Versarien Share Discussion Threads

[1madmarky] 28/11/2016 07:46

Yep, huntsman got themselves a good deal and removed a potentially competitor

[luckyorange] 28/11/2016 07:41

It's an rns that needs to be read carefully, as with all of them, boiling it down it says it all in the final paragraph i.e. it works but higher volumes needed, but it's not possible to achieve high volume, but we will do it in the next twelve months!
Looks like a fundraise RNS?

[superg1] 28/11/2016 07:36

Rid

Yes read it.

It still doesn't make sense. So Haydale supplying some resin and Haydale agreeing to pay for it and take the risk.

The same problem exists, where do Haydale get the GNPs particularly for the strength increase.

It's test levels initially but of me it has a word that I dread 'exclusivity'. So Hayd just screwed themselves on all resins.

Remember how I go on about how big companies screw AIMs with exclusive deals. In this one Haydale are the ones with the outlay and risk with no risk at all for Huntsman ???

PIs love a big name but that a stupid deal imo.

BUT Looking on the bright side id Haydale need high quality GNPS then at least some are available via one of their suppliers VRS. I'd be happy for Hayd to buy some.

Those look like no risk nice terms for Huntman and Huntsman just Blocked Haydale going with a competitor. I fear the usual stifling of progress will now be in play with that usual line in the future, so sue us.

It may excite but it doesn't add up and exclusive in any company I've looked at is bad news (FUM. PLE, Nano etc)

[ridicule] 28/11/2016 07:25

Haydale RNS out! See below.

Haydale Graphene Industries plc

("Haydale" or the "Group")

Joint Development Agreement with Huntsman Advanced Materials

Haydale Graphene Industries plc (AIM: HAYD), the Group focused on the application and sale of enabling technology for graphene enhanced materials and products is pleased to announce that Haydale Composite Solutions Ltd ("HCS"), a wholly owned subsidiary of Haydale, has formally agreed a joint development agreement with Huntsman Advanced Materials. This agreement has resulted from the preliminary but highly successful work, jointly undertaken with Huntsman, to develop a range of graphene enhanced resins to complement its current product range.

The agreement provides Huntsman with the exclusive worldwide rights to market, distribute and sell a range of its resins enhanced with Haydale functionalised graphene. This will include ARALDITE(R) epoxy resins. The agreement will allow Huntsman to purchase Haydale's graphene enhanced masterbatches for use in the fields of composites and adhesives. Huntsman has also agreed to work exclusively with HCS to further develop graphene enhanced masterbatches with specific targeted performance characteristics

Over the past 12 months, HCS and Huntsman have been jointly working on the development of graphene enhanced masterbatches and resin formulations with significant performance enhancements in terms of improved fracture toughness and thermal conductivity. After further development work to optimise both product performance and manufacturing processes, Huntsman's resins enhanced with Haydale's graphene technology will be evaluated by targeted customers looking to benefit from the fracture toughness or thermal conductivity property improvements. Assuming successful customer trials, there will be visibility of significant revenue potential as Huntsman's customers realise the value of these graphene enhanced materials.

Ray Gibbs, Haydale CEO stated:

"We took the decision last year to invest internal funds in the development of targeted specific performance uplifts in epoxy resins for Huntsman. Not only have we produced exciting results with Huntsman's resins but the mixing, formulation and processing know how we have gained is very significant in ensuring consistent quality, differentiating us from competitors and will enable us to accelerate the development of new applications and hence commercial revenues. These are exciting times for the Group as we start to commercialise all the development work carried out over the past year or so."

Commenting on the agreement, Gerry Boyce Managing Director of HCS said:

"We have made great progress over the past 12 months in the development of graphene enhanced epoxy masterbatches which can be diluted into formulated resins with major increases in fracture toughness, electrical conductivity and thermal conductivity. The ability to radically change the base properties of resins and adhesives is pivotal and will offer designers the ability to be creative and develop cost effective, high performance composite structures across a broad range of industries, including industrial and automotive composites, sports goods and at a later stage, aerospace. We look forward to building on our strong working relationship with Huntsman initially in completing the development program, and moving into the commercialisation of these next generation materials.

