Versarien Share Discussion Threads

[jointer13] 25/8/2019 09:25

loglorry is a fascinating example of a shorter getting desperate.

[chimpandy1] 25/8/2019 09:21

How much have you lost on your short so far log? Tick tock

[loglorry1] 25/8/2019 09:07

To answer your "what difficult question" question..Let's start with pricing of their GnP offering nanene.

Not really a difficult question. What is it sold at (ball park will do)?

We know from other producers like NanoXplore, First Graphene, Sixth Elements that the price they are selling at varies. However it's around the $50/kg, and dropping, at the multi hundred tonne level. Fullerex also publish an industry survey that supports this.

So VRS have capacity now at 3mt/or of HP graphene or 1.5 of Nanene? We've never seen that stated in an RNS mind you but let's assume it's true.

At $50/kg that's revenues of $75k for Nanene. The 12kg sold so far just $600. It's been described by Versarien as immaterial revenues.

Ah but what about potential? High growth companies show hockey stick growth. Versarien has had collaborations stretching back 3-4 years. There's been no growth at all in graphene sales. Zilch.

Nobody can say that this won't change or that it will. However competing products are scaling rapidly eg NanoXplore with 10,000 T/yr production targeting $10/kg will destroy VRS's sales before they start.

I know you'll cry "quality' and verification etc. Well verification just means vrs paid the graphene council money to check their own tech sheet on nanene. That's all. You can ask them. So what? They verified that VRS can produce at small scale what they said they could. Also if Nanene is so much better where are the sales? Neill will tell you it's all going great but see prior post he would. The reality is no orders. If I had posted a year ago before the last AGM that VRS would book only 12kg of graphene sales at an undisclosed revenue amount the bulls would have gone mad. What will Neill crow about next year a 100% increase to 24kg?

VRS is a fascinating example of private investors getting carried away by stock promoters.

[loglorry1] 25/8/2019 08:52

Tim the problem you have is that your CEO Neill tends to agree with the bears regarding valuation. He's been selling his shares and exercising options.

He's only ever put about £5,000 into the business but sits on tens of millions of pounds worth of shares. I think it's pretty clear why he and his merry band of stock promoters dole out so much "amazing" news which never actually results in anything material in the way of sales.

Oh yes I know all the excuses put forward for the share sales. Has that school ever build their science lab with the donation?


2019-04-15 N.G. Ricketts SELL 307,970 @ 136.10p 419,147 9.93
2019-04-15 N.G. Ricketts EX 307,970 @ 29.00p 89,311 N/A
2018-01-26 N.G. Ricketts EX 278,720 @ 12.25p 34,143 10.53
2018-01-04 N.G. Ricketts SELL 250,000 @ 61.50p 153,750 10.36

[grabster] 24/8/2019 23:50

We know that Versarien have worked with (or supplied samples to) a maker or two of conventional pneumatic tyres. But I imagine that graphene might have a role to play in airless tyres such as these Michelin Uptis ones (elasticity; wear resistance; heat dissipation):





I'd be interested to see how uptis tyres behave on motorbikes being aggressively whipped around a race track. And also what happens when the gaps between vanes have stones or rocks caught in them.

[grabster] 24/8/2019 22:07

Thanks Lag.

Jean de La Verpilliere spoke at this Oxford dinner last October - presumably referring to the technology now reported. Has the story progressed? Or is it merely the same as stated then? If the latter, why no excitement in between?




(Paul Blackmore was there - from WMG)

[luckyorange] 24/8/2019 21:47

"Andy Keates wrote:
With respect, the article is incomplete without comments about the energy density of the battery cells. A commercial power tool battery already charges in 15 minutes. If you have fast charge and can maintain 750 Wh/l and 1,000 recharge cycles for phones, great. Fast charging in isolation doesn't tell the whole story. Finding a Gigawatt and cables and connectors to charge your Tesla in 6 minutes may also be tricky."

[laginaneil] 24/8/2019 21:22

Evening Scrutable,

Spotted that in small article in paper in pub - as you do!

Can see they won prize 10,000 pounds in 2017 from Cambridge Uni.

Maybe it's old news hence the two thumbs down ?

What interested me is what is the 'NEW' material - Nanene or BS !

Maybe Gnanomat territory eh?

[mandatory] 24/8/2019 21:19

I think £5 could conceivably be with us pretty soon.

Quite possibly not that long after the end of the test period for the Aecom arches, and the first commercial adoption of the structure.

Was the arch the subject of the Bristol meeting where all those government reps were?

