Versarien Share Discussion Threads

[davemac3] 25/1/2019 09:11

Have AECOM announced arches?

[superg1] 25/1/2019 09:07

A reminder re Tunghsu news. It's worth a read.

Jointly developing graphene-related projects including their operation and execution, industrialisation and promotion, leading to sales in China and global markets and exploring more widely products utilising graphene;

· Together with governmental agencies, academic institutions, and other relevant organisations, to set up a "Graphene Industry Research Institute" in China, to fund, accelerate and invest in the productisation and commercialisation of graphene application projects;

· To jointly establish a "Graphene Industry Fund" to promote and support the operation and execution of graphene industrialisation projects;

· To discuss mutual strategic investments for graphene-based projects, the forms of which will be agreed in future discussions. It is envisaged that Tunghsu will provide financial support as well as strategic support and in return Versarien will provide the required intellectual property to enable the industrialisation of graphene-based projects; and

· Focus technical collaboration on projects closely related to both parties' current areas of activity, such as high quality graphene manufacturing, photoelectric display materials, new energy vehicles, energy storage technologies, LED lighting systems, graphene thermal management materials, and flexible batteries.

[superg1] 25/1/2019 09:04

Just to cover the bit that Tungshu are already in the graphene sector with products. Note the optoelectronics displays which is is speciality area of the Cambridge graphene centre. That's where Stephen Hodge is based.

The Tunghsu Group operates in equipment and technical services, optoelectronic display materials, high-end intelligent equipment, new energy and environmental protection, real estate, finance, and other industries. It engages in the research, development, and manufacture of optoelectronic display materials, including high-generation LCD glass substrates, color filters, high-aluminum cover glass, optical film, and other new display materials; high-end equipment, such as TFT-LCD liquid crystal glass substrate equipment, green environmental protection equipment, and new energy industry equipment; a series of graphene products, which include graphene-based lithium-ion batteries, graphene LED lam...

[superg1] 25/1/2019 08:57

A post by Cheek about a week ago which were my thoughts too.

Chinese New Year on the 5th February - if the Chinese are hoping to finalise some of these MOUs before then, time is running out. Will need to be done by the end of Jan IMO or won’t happen until March at earliest I suspect.

[superg1] 25/1/2019 08:55

Yes Roger and it's in the week before the Chinese New year, so that adds to my suspicions re the trip.

[johnveals] 25/1/2019 08:55

AECOM has been announced.

If VRS or ‘the company’ makes an announcement then it isn’t the subject of an NDA.

[grabster] 25/1/2019 08:47

superg1 - Don't get me wrong - I am excited by what does feel like happening this quarter and beyond. But how do your heavy hints re imminent Aecom business square with us being asked not to risk compromising NDAs in our postings?

[davemac3] 25/1/2019 08:40

SP flatlining news needed

[rogerbridge] 25/1/2019 08:33

Nice posts to start the day off. I would like to be a fly on the wall at the meetings in China.

[superg1] 25/1/2019 08:27

EG

There were a lot of mutterings and excitement around Aecom and down the line it seems we have something very big on the cusp with them.

Axia same re them, as I said at the time the wording had started to change in the news form testing to actual products. Both Aecom and Axia were along those lines as if testing had been done first and then the collaboration with a move to a supply deal/products.

Note the multi partner funding planned re Axia, therefore imo it can't be small. They talk of thermal panels in their buildings and on the desk at GEIC was graphene ink thermal panel. They also talk of the strength gains for the polymers in their buildings. Not ignoring the auto tray that they also plan to launch.

We are always about 6 months behind and now there seems to be a buzz around Tunghsu. A company that it's said move quickly and already has 'graphene' in some products but they are said to have recognised they are dealing with inferior graphene which is probably graphite.

[soilderboy] 25/1/2019 08:22

Is it me or have these shares slowed down with the dailey traders?

[superg1] 25/1/2019 08:20

Oh AGM wasn't speculating either I have the evidence from the CEO of the company they announced news about.

[superg1] 25/1/2019 07:52

Sandbag

BTW the Helium guys name is Bo sears just to clarify that as you raised it. Had various comms with him at the time and assisted contact with the guy drilling the Helium well near the Sweetgrass arch. Some here know that is true.

re funds. Quite simply their names are starting to appear on the records data which I get from more than more source, city connected. EG Deka bank are there and that is why I use the word tickle as they have been slowly getting some (740k to date). One or two other names have appeared in the last Q of 2018, tickling away. I did have comms with a guy I know re the way they operate and one in particular was thought to be high net worth client related.

However, there were a lot of people at GEIC talking to each other and one PI has mentioned talking to a guy from a fund that attended. The same new fund as above.

There new have the appearance of Berenberg which is a matter still being looked at. Other names are thought to be hovering or starting to buy and those are a work in progress.

At the end of the day VRS has been quietly going along in the PI world and we can see the huge names they are speaking to across the world in the largest economies. We can also see up close what a brilliant team they are. Some funds won't even look at the AIM but the fact is eventually for the funds that do what VRS are doing is going to start ringing some bells and attract attention.

So if a big Aecom deal gets announced (I suspect it will) Versarien will suddenly become a more widely known name.

Read the RNS it indicates the COMPANIES will make announcements. Why would Aecom announce a oddly deal or product....... because its not a piddly deal or product.

It's obviously big for Aecom, 87,000 employees $18 bill revenue.

So if Aecom are announcing it I guess it's highly likely to be huge for VRS.

Don't you worry the dodgy nomad won't get enough notice to sort out mates rates.