Dr. David Hatrick, Huntsman Advanced Materials, Vice President Innovation, commented:

"Graphene enhancement of epoxy resins has been demonstrated in research programs for a number of years, but as yet has not made the jump into higher volume industrial applications in any major way. Our work with Haydale has shown that significant performance improvements can be achieved whilst maintaining processibility of the resins, overcoming a key challenge. We have signed a formal joint development agreement with Haydale and will continue to dedicate resources to complete the optimisation of resin performance for composites and adhesives applications. We look forward to achieving a key milestone in the commercialisation process within the next 6-12 months during which time we will begin sampling materials to our customers in these important industrial markets."

[cyberbub] 27/11/2016 23:18

A decent turnaround in the chart at the end of last week. Let's see if it breaks out next week, perhaps a bit more volume is needed. Results on Tuesday - does anyone have any particular expectations?

[superg1] 27/11/2016 22:22

Lucky BTW Daley is a complete tit. I think you will find the Vrs CEO Is worlds apart from that guy. I know from old he is probably the guy that posts as smooth gorilla on his sour grapes game. You have to be in the know to have chosen that avatar.

Happy to give His company the fine toothed comb research should he wish it and report findings to investors. Goodness knows what would turn up.

[superg1] 27/11/2016 21:16

A key figure to help, they talk of their GNPs as 10,000 times thinner than human hair. When ranges for hair on the .34 figure are anything between around 200,000 to 1 mill layers depending on where you look.

So that puts them on the 20 to 100 layer range which are not the few layer GNPS eluding 'producers'.

[superg1] 27/11/2016 21:06

I haven't got time to pick through this right now but noticed their list of players and what they think of them. No sign of VRS of course.

They are about the only company I look at as in the game. However much of their product list are not GNPs far too many layers.

NB

Don't get caught out by some claims and calling some product GNPs. EG XG leaf is measured in microns. 1 micron is 1000 times thicker than a nanometre which is what graphene layers are measured in. Then graphene single layer can go as low as .34 nm. So you could have 3000 layers of graphene making 1 micron.

I know what the codings mean for products like c300 so I'll look at those later.

[superg1] 27/11/2016 08:07

Rid

Where did that article come from about Hayd suggesting they needed to buy resin etc.

It has typing errors so possibly not from a media release, tips etc. That's if it was a cut and paste.

My point is has someone invented that and blogged it somewhere. Others (LSE) think Huntsman would have to buy the graphene etc.

Hayd paying Huntsman for resin doesn't add up. Huntsman surely would simply supply the resin for GNPs to be added.

[superg1] 27/11/2016 07:45

The KLF

You posted the Land/Jag link about their desire re electric cars to be built in the West mids.

This has also popped up which talks of 10,000 jobs.



But in the article it also says this

The 10,000 figure was mentioned by Lord Kumar Bhattacharyya, chairman of Warwick Manufacturing Group, which is part of Warwick University. Although it was not confirmed by the company, it was not dismissed either.

VRS news

Versarien plc (AIM: VRS), the AIM quoted advanced engineering materials group is pleased to announce it has entered into a Memorandum of Understanding ("MOU") with WMG ("Warwick Manufacturing Group") to collaborate on the production of power storage devices such as batteries and supercapacitors using Versarien's graphene nano platelets.




Warwick and Landrover in the same news ??

[superg1] 26/11/2016 08:24

Lucky

AAC has been around for decades, 50years plus I think the manager said. Not obvious due to name changes.

[handygandhi] 26/11/2016 07:23

Yet another use for graphene.

hxxp://www.nanowerk.com/nanotechnology-news/newsid=45185.php?utm_source=feedblitz&utm_medium=FeedBlitzRss&utm_campaign=nanowerkemergingtechnologiesnews

[rogerbridge] 25/11/2016 21:57

SG been here for a little while. Not posted life is a bit manic at the moment.

