Versarien Share Discussion Threads

[flatcoat1] 13/11/2018 10:09

Tini. Tim can't understand basic maths and still doesn't understand how to calculate market cap. No way could he write pi to 1 decimal place unless he copies and paste it from someone else. Doesn't know how to keep promises either.

[loglorry1] 13/11/2018 10:07

Quite a lot of chat here on using graphene in building materials. Obvouisly a good lateral size is going to be needed here and a cheap sources. Worth therefore looking again at NanoXplore.

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

[club sandwich] 13/11/2018 09:52

"As you keep saying Loggie, they are still a very small company, so the leverage of success is enormous"

in fact I strongly imagine that many of the conversations being had with clients revolve around how VRS is going to supply the anticipated demand. If Aecom suddenly drops an order for 50T or 100T, and then Continental does the same, and then Axia, and then Unilever, and then DDP, the problem becomes how to service that demand in anything like a reasonable timescale.

Nice problem to have, if and when it happens.

[superg1] 13/11/2018 09:49

All sorts of Aecom London Underground projects out there and the rail network be it in the UK or worldwide. Is there any major construction project worldwide that Aecom doesn't have a finger in?.

Amazing company.

[tini5] 13/11/2018 09:42

That's why most of us have him filtered.

I think Tim is basically the sort of person that would always have to try and have the last word. If I were to quote pi to 8 decimal places, he would have to quote the 9th, and then find a negative twist on it to boot.

[ridicule] 13/11/2018 09:40

Loggie’s inane alternative view to every obvious piece of good news being discussed on here over the last 48 hours is making him an object of, pardon the pun, ridicule. His increasing lack of credibility is making him a laughing stock, but that does not detract from his evil intent.

VRS only needs to deliver 1 % of their pipeline business activities and the share price is likely to double. That is not ramping Loggie it is logic. As you keep saying Loggie, they are still a very small company, so the leverage of success is enormous.

[ellissj] 13/11/2018 09:34

Interesting, includes a video. Best ellis.

"The US Army Corps of Engineers (USACE), a federal agency under the Department of Defense, has developed and patented a concrete composition that enables 3D printing for building components demanding high structural strength."

 

[fitzy89] 13/11/2018 09:32

Here is why Tunghsu signed with UoM :)Neill Ricketts@neillricketts·19m@UoMGraphene pleased to see our friends sign an agreement , all part of the strategy to cover all the trl levels and get maximum funding opportunities following our deal. We are predominately solution providers not primary researchers

[club sandwich] 13/11/2018 09:28

"Fest is inactive"

have you tried turning it off and then turning it back on again? ;-)

[cheek212] 13/11/2018 09:27

So with Matt Walker in Korea for a few days, hopefully meeting up with Yeong-Mee Kim, and also Axia, I wonder if we might hear anything about Korean collabs this week? Also IDTECHEX starts in the US tomorrow so potential for some deal signing to prove our world standing in the industry.

[woodpeckers] 13/11/2018 09:27

Nice bit of publicity...


Neill Ricketts
Chief Executive, Versarien
From a two-man start-up in a garage, to a multi-million pound AIM-listed company employing more than 100 people, Neill Ricketts never expected advanced materials developer Versarien to do so well, “I wish I could have told my younger self that I could actually succeed. I’d have had the self-confidence to have started much earlier,” he says.

‘Advanced materials’ refers to all new materials and modifications to existing materials that lead to superior performance. Founded in 2010 and AIM-listed just three years later, Versarien reported group revenue growth of 167% in the first half of 2018.

Versarien develops its own advanced materials, delivers engineering solutions for clients and it is well-known for how it commercialises the production of graphene. “The best decision we ever made,” says Neill, “was the acquisition of 2DTech from the University of Manchester in 2014, which allowed us to have this success.”

In addition to business success, the company has gained a wide range of high-profile awards, including the National Inspirational STEM Award Winners 2017, the London 2012 UKTI Startup Games Overall Winner and the 2012 MWP Advanced Manufacturing Award for Research & Development.

