Versarien Share Discussion Threads

[superg1] 25/11/2016 18:12

Late trade from Tuesday which will be ths supply to an MM to us on that day and following days.

99,999


A coded trade I think which is "F' the supply is running out help".


I think the supply bus may have left Roger but only a few folk here. There may be some left you never know with MMs and they don't know until the door knocking gets no results .


Looking at Tuesday that 99,999 probably went out he door on the 100k buy that morning as was taken from the supply for that purpose.

[rogerbridge] 25/11/2016 17:30

It is still and quiet here, still time to build a position.

[superg1] 25/11/2016 16:38

If you think I'm kidding. They have the CU foam for cooling, the GNPs for lightweight carbon fibre/plastics/PEEK and the GNPS for the battery side too



There was a 2 year funded trial going on (past 2 years now) re that and it was completed recently (as in posts) so we are waiting on that to see if there is any relevant news.

I hadn't mentioned it too much as all the comcentration has been on GNPs.

[the prophet] 25/11/2016 16:32

would agree SG, lack of supply, recent volumes and a bit of news from VRS could propel the shares sig. higher.
Market cap is really no money at all for what they've got, and it's relatively low risk with near term profitability.
Still, I'm happy enough to wait and see how the story pans out here.

[superg1] 25/11/2016 15:38

It's simple KLF.

The acquisitions are to service the technology.

We have this and it can do this.

Can you make it

Yes

Good spot BTW I'm still waiting on the VRS electric vehicle trials which gave been in play. They were off to visit Jag/land etc on the 11th.

The electric vehicle is in news Btw, was suposed to take two years and about 2.5 now I think.

Don't forget Dyesol re solar too.

[theklf] 25/11/2016 15:30

I'm a bit cynical SG I was a bit surprised when the CEO said at any one time they are looking at several acquisitions (surely they should have their hands full just meeting all the varied growth opportunities in front of them with existing technology and customers not adding more complexity and reducing focus?)

I was thinking two reasons why they might do this.

1. They know competitors/customers may try to reverse engineer technology or steal trade secrets so if they vertically integrate they can give away less of process to outsiders ?

2. The graphene gross margin will be very high so they are trying to reduce it presentationally be hiding it amongst all the low gross margin basic manufacturing businesses they are buying?

[superg1] 25/11/2016 15:18

Don't forget cabot BTW.

[superg1] 25/11/2016 15:17

:-)

There are a few hundred producers to go yet.

One must wonder why so many companies are desperate to suggest they have few layer GNPs.

[luckyorange] 25/11/2016 15:03

Top up? I'm worried about the Russians, after all they did discover it!

hxxp://www.akkolab.ru/en/news/item/11-pulvinar-semper.html

[superg1] 25/11/2016 14:42

Angstron

I was ignoring it to see what folks found.

300 tonnes per year claims and 1000 toones per year this year forecast, yet on sale in 1 or few gram levels.

Just a scam it seems and that's why no one listens to them.

The team is top 10 in the world in graphene in applying for patents.

They call them nano graphene platelets.

They list their patents (as you do) to tell everyone.

Heading

'Mass production of pristine nano graphene materials'

patent

The method of claim 1 wherein said contact angle is less than 45 degrees or said nano graphene platelets have an average thickness less than 20 nm.

Typically a GNP can be .34 nm so those are 60 layers thick AKA graphite.

If anyone wants tonnes of graphite I know plenty can be bought around $2000 per tonne.



Sorry to be flippant but I've been there and done all that over the last 2 years.

While everyone is looking have a look at XG sciences who have been about for a while and their GNPs are in the Head Tennis racquets.

To me all the BS in the market is very useful to keep the herd away, we all know that they did on the cadmium free QDs craze.

Keep up the good work lucky while you top up. ;-)

[superg1] 25/11/2016 14:16

TP

WNTs have been on the offer many times getting their supply form BR and Allianz.

The last day or two they on both the bid and offer, which is what happened just before the last tick up.

As I say if no other fund chips in post those two it's just PIs exchanging shares. but as also said over half of those from funds went to just a few PIs, so there has been no mass buying by PIs to soak those up and hardly a sniff on gearing which is all good.

If there is no fund supply now and volumes anything like in recent weeks then the action will start but on a building business not hot air.

