Versarien Share Discussion Threads

[2dinvestor] 01/3/2019 08:38

I heard yesterday from David Burton. I didn't get a place and I'm not sure many of the usual suspects have either. The message was they wanted to focus on new investors, which I fully support. He said there would be another lunch soon. For me this is good news and in my opinion a change in strategy (I doubt it will be a PI lunch - just my opinion). All part of the longer term plan and story, which for me has not changed. People should read "The man who planted trees". A good analogy for VRS.

[1teepee] 01/3/2019 08:30

Don't worry I won't censor you

[affc21] 01/3/2019 08:19

Would not be surprised, they are very popular investor events...need a bigger room

[lovat scout] 01/3/2019 08:06

affc21 - not heard either. Assuming it’s full.

[jbe81] 01/3/2019 08:06

Can't get a quote to buy

[davemac3] 01/3/2019 08:06

Most stuff posted on here is irrelevant

[ellissj] 01/3/2019 07:54

Serratia, i had a look at fgr first time around when spid popped up on here. I told him then i wouldn't be investing in fgr, and bade him farewell - as is my way. I found this pdf statement released by fgr in aug 17. Just before the launch of their 'puregraph range.' In it, fgr acknowledges the publication of the iso standards - yet donot include thickness measurements in it, or in their subsequent puregraph spec sheets - which they could do by now, so close to publication of the standards ? I also include a quote from the fgr statement, which gave me cause for concern. Each to their own. I await publication of iso standards soonest. Aimo. Dyor. Best ellis

'FIRST GRAPHITE LTD
.'
'Graphene Operations Review
and
Capability Statement. August 2017'

"...The industry is working with The International Organization for Standardization (ISO) to develop
the standardised nomenclature needed to develop a universal specification sheet (ISO/TS 80004-
13). There continues to be discussion regarding what parameters are the most important, with
different applications needing specific properties. Table 1 provides information on FGR graphene
from independent university testing facilities...."

"It is important to note that testing for graphene quality can vary according to the characterisation
techniques used. Also, results can vary both within individual batches, and from batch to batch,
due to the sample points being so small relative to the batch size. Any quoted figure is likely to be
indicative rather than absolute. What is the most important test, at the end of the day, is how the
graphene product works in the final application..."

[affc21] 01/3/2019 07:52

Any news regarding the next investor presentation that was arranged via twitter...think it is at Moorgate, London.Not heard anything myself since it was announced.

[grabster] 01/3/2019 07:44

Click on the offender's username. Select 'filter'.

Just a reminder for those unaware that posters clogging the thread with irrelevant stuff can be rinsed away - regardless of blue/black status. ;-)

Lots of candidates on this thread.

[2dinvestor] 01/3/2019 07:38

When Neill was quizzed about it at the time he very much downplayed it. I hope people don't push him for more detail via twitter as he won't be able to confirm or deny it, which will leave the trolls saying it's just hot air.

[affc21] 01/3/2019 07:32

Plenty to look forward to with graphene, a bit longer in this instance involving UoM and NGI, an 18 month graphene related research project:Commercial partnership harnesses graphene to boost access to safe drinking waterThe National Graphene Institute (NGI) at the University of Manchester and the UK-based water filter manufacturer LifeSaver have embarked on an 18-month research project to commercialize graphene-based water filters. The partnership builds on research at the NGI on graphene membranes, which have shown promise for cheap and effective water treatment.One of graphene's many useful properties is water filtration at high flow rates, with research at the NGI suggesting that graphene-oxide membranes could be used for the cheap and easy desalination of water. However, says Rahul Nair, who will lead the project at the University of Manchester, the technology is still not commercially available."Making a graphene-based portable water filter was our dream, and this collaboration with LifeSaver will enable that dream to be a reality sooner than later," he says. By combining the NGI's graphene expertise with LifeSaver's core capability in manufacturing portable water filters, Nair hopes that the project will create graphene-based filters that will "enhance the quality and availability of safe drinking water for those who need it most."https://physicsworld.com/a/commercial-partnership-harnesses-graphene-to-boost-access-to-safe-drinking-water/

[squire007] 01/3/2019 07:19

Def ... :-)

[melf] 01/3/2019 07:15

In case anyone didn't see my post yesterday evening, NR tweeted that he'd recently visited Cupertino (my guess is that was the day trip he went on to California). So I would say there's probably a 99% chance he had a meeting with the good people at Apple....I dare say he took them a pair of MD earphones as a prezzie....all imo :-)

