Versarien Share Discussion Threads

[superg1] 20/12/2016 07:36

Plenty more to come it seems

[luckyorange] 19/12/2016 11:43

Victrex next?

'FUTURE PERFORMANCE
Engineers are constantly pressured to maximize performance
while minimizing component size and weight. For more
than 35 years, Victrex has collaborated with customers from
various industries to push innovation and deliver solutions
such as metal-replacement polymers that can withstand
the harshest operating conditions. Lightweight, durable
solutions that outperform metals–that’s future performance.'

[serratia] 19/12/2016 09:15

Fern £8m turnover, £230k profit. Profit jumped from last year on static turnover due to a reduced cost of sales.

[bazzerp] 19/12/2016 09:11

hxxp://www.scafellorganics.com/manufactured-products/

hxxp://www.fern-plastics.co.uk/moulding.html

Very promising

[superg1] 19/12/2016 08:52

I would imagine the businesses involved are just as excited as VRS.

[superg1] 19/12/2016 08:51

I don't know their capabilities but can now see how VRS can produce those printer heads as they said they didn't have the ability to produce them.

A bit of a trend forming re companies with automotive customers.

Just like the NGI link up they now have access to £millions worth of equipment and expertise for free but they offer something unique in return.

It confirms they are a real business looking to make real money not just talking it up to get the next fund raise sorted.

[billbyrne] 19/12/2016 08:18

I think Iain Graham MD of Fern puts it quite well, we are proud Versarien selected Fern.

Iain Graham, Managing Director of Fern Plastics, commented: "We are proud that Versarien selected Fern. Innovations in polymer materials are very seldom and this is a unique opportunity for my team to demonstrate their vast experience in plastic injection moulding and tools in driving the practical implementation of this truly remarkable technology."

[shavian] 19/12/2016 07:56

Yes, a clever way of doing business. Fern Plastics of Wolverhampton make a huge range of widgets for a variety of industries especially automotive. This brings VRS to the attention of some more key potential customers.

[rogerbridge] 19/12/2016 07:46

This is a very smart move by VRS, more expertise and added value.
Fern are a very impressive company, I know them from the past.

[luckyorange] 19/12/2016 07:11

Another great collaboration, the best solution to providing products without big fundraises, well done again Neill!

[shavian] 19/12/2016 00:40

Nice one SG. Points taken

[superg1] 18/12/2016 21:09

Talga

2010 annual report.

They arrive on the ASX and they are going to be mining gold. Created chasing the hot sector gold and stated as such.

2011

Talga was created as a listed vehicle to raise investor capital to fund an energetic gold exploration programme.

All about their gold plays no mention of graphite.

Gold obviously becomes boring as in March 2012 they decide Graphite and Iron ore is where the hot sector is.

As in the pump news to justify the move.

Worldwide “Graphite̶1; market estimated to be worth US$12
Billion per annum*:
Graphite Electrodes US$5.5 Billion
Carbon Fibres US$3.0 Billion
Specialty Graphite US$1.0 Billion
- Blocks, Molds and Pieces
Granular & Powder US$1.0 Billion
All Other Graphite - Products US$1.5 Billion

The 2012 annual report talks about Gold, Iron ore Copper and now some graphite mines. That $12 billion graphite market ???

It then bounces along with various drilling results and resource reports with fund raising here and there.

Then 15th October 2013 they do a presentation on their fabulous graphite mines and the $1 billion graphite market. What happened to the other $11 billion they mentioned before to get backing ???

They don't mention graphene in the 2013 annual report.

In January 2014 they mention an option to produce graphene. Obviously not happy with the 7 mill tonnes claims of graphite, gold mines, copper and iron ore, not happy with the multi billion $ markets they claim to be in, lets talk graphene.

In Feb 2014 they start talking of the breakthrough and a potential pilot plant.

2014 annual report

Gold has been dumped it's all about graphene and graphite now.

They sold their first graphene in July 2014

Iron gold and copper is more or less shelved now, "No resources to exploit it" Never mind the repeated fund raises along the way then. Those have become "Non core" but hey just a year or two prior they were the best thing on the planet.

