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[superg1] 08/7/2019 16:51

On advfn it says it at the top of the news item

08/07/2019 7:00am
RNS Non-Regulatory

Obviously it's down to whatever site you look at.

This one is free.



I used to use to a lot for Aim bad news trading. It's a quick way to view all AIM news for the day.

In the select index box select FTSE AIM.

That then gives a list, before you do anything else choose the filter and change to 100 per page otherwise if there is a page 2 when you click it all news for all sectors comes up.

Note the ones that have RNS or RNS-R under the main news header in grey.

[ruminant plinth] 08/7/2019 16:50

A lot of work went into that you heathen.

[gspanner] 08/7/2019 16:47

Redchef
Thank you

[kilgallp] 08/7/2019 16:39

Thanks for your response SG1, I understood the difference between reg and non-reg, but looking at the notice I couldn't see how you could tell, which it was.

Looking at invetegate.co.uk, I've concluded (hopefully correctly) that non-reg are grey and reg are black.

Presumably VRS considered this significant news, but the Nomad did not consider it financially significant.

[markyboy5] 08/7/2019 16:39

Manchester

Once famous for its cotton mills, each one containing thousands of individual machines.

Not one big one.

And now it’s Graphene.

Lots of 3T machines not one big one, It’s simple.

That’s how I see it.

[superg1] 08/7/2019 16:38

On the area topic

Anyone new here should not confuse CVD graphene with GNPs.

A current example



2cm x 2cm single layer CVD graphene.


So 1 gram if you wanted it would cover an area of 1315m2.

1 m2 = 10,000 cm2 / 4cm x $200 = $500,000

Now you have to multiply that by 1,315.

So that comes out at $657 million in that example for 1 GRAM of CVD graphene.

CVD is an entirely different market

[1teepee] 08/7/2019 16:33

Well done versarien for today. Thanks Neill Ricketts and employees

[superg1] 08/7/2019 16:28

Just for the record I don't think £/$85 per gram is fair reflection of the likely price of what they supplied.

Don't get caught up in the prices of a few years ago at $100-$400 per gram. Yes those prices can be seen in research. Mclaren were in a hole having fallen for BS from a certain supplier, it didn't work they needed some sharpish,


The good news is, as explained by VRS, any collaboration has gone ahead with the prior knowledge of what the end costs are likely to be. So there will be no surprises to the big names on actual costs if they decide to go ahead.

What a big name would want is evidence of supply ability and continuity of that, because they also, in many cases, will be committed in a supply chain.

[axotyl] 08/7/2019 16:23

Thanks, mryl - that does make sense....

[superg1] 08/7/2019 16:20

Eel

Graphene can be supplied as it is, if the end user doesn't want graphene then as a master batch or straight forward supply of what the enhanced desired polymer.

Some time back they said some end users won't actual Nanene but a master batch supplied to their supplier etc.

There are many variations in the supply method.

What is need is expertise and knowhow right through to the end product as I believe certain product production processes end up with no gain. Nothing wrong with the graphene or the polymer just the wrong end method of production.

These are things that VRS learn along the way from their expansive network within the graphene industry, GEIC, UOM, Cambridge WMG, CPI and various other centres.

[mryl] 08/7/2019 16:15

Axotyl, it's because you are confusing the surface that 1 kg of single layer graphene would cover, with the volume that 1kg of graphene nanoplatelets powder occupies. GNP is basically a very fine powder in a drum. If you check out the density of graphene you'll find that it's not even that low, I've worked with much lower density materials in the lab.
So in terms of volume it's nothing out of the ordinary really. The only caveat is maybe that when working with true few layer graphene you don't want it to agglomerate so you won't put all of it in a single container and you want to avoid compressing it, you'll give it space to "breathe", so it may take a bit more volume due to all the air in the drum.
It's more the surface covered by a given amount of single-layer 2d material that is impressive, given how thin these materials are. A quick calculation, which might be wrong, tells me that the Barcelona football pitch (105mx68m) would be fully covered by 5.6g of single layer graphene laid flat.
I hope that makes sense.

