Versarien Share Discussion Threads

[loglorry1] 18/11/2018 15:35

Lol been on here 30 mins correcting a few lies like @seratia and his random market cap generator.

Have a good weekend I see Ian Cowie of the Sunday Times has taken a big paper loss already. Oooops.

[rogerbridge] 18/11/2018 15:34

SG, F.A.B. All systems go.


Log and Co must be very concerned having to work overtime on a Sunday.

[magic beans] 18/11/2018 15:25

Jointer13. Yes, when they are posting for 13 hours per day at weekends you know things aren't going to plan. The really desperate one was given the weekend off last week but having to do overtime this weekend.
#sadlife

[loglorry1] 18/11/2018 15:24

@ChimpAndy It's so funny that you all pretend to filter me but still have to comment on what I've "maybe" written.

Totally relaxed. When the CEO feels the need to mention 'take over offers' in breathless podcasts it's another big tick. These are exactly the sorts of things I'd expect to see in a stock promotion.

The shares are down from 180 to 120p. Plenty more to go.

[loglorry1] 18/11/2018 15:20

@shammytime go read the two patents that VRS filed. The one granted and the one that they failed to get granted. Due to prior art it was withdrawn. You'll see the process described and you'll note that increasing the grinding and milling time producers fewer layers but greater percentage of nanodots which have very low lateral size.

It's all there if you go and have a look. Or else just believe SuperG if you like.

[chimpandy1] 18/11/2018 15:18

I can't see logs posts but I can only assume that He is having a terrible Sunday afternoon panicking about the week ahead hence the multiple posts. Rather you than me loggy

[jointer13] 18/11/2018 15:15

Does anyone else sense the desperation and fear of them who are short.

[loglorry1] 18/11/2018 15:05

@SuperG says we can ignore XGS as a competitor as it's "smashed to bits".

If you look at the VRS patent granted and the one applies for which failed you can see that the production process in Nanene leads to smaller lateral size platles as the number of layers decreases. It looks like the longer the grinding goes on you get fewer layers but also lower lateral sizes.

This may be why the Nanene tech sheet was changed to reduce the lower lateral size limit to 0.1um and the average removed.

I'm speculating here but we see in the scientific literature that aspect ratio is very important so large lateral size over 5um is highly desirable.

Is this why Nanene was not suitable for the airplane interior part order of 1kg we've just seen?

[ashehzi] 18/11/2018 15:04

Thanks luckyorange. Chris Ciovacco is worth following on Twitter. His videos are quite good to keep you on ground. Most of the experts think volatility is the new norm. Some having patience like it while others hate it.

Ellis re. ETRI mentioning Graphene is big thing as they have big influence on Korean unis.

[loglorry1] 18/11/2018 14:59

@grabster from someone who can't work out the market cap of XGS that's hilarious.

Anyway I fail to see how it helps you if every other Graphene company is going bust as you say! I'm not sure you can really say VRS is a Graphene producer given the fact it's at only 1Kg/day but if other Graphene producers can't make money how does that help you?


Further NanoXplore is profitable and growing production to 10,000 tonnes a year! XGS at 100 tonnes+ with Ford motors as a customer. None of them have had any issues raising capital.

Spid I think has shown that FGR are burning cash at a similar rate to VRS.

The only one I'd agree that was in trouble on your list was Elcora. They did however come top in a survey of 60 Graphene producers, on quality metrics, by esteemed Graphene professor Castro Neto at Singapore Uni. Are you saying Prof Neto is corrupt and these results were invalid? Possible I suppose.



---------

Detractors still unable to name any competitor whose product or company isn't flawed. They keep naming the same ones despite the problems detailed.

[loglorry1] 18/11/2018 14:48

@grabster all that matters is Graphene sales. Neill has been consistently saying a) they don't give Nanene away and b) they've been fulfilling small orders.

It's widely accepted here that it sells at $45,000/kg even though the competition sells at $80-200/kg due to its superior quality.

Thus even small orders should show significant Graphene sales revenue.

Collaborations span back 3 years. FGR got their mining bucket to market in 4 months. Lack of sales from any of these numerous collaboration agreements should ring alarm bells.

The rampers will of course will pretend that, whatever the numbers, they are good; That goes without saying - it's what they do, and the desperate position that some of them are in makes their comment wholly predictable.

[loglorry1] 18/11/2018 14:41

Punchline Gloucester! Gotta give it to him he's a master promoter. He loves a puff piece.

"The specific aircraft interior parts have gained the necessary certification from a USA-based, Federal Aviation Administration (FAA) certified, fire testing laboratory."

