Versarien Share Discussion Threads

[tini5] 24/11/2018 23:00

Personally think Tim is to be pitied as he’s clearly a pawn in someone else’s rather nasty game.

Those with the real control rarely reveal themselves to those they’re trying to manipulate. Thus it is with Tim.

[cdub1] 24/11/2018 22:35

Even if you were a mega-shorter with a live-or-die bet on Versarien you wouldn't go to the effort that Dim goes to; day, night, weekend or week day that moron is posting, and he's posting the same old rubbish time-and-time again like a robot.

Tim undoubtedly is autistic, ticks every trait, think someone said he was a computer programmer (very prone types), very obsessive, very robotic and very binary (doesn't see the bigger picture just looks at numbers and patterns). For your own health Tim I think you need to get off the computer and start engaging in the real world. Even if you are proven right (which I think is highly unlikely) the ship has sailed and no one will even care. In the months(years?)you've been slandering VRS many of us have made £thousands and £thousands whilst the company signs more and more collaborations and the momentum of expertise, government support and interest continues to grow.

And let's presume that Dim is correct and Versarien is some kind of elaborate Bernie Madoff scam, what are you really going to achieve out of all this? Even if you do make a stack shorting you do realise that your money comes from a PI's hard-earned savings? And you say that you are acting like the Messiah by saving people money from being scammed? But what happens if you are wrong, and people take your advise and loose out from share price growth?

No one needs a messiah-type to preach how he foresaw the bubble popping and how amazing he is for saving investors cash. It is actually better to let bubbles run their course because most bubbles actually deflate slowly (after the initial plunge), it is only when shorters and other people start whipping up a fuss that share prices crash quickly, a far more detrimental and stressful event for PI's than a slow trickle sell-off where they can act accordingly and keep losses to a minimum. So even if you are correct, what you are doing or attempting to achieve is not honurable by any means.

You are completely wasting your life, your time, your effort for a cause which is in no way admirable, noble or even rational. And even worse you may be a delay or an inconvenience on genuine technological advancement which can help humanity. You are now filtered.

[redchef] 24/11/2018 22:08

The boss has gone very quiet on Twitter. Shorters had better pray he's at the rugby and not jetting long haul with his pen

[phoenixs] 24/11/2018 21:40

Log,spud,timbo. Reminds me of the three monkeys except this trio hear nothing, speak nothing and see nothing. Which one is which I am having great difficulty distinguishing. Not long before they see the light.

[foxyjoe] 24/11/2018 20:21

I see Mr negative continues to post endlessly, thank goodness I've him filtered and don,t see his lies
He is the type off person you try and avoid in life as they just ouse negative vibes , never had anything positive to say about vrs before I filtered him.
Spends lots of his time dissing a stock that he alledgelly has no skin in , I can only assume he gets paid per post via the tax dodgers crew or he is deranged ,
Why else would you spend all day every day commenting on here.

[superg1] 24/11/2018 19:28

Forgivethem, they know not what they do.

[phoenixs] 24/11/2018 18:56

I’ll pray for the sad man tomorrow. He really doesn’t have a clue😂㈳4;🚀

[grabster] 24/11/2018 18:45

Everyone needs a hobby. Trashing stocks is Tim's (except it's more of an obssession rather than just a hobby).

A truly sad negative existence.

[luckyorange] 24/11/2018 18:36

What's this the loglorry thread .... bless 😘

[loglorry1] 24/11/2018 18:21

@serratia the information in the Times article was based on work from the University of Singapore who rated Elcrao top in a big study. It's possible I suppose that this research was invalid. It's also possible that things have moved in since and better Graphene manufacturers are around. I've listed a few here. Most companies are around the £25m market cap valuation. VRS is more like £180m.

[serratia] 24/11/2018 17:36

I read the Times article saying there are many poor quality Graphenes. Here's one from Elcora. Their own data sheet says it's 45% graphite so wouldn't be expected to perform well in most applications.

hxxps://www.elcoracorp.com/wp-content/uploads/2018/08/elcora_2d_few_layer_graphene.pdf

[charo] 24/11/2018 16:56

Is that the sound of a bursting bubble.

[charo] 24/11/2018 16:56

Is that the sound of a bursting bubble.

[loglorry1] 24/11/2018 15:55

Some good info and pricing here on the addition of NanoXplore graphene into plastic pipes.

[loglorry1] 24/11/2018 15:42

Worth also pointing out that NanoXpolore who are market leaders in graphene and graphene nano-platelet production say this on pricing:-

“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.”

[loglorry1] 24/11/2018 15:41

I see the excited puppies are at it again with their $100,000/Kg pricing. The reality is far far different. Sure there are some companies selling graphite at graphene but there are plenty of other that are not. It is simply false to say that VRS are the only company selling graphene. In any case VRS despite collaborations spanning back 3 years have sold almost none.

Here is some pricing from companies which are selling at the multi-ton level .


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

[club sandwich] 24/11/2018 14:11

rid - $30m seems much more feasible IMO. After all, the McLaren 1Kg went for £100k, so that's £100/g (rather more than $100/g!) maintained to the Kg scale - but of course that was 2 years ago now. The price may have gone up or - more likely? - down since, and of course we have no way of knowing what volume discounts apply at quantities larger than the Kg level...

[harrysol] 24/11/2018 13:26

The Times article highlights the fact that there are many firms selling graphite as opposed to graphene - something most of us, and for that matter Neill Ricketts have been thinking and saying. When the iso is finalised, only a few graphene producers will exist. Of course, companies that want graphene will have to come to VRS. We know that China, India and USA want VRS graphene. In fact, the Chinese know that VRS graphene is world leading. All makes sense.

[ridicule] 24/11/2018 13:25

Neither can I Club, but the outputs are likely to go to a myriad of sources among the collaborators and they may well have been waiting on the 3T machines becoming operational before being able to move forward.$30m would do me nicely, particularly if it involved value-added work for 2D Tech and AAC in addition!

[club sandwich] 24/11/2018 12:43

$100/g? Really can't see it for large scale orders. I mean, I'd love the output from the new machines (3T) to be worth $300m, but I really can't see it myself...

[anley] 24/11/2018 12:36

What that silly reporter saw was graphene ink and who knows which labority he was in as one department made it themselves and in my view it was not the correct way.

Terrible article and Cambridge Uni Press Department needs to be ticked off especially as the reporter spent little time lokking and learning........typical of the press these days.

The only message for me is to get the IOS standards agreed asap.............

[ridicule] 24/11/2018 12:05

Talking of three tons, this could be the main for focus of news in the next two weeks. Chris would not have allowed the machines to have been ordered without being convinced they could be put to use immediately they were commissioned. They are likely to be commissioned this week if they arrived in November as predicted. Once they are commissioned VRS should be able to announce their Production rate. This alone, could be a game changer for the share price.

[alchemy] 24/11/2018 12:03

No tyre kickers eh ?