Versarien Share Discussion Threads

[dgduncan] 09/3/2019 08:52

Duxy786. Thanks for spreading the word. If you change the https to hTTps it turns it into a clickable link and makes it much easier to get a vote e.g.




Now 3164 so still a way to go.

[chumbo1] 09/3/2019 08:31

Thank you Spike for your meeting note, it's a good read.

[luckykids] 09/3/2019 08:20

I think we saw a repeat of that tactic yesterday morning by smaller players with a lot less ammunition to throw at it. But the bid only ended down 1p as people covered for the weekend and the end of March gets nearer everyday

[luckykids] 09/3/2019 08:17

Superg that is the same as ash is saying. They sold 159000 in Feb and have 180000+ left. Almost the same left to sell as they sold last monthAs we don't know your figures I would have to go with his.I still think the same as I said before. It was people selling hard in the morning and recouping in the afternoon ready to rinse and repeat the next day. The 400000 sell made it easier for them as they knew that sell would exhaust a lot of the buyers when it was recycled into the market by the market makers.

[superg1] 09/3/2019 08:04

Ash

I suspect my figures are a lot more accurate than yours and are different. Miton have been selling at a monthly rate about the same as they now currently have left.

I'm not putting the figures on here for the traders and others of that ilk to see, they can do their own work

So logically they will be out in full at this end of this month and for Miton that fits nicely with the tax year.

The 400k was nothing to do with them and I'm going to dig deep re that trade.

There was no apparent one hit big lump by the funds the chaos we saw was created by PIs talking themselves into a price crash, then creating it. Obviously aided by those that spread lies to add to the fear.

[duxy786] 08/3/2019 22:29

https://petition.parliament.uk/petitions/242399

[duxy786] 08/3/2019 22:29

https://petition.parliament.uk/petitions/242399

[melf] 08/3/2019 22:12

Congrats Spike....100+ thumbs for your post earlier. A very rare event indeed. (I think Scrutable achieved that milestone a few months ago).....the update was much appreciated.

[forestfred] 08/3/2019 20:37

Moljen
Ditto wood burner too plus a glass of red .

Happy and feel part of this disruption journey , it does feel like it’s happening from the bits I understand anyway .

Ff

[moljen] 08/3/2019 20:30

Not kidding, so is the wood burner in this weather.

[kemorkid] 08/3/2019 20:21

Wine is good M

[rogerbridge] 08/3/2019 20:18

Rember approximately 40% of the Tesla car build cost is the battery.

[kemorkid] 08/3/2019 19:04

With you all the way lovat
Patience.

We are at the cusp👍

[chimpandy1] 08/3/2019 18:47

The heat shield is liquid filled so it "sweats". I think this is the technology they are referring too. https://www.google.com/amp/s/amp.interestingengineering.com/spacex-hopes-their-sweaty-heat-shield-will-get-us-to-mars I wouldn't be surprised if there were 2D materials incorporated however

[matheus7777] 08/3/2019 18:28

BBC News reporting on the SpaceX Dragon module returning to Earth"Its heatshield uses a relatively untested technology..."Wonder what that could be

[lovat scout] 08/3/2019 18:27

Regular repeatable earnings from a diverse client base rather than a few irregular big wins are the most highly valued by investors so it sounds like VRS are very much on track. Patience will be rewarded. AIMHO etc

[woodpeckers] 08/3/2019 18:22

On the point of Tony Seba's 'amazing' S curve, if I understand it correctly, that happens when several technologies converge at the same point disrupting the market. EV's are superior products to ICE vehicles but the batteries are the problem... hence if we can crack that problem the two will converge and there will be no reason why people will buy an ICE over an EV....S curve!!!!

That's how I understand it anyway...open to comment.

[squire007] 08/3/2019 17:23

Cheers Elliss, roll on next week

[ellissj] 08/3/2019 17:16

Eye always on bigger picture here. I noticed neill mentioned 'packaging' in his opening intro on the poddy today. Wonder if the inks film testing with the global chemical major at warwick has started yet? Either way, latest china news and usa cap hill summit news last week suggests to me the 2D Blue sky just gets better. And Cannacord note ever closer ! Aimo. Best ellis

Per davids kerr geic id presentation pdf :

Current Engagement Status
• 67 live engagements.(excluding China/Korea).
• 20 engagements under formal collaboration agreements.
• 47 under NDA agreements.
• 27 engagements are global operators within their sectors.
• Not all NDA’s result in collaboration agreements, many go directly to
testing of materials.
• Most companies prefer to remain anonymous to protect potential
competitive advantage or IP generation.
• All engagements at various stages of development.
• Some engagements involve multiple partners.
• Legal agreements can be complex, even NDA’s.
• The bigger the company, the slower the process.
• No engagement to date has failed due to product performance.


Main Market Sectors & Applications
:

Household FMCG – Films,
Barriers, Bottles, Flexible
Packaging, Smart Packaging, Cans

Automotive- Engine parts, Tyres, Interior plastics, fabrics & leathers, batteries, coatings

Defence - Confidential

Aerospace- Interior plastics,
Engine Parts & Sensors

Textiles- Sportswear, Industrial,
Shoes, Lingerie, Fashion, Smart
textiles

Chemical- Polymer Blends

Medical – Digital Dressings,
Sensors, Surgical equipment

Mobile
Communications- Electronics, Accessories

Footwear – Outdoor/Trail Shoes,
Football Boots, Training
Shoes

Energy- Supercaps,
Batteries, Charging, Turbines

Oil and Gas – Component
parts, protective coatings,
drilling equipment, Sub-Sea
Insulation

Electronics- Printed Circuits,
Protective Films, Office
Equipment

Specialist Engineering &
Construction – Polymer
Structures, Composite Parts. Smart
Buildings, Concrete, Protective
coatings
Lighting- Component parts

Sports/Lifestyle Equipment Football, Cycling, Wetsuits, Protective
Eyewear, Luggage, Audio

Securities – Bank
Notes, Passports Updates since Interim report issued on 6/1/18.

Updates:

Global Chemical Major – Testing agreed for film application with Inks.
Testing to be done at WMG.

AECOM – Further SOW confirmed.

[dgduncan] 08/3/2019 16:58

Well done SpaceX

[johnveals] 08/3/2019 16:58

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.