Now if VRS start joining the dots on some deals then that would help considerably.

[the prophet] 25/11/2016 13:05

sg
although my experience is that L2 is indicative, at best. eg WNTS, as you say, are not on the offer, they are at 13.25p, but that's L2, it would be of no surprise if through my broker I found WNTS were the most competitive. This happens time and time again as MM's dont reveal their true status on L2.
I don't think there is anything too wrong in that, other than a bit more transparency would be good, but if it helps investors get the best deal, fine.
So just saying L2 is ok, but I don't trust it for indicating who is offering the best deal.

[superg1] 25/11/2016 12:32

Lucky

I think Evil K found out waht it was like trusting the Chines re Naibu or whatever they were called and the GDL crew re drilling in china.

The bear lot took the P when Evil tipped it and he got whacked there was no such factory or company.

[superg1] 25/11/2016 12:25

TP

I've kept quite about a factor on the supply, most was going through WNTs and they had been sat on the offer the last few days, now they are off it and up it went.

Those big late reports are MMS buys in the morning, they then feed them to PIs and buyers. So I look for late reports and after hours largish trades. That tells me how many they had plus what they had before which won't be a lot.

They may appear again with large tades as mentioned to match over the coming days, we'll have to wait and see.

[bazzerp] 25/11/2016 11:39

Some of the hype & a call for reality & caution.

hxxp://www.thegraphenecouncil.org/page/BuyersBeware

[the prophet] 25/11/2016 11:11

price moving again on modest buy action, as SG has suggested, only so many times the MM's can knock on doors for more supply.

re the Shares Magazine article, published yesterday. If anyone wants a copy of the magazine, just pm me and I will send it on when I get a chance
(unfortunately stuck in the back room with a paint brush for most of the day :(

[bazzerp] 25/11/2016 10:34

Interesting view from USA in 2014 -

[luckyorange] 25/11/2016 10:30

Yes Bazzerp, glad you followed it up :)

I don't know if that sort of tonnage by 2020 is realistic but if it's a labour intensive process they certainly have the labour in China!

As with all of these companies, it's ok making claims as to what you will do but at the moment it's what you can do that counts (with no b/s). Will be interesting to see where Bor Jang goes from here, if indeed they have that kind of breakthrough then it will quickly become apparent and on international news.

So, looking forward to what VRS can tell us in the near term. No comment from superg on Bor Jang have you noticed :-)

[bazzerp] 25/11/2016 10:28

So Angstrom are a subsidiary of Nanotek Industries - both setup by the same guy.
Nanotek are allegedly into batteries, fuel cells, etc., but need more digging needed to try & see what sales are.

hxxp://nanotekinstruments.com/about-us/

[vasilis] 25/11/2016 10:26

SG

Your post 696 encapsulates the issues, and I'm intrigued of course by this bit :-

'Personally I'm not going to comment (just yet) about certain companies that get mentioned as I know some things about them that can't be posted at this time.'

No need to say anything further, but I'm reminded of this Warren Buffett quote bearing in mind the context of what you are referring to-


:-)

[superg1] 25/11/2016 10:14

BTW

I have been quite surprised that the top of the list that they suggest graphene is going to disrupt is batteries.

I know VRS mention involvement in batteries.

[superg1] 25/11/2016 09:58

Does this ring any bells. This is bang up to date re the market view from those that know it.

Comforting for me as that is the conclusion I had come to through research.

Personally I'm not going to comment (just yet) about certain companies that get mentioned as I know some things about them that can't be posted at this time.

I go on the below which I accept after a lot of reserach is the market view.


Main challenges include the absence of any standards.
• Producers are calling material that contains many different
forms of carbon “graphene̶1;.
• Confusion in the nomenclature even for materials that is of
same or similar characteristics
• Inconsistency in the production of materials
• Lack of a standard to assure buyers of quality and
performance characteristics

And the top 3 production market barriers which go hand in hand with the above.

Cost of production
Production scale
Production quality.

More on that at an appropriate time.

[superg1] 25/11/2016 08:27

Hayd

BTW

They will be fine re the Huntsman deal as apparenty top quality few layer GNPs can be acquired for 10 cents per gram.

No not really but that's the difference between and accountant and experts in the sector.

Silly sod.

You will see what I mean.