Versarien Share Discussion Threads

[johnveals] 27/1/2019 19:38

I think we will need the Dirac equation, the Schrodinger equation is just not going to cut it.

[woodpeckers] 27/1/2019 19:30

My take from Neill's comments at the 1pm meeting, though really just reiterating what I thought anyway , is that when when get going, we will really get going... if that makes sense...

Which is why I intend to have all my bags on board ready for the party....

[johnveals] 27/1/2019 19:26

Superg - absolutely.

I fully realise that Polygrene can be transported worldwide from Cheltenham but that is only the first step to world domination, it is the franchise jv model rolled out globally that will produce exponential growth funded by end users that will send this company stratospheric, and help to protect our IP.

[superg1] 27/1/2019 19:12

Lipeng Wang, Chairman and CEO of Tunghsu Optoelectronic, commented: "Versarien is a leading company and operator in the graphene field in the UK. China has a huge market potential for graphene industrialisation and commercialisation. As the leading enterprise in the graphene field in China, we are very pleased to work with Versarien to promote valuable collaboration and innovation, and ultimately achieve mutual sucess."

[superg1] 27/1/2019 19:10

We were buzzing about Aecom many months ago and now it seems something is on the menu near term.

Axia a few of us are thinking something major is in play with them too. I suppose the multi-partner funding application as in news is a clue.

Fresh out of the stables are the reportedly fast moving Tunghsu. They have certainly been adding graphene to product already but it was reported that its not of a good standard and they want to have quality enhancing graphene in products. There is now a buzz around Tunghsu.

VRS don't get excited for the fun of it. If they are excited it's for a very good reason. The good news is the wombats of the investment world think excitement = yep just the same as every other AIM BS company. Hey ho, we'll see :-)

Make the effort and the difference can be easily spotted.

[superg1] 27/1/2019 19:02

Oh..... and now, not 5 years time. Step 1 sounds like it's on the cusp.

[superg1] 27/1/2019 19:02

So if VRS or the market wants a stamp of approval of VRS then what better than Aecom who are noted year in year out as one of the most admired companies in the world. They are a highly regarded company and whatever they do will known to be quality with extensive tests.

So at some point a HTF are Versarien will hit and the google searched will rise rapidly. Because if VRS are small and Aecom are doing something big with them, people will want to look.

Part 1 seems to be one product but that one product using the polygrene has 100's of other uses in the Aecom network. It can't be that this first step isn't the only Aecom recognised problem worldwide.

Why does the graphene enhanced base product get a mention in Middle East Property & Construction Handbook 2018/19? The project has nothing to do with the Middle East. However those countries are looking for innovation and smart cities.

Aecom could prove to be huge for VRS.

[superg1] 27/1/2019 18:53

Johnveals

Re

We need that first plant, somewhere other than Cheltenham, producing graphene in volume to feed the needs of a global company. Hopefully that will be AECOM, or someone else, and soon, then the floodgates could open.

In particular production other than in Cheltenham. Perhaps the graphene doesn't travel well may be in your thought process. Graphene enhanced polymer enhanced pellets do travel well. EG I understand (from the GEIC day) that the polygrene as per the first order was produced by AAC.

So with that thought you can have kit at AAC to produce graphene or the polymer kit at Cheltenham, or both.

On the value point, we know Aecom news is near it's in news. In the RNS it says it will be announced by the companies, IE Aecom will also announce it. At Geic they said watch out for any Aecom announcements around the already supplier polygene.

We said way back Aecom don't do small. While I didn't think it would be small I could have only dreamt that Aceom think it's so big that they will also announce it.

So my thought process is, on the scale it seems to be, every question about valuation gets booted out of the window near term. Then we move onto the other 4/5 with an in sight finish line then the other many others in play ignoring the 30 plus in China and Korean interest.

[woodpeckers] 27/1/2019 18:20

John, my point entirely, it is all about the amount of effort we are prepared to put in to our investments.

Some people just want straight dividends, nice safe option. Others, like my friend are prepared to do a bit of research... look at company accounts, broker notes etc... then the rest of us are prepared to put time in to really do research...I truly think that our research will reap rewards...

Real rewards are gained by seeing past what the market values a company at, that is exactly why we are in the sweet spot with this company... as Neill said at the GEIC, we could post profits but who wants to be valued on basic metrics by brokers when you are running a company like this... best keep it to ourselves...

Haven't read that book but will certainly look at it, thanks.

[brooky] 27/1/2019 18:12

Anyone know if Chris has arrived in China yet?

[chumbo1] 27/1/2019 17:48

Normally we only realise when we are lucky in hindsight

[woodpeckers] 27/1/2019 17:31

John, this is a very strange one for me and all comes down to how you value a company.

