Versarien Share Discussion Threads

[baz99] 26/11/2018 10:12

Wuzy Earlier calculations gave 1kg of Nanene to be about 12 litres in volume if I remember correctly.Baz

[fuji99] 26/11/2018 10:10

Very funny world. They say one thing when it drops and another when it goes up.

[davemac3] 26/11/2018 10:06

hundred barrels of what? How big is a barrel?

[wuzy] 26/11/2018 09:57

Club, 1kg of graphene/Nanene probably would take a hundred barrels just to produce that amount so not so insignificant ( just guessing at no of barrels) but you get the point,maybe super can give a better guesstimate,cheers.

[bootie64] 26/11/2018 09:54

mikeb,
Although 2014 that case study is very interesting thanks

From that:
"average weight saving 129Kg per aircraft yielding a potential fuel saving of 170 tonnes per aircraft per year.
Using the figure referenced a saving to Virgin of over £8.6M per year"

With savings of that magnitude, Nanene has to be the material to use in this industry!

[loglorry1] 26/11/2018 09:48

@Club we are told by NS on Twitter that Versarien and fulfilling orders all the time. He's also said that they never give it away. Given that folk think that it sells at 100,000/kg we will no doubt see strong sales numbers in the 2-DTech accounts when they are eventually published at companies house.

[p@] 26/11/2018 09:44

Why don't you produce 2kg of nanene then CS?

[rogerbridge] 26/11/2018 09:43

All in good time folks. Maybe a deal this week, it's getting closer.

[club sandwich] 26/11/2018 09:41

"Exponential potential"

yet so far the largest order has been 1Kg of nanene, and no graphinks sold.

Of course you have to start somewhere, but I'm sure I'm not alone - in fact I know I'm not - in thinking that they would hold off announcing any orders until they had something a bit more impressive than one bloody kilogram - because that is a pathetic amount.

[p@] 26/11/2018 09:35

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".

[ellissj] 26/11/2018 09:32

Indeed, the blue sky is the brightest here ! Exponential potential. And with world leading products. Great management and team. Neill derisks as he goes along. Grateful holder here. Aimo. Glalth. Best ellis.

[matheus7777] 26/11/2018 09:19

Don't know if anyone else has this feeling but it's like I have a winning lottery ticket in my pocket, I just don't know when the draw date is. Seeing booties last post makes me wonder if there's any limit to the applications for this amazing stuff. If you'll forgive the topical pun, the sky is the absolute limit

[bootie64] 26/11/2018 09:13

Chinese team creates new graphene nanomaterials to protect ancient murals

[p@] 26/11/2018 09:10

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".

[nemo19] 26/11/2018 09:10

Lovat Thanks for that. I also thought it wouldn't be a bad thing but WTFDIK? 👍

[loglorry1] 26/11/2018 09:07

@serratia I said I'd post to show what utter guff you post was. Let's start with this....




Nanoxplore have sales but it's not Graphene. They bought an injection moulding company and a composite company. Their sales haven't increased so all sales are from the purchased companies. They had a 4 tpa plant in 2015 so no sales evident since that time.


Here is a quarterly breakdown of their sales

NanoXplore Sales by quarter
Sales growing strongly (quarterly reports below)
2018-09-31: CAD$ 3.90m
2018-06-31: CAD$ 3.70m (2018 total CAD$8.65m)
2018-03-31: CAD$ 2.81m
2017-21-31: CAD$ 1.39m
2017-09-30: CAD$ 0.613m
2017-60-30: CAD$ 0.760m

Then we have this from you.
XG Sciences sell a little to Calloway for golf balls but that looks like a marketing gimmick for Calloway

This is what XGS actually say:

Although, our customers are under no obligation to report to us on the usage of our materials, some have indicated that they have introduced or will soon introduce commercial products that use our materials. Thus, while many of our customers are
currently purchasing our materials in kilogram (one or two pound) quantities, some are now ordering at multiple ton quantities and we believe many will require tens of tons or even hundreds of tons of material as they commercialize products that incorporate our materials. We also believe that those customers already in production will increase their order volume as demand increases and others
will begin to move into commercial volume production as they gain more experience in working with our materials and engage new customers. For example, in the fi rst half of 2017 we shipped 3.4 metric tons of product for various end-use customers and in the second half of 2017 we shipped just shy of 14 metric tons. In the fourth quarter of 2017, we received orders that exceeded our then capacity. In the fi rst quarter of 2018 we shipped products comprising over 10 metric tons of graphene nanoplatelets. In addition, we used approximately 300 Kg of dry powder to produce and ship approximately 9 metric tons of additional product in the form
of a slurry, cake or other integrated products. This demand profile is further evidence that we are transitioning into higher-volume production. Based on customer forecasts and management estimates, we expect to ship from 100 to 200 metric tons in 2018.

I could go on but what's the point as you are obviously just another ramper who'll say anything to support the price of the shares you own.

I should add that I've no idea if NanoXplore, XGS or FGR will make it but these companies trade at a fraction of the market cap of VRS and are obviously much further advanced with their offering.

-------------------
anley, 49961 re who's selling FLG. I looked at the ones that hit the header recently. Elcora doing nothing, XG Sciences sell a little to Calloway for golf balls but that looks like a marketing gimmick for Calloway, Nanoxplore have sales but it's not Graphene. They bought an injection moulding company and a composite company. Their sales haven't increased so all sales are from the purchased companies. They had a 4 tpa plant in 2015 so no sales evident since that time. The plant was expanded to 25 tpa by the start of this year. I have a copy of their feasibility plan showing their process and costs for a 10,000 tpa plant.
I guess it will only get built if they manage to get sales from their 25 tpa plant first.
FGR are at the start of the journey, we'll have to see if they can make progress.
If anyone can suggest a competitor with FLG sales I'll look into it.

[zagrosfold] 26/11/2018 09:06

Last ever top-up (lol) of 5551 to round my holding up to an absolutely insane amount (for me). Just got a gut feeling that a corner is about to be turned.

[superg1] 26/11/2018 09:06

Lovat

I hear they bought 200k when they appeared then 58k next day, so they may have a buyer. It did tighten up as they appeared.

Good to hear (my end) that one more is joining the Igexit, closing IG accounts. I had a trading account there and closed it due to their loan of VRS stock and other potentional unsavory factors.

[fuji99] 26/11/2018 09:01

chillpill - Agree because if one cannot stomach the wait, there is a risk of a stomach ulcer in the short term.

[lovat scout] 26/11/2018 08:59

Nemo - Berenberg are a decent sized mid market bank but their reason for becoming an MM could be one of many. The tech analyst may wish to follow some companies is a new high growth sector, the trading desk may just want to get involved in the share turnover or maybe they have clients showing interest? Maybe the corporate department wants to pitch for the nomad? Whatever the reason, I don’t think it’s bad news.

AIMHO etc

[festario] 26/11/2018 08:58

The real mid price is 128.4p. Just so you know. I expect Blue later.

[fuji99] 26/11/2018 08:57

Some news on EV.