Versarien Share Discussion Threads

[alchemy] 05/1/2019 14:37

Has any share, here or U S ever ten bagged two years running?

[ellissj] 05/1/2019 14:12

Dynamic tier supplier to airbus i see. Now supplied a 1000 of below per latest news. Best ellis

Airbus to source ‘Flap Track Beam’ from Dynamatic Technologies for its long range aircraft A330

in Allied Industries / News / Web Exclusive— by Online Editor - ACI — March 26, 2014

"Automotive components major Dynamatic Technologies Limited has received an Aero Structures Contract from Airbus for the supply of Flap Track Beams for the Airbus Long Range Aircraft (A330 Family) variants, which makes it the first company in the Indian private sector to become a global Tier -1 supplier to Airbus. Dynamatic has been producing Flap Track Beam assemblies for the Airbus Single Aisle (A320) aircraft family on a global single source basis since 2008 as a Tier-II supplier to Airbus. The new business award will establish Dynamatic as a Center of Excellence for the production of Flap Track Beams...."

[pulledpork] 05/1/2019 13:48

Agreed. I think we all know what's more likely. On a completely different subject. I don't think I've seen much about graphene in container shipping but I might well have missed it. Wouldn't that be another logical market with huge potential and high pressure due to the high pollution caused by container ships. Thinking about containers and container ships regarding weight and also switching to electric vessels -> batteries. https://inews.co.uk/news/long-reads/cargo-container-shipping-carbon-pollution/

[lovat scout] 05/1/2019 13:20

Someone mentioned recently that DEKA were up to 2.5% shareholding in VRS.

DEKA are a diverse financial services firm and they could be holding the shares as a custodian for one, several shareholders, in one of their own funds or all three.

If probably isn’t a coincidence that DEKA’s increased stake coincided with the Berenberg arrival as a MM - keep it in the German family!

It’s also not uncommon to see a MM with a buy order on the offer holding a price down or on the bid with a sell order holding the price up to try and execute the order at the desired price.

Whoever the DEKA buyer is, 2.5% is a decent vote of confidence.

AIMHO etc.

[grabster] 05/1/2019 13:03

and Dynamatic has UK facilities in Bristol and Swindon. Almost local ;-)

[superg1] 05/1/2019 13:03

Pulledpork

Miton had over 15 mill. 25% of that is 3.75 mill.

They don’t have anything like that so either a porky pie or bad maths by a fund manager.

[bootie64] 05/1/2019 12:16

Thanks all,
Yes I searched through the thread and eventually got to MB post.


Any thoughts on this being the company involved? - Dynamatic Technologies


Picture taken from the Graphene delegation held at Dynamatic Technologies from 21st October 2018



Steve Hodge & Nic Gowland ?(GEIC) with Dynamatic CEO




DYNAMATIC TECHNOLOGIES LIMITED designs and builds highly engineered products for Automotive, Aeronautic, Hydraulic and Security applications. With futuristic design, engineering and manufacturing facilities in Europe and India, we are able to meet customers' exacting requirements on 6 continents.

Our facilities which are located in India (Bangalore, Chennai, Coimbatore, Nasik), United Kingdom (Swindon, Bristol) and Germany (Schwarzenberg), are lean, green and clean, and designed to support neighbouring communities as well as the environment.

With three design laboratories in India and Europe, Dynamatic Technologies is a leading Private R&D Organisation, with numerous inventions and patents to its credit. The Company and its Subsidiaries employ around 50 scientists and 500 engineers with expertise in Mechanical Engineering, Advanced Computer Aided Engineering, Materials & Metallurgical Engineering, Fluid Dynamics and Defence & Aerospace Research.

Dynamatic Technologies is vertically integrated, with its own alloy-making and casting capabilities as well as its own captive green energy sources.


DYNAMATIC-OLDLAND AEROSPACE™ is a demonstrated leader for the development of exacting Airframe Structures and Precision Aerospace Components. The Company's modern Aerospace Manufacturing Complexes in India and UK deliver high value to our customers, by combining the technical competence of our facilities in UK with the cost & manufacturing advantages offered by our Indian plants.