[luckyorange] 25/11/2016 21:16

Great place the internet, been looking at the Versarien companies and the information on the websites. Bit of history of Total Carbide and how it developed from two separate companies, AAC Cyroma, not much of the history behind the company but they hit the headlines in 2012.... Fire !!!!!! and of course 2D tech which is more recent.

Found it difficult to understand where Total Carbide now sits in the grand scheme of things. Could be Neill's baby from his Elektron days and was a profitable company, looks like it is now on the up a little with jobs advertised.

Because acquisitions have been mooted I was wondering where they could go from here to enhance the company, aerospace, automotive , medical ad infinitum and I suppose natural evolution in this respect would be from plastics to silicone.

With Versarien being situated in the Forest of Dean, locally a quick search shows that there is Meadex in Ross on Wye and Primasil in Hereford area, it is possible that these grew from or were a product of Woodville Rubber company hxxp://www.ross-on-wye.com/index.php?page=ross_3013The_Rapid_Expansion (that is the history of the growth and expansion of the company) Woodville seems to have disappeared !

Anyway, rightly or wrongly that would be the direction I would expect VRS to branch out in, watch Neill prove me wrong :-)

I suppose in short I am saying, looking from the outside with a cold heart, Total Carbide out, Silicone/rubber in!

Easy to say sitting at a laptop with nothing better to do :-)

[wisteria2] 25/11/2016 19:38

On the up! see if it blows the glass sealing away this time....gla.

[superg1] 25/11/2016 18:12

Late trade from Tuesday which will be ths supply to an MM to us on that day and following days.

99,999


A coded trade I think which is "F' the supply is running out help".


I think the supply bus may have left Roger but only a few folk here. There may be some left you never know with MMs and they don't know until the door knocking gets no results .


Looking at Tuesday that 99,999 probably went out he door on the 100k buy that morning as was taken from the supply for that purpose.

[rogerbridge] 25/11/2016 17:30

It is still and quiet here, still time to build a position.

[superg1] 25/11/2016 16:38

If you think I'm kidding. They have the CU foam for cooling, the GNPs for lightweight carbon fibre/plastics/PEEK and the GNPS for the battery side too



There was a 2 year funded trial going on (past 2 years now) re that and it was completed recently (as in posts) so we are waiting on that to see if there is any relevant news.

I hadn't mentioned it too much as all the comcentration has been on GNPs.

[the prophet] 25/11/2016 16:32

would agree SG, lack of supply, recent volumes and a bit of news from VRS could propel the shares sig. higher.
Market cap is really no money at all for what they've got, and it's relatively low risk with near term profitability.
Still, I'm happy enough to wait and see how the story pans out here.

[superg1] 25/11/2016 15:38

It's simple KLF.

The acquisitions are to service the technology.

We have this and it can do this.

Can you make it

Yes

Good spot BTW I'm still waiting on the VRS electric vehicle trials which gave been in play. They were off to visit Jag/land etc on the 11th.

The electric vehicle is in news Btw, was suposed to take two years and about 2.5 now I think.

Don't forget Dyesol re solar too.

[theklf] 25/11/2016 15:30

I'm a bit cynical SG I was a bit surprised when the CEO said at any one time they are looking at several acquisitions (surely they should have their hands full just meeting all the varied growth opportunities in front of them with existing technology and customers not adding more complexity and reducing focus?)

I was thinking two reasons why they might do this.

1. They know competitors/customers may try to reverse engineer technology or steal trade secrets so if they vertically integrate they can give away less of process to outsiders ?

2. The graphene gross margin will be very high so they are trying to reduce it presentationally be hiding it amongst all the low gross margin basic manufacturing businesses they are buying?

[superg1] 25/11/2016 15:18

Don't forget cabot BTW.

[superg1] 25/11/2016 15:17

:-)

There are a few hundred producers to go yet.

One must wonder why so many companies are desperate to suggest they have few layer GNPs.