Try using the normal metrics and you probably wouldn't invest... (hence Neill's comments at the GEIC).... I have a friend, a very valued, very 'intelligent' friend,who invests in the stock market, who currently says to me (when I get over animated over dinner and a glass of wine too many!) that 'yes it all sounds like it could be the next best thing and i could chuck a few thousand at it for fun but at this stage i'm not prepared to invest heavily because the numbers just don't stack up..'

I try talking him through it but at the end of the day it comes back to the fact that you kinda have to have put the time in here to know, really know, what we are invested in.

Those of us that have put that time in I think see the value of the product, appreciate the graft and savvy of the management and actually think anyone who can't appreciate that are crazy.

I'm not saying that I wouldn't like to be that investor who can spot any 'overrun,sell, buy back cheaper person', but frankly I'm not sure they really exist, hindsight is wonderful....

I certainly don't think I'm crazy, I think I am very lucky, once in a lifetime lucky.

[festario] 27/1/2019 15:53

Is it open yet?

[johnveals] 27/1/2019 13:05

You’re crazy.

My take on this is that the share price ran ahead of itself and was consequently very vulnerable to a short attack which duly occured along with general market malaise. With hindsight this is all very clear to me and was obvious at the time to those with greater experience.

However once we have some solid sales, and active jv’s we can build on, then yes I believe we will regain, and easily surpass, the 180’s.

[parsons4] 27/1/2019 13:00

bootie64 good to meet you also, a great day. Yes I do think we are in safe hands here.

[graphite bot] 27/1/2019 12:32

Call me crazy but when you think back to when share price was in the 180s.and when you take into consideration the news we have had since including 4 MOUS. If sentiment had not changed Sp could easily have reached 350 already. Orders will come and sentiment will come back . My family’s savings are in the best place

[hoverflyman] 27/1/2019 10:46

Gnanomat: just for the record to correct my reference to the competition and graphene oxide, the slideshow relayed by SG from the investor day only alludes to work on electrodes, not electrolytes which is Zap&Go’s area of expertise:

“Zap&Go is developing solid state systems for electrochemical energy storage.

To date some of the barriers to widespread adoption of these systems have included:

(a) prohibitively high cost,
(b) volume change in electrodes,
(c) insufficient ionic conductivity of solid electrolytes at lower temperatures (20oC to -40oC),
(d) charge transfer resistance at electrode/electrolyte interface
(e) stability issues on cycling.

To overcome these challenges, Zap&Go is now focussing their research efforts in developing gel and all-solid state C-Ion cells. C-Ion have all of the advantages of EDLC’s, but are designed to operate at higher voltages through the use of their technologically advanced electrolytes. These electrolytes can operate in the 4.0V to 6.0V range, which has the potential to improve the energy density of the C-Ion cells.

Specifically, Zap&Go is creating polymer-inorganic composite electrolytes in the form of membranes.”

[maisto] 27/1/2019 09:44

Very true Fest. I guess for the sake of argument, it is being taken for granted that for the market cap to reach those highs, there needs to be some serious revenue flow in the books, with a decent profit margin. Having said that, it is quite possible that VRS might trade at a very high P/E ratio especially if/when a few big orders come in due to the massive potential that beckons. Which could mean the cash flow might not be truly reflective of the market cap. At that point, when the share price is much higher than where it is today, I wouldn't be surprised if we have another Gnanomat style fund raise/acquisition with minimal dilution. That would be a case of benefiting/taking advantage of/making money off (or whatever you would call it) the market cap.

[bisho4] 27/1/2019 01:11

Maisto, thank you for your time and insight.

"It’s a true privilege to be a part of this community on our epic and unique journey."

I couldn't agree more :)

[haz101] 26/1/2019 21:58

Thanks for your post Maisto very informative and relevant

[chumbo1] 26/1/2019 20:05

Interwoven, yes. I sat in a large road design meeting the other day at an Aecom office. Hosted and chaired by a road authority (county council) project manager. It almost felt like I was in a council satellite office.

[ellissj] 26/1/2019 19:43

Great research ppl. Shows the opportunity for vrs here, especially if +nanene construction methods disrupts products in terms of not only material improvement, but better manufacturing efficiencies and cheaper installation costs. Here's hoping. Aimo. Best ellis

[festario] 26/1/2019 19:39

Just one quick point though Maisto, and all...It won't be a 1bn market cap that allows VRS to recruit any employees, it will be cash flow that does that.Orders create cash flow, cash flow creates investment, investment creates more cash flow.The market capitalisation is a mercurial number, which will occur as a result of those things, it cannot cause them to happen. They must come first.