Versarien Share Discussion Threads

[grabster] 28/8/2019 14:59

CS - I have always presumed they were excited exaggerations - but that what they referred to was certainly big enough to prompt a few 'Wow"s - whilst leaving open the possibility that they weren't exaggerations at all and we all simultaneously punch fists through the ceiling when the big news breaks ;-)

I do regard the 2D revolution itself to be phenomenally bigger than the public at large are aware of, and that Versarien are well placed to be an early winner in what will become an ever widening field.

[forestfred] 28/8/2019 14:21

Just filtered a few more trolls suggest it’s worth a go .
:-)
Ff

[club sandwich] 28/8/2019 13:48

grabster - so back to my original question: what does 'staggering' and 'mind-blowing' mean to you?

[grabster] 28/8/2019 13:46

- and by that same Xmas, whatever we do have, no matter how huge, CS will still (as ever) be posting about what we don't have. ;-)

[club sandwich] 28/8/2019 12:58

While we wait for commercially-significant news and/or a BIGT deal (which of course may in itself be commercially significant), I'd be interested to hear any speculation anyone may care to offer as to what 'staggering' or 'mind-blowing' might mean.

I have my own ideas - which I won't expound now for fear of being accused of ramping - but I'd be interested to hear any ideas anyone else has.

And welcome to the latest VRS recruit. Let's hope you don't have to wait as long as some of us have waited to see VRS achieve global importance, commercial significance and have a life-changing impact for s'holders.

I think one thing is clear: by Christmas we'll have a deal in China and at least one significant commercial contract - or a new CEO...

[battery] 28/8/2019 12:38

Neill on twitter this morning:

"For those shareholders confused about the AGM, anyone can attend but you will need to prove that you are a shareholder to vote.We will be publishing some advice to our website about standard AGM protocols to help. With over 200 attending last year we have increased the capacity."

[loglorry1] 28/8/2019 11:40

Aquqae - that's a reasonable argument. The only issue is that there is absolutely no evidence that VRS is a "high end premium producer". Further, can you put a price on that. I'm certainly willing to accept that for a very high quality product they may get around $150/kg for small orders say around 100Kg mark. How on earth do you think that justifies a £200m market cap. Even at your projected 10MT level that's $1.5m in revenue. Production costs despite what you might imagine and CAPEX and G&A will take a large part of that so what $300K profit? Also it certainly looks like prices are falling dramatically even for quality product so that sort of price is unlikely sustainable.

The numbers don't add up.

The verified producer thing just means VRS paid The Graphene Council to test their graphene to make sure it met their own tech sheet specification. Despite claims of being the biggest Graphene org in the world they are not really. It's free to join and that's where they get their membership numbers from. It's really not a big deal but obviously plenty of PR can be made out of it and we know who is good at that.

[superg1] 28/8/2019 11:34

On the mosquito front.

A bit of gimmick type news that the media has caught hold of due to the worldwide problem with mosquitoes.

Ignoring that point it's a good advert for graphene as many have not heard of it.

The particular graphene is not the current VRS game, as they are talking graphene oxide and reduced graphene oxide in that news.

[superg1] 28/8/2019 11:31

AD

Fancy a bet on your exit price :-)

To be at £2.60 it means that deals have moved on or other news impacting things. At that price bigger fish will no doubt be holders.

So at that price it will be for material reasons and which point you'll be in "hmmmm, what if" mode.

Unless you are the 1 in 1000 type investor that sticks rigidly to plans, and has great discipline when it comes to investing.

[grabster] 28/8/2019 11:26

A picture of Neill Ricketts, the alchemist:

[alchemy] 28/8/2019 11:17

"Rapid Growth" ? Not yet officially visible , so that's bullish !

[cashorcard] 28/8/2019 11:03

loglorry1 - thought your time to shak would have been paid back by now after he helped your family out of the Bank of Ireland bond issues? Obviously not with the effort you're putting in here lol, unless of course you have another agenda ?

[alchemy] 28/8/2019 10:40

On the Alchemy behind Versarien ......look no hands!

