Versarien Share Discussion Threads

[ellissj] 12/11/2018 16:11

Wonder if the nanene 'tea tray' has made its way back to south korea, following success with dom parsons? Or maybe the cfrp firms out there know all about it already ? Following on from Dr. Andrew deakins visit innovate there last year ! Aimo. Best ellis

[hattie1] 12/11/2018 16:10

Unbelievable the negativity of a few supposed LTH after all the great research that has been done and posted...

[loglorry1] 12/11/2018 16:09

@Club Can anyone provide any third party evidence that it has the best graphene in the world?

Nobody has even for example come close to explaining why the surface are of 45m^2 per gram is so very low.

There's no orders of any size (Yes I know they won a tender for the supply of a poxy 1.2kg).

There's no material update from any of the collaborations

One of the main investment bull points is relationships with Manchester Uni and GEIC - how did that work out for Haydale?

The CEO refuses to give any indication on pricing and when criticised gets the CEO of a small indian company with a market cap of $17m who is supposed to be providing their route into the $10bn tire market in India to defend them. A company who has seen its own share price decline 90%.

Constant tweets along the lines of "how good am I - I'm being showed with paludits" and we are so blessed type comments but no actual sales.

No material investment in R&D.

No material ramp up in production which is at a rather embarrassing 3mtpa vs peers who are ramping up to 10,000 mtpa. Note these peers are valued at 1/9th of the price.

Many examples of other companies providing FLG and vFLG with higher lateral sizes.

No academic validation of Nanene only a paper which seemed to have tested XT Graphene from 2016.

A sales order of £100K in 2016 which was supposed to have follow up orders which never came. No confirmation that order was paid.

[luckyorange] 12/11/2018 16:05

Who needs shorters when you have that pair 🤣

[club sandwich] 12/11/2018 15:55

Fest - for a company which has the best graphene in the world and fingers seemingly in every pie on the globe, it sure does have difficulty persuading the markets of the fact. I wonder why that would be?

Oh I know - a complete lack of orders...

[runthejoules] 12/11/2018 15:53

Hopefully people are selling here to prop up my disastrous IQE investment! Hey ho, the wind and rain... rough weather across the decks.

[festario] 12/11/2018 15:51

Nothing but sells, yet again. A good day in prospect is now looking like ending down, yet again.

[luckyorange] 12/11/2018 15:46

Looks like Rachel has made sure that Matt has a full diary 🚀👩‍🚀

[ellissj] 12/11/2018 15:38

Thx lucky :) best ellis

[ellissj] 12/11/2018 15:35

If you like rocket gifs ! Bit of fun. Best ellis


Department for International Trade
7h

#DidYouKnow the UK Aerospace Industry is rapidly growing, doubling in size since 2010, and exporting £5bn of goods & services a year. DIT’s Space Exports Campaign targets export opportunities in the US & India, worth more than £1.5bn. #ExportingisGREAT

[luckyorange] 12/11/2018 15:34

You are slipping elliss 😉

Versarien PLC Appointment of South Korea Representative
04/10/2018 7:00am
RNS Non-Regulatory

TIDMVRS

Versarien PLC

04 October 2018

4 October 2018

Versarien plc

Appointment of South Korea Representative

Versarien plc (AIM:VRS) ("Versarien" or the "Company"), the advanced materials group, is pleased to announce the appointment of Rachel Yeong-Mee Kim as the Company's local representative in South Korea.

Based in Seoul, South Korea, Ms Yeong-Mee Kim has a background in research, journalism and with governmental and international organisations, including the Korea Advanced Institute of Science and Technology and the United Nations. Her role will be to identify and help progress additional opportunities for Versarien's graphene businesses in South Korea.

Neill Ricketts, CEO of Versarien, commented: "We are delighted that Rachel has joined the Versarien team. South Korea is an important potential market for Versarien. We announced our collaboration with Korean-based AXIA Materials in August and having a local presence will be very valuable as we seek to enter into relationships with other Korean companies."

[squire007] 12/11/2018 15:29

Think Santa might get to empty his sack a bit earlier this year ... proverb from Japan !!! Nite all ;-)

[grabster] 12/11/2018 15:19

timbo - why would anyone take note of your verdict on VRS when you've confidently hosted a thread promoting HAYD for more than four years and still call it a buy? Are you not embarrassed that people might regard your judgment as pretty appalling?

[ellissj] 12/11/2018 15:18

Looks like an Innovate trip, on bottom line - fly south korea 11th nov ? Vrs mentioned in blurb, thermal management highlighted. Looks a v good opportunity. Esp as matt says he's busy. Aimo. Best ellis

EDIT : and of course we have a south korea agent there !

"innovation visit to South Korea - advanced materials"

Posted by:Ellen Pope, Posted on:14 September 2018 - Categories:advanced materials, Enterprise Europe Network

Are you an SME working in the advanced materials space? Does your work have applications in transport and mobility?  Do you want to break into international markets or increase your international collaboration?

This could be the right opportunity for your company.

This November Innovate UK and the Enterprise Europe Network are running their second visit to South Korea for businesses focused on advanced materials for mobility. The visit will give successful applicants the opportunity to visit research centres, meet South Korean companies and attend international exhibitions.

The aim is to develop strong international partnerships for future collaboration and commercialisation.

Why South Korea?

