Versarien Share Discussion Threads

[melf] 30/11/2018 12:08

Re HAYD, it's all very good looking at the recent 200% rise but it's what happened before rise that would concern you if you were a long term holder, particularly if you bought in the 120p region. Never been a holder myself.

[wuzy] 30/11/2018 12:06

Yes fest, but they went down by that much in the previous month.cheers

[festario] 30/11/2018 11:59

Not that it benefits me at all, but HAYD are actually up over 200% in the last month. Hmm.

[pshevlin] 30/11/2018 11:57

Super, I would like a bit of the trouble that Haydale has when the stock goes up 15% today. Only kidding;-)

[superg1] 30/11/2018 11:55

Mryl

Glad someone took the time.

The threads and aerogel are interesting, I did note and had forgotten they apply that to hBN and MoS2 for the threads.

[superg1] 30/11/2018 11:53

ps

I don't believe we are doing much with Haydale.

Still thoughts from some I know that they are in serious trouble and as we known they need cash very soon.

Having a quick break (extended, don't tell the Mrs) re DIY. I though I'd look up the FGR news due to what Chill posted about being surprised it was allowed to be released.

I took it asa deceit event re Newgen to find it's some small set up in Perth. I think Lucky said something on that.

Then the order isn't really an order, it's through 2019 and states it kicks in WHEN Newgen win tenders.

Some points there, you can't really set revenue expectations on tenders submitted or yet to be submitted if they become available.

Their tender is surely at a higher cost due to the added graphene and end users may want safety tests fire and other requirements etc.

So I fully understand Chill's point, dodgy looking news.

[ashehzi] 30/11/2018 11:38

04 Min, July 2014 Video: (Versarien - Business is GREAT Britain competition supporting video
)

Funny how things have moved on in such time.

[mryl] 30/11/2018 11:33

Great webinar by S.Hodge, thank you for sharing superg! There are a few things that may be very useful to me for my own research!

[pshevlin] 30/11/2018 11:27

Why is it that the transactions of VRS are so opaque so that we never know what is being sold to whom? This is especially so in sales through third parties. For instance, I know we work with Haydale so are we selling through them and then having them take the share price benefit for our sales? Maybe I'm completely wrong in all this but maybe someone knows more.

[jointer13] 30/11/2018 10:57

Shavian..?

Stock Code: 000413 , 200413
Securities abbreviation: Dongxu Optoelectronics, Dongxu B Announcement No.: 2018-132
Dongxu Optoelectronics Technology Co.
About signing with the University of Manchester, UG2M and Versarien plc
Voluntary Information Disclosure Notice of the Cooperation Memorandum of Understanding
The company and all members of the board of directors guarantee that the content of the information disclosure is true, accurate and complete, and there is no false record.
Misleading statements or major omissions.
Dongxu Optoelectronics Technology Co., Ltd. (hereinafter referred to as "Dongxu Optoelectronics" or "Company") in 2018
November 7th, 2007 with The University of Manchester (hereinafter referred to as the University of Manchester)
"Manda"), Manda Chuang Technology Co., Ltd. (UG2M Ltd, hereinafter referred to as "UG2M"), 2018
On November 5th, Versarien plc ( Versarien plc , hereinafter referred to as "VS") signed the cooperation cooperation
Memorandum of Understanding (hereinafter referred to as "Memorandum"), the "Memorandum" signed by the company and Manda and UG2M
Describes the further development and production of graphene and related technologies developed by the company for the UK's Manda
And the opportunity to successfully commercialize. The Memorandum signed with VS focuses on the industrialization and commercialization of graphene
Cooperation intention of the domain. The relevant information is hereby announced as follows:
I. Memorandum of the other party:
1. Full name of the partner: Manchester University, UK
English name: The University of Manchester,
Address: Oxford Road, Manchester, UK, M13 9PL
The University of Manchester is a royal registrar (registration number RC 000797) and exempted
Good education institution. Manda has a history of nearly 200 years, and through years of scientific research accumulation and continuous technology
Innovation, fruitful results in numerous engineering and humanities fields, current and past faculty at the University of Manchester
There are 25 Nobel Prize winners among the members and students, and there are 3 Nobel Prize winners among the full-time faculty members.
Ranked among the best in the UK, especially in 2010, two physicists at Manda received the discovery of graphene.
The Nobel Prize in Physics has opened up a wave of research on two-dimensional materials. In the latest QS Global University Rankings
Ranked 29th in the ranking.
The company does not have a relationship with Manda.
2. The full name of the partner: Manda Chuang Technology Co., Ltd.

