Versarien Share Discussion Threads

[grabster] 18/11/2018 07:49

And as serratia pointed out yesterday (post 48686) - looking at the peer group that some detractors are so impressed by:




Elcora M.Cap £5.9m but the auditor says they aren't a going concern so nothing to look at there.

XG Sciences built a large plant and can't make the sales to fill it. Now in a difficult financial position. By the look of their last fundraising they seem to value themselves at around £50m. Large losses.

Nanoxplore M.Cap £66.5m Sales £4.6m, wages £3.7m loss £2.6m

Talga M.Cap £56m, no sales ,loss £5.6m These guys make VRS look very under valued.

First Graphene M.Cap £37m no sales £4m loss. Directors pay themselves so much the share holders vote heavily against their pay. Look to be working more in their own interests than the share holders. VRS only worth 5* this company that has no sales.


VRS looks undervalued against this peer group.

[ad63] 18/11/2018 07:30

'...Are the numbers on a spec sheet a concern to the laymen when in practice it is being proved to fulfil all of the claims and more?.....' - sums it up for me billwave with regards the science. More importantly our global collaborators clearly agree :)

[foolishben] 18/11/2018 06:26

Great video, thanks Lucky. Well worth an hour of my time. I strongly recommend to anyone who is interested in a data focussed assessment of the current market conditions and the likely risk, or lack thereof, of this being the start of a full on bear market. Makes a wonderful change from all the relatively unsubstantiated claims we are seeing in the news or on Twitter by various 'experts'. A handy bonus is you might feel a tiny bit more comfortable about holding your Versarien shares through the current volatility as the the evidence strongly suggests that the current conditions are nothing like 2000 or 2007.

[billwave] 17/11/2018 23:10

Let's very simply review the competition, spec sheets and prices. Graphene was discovered a decade ago, a 2D wonder material proven to have such amazing characteristics that it will likely kickstart a new industrial revolution. 200 times stronger than steel, most electrically and thermally conductive material ever discovered, it is elastic, transparent yet stiffer than diamond. It has the ability to make huge advances in every dimension of the modern world, aerospace, electronics, solar power, medicine, composites, the list is seemingly endless. Our competition apparently have the capability to produce hundreds of tons of this amazing material and what do they do with it? Line digger buckets, improve automotive sound deadening and lay on road surfaces? Sounds to me like these companies know exactly what they are selling and all it is fit for. Versarien have now proved that their product can be added to an established process to strengthen, lightweight and even save production costs for items used in aircraft. What company and process isn't going to want these advantages? Are the numbers on a spec sheet a concern to the laymen when in practice it is being proved to fulfil all of the claims and more? Is price per kg important as long as it is being sold at a price which is profitable for the company? Balance of probability tells me this is going to be huge, as an investor I'm excited at the progress and prospects and I feel this is very much only the beginning.

[loglorry1] 17/11/2018 22:08

Not at all @vrs because we are comparing Graphene with similar properties.

Go look at the spec sheets. Also let's not forget that many of these products are made by companies who have proven their product by actually selling it at the metric tonne level and higher.

Your claims that Nanene will sell at a price 1000x higher than XG Sciences are selling their xGnP to Ford motors at is just ludicrous.

There's no Dacia here the product is thin layers of carbon They can be compared and the spec sheets show they are comparable.

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That's like saying all cars should be the same price as a Dacia.

[vrs1] 17/11/2018 21:53

Every single thing log says is total rubbish. That's like saying all cars should be the same price as a Dacia. Apart from that, you've got no idea what the price of of a kg of graphene is worth. Log only links to the those sites that guess, and badly guess at that that a kg of graphene is worth 50p. I've told log, spid and Diane to leave this forum in shame - bloody useless posts.

[luckyorange] 17/11/2018 21:45

For those interested Chris Ciovacco latest on the markets, it is about an hour long but very interesting.

[grabster] 17/11/2018 21:33

serratia - thanks for post 48686. A useful one for showing to to ill informed detractors ;-)

[serratia] 17/11/2018 21:08

O/T,

As it's outside hours and late the agglomeration thing reminded me of a junior doctor. A patient was taking warfarin as her blood cells were agglomerating (clotting). Her blood results came back a mess so the junior called in a consultant to check things out.
He soon found the problem she was taking St John's Wort which screws up the Warfarin action. She said it can't be the problem it's natural ! The consultant said so is Fly Agaric but if you eat it there's a 50% chance of dying. I've even got a plant in the garden which if you sit under it for 10 mins you die.
Later the junior asked him what plant that was. He said water lily.

[serratia] 17/11/2018 20:58

Someone kindly posted in one of those boxes in the header a few companies to compare.

Elcora M.Cap £5.9m but the auditor says they aren't a going concern so nothing to look at there.

XG Sciences built a large plant and can't make the sales to fill it. Now in a difficult financial position. By the look of their last fundraising they seem to value themselves at around £50m. Large losses.