[pshevlin] 13/11/2018 09:26

Spread 1.1355 / 1.154

[luckyorange] 13/11/2018 09:24

We’re on the precipice of a new wave of innovation. It doesn’t have to be a radical breakthrough to be ground-breaking – even the smallest advancement applied correctly can have a big impact. While no one knows for sure where it will lead us, it’s safe to say that as innovation continues to disrupt our industry, the precedent will continue to shift.

[club sandwich] 13/11/2018 09:22

pshevlin "What's going on today? Punters taking cash out to put into IQE?"

wonder if it's Fest ;-)

[runthejoules] 13/11/2018 09:22

What's the actual spread folks please? HL says 112p/117p but no money to do a dummy buy & find out.

Think that might just be putting off potential buyers!

[loglorry1] 13/11/2018 09:19

You guys had better hope that AECOM's interest is in a lot more than the incredibly niche 3D printed carbon fibre large structures market. That's an absolutely tiny market. Also don't forget recent studies show that to have any impact lateral sizes have to be over 5um. Currently Nanene spec sheet shows 0.1-10um.

@SuperG is ramping again with the concrete argument. There is no way graphene will go into concrete in important structures like bridges, tunnels etc. until the very long term impacts are known. The liability is far far too great. They would need to know what happens over a 25 year+ timescale before they make changes to these sorts of things.

The early adopters will be pavign and that sort of thing. You are going to need a very cheap source of graphene too for this.

[luckyorange] 13/11/2018 09:19

How the Infrastructure Industry can embrace Disruptive Technologies

Productivity is becoming an increasingly important challenge.

As the availability of capital expenditure decreases and governments and industries push to improve efficiency and reliability, we will inevitability find ourselves faced with technology disruptors – innovations that will revolutionise the way we work and live, but will demand that we as organisations co-evolve to survive.

In many ways our infrastructure industry will be at the forefront of this evolution, with technologies such as driverless vehicles, BIM, 3D printing, UAVs and augmented reality already starting to make an impact.

[luckyorange] 13/11/2018 09:16

There is little doubt from their ethos that AECOM and VRS will have a future together.
Sort of says it here really.

What are the biggest opportunities for infrastructure?

Collaboration

Smart alliancing and intelligent
community engagement will lead to more
valuable infrastructure, designed and
built under more extensive consultation
with the very citizens who commission it.
Aligning with Universities and engaging
education centres is a pro-active strategy,
giving access to academics on the front
line of technological development and
research. There is enormous commercial
potential in co-developing or investing in
new technologies at the grass roots level.

Early adoption

Firms should strive to get involved in
emerging technologies on the ground
floor, so they can influence their direction
as they mature and tailor outcomes
to best suit businesses and endusers.
Those who invest in innovation
and build a culture around technical
excellence will be the first to capitalise.

Communicating the company vision
from a technological perspective will
get the whole business engaged in the
conversation, discussing and sharing the
best ways to move forward. Bold ideas,
and the implementation of software that
captures them and helps identify niche
market opportunities or those with much
broader appeal, could ultimately lead to
the product or process that secures your
business’s future.

[rogerbridge] 13/11/2018 09:15

At Stafford station letting the train take the strain. Leaf out of Neill's book.
More than enough VRS shares but considering selling another holding for a few more in the SIPP.

I believe VRS is on the verge of becoming a money making machine. It could go wrong but the odds seem stacked in our favour.
GLA

[rogerbridge] 13/11/2018 09:15

Repeated post

[laginaneil] 13/11/2018 09:07

jbe 81 -phone them, 0345 607 6001 and complain !
I had trouble yesterday, I think they are doing update checks on
account info they hold and if something missing stop you trading.
My info was tax number were nat insurance num expected be which is
right for me.

[chillpill] 13/11/2018 09:03

I find the width,depth and speed of R&D going on for a relatively small company quite staggering and we only know a relatively small part of what is going on.

Clearly VRS aren't making big money out any collaborations yet but they look like they will deliver a lot faster than I ever imagined...which is most unusual for AIM companies!

[pshevlin] 13/11/2018 08:59

Now 115 to sell.

[ch1rp] 13/11/2018 08:59

Looking like breaking out:)))

[pshevlin] 13/11/2018 08:58

Actually 114 to sell at the moment.