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[fuji99] 09/11/2018 14:11

Expect a few Christmas gifts in the form of orders in series.

[loglorry1] 09/11/2018 13:49

@1teepee - FGR if you are talking about them have had a lot of independent testing done at the University of Adelaide. They are also as you know tier one members of GEIC along with VRS and Haydale and have an agreement to supply University of Manchester.

Their product can be setup as a unit to produce their graphene nearer the point of use if required.

I don't know if they are better or worse than VRS but their tech sheet is very impressive more so in many ways than Nanene.

The point really is valuation though. VRS are valued nearly 10x as high as FGR. What justifies the VRS premium?

[1teepee] 09/11/2018 13:34

The postage cost from Australia will be huge, offsetting any cheaper price.What about independent testing? Do they have that? Or do they make their own standards?

[thatkieran] 09/11/2018 13:33

If there was any doubt which markets we are best targeting.... look at China go!hTTps://youtu.be/wykaDgXoajc

[rogerbridge] 09/11/2018 13:27

We know that more Nanene machines will be required here or in China, but the Tungshu agreement could monetise the Cambridge Graphene inks, Nanene and Gnanomat I.P. Quicker than we think.

We have some capacity on the inks side and the impression I have is that the ramp up could be fairly quick.

Tunghsu are a very large producer of liquid crystal substrate and optical display material.

Not forgetting the flexible batteries and Graphene King batteries where Gnanomat should be able to improve this product line, along with their vehicle batteries.

Personally, I believe that Tunghsu are the perfect partner for VRS and no wonder they not footed it over here to make this agreement.

I do not believe any other Graphene manufacturer could offer the range of premium products and technical solutions that VRS have at our disposal.

I am very excited.

[festario] 09/11/2018 13:19

I couldn't trade this if I wanted to.Max to sell is 2000 shares at 120pWhat sort of market is this?

[festario] 09/11/2018 13:14

User 1teepee - Filtered

[loglorry1] 09/11/2018 13:11

@1teepee that's true but it's not just the cost of Graphite it's about maximising the use of the capex you've spent on the machines etc. and being able to compete with other methods where they have high yields. E.g. FGR report 80%+ yield. NanoXplore similar. That's how they get their FGR down to a projected $10/kg.

BTW I'm not the antichrist here.

Have you read the two patents that VRS have filed and compared them to other producers methods? Anything jump out telling you why Nanene can justify a premium sale price reported by the bulls to be many times as high as their peers?

[woodpeckers] 09/11/2018 12:54

Think he means the RG sale 28th Sept sandbag. It was uncomfortably close to today's news.

[sandbag] 09/11/2018 12:51

DAFAD,


DAFAD - 09 Nov 2018 - 09:40:44 - 47113 of 47159 VRS The world lead in real Graphene (Nanene) - VRS
mmm director dealing rns at hayd

Where are you seeing this please?

[1teepee] 09/11/2018 12:50

The yield is not as important as you think as graphite is very cheap. It's not like gold or diamonds;)

[1teepee] 09/11/2018 12:49

I think all of a sudden we will be getting massive paychecks as the work layed down now suddenly ripens

[1teepee] 09/11/2018 12:47

I know for the graphinks is 100% yield and the nanene is 90%< 10. It is also functionalised during manufacturing so it binds to the composite materials

[squire007] 09/11/2018 12:45

Not the time to trade !!! Jeez ;-) Happy Sipp time ...

[rogerbridge] 09/11/2018 12:42

I think a few are missing a point over the agreement with Tunghsu.

We all know that we have not the machines in place at the moment to produce all the Nanaene that will be required.

We do however have Cambridge Graphene who do have capacity on the inks side.
There could be a faster uptake here for the Tungshu liquid crystal substrates, remember they have 20 production lines!

Optical display materials annd not forgetting the possible Gnanomat contribution to the Tunghsu Graphene King batteries and future vehicle batteries.

Personally, I think that VRS and Tunghsu are a perfect match. I believe that is why they hot footed it this week to sign up.

I am very excited and see the monitisation of the VRS, Cambridge Graphene and Gnanomat I.P. before too long.

[loglorry1] 09/11/2018 12:28

@1teepee ask him what % of the initial graphite becomes 10 or fewer layer graphene. The patent they rely on has this at 20%. This won't be commercial. It's not clear they can re-use and re-grind the other 80%.

For other methods e.g. chemical exfoliation the yields are much much higher.

The patent they tried to file to protect what looks like the scale up was knocked back as there was prior art. Here is the information




Also worth asking about lateral size and see if you get the usual dodge the answer type response.

[1teepee] 09/11/2018 12:14

If you don't feed the trolls, they will starve and die out

[chimpandy1] 09/11/2018 12:00

Isn't that what the previous thread was 1teepee? I seem to remember everyone moving over to this thread because the last 1 was taken over by shorts and trolls. I'm sure yours will be different though.

[1teepee] 09/11/2018 11:57

To help you

[runthejoules] 09/11/2018 11:55

Very glad to hear you're going to try to trade this Fest. Given your fat-fingered history you should give us lots of cheap shares on the lows & push us further up on the highs! ;-)

Ps superg1 would you like some paid work insulating & moving cables under the floor in my box room? :-)

[ellissj] 09/11/2018 11:54

And of course in the last podcast neill restated his aim to build a big company. Backing the boy to succeed here. Aimo. Glalth. Best ellis

[ashehzi] 09/11/2018 11:52

Added another £1K in two chunks today. Every little helps.