[mikebrenner] 28/8/2019 10:37

So we stop churning on this Neill has reports from a company called Argus Vickers which allows him as the CEO of a listed company to see just entire share registry including who the end shareholders are that buy through platforms like HL, Barclays, AJ bell etc ... so he will know your surname, number of shares held and if it's in a sipp, Isa or trading account. He will get these monthly and I assume will get a report just before the AGM so as long as you haven't just bought then it won't be a problem (you can always show in your app the purchase as proof anyway)

[aquaesulis01] 28/8/2019 10:37

loglorry, noting the bear argument has moved on from where is the market for graphene, to what price can you get for it, worth quoting from a mass producer of lower end graphene (Nanoxplore CEO) who in answer to the question "How would you describe the landscape in Europe when it comes to the manufacturing of high-quality graphene?". Responded, "There are numerous graphene companies throughout Europe now. However, the scale of graphene production here is quite small in comparison to the rest of the word – particularly North America and China. In Europe, graphene production tends to be more specialised towards high-end and niche type applications rather than being geared towards large scale volume production. The production of graphene in other parts of the word, such as Australia, the Middle East, and Africa, cannot really be compared to that which exists in the West as it is still at quite an early stage".

Now being specialised in high-end niche type applications that attract a premium (esp if you are the only independently verified producer of high-end commercial quantities) is not a bad place to be with current REACH rules for graphene restricting production to 10 tonnes. So let us wait and see what proper high-end graphene sells at eh?

[kemorkid] 28/8/2019 10:34

Very low volume this last while .
Must be slot of thick skulls out there.

[ad631] 28/8/2019 10:30

SC: I'd only give three pieces of advice: 1: do background research RNS' etc before investing 2: don't look at votes up or down, and 3: most importantly BE YOURSELF when posting - don't post what you think people want to hear e.g. my exit price of £2.60. Good luck.

[jointer13] 28/8/2019 10:29

I see that neill got business leader of the month for sept. (south west business insider"

"BUSINESS LEADER OF THE MONTH
Neill Ricketts on the alchemy behind Versarien’s story of rapid growth"

[luminoso] 28/8/2019 10:29

Thanks superg. The only difference this year is that my shares have been switched in to a nominee account a few months ago. Last year I was on share register but I guess I am under the umbrella of Charles Stanley now.

[mikebrenner] 28/8/2019 10:28

Remember it's a cost benefit requirement too - if low cost Graphene oxide and solve the problem by a) strength in textiles makes it harder to bite through b) can filter out chemical signals that mosquitos use to sense blood then it's not a big use case to VRS short term. I think it helps to move away from a "they should all work with VRS as we are the best" view on any market development or research and instead categorise into a more critical view of where should we spend our time view of cost of Graphene v benefit required = value created viewa) problems that ONLY VRS material can solve today (Aecom, O&G drill string components) - these are where we have a higher pricing power and as above are v valuable if solved e.g you can't 3D print the arch without Graphene, the drill string failure costs £100'sK to millions when they are downb) Problems where we are x10 better than the competition and where performance matters e.g textiles for sports, sleds at the Olympics and downstream auto / aero applications - again a great place to operate where we will have pricing power and scale but are ultimately creating very disruptive products that should take high market share over timec) Problems where we will face competition as the cost v benefits required to create value are lower - I don't want VRS to spend as much time here as we will face major pricing pressure as "others" can solve these problems too. The only reason to do deals in this space is for other reasons e.g plastic bottle opps where we can reduce the amount of plastic used by say 30% but the question is what is the cost of a plastic bottle to an FMCG brand (F-all!)? a deal like this is for economies of scale to ramp up manufacturing and use this to then better go after a) and b) opportunitiesIn short - chill out, it will be a big market, competition is for investing mugs (it erodes profits away and ultimately as capitalists and investors we like profits!), we have a plan and a focus for good reason, let others focus on the c) opps and make noise esp when it's still lab based research and not even live commercial applications!!

[ad631] 28/8/2019 10:19

Not experiencing the 'squeaky bum time' syndrome...just yet!! A positive game changing BIGT RNS would obviously not go amiss :)

[loglorry1] 28/8/2019 10:18

@cash when VRS pay Vox markets or Total Market Solutions for a soft interview does Neill insist the fee goes to an agreed chosen charity? I'm pretty sure I'm right about the other ludicrous conditions he laid down but really who cares? The fact he's not prepared to be open and honest and answer un-prepared real-time questions speaks volumes to me.

Regardless its all just noise. Where are the sales?

[cashorcard] 28/8/2019 10:11

loglorry1 - ref the debate, actually TW turned down NR due to the fact that he couldn't take any money from it. The only condition on twitter from NR was that money to go to an agreed chosen charity and that the moderator to be mutually agreed. No mention of venue or audience that I can see?

[laginaneil] 28/8/2019 10:01

What about this graphene inks material VRS are using for sport wear.

Has it been tested on mosquitos?