Versarien Share Discussion Threads

[pshevlin] 04/2/2019 08:49

Not game changing yet MJ10 but at the very least another graphene loaded concrete block under the share price I'm happy if we continue with the sedate pace of the last few weeks. Much less attractive to the scum and parasites that like the spikes and troughs.

[hattie1] 04/2/2019 08:45

Our CEO recording podcast at 09.30.,,

[lovat scout] 04/2/2019 08:42

A good RNS for me (not a RNS Reach for the pedants!) as it is another step in progressing business plan and derisking VRS as an investment.

Agree with Shavian - I suspect what isn’t (allowed to be?) said is probably really interesting.

With plenty of cash in the bank reassuring to see management pursuing the right deals rather than first ones they come across.

Timing of RNS gives new NOMAD a story to tell to investors about its new client in an otherwise rudderless market.

SG - agreed re gearing. In most cases it’s giving a fix to addicts. Sad really.

[kemorkid] 04/2/2019 08:41

Wonder will NR do Vox markets today ??

[rogerbridge] 04/2/2019 08:37

Spot on SG.

[ellissj] 04/2/2019 08:34

Great find superg. Which ties in with chinese need to replace polluting coal. Which was the driver in chinese becoming world leaders in solar. Solar energy mentioned in rns today too - great scope there. Aimo. Best ellis

'China's renewable energy surges after state backing

Reliance on coal remains huge but is set to decline.'

ERI SUGIURA and AKANE OKUTSU, Nikkei staff writers
NOVEMBER 21, 2018

"TOKYO -- China's remarkable four-decade long economic expansion has been fueled in large part by coal. By 2016, the country was responsible for nearly half of the world's total coal consumption, mainly to fire its power plants. But choking air pollution, along with China's commitments under the Paris Agreement on global warming, are pushing the country down a greener path.

China produced 3.2 billion tons of coal in 2016, or 44% of the world's total, according to the International Energy Agency, and it was also the top importer of coal. In 2016, coal plant capacity in China reached 942 gigawatts, up 42 GW from the previous year, according to China Electricity Council. The upshot: China accounted for 30% of the world's carbon dioxide emissions in 2016.

But Beijing had already recognized the dangers of runaway coal consumption. In 2013 the government released the air pollution action plan, which led to a campaign to replace coal with natural gas. In December 2016, the National Development and Reform Commission established targets for renewable energy, including increasing the share of non-fossil fuel energy as a share of total primary energy consumption from 12% in 2015 to 20% by 2030.

At the same time, manufacturing and development of renewable energy-related tech flourished thanks to generous state backing, and China is now a leader in this area. According to the IEA, Chinese companies boast about 60% of the world's annual solar cell manufacturing capacity.

Thanks to these measures, China now leads the world in growth of renewable energy, with over 600 GW of renewable generation capacity. China accounted for nearly half of all new global capacity in 2017, according to the International Renewable Energy Agency. Heavy investment over the last decade has helped its wind power capacity surpass 160 GW, 50 times that of Japan.

According to the IEA, China will account for over 40% of global renewable capacity expansion from 2018 to 2023. Wood Mackenzie estimates that renewables will account for nearly 20% of China's power output in 2035, while coal will drop to less than 50%...."

[ny boy] 04/2/2019 08:33

Neills powerful magnet is in full force, reign in those pesky excitable bulls, back to 130p with you, know your place!

At least (STX) is moving higher, more chance of that hitting 150p than here and it’s only 50p!

[mj10] 04/2/2019 08:33

sorry but if this was a game changing rns the share price would not react in this way,but yes it is progress

[spid81] 04/2/2019 08:31

Phases such as "replacing carbon black" in some products are very encouraging imo :) best ellis

Hi Ellissj,

I thought that too when I read the Grapheneinfo.com comments on another another company, until I realised the price per T,

"In September 2016, Goldman Sachs Global Investment Research published a report on Advanced Materials (Profiles in Innovation). Goldman Sachs analysed the possibility of using graphene instead of carbon black to reinforce tires. They estimated that for tires requiring 25 weight% loading of carbon black, graphene at 1.5 weight% would provide the same or better performance. Based upon this graphene loading and assuming a carbon black price US$1.50/kg, Goldman Sachs calculated that graphene would be competitive at a cost of US$25/kg."

"The most basic and inexpensive carbon black sells for between $US 1-2/kg and is typically used at around 30 weight % loading, although loadings in some products such as rubber can exceed 50 weight%. Specialty varieties of carbon back can cost up to $50/kg or more, and high conductivity versions cost around $25/kg. For the same benefit in the final product, graphene loadings of 1-5 weight% would be typical. Therefore, graphene selling at US$10/kg would be competitive with even the most basic and inexpensive carbon black."

[bootie64] 04/2/2019 08:30

Spot on SG1,

Great news that Chris Leigh is happy with the negotiations last week. If he is happy then I am too!

I expect a few traders will sell out today and then a slow build up during the week as this news sinks in more

[superg1] 04/2/2019 08:28

re the heating panels this is what I picked up on re Tunghsu

taking the waterborne graphene conductive ink technology as the core, has developed the graphene electric heater, graphene heating floor and other products, and the company signed the "Strategic cooperation agreement" with Shanxi Nengtuo and Shanxi Jianbang Group to cooperate on the rural project of adopting graphene electric heating replacing the burning and heating of bulk coal in Shanxi Province.

So Tunghsu are in the game of developing water based graphed ink heating panels.

So Tunghsu no doubt are seriously interested in the Cambridge graphene water based graphene inks for that which can be easily scaled for mass production at attractive costs.

[superg1] 04/2/2019 08:22

Some lines that stood out for me.

'A licence over the Company's technology will be granted to each joint venture in conjunction with strategic investment by the partner.'

So that sound like decent cash or investment to secure VRS assistance. I take that to be connected to-:

'The Company is pleased to confirm that it has achieved positive progress in negotiating more specific terms with its various Chinese partners'

So I take it a wheat from the chaff process or just stating how it's going to be if you want in.


'The development and manufacture of new generation graphene heaters using graphene inks'.

We have already locked onto the heating panel bit. There was a small version at GEIC and I did discuss that with Stephen Hodge at length. If you understand the complexities of underfloor heating then such panels are a massive breakthrough.

'we are now at the stage where we have defined work programmes with a number of the partners.'

'we are confident that we can make rapid progress this year with the commercialisation of graphene enhanced products both in China and globally with our partners."

[ellissj] 04/2/2019 08:22

Agreed superg, gnano involvement very exciting. Chinese supercap ambition highlighted in my idtech report posted yesterday. This confirms it, but also will turn heads in intl supercap industry. Plus also li-ion batteries involvement. Lots of promise here. Aimo. Best ellis

"The incorporation of the Company's subsidiary, Gnanomat S.L.'s, proprietary nanomaterials into supercapacitors and lithium-ion batteries."

[pshevlin] 04/2/2019 08:22

The usual impatient traders getting out on any news.The early birds tend to gain but as the price goes down the rest start giving their shares away and at some point the price turns. Seen it all before and been caught out myself in the past.