Versarien Share Discussion Threads

[fuji99] 14/1/2019 08:48

IMO the issues to remain into question for VRS will be: 1/ The logistics - How to satisfy the orders and ship the product in volume to the end users - 2/ How much quantities of nanene will be needed to cover coatings for a given application for example ? 3/ How much the price and margins will vary from a "pure" nanene to normal graphene - as per application ?
At present the business model is a bit difficult to quantify thus to evaluate. In addition, to achieve decent efficiencies, there will be a great need for more investment to sustain production and its logistics for delivery. Can anyone throw some light on these ?

[harrysol] 14/1/2019 08:44

VRS have formed numerous collaborations with some of the biggest companies in the world. We know that all of the collaborations are still on track. It's just a waiting game. The Aecom order has demonstrated the VRS superiority. There is cheaper graphene/graphite out there, but they are dealing with VRS because VRS make high quality graphene. To clarify, Neill Rickets has made very clear that VRS do not give away free samples. I am very happy with the share price. My gut feeling is that the price will go up substantially from here as the collaboration testing is complete.

[diversification] 14/1/2019 08:40

CS - Conflicting comments have a strong correlation to the 110 - 130 trading range. He must realise that his opinion has no bearing on the stock price surely.

With the trading range getting tighter it’s only a matter of time I’m sure. I for one don’t have the minerals to trade this for fear of missing out.

Price will rise in anticipation of AECOM update at end of month.

[chillpill] 14/1/2019 08:14

Clubbie lives in his own la la land and sets false expectations for himself and consequently gets depressed when those (wildly optimistic) expectations are not met.

I tried to explain to him this time last year a move up in the price of 1-2p per week was realistic for the year but he wouldn't listen.

I'm very hopeful of a much bigger movement up this year as some(certainly not all) of the collaborations become commercial.

[festario] 14/1/2019 08:09

Seller done.. No? Right, back to bed.

[affc21] 14/1/2019 08:03

Without any proper few layer graphene(preferably Nanene)/rubber tyre research papers at hand, makes it difficult to come to a def. conclusion as to the benifits or drawbacks of such.Lack of an ISO standard (as yet), must be making it difficult for industry and any of their relevant research. Makes for slow progress at the very least.All the same, that was nother very good post and makes for interesting reading (as always), Thanks

[ellissj] 14/1/2019 08:01

I say again. It's a new science. Product creation in established industries are a much simpler thing. Such as the cronut ! Best ellis.

[ellissj] 14/1/2019 07:58

Indeed. It's a new science, a new emerging industry, a 2D materials revolution. Ngi was all about research. Now geic is all about commercialising that research. Likewise UoC. Vrs has scaled up their production capacity. It's all just getting going. It's who moves first. Looks like aecom ! Aimo. Best ellis

[luckyorange] 14/1/2019 07:57

Positive vibes?


China’s yuan surged for a fourth straight day as bets on easing trade tensions continued to squeeze bears, driving the currency to the strongest level since July. Goldman Sachs Group Inc. boosted its forecasts on the exchange rate.


The yuan jumped as much as 0.48 percent to 6.7340 per U.S. dollar. The currency has rallied 3.3 percent since touching its lowest level in a decade in October on speculation the world’s two largest economies may reach a trade deal and the U.S. may halt its interest-rate hikes. The People’s Bank of China boosted its daily reference rate and the greenback weakened, helping the rally on Monday. Goldman raised forecasts on the yuan, predicting a rise to 6.7 in a year.

[club sandwich] 14/1/2019 07:53

'Significant potential'. No contracts or orders or revenue yet.

[luckyorange] 14/1/2019 07:51

It says it all in the RNS , can't be any clearer?

"AECOM Collaboration Update

Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that it has signed a supply agreement to provide Versarien's new graphene enhanced polymer range to AECOM for a current infrastructure project.

This supply agreement follows the collaboration the Company entered into with AECOM, a US headquartered and Fortune 500 company, announced on 24 August 2018.

This collaboration covered a project that AECOM and Versarien have been undertaking involving the incorporation of Versarien's graphene nano-platelets into large scale polymer structures used in civil infrastructure projects, with a view to increasing their structural strength.