[eel tamer] 08/7/2019 16:05

In solution is probably a more accurate way to say it.

[eel tamer] 08/7/2019 16:01

I believe there is a big difference in volume between Nanene (i.e. powder) and graphene integrated into a polymer (which I rather assumed was like plastic like polygrene pellets but now think can also be more like a liquid for this application). So if powder, not, 1kg of Nanene was supposed to be 38 oil drums though HP presumably less but not table sized. I think it's because it is dissolved in liquid form.

[pshevlin] 08/7/2019 15:50

That's quite a lot of space considering how much space all the gold in the world would occupy!

[axotyl] 08/7/2019 15:33

Thanks for the link, Aquae.

At 1m36s Neill's asked what does 12kgs of graphene look like? He replies it "would probably fill this table".

Anyone care to explain? I'd always been thinking of football fields, hundreds of drums etc. even for a few kilos.

[superg1] 08/7/2019 15:32

100 pods = 300 tonnes per year.

If the cost matrix for the end user fits then it's just down to how much they want.

Way back NR said to me the key is to get to 100kg per day, that was well before all this massive interest. Well the etch and knowhow can do that.

What does and out which some may not appreciate. All along we have said its about layer levels, dispersion, aspect ratios, defect ratios and other factors. The CPI selected VRS in all tenders they applied for.

That is because they have the right product that gives big gains.

Industry had been crying out for it, there was just none out there at commercial levels.

Now there is and look what is happening.

The dots were all there and if you could join them then this outcome of big name interest was predictable.


What we didn't know was just how many huge names are pursuing the use of nano materials.

Goldmans sachs put out a long document on this coming industrial revolution in Sept 2016. They listed the others like plastics, and concrete etc, a whole host of them.

They will be proven to be right and at some point in the future investing in REAL related companies will become a very hot topic.

Something to replace the current tech software type boom but without the billions of losses that companies create. Hot air holding most of them up. A bit like the US mortgage issue that finished banks, everyone is in so deep they have to keep the plates spinning.

[mavfav] 08/7/2019 15:30

Is see some wanting Neill to update on wheee we are re China etc but I'll ask Neill not to update.I want Neill to update in an RNS when it lands and catch those that flip and manipulate with their pants firmly down.I can't wait to remind TW how wrong he was when is said China will be at 60p.I'm gonna stick my neck out at 145-155p region That's my flag on my mast and I don't think we are done rns wise before the AGM not by a long way I know nooothing

[superg1] 08/7/2019 15:23

Its about 3kgs per shift so if you do 2 shifts they it's a couple of days for 12 kg.

[aquaesulis01] 08/7/2019 15:21

pcjoe,

12kgs is doable in a couple of days; Neill in his podcast circa 2.45 -2.52

hxxps://total-market-solutions.com/2019/07/05/vrs-latest-review/

[john henry] 08/7/2019 15:15

SuperG the defining factor as to whether todays RNS Warrants a regulatory or non regulatory note is the revenue worth of the contract as a percentage of total revenue.

[clint fleecewood] 08/7/2019 15:12

SG, one of the VRS criteria Neill mentioned re RNS' was for orders from a new territory. This is clearly one of those but the size of it did not warrant full blown one as far as nomad concerned.

[redchef] 08/7/2019 15:11

Gspanner, most of the bulls on here have held for 4 years or more having done a lot of research before deciding on VRS as the best Graphene investment. In that time most of us saw the share price rise 10x before falling back to 5x now. It's been an exciting time. A year ago the excitement was about the number of collaborations and it was the lack of firm orders that caused the share price to drop back. The Bears jumped on this and tried to undermine the shares prospects. These firm orders that are now starting to roll in are starting to snowball and most of the competition has fallen by the wayside as their tech did not stand up to scrutiny. This imho is the last chance to get on board at a reasonable price. DYOR of course