Versarien Share Discussion Threads

[harrysol] 05/2/2019 08:47

In yesterday's podcast, NR says that people seem to have missed that the Chinese have verified nanene.

The RNS:
The Company is pleased to also confirm the quality of its Nanene graphene nano platelets has been satisfactorily tested by the Chinese National Graphene Product Quality Supervision and Inspection Centre (NGSIC) in Wuxi.

You can listen to the podcast at:
hxxps://audioboom.com/posts/7163705-neill-ricketts-chief-executive-officer-of-versarien-discusses-their-chinese-mou-s

I'm happy with the RNS and the podcast.

[superg1] 05/2/2019 08:46

Ellis

Very very interesting re Maxwell and Tesla considering Gnanomat are with them.

The very large company that I think are talking to Gnanomat are also talking super/ultra capacitors as the way forward.

I had heard metal oxides were the key but scaled production been got issue. While hunting for Maxwell bits re your posts I found this from 2016

As the energy storage market is demanding these nanomaterials, it is paramount to produce graphene/metal oxide nanomaterials in a clean and inexpensive industrial process.
Gnanomat will be shortly commercializing graphene/metal oxide materials to cover low demands (around grams) in the following months to move to kg along the next years. In fact, this company will break one of the major market barriers to allow nanotech finally break down into the energy field.

Gnano in other reports is listed as a competitor to Maxwell. Considering Gnano is a small start up I found it odd and exiting that Gnano is a listed competitor.

So I take it the metal oxide tech that Gnano have developed is catching attention.

[superg1] 05/2/2019 08:35

Thanks Bazz, sorted

[bazzerp] 05/2/2019 08:30

IOF Super IOF

[superg1] 05/2/2019 08:08

Got to catch up on posts.

If you asked me where I thought VRS would be in big name serious interest for 1 year back I'd have been way off compared to the actual.

So that 1 year back form now trying to forecast the big name interest for now, the same has happened.

VRS could take on a whole load more of enquiries but they have such material interest and being a genuine business, to generate real growth they have locked onto 5 near term opportunities which each individually are huge and will smash it out of the park.

At the end of the day Aecom for starters have an entire lucrative project and product based on VRS material.

[simonlee40] 05/2/2019 08:06

Nobody cares what you are going to do club you whiney pathetic man.

[nemo19] 05/2/2019 08:05

SGS Berkeley Green UTC

SUPPORTING EMPLOYERS
Our supporters
Versarien
VERSARIEN
www.versarien.com [e-mail]
Versarien, headed by their Chief Executive Officer Neill Ricketts, were the first company to sponsor SGS Berkeley Green UTC.

Versarien were founded in 2010; Versarien utilises proprietary technology to create innovative new engineering solutions that are capable of having a game-changing impact on a broad variety of industry sectors.

Despite being a relatively new company they have gained considerable industry recognition and received a number of high profile awards, including the London 2012 UKTI Start-up Games Overall Winner, 2013 Racecar Engineering Magazine’s Most Innovative Product Award, 2012 MWP Advanced Manufacturing Award for Research and Development and 2012 HP Smart Business Award for Manufacturing Innovation.

In June 2013, Versarien floated on AIM, a market operated by the London Stock Exchange. Following this, the Company acquired leading manufacturer of tungsten carbide products, Total Carbide, thereby expanding its production capabilities to meet growing customer demand.

Versarien and Neill are already taking a very active role in the development of the UTC. Neill is a Trustee and Employer Sponsor and is supporting the development, governance and employer relations of the UTC.

Once open, Versarien will also be involved in supporting the employer projects and providing work experience opportunities.

[lovat scout] 05/2/2019 08:04

Interesting article in today’s Telegraph (paywall) by James Anderson at Baillie Gifford (Scottish Mortgage IT). Article offers his view on why FTSE 100 has gone nowhere in 20 years and why backing companies such as VRS has been and still is the way forward.



Confession - I hold Scottish Mortgage in my SIPP.

[mryl] 05/2/2019 08:00

Let's not get ahead of ourselves Zagros, Gnanomat may or may not become that valuable, nobody "knows" anything.. there is actually still no proof thus far that it has any value. To put things into perspective, Maxwell Tech was founded in 1965 and is I believe bigger than the whole Versarien group.

[nemo19] 05/2/2019 07:55

I guess this is what Neill's referring to:

5 February 2019
The Princess Royal
will visit SGS Berkeley Green University Technical College, Gloucestershire Science and Technology Park, Berkeley, Gloucestershire.

[club sandwich] 05/2/2019 07:53

"Senior Cabinet minister"

Liam Fox, to co-ordinate the landing of a China deal with the UK Leaving on March 29th?

Of course, Ricketts explicitly denied to me on Twitter any connection between Brexit and China - but I'm afraid I don't always believe what he says any more...

If a China deal (ie actually involving large numbers) lands a few days either way of March 29th, you know what I'm going to do, don't you?

