Versarien Share Discussion Threads

[sandbag] 27/7/2019 12:57

From this week's MoneyWeek magazine under Shares - Three to Sell:

Versarien.
Specialised engineering materials producer Versarien fell deeper into loss last year after it's graphene business failed to produce "revenues of any material amount". Indeed, understanding just how much money it makes from the revolutionary material is "challenging", as it "doesn't disclose the value of it's deals with it's partners". A recent £5.2m share issue means it won't be tapping shareholders for more cash soon, and it hopes to establish a subsidiary in China. But it is operating in an "undefined market that is difficult to grasp". As a result we await "more concrete orders" before reviewing our rating. Sell. 129p.

Glad I didn't pay for this wonderful financial advice.
(By the way I added the apostrophes to "it's graphene business" etc. So that's investment and grammar the author doesn't understand.

[flatcoat1] 27/7/2019 12:24

I would like to see some development of cycling shoes with graphene. For cycling the sole needs to be as stiff as possible in order to transmit the power through the pedals, whilst weight needs to be kept to a message minimum. So graphene could seriously help here. But the other benefit is if the cyclist can receive power data to their bike computer. Typical bike power meters cost 500-1000 so they are not adopted through the average Sunday sportive. Yet getting feedback from power is so important, especially when looking at metrics like power balance between your feet. I believe the market for the sportive rider would be huge of you could have a very stiff shoe capable of transmitting power data

[1teepee] 27/7/2019 12:01

hTTps://www.bbc.co.uk/news/av/technology-43225687/is-the-uk-winning-the-graphene-raceThe answer is yes

[1teepee] 27/7/2019 12:01

hTTps://www.bbc.co.uk/news/av/technology-43225687/is-the-uk-winning-the-graphene-raceThe answer is yes

[hattie1] 27/7/2019 11:38

This great United Kingdom at the heart of a new industrial revolution with graphene , VRS the only certified graphene producer in the world, global domination and today being acknowledged by our new Prime Minister 🚀🥂🇬🇧

[matheus7777] 27/7/2019 11:31

Twitter link to Boris Johnsons Graphene speech from Sunday Times correspondent. Next week could be fun! https://twitter.com/DavidCollinsST/status/1155059985434521601

[smythe2] 27/7/2019 11:29

Versarien must now be heading towards the ftse 250/100 or a share price rerate on recent news at least.

[bbmsionlypostafter] 27/7/2019 11:24

CotswoldSparky
27 Jul '19 - 11:16 - 74991 of 74992
0 0 0
Great posts, superg. Thanks

Come on, has he ever made one that WASN'T great? Be real.

Hero worship of a thread starter is a cult behaviour & always ends badly. See Steamy on the QPP threads & Aberdeenman on CTAG.

It is also a HUGE red flag if the thread starter seeks to ban any poster who holds a position not 100% in line with the 'everything-is-awesome-Monaco-£10-meet-up-here-we-come-Roller-or-Lambo?' message or delete any post not in line with the cult groupthink, even if quoting factual info as found in the company's prelims.

Just like the post below in italics that superg deleted from the ramper's thread. Beware!

InvestmentGuru
18 Jul '19 - 11:53 - 73551 of 73552
0 1 0

I've just been reading through the Preliminary Results and have a question.

Revenue is shown as £9.14m.

Looking at the revenues apportioned to the various subsidiaries:

1) AAC Cyroma - £4.7m
2) Total Carbide - £3.2m
3) Versarien Technologies - £1.2m

That gives a total of £9.1m revenue. Am I therefore right in thinking that revenue from Graphene can only be £40,000 in total for the year?

HTH

[excelsior] 27/7/2019 11:22

Boris Johnson talking about the graphene age...In Manchester now

[superg1] 27/7/2019 11:18

Gortex

Just for mention as I recall it from reading some time back.

No need to go in-depth but it gives great idea of what the future holds

re graphene

"In fact the researchers say that their membrane will be a thousand fold more breathable than Goretex!"

VRS news

"including enhanced thermal and moisture properties"

[cotswoldsparky] 27/7/2019 11:16

Great posts, superg. Thanks

[superg1] 27/7/2019 11:16

Serratia

There was kit the Cambridge graphene centre with sensors in soles etc.

I didn't mention the smart clothing as mentioned in the original news. Teams already have tracking devices of their teams to monitor distance travelled speed and so on.

There were flashing up the data as each sub came off in the Ladies world cup. Distance travelled, average speed top speed etc.

Such live data tells teams if someone is flagging, not putting effort in, or hampered by a known injury. I know I would be in immense pain and debt it to stay on the pitch hoping to run it off. That is the nature of a competitive sportsman, they want to be on the pitch.

[ch1rp] 27/7/2019 11:13

Hey John,Very interesting about how much Gore are worth.Yesterday we were speculating on VRS brand naming of textiles like nanotex. We can see where this is going and how lucrative VRS will be in this sector alone:)))

[serratia] 27/7/2019 10:55

It will be interesting to see how the say soccer boot/shoe develops. For the sole it could be reduced in weight but still retain its strength. The formulation would not have to be too rigid to maintain flexibility.
The upper could be either leather or polymer. Coloured leather incorporating Graphene has already been demonstrated so more wear resistant waterproof leather or polymer both reduced in weight.
Inside the sole can have sensors using Graphene ink/RFID's to relay information on distance travelled and even the way the wearer moves spotting injuries etc.