UK

Dynamatic-Oldland Aerospace™, UK, is a unique state-of-the-art Aeronautical manufacturing facility possessing complex 5 axis machining capabilities for the manufacture of Aerospace components and tooling. This high-end precision engineering Company is a certified supplier to Airbus UK, Boeing, GKN Aerospace, Magellan Aerospace, GE Aviation Systems, Lockheed Martin, Agusta Westland, Spirit AeroSystems, UK.

[mikebrenner] 05/1/2019 12:13

More the latter!!

[ellissj] 05/1/2019 12:12

And this retweet i posted at the time from neill quoting iain gray very encouraging imo. Best ellis

"ellissj

15 Nov '18 - 19:36 - 48401 of 55576  Edit

Great tweet by neill and comment by iain gray - "just the beginning" he says ! Glalth. Best ellis

"Neill Ricketts @neillricketts
6h
@UKAeroInstitute
@iain_gray

first graphene commercial aero part ? (link: hxxps://ir1.q4europe.com/asp/ir/Versarien/NewsRead.aspx?storyid=14128618&ishtml=1) ir1.q4europe.com/asp/ir/Versari…"

"Iain Gray @iain_gray

Replying to

@neillricketts
, and
@UKAeroInstitute

.... just the beginning"

[ellissj] 05/1/2019 11:54

Indeed spike. Bootie: Mike B speculated priestman b ? Plus yr post copied below. Best ellis.



BOotie64 15 Nov '18 - 15:57 - 48347 of 55576

Ellis,
Both AECOM and PriestmanGoode are mentioned in this report from Sept 2018

HYPERLOOP – OPPORTUNITY FOR UK SUPPLY CHAIN



"It is noted that UK architects and engineers have already started to undertake work on hyperloop. For example, PriestmannGoode has designed the initial concept for HTT. 19 Ryder, an architecture firm based in Newcastle, were involved in the ‘Northern Arc’ Hyperloop One Global Challenge submission, and the London office of AECOM developed concept station designs for the ‘Wales to Scotland’ route, details of which can be
found at Appendix A."

[spike_1] 05/1/2019 11:51

bootie,
I don't think we have a clear idea, although there is talk of it being Chinese.

Best wishes - Mike

[luckyorange] 05/1/2019 10:53

Maybe , just maybe he was talking about the other fund. However, it's not unusual for fund managers to lie through their teeth and to your face to make a buck, beginning to think that it's in the job spec. 😡

[pulledpork] 05/1/2019 10:02

Mike Brenner spoke to Gervais Williams at Mello London end of November and he said that he'd sold 75% but was happy to hold the remaining 25%. So either it's not Miton who's been providing supply since December or it was just a blatant lie to protect his exit price for the remaining 25%.

[luckyorange] 05/1/2019 09:40

The market correction has sifted out quite a few, Gervais selling his shares was a cue for one of their large shareholders to start selling down, would be surprised if he gets the opportunity to realise another £1 million so easily. I have in the past wondered why share buybacks puts a cloud over an share price .. can see why with Miton.

Ray at HAYD trying to realise his assets too and no surprise there, glad that LO got 'stuck' in FUM which looks about to rise but R A Lamb was selling down, any rise there will be quickly sold into but may be good for trade?

Plenty of shares with little hope will/should disappear now but lots of positives and better quality in the market for now so sentiment is up 👌🌞

[club sandwich] 05/1/2019 09:36

The tension builds - what will the first RNS of 2019 be? Another collab? A stonking order from Aecom? An actual contract in China? Something from totally out of left field?

Looking forward to finding out...

[ellissj] 05/1/2019 09:14

Indeed, we saw aggressive buying from 60p upwards in a normal market. Is it the same MO again ? 100k supply early weds ! With chinese gov announcing stimulus on friday and feds chair comments helping to boost US market, next week could prove interesting if general conditions are favourable. Aimo. Best ellis

[superg1] 05/1/2019 09:12

Just checked Zotefoams. Sure enough Miton have started selling as per Tr1s before the year end. I suspect they will continue.

[superg1] 05/1/2019 09:00

I’m enjoying the anticipation of Miton and co completely out.

My thoughts were that if they maintained the rate seen in November then in theory all would be gone in early Q1.

If the supply this week has been one of them (EG Miton) then imo over 500k went this week alone which is around the rate Miton did for all of November.

