Versarien Share Discussion Threads

[festario] 08/3/2019 16:38

Well explained Evergreen

[evergreen8] 08/3/2019 16:37

The hype curve graphically represents the dis-proportionally high societal expectations for the implementation of advanced technologies followed by the rate of actual penetration of those technologies into every day use. There is no correlation between the Hype curve and the VRS share price. Neil used the graph to explain that VRS are way beyond peak hype and are on the upward slope to building robust relations with customers/partners who have sustainable high volume demand and well on the way to building volume production capability to meet it. 2019 will be a very interesting and I would expect a very rewarding year for LTHs.

[johnveals] 08/3/2019 16:06

Again, chalk and cheese Freddie.

The S curve will come once we start integrating the climb to the Plateau of Productivity.

[billwave] 08/3/2019 16:01

Lse999 - johnveals - Thanks for the clarification. Regards.

[freddievas] 08/3/2019 15:57

I hate to say it, but the hype curve does not bear much resemblance to Tony Seba's S curve we were all getting so excited about :(

[maxibrit2] 08/3/2019 15:55

Thanks Spike

[johnveals] 08/3/2019 15:55

What I have seen is some amazing potential uses for graphene posted here and elsewhere, very few of which will be relevant to VRS anytime soon. What we will see is the increasing adoption of GNPs and graphene inks in a whole range of applications such as composites, polymers, light weighting, sensors and batteries. It is these volume applications that will drive the share price. All IMHO of course.

[festario] 08/3/2019 15:49

Looks like I misunderstood Spike's point.As Neill cautioned them, be careful what you post!

[ellissj] 08/3/2019 15:49

Indeed a plateau of productivity beckons; leaving 3D graphene down in death valley :-0 they are 10 a penny. Poddy left me full of optimism. Thx neill and co. Grateful for hard graft and superb positioning. Cannacord strategy sounds interesting :) aimo. Best ellis

[lse999] 08/3/2019 15:47

You are misunderstanding this graph completely. It has nothing to do with VRS share price It's an industry wide representation of the hype surrounding graphene. As you can clearly see the whole industry is at the bottom of the upward trend. The share price is completely independent and to suggest otherwise is simply wrong.

[johnveals] 08/3/2019 15:45

It would be wrong to assume that the hype curve relates directly to the share price, hype is hype and share price is share price.

[lse999] 08/3/2019 15:40

Spot on whiteslice. We are exactly where you describe. The early day hype is over and graphene is gradually being adopted into everyday life. So exciting to be at the forefront of it all

[hew] 08/3/2019 15:38

Spike, re how contract delivery/revenue schedules are structured (your report mentions) we have discussed this a week or so ago here. No surprise in that a substantial contract in scope and duration should not pay for the lot up front.

Establishing an ongoing foreseeable revenue stream is a strength rather than a weakness IMO. VRS is not a company gasping for financial breath.

[whiteslice] 08/3/2019 15:35

Quick search for the "hype curve" on google will show many examples of the graph that Neill used. My understanding is that we're on the "slope of enlightenment" heading for the "plateau of productivity" ;-)

[mikeod] 08/3/2019 15:35

Very good feedback, Spike. Many thanks.

[billwave] 08/3/2019 15:34

Good write up Spike (on the other thread)

[festario] 08/3/2019 15:19

Spike, let me just clarify.... we are just after the hill, and all we can look forward to is a flatline, or at best a gentle slope upward?That doesn't bode well for those who are deeply under water, or are over 55 years old does it?Not sure how this is compatible with the grandiose claims, tweets and rockets we were subjected to throughout 2018?Have I misunderstood you perhaps?

[hew] 08/3/2019 15:19

Great stuff Spike, thank you, and addresses the concern I expressed yesterday.

[kemorkid] 08/3/2019 15:15

Thanks spike

[woodpeckers] 08/3/2019 15:07

...but I guess if you're "supporting a 'new' British Company in a new and exciting technological revolution"....£££... :-)

[spike_1] 08/3/2019 14:50

Yesterday: Chris asked us all what our expectations were, and what we hoped to get out of Versarien.

As I recall, making money came quite a distance behind supporting a 'new' British Company in a new and exciting technological revolution.

[ellissj] 08/3/2019 14:42

Very good info spike. Thx v much. Best ellis

[woodpeckers] 08/3/2019 14:40

Spike, thank you very much for taking the time to write that report. You deserve many more thumbs ...don't know where everyone is today?