Versarien Share Discussion Threads

[woodpeckers] 25/11/2018 17:51

superg, could I request that you put your 'pub ban' in again from tomorrow at 7am please?

[ridicule] 25/11/2018 17:12

500k If you are genuinely what you say you are? Someone experienced in R&D! Then I suggest your ability for even basic research is suprising. I suggest you read the header to this bulletin board, at the very least, before you post such a ill-informed thinking on VRS.

[laginaneil] 25/11/2018 17:08

Do you all remember, if you talk to or about the trolls they just love you and come back with more rubbish.

Will power !! don't read, don't answer and FILTER FILTER FILTER !!

[phoenixs] 25/11/2018 16:16

Anley, you are asking a question to which the liars will spout further falsehoods. What others may claim is of no interest to me. It is Versarien that have the predominance of collaborations with huge multi national companies and with Chinese entities. I do not think that we will have to wait long before we can put the liars to sleep metaphorically speaking.

[loglorry1] 25/11/2018 15:37

@anley NanoXplore seem to have some sales you can see the last quarterly accounts here



"NanoXplore Inc. and its subsidiaries (together “NanoXplore”, “Group NanoXplore” or the “Company”) is a graphene company, a
manufacturer and supplier of high volume graphene powder for use in industrial markets as well as standard and custom
enhanced thermoplastic products to many customers in transportation, packaging, electronics and other industrial sectors. "

Sales in the last quarter were 3.3m. They are currently ramping up to 10,000 tons a year of production.

You can read about their graphene products here

This is what they say 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.”


More info here
NanoExplore Canadian listed Graphene producer (£84M market cap ~£100m less than VRS)

It’s worth taking a look at NanoExplore a Canadian listed Graphene producer and comparing it with VRS. I’m not advocating buying NanoExplore shares but as you can see below it shows a) how far behind VRS are compared to them and how much higher VRS are valued than NanoExplore (nearly 3 times as much as VRS is £200m+, even more fully diluted).

DESCRIPTION
“Our process is high yield, large volume, low cost, and produces graphene powder with very high quality. This allows us to target mass industrial material markets such as polymers, markets requiring large volumes of material. And due to the quality of our graphene, we can provide significant benefit to industrial materials at low loadings and viable price points.”

Main comparison product to Nanene is Graphene Black 0X tech sheet below

As you can see lateral size is good average 13um and good distribution see figure 2. 6-10 layers. See Fig 1, 2 below.

SALES GROWTH
Sales growing strongly (quarterly reports below)
2018-03-31: CAD$ 2.81m
2017-21-31: CAD$ 1.39m
2017-09-30: CAD$ 0.613m
2017-60-30: CAD$ 0.760m

New Canadian production of 10,000 tonnes per year selling at $10/KG!


FUNDING
Just raised CAD$10m at CAD$1.65 valuing company at CAD$155m current market cap $CAD145m to fund the 10,000 tonnes a year expansion

UNIVERSITY CONNECTIONS
Strong University links with University of Toronto . Professor Park.
NanoXplore has a team of 5 Mitacs Canada Accelerate postdocs who work to develop innovative low-cost graphene nanocomposites for industrial use?

CUSTOMERS
Obviously given it is building a new 1000 tonnes per year facility it has no shortage of customers. Here is a description of one of their latest projects.

“it launched a new blow and injection molded plastic facility earlier this year to manufacture engineered plastics products, and is already supplying to more than 30 customer”

WHERE DO THEY THINK THE MARKET IS HEADING?
“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.”




FIG 1


FIG 2

[anley] 25/11/2018 15:08

MAY I ask who is actually selling this stuff for lots of money..........posters talk but do not mention who they are.

[club sandwich] 25/11/2018 14:13

divers - no sympathy for the shorters whatsoever. the scum deserve everything they get.

also worth remembering that if you're long the most you can ever lose is what you invested: if you're short losses are potentially unlimited (until you close)...

[grabster] 25/11/2018 14:13

diversification - same here. Loglorry stands outside on the doorstep like an unwelcome JW, spouting his scripture. And it's irrelevant.

[diversification] 25/11/2018 14:01

Feeling comfortable.

Just over a year ago it became very apparent to me that the ability to make money on O&G shares had become difficult due to the turbalance of oil prices and the unfavourable terms related to funding for O&G exploration for minors. Most were heavily indebted and for me the time had passed and my investment strategy needed to change to reflect a new sector which continued to offer sky blue returns.

I came across Vrs like others, and since then, irrespective of Brexit, exchange rates and other geopolitical concerns, I am locked in here, relaxed and smiling.

My point is, I am very chilled about my investment in VRS, things are coming together nicely.

