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[dr matthew rupert dingle] 30/6/2019 20:14

He is quite correct but made a typo...Corrected should read £1.60

[rogerbridge] 30/6/2019 20:09

What a plonker, he gets worse by the day.

[charo] 30/6/2019 19:50

TW quotes source that Chinese investment, if any, said to be at 60p.
Is there any comment from company.This today.

[ellissj] 30/6/2019 19:33

'Tomrs materials available today' - vrs leading 2D products providing the solutions that either 3D graphene and/or current tech cannot. Neill has often said vrs negotiates the best price they can - as you would expect. So In this oiler order, vrs are clearly in a field of their own in terms of their unrivalled product offering and solution fix, and appearing to offer a good cost saving benefit to the customer. Puts vrs in a very good negotiating position to say the least :) of, course - given vrs 2D products provide a 'wow' effect to testing results that rival 3D products cannot by definition, this exercise is being replicated in many tests, many trials, many sectors. Eg. As in the results achieved by +nanene in tests that persuaded gananomat to throw their lot in with vrs - having previously tested 3D graphene. Tests that neill said put vrs/gnano at the leading edge. It has always been my contention, and investment bet, that 2D materials would be adopted earlier than usual wisdom suggests for market disruptive materials, simply because the disruptive potential they offer are astounding versus the conventional. But now, i also see it's savvy positioning by neill and co to identify where vrs offering may be considered unique, are valuable in terms of cost savings benefits and be demanded in volume. A winning combo that achieves good margins. No wonder neill said 'long term holders will be rewarded.' Aimo. Glalth. Best ellis

[woodpeckers] 30/6/2019 19:01

Sadly missed the Andrea Ferrari interview, can anyone give feedback?

[woodpeckers] 30/6/2019 18:56

evergreen, eloquently expressed and exactly why I sleep well despite what some may consider to be an unbalanced portfolio.

[amt] 30/6/2019 18:44

Thanks guys. Very informative posts. Help my knowledge a lot. I saw the 100usd per gram quoted by googling it. Its always dangerous doing that I suppose. A little knowledge is dangerous. Mind you can't do any harm with it. It's not like I am president of the United States or about to become PM for example.
Glad to see though that its going to be multi multi billion market so whichever way you look at the potential is here for hundreds of millions in turnover.

[chezt] 30/6/2019 17:56

Interesting reading on this board this weekend, for which I thank all those who have posted. I am surprised though, that nobody has chipped in with the inevitable GET THAT STOCK MARKET OPEN!!

[evergreen8] 30/6/2019 15:13

Clear evidence of increased activity by those that will be hit hard by a rapid rise in share price
Very encouraging to see as it bodes well for LTHs.

Attempts to undermine perceptions of VRS value by conflating the price of coal with the price of diamonds (it is all just carbon after all) shows how creative the detractors have had to become in the absence of any honest argument that would substantiate their position.

The demand for the UNIQUE VRS product is unimaginably large. Yes there are many companies producing industrial quantities of material that does NOT produce the benefits that ONLY VRS can deliver but that is not the niche that only VRS can fulfil. That is why china with many hundreds of Graphene producers are ignoring their existing domestic supply chain and are looking to secure the future with VRS having tested our product and seeing it to be the ONLY one that delivers the benefits that they require to meet their 2025 plan.

This not a trifling matter that will only put a few pence onto the share price

China’s annual concrete consumption is more than 1 billion cubic meters. Adding 125g of our product per cubic meter doubles the lifespan of the concrete and massively increased its compressive and tensile strength reducing the volume requirement by circa 50%.

Importantly the structural limitations of existing concrete is simply not up to the demands of many significant projects that will be enabled by the ultra high performance concretes that will be available with our product.

The scale of the demand for our product is unimaginably large and that’s just for the construction sector in China alone.

Compare that with the pathetic attempts to downgrade expectations - Ant verses road roller - place your bets folks. GLALTHS

[tini5] 30/6/2019 15:09

Spud’s comment about Graphene pricing is totally irrelevant. The Nomad would not have agreed that an order of that value was worth an RNS - it would have been a reach announcement.

Can only assume then that the value of the order is significant when compared in context of current VRS contracts and revenue.

[luckyorange] 30/6/2019 14:57

The bit about the company telling the nomad what type of RNS it should be is a stretch of the imagination too far though, keep it realistic.

[woodpeckers] 30/6/2019 14:41

@TheNigelroberts Replying to @neillricketts

Well done all on this significant deal.

More Neill Ricketts Retweeted Nigel Roberts

huge for the company

[woodpeckers] 30/6/2019 14:39

Anyone free this evening might want to tune in...

Graphene Centre
‏@GrapheneUCam
Follow Follow @GrapheneUCam
More
Our director Andrea Ferrari (right) will be interviewed in @NakedScientists today.

