Versarien Share Discussion Threads

[luckyorange] 08/11/2018 09:54

Logistically that is bound to be a loser axotyl, the actual cost of shifting it around , dealing with the waste, paying wages, salaries and production/fixed costs as well as buying the raw material in the first place, are you sure you got that right?

[fhasson] 08/11/2018 09:54

I wonder what the third gun will bring? Will it be this week?

[anley] 08/11/2018 09:52

LuckyOrange...........interesting to see you mention that the signing was done in Cambridge.

A picture was posted and apart from our CFO there was Dr Stephen Hodge - Head of VRS Research there as well.

The Chinese would have been impressed...............

[grabster] 08/11/2018 09:51

Going back to the final part of Monday's China announcement -

"I am delighted by the support we are receiving from the Chinese Government at all levels, together with the UK Department for International Trade and I look forward to making further announcements as our relationships in China progress and we enter into further agreements."

I think most onlookers would have been quite impressed if the first of such 'further agreements" came within a few weeks. It came in 24 hours.

Things are clearly slotting into place quite rapidly. No wonder the ceo tweeted a few days ago that he feels more confident than ever.

[club sandwich] 08/11/2018 09:49

20pc - I have a spreadsheet just like that. I've never tried putting in zero and don't intend to: whatever other revenues VRS may generate (new applications etc) I hope they never actually give nanene away! And even if they ever do I sure hope it won't be for a long time yet. They haven't even received their first significant order yet, and you're already talking about giving it away ;-)

[axotyl] 08/11/2018 09:48

I'm probably the only Timber Transport reader at the moment. His latest find is a company forecasting $30/kg for "high quality graphene". Bless.

[forestfred] 08/11/2018 09:47

Luckyorange

That’says it all .

We have something special .

We know it , China knows it and big globals know it.

USA to conquer next ? .

Ff

[luckyorange] 08/11/2018 09:47

When sellers are out then it will move up, that is the way the cookie crumbles. Afternoons seem to be favourite at the moment.

[20pc] 08/11/2018 09:47

Bare with me on this. The latest deals are vast. If like me you have a spreadsheet with the sale price of graphene as the variable starting point and the number of 100/1000s of tonnes required along the top. Every time you get a sniff of a guesstimate of what it will be sold at you type it in and the revenue gets lower and lower, I know that some of the detractors use this to attempt to undermine the confidence of the LTHs. Well I accidentally put zero in and got zero out, doh that's not good. Although it would make a fantastic sales pitch.. We will give you Nanene for FREE. One of the first questions I asked Neill returned the answer, we want to get as high up the supply chain as possible. SO if you get a slice of every pie and are in enough bakeries you could supply the dough at cost or even free. China is the biggest bakery in the world. I am going to spend less time on the spreadsheet in future. Great company, great team, great future.

[luckyorange] 08/11/2018 09:43

So many amazing graphene companies in the world and yet Tungshu have chased Versarien down even so far as coming over to the Cambridge Graphene Centre to sign the MOU. Wonder why that is?

[club sandwich] 08/11/2018 09:43

I'm sure Samsung, Apple, Nokia etc are all paying very close attention to this announcement...

[forestfred] 08/11/2018 09:37

Given the latest Rns which is spectacular news .

I would think the chances of our current collaborations coming through as positive have now increased .

As recent Rns confirm confidence in Vrs Nanene product both in words and actions .

Ff

[ratpat999] 08/11/2018 09:35

Newbies to the board please take everything you see that loglorry posts with a pinch of salt he is massively underwater with short positions he started at 60p ish he will do and say anything to damage VRS total scum

[rogerbridge] 08/11/2018 09:32

Steady as she goes. I thought that the Tungshu news should have propelled the share price higher, Graphene is still off the radar for many investors. We are looking solid so it’s just a matter of time.