[superg1] 27/7/2019 10:37

John

It's nice to see the full process of the evolution of the apparel side. As we can see each stage adds more in. 18 months from the first sign up to what looks like a build up to launch of products globally in the near future.

That is just one sector and it seems most major global brands are very interested.

I find is amazing that one brand is already thinking of a new type of football shoe no doubt based on the performance they have discovered by using graphene. I think that is pretty stunning, 1000s of idea get put forward within such global brands and few make the cut. Here we are with a new type of football shoe in play on the back of graphene, as they say shoe rather than boot, I'm intrigued.

[luckyorange] 27/7/2019 10:32

Gore in a collaboration with Bonbouton for health sensors but they use GO, wish they wouldn't it is a foul chemical process.

Good posts superg.

[johnveals] 27/7/2019 10:07

It will be interesting to see how graphene enhanced fabrics are marketed. Clearly the word graphene will figure somewhere but can Versarien or some recognisable Versarien brand name be incorporated?

W L Gore, a privately owned company based primarily on ePTFE had, in 2017, revenue of over 3billion dollars.

[1teepee] 27/7/2019 09:24

Luckily at least neill can make your wife happy;)

[1teepee] 27/7/2019 09:23

Thanks for you excellent contribution, :(

[superg1] 27/7/2019 09:06

So that sets out the news of the apparel manufacturer evolving into what we see now of many global brands in on the game to introduce graphene enhanced clothing and sportswear.

A NUMBER of well known global sports brands, not 2 or a few, a number.

From the web in the order of size, I've never heard of DKS (David Kerr sports) before

1) Nike.
2) Adidas.
3) UnderArmour.
4) DKS.
5) Puma.
6) Skechers.
7) Columbia Sportswear.

Well you can be sure if there is an advantage to be had for performance gain in the sports industry then its the top guys that want it.

So potential deals pending and products launched worldwide with a number of global sports brands and other global brands bringing better performing clothing and footwear to a market that thrives on the next new thing.

That's the market cap sorted and some all on it's own.

[superg1] 27/7/2019 08:58

Lucky

All I keep hearing is the potential is way beyond our imagination. So a quick look at that news yesterday piecing it altogether.

First up the original news

Graphene has enormous potential to enhance the properties of fabrics and can also be incorporated within them to enable 'smart clothing' to be developed. We are delighted to be working with this Partner who counts some of the world's leading apparel brands amongst their customers.

July 18

Fabric samples enhanced with graphene have been delivered which show a significant improvement in thermal conductivity of the fabric. Larger scale trials are underway which will include the required production process.

Aug 18 news same sector

pleased to announce that it has signed a collaboration with a prominent global sports and fashion goods manufacturer.

working on a number of projects involving the incorporation of Versarien's proprietary Nanene few layer graphene nano-platelets into polymer, leather, elastomer and textile structures.

the collaboration will aim to provide improved footwear and textile solutions aimed at the amateur and professional football sector, where the Company's partner has a global presence, with sponsorship of British, European and international top flight professional football clubs.

Dec 18

Apparel side

Commercial discussions in progress -masterbatch polymer blends to be trialled early January.

Football side

Samples and configured materials supplied to be compounded and tested in football boots.

July 19

First sample garments produced and independently tested to industry standards by a recognised UK based test house. The results show wide improvement in key areas when compared to a non-graphene garment. The key areas included abrasion resistance, moisture and air permeability, water vapour and thermal resistance, stretch, wicking and drying rate. A Second batch of garments is currently being produced and will go to other engagement partners for wearer trials.

Football side

Initial trials of a new Polygrene mix show significant improvement in outer soles with further development now underway. In addition, work has commenced on a new design for another variation of football shoe. Confirmation that this partner will also feature in the wearer trials for the garments referred to in the update with the global apparel manufacturer.

That bit links the sports company with the apparel news.

News yesterday LOI

develops and manufactures a range of different garments for well-known apparel brands globally.

follows successful independent tests carried out in the UK involving the incorporation of graphene into textiles via fabric finishes using Versarien's graphene ink technology

to enter into a formal commercial relationship regarding an initial launch of high performance sportswear. The LOI also commits both parties to further product development across different textiles and graphene delivery methods.

Further wearer trials are now underway with a number of well known global sports brands, along with other Partner customers.

[inaminute] 27/7/2019 08:46

But less interesting

[luckykids] 27/7/2019 08:42

Well the battle for VRS has been won.When I got home my wife after reading the latest news said "I really believe now it is going to happen"What a relief! The forward planning of the higher management is quite remarkable.Everything Neill has said has eventually happened. Considering the revolutionary nature of this market of course some things take longer than expected.I think this latest announcement and the confirmation AECOM is still onside has taken away the fear of some of the weaker holders which will mean the price is harder to manipulate now. Maybe the odd 5 or 10p swing but in the scheme of things who cares my wife is happy :)