Versarien Share Discussion Threads

[woodpeckers] 28/11/2018 10:07

Thanks scottish, i did pick up 2 more small batches this morning but the 25k wasn't me.

[woodpeckers] 28/11/2018 10:04

Something afoot, can't even get a live online quote for even 5k now....

[bootie64] 28/11/2018 10:03

Good point in your post tini5

[loglorry1] 28/11/2018 10:02

Someone ask on Twitter for sale prices from competitors. Here is some information.


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

[1teepee] 28/11/2018 10:01

That spike looks like a dead cat bounce if you look at the chart over a year

[loglorry1] 28/11/2018 10:00

HAYD finances are terrible. It's best avoided until they can sort out funding.

Showing that other companies in the Graphene space are in trouble and have not been able to produce any cashflow from their products and services is hardly a massive vote of confidence for VRS when it hasn't managed to sell any material amounts of graphene either after 3 years of collaborations.

[nellyb] 28/11/2018 09:59

Club, you are beginning to sound like a desperate man.

[ellissj] 28/11/2018 09:59

Re state of play of 'graphenes' industry i refer ppl to denis koltov graphene council presentation at the national graphene association Austin Texas in october. Neill tweeted a picture of a slide from the presentation. It's good to be informed upon the facts when investing i believe. Happy holding vrs here. Aimo. Dyor. Best ellis

[loglorry1] 28/11/2018 09:58

@jointer in your world maybe but in the real world it is totally natural to compare companies that produce the same type of products. It happens all the time.

You can't for a moment support your claim that VRS can sell Graphene at 1000x as much as others are selling at. I've shown many companies that are selling at between $80-200/kg but you persist in thinking VRS can sell at 1000x that price (at large scale). It is ludicrous. You have no evidence at all of this.

Further its quite easy to demonstrate that you can't add 1% of Graphene to the sorts of products like plastic at that sort of price and end up with a commercially viable product.

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@jointer "they will both do what they do...its stupidity trying to compare them !"

[1teepee] 28/11/2018 09:57

No he just enjoys power, as dictators do

[tini5] 28/11/2018 09:54

Amazed that if I look at the HAYD thread I don't see loads of filtered posts... I guess that means then that some people have an agenda to bash VRS, otherwise all this good news about FGR would be plastered all over the place surely?

On the subject of HAYD, looks like that recent spike is about to collapse.

Meanwhile, looking down the tracks, VRS train is getting ready to pull out of the station. The hare and the tortoise springs to mind.

[jointer13] 28/11/2018 09:45

they will both do what they do...its stupidity trying to compare them !

[luckyorange] 28/11/2018 09:39

Later he went on twitter crying wolf about death threats

[spid81] 28/11/2018 09:38

I agree with you Jointer, that is why the UoM / GEIC have a 3 year supply agreement with First Graphene, I was surprised they didn't go with Versarien.

I guess they know much more about graphene than what we do.

[loglorry1] 28/11/2018 09:37

How do we know that VRS has not done exactly the same @superg? VRS has only ever produced very small amounts at lab scale. We have no idea if these didn't undergo a post production separation process as you suggest.

Since VRS has never to my knowledge supplied more than very small test samples there is no way to know that they have not included some sort of post production separation as part of their overall process.

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@superG wrote "There is no way of knowing what you have until you measure it. It’s easy enough to keep post production separation going to get a good sample but knowingly producing that in bulk is a diffrent game."

[jointer13] 28/11/2018 09:35

I have been banging on about it all along...its all about the quality !

[alchemy] 28/11/2018 09:32

Fifth go at 130 in recent times. Soon .

[superg1] 28/11/2018 09:30

Re production of graphene.

There is no way of knowing what you have until you measure it. It’s easy enough to keep post production separation going to get a good sample but knowingly producing that in bulk is a diffrent game.

As I recall VRS certify products sentvto customers to confirm content.

Hence the comments about the value of being in Cambridge and the UOM/GEIC.

[spid81] 28/11/2018 09:28

Hi mryl, What applications do you think will be viable at $100,000k per kg ?

[loglorry1] 28/11/2018 09:26

@superG flapping again and trying to stop people posting news about FGR. Is this because it shows how far behind VRS is from the competition?

[loglorry1] 28/11/2018 09:25

Sixth Elements have a REACH license to sell >1T of Graphene in the EU. Today FGR have announced one too. Nothing from VRS yet although one must assume it is coming.

Here is the FGR one

Within the European Union REACH registration is required if an organisation plans to sell greater than one tonne of a chemical within the EU or United Kingdom. First Graphene Ltd has already joined the consortium which is registering graphene as a new chemical. The consortium consists of three graphene organisations, one from China, one from Canada and one European producer.

and the Sixth Elements one



Come on VRS catch up!

[diversification] 28/11/2018 09:25

Great shout on philbstar, iv had him filtered for a while. SG.