Versarien Share Discussion Threads

[spike_1] 18/4/2019 18:38

evergreen: many thanks for such a clear and knowledgeable explanation.

Since you are clearly 'into' concrete, are you in a position to comment on VRS's involvement, both within Aecom and more generally.

Best wishes - Spike

[woodpeckers] 18/4/2019 18:36

Bob, thanks for bringing this point up, it's something that I've been pondering on and would welcome any input from anyone who can explain a bit more.

So the MOU announced Jan 2018 was for a joint venture with JHFI to provide funding for the venture in a structure to be agreed.

We have now progressed to a Term Sheet which envisages that BIGT will provide funding to Versarien for a wholly owned subsidiary in exchange for a holding of up to 15% of the issued share capital of the Company.

On first view, I would think that I'd rather have a joint venture where they provide cash and we get to keep all the shares in the company. However, I'm sure it is the phrase "wholly owned subsidiary' which is important.

If anyone can shed any more light on this I'd be grateful.

[woodpeckers] 18/4/2019 18:14

US Over The Counter market?

[alchemy] 18/4/2019 18:08

Correction usually means fall. But justifiable-correction here means rise. New metaphor alert..I'm looking for six no trumps.

[laginaneil] 18/4/2019 17:54

Hello Folks,

While 'poking' about on the web I seem to have come across 'another' Versarien

VRSRF Versarien (GM) USOTC ?

Talks about
Short volume 500
Short date 02/28/2019

"hTTps://uk.advfn.com/stock-market/USOTC/VRSRF/chart/trading-view"

Could anybody enlighten me about this? Different company?

[bobsworth] 18/4/2019 17:33

A Global VRS?!

Happy to be corrected, but following Monday’s RNS & Podcast, wholly-owned subsidiaries rather than joint venture now seems to be the possible way forward for VRS to ensure rapid global growth.
.
As an existing shareholder I like this because the company that owns the subsidiary is called the parent company or holding company and the parent company will hold all of the subsidiary's common stock. Note in the RNS it state’s “a subsidiary in China, wholly owned by the Company.”

Note the difference between a joint venture and a wholly owned subsidiary is the ownership structure. ... A joint venture may be an equal partnership, or one of the partners may have a greater share of the business. A wholly owned subsidiary is a owned by a single company that maintains control over it.

I suspect going forward now VRS will now agree a series of wholly-owned subsidiaries with other institutes/organisations in different countries that can-do direct business with companies in those countries. USA, KOREA, JAPAN etc.

If this proves to be VRS’s strategy, it certainly points to a very rapid and cost effective way to globally expand the business while keeping full control of the business.

Let’s hope in the next 3 to 4 months they pull this off with a rightful correction in the share price to reflect the added value of a wholly owned subsidiary.

On that thought, happy Easter all!

Have a good one!

[ayl30] 18/4/2019 17:33

Amazing what you learn from these boards

[bobsworth] 18/4/2019 17:31

evergreen8 thanks for that clear explanation

[woodpeckers] 18/4/2019 17:26

Wow, we have some knowledgeable investors here! - I was just going to say that by the way...😂

[evergreen8] 18/4/2019 17:14

A significant aspect of the cost of concrete construction is the amount of concrete required to carry the weight of the concrete itself.

If you can increase the tensile, flexural and compressive strength (Modulus of Rupture) of concrete the percentage reduction in the total mass of concrete required for a structure would be many times the percentage increase in strength.

Also, being an exothermic reaction, curing concrete while maintaining high particle bond strengths can be problematic. Increasing the thermal conductivity of the material to better dissipate the heat build up would be highly desirable.

Additionally, the integrity of concrete degrades as a consequence of sulphate migration. (Sulphates are present in almost all soils). Reduced permeability reduces Sulphate migration and will substantially increase the effective lifespan of the concrete.

Win-win-win-win-win.

[sportbilly1976] 18/4/2019 15:44

seems a few rollovers / isa transfers?

[festario] 18/4/2019 14:41

No, delightful!

[woodpeckers] 18/4/2019 14:38

I think there's plenty in the pipeline that will ensure that happens before too long.

[adejuk] 18/4/2019 14:10

if this inverted h and s breaks it will be v nice

[adejuk] 18/4/2019 13:55

do you mean 'delighted'? :-)

[festario] 18/4/2019 13:49

Delightful.

[adejuk] 18/4/2019 13:43

how are you fest?

[ellissj] 18/4/2019 13:32

All that makes sense tops. So if axia is precasting off site before assembling on site, saving construction costs as you suggest, when it comes to manufacturing - it's more cost effective (for a host of reasons) if their graphene additive cures quickly. Which puts 2D graphene at a economic advantage to 3D graphene in these terms. I imagine 2D graphene gives greater thermal advantages compared to 3D graphene too - reducing additional insulation costs? Then of course, there are possible waterproofing advantages? Obviously, the bottom line is always cost of the raw materials. But cost savings and material advantages as outlined could influence the outcomes and meet specification targets too? Hope i've understood all that correctly !
Aimo. Best ellis

[top button ol but] 18/4/2019 13:19

That's just part of it as I see Ellis. If you imagine the reduction in on costs on a major project if the 'concrete' is pre-cast and pre-cured or printed and fully ready just to put in place. The savings on labour (man hours and physical numbers of workers), associated machinery, down-time for customers to name a few gains, as well as the installer becoming more comfortable that he won't incur project penalties due to being more risk-adverse.
All only my opinion of course. GLA TBOB

[adejuk] 18/4/2019 13:14

mkt is effectively closed till tuesday.

[ellissj] 18/4/2019 13:05

Interesting tops - could it mean that quicker curing times of 2D versus 3D graphene concrete composites (and comparable to conventional concrete) would make it more suitable as a general replacement and or in applications like 3D printed concrete ? Ie keep construction projects running on time. Time costs money ! Aimo. Best ellis.

[festario] 18/4/2019 12:58

The market looks boring, but it's important to point out that's it's 132.2p to sell up to 50k shares. It's also 130p to sell up to 90k shares. Demand is there behind the scenes, they are just not willing to inflate the price.

[top button ol but] 18/4/2019 11:49

Regarding concretes, so many factors to evaluate including MOR, CCS, porosity, elasticity, tensile strengths, curing times etc and I could go on. What I do know is that if you can engineer change one or more of the key indicators, you are then in a game changing scenario in ALL applications. GLA TBOB

[20pc] 18/4/2019 11:34

With the current discussion re concrete and saving the planet this vid is appropriate at the moment. Look out for the mention of one of our well know collabs.