[ellissj] 05/2/2019 07:46

A great week ahead neill. Good luck. Grateful holder here, wearing a big smile :))) best ellis

Neill Ricketts @neillricketts

"Only in the background, working hard on emails Stuart , I have a very busy week. Princess tomorrow, Luxembourg Wed, Senior Cabinet minister Thu and the playing rugby Fri and Sat hopefully, still life in the old dog yet."
8:45 pm · 4 Feb 2019

[ellissj] 05/2/2019 07:35

I wonder if the new owners (tesla) might be interested in gnano li-ion solutions too ? In yesterdays poddy, neill said gnano met chinese firms re supercaps and li-ion battery tech ! Aimo. Best ellis

[zagrosfold] 05/2/2019 07:24

Maxwell Technologies, a specialist in ultra capacitors have just been bought by Tesla for $218m. I would say our Gnanomat might eventually be valued similarly or maybe even more so I dare any of the moaners to sell their shares. FOMO keeps them here as they know they're sitting on a gold mine.

[grabster] 05/2/2019 06:58

2019, The Year Of The Pig

In Chinese culture, pigs are the symbol of wealth.


Pigs might not stand out in a crowd. But they are very realistic. Others may be all talk and no action. Pigs are the opposite.

Though not wasteful spenders, they will let themselves enjoy life. They love entertainment and will occasionally treat themselves. They are a bit materialistic, but this is motivation for them to work hard. Being able to hold solid objects in their hands gives them security.

They are energetic and are always enthusiastic, even for boring jobs. If given the chance, they will take positions of power and status.

[grabster] 05/2/2019 06:54

“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,” CEO Neill Ricketts declares ..


I like the inclusion of that word "rapid".
He could have said good progress; or reasonable progress. Either would have sufficed.
Rapid, I like.

[club sandwich] 05/2/2019 06:52

"so far, investors have been willing to give the business the benefit of the doubt"

emphasis on 'so far'.

"Investors are expecting big things here, and there’s a lot of pressure for management to execute successfully in 2019"

we certainly are, and there certainly is.

[mryl] 05/2/2019 06:52

Thanks grabster, sums it up nicely.

[grabster] 05/2/2019 06:47

WHY I THINK I WAS WRONG ABOUT THE VERSARIEN SHARE PRICE
Rupert Hargreaves | Monday, 4th February, 2019

The last time I covered pioneering advanced materials group Versarien (LSE: VRS), I concluded that while the company could be one of the “best ways to invest in the graphene business,” it could be some time before it becomes a sustainable enterprise.

That was back in October of last year. Over the past three months, the company has proven me wrong. In its interim results release for the six months to the end of September, it reported an increase in revenues of 19% to £5.2m and a decrease in losses before interest tax depreciation and amortisation of 16% to just under £0.4m.

Following a fundraising at the end of September, the company ended the first half of its financial year with £6.1m of cash in the bank, which at the current rate of losses (£800k every six months after including the cost of investments) is enough to sustain it for three years according to my conservative calculations.

A make or break year
Even though my figures suggest that the company has enough money to keep the lights on through 2021, this year is set to be a make or break one for the Versarien share price.

I think the key here is China. Over the past four months, management has been in intensive discussions with a number of Chinese Partners and has already secured partnerships with some leading manufacturers across sectors, and formal relationships have been secured with Chinese provincial government bodies.

In other words, the group has put in the foundations for growth in China and now all it has to do is to build on these relationships.

Management is hopeful that 2019 will yield positive results on this front. “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,” CEO Neill Ricketts declares in a trading update published earlier today.

Growth expectations
These are not the only collaboration efforts the company has been pursuing over the past 12 months. As my colleague Paul Summers recently noted, the group signed no fewer than nine collaboration agreements during the six months to the end of September, including formalising plans to build a manufacturing centre with a Chinese partner in Shandong Province.

As Paul goes on to note in his article, Versarien is “very much about the future,” and so far, investors have been willing to give the business the benefit of the doubt thanks to the progress it has made signing deals around the world. However, the company’s market capitalisation of just over £200m does not leave much room for error. Investors are expecting big things here, and there’s a lot of pressure for management to execute successfully in 2019.

If 2019 is another successful year for the group, then I can see the shares heading much higher from current levels. On the other hand, if momentum stalls, the Versarian share price could stagnate or even fall.

Considering what it achieved in 2018, I’m confident that it can replicate the success in 2019 and that’s why I think I was wrong about the firm’s share price.

[club sandwich] 05/2/2019 06:34

Pity Ricketts hasn't delivered on his promise to get a deal across the line and bring in significant revenues. "The next news has to be an order" - remember that? When was that - September?

ho hum - we can't always get what we want, can we?

[p@] 04/2/2019 23:56

Club Sandwich - 17 Jan 2019 - 21:47:56 - 56824 of 58363 VRS The world lead in real Graphene (Nanene) - VRS
I'm going to take a break from this BB - I've had enough of arguing with delusional sycophants (of NR and Graham W).

See you all at the end of March...




Pity you can't keep a promise.........LOL

[campbed] 04/2/2019 23:54

I attended the GEIC investor day afternoon and subsequent pub sessions on 23 Jan and came away feeling assured by what I heard.

I think the recent upgrade to Canacorde Genuity as nomad/broker and
today’s RNS on China (really several positive and important news items within one RNS including satisfying the China graphene national standards agency and entering into a MoU with another large customer) are tremendous.

I can’t see what’s not to like about VRS reward/risk ratio at a current market capitalisation of £200m with their strategy of being capex and R&Dexp light. I’ve learned over the last 15 years of investing in small cap growth shares on AiM that taking a view on that ratio is fundamental to investment success.