South Korea is a country which has experienced spectacular growth and is the 11th largest global economy.  Whilst South Korea is heavily dominated by the large chaebols (such as Hyundai, Lotte, Samsung etc), the government’s current R&D innovation strategy focuses on greater investment into SME's and aims to stimulate international collaboration.  This is the optimum time to form partnerships with South Korean companies.

There is a strong composites industry in South Korea which has had significant funding into the automotive and aerospace industries and the development of new carbon fibre technologies.

Recent collaboration between the UK and South Korea within this sector saw the launch of the Advanced Manufacturing Research Centre in Jeonju City, resulting in a market offering significant opportunities for UK companies who are developing advanced materials for mobility in the following key focus areas:

CompositesLight weightingCarbon fibreHigh performance materialsPrevious innovation mission

In March 2018, the first advanced materials visit went out to South Korea to network, meet potential collaborators and investigate the potential for UK-South Korea collaboration. Consisting of two groups, made up of representatives from Innovate UK, KTN, EEN, the HVM Catapult and numerous companies from the advanced materials sector.

The first program had a similar format to the upcoming second trip, with pre- and in-country briefings detailing the differences in how business is performed in South Korea compared to the UK, as well as visits to South Korean companies and research institutions.

The visit was a success with companies networking and ongoing discussions occurring for multiple companies around future collaborative projects.

Potential for UK companies

One UK company, Versarien, signed a collaboration agreement with AXIA Materials. Versarien, which is listed on the Alternative Investment Market, is a pioneer in manufacturing two-dimensional materials, especially graphene, which has heat transfer properties which are particularly attractive to the Asian IT industry.

The chief technical engineer at Versarien (Dr. Andrew Deakin) who represented the company on the trip (2017) said:

Our focus is definitely on 2D materials, which have very good thermal conductivity properties.  The visit was really well organised and the companies we met were good and relevant. It has opened up the opportunity for future collaborations with potential industry partners.

The National Physics Laboratory and Altitude Tech also hosted NNFC, KAIST last month on the back of the first program.  The first visit showed the amount of potential available to UK companies in South Korea in the advanced materials space.  It also showed how important initial meetings and networking is to collaboration within South Korea due to the differences in how partnerships are made and grown.

So, if you’re an SME and think your innovation could benefit from collaboration with South Korean companies then you may want to consider this opportunity.

How to apply

The chance to join Innovate UK and the EEN on this trip is via a competitive process which is now live.

Successful companies will have flights, accommodation and meals for one representative funded through the global business innovation programme.

The programme also includes pre-visit and in-country briefings providing market information and advice on how to do business in South Korea, along with training on how to improve your pitch and protect your IP.

Companies will get exclusive access to the Korean advanced materials sector and the opportunity to meet key companies and research organisations.

The company profile will appear in the visit brochure to be distributed to the South Korean advanced materials sector as well as targeted, pre-arranged meetings at an organised matchmaking event.

Key dates

How to apply and eligibility can be found here, key dates shown below:

Applications close  - 25th SeptemberApplicants notified of the outcome by - 28th September Pre-visit briefing event - 10th October Fly to South Korea - 11th November."

[fuji99] 12/11/2018 15:09

China business with the UK.

[grabster] 12/11/2018 15:06

charo - What finals? Finals are not due till next summer. It's the half year results coming in next few weeks. (Not that anyone would expect you to know the difference.)

[squire007] 12/11/2018 15:01

And IOF if you fancy a double lol

[squire007] 12/11/2018 15:00

Soon yes ;-)

[mryl] 12/11/2018 14:59

Sorry not VRS related.. IQE down 15%, got a bit of cash, worth grabbing a few?

[squire007] 12/11/2018 14:55

Matt in Korea for few days, back end of week ;-) ... nothing more to say really !!!! X

[mryl] 12/11/2018 14:54

FYI
AECOM results today.
Financial Performance and Outlook:

Organic4 revenue increased by 9% in the fourth quarter and by 8% in the full year, resulting in record full year revenue of $20.2 billion.

Total backlog increased by 14%3 year-over-year to a new all-time high of $54.1 billion.

Wins for the year increased by 23% to a record $28.4 billion, including wins of over $6 billion in all four quarters, and momentum has continued in the first quarter with more than $7 billion of large MS and CS wins in October.

Fourth quarter free cash flow2 of $511 million was a quarterly record, which drove full year free cash flow of $688 million and resulted in a fourth consecutive year of free cash flow over $600 million.

Total debt declined by $256 million in the fourth quarter, and the Company executed a $150 million accelerated share repurchase (ASR) that reduced total shares outstanding by 3%.

SP hit -9%, currently down -6.6%.

[hoverflyman] 12/11/2018 14:49

Evidently the Nanene spec sheet is a diaphanous and ambiguous veil guarding Versarien's secret, misdirecting attention, tormenting and maddening the RogRollies of this world (pardon my pronunciation, been in China for a whire).We all know where lies the proof of a pudding

[chumbo] 12/11/2018 14:33

That's kind of what I was assuming - maybe you can air-freight it as far as you like but by road/rail there's a limit before it agglomerates (or whatever the term is)

[ellissj] 12/11/2018 14:20

Sounds good, thx matt. Best ellis

"Matt Walker

@MattWal79512221
1h
Replying to
@AIM_profit
and
@pullinger_james

Yeah.... I’m in Korea now for a few days. Loads to do as I don’t have a single minute to see anything either..... which is kind of the way I like it when it’s business"

[woodpeckers] 12/11/2018 14:12

Well done sandbag! What a team we have here! :-)