Page 2
English name: UG2M Ltd
Address: Room 1801, 18th Floor, China Merchants Building, 152-155 Connaught Road Central, Sheung Wan, Hong Kong
Manda Chuang Technology Co., Ltd. is a company established and registered in Hong Kong (Registration No. 2557181).
It is a two-dimensional creation of Dr. Jiang Haixuan from Manchester University and a senior alumnus of Manda, and Dr. He Zhongtai in Hong Kong, China.
The material investment company is responsible for the industrialization of graphene and two-dimensional materials projects in the Asia-Pacific region.
The only company that directly holds shares, and Manda’s long-term patent technology and Chinese enterprises in China
A reasonable channel for industry integration.
The company has no relationship with UG2M.
3. The full name of the partner in English: Versarien plc
Residence: Separation Road 2 Unit, Cheltenham, Gloucestershire, Zip Code: GL519LT
UK VS is a company incorporated and registered under the laws of the United Kingdom (Registration No. 08418328). VS
Is a leading UK listed company in the graphene sector listed on the AIM sector of the London Stock Exchange.
Former Cambridge Graphene Ltd., 2D Technology Co., Ltd.
(2-DTech Ltd.), Versarien Technologies Ltd. (Versarien Technologies Ltd.),
Total Carbide Ltd., AAC Cyroma Ltd. (AAC Cyroma Limited)
Ltd) and 6 subsidiaries such as Gnanomat SL (Gnanomat SL). In London in June 2013
Listed on the stock exchange, it has patented production technology, its experts and the University of Cambridge, Manchester University
(including the British National Graphene Center and the British National Graphene Engineering Innovation Center), Ulster University and other hospitals
The school has established close ties.
There is no relationship between the company and VS.
Second, the main content of the "Memorandum of Understanding"
(1) "Memorandum of Understanding on Cooperation" signed with Manda and UG2M
Background - technical and commercial cooperation
1. The three parties hope to work together to evaluate Manda's graphene and other related technologies, identify and
select. The relevant technology choices will start from the business of Dongxu Optoelectronics and maintain strategic alignment with its business. Correct
In accordance with one or several technologies presented by Manda in line with the strategic direction of Dongxu Optoelectronics, the three parties agree to jointly
A business plan for related technologies. The plan will include:
(1) The commercial value and strategic value of specific technology for Dongxu Optoelectronics;

Page 3
(2) Clarify the technical maturity of the technology at this stage and the advancement required to bring the technology to market
Related activities such as technology development, commercial operation and promotion;
(3) Explain the ownership of the relevant background patents of the technology and other technologies of Manda and third parties.
Intellectual property related issues;
(4) Exploring opportunities for new and promising intellectual property derived from this technology;
(5) Define the most appropriate business model that can be used to support the further development of the technology, such as but not limited to
In a derivative company or joint venture company.
(6) The roles and obligations of UG2M in this cooperation include:
a. Work with the parties to create a project plan;
b. Help define a suitable legal structure and business model to meet both Manda and Dongxu Optoelectronics
Claim;
c. Support and promote communication between the parties and ongoing management of the project process;
d. Coordinate other social resources and promote the industrialization of Manda Graphene technology in China.
(II) The Memorandum of Understanding on Cooperation between the Company and VS
The areas in which the company and VS intend to cooperate include:
(1) The two parties jointly develop related projects based on graphene, including project operation, implementation, and industrialization.
And promote, and ultimately sell to China and the global market and explore more products that can use graphene
Product
(2) Joint government agencies, academic institutions, and other organizations to establish graphene industry research in China
The purpose of the Institute is to establish, accelerate and invest in the commercialization and commercialization of graphene applications;
(3) Jointly establish a graphene industry fund to promote and support the operation and implementation of graphene industrialization projects
Shi
(4) Continue to explore a bilateral strategic investment based on the graphene project, the specific form will be discussed in the future
Confirmed in the argument. Including the financial support and strategic support required by Dongxu Optoelectronics to provide the project, VS
Provide corresponding intellectual property support and investment to jointly promote the industrialization of graphene projects;
(5) The technical cooperation between the two parties focuses on areas related to the main business of both parties, such as high quality graphene materials.
Equipment, photoelectric display materials, new energy vehicles, LED lighting systems, graphene thermal management materials and flexible batteries.
Third, the impact of the "memorandum" on the company