If you want to find out why we recently put #graphene is space, don't miss the livestream from 6.25pm on @BBCCambs: …

@Cambridge_Uni @pembroke1347 @GrapheneCA

[luckyorange] 30/6/2019 14:23

I am never interested in PI guesses and always listen to or read company information, part of a loose transcript from the podcast included the following

"12Kg is financially significant because of the margins we are operating at. In competitive situation re pricing ‘cos, though others may not have our quality, may produce cheaper. Here a great situation as doesn’t work without the graphene . If used graphite or nanoplatelet not to ISO definition, they wonâ€482;t work - massive barrier.

Re prices, canâ€482;t say. CVD hideously expensive and bulk graphite powder cheap. But know our margins, operating at and forecast, make for a very healthy return for our investors."

Make of it what you will!

[grabster] 30/6/2019 13:33

Yes - it does sound more and more like a Monty Python "What did the Romans ever do for us?" sketch. ;-)

[tim3416] 30/6/2019 13:27

Funny to see the trolls/detractors have now gone from saying "ah but there have been no orders" to "ah yes, but it's not a very big order and not worth very much" Desperate and pathetic.

[grabster] 30/6/2019 13:23

I agree H.
Even the prices that Terence Barkan points to in the video referred to by Spid81 are guesses that are way out of date, and are based on volunteered feedback which is incomplete. There is currently a newer survey that Terence Barkan has circulated seeking data to update that earlier guidance which is acknowledged as very hit-and-miss because respondents are allowed to leave out sensitive pricing information and the majority apparently do so. The guidance on pricing is averaged from a very tiny sample, and some of the feedback is recognized as likely to be bogus..

[supernumerary] 30/6/2019 12:46

cookie - clearly there's potential, but you can't get away from the fact that it's a commodity. If the volume goes up, the price and margin will go down. So whoever supplies the million wells will have major capital expenditure to set up production facilities, for an ever-cheaper product.

Ricketts's solution to this seems to be to get the Chinese to do the heavy lifting, while VRS just gets a royalty and any production cream that's going around, but I find that hard to credit. It relies on the assumption that the Chinese are poor businessmen, which certainly doesn't chime with my experience, and that VRS has unique production expertise, which again doesn't seem to be the case.

There may be a use for graphene as an additive to the fracking fluid - it could change some properties in interesting ways, fluidity and viscosity for instance - but I don't think that's the application here. The RNS talks about components - my guess is that it's to do with packaging of down-hole instrumentation, but there's no way to know without further information.

Another take-home message of course, is that he's pretty desperate to put out some good news if he thinks this is worth the effort. I suspect most investors thought orders of this sort of value were what he was processing regularly, and not bothering to RNS, but apparently not.

bbm - it's obvious why he didn't put numbers in, and equally obvious that he's not going to start now. I doubt we'll get anything before the finals, and even then, if past experience is any guide, he'll hide as much as possible.

1ret - that's what I call the addressable market fallacy. Calculate a potential market size, then say 'and if xxx gets just y% we'll all be as rich as Croesus'. It never works out like that - if the market's big and profitable, bigger, stronger and cleverer players will move in and take it. These fantastical extrapolations never work out in practice, because before you can get a million wells, you have to get 100K, and before that 10K, and before that 1K, and even that seems a huge challenge for a company that's never had an order worth more than £100K. In six years.

[hoverflyman] 30/6/2019 12:46

One doesn’t want to get bogged down in $/g estimates, even NGC won’t have reliable figures since no substantial purchase of verified materials has yet been made; as highlighted by Jointer13 it’s sufficient for me that margins are high and estimated demand higher still.

[spid81] 30/6/2019 12:46

Hi Iretirement,

I hope you are aware that the product they purchased was GNP-HP not Nanene. If you read the TDS for GNP-HP it is 27% Graphite.
I keep telling you all that the larger lateral size of the graphene is more important to the smallest number of layers.(provided it is under 10 layers)

If your figures are correct, it will open up the door for all of the companies that can manufacture MLG or Graphene / Graphite mixes. It will all then come down to price / the performance offered by each manufacturer.

Have you had time to watch the Graphene Councils June 2019 video?



@supernumeracy, you should probably watch the video too. the graphene price for MLG and FLG is higher than the figures you quoted.

I did find it very odd that Terrance didn't mention VRS in the 15 minutes, VRS is the company to undergo their verified producer certification.
Apart from that, the graphene market is looking very healthy into the future.

[bbmsionlypostafter] 30/6/2019 12:12

Of course, Ricketts could have put some actual numbers in the RNS, and still can on Monday morning, which would clear this up instantly.

Curious he didn't in the original RNS.

[cookiejug] 30/6/2019 11:56

Interesting summary SuperN. Without knowing what the use is, and if it's only for initial scale up of a well there's no way to put a value on this ( although Superwhatsit's herd will say "it's going to be big"), but if you consider there's around 1.7 million wells in the US there is potential.

I do wonder if there is also a use in pumping wells to extract those final few drops...