Versarien Share Discussion Threads

[ellissj] 28/1/2019 09:13

Thx info mikeB. A market leading materials supplier will see the company and holders do very well i imagine. Battery manufacturers hold the whip hand, even VW decided against producing it's own, per below article. Aimo. Best ellis

"...The supply of automotive grade batteries is currently extremely limited and it can be difficult for automakers, especially startups, to secure supply with manufacturers.

It’s why many are considering building their own batteries.

Volkswagen considered it too, but the company finally decided against it. Instead, they are signing those long-term contracts with manufacturers to encourage them to invest in their own production capacity in order to grow with Volkswagen electric vehicle production capacity.

While those contracts are binding at some levels, they likely include clauses based on the progression of battery technologies and cost over the next decade – something that is expected to improve dramatically.

The German automaker didn’t disclose any specific battery manufacturers for its contracts, but the usual suspects would be LG Chem, Samsung SDI, Panasonic, CATL, etc..."

[woodpeckers] 28/1/2019 09:08

Just taking a further look at Scaled's website. I see that one of the applications they are focussing on is seating ...

SEATING
Combining materials can give products enhanced characteristics, and can be achieved through assembly, or dual print, the ability to print direct on a specific material. Due to the ability to now manufacture components over 1 metre in size these can have a significant structural impact. This seating work combines large scale 3D printing with carbon fibre tubes.

I wonder if Neill has considered a Gnanomat type acquisition of Scaled? They would fit well into our portfolio and take us further up the value chain...

[johnveals] 28/1/2019 09:06

Ellissj, to answer your specific question, I don’t know, but what I do know is there was a coordinated attack via Twitter and here to drive down the share price

[ellissj] 28/1/2019 08:44

Thx that info superg :) i thought some came on that friday before the monday fall from 180p per rns ? 2 ways of looking at it. bad/unfortunate timing for short term share price - just as general market wobbled. But good/fortunate timing to get the placing away - might be difficult now. Overall, hopefully a savvy tie up between vrs/gnano that will create excellent shareholder value. Aimo. Atb ellis

'Dealings in the New Ordinary Shares are expected to commence on AIM on 5 October 2018.'

[compoundup] 28/1/2019 08:38

Acknowledged Mike. Thanks for correcting me. Roberto is so softly spoken that I struggled to catch everything he was saying."Materials" rather than just "electrodes" just goes to make the opportunity more convincing.

[smythe2] 28/1/2019 08:33

Car giant VW announce massive investment in car batteries and charging stations

[superg1] 28/1/2019 08:25

Ellis

Talking of SBs the IG positions or all small players in the main generally £10 to £50 pp IE 1000 to 5000 shares.

We'll come back to that topic but now is not the time. 'Things' go on and those things need dealing with :-)

Talking of crooks while I'm on the topic. I've been tracking the FRR thread which has had some really offensive sick morons on there.

Tom Kempster, Kev Taylor and co were all short it seems and hoped it would go into liquidation. However it has gone private which is a different matter and locks everyone in no doubt sending an overall outcome. The upset of that is they are locked in. There has been some sounding off from the that side of the fence but in general it has caused many on that side to go very quiet. :-)

Funny how it's Kev, Shak, Tim and co, same old same old,. I see one says he has reported Kev to the FCA re his posts and his position as a financial professional. Why they put their qualifications jobs and wealth as such an easy target then mock others just shows how stupid they are.

[superg1] 28/1/2019 08:17

Ellis

No Gnano shares came to the market there is a lock in period of 12 months as I recall.

The MMs were knocking down the price of all shares and will just flip those at the price in play. In the relevant dodgy market period in the months running up to xmas over 4 mill shares I believe came from non PI sources aka a supply.

Ignoring big news events any rise goes through a consolidation period of churn including those trading.

