Versarien Share Discussion Threads

[20pc] 02/6/2019 19:30

I am a big fan re the concrete side of things and it has been mentioned by the company. Concrete and the 3d printing of it in a feb rns.

[superg1] 02/6/2019 19:14

Concrete is viable I checked having dismissed it.

OT on a daft conversation. Tmoon, how do you get a £30 share price from a 36 mill tonne supply.

Currently the PE 15 factor is 10p per £1 mill profit.



£30 = £300 mill profit.

So the figures you mention equate to 83p per tonne profit.

I think that’s a bit tight😎

I have been awake for over 24 hrs having been to South America so please excuse any misread.

[sandbag] 02/6/2019 19:11

There have been many posts on here by very knowledgeable people re concrete but from what I can gather it doesn't need the good (more expensive) true graphene to create better qualities. Graphene oxide seems to be Ok and many manufacturers can produce that. I stand to be corrected by any Civil Engineers / Scientists on here.

www.concreteinstitute.com.au/News/National/Graphene-Based-Concrete-Admixture.aspx

[mandatory] 02/6/2019 18:59

Cheers sandbag. Some mindbending numbers for something that’s not even in the big 5.

However Aecom might be in the big 5 and they do concrete.

For selfish reasons I’d like the price to stay low for a few months yet so I can get close to my target of VRS shares.

[sandbag] 02/6/2019 18:32

mandatory,

I don't believe Chinese concrete has ever been mentioned by the company. The big five were mentioned IIRCC by David at the AGM in his presentation. It seems none of us took notes of that though so can't really remember / confirm what they all were.

[mandatory] 02/6/2019 18:04

Is Chinese concrete one of the big 5 so often talked about?

[tmoon] 02/6/2019 17:53

Evergreen... not sure if I've missed something and apologies if I have but your calc's to get to a share price of £30 means that at a ratio of 1.5% by weight Versarien would need to produce 36 million tons of Nanene per year. A bit of a tall order!! I agree the prospects for the company are huge and we are invested up to the hilt here so looking forward to the things to come. At the age of 73 I don't want to wait too long!!

[laginaneil] 02/6/2019 15:50

Good Afternoon evergreen,

For me, having watched the thick brown smoke belch from a cement works near York

(co2 !!!) for year upon year, I think this could lead to an amazing reduction in

pollution of our planet.

I think I read some were 1 tonne concrete creates 1 tonne carbon dioxide !

[kemorkid] 02/6/2019 15:01

Would be absolutely amazing
Actually mind blowing !!!!

[evergreen8] 02/6/2019 14:18

Edit. Apologies everyone, I was using complex formulae in a spreadsheet to quantify the implications of the signed terms with China. I wrongly transcribed a ratio into a post which I have since deleted.
Will correct and re-post in due course.
GLALTH

[ad631] 02/6/2019 13:07

Drawn to the highlights of the following:remember Paul Ferguson @PaulFerguson May 13 on Twitter posted 'Over 100 altogether. Each super sack holds one ton.' iro graphite - supply chain sorted?: hxxp://www.kake.com/story/40444713/novocarbon-enters-collaboration-agreement-with-versarien-graphene

[kemorkid] 02/6/2019 12:18

Here’s hoping for substantial RNS this week.

[ellissj] 02/6/2019 10:53

Cheers woody :) i guess as dynamo might say, ",it's the introductions that get you everywhere!" And a world leading verified bona fied product with a stable of others behind it. Vrs look well in ! atb ellis

[woodpeckers] 02/6/2019 10:47

Good work Ellis.

[ellissj] 02/6/2019 09:07

Re bigt rns, (aia for long post). a huge achievement by vrs thus far. As i posted matts tweet from oct the other day, substantial progress since then - chinese state proposing a strategic investment. A gold standard deal. The rns itself points to biams graphene research, conducted in part at UoM - collab agreements with them, (links posted at the time) as follows:

"...BIGT was founded in 2017 by Aero Engine Corporation of China ("AECC"), Beijing Institute of Aeronautical Materials ("BIAM"), and the Beijing Government, based on nearly a decade of graphene research by BIAM.  BIAM and the National Graphene Institute at the University of Manchester have been working together on a wide ranging five-year collaborative research project since 2015..."

Per poddy, bigt is like a chinese version of ngi. So of further interest is following paragraph from rns :

"..Term Sheet envisages BIGT assisting Versarien with the establishment of a subsidiary in China, wholly owned by the Company.  Any such Versarien Chinese subsidiary would be focussed on the manufacture of Versarien's graphene and other 2D materials in China and their sale to Chinese customers, working in collaboration with BIGT..."

So i read it that bigt will help link chinese firms &/or institutions with vrs chinese subsiduary - "(Manufacture of vrs 2d materials)...Sale to chinese chinese customers...Working in collab with bigt.."

Therefore, it begs the question, what are bigt active in? : it seems they helped to establish an applications centre - found in twi article..

