Versarien Share Discussion Threads

[kemorkid] 22/8/2019 09:26

I can sell 50000@117.77 now but won’t
Maybe if they changed the first one to a five I might reconsider 🤪🤪

[andy] 22/8/2019 09:23

off topic


luckyorange21 Aug '19 - 22:16 - 77265 of 77282 0 1 0
I wonder what this HS2 review is all about eh? Maybe they think that they need to update and modernise the current railway,

------

exactly, spread the money around and upgrade ALL lines, rather than blow a fortune on just one. I bet a non stop Euston to Birmingham train wouldn't be too much slower, is the few minutes shaved off worth £8- billion?

[2dinvestor] 22/8/2019 09:15

I've not been keeping up, so apologies if this has been posted. When the 5 arches were built for testing 165kg of polygrene was used (I've checked my GEIC notes it was the initial 50kg plus 115kg out of the additional 250kg that was available). The bit that I can't help with is what loading of nanene is, but good luck finding that out :)

[fireball xl5] 22/8/2019 09:10

Cement that deal. The vibrofoot comment leads me to believe that there are volume related terms or payments that kick in when commercial targets, penetration levels are met. The risk is shared in some way to maximize the benefits should they be forthcoming. BWDIK.

[shavian] 22/8/2019 09:06

Double that, Ade

Edit: at least!

[woodpeckers] 22/8/2019 08:48

Shavian - "Just think how much material of all kinds this giga-project is going to require."
Exactly and that's why I can't take the smile off my face since reading... "AECOM-Collaboration progressing well with additional collaboration agreement signed to investigate graphene enhanced concrete structures."

We're trying to work out how much Polygrene might be used for the arches but when we get to the same stage re concrete ...think we're going to run out of fingers and toes between us to calculate the numbers!

[tim3416] 22/8/2019 08:47

Of course pshevlin because you're such a staunch supporter of Versarien...lol (note the e in Versarien) ;-)

[shavian] 22/8/2019 08:34

Every investor has his price Peter, even me. But just think what that price would have to be to prise shares out of the bosoms of most of us here!

[superg1] 22/8/2019 08:33

Shavian

They won't buy scaled, those type of conversations went on. This is unusual for Aecom to develop a product. However they knew of the problem that needed fixing, VRS has made that fix possible.

They will form relationships and yes nice to see them calling Versarien "Their materials supplier"

[pshevlin] 22/8/2019 08:30

They are NOT having Versarian!!

[shavian] 22/8/2019 08:29

Grabster: AECOM to date has been primarily a consultancy group rather than a manufacturer, so buying Scaled would not sit easily with their business model, which is to progress solutions for their clients through collaborations and joint ventures such as the one we are currently enjoying so much.

Might this philosophy change in the future? Dunno, you would have to ask them. I think perhaps it might as AECOM’s presence throughout the world continues to grow apace. Their deep involvement within NOAM city in Saudi might be the catalyst for this. Just think how much material of all kinds this giga-project is going to require. 3D printing of composites is bound to play a significant role here, and we have now learned that Graphene (or more specifically Nanene) greatly improves the squirting of polymer out of the 3D nozzle as well as all of the good qualities it imparts to the finished product.

Should AECOM decide to get into on-site manufacturing as part of their service surely it would THEN be logical for them to acquire both Scaled and Versarien. Just musing of course, but sticking like glue to my shares in the meantime!

[superg1] 22/8/2019 08:17

Yep it needs some sound

[chumbo1] 22/8/2019 08:14

I took it to mean they aren't ready to launch yet but when they are the commercial framework is already agreed. Query re Nanene branding - my thoughts. Context:Production relocation caused temporary delay to the project. Initial compounding of materials has now been successfully completed with different variations of materials and loadings. Further tests now underway and first samples to be produced. Commercial understanding over a launch product in place.

[johnveals] 22/8/2019 07:50

What is the context grabster?

[grabster] 22/8/2019 07:43

"Commercial understanding over a launch product in place" (referring to the collaboration with shoemaker Vivobarefoot). (p10)

What exactly does that mean or imply?

[grabster] 22/8/2019 07:03

"We are always looking at new opportunities for growth via acquisition to expand our product base and market" (Neil Ricketts, p8)

I know some here have suggested Scaled as a possible target (to buy under the Aac Cyroma wing?) - but looking at the badging of the CNCT arch, isn't Scaled more likely to accept a bid from Aecom than from Versarien?

In which case, has anyone spotted any other names that might already be among those "we are always looking at" in recent months?

I kinda hope it doesn't include Arrival Ltd who are a near neighbour of Cyroma in Banbury - and whose electric vans/trucks have been spotted in the locality in Royal Mail and DHL livery - but who are at too risky and expensive a stage in their development. (They could so easily go the way of Modec, and Smith Electric Vehicles and be easily outplayed by some global auto giant). I would rather see Arrival as a customer - albeit as a very small one compared with the many giants that Versarien is courting.

[fireball xl5] 22/8/2019 00:10

HS2, I wouldn't be cynical to suggest Boris is refunding goodwill? A second bite at the cherry, well I never. Well let's see if he can trip the 30 day zip wire.Love the flash AECOM digital signal arch. Needs some slick sounds Bloomhttps://youtu.be/0tNL5UTgDYE

[alchemy] 21/8/2019 22:41

It's not about our focus. Sadly. .

[luckyorange] 21/8/2019 22:16

I wonder what this HS2 review is all about eh? Maybe they think that they need to update and modernise the current railway, hopefully they will put in the Northern link to Birmingham though.

[owenga] 21/8/2019 22:04

Aecom seems to be ratcheting up the advertising.. maybe the full launch is getting close!

[owenga] 21/8/2019 22:03

Lol, I'm using an iPad and it works fine??

[luckyorange] 21/8/2019 21:53

Your link doesn't work for the poor owenga 😐

[owenga] 21/8/2019 21:51

Enjoyed reading the annual accounts today.. does show just how slowly the collabs move forward. But at some point they will all start turning into orders when they move into full production. At some point there will be a tsunami of new orders before long. And I'll still be holding my VRS shares when that happens and I will smile broadly!

[festario] 21/8/2019 21:45

I note the Scaled branding alongside the AECOM branding on the arch. We don't need Versarien on the product, it's irrelevant.... but if Nanene was being used, I'm sure that would appear as a trademark.I assume it's the higher layer GNP's to be used.