[stuhuw] 01/3/2019 07:02

This is an open post to VRS shareholders - there has been no bad news. All of the collaborations are still on track. The quality of VRS Nanene graphene nano platelets has been satisfactorily tested by the Chinese National Graphene Product Quality Supervision and Inspection Centre (NGSIC) in Wuxi. Lipeng Wang, Chairman and CEO of Tunghsu Optoelectronic, commented: "Versarien is a leading company and operator in the graphene field in the UK. VRS have launched polygrene. VRS have a mou with China railway. AECOM is on track. The China update on 4 February 2019 was entirely positive. No bad news whatsoever. If you want the VRS share price to recover, don't sell. Don't be trolled. Don't fall for the rhetoric of Rainbow, Spid or Hermanngorring. They along with other persons don't even own VRS shares. Once, the first bit of good news comez, VRS will rocket to £2+. Why would you listen to spid or Hermanngorring or Rainbow! I trust Neill Ricketts. He owns 15 million shares in VRS - I trust a bloke who holds VRS shares. The shorters, own none. The shorters profit from our losses. If you want to see VRS go up, don't be spooked. They are spreading panic. VRS is very close to good news. Neill Ricketts has said that he is not worried

[timbo003] 01/3/2019 06:23

>>>>affc21

My stock market investments are spread over more than 100 different companies, I have had many disappointments over the years (as well as many successes), however, I am comfortably in profit overall and I derive a very useful income through my investments. So thank you for your concern, but I intend to continue to disregard all advice from self proclaimed gurus who choose to focus on one particular investment opportunity, at the expense of all others.

[affc21] 01/3/2019 06:03

Timbo,So what are you trying to say,Because looking at your past investment decisions haven't exactly done wonders for your wealth.I just hope other PI did not follow you in what turned out to be a hugely disastrous investment decision. So why would anyone with an ounce of common sense listen to you, apart from spid (who comes across as a paid ramper for FGR?) who we all know has an agenda here.If only you had listened, you would not only be wiser but wealthier also.----Believe it or not you and your fellow investors have got my sympathy for your losses and I hope at some point you all recoup your losses.

[timbo003] 01/3/2019 05:19

Mornin’ Spid

Re: your post #62047.....



I suspect the reason SG1 feels threatened by FGR and many other companies working in the graphene space because he is more or less fully invested in VRS and as such has suffered a 50% loss in the value of his stock market portfolio in the last 6 months. Given that situation, it is perhaps understandable that he feels threatened and prepared to lash out at anyone taking a balanced view on alternative graphene investment opportunities

[ridicule] 01/3/2019 01:04

For those who have not seen it, this article from Aim Watch is a factual description of the 4 Graphene companies and what they target. The Article also underlines the challenges of delivering new materials to market quickly!! The Article is a little dated, even though the publication date was 4 Jan 19, no mention of China for example under the VRS section, but I offer it for interest.

Graphene Stocks To Watch On AIM (2019)

Considering the uniqueness of its properties, companies commercialising graphene have, for the most part, failed to live up to the hype surrounding the material. However, now that the hype has moved on and the companies have had more time to develop their proposition, could the handful of AIM-listed graphene companies be considered incredibly cheap and worth further investigation?
What makes graphene so special?

First discovered and produced in 2004, graphene combines a unique set of properties: the strongest material ever developed (200 times stronger than steel and tougher than diamond), but also the world’s thinnest material, flexible, transparent, and able to conduct heat and electricity far more efficiently than any other substance on Earth. Such is its uniqueness, it is expected to be responsible for innovation across a huge range of industries, including electronics, energy generation, medicine, sensors, batteries, and conductors.
How have graphene shares performed?

Soaring seemingly overnight when graphene’s potential was first communicated by the media, the share price of companies working to commercialise this miracle substance have fallen just as quickly. Applied Graphene Materials PLC (AGM), for example, when first listing on AIM in late 2013, was valued at around 450p per share, but is now only valued at 40p at the time of writing.

Nevertheless, in the history of new materials graphene certainly won’t be the first new substance hotly tipped for great things but to take a long time to deliver. Take, for example, silicon, which was first discovered in the early 19th century, but failed to find any real commercial application until the birth of the semiconductor industry more than a century later. In addition, aluminium was also hailed as a wonder substance when first discovered in the 1820s, but it wasn’t until after the First World War that aluminium found a true business case with its deployment in the production of aircraft.

In essence, any new discovery typically faces formidable challenges that inevitably slows down its progress, such as identifying the commercial application whereby it is most effective, ensuring it is conspicuously cheaper or better than the products already available, and ensuring that it is conducive to being manufactured on a commercial scale.
What graphene investment opportunities exist on AIM?

As things currently stand, there are four graphene companies currently listed on the FTSE AIM Market:
Applied Graphene Materials PLC (AGM)
Directa Plus PLC (DCTA)
Haydale Graphene Ind. PLC (HAYD)
Versarien PLC (VRS)

Applied Graphene Materials (AGM): In terms of commercial strategy, the focus for AGM is on collaboration with commercial partners to accelerate adoption of graphene, targeting three core target market sectors: polymers and composites, paints and coatings, and functional fluids. Towards this goal, the company were pleased to announce in December, 2018, that James Briggs Ltd, a leading independent chemicals business, had successfully tested the effectiveness of AGM’s graphene-enhanced anti-corrosion aerosols and were preparing for full product launch in 2019.

