Versarien Share Discussion Threads

[superg1] 29/1/2019 09:33

Pretty spectacular isn't it.

I've never known and AIM company with 1/100th of that activity with so many majors and companies.

Yet the market the city and some really ignorant major investors are in the "Pah, graphene will never take off mode"

Well, more fool them.

Hey ho Aecom are only one of the most admired companies on the planet year in year out. Bloody idiots are interested in that hype graphene.

A gold miner picking out iron pyrites is a not a peer to a gold miner with potentially an unlimited resource of 24 carat gold.

[ellissj] 29/1/2019 09:28

Good luck roger. Best ellis

[rogerbridge] 29/1/2019 09:23

Topped up the wife’s ISA earlier and a couple of thousand top up for me.

[woodpeckers] 29/1/2019 09:23

Zag, 😂😂😂, funny, my hubby noticed that too...

[ellissj] 29/1/2019 09:22

Indeed superg, v exciting that last point. I imagine 1 of the 5 being targetted for early orders ! Best ellis

[superg1] 29/1/2019 09:18

Besides the extra bit for Aecom they also added an update for the time period since the YE update

Global Chemical Major – Testing agreed for film application with Inks. Testing to be done at WMG.

So the global major is testing films enhanced with graphene ink with the Warwick manufacturing group.

Of course you will all know without fail if you read the news that VRS added a member of staff based at WMG for polymers.

[zagrosfold] 29/1/2019 09:17

I did. I was particularly intrigued by the possibilities of graphene enhanced lingerie. Knickers that light up? Charge your phone? Tingle in all the right places?

[superg1] 29/1/2019 09:15

On another point. I suspect a decent number of 'investors' here haven't even bothered to put the effort in to read the presentations. There is a lot of info in them as demonstrated in the previous post.

[superg1] 29/1/2019 09:14

Next up. So what are those involved testing or looking at.

Household FMCG – Films, Barriers, Bottles, Flexible Packaging, Smart Packaging, Cans
Sports/Lifestyle Equipment- Football, Cycling, Wetsuits, Protective Eyewear, Luggage, Audio. Footwear –Outdoor/Trail Shoes, Football Boots, Training Shoes. Specialist Engineering & Construction – Polymer Structures, Composite Parts. Smart Buildings, Concrete, Protective coatings. Electronics- Printed Circuits, Protective Films, Office Equipment. Textiles- Sportswear, Industrial, Shoes, Lingerie, Fashion, Smart textiles.
Oil and Gas – Component parts, protective coatings, drilling equipment, Sub-Sea Insulation. Energy- Supercaps, Batteries, Charging, Turbines. Medical – Digital Dressings, Sensors, Surgical equipment. Automotive- Engine parts, Tyres, Interior plastics, fabrics & leathers, batteries, coatings. Mobile Communications- Electronics, Accessories. Chemical- Polymer Blends. Lighting- Component parts. Aerospace- Interior plastics, Engine Parts & Sensors. Securities – Bank Notes, Passports.

That is not the comprehensive list just the main market and sectors. So I anticipate news every day because they are working with so many in a huge range of products but I don't expect news every day or any day soon.

My point is it can drop anytime and some news could be huge. I can't forecast when it could be but I know it could be tomorrow simply down to the vast number engaged.

[superg1] 29/1/2019 09:05

Bootie

I expect news every day but don't expect news.

Why would I do that?

Quite simple really. A typical Aim company can have a binary bet in play or just a few options in play. The timelines for those are pretty easy to follow especially with oil drilling. In the case of bio companies they results of trails are forecast for which date.

20 formal collaborations.

47 currently under NDA IE negotiations, viability of the plan, costs matrix etc.

20 of those are global majors.

Some proved without collaboration and move to testing. EG the tyre company news.

But then just saying 47 isn't 47 companies it's more than that as in the presentation. EG Some engagements involve multiple partners.

