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[moneysquirrel] 23/1/2019 22:43

I tried posting in sections but didn't work either. May be the bullets/formatting. Happy to forward on and if someone can manage to get it to post then great.

[bisho4] 23/1/2019 22:38

MoneySquirrel, I am very interested in what you have to say about today's event.

Could you post it in chunks? (i.e. Part 1, Part 2, etc...)

[runthejoules] 23/1/2019 22:36

Really glad you lot have had a lovely day in my home city. Sorry I couldn't join you but I've just got too much on at work and at home. Very glad to hear things are going well and thanks Superg1 for posting the slides, which I will enjoy now with a bowl of oats. If this dips again tomorrow I may well take a few more off Miton's hands for them, the chumps. PS Moneysquirrel check your PMs.`

[moneysquirrel] 23/1/2019 22:35

Emails sent to Ayl30 and nemo19. Thanks

[billbyrne] 23/1/2019 22:29

Another big thank you for all the feedback from the investor day today, would have liked to be there but sadly could not attend.

[nemo19] 23/1/2019 22:22

Moneysquirrel Just sent you a pm with my email address if you'd be kind enough to send me your notes. Thanks in advance and thank you to all who have written up their experience of the day.

[sandbag] 23/1/2019 22:18

"Off out again to Asia tomorrow certainly sounds encouraging, especially as Chris is going too, I believe he possesses a suitable pen ;0)"

Spike, exactly as I see it too!

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WRT NDA's:

serratia mentioned these earlier. I don't know if Neill mentioned these at the morning meeting and indeed if everyone at the afternoon session picked up on this but I got the feeling that we PIs were being gently told off. For those that didn't hear or weren't there we were asked not to make public something which is not in the public domain. I believe he said that the company had lost business because they had a Non Disclosure Agreement with a client. Apparently information was posted after being discovered by a PI or PIs which should have been confidential. The client assumed that the leak had come from the company and business was lost. Please be careful what you post and if you find info which may be sensitive please run it past the company first. I believe sg1 has mentioned this before.

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Re TFC:

Festario said that he bet that TFC wasn't really fat. Today he sat next to me, this made him look positively sticklike.

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Finally thanks to all who have posted about today's sessions

[ayl30] 23/1/2019 21:55

I use a junk mail account for such stuff, can you send to [e-mail]

[moneysquirrel] 23/1/2019 21:47

Great day today any nice to meet some of you for a chat afterwards. I've typed up some detailed notes from today's 10am session, Inc. the Q&A and tour but can't post on here due to length. Anybody know how I can share? It's in a word doc atm. Cheers

[woodpeckers] 23/1/2019 21:33

TFC, thanks for that, maybe I misunderstood, I wasn't aware that companies do that, I would have thought that they would want a finger in our pie in return. That's even better! :-)

Edit : Just seen super's post, seems he understood it the way I did...

superg123 Jan '19 - 18:16 - 57257 of 57310
0 10 1
Yes Woody re majors enaged with taking a stake.

If the launch a product then need continuity of supply and security of the supply chain. The way they can assist that is provide cash needed taking a stake in the company. Thus adding security to their supply chain.

Chris talked about and as they have 5 years of cash no need to take such offers if there at this time.

[festario] 23/1/2019 21:30

Nice one Fat Controller, and I bet you are not fat at all.

[festario] 23/1/2019 21:27

He might have been at the sherry?

[the fat controller] 23/1/2019 21:23

Thanks to Woody for an accurate summary of today’s presentation.
I can only add a short note of clarification. When Neill was talking about customers becoming involved, I interpreted his words slightly differently. He was saying that big Co’s need guaranteed supply lines, and if they require a quantity that is more than VRS can currently deliver, then they may wish to get involved. Not through equity, but by financing the purchase of a machine to allow VRS to deliver the product. So a win win scenario, saving us finance costs and giving the customer faith that VRS have capacity to deliver to their timescales and quantities.
Thanks to all for a great day. Never before have I had a beer with the CEO in the pub afterwards! Thanks Neill.
We’re in safe hands. Sit back and enjoy the journey.

[1teepee] 23/1/2019 21:23

Can't believe someone as mature as lucky throwing his toys about. Classic for all his righteousness

[woodpeckers] 23/1/2019 21:22

Ok, so we have crossed lines on this one...

[woodpeckers] 23/1/2019 21:21

Presumably owenga, or at least that's what I 'heard'.They definitely said that the latest SOW was 115kgs and I think I'm right when I say I remember Neill being asked on twitter about the 200kg due at beginning of Jan and he confirmed that that had gone.

[bootie64] 23/1/2019 21:19

I asked David to confirm the 2nd AECOM SOW (purchase order) quantity and he said this was 115kg, therefore a total 165kg. If I am mistaken in this then I am very confused?

[ny boy] 23/1/2019 21:12

Lucky orange,

You are right about the charts, they don’t lie and are without emotion, they show we are really going nowhere, 115/130p band, tough resistance @ 130p, still trying to break that. Really need strong news flow to get the share price out of the mud. Fingers x’d

[bootie64] 23/1/2019 21:12

Good to meet you today parsons4, had to dash off for my train so unfortunately couldn't join you for a pint, or three ;)

[owenga] 23/1/2019 21:10

So what you are saying is that they need more than 300kgs to make 5 arches, so say 60kgs per arch?

[woodpeckers] 23/1/2019 21:09

superg, I agree, that is how I understood it.

[parsons4] 23/1/2019 21:05

I had a great day . Met some of the stars ie SuperG and others but for me the only potential problem is the IP. As far as I am concerned China can take as long as it likes because the IP is at risk with any deal !! I do think the Board of Directors are doing the right things, they are concentrating on 5 potential deals which are the ones that could generate ORDERS. They are quite correct IMHO. VRS are obviously the number ONE in the world as far as GRAPHENE is concerned but the trick is to make the huge profits from it, rather than some other entity. As far as I am concerned they are doing all the right things and we have a great management team. A bit of a muddled post but I had a few in the pub afterwards !!!

[superg1] 23/1/2019 20:54

The extra 115kg order SOW.

That was an additional amount identified as required by the partner/s to complete the 5 product samples for the testing IE the ISO related tests.

[chumbo] 23/1/2019 20:44

See above, yes