Not often have I been invested in a stock and watched those that aren’t shareholders panic 😂

[woodpeckers] 25/11/2018 13:47

Sam Patel : "Our company Arrow GreenTech is working on a technology, which will help resolving, atleast to an extent, the water problem. Presently, trials are going on, in few nagar palikas in Gujarat and Kerala."

Wonder if VRS is involved?

[loglorry1] 25/11/2018 13:43

@jointer you write "is it any wonder the people who understand genuine quality graphene are beating a path to our door."

Would you agree Manchester United/GEIC understand quality? Why then did they recently sign a 3 year agreement to buy Graphene products from FGR and not VRS?

[superg1] 25/11/2018 13:33

Btw

I don’t think anyone has mentioned it but the ink is scaling up too very shortly, it doesn’t cost a lot either.

[serratia] 25/11/2018 13:32

I saw this -

. The sound absorption coefficient of the PU foam/graphene (0.2 phr) composite increased by 18.2% compared with that of the PU foam without graphene. The results of the sound absorption coefficient and airflow resistivity of the PU foam suggest that graphene is an effective additive in the formation of the PU foam to decrease the cell size and increase the tortuous paths of the foams, and this small cell size consequently increases the acoustic damping properties of the PU foam.

Then I saw polyurethane foam here - Continental tyres is there a link ?

hxxps://blobs.continental-tires.com/www8/servlet/blob/179772/f6fe6f4d9b81ce9c074d6427083dae03/contisilent-download-1-data.pdf

hxxps://www.continental-tyres.co.uk/car/technology/contisilent

[loglorry1] 25/11/2018 13:29

@industrious1 thanks for your kind words.

Can you point to a single lie or something I've said is fact and has been shown to be false?

Where possible I provide links to publicly available information which supports what I post.

It is a fact that VRS has a market capitalisation 8x a basket of its peer group.

Its a fact that VRS production is extremely low compared to its peer group.

Its a fact that no material update has been made on any of the collaborations which span back over 3 years.

Its a fact that there has been no material sales of Graphene from VRS other than one £100k sale back in 2016 where repeat orders were expected that never came.

Its a fact that competing products exist with similar if not better technical data which sell at around $80-200/kg whereas bulls here think Nanene sells at 1000x this price yet VRS refuse to release pricing.

Its a fact that the Nanene tech sheet was changed where the minimum lateral size was reduced to 0.1um from 0.5um and no average size given. This was passed off as a "typo" although the so called mistake existed in VRS company presentations and tech sheets for many months. We know that lateral size and aspect ratio is a very important propery when adding strength to polymers.

All this is publicly available information and I've provided links to it.

Most of the so called "extensive research" carried out by the likes of @superg or @seratia are little more than a copy and paste of an article that states Graphene has tremendous potential. Seldom do they provide links to this so called research. Seldom is it VRS specific.

[grabster] 25/11/2018 13:28

owenga - and some further interesting answers noted in that ArrowGreen/VRS discussion:

[industrious1] 25/11/2018 13:06

Log/Tim, narrative seems to be increasingly based on speculative viewpoints and driving home a focus on inciting fear, with a blatant disregard of facts that have been proven over and over. Its like reading random paragraphs from a book on the topic of how manipulate minds, spread misinformation and create fear.

[owenga] 25/11/2018 13:04

A response from Shilpan at Arrow to a question around progress with Versarien. Looks like a lot more patience required here if sorting out patents first.Its going as per plan and time line. Arrow (and VRS), believe in first locking the technology via international patents, The PCT route, and then going public. This means milking the technology cow for 20 plus years!! Patience and long term vision of KMPs is the key.https://twitter.com/sampate86231930/status/1066661389148831744?s=21

[loglorry1] 25/11/2018 12:50

I see @superg hiding again behind an anonymous Advfn name while acusing people of fraud. He's acused FGR if being fraudsters too.

I guess when you just make up lots of so called facts but fail to provide any evidence to support them, post death threats and acuse companies and individuals of being fraudsters it is best to remain anonymous.

[luckyorange] 25/11/2018 12:42

Ahhh , team VRS is their nemesis and retribution is nigh, 'it's all on the web' har har har. 🌞😜

[pcjoe] 25/11/2018 12:27

New machines? - Thought it was just a machine?

& yes delivery brought forward from December so should hopefully be getting installed this week

I have this as the first likely commercial Nanene producing machine & the prototype of these likely to be rolled out in China etc - Up to now its been "beakers & test tubes" in the lab producing very small quantities a day

I have this down as a real big deal & something that prospective customers will want to know works on a trouble free, simple and efficient basis - looking forward to this update