[scrutable] 24/8/2019 21:16

Echion - looksto be a rapidly emerging, outperforming, disruptance (To coin a word unashamedly). Neill should arrange to meet these two asap.

[1teepee] 24/8/2019 20:20

Lets Hope gnanomat has better stuff

[laginaneil] 24/8/2019 19:36

British co invented new elec battery charges in 6 Min!
Echion technologies Sawston Cambs.
Replaced graphite with NEW material.
Inventor Dr Jean Dr la Verpilliere

[alchemy] 24/8/2019 19:35

Thinking on £5 delayed. Watching cricket highlights and had two glasses of Prosecco..

[alchemy] 24/8/2019 17:26

Just for the record ARMs take out marcap was 24 billionSo that's 18) 24000000000 = 1333000000Share s therefore one and a third billion I think do check that's 144 £s a share for us.When I ve got the Campari and Soda in , but not drunk , I m going to think hard as to when we get to five

[club sandwich] 24/8/2019 16:48

For the avoidance of doubt: I'm not saying for a moment that £5 a share will be any kind of end-point or final destination for VRS, just a stop on a much longer journey. If Ricketts actually delivers - or if he is removed and another CEO is appointed who can convert potential to contracts - the company could have many years, if not decades, of very strong growth ahead of it. In that event, VRS would be the go-to company for graphene and other 2D materials across the entire globe, in every sector. The ARM comparison is a good one - but instead of just chips in computer devices think graphene/2D in electronics AND composites AND construction AND plastics AND rubber AND clothing AND sportswear AND transport AND power generation/storage AND metals AND ceramics AND aerospace AND almost everything else.

I'm on record as saying VRS could be worth £100 a share eventually (no idea when, but if the above comes true then maybe 10 years?). But really, the global economy is so unimaginably massive and so much of it could be transformed by graphene - often in ways that haven't even been thought of yet - that really even that might be out by a factor of 10 or 100. Maybe even by 1000. First-mover advantage in an entirely new sector that affects EVERYTHING, GLOBALLY? Now that really is mind-blowing...

[forestfred] 24/8/2019 15:42

Matheus 7777

Ref £5..

I Loved the ref to Arm holdings how much were they a share at their peak or when they were bought ?


Was it £16 plus £18.50 obviously this could not be possible or could it

A lot thought 20p /25p was amazing and sold out .
F

[bobd29] 24/8/2019 15:19

Don’t often agree with you Clubbie but your logic seems spot on here! There are a lot of ‘ifs’ but these have been signposted by vrs at one point or another so if they materialise you won’t be far out imo. For the sake of caution, and external forces, I will go for the end of 2020 for £5 a share!

[club sandwich] 24/8/2019 15:14

If what we have been told is true, £5 a share - a MC of less than £1bn - should come a lot sooner than 4 years. If the amounts of nanene Aecom might need are in fact 'staggering', and the opportunities in China are indeed 'mind-blowing' - and we have every reason to believe both of those statements are true - I expect £5 a share some time H1 of next year (or sooner, depending on what materialises when). Of course the staggering orders and the mind-blowing oppos won't all show up at once, but once the first few significant orders arrive the penny will drop with IIs, HNWs and the wider markets that with (currently) c100 partnerships of one kind and another the potential is truly mind-boggling: and then I expect to see a mad scramble for shares.

*If* we get an Aecom deal and then a BIGT deal and then some Chinese contracts, we could easily be at £5 a share (or more) by year-end.

All just my own opinion, of course.

[east coker] 24/8/2019 14:41

'Sadly Festario is an arrogant fathead, the bully who cries foul when things don’t go his way'

Superb post ...

[festario] 24/8/2019 11:47

I was trying to be helpful actually, then the burning torch hate mob did their usual.

[tim3416] 24/8/2019 11:08

Terry, what difficult questions?? You or TW have no difficult questions! You lot just think the company is over valued that's it! That is your only argument and is not even an argument it's purely a matter of opinion and as I've said before if folk are willing to pay 1.20 a share it's worth 1.20 a share! Give us a difficult question relevant to folks investment here?

[pshevlin] 24/8/2019 11:07

I should bloody well hope we do Matheus otherwise I would be making a mistake investing here.(I don't think I am by the way and expect it quite a bit sooner. Neill has promised me a TESLA ;-)

[pshevlin] 24/8/2019 11:04

.....if it makes you feel better chillpill but events may well overtake your opinions.
I'll be watching from a civilised country.