[loglorry1] 08/11/2018 09:31

NanoExplore Canadian listed Graphene producer (£84M market cap ~£100m less than VRS)

It’s worth taking a look at NanoExplore a Canadian listed Graphene producer and comparing it with VRS. I’m not advocating buying NanoExplore shares but as you can see below it shows a) how far behind VRS are compared to them and how much higher VRS are valued than NanoExplore (nearly 3 times as much as VRS is £200m+, even more fully diluted).

DESCRIPTION
“Our process is high yield, large volume, low cost, and produces graphene powder with very high quality. This allows us to target mass industrial material markets such as polymers, markets requiring large volumes of material. And due to the quality of our graphene, we can provide significant benefit to industrial materials at low loadings and viable price points.”

Main comparison product to Nanene is Graphene Black 0X tech sheet below

As you can see lateral size is good average 13um and good distribution see figure 2. 6-10 layers. See Fig 1, 2 below.

SALES GROWTH
Sales growing strongly (quarterly reports below)
2018-03-31: CAD$ 2.81m
2017-21-31: CAD$ 1.39m
2017-09-30: CAD$ 0.613m
2017-60-30: CAD$ 0.760m

New Canadian production of 10,000 tonnes per year selling at $10/KG!


FUNDING
Just raised CAD$10m at CAD$1.65 valuing company at CAD$155m current market cap $CAD145m to fund the 10,000 tonnes a year expansion

UNIVERSITY CONNECTIONS
Strong University links with University of Toronto . Professor Park.
NanoXplore has a team of 5 Mitacs Canada Accelerate postdocs who work to develop innovative low-cost graphene nanocomposites for industrial use?

CUSTOMERS
Obviously given it is building a new 1000 tonnes per year facility it has no shortage of customers. Here is a description of one of their latest projects.

“it launched a new blow and injection molded plastic facility earlier this year to manufacture engineered plastics products, and is already supplying to more than 30 customer”

WHERE DO THEY THINK THE MARKET IS HEADING?
“The graphene market has changed significantly over the last three years. Three years ago the challenge for end users was to obtain decent material, in volume, at a reasonable price. Today there are several producers, including NanoXplore, producing large volumes of good quality graphene. Prices per kg for high quality graphene have fallen during this period from $30,000 kg to $100 Kg and are set to fall to $30 kg over the next five years.”




FIG 1


FIG 2

[grabster] 08/11/2018 09:26

"... It is envisaged that Tunghsu will provide financial support as well as strategic support ..."

Note the use of "will"

- not "could possibly" or "might" or "would consider providing"

[laginaneil] 08/11/2018 09:23

Ratpat - Thanks for the info. I wondered why 3 of our guys in the pic.
Could this be a good sign? Neill very busy can't go to customer they come to us now!

[club sandwich] 08/11/2018 09:22

I'm frankly astonished at the lack of share price reaction to this news. Everyone'd waiting for China news to arrive, it arrives, and... nothing (or virtually nothing). At the very least I would have expected us to move in short order back to where we were a few weeks ago, the 170-180p range.

Perhaps the markets are disappointed there hasn't been a big government-to-government announcement, as some on here indicated there might. Of course that may yet happen, but the reaction is very muted so far. Sure it's slowly climbing, but the rise seems much harder and more hesitant than in the past - and that was only on speculation, not facts.

All very odd.

[alchemy] 08/11/2018 09:19

Yes all is set fair seemingly .There is even a spelling course later today.Complements to you all.

[squire007] 08/11/2018 09:15

Shoot the fekkers .... ;-)

[spike_1] 08/11/2018 09:06

pshevlin - yup I would hope so along with the framework deal earlier in the week.

[superg1] 08/11/2018 09:06

Very strict banning order now in play, apologies for going OT.

[superg1] 08/11/2018 09:05

Chumbo

It’s embarassing to think grown adults probably in or previously in good jobs are behind such posts, predomoninantly ‘men’ no doubt.

But then I recall working with a number of complete aresholes and they were the ones that always played the whatever fitted ‘card’ when they were under the spotlight.

Always the same wherever you go, thank heavens for the silent majority.

[john henry] 08/11/2018 09:05

How can you not have a slice of VRS in your portfolio.