"The Beijing Graphene Industry Innovation Center, in which AECC BIAM is the majority shareholder, was set up in April 2017 by Beijing Institute of Graphene Technology (BIGT) and Z-Park Graphene Industry Alliance in China’s ‘Silicon Valley.’

Further - (the beijing graphene industry innovation centre - bgiic)... "..highlights the joint investment of the Tianjin-Beijing-Hebei regions in graphene technology.". 



So in effect via bigt - vrs could be in collab with above 3 chinese regions and the bgiic? And non exclusivity allows the vrs chinese subsiduary to progress with other provinces.

More about the bgiic here per graphene info article:

Nov 05, 2018

"A graphene industry innovation center was recently established in Beijing, China. The center aims to become a world-class graphene composite technology research and industrial incubator hub.

Beijing Graphene Industry Innovation Center will take the advantage of Beijing's innovative resources to research and develop cutting-edge new materials. It hopes to speed up the transformation of scientific research achievements and enhance the graphene industry.

In China, which has substantial graphite deposits, more than 500 companies already specialize in graphene products. China expects to establish a comprehensive graphene industry system by 2020, according to a government plan drafted in 2015."



More on the bgiic, set up and applications interest here:

"..Beijing Graphene Industry Innovation Center is mainly composed of Beijing Institute of Graphene Technology, Beijing Graphene Institute and CIGIU, which forms a “one body and two wings” pattern. It has gathered the advantages of optimal resources, built a multi-level talent incentive mechanism, established a “public intelligence” R&D model, and a shared industrial public land."

'Graphene Projects'

"Graphene film with large-sized & volume production technology

Graphene Applied Technology Research: Graphene Rubber Materials

Graphene Applied Technology Research: graphene paint and coating materials

Graphene Applied Technology Research: CFRP

Graphene Applied Technology Research: wear resistance technology

Graphene Applied Technology Resources: Aluminum alloy cable

Graphene nano-flakes (GNFs) & GNFs surface molecular modification technology"



Of course, then who are z-park graphene industry alliance - partners of bigt in bgiic ? 'A national association' : the 41 members look like they should be top notch players from across all of china ! Below found via google translator:

"中关6449;石墨;烯产
9994;联盟;（Z-park Graphene Industry Alliance）159;在中关村649;委会指导979;，经北京066;民政局许487;成立的全269;性社团组 455;；是由国869;知名高校289;科研机构289;重点应用450;投资企业 852;合成立的019;新型产业 852;盟。联盟001;中关村丰488;园、中关449;发展集团289; 北京823;学、银基911;碳新材料 929;份有限公496;等单位联512;发起。首209;会员41家，其中ࡍ3;括北京大ण8;、清华大ण8;、中科院ӌ9;国家纳米ߑ3;心、北京ഄ2;材院等国ࠦ9;知名高校ࡴ4;科研院所...The Z-park Graphene Industry Alliance is a national association organized under the guidance of the Zhongguancun Management Committee and approved by the Beijing Municipal Civil Affairs Bureau. It is a combination of well-known domestic universities, research institutions, key applications and investment enterprises. Established an innovative industry alliance. The alliance was jointly initiated by Zhongguancun Fengtai Park, Zhongguancun Development Group, Peking University, and Silver-Based Carbon New Materials Co., Ltd. The first batch of 41 members, including Peking University, Tsinghua University, Chinese Academy of Sciences, National Nano Center, Beijing Aviation Materials Institute and other well-known domestic universities and research institutes..."



Obviously, speculation and a rough guide, but to my mind vrs have a massive opportunity here if i'm correct (aia if not) and negotiations go to plan. Aimo. Dyor. Glalth. Best ellis

[1teepee] 02/6/2019 09:02

Just not sure exactly what about yet

[ad631] 02/6/2019 07:59

#operationseesaw - nil premium all share merger with Novocarbon? Whatever is coming our way - 'You should be excited anyway' as NR posted on his Twitter a/c...I am Neill, I am :)

[ellissj] 01/6/2019 20:58

Dynamo tweeted malcolm gladwell - his book 'tipping point' investigated the factors involved in this phenonomen. Is that the see saw effect in operation? Best ellis

The Tipping Point

'The Tipping Point: How Little Things Can Make a Big Difference' is the debut book by Malcolm Gladwell, first published by Little, Brown in 2000. Gladwell defines a tipping point as "the moment of critical mass, the threshold, the boiling point".[1] The book seeks to explain and describe the "mysterious" sociological changes that mark everyday life. As Gladwell states: "Ideas and products and messages and behaviors spread like virusesdo".[2] The examples of such changes in his book include the rise in popularity and sales of Hush Puppies shoes in the mid-1990s and the steep drop in New York City's crime rateafter 1990.

The three rules

Gladwell describes the "three rules of epidemics" (or the three "agents of change") in the tipping points of epidemics.