[ellissj] 05/1/2019 08:42

Indeed roger. Re these interior parts, Lighter, stronger and cheaper to manufacture (i think neill said per poddy?) versus conventional what's not to like? Lighter means Achieving Fuel reduction in current aircraft design and increased range in future electric aircraft. Vrs looks ahead of the game here, 'worlds first'said neill! Aimo. Best ellis

[rogerbridge] 05/1/2019 08:29

Ellis’s, exciting. VRS can supply many different Nanene enhanced parts for aircraft interiors without further certification. So we have a foot in the door.
I believe it will be some years before we can use Nanene in structural items.
It will happen, for sure.

[rockraven] 05/1/2019 08:12

I am loving the vast number of possibilities that are presenting themselves for Versarien. 2019 feels exciting already, even before the first rns of the new year!

[ellissj] 05/1/2019 08:00

Thermal management key in developing electric aircraft this article says. RR project. Graphene being investigated. Glalth. Best ellis

"The team will also consider the use of materials such as graphene and diamond-like carbon within aircraft components. These materials have extremely high thermal conductivity, he said."

FULL ARTICLE:-


'News Aerospace'

'Cornerstone project to address mechanical challenges of all-electric flight'

By Helen Knight 15th December 2017 11:36 am

"A major new research partnership between Rolls-Royce and three UK universities is aiming to develop the technologies needed to allow the aerospace industry to switch towards all-electric flight.

Rolls-Royce is already involved in the E-Fan X hybrid propulsion project

The aerospace industry has been investing heavily in the search for alternatives to combustion engines, in a bid to cut carbon dioxide emissions and reduce its dependence on Earth’s decreasing fossil fuel reserves.

But the great distances aircraft must travel between refuelling stops has made this a considerable challenge, with battery technology not yet sufficiently developed to cope with long range journeys, for example.

The new £6.1m EPSRC-funded project, called Cornerstone, which includes researchers from Nottingham University, Imperial College London and Oxford University, will undertake research into areas of mechanical engineering that will help the industry move towards electrification, according to the project’s principal investigator Seamus Garvey of Nottingham University.

“There is an assumption that moving towards electric flight requires electrical engineering only, and that is utterly wrong, some of the biggest challenges are in fact mechanical engineering challenges,” he said.

The project will focus on six areas of mechanical engineering research. These include an attempt to better understand high power-density contacts, or those locations within an engine where there are very high stresses occurring between two surfaces, such as gear teeth.

“The whole area of understanding how long those contacts will last before cracks start to develop, then those cracks propagate and result in fatigue failure, is as yet an incomplete science, and one of the things we will do through Cornerstone is try to complete that science,” said Garvey.

Some of the biggest challenges are in fact mechanical

The researchers will also investigate the effect of impacts, such as a bird strike, on engines, and attempt to better understand the load and vibration dynamics of aero-engine assemblies, as well as the way in which air interacts with structures such as fan blades, turbine blades and compressor blades.

Of particular importance to hybrid-electric and all electric aircraft will be an investigation of new ways to manage heat without increasing the mass or complexity of the system, said Garvey.

“That is particularly relevant for all-electric flight, because all electrical machines are fundamentally limited by the ability to get heat out of them,” he said.

This will build on work the research team at Nottingham have previously undertaken to investigate the use of oil as a coolant in gas turbines, he said. “We want to upgrade our methods for analysing thermal management with oil, but we also want to develop some new methods for removing heat from engines,” said Garvey.

So, for example, the researchers will investigate the use of fine oil mists for thermal management, as well as cooling components using internal heat pipe elements. The team will also consider the use of materials such as graphene and diamond-like carbon within aircraft components. These materials have extremely high thermal conductivity, he said.

“If we can build those into our engine components, the heat can pass through the parts much more easily than it would do otherwise.”

Finally, the researchers will investigate the interactions between the electrical and mechanical machines within the aircraft, which can be a considerable advantage of electrification, said Garvey.

“When we design a rotating machine one of the things we worry about a lot is whether the machine will shake itself to pieces through vibration,” he said.

By putting an electrical machine on the rotor, it can help to take vibration out of the system, preventing damage, he said."