"We are delighted that our collaboration with AECOM has progressed as we had anticipated.

"This application has significant potential for Versarien, as the volumes of graphene that are required in these types of structure are significantly larger than for many other applications given the scale of the structures being produced.

[club sandwich] 14/1/2019 07:44

Owenga - of course things take time to build: but so far there's been *nothing* significant? Given everything that's going on? And you don't find that even slightly concerning? Because I do, and I know I'm not alone.

[luckyorange] 14/1/2019 07:25

o/t amusing in the OBT rns this morning that the PR company has struck through a negative comment but not removed it , nice to see :)

[owenga] 14/1/2019 07:23

Don't be a cretin CS. Things take time to build up. We have the technology, we have the contacts and we now have quality collaboration we didnt have 12 months ago. Collaboration will soon start to turn to orders and then revenues. Aecom, probably within the next month!

[club sandwich] 14/1/2019 06:22

Alchemy - why would I want to inflict a wound on a company I'm invested in? I'm simply wondering why, when there's billions in R&D sloshing around and VRS have connections to every red-hot sector out there, they turned over £5.22m in the last Half...

[diversification] 13/1/2019 23:50

I wonder if this is the reason for the visit to China...

hxxps://www.advancedmaterialsseries.com/cmc19/pages/graphene-and-2D-materials-conference

[diversification] 13/1/2019 23:40

Old article but interesting read:

hxxps://www.chinadailyhk.com/articles/118/172/250/1538711302402.html

[serratia] 13/1/2019 23:26

There's a continuing problem in reviewing the literature re Graphene performance. Researchers compare say the effects of Graphene on rubber/tyres or other polymers. In tyres they compare Graphene with say carbon black. They show some improvements but usually with Graphenes that we now know are not optimal or maybe even suitable.
I've just read the attached paper which shows that there are benefits using Graphene in rubber. They used XG Sciences Graphene and tried to conclude what makes one Graphene better than another or even expanded graphite. They used graphite that had very few side groups then wondered why it didn't disperse easily ! They tried to relate performance to surface area but didn't consider layer numbers !
The only conclusion you can take from the paper is that Graphene reduces hysteresis. They don't get a good correlation between surface area and performance which is logical as they use graphenes with different layer numbers and lateral sizes. In one test M grade performs better than C grade. I'd say that's obvious as C grade has short laterals.
The literature is full of these imperfect comparisons. In order to define performance differences they need to compare Nanene with existing technologies. It's pointless identifying lateral size as being important then using 20 layer graphene or using sub 10 layer graphene with short laterals or graphene with limited edge groups.
Anyway this paper shows that hysteresis losses will fall with graphene addition but what would it have done if they'd used Nanene ? Hopefully when the ISO specs are confirmed we'll get clearer comparison on graphene performance. For those interested here's the paper but you can't make too many conclusions as they use inferior graphene types.

(PDF) Graphene/Styrene Butadiene Rubber Nanocomposite

[festario] 13/1/2019 21:23

Get that stock market OPEN!....... I think?

[redchef] 13/1/2019 21:16

Pirelli have had exclusivity for F1 tyres since 2011. Word has it Michelin are trying to get back in the picture. A contact of mine has told me there have been regular scheduled deliveries if packages between Michelin and UoM for several weeks. Read what you like into that

[ashehzi] 13/1/2019 20:30

What is Graphene and why it will soon take over the world.

One of the best videos I've seen on this topic, produced by BrightSide. Very good examples and summarization to spread the word.



Edit: examples start from 04:50

[sandbag] 13/1/2019 19:27

It's partly because of the complexity of Motogp tyres that I hope to see a fairly quick use of graphene in tyres. At present Michelin are the tyre manufacturers for Motogp. They have 3.300 people in their R&D centre and are very experienced in producing specialised tyres PDQ. If they feel that graphene could boost performance I'm sure it wouldn't take them long to carry out the relevant tests.

P.S. If anyone hasn't watched Motogp give it a try this coming season. Excitingly scary!

[ellissj] 13/1/2019 18:54

And of course, the 3T capacity was ordered in june/july - ready for use dec/jan. Just as geic opens. Best ellis