Versarien Share Discussion Threads

[chillpill] 06/12/2018 07:42

NY Boy. That's where you might have misjudged the business model. It is more than just a commodity.

It's not something you just buy off the shelf!

[ny boy] 06/12/2018 07:41

Opening calls -8% shame their results come out on another big global markets drop day!

[molatovkid] 06/12/2018 07:41

I still think China is a massive mistake but there you go.

I see BT are even removing Huawei gear from their operations due to the theft potential.

[parsons4] 06/12/2018 07:39

Fantastic news all round, they are years ahead of all the competition. It looks like the MMs are opening with a markdown. Hopefully this will allow a top-up back to my maximum holding. This is a really exciting company, who knows what great heights it will reach GLA this is only the beginning!!!!

[tini5] 06/12/2018 07:39

Tim lielorry Kempster called out with another LIE on Twitter by Neill.

Tim - See you next Tuesday.

Great results. Aecom news is fantastic!

[molatovkid] 06/12/2018 07:38

I think the real achievement lies in how the loss is not higher....

[ny boy] 06/12/2018 07:36

Maybe someone going to see Neill for coffee might ask what is the approx industry price for Nanene,Polygrene etc, it’s not a sensitive subject, every industry, mining etc has prices ton/kilo etc Analysts must be asking this, as how can they do their numbers, projections etc.

[fuji99] 06/12/2018 07:35

IMO this is how I summarise the information we got today: 1/ Cash sufficient enough to hold for 5 years with a possibility to break even next year. 2/ Customer base is already established via the 27 collaborations and continuing to grow by signing more for various applications. 3/ Orders will follow according to how long an application would take to integrate nanene into its manufacturing process, each time a collaboration trial is successful 4/ Factory in China will help a lot for volume. So my conclusion is that shoots are starting to blossom for transforming VRS into a huge fruit tree and a cash cow. So, regardless of the share price behaviour today, I feel confident and comfortable with VRS bright future.

[jointer13] 06/12/2018 07:35

at the end of the day there is only one way to look...forward !

[diversification] 06/12/2018 07:34

Get in, fanstastic, have a busy morning so can’t dissect the interims but the Chinese MOU and incorporation of our product is moving at a pace.

AECOM, well that is going to be massive in itself and require much bigger facilities to oblige.

Lovely start to the day.

[redstone64] 06/12/2018 07:32

Excellent news and the AECOM order shows how key it is to be able to produce the Polymers readymade since customers may not be geared up to take Nanene directly. In the Collaboration update table there are also several mentions of master batches now so progressing closer to products on several fronts.

[anley] 06/12/2018 07:32

YES the new production unit is being commissioned.

[pandar] 06/12/2018 07:31

Well done to all at VRS

Great products, great cash position, great team

Ruddy marvelous

[chumbo1] 06/12/2018 07:31

Thank you!

[ad63] 06/12/2018 07:30

Looks like Gnanomat's technology was further down the developmental route than was possibly conveyed on purchase day - good to see it mentioned commercially - so many positives here. Well done VRS :)

[jointer13] 06/12/2018 07:29

chumbo.

"Our new graphene production equipment has duly arrived and will shortly be commissioned enabling us to produce sufficient amounts of Nanene to satisfy the current needs of the collaborations and anticipated orders. With our DIT secondees in place, and access to the engineers and scientists from leading universities such as Cambridge, Manchester and Warwick, we are continuing our focus on agreeing further collaborations and progressing our existing ones. We anticipate that this will lead to larger orders for our graphene products and the emergence of commercial products enhanced through the use of Versarien's graphene."

[chumbo1] 06/12/2018 07:27

So there are 250kg of polymer in total required for testing, after which quantities should ramp up. No announcement re commissioning of the 3 TPA kit unless I've missed it in all the excitement.

[chillpill] 06/12/2018 07:27

A Great British Company in the making.


Send the detractors to The Tower!!

[joeblogg2] 06/12/2018 07:27

Nice to wake up to good news!! Well done NR and vrs and thanks to superg1 bullishness!!

[zagrosfold] 06/12/2018 07:27

What an excellent low-cost business. Something like 800k in operating expenses per annum. Well done the CFO and CEO, an amazing job. Great example to set to all the other shyster co's on AIM. Nice list of how all the collabs are progressing aswell. Most of them at an advanced stage. Great time for people to buy in first time here as it looks like 2019 could be a double or triple revenues at least year. Very happy shareholder.

[dafad] 06/12/2018 07:26

As Neill says "we know what you don't know" much much more to come imho

Sg- is this what you were on about??☺

[loglorry1] 06/12/2018 07:26

Yes it's polymer so concentration may be 1% or less. No weight of Graphene used or it's type given and no price.

Importantly it's a non-regulatory RNS again so not material.


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It’s 50kg of polymer, not 50kg of graphene though right?