Directa Plus Ltd (DCTA): Based in Italy, DCTA have recently secured several textile-related deals incorporating their G+ branded graphene compound – most notably the launch of a cycling jersey with Oakley and Bioracer. By being treated with G+, this jersey distributes heat generated by the body in cold conditions and releases it when needed in warmer weather, meaning cyclists use less energy to regulate body temperature. Along with textiles, the company also has some sort of a grip on the tyre market, supplying its graphene compound to bicycle tyre maker, Vittoria, as well as automotive re-tread company, Marangoni.

Haydale Graphene Industries Ltd (HAYD): Describing themselves as a global technology solutions company passionate about creating the next generation of advanced materials, Haydale have had quite a tough 12 months. Announcing in March 2018 that the groundwork was in place for revenue growth following a period of investment and expansion, the company was forced to later provide a trading update in June letting shareholders know that revenue generated was going to be lower than expected. This was put down to a combination of timing differences of recognising revenue before the financial year end, along with longer than anticipated lead times by customers to reach commercial volumes. Going into 2019, though, the company reports cautious optimism having undertaken important restructuring of business divisions

Versarian PLC (VRS): VRS is an advanced engineering materials group with five subsidiaries operating under two divisions: thermal and hard wear products, as well as graphene and plastics. In terms of graphene, the company has managed to secure several significant collaborations, including with a global apparel manufacturer, a world-leading aerospace group, a subsidiary of one of the world’s largest construction and engineering contractors, a major tyre producer, and a global consumer goods company.
Cancellation of shares for Graphene NanoChem

Up until quite recently, there was actually a fifth graphene company listed on AIM called Graphene NanoChem (GRPH). Shares for this company were cancelled, though, in March 2018 following the resignation of its nominated adviser and broker, Panmure Gordon, and failure to find a replacement within the month provided under AIM rules.

However, when announcing their cancellation, the company were pleased to report that progress had been made in advancing its proposed acquisition of modular construction company, CG Tekbuild. If completed, Graphene NanoChem believe that this acquisition will be transformational for the company and will look to undertake an initial public offering to relist on the AIM market.

[spid81] 28/2/2019 23:00

Last question for the day SG1,

In 2014 / 2015 when WG was involved in Talga, It is easy to understand why he thought Talga would be a billion dollar company, the DFS (below) provided significant revenues with the planned 1,000tpa of Graphene and the 46,000t of micro graphite. Talga are expected to have a updated DFS in the coming months.



In early 2016 FGR had its Graphene tested by the University of Adelaide
UoA disclosed that its graphene was comparable to synthetic routes,
The conversion was 50% graphene after 4 hours, with conversion of 75-80% seen in 20-24 hours,these recovery has been increased in the 3 years of development,
TLG conversion was only upto 12% conversion,
You should also note that FGR platelets lateral size were upto 100um.


Do you honestly think when Warwick Grigor discovered that FGR produced a better Graphene than his current investment in Talga, he should have kept his investment with Talga ?

My investment is not fixed in FGR like many of you here, If I find a better product or a company that can offer me a better return, I am more than happy to move my funds into that investment, that is what smart investors do. We research the industry, discover that there is more to graphene than the smallest number of layers, i.e that the lateral size of graphene is significantly more important.

Any company can crush / blend its graphite to manufacture graphene, Andy Goodwin did this with a blender in 2014, it doesn't mean the graphene will be useful.

Ask yourself this question, With VRS having FLG that has tiny lateral platelet size, Why haven't any of the collaboration agreements turn into a significant sales agreement?

Versarien has disclosed that none of these agreements have failed due to product failure. Have you considered that the fewest layer - tiny platelets (aspect ratio) do not offer the benefits to the end user to justify using nanene ?

FGR's PureGRAPH which has a extremely high aspect ratio, offers a 100-500% increase in wear resistance and 37% improvement in tensile strength. This offers significant benefits to the end user.

Concrete test results were also significant with the minimal use of Graphene additives (0.02%wt) gave a 34% increase in the compressive
strength of concrete and a 27% increase in the tensile strength

Or you can see how well FGR's Graphene performs in a plastic pallet fire test.

[aintree77] 28/2/2019 23:00

Re communicating with the moronic trolls and shorters, its often said that the best policy is not to engage or respond, if you engage it gives them ammunition and a invitation to continue. Its not easy to stand aside and ignore those who consistently try to destroy and do harm, but the more experienced in the matter say its the right approach, this often recited quote may help "never try to argue with an idiot. They just drag you down to their level and then beat you with experience". Not sure what the right answer is really.