[grabster] 25/1/2019 07:28

Some will know the name Glenn Saint from his involvement in the development of electric buses at Optare, where he was deputy ceo. Nowadays he is Chief Of Commercial Vehicles at Banbury-based Arrival (maker of electric delivery vehicles, just down the road from Versarien's Aac Cyroma factory, and not far from Zap&Go). I mention him only because he is newly appointed as Chairman of SMMT’s Commercial Vehicle Committee. (Society of Motor Manufacturers and Traders).

Nice to see an advocate of batteries, supercapacitors and electric vehicles in that position.

(I think his EV company 'Arrival' currently gets its body pressings etc from KScomposites.com in Leicestershire)

[bazzerp] 25/1/2019 06:15

Thank you Jointer. Lost amongst all the news in my aged head.

[jointer13] 25/1/2019 05:44

tunghsu..7th nov

MOU with Tunghsu Optoelectronic Technology Ltd
Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that it has signed a Memorandum of Understanding ("MOU") with Tunghsu Optoelectronic Technology Ltd. ("Tunghsu Optoelectronic"), covering cooperation between the parties, particularly focused on graphene industrialisation.
Tunghsu Optoelectronic is one of the world's leading suppliers of optoelectronic display materials. It is currently the largest LCD glass substrate manufacturer in China and the fourth largest LCD glass substrate manufacturer in the world. In addition, Tunghsu Optoelectronic is engaged in other areas, including the manufacturing of new energy vehicles, the industrialisation and applications of graphene, as well as high-end equipment manufacturing. It is listed on the Shenzhen Stock Exchange and is part of the wider Tunghsu Group, which has over 200 wholly-owned or controlled subsidiaries, including three listed companies; Tunghsu Optoelectronic, Tunghsu Sky and Tungshu Challenge.
The MOU with Tunghsu Optoelectronic covers the intended areas of cooperation between the parties, which include:

· Jointly developing graphene-related projects including their operation and execution, industrialisation and promotion, leading to sales in China and global markets and exploring more widely products utilising graphene;

· Together with governmental agencies, academic institutions, and other relevant organisations, to set up a "Graphene Industry Research Institute" in China, to fund, accelerate and invest in the productisation and commercialisation of graphene application projects;

· To jointly establish a "Graphene Industry Fund" to promote and support the operation and execution of graphene industrialisation projects;

· To discuss mutual strategic investments for graphene-based projects, the forms of which will be agreed in future discussions. It is envisaged that Tunghsu will provide financial support as well as strategic support and in return Versarien will provide the required intellectual property to enable the industrialisation of graphene-based projects; and

· Focus technical collaboration on projects closely related to both parties' current areas of activity, such as high quality graphene manufacturing, photoelectric display materials, new energy vehicles, energy storage technologies, LED lighting systems, graphene thermal management materials, and flexible batteries.

The MOU is not exclusive and will allow Versarien to enter into further agreements with parties in China.

[bazzerp] 25/1/2019 05:04

Who are Tongshu ? It appears to be a Chinese almanac & an actual place, but cannot find a company listed. Perhaps it is just an auspicious date to be visiting, to do business.

[9degrees] 24/1/2019 23:41

Anley 57459
No doubt you were sinking when you were in floatations.
I you were in flotations then you clearly didn't do many !

[sandbag] 24/1/2019 23:01

"BTW a few funds seem to be appearing having a look and some starting to have a tickle."

sg1,
As I've been following your posts on various BBs for about 8 years or so I accept that you have made many, many, contacts from people in the city to people in the North American helium industry. Therefore when you make a comment like this I believe you. You presumably have contacts who know what the funds are doing. However there are new readers who may not know you or of your integrity. Could you perhaps explain where you found this info and hopefully provide a link where readers can verify your statement. Thanks.

[superg1] 24/1/2019 22:33

I'm sure some just forget the basics.

At GEIc there was a graphene ink heating panel on the desk. Some here say hmmm I don't know hen big orders will come perhaps next year.

My advice is read digest and read and digest again until it sets in.

Axia Interims update

Multi-partner funding application in progress.

Axia original news.

Versarien's Graphinks will be used to incorporate sensors and thermal devices into composite building panels and Versarien's Nanene will be used to develop graphene enhanced materials which will be used in structural composites.

The Axia guy in that news

With Versarien's Graphinks solutions we believe that we can integrate sensors and electric circuits into composite building materials for smart houses and with Nanene ensure rapid heat dissipation in integrated electric vehicle battery tray systems and improve composite building materials.

Its there you just need to read and digest it.

I anticipate there will be major updates/deals on both Aecom and Axia in the near term plus others as we move through 2019.

It seems the afternoon crew heard Tongshu mentioned many times too and it was clear from presentation comments that Tongshu are keen to progress.

[alchemy] 24/1/2019 22:25

Flotations

[ellissj] 24/1/2019 21:12

Found these 3 'aircraft interiors' industry magazines - pdfs. Lots on Trends. Designs. Retrofits. EG; Seats - better design gives bigger passenger space etc. Enjoy :) best ellis

[superg1] 24/1/2019 21:04

Moving on.

Has Tungshu been mentioned.

They got a heavy mention yesterday. A realisation by them that the graphene they have been using is junk and they are keen to crack on with quality from VRS. I think it was adits Tungshu already have 'graphene' enhanced products launched.

So I think Tongshu will go along nicely and could well be significant.

Didn't someone say Roberto mentioned they had tried 50 graphene samples that were no good.

As per WMG what they found that worked is few layer graphene. Other stuff they tried failed in the charge and discharge process. Hence they called the few layer graphene girders.

It's a cycle 100's then 1000's jumped on board chucking out graphite as graphene. 1000's of disappointing test results later by end they now know what they need.

The beginnings of the S curve with the spotlight starting to turn towards VRS.

BTW a few funds seem to be appearing having a look and some starting to have a tickle.