Page 4
During the signing of the Memorandum between the company and Manda and UG2M, the company’s subsidiary in Manda’s graphene is practical.
Technology Co., Ltd. (Graphene Enabled Systems Ltd) and Manda Patent Office (UMIP) observed Mann
A number of graphene technologies introduced by large researchers, including ultrasensitive suspension graphene electronic nose, graphene enhancement
Rubber, graphene ballistic rectifier for heat recovery and microwave detection, laser-printed graphene, graphite
Aene water treatment technology, graphene aerogel, and the like. The company will proceed from its actual business and maintain strategic consistency.
Screen the relevant technologies. In the future, we will accelerate the company's graphene technology through cooperation with Manda and UG2M.
R & D, production, and further promote the development of the company's graphene technology industrialization application.
The company signed a Memorandum with VS to be listed through the AIM section of the London Stock Exchange.
The UK's leading listed companies in the field of graphene collaborate to promote the industrialization and technology of graphene-related projects
Enhance and ultimately realize the sales of graphene industrial applications to China and the global market.
The signing of the two Memorandums is conducive to the establishment of a wide range of international cooperation relations with the help of the international
Imported graphene technology and advanced materials industry resources, from academic commanding heights to international industrialization,
Source sharing, cooperation and win-win. On the other hand, it is beneficial to leverage the research and development capabilities of foreign countries to accelerate the company's graphene and
The progress of its series of products has provided favorable conditions for the development of the company's graphene industry.
Fourth, other relevant instructions
The Memorandum of Understanding on Cooperation only indicates the intention of cooperation between the two parties, and the company will reach a goal with the partners according to the future.
The clear cooperation cooperation signed a formal cooperation agreement, the company will perform the decision-making approval process in a timely manner in accordance with the prescribed procedures.
Order and information disclosure obligations, all company information disclosures are published in the designated information disclosure media China Securities Journal,
Securities Times, Shanghai Securities News, Securities Daily, Hong Kong Commercial Daily and Juchao Information Network,
Investors are advised to take the company's designated information disclosure media announcement information as the standard, and please investors' attention
Interest in investment.
Special announcement.
Dongxu Optoelectronics Technology Co.
Board of Directors
November 11, 2018

[spid81] 30/11/2018 10:47

Hi SuperG1,

Can you explain why FGR and XG Science are able to sell tonnes of Graphene?
with Versarien only managing to sell 1kg ?

or

Why the University of Manchester entered into a 3 year supply agreement with First Graphene and not Versarien?


_________________________________
iofra

Been mentioned many times that one, they are all world leaders just like FGR.

FGR as they said have the largest order to date, but they ignore XG who sell considerably more to Callaway.

Not sure how they don't know about XG as they were with them in California.

Hey ho perhaps they think XG don't do graphene and it's graphite. Who knows in this world of false claims.

And a professor at Cambridge said there are something like 6000 claimed graphene producers in China, so plenty to work through.

[club sandwich] 30/11/2018 10:45

"he is the guy who chooses to utilise social media, dropping hints, teasing, etc - so if something slips out when it shouldn't, he can't really complain."

everything on the web not behind a firewall/log in is in the public domain. anyone who drops endless hints, nods and winks without being explicit invites speculation and searching. if people draw the wrong conclusions or reveal more widely something he would rather remained hidden, that's on Ricketts.

