Versarien Share Discussion Threads

[2dinvestor] 07/3/2019 15:49

The way things are now looking I wonder if the plan (at least stage 1) is to site graphene manufacturing in Europe and then have large scale polygrene/polymer batch manufacturing in China. That would be a great way to protect the nanene IP and fits in with aerospace and rail target markets. What do others think?

[ellissj] 07/3/2019 15:46

Bravo neill and co. Bet matt is wearing a big smile, and a good first outing for yi. This is a another impressive piece in place on a growing chinese jigsaw. A reg rns. strategic investment into a jv is aimed for - vrs delivering upon 4th feb china update rns (quote below). Grateful holder here for graft and crafy, story just gets better. Aimo. Glalth. Best ellis

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

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

[tini5] 07/3/2019 15:45

CASTC and CASIC?

[woodpeckers] 07/3/2019 15:34

If there are only 2 Chinese state owned aerospace companies and we're working with both of them it seems daft not to be able to name them....

[chimpandy1] 07/3/2019 15:31

Aviation Industry Corporation of China (AVIC) is a Chinese state-owned aerospace and defenceconglomerate. Being one of the premier defence and aerospace companies in the world, it is ranked 159th in the Fortune Global 500 lists,[2] and has over 100 subsidiaries, 27 listed companies and 500,000 employees across the globe.[4][5] That's a huge company to be involved in if we are!

[clint fleecewood] 07/3/2019 15:15

Also from NR today re Chinese State owned aerospace co's.
"There are only 2 and we are now working with both of them."

[festario] 07/3/2019 15:12

RCT, oh, yes, so I see. ECO.It's going from strength to strength. SuperG recommended it, but instead I bought another he recommenced, CSSG... but it never really got off the ground. I just sold it at a slight loss and bought more VRS.

[clint fleecewood] 07/3/2019 15:12

From NR on March 5th

"I never saw this my friend, we generate c£10m of revenues and we have plenty of evidence of IP Inc patents, licences etc ."

MCap today as near as dammit 150 m

150/10=15 x rev.

[rogerbridge] 07/3/2019 15:00

A bad day on the markets, but I do not trade and find the best thing to do at these times is to go for a walk and turn the monitor off.
There have been a lot of ups and downs over the last 12 months so I am getting plenty of exercise!
However it is hissing down of rain at the moment so staying put.

[festario] 07/3/2019 14:52

In other news, AIM and FTSE250 is a mess today.There is only one Blue on my monitor of almost 40 shares, and that's TERN and therefore not relevant.

[rogerbridge] 07/3/2019 14:52

I did ask if Brexit was a hold up and I was told No.

[festario] 07/3/2019 14:51

1retirement, are you even serious? You are in that group? You use undeserved and unwarranted adjectives about yourself and hide behind a facade of decency. You are one of the worst, disruptive and laughable individuals who has ever posted on ADVFN.Christ, If that group has others like you, those of us with a few actual brain cells are better off a million miles away from it.

[squire007] 07/3/2019 14:50

Fest will be okay, he has lots of shares most days :-)

[1teepee] 07/3/2019 14:48

Poor fest, you made him feel upset now

[squire007] 07/3/2019 14:32

Only in that they have it covered .... :-)
Brexit is not an issue to us.

[laginaneil] 07/3/2019 14:22

Hello Folks,
A small question or 2 on MOU's etc.

We see from RNS's plenty of China MOU's, but I have not seen a lot of China contracts.

Now my limited understanding is that a successful MOU would be followed by a 'western style' contract. (No not cowboys & indians..)

I think I understand that it is bad form to break an MOU (from a Chineese view point) but not 'illegal'.

I guess it depends on what 'law' is stated as applicable to the contract
when the parties sign it.
Now, we have this Singapore Versarien entity which I am thinking they intend (maybe) to trade with China from.

Q1 So my thought is about Brexit holding up the wording of any contract and
slowing our 1st mover advantage.
If we trade via a Singapore contract would it matter?

Q2 Any knowledgeable person comment on this?

[zagrosfold] 07/3/2019 14:21

The whole Chinese state is lusting after vrs. As will the USA and the world. The best graphene. What's not to like?

[alchemy] 07/3/2019 14:21

150/5 is 30

[clint fleecewood] 07/3/2019 14:19

" I think some are over optimistic given 400 times revenue valuation.."

Err, market cap is 15 x revenue. Fairly conservative for a co. in cutting edge of new industrial revolution with loads of colab's and gov support.

[hew] 07/3/2019 14:14

rid, hope there will have been a little colour added about an RNS issued especially for them!.

[ridicule] 07/3/2019 14:09

I look forward to some feedback from the luncheon!

[hew] 07/3/2019 14:07

Just seen the latest RNS. As others, disappointed at what it is not, but in itself it has to be a positive - how could working with any large State owned aerospace company not be?

Neill’s use of the word "complementary" is significant. The previous aerospace related announcements cover many potential applications and the mention now of ”film materials and sensors” must be relevant in here, particularly given the “world class R&D capabilities” also mentioned. Such involvements can't go unnoticed by other aerospace majors, and not only in China.

Re the timing of the RNS, a warning shot IMO, as others have indicated. Be prepared for another at any time!

EDIT: See what words of wisdom the PTG misses by not being here!