Versarien Share Discussion Threads

[fireball xl5] 20/11/2018 09:42

Markets, trade, Brexit, people looking for safe havens. Happy to pick up here and there as the quality of this company is a comfort blanket for future years.

[loglorry1] 20/11/2018 09:38

@p Yes that's my point. If the £55m factory was going ahead it would have been an RNS as it would have contained material news. At best this is just a "we are still talking about it" announcement.

I remember at the time NR saying that the Chinese were ready to go ahead and it was VRS that was holding it up to make sure it was the right deal. The shares rocketed on the news.

EDIT: More accurately the £55m referred to the total project cost.

The second stage objective is the establishment of the first Chinese graphene industrial park, the "Jinan Graphene Valley" including a graphene research institute with funding coming from the joint venture partners. The total project cost is anticipated to be in the region of 500 million yuan (approximately GBP55 million).

[grabster] 20/11/2018 09:38

Detractors who pretend that superg1 is alone in describing so many graphene makers as producing defective goods, are being dishonest.

Fake graphene is not a description invented by superg1. Detractors know of recent reports such as this one confirming the situation and are deliberately choosing to ignore it




A google search for "fake graphene" produces over 11,000 results (half a million if searched without quote marks)


Detractors who point to superg1 as the only critic of fake graphene are being dishonest

[club sandwich] 20/11/2018 09:37

The more good news we have, the lower the share price seems to go!

Still, as maisto says, our time will come...

[dolores123] 20/11/2018 09:36

This share price weakness is great for a top up but is otherwise a bit frustrating.

[p@] 20/11/2018 09:32

For the Logheads that can't read-" further to the announcement made on 15 January 2018,"

[a_game] 20/11/2018 09:28

Gobble gobble gobble - happy to accumulate more shares here! Top up time

[loglorry1] 20/11/2018 09:24

p@ it's amazing isn't it?

They've got from the Chinese providing a 100,000 square foot £55m manufacturing facility to a non-regulatory MoU RNS where Li Hao has said some nice things about Versarien Graphene and that they "envisage" providing funding (whatever that means although we no its not material as was not in an RNS).

When I have time I'll go back and see what NR said in January but from memory I think he said the Chinese were going to build and pay for a £55m production facility, no strings attached and that the IP would be protected. We seem to be a long way from that now.

[p@] 20/11/2018 09:18

The LOI envisages as a first stage the establishment of a 100,000 square foot manufacturing facility to produce and sell Versarien's proprietary Nanene few layer graphene nano-platelets. Versarien will provide its intellectual property (IP) on a licensed basis together with production know how, whilst the other joint venture partners will provide the factory and funding for plant and equipment.



From MOU-Planned Jinan Manufacturing Centre Update

Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that, further to the announcement made on 15 January 2018, it has entered into a Memorandum of Understanding ("MOU") with Jinan High-tech Financial Investment Co., Ltd ("JHFI") in connection with the Company's ongoing plans to establish a manufacturing centre in the Jinan Innovation Zone, Shandong Province, China.

The MOU covers the plans for Versarien and JHFI, together with other parties in China as may be agreed, to establish a joint venture for the manufacture and sale of the Company's Nanene, Graphinks and other related graphene products in Jinan. Subject to the satisfactory completion of negotiations it is envisaged that JHFI will provide funding for the venture in a structure to be agreed.

The MOU, signed by Li Hao, Chairman of JHFI, included the following statement: "JHFI specially organised experts to hold a demonstration meeting with regard to graphene project. Experts at the demonstration meeting consider that the graphene technology of Versarien has certain world leading position and can be introduced in China to strenghten technical co-operation between China and the UK".

[jointer13] 20/11/2018 09:17

foundation

looking at the last 4 years re 2d materials..nanene..graphene hp..graphene oxide ..reduced graphene oxide..hexagonal boron nitride..graphene inks..and whatever else is in the pipeline

I reckon the foundation has just completed, that latest re graphene enhanced aircraft interior parts probably completed it.

just look at the some of the work that has gone into the last 4 years. .

an absolute derisking re the variation of the different sectors

worldwide set ups
etc etc etc..

just look at the team and see how they have gelled so easily, they have great banter between themselves, which in itself speaks volumes. (you cant have banter with someone you don't get along with) along with the amount of hard work they put in.

I put that down to the honesty and integrity

superstructure

now the superstructure is being built....how high will it go..? I have no idea but that foundation that has taken 4 years to methodically build will carry a hell of a lot...hence the way they went about it.

I have never come across so much potential.

and that potential is being achieved.

[luckyorange] 20/11/2018 09:16

That will be next week going by the chart then rtj, definitely something before the interims in play 🌞

[davemac3] 20/11/2018 09:05

if it doesn't rise from here the head and shoulders is looking ominous

[loglorry1] 20/11/2018 09:04

I am starting to feel a bit sorry for Neill. All that effort he put in yesterday promoting the share price. The effort of doing a Justin interview where he dropped hints about take over approaches and fanciful sale prices of $100,000/kg and we are back at 122p (bid). Multiple non-regulatory releases of non-material news about people

It's almost like folk are thinking This is all very well but where are the sales?

[loglorry1] 20/11/2018 09:00

@superg and all the other rampers here almost never provide links to their claims. It feels like they think doing research is just googleing "Graphene" cand copy and pasting any old article that mentions it here.

