Versarien Share Discussion Threads

[loglorry1] 13/12/2018 13:03

Plenty of other Graphene producers are happy to disclose what price they sell Graphene at. Why can't VRS? Is it because they want to perpetuate the myth of many thousand dollars per kg ?

No quantity, quality or dollar value was given in the AECOM order. Why not? Nothing to do with protecting IP.


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"We all have to make a leap of faith when investing"

[grabster] 13/12/2018 12:57

Fest - these daily fluctuations don't bother me.

[festario] 13/12/2018 12:57

Blues and greens have always appealed more to me, for some unknown reason.

[festario] 13/12/2018 12:54

Red your favourite colour then Grabster?

[grabster] 13/12/2018 12:52

I am happy with what the share price is doing ;-)

Obviously I would prefer to see it back above 180p this week rather than next month. But I have every confidence in it being there soon enough - and over £2 by Easter ;-)

[club sandwich] 13/12/2018 12:47

"Drifting pointlessly"

what, like the share price?

[lovat scout] 13/12/2018 12:47

I’m surprised what I read on here sometimes.

There are some very good and helpful posters but some people are clearly deluded if they think VRS, or any other company for that matter, is going to publish IP information and other competitive advantages for public consumption in order for PIs to decide if the company market cap is acceptable.

Commercial secrecy is vital for all businesses, especially new technology businesses, and I’d be worried if VRS started publishing their secret sauce.

We all have to make a leap of faith when investing and there’s a very big bond market out there for those who want more analytical certainty, although bonds are by no means bulletproof.

AIMHO etc.

[grabster] 13/12/2018 12:46

A few detractors still hanging around, like zombies. They've long since lost the argument. Drifting pointlessly, poor things. Meanwhile the company goes from strength to strength regardless. ;-)

[jointer13] 13/12/2018 12:40

at the end of the day...what and who are you going to believe.

someone who constantly desperately bashing the company for his own gains

or

the brilliant research, by quite a few knowledgable people on here, some who are qualified and have a brilliant understanding of these 2d materials.

plus of course your own research.

neill rickets...a well respected and truely well thought of man in all circles.

easy is'nt it...

[loglorry1] 13/12/2018 12:33

No serious investor would rely on comments reported second hand made by a very promotional AIM CEO "down the pub". If Neill wants to release that sort of price sensitive information, if true, it should be in an RNS.

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"As Owenga put in his notes at the time, we were told at the informal meeting last Thursday in Victoria that the ratio is somewhere between 2% to 6%."

[maisto] 13/12/2018 12:29

Re the amount of nanene in the AECOM ordersAs Owenga put in his notes at the time, we were told at the informal meeting last Thursday in Victoria that the ratio is somewhere between 2% to 6%.

[loglorry1] 13/12/2018 12:27

We actually don't even know it was Nanene the RNS says Graphene.

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"that was polygrene, and we have no idea how much nanene was in those masterbatches..."

[club sandwich] 13/12/2018 12:15

"1kg? Guess the AECOM update passed some people by then"

that was polygrene, and we have no idea how much nanene was in it...

[metis20] 13/12/2018 12:06

google with 'versarien aac cryoma'

[pshevlin] 13/12/2018 12:00

They produce the MIX dave so it's the polymer itself they make money on . How they combine the graphene is part of the IP as far as I am aware so they make the profit on all of it.

[davemac3] 13/12/2018 11:53

tini, there's probably less than 1Kg of graphene in the whole order combined, although VRS will get some extra revenue for processing. Do VRS have large scale polymer processing capability?

[ch1rp] 13/12/2018 11:26

If they are working 6 months ahead of what we know, then there WILL be ways of delaying RNS for short critical periods like just now.

[jointer13] 13/12/2018 11:13

aecom,

3D printing: building in a new dimension

By Mike Hayes3 September 2018

It is generally accepted that the technology of 3D printing is in its infancy, but this is far from the truth. Large-scale objects can already be rendered in an array of materials and with impressive tensile strengths and lifespans.
Show Fullscreen

Liebherr’s aerospace division has been developing the 3D printing of titanium
One company taking advantage of the technology is construction engineering firm Aecom. The firm is working with a transport authority on its underground lines.
Aecom’s project director Dan Smith commented, “They were keen to reduce the time and costs of installing a visual signalling system.
“We looked at replacing the traditional bolt and screws method and came up with the concept of an arch that didn’t bolt to any of the existing tunnels.
“The concept was a 3D printed structure – and this is where things get extremely exciting; we’re looking at printing large-scale structures that support the signalling equipment.
“The size is 5.5m in height and 4m in width. With our partners, Scaled, we can actually print anything up to 20m in length and 4m in width on their machine, which I believe is Europe’s largest 3D printer.”
The Scaled printer has the capability to print in concrete and graphene-enhanced concrete, but is currently being used to test different types of composite, glass fibre and carbon fibre – in total, around 60 materials are being researched for various construction applications.
For the project, Aecom is working in glass fibre-reinforced plastic. Using this lightweight material, the signalling structure can be carried into position by just two people at ground level, with installation completed in one shift.
Compare this to the current signalling installation, which requires more manpower, four shifts and the assistance of a scissor lift, and it’s clear why the authority in question is so excited about the Aecom concept. In terms of reduced cost of production and installation, time savings and enhanced safety, it looks like a clear win for 3D printing.

[jointer13] 13/12/2018 11:13

aecom alone could be a company maker.

[grabster] 13/12/2018 11:11

From that 6 Dec announcement:

"...AECOM have confirmed the first Statement of Work ("SOW") from the supply agreement which includes the supply of 50 kg of Versarien's graphene enhanced polymer material to be delivered in early December 2018, with a further SOW expected to cover the delivery of 200 kg in early January 2019...."

Two questions:

1) Is the supply of that 200kg in early January likely to be announced at the time? Or no such announcement as it's already been detailed here?

2) Does that "which includes" wording mean that Versarien are supplying something else as well as the graphene enhanced polymer?

[tini5] 13/12/2018 10:55

Dave - what do you think is in the polymer? It’s a 250kg order which is a prelude to what in my opinion, will be a significant supply contract.