The above excludes China and Korea. China will be 35 plus engagements by now. There has been a buzz about the big interest form Korea for some time. It's said the VRS Korea lady is doing brilliantly with introductions.

Aecom we know they are on the cusp IOS tests being down. The victual testing for performance was done some time back.

Axia Multi partner funding application in process (as in VRS news).

Other bits in that news showing some are testing at an advanced point.

cont next post.

[spid81] 29/1/2019 08:59

Good Morning SuperG1,

I thought Warwick Grigor's FEC weekly commentary about Regulatory approval to sell graphene is very fitting,

I know a few around here don't believe you need it,
Versarien and all companies need this approval to sell graphene in all Countries, Including China (Neill has even tweeted about the Chinese REACH)

In Europe there are only 4 companies that are approved to sell more than 1t of Graphene, these are Applied Graphene Materials UK Ltd, NanoXplore Inc and Sixth Element (Changzhou.



The Following is from WG FEC weekly commentary



You need regulatory approvals to sell graphene

There is one important step that has been overlooked by
almost everyone in the graphene business, particularly in
Australia. That is the need for regional, regulatory approval
before a new substance such as graphene can be sold.

While some may consider this additional red tape,
responsible material suppliers such as First Graphene
acknowledge this as an important step in the safe
commercialisation of new substances.

First Graphene is aware of the need for NICNAS
registration in Australia, and its application for registration
has been lodged. This is the reason why the prospective
sale of PureGRAPH to newGen has been reported as a
purchase order as opposed to a sale.

But what about other graphene companies in Australia
selling, or purporting to sell graphene products? If they
think they can get away with this by selling it under graphite
specification they are mistaken - unless of course they are
selling micro-graphite and just calling it graphene (it has
been known to happen).

During the week FGR announced that it has joined the
Graphene REACH Registration Consortium in Europe,
enabling it to sell up to 10 tpa of graphene products in the
European Union. This is an important procedural step that
will assist in similar registration processes elsewhere, such
as NICNAS in Australia. European sales greater than 10
tpa will require additional filings, and these are currently in
progress. It is all part of the normal commercialisation of a
You need regulatory approvals to sell graphene
There is one important step that has been overlooked by
almost everyone in the graphene business, particularly in
Australia. That is the need for regional, regulatory approval
before a new substance such as graphene can be sold.
While some may consider this additional red tape,
responsible material suppliers such as First Graphene
acknowledge this as an important step in the safe
commercialisation of new substances.
First Graphene is aware of the need for NICNAS
registration in Australia, and its application for registration
has been lodged. This is the reason why the prospective
sale of PureGRAPH to newGen has been reported as a
purchase order as opposed to a sale.
But what about other graphene companies in Australia
selling, or purporting to sell graphene products? If they
think they can get away with this by selling it under graphite
specification they are mistaken - unless of course they are
selling micro-graphite and just calling it graphene (it has
been known to happen).

During the week FGR announced that it has joined the
Graphene REACH Registration Consortium in Europe,
enabling it to sell up to 10 tpa of graphene products in the
European Union. This is an important procedural step that
will assist in similar registration processes elsewhere, such
as NICNAS in Australia. European sales greater than 10
tpa will require additional filings, and these are currently in
progress. It is all part of the normal commercialisation of a

[woodpeckers] 29/1/2019 08:56

SoldierBoy - at the GEIC they had a drinking cup with a graphene filter in it that you simply put the water in and pull a handle at the bottom which then left you with drinkable water.

Fest, please close your eyes.... Neill on twitter talking about RNSs "Internally loosely we try to target one per month, stretch is 2..." Well we haven't had one yet this month.....

[ellissj] 29/1/2019 08:25

Indeed zgold. And little under a year ago the below conference took place on pm's china trade trip. No wonder chinese firms interest in vrs mushroomed afterwards ! Game changed massively after that trip. Aimo. Best ellis


02 February 2018

'University takes centre stage with Prime Minister and Chinese business leaders.'

