Versarien Share Discussion Threads

[pshevlin] 21/2/2019 10:35

Different than IQE because they had about 9% Insti stock on loan and short whereas here there is no notifiable interest (Still over 8%). Also news could come anytime in the next week or two so a big chance of being caught out.Law of diminishing returns also comes into play and those who were scared out have already gone..

[volsung] 21/2/2019 10:34

Unfortunately VRS is now in a downward trend. I won't be back until we hear contract news with £/$ attached

[phoenixs] 21/2/2019 10:25

Spike/dgduncan.
I concur with what you have written.
It is why I closed all of my positions which I held with IG. The idea that not only does IG sometimes take an independent view on a company but more importantly will in a sense lend out my stock to shorters is appalling to me. However, that is the way it works and I can do nothing about it except to take the appropriate action. It is of course all very well to say that they must close their positions at some stage but I find it morally wrong to short the stock of small companies per se especially those that are honestly trying to build a business and not use it as a short term gravy lifestyle vehicle. A drink or drinks in a bar, a conversation between someone who works for a broker/nomad and a friend who shorts can lead to a disaster for a small company wen it is trying to raise money for legitimate and honourable purposes. I believe that we may have seen these sort of events in respect of HAYD recently and also even with VRS last year when there was a blatant attempt to short the stock within the two week period before the fund raising which incidentally raised far more than the board were looking for. How fortuitous that it was done then rather than in the past few days. I can only imagine the share price at which VRS would have been forced to raise money. It is a completely different matter when it comes to companies, let us say, in FTSE250 in which there is a much more liquid market and the holders of stock are institutions and much more savvy. They will gain the attentions of the FCA far more readily if there is something potentially illegal going on.
Hence, I reiterate what some have posted on this site. Beware spread betting companies. They may offer multiples of earnings which are tax free but they also offer multiples of losses.

[jimboau] 21/2/2019 10:18

If it's a rinse & repeat as over at IQE, they just wait for the interest to fizzle out and then it's Tora Tora Tora!

[ellissj] 21/2/2019 10:16

2D v 3D graphene - performance changes noted as far back as 2010 iro thermal conductivity in this case. No wonder vrs has 27 global comapnies in collab, per id pdf imo. Best ellis

'NANOMATERIALS RESEARCH UPDATE'

‘Few-layer’ graphene keeps its cool

12 May 2010

"The thermal conductivity of multi-layer graphene decreases as the material gets thicker, according to researchers in the US. The team believes that despite the drop, several layers of graphene – sheets of carbon just one atom thick – could be better at cooling tiny electronic devices than conventional copper thermal conductors. The work also confirms a previous study by the group suggesting that graphene conducts heat better than any other known material.

Graphene is a flat sheet of carbon atoms arranged in a honeycombed lattice. It has been attracting the attention of scientists and engineers alike since it was first created in 2004 thanks to its unique electronic and mechanical properties that show great technological promise. In particular, it could be used to make ultrafast transistors because the electrons in graphene travel through the material at extremely high speeds.

In 2008 Alexander Balandin and colleagues at the University of California, Riverside, showed that graphene has a very large intrinsic room-temperature thermal conductivity in the 3000–5000 ;Wm–1K–1 range, depending on the size and quality of the sample. These values are higher even than diamond, which had been the best heat conductor known.

From 2D to 3D

Until now, however, no-one had studied how the thermal conductivity of multi-layer graphene changes as it goes from being 2D to 3D as more layers are added. Balandin’s team has now done this by measuring the thermal conductivity of “few-layer” graphene samples that contain between two and ten atomic layers. Their non-contact optical technique involves using Raman spectroscopy to measure the local temperature of free-standing graphene flakes.

The researchers found that the material’s thermal conductivity decreases as the number of atomic layers increases. However, it still remains very high at 1300 Wm–1K–1 for graphene containing four atomic layers. By comparison, bulk copper, which is widely used to cool computer chips, has a thermal conductivity of around 400 Wm–1K–1, which decreases to about 250 Wm–1K–1 in very thin copper films.

