Versarien Share Discussion Threads

[sandbag] 09/11/2018 15:14

fuji99 filtered for engaging with the troll. Pity, he's posted some good stuff.

[fuji99] 09/11/2018 15:11

ocult - Just $100/g for nanene will be enough for us. The 3T machine alone will deliver 3000 kg or 3 million grams giving us $300 million sales.

[loglorry1] 09/11/2018 15:08

@occultusverum1 if you read what I wrote you'll see exactly how I arrived at the estimates. Some are forward looking yes some look back at past prices. I've provided references to the source material.

I've also tried to ask for at least some guidance on sale prices from NR on Twitter but as usual was met with a glib reply.

Lastly taking forward looking prices is correct if one assumes that VRS will take time to scale up as every other graphene producer has done.

[occultusverum1] 09/11/2018 14:59

So you're saying that forward looking statements based on assumptions that haven't been proven are a better method of valuing something? Right you are then.

[loglorry1] 09/11/2018 14:55

Graphene Supermarket - oh please don't be daft. We are a long way past lab scale stuff here.

[kemorkid] 09/11/2018 14:52

I private messaged superg1 in July asking him if Haydale would be a good punt .
His reply in summary was”don’t touch”
Thanks SG1
Keep up the good work snd I value your opinion
Thanks

KK

[loglorry1] 09/11/2018 14:52

They do...


However I'm not trying to sell FGR to anyone. I think all these companies have huge problems. The most likely winners are those currently ahead like Sixth Elements, XGS and NanoXplore.

------------------------
Why doesn’t puregraph state how many layers? Also they don’t seem to have atomic force sensors

[occultusverum1] 09/11/2018 14:52

That's my point 1teepee, its pricey stuff for something that isn't as good as the specification of nanene.
There are plenty of other products on the website that may be more similar to nanene.

[1teepee] 09/11/2018 14:49

Also $175 for half a gram seem pricey

[1teepee] 09/11/2018 14:47

It saysAverage flake thickness: 1.6 nm (less than 3 monolayersThis is not less than 3 monolayers if 0.34 = 1 layer

[fuji99] 09/11/2018 14:45

log - The only thing I believe in your "contributions" is that you don't understand that the price of a material is a function of its quality. I mean ... The more expensive it is, the higher quality it has.
Then if you don't like or don't agree with what's happening at VRS why are are you still around discussing it at length ? Amazed how stupid you are to waste your time on something that does not interest you. Otherwise you look as someone who is stuck in this BB for definitely a reason.

[occultusverum1] 09/11/2018 14:42

Here you go hxxps://graphene-supermarket.com/Grade-AO-1-1.6-nm/
Get your credit card out or ask your puppet masters to spot you a few quid.

[jbe81] 09/11/2018 14:41

Superg, when do you expect interims here?

[1teepee] 09/11/2018 14:40

Why doesn't puregraph state how many layers? Also they don't seem to have atomic force sensors

[spike_1] 09/11/2018 14:39

Indeed you have sg and good on ya - Spike

[loglorry1] 09/11/2018 14:36

@fuji you numptie that's not a Graphene order!

@occultusverum1 that's not true at all but if you can show me where I have been selective please do. If you can show me evidence of higher sale prices of premium graphene or similar I'm all ears. Better still if you can tell me what Nanene is projected to sell at that's great.

"Why would a company sell their product at such a reduced price compared to their competitors?"

The price of $10/kg was projected for the scale up project. NanoXplore who are a world leader are projecting much lower future prices. They are basically saying our project works even at these lower prices. We are not at $10/kg yet. Here is their outlook statement.


“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.”

Even if we assume $100/kg for Nanene which is 2x Talga how does Versarien make any money at 3mt/year that's $300K in revenue!

[fuji99] 09/11/2018 14:25

Exactly 1teepee - What standard to be able to produce tons ? So me think it is similar to the standard of materials used on the highways...

[occultusverum1] 09/11/2018 14:24

You didn't answer my question either - Why would a company sell their product at such a reduced price compared to their competitors?

