Versarien Share Discussion Threads

[loglorry1] 15/11/2018 10:55

@ratpat999 Neill wrote this on Twitter

"Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's . We can state on record these are not our prices"

It's all very well NR making these glib put downs on Twitter but he refuses to engage properly in a discussion for example here. He'd be most welcome I'm sure of that.

Twitter is a great platform for him because he never has to provide a proper answer to a question.

NO-ONE has given any revenue expectations for each kg of Nanene sold so you only have the pricing of competitor like FGR, NanoXplore or Talga to go off.

It is reasonable to have a go at trying to work out what revenues might be should any orders come in, especially in the light of the huge Twitter Premium in terms of market cap assigned to VRS.

NR shouldn't be concerned about the share price - or what people write about competitor pricing - just how the business is doing. The shares will surely take care of themselves if he delivers the revenues that the market cap needs.

If he's able to show as has been quoted here today that he can sell 1g of Nanene at $25 in large volumes the share values will shoot up.

Stating that competitor pricing is not their pricing is just yet another pointless glib comment which adds no value.to the investor discussion.

[chimpandy1] 15/11/2018 10:53

Study suggests that most commercial graphene just isn't good enough The national university of Singapore has been testing graphene from 60 different graphene suppliers. Is it any coincidence that Neill mentioned Singapore in a recent podcast! "A team of NUS researchers analyzed a wide variety of those powders, obtained from 60 different suppliers in the Americas, Asia and Europe. To do so, they used a combination of electron microscopy, atomic force microscopy, Raman spectroscopy, elemental analysis, X-ray photoelectron spectrometry, plus both scanning and transmission electron microscopy.The scientists determined that the majority of the powder samples contained less than 10 percent graphene flakes, with only one sample containing more than 40 percent. The rest of the material in those samples consisted mainly of relatively thick graphite microplatelets – these were likely the result of an improper exfoliation technique, and they do nothave the same characteristics as actual graphene flakes." https://newatlas.com/graphene-quality-control/57231/

[ratpat999] 15/11/2018 10:51

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's . We can state on record these are not our prices

[ratpat999] 15/11/2018 10:51

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's . We can state on record these are not our prices

[ratpat999] 15/11/2018 10:50

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's . We can state on record these are not our prices

[loglorry1] 15/11/2018 10:48

@ratpat999 thanks for your kind words :-)

I'm quoting public information from other graphene companies that provide pricing. Neill may think he can sell graphene at 10x, 100x or 1000x higher but I doubt htat very much.

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.


Elcora Advanced Materials Corp (Market cap £6m)
Product EL-2D Few Layer Graphene
Average of 2-4 layers (1-5nm) >99% carbon. BET BET (m2/g): 92
World leader in quality, determined by Centre for Advanced 2D Materials (CA2DM) Singapore by Professor Neto a world leader in Graphene research in a
comparison paper which looked at over 60 products.

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

[ratpat999] 15/11/2018 10:45

Me thinks one of your ex shorting scum is leaking info?

[festario] 15/11/2018 10:45

When Mrs May just warned of a choice of NO BREXIT in the House of Commons just now, it was noticeable how many around the chamber cheered, and her reaction as she smirked at the response spoke volumes.

[ratpat999] 15/11/2018 10:43

Loglorry Neill seems to be one step ahead of your lies, you are such a piece of detritus scum. Please keep going short as much as you can borrow money remortgage your house etc will watch you burn with glee

[jointer13] 15/11/2018 10:41

of course they are not our prices.

we sell nanene !

its all about the quality.

[ratpat999] 15/11/2018 10:40

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[ratpat999] 15/11/2018 10:40

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[ratpat999] 15/11/2018 10:40

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[ratpat999] 15/11/2018 10:40

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[ratpat999] 15/11/2018 10:39

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[ratpat999] 15/11/2018 10:39

Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[loglorry1] 15/11/2018 10:38

@compoundup you wrote "I think $25/g is a very modest price".

You might say this but where is your evidence? $25/g is $25,000/kg (1000g = 1Kg).

Take concrete for example. Adding 1% graphene to 1t of concrete would be 10kg of graphene at your pricing that's $250K worth. Concrete costs around $100/mt.

Your pricing is so far out of line with competitors its unreal. The highest prices I've seen are $200/kg.

This is what NanoXplore who are building a 100,000t plant say:-


“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.”

[flatcoat1] 15/11/2018 10:35

Ellis's, when I enlarge the photo, invert it and then add shine filters I see the reflection of a desk. There are two papers, todays the times and the financial times, although can't see enough to work out if it's todays paper

[haz101] 15/11/2018 10:31

Well done ratpat

[ratpat999] 15/11/2018 10:30

From Neill Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices

[ratpat999] 15/11/2018 10:29

Feeling great that I got my 60,000 top up yesterday

[occultusverum1] 15/11/2018 10:29

He also states "Please ignore any comments about pricing of graphene unless they come from the company, assumptions and mistruths being used to Frighten Pi's
. We can state on record these are not our prices"
Stick that in your pipe and smoke it Loglorry.

[ratpat999] 15/11/2018 10:28

Feeling great that I got my 60,000 top up yesterday