“In practical applications, graphene needs to be interfaced with composites or other substrates, such as silica (SiO2) chips, which will reduce its thermal conductivity, but the indications are that it will still be better than that of copper,” Balandin told physicsworld.com.

Phonons are at fault

According to the team, the thermal conductivity decreases with thickness because phonons – quantized vibrations of the crystal lattice that transport heat – couple across the different atomic layers in the material. The more layers there are, the greater the coupling and more phonon scattering occurs, disrupting the conduction of heat.

The results confirm that few-layer graphene, which is easier to produce than single layers of the material, could be ideal for removing heat from electronic components, like those used in computer chips. Unwanted heat is a big problem in modern devices that are based on conventional silicon circuits – and the problem is getting worse as devices become ever smaller.

In the short term, according to Balandin, graphene could be used in applications such as thermal interface materials for chip packaging or transparent electrodes in photovoltaics. “However, as the material becomes more widely available in larger quantities in a few years, it might be used in conjunction with silicon in computer chips – for example, as interconnect wiring or as a heat spreader,” he added. The ultimate dream of all-graphene electronics may still be a way off, though researchers around the world are working hard to make it a reality.

Spurred on by these results, the Riverside team is now looking at ways to incorporate few-layer graphene into computer chips."

The work was published in Nature Materials.

[chopsy] 21/2/2019 10:08

Yesterday we started down and ended up. Today looks like it may be the reverse.

[ellissj] 21/2/2019 10:00

Indeed super, they will come when the stench of cash fills their nostrils ! Waiting patiently here. Best ellis.

[lovat scout] 21/2/2019 09:58

The point SG makes about IIs and profits is correct - IIs are happy to invest in pre-profit companies but they must be able to see (and believe)the path to profits, even if it’s a few years away e.g PRSM.

[flatcoat1] 21/2/2019 09:58

Superg, when you say visable do you mean as in reported accounts? Or could it also include a RNS which infers profits to come. In other words if an RNS dropped in next couple of weeks of a 100 million order would that be enough for the fund you know of to buy in. Can't help but think any PI hoping to get back in on the rise might be very disappointed, especially if the supply has also gone.

[ellissj] 21/2/2019 09:57

General graphene research paper by samsung on a successful few layer graphene and silicon battery anode development. Best ellis

'Formation of Stable Solid–Electrolyte Interphase Layer on Few-Layer Graphene-Coated Silicon Nanoparticles for High-Capacity Li-Ion Battery Anodes.'

"Silicon-based anode materials exhibit higher specific and volumetric capacities than other materials and have therefore received much attention for potential use in lithium-ion batteries. However, the continuous growth of a solid–electrolyte interphase at the surface of silicon is a primary cause of chronic capacity fading of silicon electrodes. In this paper, we report the formation of an electrochemically stable solid–electrolyte interphase layer on the surfaces of the few-layer graphene-coated silicon nanoparticles. During the first lithiation, electrolyte molecules were electrochemically decomposed and deposited on the surface of few-layer graphene, thus forming a stable protective layer. When combined with an ionic liquid electrolyte based on pyrrolidinium and bis(fluorosulfonyl)imide, an anode containing 75% few-layer graphene-coated silicon delivered a reversible capacity of 1770 mAh g–1 (1430 mAh/ccelectrode) at a current density of 400 mAh g–1 (2 mAh cm–2) after 200 cycles. Averaged over the first 200 cycles, the half-cell exhibits a capacity loss of only 7.2% with a Coulombic efficiency of 99.4%. The results of our study demonstrate that the few-layer graphene coating may lead to an ideal candidate for the generation of a stable protecting layer for a silicon anode that is otherwise harmed by side reactions with electrolytes during cycling."

[superg1] 21/2/2019 09:38

What what folk here have to realise is that very few people have heard of graphene, what it is, or what actually counts as graphene. Then they don't know what it does.

Of those that have heard of it, 95% write it off as science false hype and that includes investors out there.

