 75% of the market!
Graphene producers: Mainly in research phase and struggling to test and prove applications and scale their CVD graphene manufacturing processes to meet quality, price and quantities to be commercially viable but may have some future but will burn through investors cash for years getting there
Graphene Application Developers & Consultants: Not producers but trying to help companies test “graphene / graphite” and find ways to enhance their products
Fraudsters: Plenty out there jumping on the “wonder materials” bandwagon!

[loglorry1] 07/11/2018 14:05

@cazzer69 I hear you but VRS is no Ferrari - if it was they'd state clearly why Nanene is better than XG Sciences xGNP just as Ferrari clearly state why their cars are better than Lada.

[vrs1] 07/11/2018 14:03

IMO today's and this Monday's RNS' were both brilliant. One can sense the optimism coming from Neill and co. I see £1.40-50 this week and £2 very soon.

[cazzer69] 07/11/2018 14:01

Enzo Ferrari: I'm going to build the best car in the world.
Loglorry: Lada are already making cars.
Enzo: My cars are in a different league. I have many advanced orders for them.
Log: Lada have sold thousands of cars already.
Enzo: But my cars will be aimed at a totally different market segment.
Log: But Lada's can already do everything your cars can do.
Enzo: But my cars will be fast and beautiful.
Log: But that doesn't matter to some people. Lada will wipe the floor with you.
Enzo: Yeahhhhh....ok....
Log: Lada lada lada.....

[festario] 07/11/2018 13:59

Maisto, I love you too!

[loglorry1] 07/11/2018 13:54

Today's collaboration should be put in context perhaps by looking at the last XG Sciences (~25m market cap) quarterly report here target='window'>https://www.last10k.com/Search/LoadPDF?u=

Here are some extracts

We currently have hundreds of customers trialing our products for numerous applications, including,
but not limited to lithium ion batteries, lead acid batteries, thermally conductive adhesives, composites, thermal transfer fluids, thermal management and heat transfer,
inks and coatings, printed electronics, construction materials, cement, and military uses. We believe our proprietary processes have enabled us to be a low-cost
producer of high quality, graphene nanoplatelets and that we are well positioned to address a wide range of end-use applications.

We sell products to customers around the world and have sold materials to over 1,000 customers in 47 countries since 2008.

Our customers have included well-known automotive and OEM suppliers around the world (Ford, Johnson
Controls, Magna, Honda Engineering), global-scale lithium ion battery manufacturers in the U.S., South Korea and China (Samsung SDI, LG Chemical, Lishen, A123)
and diverse specialty material companies (3M, BASF, Henkel, Dow Chemical, DuPont), as well as leading research centers such as Lawrence Livermore National
Laboratory and Oakridge National Laboratory.

We have also licensed some of our base manufacturing technology to other companies, and we consider technology
licensing a component of our business model. Our licensees include POSCO, the fourth largest steel manufacturer in the world by volume of output, and Cabot
Corporation (“Cabot”), a leading global specialty chemicals and performance materials company.

VRS are on a market cap Twitter multiple of around 8x as much as XGS*.

*based on XGS valuation of last funding round.

[red7al] 07/11/2018 13:53

Ah yes, thanks for clarification

[loglorry1] 07/11/2018 13:51

@redval VRS have RNS'd this collaboration

I think you are perhaps confusing this with the Inov8 trainer which was launched with graphene in it. This had nothing to do with VRS. It was a MoU collaboration with another team. One of the people involved used to work with VRS I think but left.

[mryl] 07/11/2018 13:50

Maisto,
about shorters: agreed
about CS: agreed
about Fest: agreed
Cheers

[red7al] 07/11/2018 13:48

I understood it was University of Manchester working with Vivofoot. What makes you think VRS have a collaboration here?

[club sandwich] 07/11/2018 13:46

"Of course you are right in principle – we need sales. But going on and on about it in the manner that you do is just weird, senseless and counterintuitive."

what's that? you're saying I haven't made my point forcefully enough and need to carry on? Righty-ho...