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[woodpeckers] 15/3/2019 14:21

Important points Mike, thanks for your input.

[mikebrenner] 15/3/2019 14:05

Key point for me on this podcast is that its confirming that its graphinks technology that will be scaled up to meet Toungshu's heating application needs and that this product is already proven to work. This is a totally separate graphene product (University of Cambridge) created by a totally separate manufacturing processes (microfludisation) compared to Nanene which they will be enabling.

Secondary point is VRS focus on areas of mass disruption and ensuring that they are the default tech for these projects and applications rather than focusing on changing existing tech / processes and trying to influence and capture a small share of the existing large market and ramping slowly (partners inertia). All about finding the right partners, in the right markets (Large) who are willing and able to disrupt at scale and then VRS having the technology, capacity and scale up knowledge to deliver.

If at the end of 2019 we have x2 graphene products scaled up to deliver volumes needed to support major disruptive applications from the 5 focus deals we will be in a very good place not just revenue wise, but credibility wise with investors.

More importantly longer term as consolidation happens any company in this space with interesting graphene tech will see VRS as one of the few (and possibly in the shorter term the only) company who can credibly show how they will buy them, scale them and then be able to sell them into major applications and marketplaces globally to turn their tech promise into cash reality!

Understand the plan & go to market, follow the partner engagement and process, measure business progress (not share price) and the rest will follow ... interesting times.

[festario] 15/3/2019 13:54

Billwave, you obviously made the right call to sell up at 108p, BUT.... based on what you have seen and heard since, aren?t you tempted to pile it back in, and increase your shareholding by 20% or so?I certainly would be.

[festario] 15/3/2019 13:53

Billwave, you obviously made the right call to sell up at 108p, BUT.... based on what you have seen and heard since, aren't you tempted to pile it back in, and increase your shareholding by 20% or so?I certainly would be.

[schmally] 15/3/2019 13:53

Funny to see Spid81 is up to his tricks on the HotCopper forum as well. He's spouting exactly the same drivel to Talga shareholders and he gives them exactly the same excuse for why he's posting on their thread despite not being a holder. The following response from a poster on their Talga thread today sounds very familiar------------- "spid81: The basic question that holders of TLG have with your continued negative posts on Talga on this thread (whilst being a non-holder but a holder of FGR, of course) is WHY on earth do you want to post here at all??? Just keep posting on FGR."--------------- It's obvious he's just an FGR gopher/employee tasked with de-ramping FGR's competitor's

[woodpeckers] 15/3/2019 13:50

Well at least you are honest about your thoughts rainbow, respect.

As you aren't interested in investing I presume you'll be moving on, goodbye.

[rainbow23] 15/3/2019 13:44

I think the ramping idiots are the most deluded here especially those expecting Aecom to save their skins anytime soon.

[woodpeckers] 15/3/2019 13:37

Delusional...

[rainbow23] 15/3/2019 13:31

Another cracking day for the shorters.

[festario] 15/3/2019 13:29

Big, late reported sells, dragging us down.But to be honest it's been no different for 6 months.

[woodpeckers] 15/3/2019 13:23

Some people don't feel confident enough to stand up and be counted so they can only try to 'steal' other people's identities in an attempt to spread fear in an attempt to steal other people's wealth, don't let them...

That was a genuine outpouring of excitement from our CEO... we are in a great place... anyone who doesn't think that way, please feel free to leave now... I will be here for the long run and no amount of stupid, childish posts from shorters will make me change my mind.

[senden11] 15/3/2019 13:19

Please filter all embryonic trolls and don't allow them to grow!

[hattie1] 15/3/2019 13:16

That post comes from ratpatt999 not a vrs shareholder
Not to be confused with ratpat999 a long term Vrs shareholder

[jointer13] 15/3/2019 13:15

oh dear the scumbags are getting nervous...never mind.

[rafboy] 15/3/2019 13:13

Clearly VRS are working hand in glove with China to take this forward. We may have had a rough patch these last few months but I suspect things will only get better from here. Like any decent company we have more than one iron in the fire, in fact we know VRS are concentrating on the big 5 with others to follow. Just China alone could be company maker but we then have the US who will not want to be left behind. Great podcast and a good future ahead for shareholders.

[ellissj] 15/3/2019 13:10

Great post woody. Neill and co derisking as they go along. I'm Waiting patiently for irons to come out of the fire. Neills area of responsibility is usa - he's busiest at night on 'west coast time!' Another area of the world who embrace new disruptive tech and run with it ! Confident in my investment here. Aimo. Best ellis

[jointer13] 15/3/2019 13:08

its all about our high quality.

[jointer13] 15/3/2019 13:07

good podcast.

"they want to use our technology in scale"

[woodpeckers] 15/3/2019 12:57

Brilliant podcast!

Just a few quotes that stood out for me...

"Radically altering the way we design houses.."

"China very good at advancing quickly.."

"want to move to electric heaters...fundamental change in the way we build buildings... Chinese don't have our inertia..."

"We're running out this technology on a wide scale.."

“This is isn’t Star Trek, this is actual technology that can be deployed now”.

"this is proven technology that can be deployed now.."

"this is a completely new product.."

"We're derisking the business.. we're focussed on the 5 big ones but there are many behind that..."

"an unbelievable place to be..."

"can't comprehend the sheer scale of ambition..."

"we've got a great strategy that we are now showing signs of delivering."

My conclusion:

Watch out shorters, we're coming for you...