There was video on the topic mid last year with some pompous guy saying just that, he did a short bit re his view with the guy doing the video. IT is obvious he has no clue, he is one of the vast majority.

When companies like Aecom suddenly announce they are using in for large projects that will be the WTF is going on and the interest in graphene from investors and the city will jump.

Deals like that are likely to materially increase VRS revenue and create profit. There is already one fund posed waiting for the profit part, the rules are they can't invest until that becomes visible.

So I'd say 95% of people have no idea re graphene and of those that do a similar number think it's just BS hype.

To add another 95%, as we already known. 95% plus of those companies don't produce graphene

[mryl] 21/2/2019 09:36

I'm back much earlier than I expected since the share price touched my target add price yesterday, although I'm afraid we might revisit the recent lows. Oh well we can't say the shortest didn't warn us.. but it took a whole year for their prediction to occur, well actually not really since they are calling for below 60p and there's even an idiot on Twitter calling for 20p.. (sigh)

sg, a multi-million pound contract would be fantastic, but if I really want to be objective that would still does not necessarily justify the company's M/C, even at these levels (depends how many millions were talking, 2, 10, 20?) so i am not sure what will happen when (notice when not if) the news is out.

So far the company has been trading at a very big premium which was pricing in a manufacturing plant in China as well as several chunky orders from some of the collabs. Now that none of that has happened yet, it seems that some doubt has made it's way into the mind of some investors and more reasonable valuations are attempted. After all 99% of companies with equivalent size as VRS and significantly bigger earnings have a M/C under £50M, so despite all the potential it is still possible that we go revisit lower levels.. highly unlikely but possible.

As I said before, zero worry on my end for the long term but it does not look too great short term.

[chillpill] 21/2/2019 09:25

I think Polly Green was one of the smartest appointments VRS have made.

A very novel product.

[2dinvestor] 21/2/2019 09:17

Spike, I can answer Q1 and others @ the pm session of the GEIC day can correct me. As @ 20/01/19 Aecom had used 115kg of the 200, which was in addition to the initial 50kg. They were finishing off 5 structures (arches we think), but might not need to use the remaining 85kg as the quality of what they had was such that there was less wastage than expected. What I can't tell you is what the nanene loading of the polygrene is and I suspect we won't be told that in any case. Hope this helps and others who were there please correct me if I've misrepresented anything. Cheers 2D.

[maxibrit2] 21/2/2019 09:10

Nice one Tini5

[spid81] 21/2/2019 09:02

Love that Tini, it made me laugh.

[matheus7777] 21/2/2019 08:59

Very well researched tini5, didnt think the answer was out there but it looks like youve found it

[tini5] 21/2/2019 08:54

Spid, allow me to put you out of your misery. Please find a link to the definitive price for a kg of Nanene.

[club sandwich] 21/2/2019 08:51

roger - oh I agree. I don't expect Ricketts to comment on pricing, and I didn't say I *did* expect him to. I simply said I didn't have a clue what the pricing was.

scooby = scooby doo = clue

[spid81] 21/2/2019 08:51

Morning Grabster,

The second part of that post where I referenced LuckyOrange and VRS1,was posted in November Post 48488, I didn't want to edit or change the section,




Club regarding Graphene Price,

the fullerex prices in that table is from 2017, it shows order for 10kg FLG @ $400-500 per kg. Or 10kg orders of vFLG @ $1,250 - 1,500 per kg.

Using the fullerex prices and the assumed 6% contained graphene the 250kg order could be worth between $7,500 - $22,500.


I know many of you have invested many $$$ into VRS, it might be worth while purchasing the Fullerex pricing report from the Graphene Council. it only costs $1900.00

[hattie1] 21/2/2019 08:50

No other than our CEO tweeting “no delay “ in this respect

[melf] 21/2/2019 08:47

As I understand it, AECOM have submitted the ISO application for the arch and are simply awaiting accreditation from the ISO people before this can kick off. Does anyone know, in terms of time lines, how long such things normally take or whether you can guarantee a response within a certain time frame?