Versarien Share Discussion Threads

[jointer13] 19/12/2018 09:35

also appreciated by me lucky...sg puts a hell of a lot of work in.

[luckyorange] 19/12/2018 09:31

Whilst I think about it.

Thank you superg for spending the £350 on the information each month to share on here regarding the share register, although some don't seem to believe it I do and it must take a lot of time to sift through it all to get the information you do.

Also thanks to chillpill for similar and lovat and phoenixs for the levelheadedness, it matters to me 👍

Lots more elliss, squire, woodie et al, have a lovely christmas, the prosperous New Year will happen 🌞

[loglorry1] 19/12/2018 09:29

As it's Christmas, here is my own contribution to help @superg sell his shares to you all. I've tried to get the right tone that he might use.
----

All,

Those who have bothered to spend their time to dig out the nuggets of information that are publicly available will get their reward.

I can't say too much (the Company want to release this info when they are ready, not via an over enthusiastic shareholder) but, rest assured, long term shareholders will be looking back at days like today and wondering what the fuss was about.

The liars who run 'competitor' companies will soon be shown to be what they are - purveyors of worthless snake oil - and their paid bashers will be locked up after the evidence I've collected is released to the proper authorities. Beyond how the authorities might treat them, they should also consider how less legally minded shareholders might respond. In my life, I've seen how some people's anger can't be controlled when their assets are under attack.

Back to VRS, we are building this company, brick by brick, and each RNS gives only a hint of what is to come. Those selling now, including the funds, will regret selling out for a measly 100-500% return.

I can't worry about those who are going to miss out, however. Those who do their research and reap the rewards for being patient as the tsunami of material news is revealed.

----

@superg, feel free to cut and paste the above and use as you see fit. It has the lot:
* hints of inside knowledge, without being specific,
* threats of legal and illegal consequences for that might have the audacity to
question this 'pump and dump', and, of course,
* the promises of riches to come to the virtuous and patient (very Christmas spirit)

[jointer13] 19/12/2018 09:29

don't listen to the blx spouted on here about prices.

they are not our prices.

its all about our quality and its to do with the specification , application, and qty.


"Different customers have different needs and there are a lot of test regimes and methods, why having Dennis and Martin on board is unique and so important. You have to also ask who tested it which is why our other relationships are so important"

[davemac3] 19/12/2018 09:26

fuji99,

I thought there was only one quality of Nanene? that is the good stuff, the other qualities are by-products of Nanene's production as I understand it

[pshevlin] 19/12/2018 09:18

"comparing a butcher of pigs with a brain surgeon".Not mutually exclusive. Lol

[loglorry1] 19/12/2018 09:14

@fuji99 plenty of other companies seem to manage it. Here is a good synopsis on pricing elsewhere....


Graphene Sale Prices

First Graphene (ASX:FGR) Market cap ~£25m
Product: PureGRAPH FLG product <10 layers
AVE PRICE: $125/KG
8th May 2017
“While there is no firm terminal market for graphene products, and market information is at best opaque, speciality marketers have advised the Company the market price for graphene out of China, destined for the battery market, sells at a price of US$100-150/kg (US$100,000-150,000 per tonne).”

First Graphene have also said that each bucket liner in their maiden application has around AUD$500 of grahene in it. They also say there is about 2kg so that's a price of around USD$142/kg.

TALGA (ASX:TLG) Market Cap ~£56M
Product: “vFLG Ultrafine” 1-5 layers Graphene price assumption (USD$/t) 55,000
AVE PRICE: $55/KG
9th Oct 2014 (page 2 and page 5)


XG Sciences ~£25m
Product: xGnP different types but up to 800m2/g surface area FLG/GnP
AVE PRICE: $80/KG
While no sales price is given for specific production it is possible to derive a price per Kg/tonne from the accounts. This equates to (USD$/t)80,000

NaneXplore (~£84M market cap)
Product: Graphene Black 0X (lateral size is good average 13um and good distribution see figure 2. 6-10 layers.
AVE PRICE: Projected as low as $10/Kg during scaleup to 1000 mt/year.


Elcora Advanced Materials Corp (Market cap £6m)
Product EL-2D Few Layer Graphene
Average of 2-4 layers (1-5nm) >99% carbon. BET BET (m2/g): 92
World leader in quality, determined by Centre for Advanced 2D Materials (CA2DM) Singapore by Professor Neto a world leader in Graphene research in a
comparison paper which looked at over 60 products.

Versarien (LSE:VRS) (~£190M market cap)
????????????????

It is possible to infer a cap on the price via a link that was tweeted by CEO Neill Ricketts which links to a page here

On this Cambridge Uni page they say

Silver-based inks cost £1000 or more per kilogram, whereas this new graphene ink formulation would be 25 times cheaper.

That puts the ink price at around £40/kg. We know that inks are around about 10% graphene content by weight


"The inks produced by the microfluidisation process have high concentrations of up to 100 g of graphene flakes per litre. "


So this puts a cap on the price of graphene/nanene at £400/kg if used for this application and that gives no margin for the cost and manufacture of the non-graphene part to the ink, IP etc. etc.


---------------
Here we go again ! Someone wants "pricing/per kilo". How on earth can someone establish a pricing list when every application requires a different quality of nanene for the mix ? (with the quality being linked to the purity of graphene/nanane).
We cannot assume that every application uses a pure material. People need to stop extrapolation material usage in motorways (to strengthen) with that in electronics (to improve the semi conductor characteristics). It is like comparing a butcher of pigs with a brain surgeon.

[fuji99] 19/12/2018 09:12

Here we go again ! Someone wants "pricing/per kilo". How on earth can someone establish a pricing list when every application requires a different quality of nanene for the mix ? (with the quality being linked to the purity of graphene/nanane).
We cannot assume that every application uses a pure material. People need to stop extrapolation between material usage in motorways (to strengthen) with that in electronics (to improve the semi conductor characteristics). It is like comparing a butcher of pigs with a brain surgeon.

[pshevlin] 19/12/2018 09:10

And by the way lucky, I wouldn't have around (only 50% due to share price drops) of my liquid assets invested here if I didn't think it was a good long term investment.
(Can't stop whingeing, especially in brackets, please help!)

[tini5] 19/12/2018 09:10

There’s only one paid poster on this board.

[loglorry1] 19/12/2018 09:04

That's better superg1! Back to nudges and winks - you know it makes sense! This is brilliant stuff. Do you get paid extra for such inspirational stuff?

----------------

Few seem to have paid attention on what is coming from Aecom, in news, posted and in interviews.

Transformational and LTHs should do very well there.

The perfect storm re Aecom is that the major part of that news hits when funds have nothing left to feed the MMs.

I have it as huge.

[wuzy] 19/12/2018 09:01

All you can do is keep on buying while sentiment is low but it can and will turn in a second and when that happens it won't stop at £2.00 sky's the limit.cheers