Odd statement. It sounds a lot like this certification is after the addiction of the GnP but it doesn't really say that does it?

Does it just mean that the part they are going to change currently has approval or has the addition of their GnP been certified? Huge difference.

Given the release was not deemed important enough for an RNS I think we can assume the former.

This is exactly why NR is such a great promoter of VRS shares. He's one of the best in the business at it.

[grabster] 18/11/2018 14:39

Results for Versarien's half-year are out in the next 2-3 weeks. A narrowing of the previously reported loss would be nice, but I think a widening of it at this stage is more likely and that's fine by me. I don't think anyone expects breakeven or profit before next year. Of greater importance to me is the accompanying statement of progress.

Detractors of course will pretend that, whatever the numbers, they are bad; That goes without saying - it's what they do, and the desperate position that some of them are in makes their comment wholly predictable.

[diversification] 18/11/2018 14:31

Can anyone tell me of any company that has the same support, international opportunities, contacts.

To say we are ahead of the competition is an understatement to say the least.

Industry leader yes, trying to buy a position in the industry at the risk of an inferior balance sheet, absolutely not.

[grabster] 18/11/2018 14:25

Detractors still unable to name any competitor whose product or company isn't flawed. They keep naming the same ones despite the problems detailed.

[diversification] 18/11/2018 14:21

If I was going to look at a graphene investment which was going to offer the highest return on my investment over the next few months. I would be putting my money on VRS.

Others offer nothing but dilution in the short term. FGR (AIM listing), HAYD (desperate).

For what it is worth, I think VRS are in the market for further consolidation/purchase. They also offer all the other upside to go with it, internal expansion, collaboration updates both new and old.

Do I feel bitter about my companies position in the market, not one little bit.

EDIT: The fact that we are the obsession of those that don’t hold a position makes me feel comfortable that I am in the right place.

[superg1] 18/11/2018 14:16

Anyway guys this is pretty much irrelevant (as you will see in time). I like what I've found on the web.

Tick tock.

[superg1] 18/11/2018 14:15

Warwick at FGR. He piled into Talga and was put pumping it. From the messages I have I take it he thinks it's a pile of junk.

I recall the same lot pumping Talga here but now some call it a con.

FGR play of the vein graphite and jumbo flakes. Well that's the same as they did when just being a graphite mine.

The plan was to get to 5000 tonnes of graphite per year of high quality etc etc. Excuse after excuse the reality on trying to mine thin veins underground in Sri Lanka struck (if they didn't know already) and they managed to do 180 tonnes.

That's about their limit and so the world beater graphite mine became the world beater graphene.

Oh and I also have a message saying that Geic never tested the FGR graphene.

[superg1] 18/11/2018 14:10

But before I go, I saw a mention of FGR and investors not happy with the renumeration.

It's a recurring theme there.

EG some info

Many people don't like FGR, its mainly due to the MD - Craig,
at the 2017 AGM the company received its first strike against the board, this is caused by a vote above 25% against the remuneration report. (43% voted against)
a second strike will cause a spill of the board, which is a very likely outcome,

Craig would be the one who they are looking at replacing, he appears to be over paid and lazy, that is why FGR's Chairman is now running the show.
if FGR didn't have Warwick (chairman) the company would have gone bust many years ago.

I have more where they came from.

Now they need money form a fund arise to join the Aim or the same issue is at hand (bust).

Along with suggestions that if I message FGR then they will gaudy reply/engage.

I have and they don't.

Been there done that some time back.

As I said I got responses form XG which stooped when I hit them with difficult questions.

The most honest response I got was from one of the 3D labs bosses. Besides VRS it's the only decent reply I've had from a 'graphene' producer.

I see one half of the founders there just left 3D.

[superg1] 18/11/2018 13:58

Cleaned up a bit so if you have just caught up and read this one then there is a rule not to engage with the well known scumbag crooks.

[vitrec] 18/11/2018 13:55

hxxps://www.nationalgeographic.com/environment/urban-expeditions/transportation/green-aviation1/

Graphene. The carbon that reduces the carbon footprint 😎

[superg1] 18/11/2018 13:54

Hell fire a busy morning of DIY and I see I'm going to have to ban a load.

Simple rules.

Just for the record we've been through the graphene producers a year or two back. I was struggling to find exact data for XG and Thomas Swann then found various paper where the C grade is smashed all to bits and as said in one can no longer be called platelets.

TS had the same issue as theirs are too small on the laterals too. They do Born Nitride too and well before VRS but VRS got the Boron tender too from the CPI.

There are many dozens of 'producers' with false claims.

Right a bit of banning and moderating coming.