Versarien Share Discussion Threads

[mjatkin82] 21/11/2018 13:20

Div - "I still think the market is still majorly underestimating the size of this expansion into China". Isn't this the ideal situation for LTHs? Extends our ability to accumulate on the cheap. Why are most people in a rush? Personally, want to keep adding from my monthly paycheck so the longer the Market fails to get VRS and its 'mind-boggling' potential the better.

[loglorry1] 21/11/2018 12:48

I've been acused of trying to be a Graphene/FLG market maker. I was simply stating current prices and industry commentary on where these prices are headed. Here is what I wrote

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)
????????????????

[loglorry1] 21/11/2018 12:48

@jointer you wrote "neill rickets...a well respected and truely well thought of man in all circles."

If you had believed NR back in January when he expected production at Jinan by mid 2018 then you'd be disappointed now.

(6mins 30sec in).

As for the other brilliant research I think that's wildly overstating it. Where's the research that supports the $45,000/kg price (at large size) ? I'll post plenty of research below which shows that price is in no way inline with competitors.