Versarien Share Discussion Threads

[superg1] 14/11/2018 12:37

Optifrog

Covered many times.

Companies waniting polymers don’t order the ingredients they order in some cases the pellets which are to make whatever they want with them.

With graphene it’s not necessarily about the powder on order. Vrs could supply masterbatches in the polymer pellet form ready for use. It all depends on what the end user wants.

[optifog] 14/11/2018 12:25

Any large orders from outside the UK will need to be satisfied where the customer is located. This is because of the very high volumes needing to be transported. Until the customer makes the order it is unlikely a manufacturing facility will be built at or near the customer.

All imo.

[forestfred] 14/11/2018 12:24

My stance there is Great support and research provided by people on this board .
I have had the pleasure of meeting decent well researched clever people .

But the bottom line is this for me .


I believe and trust in our Ceo the Versarien team to deliver .

Global interest now in graphene is clear , we have a quality product with major interest offering disruptive technology .

Very happy with my investment choice indeed .

Gla
FF

[superg1] 14/11/2018 12:05

Campbed

Commercialisation is in progress for VRS as per the Aecom and Axia news.

Part 2 of that can’t be far off now. I showed what I had found re Aecom and worked it out. I haven’t posted it all.

Markets are unpredictable and people sell.

Would they sell or want to be in on big VRS commercial deal news.

I know my views re that, whats happens between now and then is up to the market and holders.

[occultusverum1] 14/11/2018 11:58

Thanks for taking the time to write that serratia.
I also trust that the management will deliver.

[campbed] 14/11/2018 11:55

Serratia #47947

Thanks for a v good assessment. VRS looks like a winner if there is to be any from commercialisation of graphene. All the news from the spiralling R&D university work indicates there will be sizeable, future-commercialisation gains to be realised. Happy to continue holding VRS shares

[loglorry1] 14/11/2018 11:54

@Serratia "IF someone comes up with a competitive product Graphene prices will fall."

Ummm they have and are selling it in huge quantities and the price has already fallen a long way. This is what NanoXplore say about the market and where it 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.”

[bootie64] 14/11/2018 11:50

Great post serratia,

I see a saggy double bottom here, and have added accordingly ;o)

[jointer13] 14/11/2018 11:50

well what a brilliant post serratia...thank you.

[bgt1] 14/11/2018 11:48

Great write up

[phoenixs] 14/11/2018 11:44

serratia. what a great post. well done.

[scottishfield] 14/11/2018 11:39

Excellent post serratia.

[ridicule] 14/11/2018 11:38

Spid81 Your Post 47833. Servicing the mining industry with bucket liners is a productive thing to do I guess. Comparing this low technology work with participating in the eye of the 4th industrial revolution, which is where VRS are, is quite frankly bizarre.

[timbo003] 14/11/2018 11:38

The other main Versarien thread which superg abandoned (because he could not apply his censorship), is a veritable treasure trove of contradictary posts from superg

Take the example below (#2401) where he acknowledges that surface area should be used to estimate layer number.

Funny that he now refuses to answer the questions regarding Nanene’s relative low surface area compared to comparators such as FGR and XG sciences

[serratia] 14/11/2018 11:37

A journey.

Way back in time I came across Graphene. As I'm technically trained I looked into it and understood where this could lead to and looked further. At the time there were a few quoted companies so which one (s) to follow? I looked at two aspects product performance and management quality.

Performance - I could see that in theory the layer number would be important and looked at the companies offerings. At that time XG were making the headlines but were a private company. I thought Haydale might be on to something re dispersion. DCTA/AGM/GRPH /XG didn't seem from theory to have suitable material for composites which looked the most promising area at the time.

Management - Next up a look at what the CEO's pay themselves. One stood out - VRS salaries were under half those taken by competitor companies with DCTA/XG taking very high incomes. I met the CEO/FD's and was very impressed. Not only very genuine guys but very astute and no BS. I've run a few companies and it's no exception to say they're the highest quality senior guys I've met over many years. Also extremely careful with shareholders money which is not always the case with start up companies.

So VRS stood out with HAYD one to watch. I bought in to VRS.

Roll on to today - GRPH looks to have gone, AGM don't seem to be getting anywhere. DCTA has had difficulties in composites and doesn't seem to be getting too far with their offering, still going though. XG really on the edge. It looks like they believed their own optimistic views and spent a lot of money before their products were proven in the market place. Those costs are hurting them now and unless they can get volume through their plant they're in big trouble. Lot's of talk about the future but their finances look decidedly unhealthy. Haydale were unlucky they solved a problem that didn't need solving for the most part and have fallen away.

Technical understanding moved on and it became clear that additional properties in Graphene's are needed to obtain the best performance and as my understanding increased with various scientific publications it became clearer that Nanene kept hitting the optimum targets. On top of that new applications came to light who'd have thought Graphene could revolutionise concrete?

Management have shown the qualities I spotted in the early meetings. Their energy and strategic thinking has been added to the early observations.

Performance - Since those early days VRS share price has risen 240%, AGM has fallen 50%, DCTA fallen 60%, Hayd 88% and GPRH gone. In those early days VRS was valued at 3 to 4 times less than AGM/DCTA now it's 8 * or more higher than its peer group.

Was I lucky to pick VRS ? Yes and no. Lucky to have come across great management in the early days, lucky to have the knowledge to understand Graphene before the market caught on. Not lucky in my investment as everything pointed to the kind of performance that has happened since, it has performed as expected.

On to the future - Will someone else come up with a competitive product ? Possibly in time. Nothing major out there yet. In the meantime VRS are racing ahead in the 'land grab'. The worlds major companies and countries are knocking on their doors. If/when competition arises VRS will be way ahead. ( What good is a car as good as the Mercedes in F1 if they're starting 10 laps behind ?).

IF someone comes up with a competitive product Graphene prices will fall. The starting material is cheap so it's down to the process of manufacture. We saw Carbon nanotube prices fall as numerous people can make a suitable product so far this hasn't happened with Nanene. It could, but the 'land grab' is accelerating Nanene is becoming embedded in companies and it would take a fair time for anyone to catch up. (There are competitor products to Dyson but Dyson is so well established the competition are finding it hard to challenge them).

Another part of VRS's strategy seems to be to move down stream from just producing Graphene to capture more of the value stream. This will enable them to maintain their position. (Dyson came up with a new way to suck air but didn't stop there they created the products that used their invention).

VRS are now worth 8* their peer group when I first noticed them and continue to develop at a rapid pace so I can see the gap getting much larger. Do I trust the management to deliver - absolutely.

[jointer13] 14/11/2018 11:35

well there's a few jelly heads on here.

but I have 100% confidence in neill and the team.

you know what...it just requires a little patience.....I know I know..some people are going to say we should have had this by now or that...

consider the amount of groundwork going in now in all the aspects of what we are doing.

we are on the verge of becoming what we had hoped for.

[1teepee] 14/11/2018 11:20

Spreadex is only allowing me to close I cannot actually buy more, they won't allow itMarket manipulation?

[ellissj] 14/11/2018 11:10

Indeed using some peoples logic, they would never have bought vrs in the first place ! Best ellis.

[club sandwich] 14/11/2018 11:10

perhaps yesterday? or the day before?

[ashehzi] 14/11/2018 11:09

Lol. First order is so much emphasised here as if it is a result of medicinal P3 trial. It is not binary guys. It is incremental though and that is +ve.

[dolores123] 14/11/2018 11:08

A great time to buy is the day before a big order arrives. Perhaps today??