[occultusverum1] 09/11/2018 14:23

"No assurance can be given that these assumptions and expectations will prove to be correct. Forward-looking statements are not facts"
Typically you don't include this in your "research" though do you? You always pick and choose very specific information to aid your campaign of misinformation.

[1teepee] 09/11/2018 14:21

Bs is British standards

[fuji99] 09/11/2018 14:21

There will be similar orders like these rolling on indefinitely from many.
The next could the Israeli Aerospace.
----------------------------------------------------------------
RNS Number : 0465Q

Versarien PLC

07 September 2017

7 September 2017

Versarien plc

("Versarien" or the "Company")

Contract Win

Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that its subsidiary, Total Carbide Ltd, has secured its largest ever single order in the aerospace sector for parts to be used by the UK's largest aero engine manufacturer.

The order, with a total value over GBP200,000, is for precision components to be delivered at regular intervals over the next 15 months for use in engines for one of the world's leading airliners.

Neill Ricketts, CEO of Versarien, commented: "We are very pleased that we have secured this contract to supply specialist parts for such a prestigious customer in the aerospace industry, a first for the Company. Total Carbide has been moving away from its historic reliance on the oil and gas sector and is seeing interest from a variety of end users for its innovative engineering solutions and this is the first of a number of new products being manufactured by one of our more mature companies. I would like to thank our employees who have been working hard for several months to get the necessary aerospace standards and procedures in place in order to satisfy this order. It has been a hard but productive period in our new Total Carbide factory. We hope to invite shareholders to an open day at the factory in the coming months to see and learn how our new facility is attracting orders such as this one.

"This has been a very busy period across Versarien as a whole and we are seeing record levels of enquires from potential purchasers of our products and users of our technology. We look forward to making further announcements in the coming weeks and months."

[1teepee] 09/11/2018 14:21

And what standards do Adelaide test to? The npl tests to bs standards I think, which was written by our cto;)

[loglorry1] 09/11/2018 14:18

@occultusverum1 here are my figures and the research with links that they are based on. NanoXplore have said with the scaleup of their plant to 1000 tonnes a year they are basing returns on $10K/mt or $10/kg. I'm not making these prices up I'm reporting what other companies have said and giving links to the research.


Graphene Sale Prices

First Graphene (ASX:FGR) Market cap ~£25m
Product: PureGRAPH FLG product <10 layers
AVE PRICE: $125/KG
8th May 2017
“While there is no firm terminal market for graphene products, and market information is at best opaque, speciality marketers have advised the Company the market price for graphene out of China, destined for the battery market, sells at a price of US$100-150/kg (US$100,000-150,000 per tonne).”


TALGA (ASX:TLG) Market Cap ~£56M
Product: “vFLG Ultrafine” 1-5 layers Graphene price assumption (USD$/t) 55,000
AVE PRICE: $55/KG
9th Oct 2014 (page 2 and page 5)


XG Sciences ~£25m
Product: xGnP different types but up to 800m2/g surface area FLG/GnP
AVE PRICE: $80/KG
While no sales price is given for specific production it is possible to derive a price per Kg/tonne from the accounts. This equates to (USD$/t)80,000

NaneXplore (~£84M market cap)
Product: Graphene Black 0X (lateral size is good average 13um and good distribution see figure 2. 6-10 layers.
AVE PRICE: Projected as low as $10/Kg during scaleup to 1000 mt/year.


Versarien (LSE:VRS) (~£190M market cap)
????????????????

[ewads] 09/11/2018 14:13

just looked in - only 3 posts unfiltered! I'll give this thread up.

[occultusverum1] 09/11/2018 14:12

@loglorry1 Lets pretend for a second that your nonsense figures are correct. Why would FGR sell their Graphene at $10kg when the next cheapest comparison you give is Talga at $55Kg? Surely FGR would market theirs at $50 and make a shed load more money.
The answer is that all your figures and comparisons are utter garbage and you have no idea what you are talking about.