[mikebrenner] 28/1/2019 08:05

Key learnings for me were a) end product companies wanting materials not electrodes from Gnanomat (good IMo as less capex and faster to market) b) goal is to get EU / GOV funding in consortia for new applications where end product owner part of the consortia to guarantee route to market scale up c) Gnanomat tested lots of graphenes - key learning is that lots were graphite but more importantly nearly all could not produce the same consistent quality from batch to batch. d) doing major test and learn across VRS graphinks and Nanene different graphene types to build up library of data points on different performance benefits they can enable to accelerate partner application discussions (what is happening on core Nanene and graphinks biz) e) Focus is all about getting a real product working in market with their technology working as that will drove market for wider applications ... all in all exciting times and v pleased with progress

[ellissj] 28/1/2019 08:04

JV, did vrs get actually shorted ? Or was it chancers with spreadbets ? From 180p highs, a wodge of gnano placing shares came onto the market, just as the general markets worldwide wobbled. It was these that were probably shorted bt larhe hedge funds, betting on a bear market - Down nearly 20% from highs to xmas eve lows - leading to extreme market volatility and irrational'fear'. Sentiment slowly improving since xmas. Long may that continue. Aimo. Dyor. Best ellis

[mikebrenner] 28/1/2019 07:58

Polygrene is made in house at AAC ... luxus provide the plastic.

[woodpeckers] 28/1/2019 07:58

I'm 99% sure Neill stated that in the 1pm session grabster.

[ellissj] 28/1/2019 07:55

Shavers, here's that clare gray vid. Best ellis

'Prof. Clare Gray. Structure and Dynamics in Batteries, Supercapacitors and Fuel Cell Materials. Application of New Experimental and Theoretical Approaches to Study Function.'

[grabster] 28/1/2019 07:52

".. I understand (from the GEIC day) that the polygrene as per the first order was produced by AAC..."

(superg1, post 57576)

I hadn't heard that in anyone else's feedback from the day. Is that a guess based on clues and hints given? Or based on summat more than that? As someone with Banbury connections I am interested in knowing and would be delighted if Aac Cyroma is indeed involved in producing polygrene for supply to others (and whether they already employ it in products they make). I would not have been surprised to hear that Aac Cyroma is the company responsible for the initial batches of Polygrene - but I had kinda presumed it was more likely Luxus and that Aac might be a user of it rather than supplier of it.

Can any other GEIC attendees add anything on this please?

[rogerbridge] 28/1/2019 07:47

Very interesting Shavian. It certainly is the place to be at the moment.

[compoundup] 28/1/2019 07:44

Shavian - Hope the Alpine weather is being good to you.I noticed in Roberto's presentation at the GEIC that the Skeletontech logo was missing, whereas it was present before on a pre-VRS presentation on the Gnanomat website. I chose not to ask him the question at the GEIC because such specifics would probably have been met with "no comment". Time was short and the other Q&As were more pertinent.The take-away nugget about Gnanomat for me was that the performance enhancement of electrodes that they have demonstrated is such that they stand to become the go-to supplier for all the likes of ZapGo, Skeletontech, etc.

[pshevlin] 28/1/2019 07:38

Shavian, thanks. See PM reply.

[ellissj] 28/1/2019 07:32

Good watch shavers. Shows the opportunity supercaps have. The renewable energy storage option looked very interesting. Skeleton has been discussed on here before. They use 3D 'graphene-based' materials - likely reduced graphene oxide. It's the 'curved edges' of same that likely increases the surface area. Clare gray vid of a UoC lecture described all this. I presume 2D +nanene de facto provides a larger surface area than a 3D product. Which logically, is borne out given roberto's 'we tested 50 graphene products before settling on +nanene!' Good luck to skeleton. Looking fwd to vrs/gnano delivering a 'leading edge'product. Aimo. Dyor. Best ellis

"SkelCap ultracapacitor cells use patented graphene-based materials and outperform the competition in both energy density and power density.."

[shavian] 28/1/2019 06:54

Pshevlin. See PM

[shavian] 28/1/2019 06:30

Don’t know if this has been posted before, but I think it’s worth watching again to see what else is going on in the world of supercapacitors.

Robert Llewellyn of Fully Charged fame lifts the lid on Skeleton Technologies in Estonia. As Gnano are in broadly the same business, this is food for thought:

[diversification] 27/1/2019 20:57

This really puts into perspective how big Tunghsu is:

hxxp://www.chinadaily.com.cn/cndy/2017-05/18/content_29392526.htm

And we might just be the key that opens the door to a company that already has its fingers in so many pies.

True value will be realised in the not to distant future with this MOU alone.

Mind blowing.

[alchemy] 27/1/2019 20:01

Which of four spin states would you like our nanene ? Lol