Versarien Share Discussion Threads

[jointer13] 08/11/2018 14:28

one of the reasons we are superior

the tender open to all.

a lot of claims spouted about graphene/graphite, most of them probably b/s.

we know what we have...the tender for the cpi was based on quality.

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."

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.

[club sandwich] 08/11/2018 14:27

grabster, thanks.

mind you, I wouldn't object to some of FEVR's share price appreciation - it's done very well the past few years.

Still, our time will come. I am stunned that the price is lower than we opened, and that we aren't already through 200p!

[tini5] 08/11/2018 14:24

Please don't feed the troll.

[loglorry1] 08/11/2018 14:21

@billwave thanks for that. Rather than just say this can you justify the statement?

Its very hard to know how much VRS spend on graphene marketing because it's not broken down in the accounts. I think it's safe to say it's very little. They seem to spend most of their CEO time on marketing the company to investors from what I can see. That's why it's been described as a stock promotion.

Since they barely produce any Graphene saying they have a globally reaching production plan is a bit odd. You do know that NanoXplore have a production plan to scale up to 1,000 tonnes a year Vs VRS 3 tonnes a year?

Backing of world leading governments. HMG is backing all UK companies in this field. They have to by law. NanoXplore, FGR and XGS have all had substantial cash grant funding to help development their businesses from their host governments. I'm afraid you just have a blinkered view here and are believing too much Twitter promotional guff.

Is this really all you've got?

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Versarien have the most developed globally reaching marketing and production plan of any 2D material producer in the world and the backing of world leading companies and governments.
Keep your promise now ;-)

[grabster] 08/11/2018 14:17

CS - I think that was just the point that was being made when they were mentioned - that they could survive on AIM but that a company with VRS's bigger broader ambitions ought to immediately be main-market listed. (though I disagree)

[loglorry1] 08/11/2018 13:59

@1teepee thanks for your post. Can you justify this statement by making references to available data?

For example looking at specific surface area per gram. Nanene comes in at 45m2 Vs XG Sciences xGnP at up to 800m2.

FGR have a FLG solution with much greater lateral size and aspect ratio.

NanoXplore tech sheet is FLG Graphene and they are currently scaling up to 1,000mt/year.

Not only are these companies producing Graphene which is as good, it looks a lot better. You'd expect a these companies to be valued much higher not instead at a fraction of the VRS valuation.

Please feel to jump in with some hard evidence that proves why Nanene is significantly better as you claim.

---------------
Because they have the highest quality few layer Graphene in the world. There you go, you can now stop posting

[club sandwich] 08/11/2018 13:58

I have a lot of people blocked, but why all the talk about Fevertree? They're a soft drinks company? Wouldn't have thought there's much comparison with a company that has the potential to be at the forefront of a major change in the way the world does industry?

[grabster] 08/11/2018 13:58

For tax reasons there are may here who would prefer VRS to remain on AIM. I too expect a move to the main eventually, but am in no hurry to see that happen. It would also be significantly costlier for the company. At this stage - until they are comfortably into recording a consistent profit - I prefer them to stay on AIM. I am aware of the disadvantages of that, but still prefer it.

[billwave] 08/11/2018 13:56

Versarien have the most developed globally reaching marketing and production plan of any 2D material producer in the world and the backing of world leading companies and governments.
Keep your promise now ;-)

[occultusverum1] 08/11/2018 13:56

Does Fevertree have a patent? If it doesn't then they can't possibly justify their £3bn market cap

[andymoore07] 08/11/2018 13:51

Apologies, I brought up Fevertree, back to VRS please

[willoicc] 08/11/2018 13:50

There are plenty of soft drinks companies who only have to change their recipes to blow FEVR off course.

[1teepee] 08/11/2018 13:44

Because they have the highest quality few layer Graphene in the world. There you go, you can now stop posting

[dafad] 08/11/2018 13:43

alun cairns in China-was supposed to open an event in Wales today.wonder what he's upto???

[cheek212] 08/11/2018 13:36

Fevertree have a good product line and are shaking up the soft drinks industry, focusing on a niche area that few other large players have bothered with. Whether they are worth their £3.4bln market cap I'm not sure but they are taking the US by storm at the moment and have already done very well in the UK. They will get bought though and it's only a matter of time until Coca or PepsiCo etc gobble them up - their market is also limited unlike VRS which has a considerably bigger market potential. Just put into perspective though - VRS shares would be circa £22 each on a £3.4bln market cap! I do have a small FEVR holding but believe that the upside in share price is now limited - it will go up but more likely bought at a premium in due course. IMO.

[loglorry1] 08/11/2018 13:31

@grabster that's fine. If people want to filter me that's great. Many did when I pointed out the insane valuation in shares like BPC at 6p before they fell to 1.5p or TERN at 40p before it went to 12p.

It's all there in black and white if you want to check.

I promise to stop posting if anyone can point out why VRS should trade at what I call a Twitter Multiple of 9x its peer group. For that sort of premium you'd expect a very large and obvious advantage that they must have.

[bootie64] 08/11/2018 13:28

Thanks for posting magic beans, excellent!

[grabster] 08/11/2018 13:27

The view that many now get, Tim

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[loglorry1] 08/11/2018 13:22

OK @cookie just that you wrote "After just over 2 years of research with ICN2 Tunghsu come to Versarien for their graphene."

Now you are saying they aren't buying it.

I think it's also equally likely that VRS went to them. Obviously they are happy to keep a dialogue going just as they were prepared to collaborate with the Spanish not for profit organisation. In the latter case they travelled to Spain to meet them.

All that's fine but if Nanene really is the premium product you all say why didn't they snap it up?

[dgduncan] 08/11/2018 13:17

Occasionally I review the posts of some of those I have filtered and then see the continued utter drivel from them. I then tell myself how smart I am for keeping them on filter. Time for another Hamlet cigar.

[magic beans] 08/11/2018 13:12

Links from 2016 grapchina conference.

Intro page:
hxxp://www.grapchina.com/index.php/2016hyjj.html

Zhonghui Wang speech transcript:
hxxp://www.grapchina.com/index.php/Baogao/view/id/509.html

[festario] 08/11/2018 12:55

Who's dumping shares? SuperG? I thought you were going to enlighten me? Email if you prefer.