[superg1] 30/11/2018 10:43

Tini

Re FGR

The plan wasn't graphene but other business but then Graphite became the craze. They said they would do 5000 tonnes per year in Sri Lanka of high quality graphite.

Failure deter failure they managed 180 tonnes.

The reason being it's underground in thin veins and the mines flood. So along came graphene.

They have set themselves to fail by claiming Vein is best as they have already stated all they can do is 180 tonnes as mining is so difficult.

In another video claims of prices of $100k per tonne. So if true they max out at £13 mill revenue.

If you recall I said Warwick was a liar having made impossible claims re being the cheapest producer worldwide. He did that in a video to get people to invest in FGR.
So he made false claims and many fall for it.

Manaduca did the same on PRG, I did try to warn them out but he would just stand on his soaps box and call those challenging him liars. My view hasn't changed re him, he needs dealing with, he makes my blood boil. One of the BOD even spoke to a PI directly saying the things we found were untrue and therefore he lost the lot. Bloody scumbags.

I called Warwick a liar and now I see in the last news it's changed to lower quartile, funny that.

[runthejoules] 30/11/2018 10:42

If you don't wBt something to leak don't put the web pages up - unless I'm missing something!

If it's not what sg1 was looking for I'm still excited. I like the name 'Polygrene' though.

[grabster] 30/11/2018 10:33

While I get the concern about not revealing certain details that people have stumbled across - and that NR sounded a tad annoyed at summat - he is the guy who chooses to utilise social media, dropping hints, to an audience that is bound to include discrete and indiscrete listeners, teasing, etc - so if something slips out when it shouldn't, he can't really complain. That is the nature of the beast he has chosen to toy with. ;-)

[anley] 30/11/2018 10:31

IOFRA.....try emailing them with a question or two and tell us what happens please............

I have done my research so in a way we can exchange what we find.

[anley] 30/11/2018 10:27

Well put TINI5...........

[superg1] 30/11/2018 10:25

iofra

Been mentioned many times that one, they are all world leaders just like FGR.

FGR as they said have the largest order to date, but they ignore XG who sell considerably more to Callaway.

Not sure how they don't know about XG as they were with them in California.

Hey ho perhaps they think XG don't do graphene and it's graphite. Who knows in this world of false claims.

And a professor at Cambridge said there are something like 6000 claimed graphene producers in China, so plenty to work through.

[iofra] 30/11/2018 10:23

Vorbeck Materials is seriously exploiting Graphene




'has the largest production capability of high-quality graphene anywhere in the world'
'the first company with EPA approval to sell commercial graphene-based products'
'Vorbeck’s patented technology is based on single-atom thick graphene sheets: it has applicability for Antennas, RFID, Wearables, Next Generation Battery Development, Composites, and Conductive Inks'

'Products at Vorbeck are based on two core technologies Vor-x® as a multi-functional additive and Vor-ink™ as a preferred solution for new and existing applications in the printed electronics industry through its ease of processing, durability, and exceptional conductivity.'

[spid81] 30/11/2018 10:21

Tini5

I think you have the pyramid completely wrong,

FGR has a commercial production facility 90-100tpa, This cost only $1mil AUD to build,
They have commercial sale agreement for 2,000kg which is 2000x more than VRS's sales.
The company video the other day suggested they are soon to sign another multi tonne sales agreement into another industry, and he expects the company to be cash flow positive in 12 months time,
They are supplying the UoA in a 3 year deal with their PureGRAPH range and other 2d materials, Can you explain why the UoA entered this agreement with FGR and not VRS ?

Maybe its to do with Nanene only being 90% graphene ?

VRS has a 1kg sale and many collaboration agreements that have lead to nothing,

Haydale comment is fine,It would appear they think Talga Graphene / Graphite is a much better option than Versarien Nanene.

[alchemy] 30/11/2018 10:18

Where she's thinking "get on with it".Just humour based on slim experience .