[runthejoules] 20/11/2018 08:54

Superg1, Over on the BUR board they (Madfoetus I think) reckon it's Woodford & another one- weren't you talking about Miton here?

o/t BUR now has a PER of about 13-14. I know they have competitors floated now but still it seems low for the sector leader. I see it as a long-term play though as apparently there is more litigation when times are tough.

Otherwise we do seem range-bound here until financial news / a Brexit deal / concerted media hype / a dedicated II come into play. But you know more about that than I do...

[loglorry1] 20/11/2018 08:53

Nice bit of news for you there @spid. Problem is that even at FGRs stated sale price of around $150/kg the sale is as yet immaterial.

I think the problem all these producers are facing is that as they bring on production the market prices have dropped significantly. Here is what NanoXplore said recently


“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.”



--------------------------
Good Morning SuperG1,

FGR came out with another announcement this morning (price sensitive), its Polyurethane / Graphene composite is now being used for protecting the dry dryer chute of a ready mix concrete plant that requires between 10-12 kgs of PureGRAPH 20,

I must admit, I was a little disappointed when I read the announcement as it was only for a liner in a ready mix plant,

In saying that, I am now getting exciting,

The Mining / Concrete market using polyurethane graphene liners could be a company maker for FGR.

Holcim have over 300 locations in Australia, this would require 3t of graphene just being used in dry chute liners.
Holcim are owned by LafargeHolcim, according to their 2017 Annual report they have 2300 locations across the globe, (concrete, aggregate plants, cement and grinding plants) IMO all of these locations will require some form of liner protection.

HeidelbergCement

HeidelbergCement is one of the world’s largest building materials company,

HeidelbergCement became the number 1 in aggregates production, number 2 in cement, and number 3 in ready-mixed concrete,
Heidelberg are in around 60 countries with 60,000 employees working at 3,000 production sites. HeidelbergCement operates 139 cement plants with an annual cement capacity of 176 million tonnes, more than 1,500 ready-mixed concrete production sites, and over 600 aggregates quarries

Heidelberg Cement would require 18 tonnes of graphene just for protecting the dry dryer chute for their 1,500 ready mix plants. This excludes conveyor belts and other wear applications required by this company.

Two significant points I would like to raise,

1. the Polyurethane Graphene composite uses PureGRAPH20 (20um average platelet size 10x larger than Nanene), FGR might be the one company that can offer large platelet graphene,

2. newGen have recently introduced Amour-GRAP the product range of wear liners for bucket wheel, pipe spools and conveyor applications.
Just using graphene in the dry chute liners of two companies mentioned above could require over 30t of Graphene, this excludes other applications that are required in the concrete production or mining industry i.e bucket liners or conveyor belts or rollers,

I am fully aware this is nothing fancy, it is area when graphene can be quickly adopted, it is in a low risk application that will offer real savings for industry with a 100-500% increase in wear resistance, lower maintenance costs / labour savings will result in increased productivity.

Source: Heidelberg Cement & LafargeHolcim Wiki pages and companies website.
FGR ASX announcement

poombear20 Nov '18 - 07:30 - 49110 of 49130
0 1 0
Fest in the last month there have been about 4 occasions to sell in the 1.30s and buy back below 1.14 (Or lower).

[spid81] 20/11/2018 08:53

Hi SuperG1,

I hope you can provide links to all your BS claims,

You seem to post that all these companies are full of it, but never substantiate you it.

I am confident that I can counter all of your bogus claims against FGR.

[superg1] 20/11/2018 08:46

run

What redemptions. Any idea which shares, great for a bounce when such things are in play

[superg1] 20/11/2018 08:44

Spid

I have you on filter.

I’ll start an FGR thread once I have time which will be in a week or two. I’ll list all the known lies and BS in the header and then folk can sift through the rest at their leisure.

You obviously want FGR to get attention, I’ll happily oblige.

[superg1] 20/11/2018 08:41

As each stone slots into place the business and investor interest will grow. Some stones will be like massive boulders creating a rush of interest.

Many have gone to cash including funds and they will be on the hunt for good investments with more DD than the usual confetti random spread.

So the market is bad and bad (some false) businesses will fail.

[spid81] 20/11/2018 08:39

Hi SuperG1,

I hope you know that each graphite feed stock will offer different properties with the graphene produced, it will have different impurities, defects and result in different carbon content.

The reason that FGR have had issues with mining has been due to working in a area that has had historical mining, this has slowed mine production. FGR probably should have just skipped the first 30 - 40m to get away from the artisan mining and concentrated on the area between 50 -1000m,

I have read a mine report completed on Ragedara graphite mine in Sri Lanka - By Marc Filion, Eng, Ph.D., MBA

The Ragedara mine is smaller area to FGR's main graphite project, although it has narrower graphite veins, He determined that the Ragedara graphite mine would have a Inferred Mineral Resource or 3.1 mil tonnes with a 60% probability,

FGR already has 17 additional mine sites located in their 34,500 ha of exploration area, FGR has that much graphite they had to put the mine on C&M until they worked through the stockpile of Sri Lankan graphite.

[superg1] 20/11/2018 08:34

Lucky

Filter, note the kick in the gnads analogy.

[luckyorange] 20/11/2018 08:33

Got to say timbo , you didn't do to well saying everything needed functionalisation and the promotion of HAYD has gone badly wrong for a lot who listened to you unfortunately, sometimes it is best to say nothing.