Nanoxplore M.Cap £66.5m Sales £4.6m, wages £3.7m loss £2.6m

Talga M.Cap £56m, no sales ,loss £5.6m These guys make VRS look very under valued.

First Graphene M.Cap £37m no sales £4m loss. Directors pay themselves so much the share holders vote heavily against their pay. Look to be working more in their own interests than the share holders. VRS only worth 5* this company that has no sales.

VRS looks undervalued against this peer group.

[bgt1] 17/11/2018 20:34

Very funny :-)

[superg1] 17/11/2018 20:31

Ridicule

That’s why I use filter.

As someone said “If you kick such folk square in the gnads, when they recover they say ha ha missed both legs”

I’m still busy and will be for a week or 2, but I’ve done enough on google to keep me very happy.

So I’m chilled and it won’t be too long imo before things ‘pick up’ (understatement), tick tock.

[woodpeckers] 17/11/2018 19:38

😂😂😂

luckyorange17 Nov '18 - 16:50 - 48668 of 48680
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I hate it when platelets agglomerate thank goodness they have found a cure for it serratia 😉

[loglorry1] 17/11/2018 19:37

LuckyO $200/kg isn't cheap. NanoXplore think the price will drop to $30/kg soon.

Be careful with Neill LuckyO he'll probably sell you a used van at McLaren prices if you're daft enough to believe him. He's a master promoter ;-)

[luckyorange] 17/11/2018 19:36

Now I am thinking AA/RAC supplied with 3D printers using Nanene ink to replace those parts on the side of the road, really got something here considering it is so cheap.

Can't wait to speak to Neill on Monday if he's not busy, won't be able to sleep this weekend considering the price of it , I hope somebody isn't telling lies about the price. Will let you know how I get on 🤞

[aintree77] 17/11/2018 19:32

Gosh – I've just given myself a big fat slap on the face.. I was reading some negative criticism about the company I continue to support and hold 78627 shares in when my mind started to wander, I began to think about the unthinkable, things like 'what if I'm wrong about vrs' kinda thoughts.. then suddenly.. OUCH.. it was like I had no control over my right hand, it felt like someone else had slapped me, I immediately regained my composure and all previous positive thoughts relating to vrs, I closed my laptop, smiled and said to myself 'WOW that Neill sure has a long reach' Thanks Neill. I believe great things are about to happen.

[luckyorange] 17/11/2018 19:27

I'm getting excited now with the claims for cheap Nanene, I could make a killing selling door to door (not a death threat).

I'm sure I could get a certificate of authenticity off the company , get a van , buy a few kilos of Nanene for less than a grand and go selling to the Uni's and research centres around the country in 10 gram lots at slightly under the premium price , don't know why nobody has thought of it before... easy money! 🙄

Must speak to Neill and see if he will pay for signage on the van as an advert, I feel sure he will go for it. 👍

[sandbag] 17/11/2018 19:25

Bloody Hell Ridicule! See what you've started. You may think he's a pratt but he drew you in. Another nice fat trout landed.
Score: LL 1 - Riudicule 0

ridicule17 Nov '18 - 17:30 - 48672 of 48677
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I know Fest. I do try hard, but the man is such a prat. I try to address the non person in the third person to avoid censorship but I do have the fallibility of being human.
ridicule17 Nov '18 - 17:31 - 48673 of 48677
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Lucky Ride on!!
loglorry117 Nov '18 - 18:08 - 48674 of 48677 (Filtered)

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loglorry117 Nov '18 - 18:10 - 48675 of 48677 (Filtered)

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ridicule17 Nov '18 - 18:20 - 48676 of 48677
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Given relationship and respect for Super G, it’s not an issue. VRS family reigns!
loglorry117 Nov '18 - 18:29 - 48677 of 48677 (Filtered)

[loglorry1] 17/11/2018 18:29

I've provided links from different sources which give prices for FLG and vFLG Graphene.

I can't provide any evidence of prices for Nanene as VRS do not make them publicly available.

If you want to just assume it's $45,000/kg nearly 500 times more expensive than similar products then go right ahead.

As an example of how daft this is PVC and other similar polymer prices are about £1/kg
or £1000/t

Adding 1% Nanene to 1t of pvc would cost 10kg of Nanene or $450k at your pricing.

How can it be economically viable to add nearly half a million dollars of Nanene to £1000 of pvc?



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I wish it was as cheap as they are making out ridicule,

[ridicule] 17/11/2018 18:20

Given relationship and respect for Super G, it’s not an issue. VRS family reigns!

[loglorry1] 17/11/2018 18:10

@Ridicule yo are a blue poster. @superg1 can't censor you.

[loglorry1] 17/11/2018 18:08

That's not what I said at all. I said Haydale's business model of adding value with 'know how' has clearly failed. It's possible Dr. Hodge and Dr. Kemp can do better but there were loads of well qualified boffins at Haydale too.
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Another massive boob boob by Loggie. He is now comparing VRS ‘know how’ with that of Haydale.

[ridicule] 17/11/2018 17:31

Lucky Ride on!!