The Law of the Few

"The Law of the Few" is, as Gladwell states: "The success of any kind of social epidemic is heavily dependent on the involvement of people with a particular and rare set of social gifts".[3] According to Gladwell, economists call this the "80/20 Principle, which is the idea that in any situation roughly 80 percent of the 'work' will be done by 20 percent of the participants" (see Pareto Principle).[4] These people are described in the following ways:

Connectors are the people in a community who know large numbers of people and who are in the habit of making introductions. A connector is essentially the social equivalent of a computer network hub. They usually know people across an array of social, cultural, professional, and economic circles, and make a habit of introducing people who work or live in different circles. They are people who "link us up with the world...people with a special gift for bringing the world together".[5] They are "a handful of people with a truly extraordinary knack [... for] making friends and acquaintances".[6] Gladwell characterizes these individuals as having social networks of over one hundred people. To illustrate, he cites the following examples: the midnight ride of Paul Revere, Milgram's experiments in the small world problem, the "Six Degrees of Kevin Bacon" trivia game, Dallas businessman Roger Horchow, and Chicagoan Lois Weisberg, a person who understands the concept of the weak tie. Gladwell attributes the social success of Connectors to the fact that "their ability to span many different worlds is a function of something intrinsic to their personality, some combination of curiosity, self-confidence, sociability, and energy".[7]Mavens are "information specialists", or "people we rely upon to connect us with new information".[4] They accumulate knowledge, especially about the marketplace, and know how to share it with others. Gladwell cites Mark Alpert as a prototypical Maven who is "almost pathologically helpful", further adding, "he can't help himself".[8] In this vein, Alpert himself concedes, "A Maven is someone who wants to solve other people's problems, generally by solving his own".[8]According to Gladwell, Mavens start "word-of-mouth epidemics" due to their knowledge, social skills, and ability to communicate.[9] ;As Gladwell states: "Mavens are really information brokers, sharing and trading what they know".[10]Salesmen are "persuaders", charismatic people with powerful negotiation skills. They tend to have an indefinable trait that goes beyond what they say, which makes others want to agree with them. Gladwell's examples include California businessman Tom Gau and news anchorPeter Jennings, and he cites several studies about the persuasive implications of non-verbal cues, including a headphone nod study (conducted by Gary Wells of the University of Alberta and Richard Petty of the University of Missouri) and William S. Condon'scultural microrhythms study.The Stickiness FactorEdit

The Stickiness Factor refers to the specific content of a message that renders its impact memorable. Popular children's television programs such as Sesame Street and ;Blue's Clues pioneered the properties of the stickiness factor, thus enhancing effective retention of educational content as well as entertainment value.

The Power of Context

Human behavior is sensitive to and strongly influenced by its environment. Gladwell explains: "Epidemics are sensitive to the conditions and circumstances of the times and places in which they occur".[11] For example, "zero tolerance" efforts to combat minor crimes such as fare-beating and vandalism of the New York subway led to a decline in more violent crimes citywide. Gladwell describes the bystander effect, and explains how Dunbar's number plays into the tipping point, using Rebecca Wells' novel Divine Secrets of the Ya-Ya Sisterhood, evangelist John Wesley, and the high-tech firm W. L. Gore and Associates. Dunbar's number is the maximum number of individuals in a society or group that someone can have real social relationships with, which Gladwell dubs the "rule of 150."[12]


Other key concepts

Gladwell also includes two chapters of case studies, situations in which tipping point concepts were used in specific situations. These situations include the athletic shoe company Airwalk, the diffusion model, how rumors ;are spread, decreasing the spread of syphilis in Baltimore, teen suicide in Micronesia, and teen smoking in the United States.

Scientific

Some of Gladwell's analysis as to why the phenomenon of the "tipping point" occurs (particularly in relation to his idea of the "law of the few") and its unpredictable elements is based on the 1967 small-world experiment by social psychologist Stanley Milgram.[16]Milgram distributed letters to 160 students in Nebraska, with instructions that they be sent to a stockbroker in Boston (not personally known to them) by passing the letters to anyone else that they believed to be socially closer to the target. The study found that it took an average of six links to deliver each letter. Of particular interest to Gladwell was the finding that just three friends of the stockbroker provided the final link for half of the letters that arrived successfully.[17] This gave rise to Gladwell's theory that certain types of people are key to the dissemination of information....etc"

[grabster] 01/6/2019 20:03

See saw, Marjorie Daw

".. And Johnny shall have a new master.."

With the sheer amount of work NR is handling, is he about to split the ceo/chair role by appointing a new Chairman? (Or keeping that role and a new ceo?). With certain responsibilities see-sawing between them?

;-)

[ellissj] 01/6/2019 19:54

Lol spike, return of the tea tray :) atb ellis

[matheus7777] 01/6/2019 17:23

Thanks 772 and Evergreen, much appreciated

[spike_1] 01/6/2019 17:09

ellissj : re your: Remember them pictured outside with a huge red case that they went in with?.
Im surprised you missed that - it's the olympic sled! .... etc.



Best wishes - Spike

[lovat scout] 01/6/2019 16:29

Agreed Evergreen - for those that missed it trademark and IP clarification here, hence the possibility of a deliberate slow down in progress.