Versarien Share Discussion Threads

[shavian] 15/12/2016 15:22

AGM news from Haydale disappointed

[superg1] 15/12/2016 07:52

Just tge way it is lucky. Change of fund manager or a tantrum small caps and they dump them.

BR made me smile as they said being out of commodities cost them underperformance. I recall when they just mass sold on the doom. They got out of all of them. For some I see they list VRS under chemicals ??? With one it was only one other under that title.

[luckyorange] 14/12/2016 16:01

The little monkeys, always amazes me that they are happy to sell at a loss, possibly positioned themselves to sell the rest into any rise or maybe another II will knock on the door and take a lump off them?

[superg1] 14/12/2016 14:29

Thinking outside the box.

VRS are clearly chatting to Victrex too. I know what my answer would be now re

"Well you can't put it into PEEK without us really"

Nice move Mr Ricketts.

[superg1] 14/12/2016 14:15

TP

Well that explains the maths by my reckoning Allianz were about out but we were held back by something.

[the prophet] 14/12/2016 11:00

just released, City Financial Investment have sold down part of their stake, now under 5%.
Could mean more supply around?.....good news if you want to pick up the shares at a decent price and in volume.

[spike_1] 14/12/2016 10:51

FYI, did a small trade just now - at 11p to buy suggesting all today's trades are buys.

Best wishes - Mike

[serratia] 14/12/2016 10:04

Applications
One major engineering application is oil drilling components, such as seals, compressor rings, valve parts

Is there a link here as VRS make those parts via the hardware division ?

[bazzerp] 14/12/2016 09:31

From Wiki - the Applications look interesting.

PAEK plastics are characterized by phenylene rings that are linked via oxygen bridges (ether and carbonyl groups (ketone)). The ratio and sequence of ether to ketones mainly affects the glass transition temperature and melting point of the polymer. It also affects its heat resistance and processing temperature. The higher the ratio of ketones the more rigid the polymer chain, which results in a higher glass transition temperature and melting point. The processing temperatures can range from 350 to 430 °C.

Plastics that fall within this family include:
PEK
PEEK
PEKK
PEEKK
PEKEKK (polyetherketoneetherketoneketone)

Production
PAEKs can be produced in two ways, one is called the nucleophilic route and the other is called the electrophilic route. The nucleophilic route has the formation of ether linkages in the polymerization step. The electrophilic route has the formation of carbonyl bridges during the polymerization step.

It can be processed using all of the typical thermoplastic processes, such as injection molding, extrusion, compression molding, and transfer molding.

Applications
One major engineering application is oil drilling components, such as seals, compressor rings, valve parts, gears, bearings, and wire coatings. It is also used in the chemical pump industry because it can withstand the temperature, stress, and has the corrosion resistance. In the automotive industry it is used to make gears and thrust bearings in transmissions.

Due to its excellent resistance to hydrolysis it is used in medical devices because it does not break down when sterilized. PEKEKK is used to make surgical implants, such as artificial hips.

[luckyorange] 14/12/2016 08:02

I have had a little moan in the past re:collaborations and revenue as vrs had so many on the go but nothing to improve the bottom line,this is the sort of collaboration I do like!

Scratching each others backs and each company benefits from it, vrs also allowed to sell the same product, a good deal by any standards.

[superg1] 14/12/2016 07:25

More to come Che in the not too distant future.

As I say I've done a lot of work on these and we can't post everything we know and learn. Not inside info just not alerting competitors etc. Folks from the open day know of some bits

One bit I was asked not to post having found it.

[che7win] 14/12/2016 07:20

Interesting announcement.

[superg1] 14/12/2016 07:15

That may help explain why they have tripled GNP production.

[superg1] 14/12/2016 07:13

Just of note that one is regulatory news. The original OEM news and other collaborations have been non reg. Therefore there must be something material in taht news.

IE detail in the background meaning in must be near term probably explained by the customers comment.

"We have already had enquiries from our customer base to use these materials and look forward to developing a range of specialist materials that meet the needs of industry. "

[superg1] 14/12/2016 07:09

More customers and more products by the look of that news this time in PAEK with customers already lined up it seems for both companies.

I like the method of delivery by an agreement to use facilities and expertise which is far less risk then setting up your own base from scratch and it's flat pack ready to go etc.

[superg1] 14/12/2016 06:47

Anley

re

"BUT production has to be geared to uses which make profit and that seems to be difficult to pin point at the moment."

It's not difficult to pinpoint it was in news.

'We have established collaborations with a number of partners and look forward to announcing graphene enhanced products over the coming months as they are launched by our customers.'

So product launches are on the way and when they happen we will will get to hear about them. Don't forget it could include that OEM as the news in October stated they wanted to launch products within 6 months. That OEM has taken a small first order then a much bigger 2nd order. You don't need GNP orders that size to evaluate performance.

I assume some consider such launches are relevant.

So no need to sit wondering they are on the way as stated in news.

[superg1] 14/12/2016 06:39

I looked at graphite a few years back as some were talking of investing.

I didn't take an interest because it seems common. EG one report I read said there were a number of moth-balled mines around the world.

Like Shavian I mention Sri Lanka and Canada as I believe vein graphite is the best (Sri Lanka) and seem to remember that type was also found in Canada.

Now when it comes to graphene I was present at the open day when one guy asked Craig the scientist whether the source graphite was key to results and purity. His answer was "No not really"

So I'm not too worried about the source and as in posts one produces graphene from coal.

[shavian] 14/12/2016 00:06

Anley, Supply of graphite is not an issue, especially if you are a pencil manufacturer. High quality large-flake graphite is much rarer, especially outside China, which may soon ban its export. Large flake graphite is essential for refining to 99.99% purity which it what you need for lithium ion batteries and the 'pebble bed' small nuclear power stations of the future. For that only a few projects, mainly in Sri Lanka and Canada, can deliver the goods. Northern Graphite and Canada Carbon spring to mind (I hold both).Fortunately, to produce graphene, all you need is a pencil and some Sellotape. Oh yes, and Versarien.

[superg1] 13/12/2016 18:55

Anley

Have you read the thread.


Then with all your experience you are about to learn something and that is to do your research or be left saying "didn't see that coming" :-)

[luckyorange] 13/12/2016 18:12

Ahhh, graphite , plenty of that around without BEM :-)

[luckyorange] 13/12/2016 18:08

They just produced £100k worth for a customer anley,not aware of anyone else producing GNP's of that quantity and quality, I think that you or I have missed something? Have no idea what you mean with your last sentence by 'buy and turn into a profit', but will look

[anley] 13/12/2016 17:37

I can see from all the posts made on this B/B that there are so many uses which is great......BUT production has to be geared to uses which make profit and that seems to be difficult to pin point at the moment.

The case of bike tyers is a good one.........what is the cost of a new graphane tyre .V. standard bog tyre which may or may not shave seconds off what!!

BEM on AIM is looking for graphane in Finland and so far so good but it will take years to produce the stuff for Mr Ricketts to buy and turn into a profit..........so have a look at what they are doing - its interesting.

[luckyorange] 13/12/2016 16:34

Ride into the future on bike tyres made with graphene
Cyclists shave seconds off times as sport helps pioneer use of wonder material



Moreover, the different methods of making graphene mean that it varies in quality. Neill Ricketts, chief executive of Aim-listed graphene producer Versarien, which makes advanced materials, says: “Graphene is very similar to buying tomato sauce: there’s Heinz at one end and budget brands at the other.”

[luckyorange] 13/12/2016 11:16

That's AIM for you anley, mm's are very good at making money out of it, reminder of the rules

You buy and the price goes down

Sell and the price goes up!