"Today at the UK China Business Forum in Shanghai, President and Vice-Chancellor, Professor Dame Nancy Rothwell and Nobel Laureate, Professor Sir Kostya Novoselov of The University of Manchester addressed a group of specially selected business leaders.

Dame Nancy and Sir Kostya shared the stage with two of China’s highest-profile business people – Jack Ma, founder and executive chairman of Alibaba Group and Li Shufu, chairman of Zhejiang Geely Holding Group Co Ltd and Volvo Cars, as well as Theresa May and Liam Fox.

Speaking at the event, the Prime Minister said: “I’m proud to have brought many inspirational women in my business delegation.

“Women like Nancy Rothwell, who spoke to you earlier and whose university, Manchester, has excellent links with Wuhan, the first stop on my visit, as well as across China.”

Dame Nancy and Sir Kostya were chosen as part of the current delegation in recognition of Manchester’s position as a global leader in research and innovation for example in the development of advanced materials, such as graphene, in business studies and in health innovation. It also recognises the longstanding role that Manchester and its university play in UK-China relations.

There are more than 4,800 Chinese students studying in Manchester and the University has had a centre in Shanghai since 2008 with more than 1,000 Global MBA students studying in China since it opened.

This relationship was cemented when President Xi visited The University of Manchester and its National Graphene Institute in 2015, where he met Dame Nancy, Sir Andre Geim and Sir Kostya and saw some of the latest developments and applications for the 2D material graphene.

During the current trip Dame Nancy has visited Manchester’s twin city, Wuhan, alongside the Prime Minister and attended the new UK CEO Council in Beijing which took place in the Great Hall of the People. Dame Nancy is a member of the Council alongside about 20 other UK and 20 Chinese CEOs of major businesses.

This marks a new stage in the Manchester’s relationship with China and follows the recent establishment of the University’s Manchester-China Institute, which was supported by a £5m donation from businessman, philanthropist and honorary graduate, Dr Lee Kai Hung.

The Institute is tasked with improving mutual understanding in UK-China relations, and the donation will also establish a new Chinese culture gallery at the Manchester Museum..."

[bootie64] 29/1/2019 08:22

Did anyone that attended the ID at GEIC last week really expect news within a week?

[superg1] 29/1/2019 08:05

Mad isn't it that a huge company like Tunghsu treat VRS like VIPs. A recognition of a great team with great product.

There was a buzz around Tunghsu so for me that company is going to act quickly.

[zagrosfold] 29/1/2019 08:01

Yes ellis. Impressive that the only expert from Britain at that meeting is the graphene expert Konstantin Novosolev. Looks like a very important meeting with the premier and Konstantin is sat next to the premier. Maybe highlighting graphene's importance to China. This fevered speculation really makes my head explode.

[diplomat65] 29/1/2019 07:52

This timely US action against Huawei will show the Chinese what might happen if they fail to protect VRS IPhtTps://www.google.co.uk/amp/s/www.cnet.com/google-amp/news/us-hammers-huawei-with-indictments-for-stolen-trade-secrets-fraud/

[nellyb] 29/1/2019 07:50

bbc breakfast covered that story about 10 days ago.

[ellissj] 29/1/2019 07:18

This neill tweet interesting re IP in china. Best ellis

'China confident, capable of keeping economic growth within appropriate range in 2019: Xinhua, January 26, 2019'

"....China welcomes the entry of all competitive commodities and technology in the world, and we will strictly protect intellectual property rights and speed up the market transformation of innovation results," the premier said...."

[festario] 29/1/2019 07:03

Nowt, as predicted

[dafad] 29/1/2019 06:53

and Neill's heading back into London today

[grabster] 29/1/2019 06:50

@neillricketts
11m11 minutes ago

Btw This was a direct answer to a direct question at c18.30 , nothing to do with the market being shut or any other theory out there.


(re the Tunghsu visit detail)