Versarien Share Discussion Threads

[luckyorange] 06/12/2018 10:01

Already onto the next one elliss 😉 , small sentence 8 words , lot of information and what an innovative wealthy country to work with.

[ellissj] 06/12/2018 10:01

A korean graphene valley ? I guess neill may say something in the poddy ? Aimo. Best ellis

[loglorry1] 06/12/2018 10:00

1) Making death threats at me and name calling, even from the CEO, (not that I care) is not "unpleasant"?
2) Yeah constant warnings, constant non-regulatory updates, as the share price keeps falling.

I think I'll leave you all to it for a while anyway.

Good luck.

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Two points to that Clint:

1) the way they went about it was unpleasant
2) they have had plenty of warning

[club sandwich] 06/12/2018 09:56

elliss - Axia?

[ellissj] 06/12/2018 09:56

Any idea what this means from interims ? Possibly An upcoming korean jv proposal ? Imo. Best ellis

'Aug-18   Collaboration with Axia Materials,      Multi-partner funding application South Korea in progress"

[fireball xl5] 06/12/2018 09:56

The collaborations include a number of polymer products, compounds, Master batches, looks like added value products to me, correct me if I’m wrong. Must be plenty of IP in that lot staying in house and repeatable across industries🤪🤫🤫

[chumbo1] 06/12/2018 09:56

Two points to that Clint:1) the way they went about it was unpleasant 2) they have had plenty of warningDon't rough yourself up about it.

[loglorry1] 06/12/2018 09:55

@poombear the Non-regulatory RNS does not use the word Polygrene anywhere.

Assuming it is is polygrenene what price per Kg will they sell polygrene at? How much graphene % by weight is in polygrenene? What are the claimed strength of polygrene over its base polymer? The recent polygrenene data sheet published failed to give any of this information so we have no idea how big the order will be.


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Log VRS are supplying Polygrene, therefore you need to focus on the price per KG of that not Graphene. With Polygrene they are moving up the supply chain.

[clint fleecewood] 06/12/2018 09:53

I am actually starting to feel sorry for those who bet against VRS. It is a horrible feeling, realising you have badly misjudged a situation. The only stick they can find to beat NR with is seemingly that he is not giving them the full recipe/price list/IP in tweets or RNS. :-)
Aecom are huge, as are the structures which they build. These initial orders will not even be big enough to create, for instance, one arch but will prove the suitability of the material for these and much larger structures.
Feeling festive!

[luckyorange] 06/12/2018 09:52

Looking into the future Polygrene will need quite a large factory of its own, or they could licence it to poly suppliers, not as big as the universe.... but big!

[poombear] 06/12/2018 09:50

Log VRS are supplying Polygrene, therefore you need to focus on the price per KG of that not Graphene. With Polygrene they are moving up the supply chain.

[loglorry1] 06/12/2018 09:42

@bmcb5 to be fair AECOM are testing they are a large firm. They may well place a much larger order.

Also I stress I do not know the dollar amount of the order as this was not disclosed. My estimation is based on industry prices for the type of graphene used to add to polymers to add strength and a concentration used in other applications. The order size could be much more or less.

I think what is key here is the type of graphene AECOM require. I'm very surprised to hear no mention of nanene for the second time in a row.

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$100 order. Well, I can see why everyone is so excited

[tini5] 06/12/2018 09:39

No honour amongst thieves - I expect Tom and co in the background are closing and leaving Tim hung out to dry.

[pcjoe] 06/12/2018 09:39

The aecom order seems to be for polygrene of some type or other likely in master-batch form for 3rd party fabrication - Easily exportable - hopefully U.K. jobs in this for the valleys/elsewhere - adjacent polygrene/graphene production plant might be the first major sign of graphene industrial take off - re aerospace/other transport - life cycle cost fuel saving per kg weight saved must be a pretty easy figure to calculate - hopefully polygrene can be manufactured cheaply enough to grab a chunk of this market

[bmcb5] 06/12/2018 09:37

$100 order. Well, I can see why everyone is so excited

[grabster] 06/12/2018 09:37

Desparate detractors can huff and puff but cannot blow this house down. To their huge disappointment, today's Results don't include anything they can use as ammunition. Game over; time they found themselves a new and easier target.

The Full Year results when they are published next summer, and the updates that accompany those, will surely be a delight to see. ;-)

[squire007] 06/12/2018 09:35

Fireball game on ... :-)

[tini5] 06/12/2018 09:33

You sad little prat.

[squire007] 06/12/2018 09:33

Log fekk off your boring all of us x

[loglorry1] 06/12/2018 09:32

Bulls in your forensic analysis of VRS which you praise yourselves on constantly are you going to find out what concentration of VRS graphene was in this 50/250kg test order?

Are you going to find out if it was Nanene and if so what price was paid and how much was used?

As always when reading an RNS one needs to look at what was not said as much as what was said. There was no mention of Nanene? Why not? If this was another GNP-HP test order then that is significant. As you all know the max lateral dimensions for GNP-HP are <26.5um compared to Nanene at <10um.

We know large aspect ratio which is proportional to platelet lateral size is very important for adding strength to polymers from reading the scientific literature.

GNP-HP doesn't have the high proportion of very few layers that Nanene has which is what the bulls claim is unique and makes Nanene the superior product commanding a much higher price point. They also argue that this is the reason VRS will eventually dominate the market.

FGR have recently said they will have 1-2Kg of their PureGRAPH graphene in each 200kg mining bucket liner. VRS don't give any concentrations required for the AECOM test order but the read-across from FGR would be 0.5-1%. Assuming this concentration (as VRS do not disclose otherwise) the 50kg order would be 0.5kg of some kind of VRS graphene.

The order therefore based on an industry price of $200/kg (again we don't know what VRS was paid for the test order) would be around $100.

The NOMAD has marked this a non-regulatory RNS so it does not contain material news.

I expect AECOM are evaluating a number of different graphene products and comparing them. VRS may win out among them it may not.

I am very happy to update this post if VRS is willing to supply more information in an RNS on concentrations, price paid, type of graphene in the polymer etc. They have left all this to be speculated upon and you can read into that what you will.

[phoenixs] 06/12/2018 09:31

What makes me feel so good about my investment is that not only have Vesarien been doing some pretty amazing things in their developing the commercialisation of grapheme but also it is being done by people whom I admire for their decency, honesty, transparency and straight talking communications with us as shareholders.
How wonderfully refreshing in these days of financial greed.

[rafboy] 06/12/2018 09:30

We certainly should be a lot higher than we are. Brexit concerns probably stopping some investing.

[adejuk] 06/12/2018 09:28

we should be over £2 by now

[grabster] 06/12/2018 09:26

Tuesday 18 Dec(?) is expiry date for quarterly spreadbets (unless rolled). There may well be some VRS shorters who took out a bet for this current quarter anticipating that the expiry period would encompass a big down day today allowing an exit before expiry. Today's report, which contains so many promising prospects heading into 2019, kinda scuppers that plan, and doesn't leave open the prospect of anything negative. Some will surely have to bite the bullet and close downbets now rather than run them to expiry.

[fireball xl5] 06/12/2018 09:25

Why bother to read the ramblings here when one can pop in twice a year just to see how well the man is doing. Enjoy the euphoria of the progress, wish him well and look forward to a host of knee trembling news in six months time. Better to spend time over heating on the golf course, getting rid of the steam and enjoying some fresh air between the red mists. Let the maestro conduct.