Revenue from sales after all that spending and first graphene sales came to about £5k


Lot's of talking about what they are going to do but little delivery.

2015 annual report and some more multi million fund raises it's getting to be all about graphite and graphene.

"Vittangi targeting dual production of approximately 46,000tpa graphite and 1,000tpa graphene over circa 20 years from 250,000 tonnes per annum processing mill;"
Note the 1000 mt per year graphene claim.

Revenue from sales about £60k.

They identify about $30 mill needed to take the production forward to get graphite to produce graphene.

"receipt of binding off-take for greater than 1,000 tonnes graphene."

[luckyorange] 18/12/2016 20:03

:-) They are also talking about getting a patent on the electrolysis part! Good luck with that one lol.

Their annual report makes interesting reading, you are right, their earnings are abysmal but managing to make large placements, and they have an agreement with Haydale!

[superg1] 18/12/2016 18:57

The trouble with just saying ooohhhh Talga is dropping in cold on them thinking that looks good.

If you have watched them for any time or looked back at news you will see they have been talking a good business for years but haven't delivered a lot.

I'd have to go back through annual reports and will.


Some quick points though. The process includes production of graphitic material which is simply small lumps of graphite. That no doubt by weight will be the greater part of the process. Then when Talga talk GNPs they actually mean anything from 10 to 100 layers which isn't graphene and won't perform like the GNPs we talk of. When they say FLG they mean up to 10 layers.

They love to big it up and say we are looking at the xx billion concrete market and xx billion filtration market or why bother which such small numbers when they say this

"Talga intends to enable widespread adoption of graphene in markets worth over $700Bn."

So they love to over-state it so that's what you have to bear in mind with them.

EG they have been around for a few years with various mines including iron but their sales revenue last year was about £50k.

I'll have a closer look but expect to find a good amount of BS as we found out in the rugby matches down where they are based :-) (For the Aussie viewer).

[luckyorange] 18/12/2016 17:32

Seems like they are making advancements but difficult to tie down the quantity of GNP's v multilayer and graphite they produce and what goes in what... however they have decided to call their product Talphene, wonder what VRS will call theirs?

[luckyorange] 18/12/2016 17:20

I would guess a different target market Shavian. They want to use everything that they produce from the graphite by the look of it and they mention their target market.



Would be interesting to hear Neill Ricketts opinion of them though?

[shavian] 18/12/2016 16:16

Thanks for the Talga link Lucky, they are quite an interesting Aussie firm with a topgrade graphite mine in Sweden and a process lab in Germany. They claim to be into 1-5 layer graphene, and your video link showed their claim to a process for mass production at low cost of graphene in solution. Here's the graphene summary page from the Talga website:



If correct, how much of a threat would this pose to VRS going forward SG? Sooner or later mass production of graphene at low cost is bound to emerge. Are we likely to be left on the shelf by the big boys? SG1's research would suggest that what counts is the expertise and IP in getting the graphene into the applications that counts for VRS, more than the production of the GNP themselves in the first place?

[superg1] 18/12/2016 09:50

Been busy this week hence little posting.

I've been mulling over Scafell and why a regulatory rns. Bearing in mind other collaborations have been non reg. VRS are strict on that so the news must be material.

The news said they already had enquiries from their customer base.

So that means either Carbide customers or AAC customers.

Wiki PAEK

"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."

So it would seem with Carbide oil and gas customers that is one likely route and opens up a whole new supply business for PAEK.

The strength range gain for .5% to 3% loadings was 21%-32%.


Obviously in those high pressure and wear uses you want it as strong and as reliable as you can get.

So now end users that use PAEK now have access to a supplier that can produce PAEK with 21% to 32% gains.

Perhaps it's the first time such enhanced PAEK will be commercially available.

I note the performance document uses GNP XT which I have established is the few layer version thus very few can do it and I don't know if anyone else has proven data of performance.

Switching to logic

I assume in sales they made contact with customers and said look we can do PAEK but better stronger than anything else on the market. Here is the 3rd party verified data and we are experts in the area.

Thinking about the collaboration and use of expertise and equipment.

The obvious answer is to do with speed to market and first mover advantage. I did ask about AAC and that took longer than anticipated and at times was a nightmare.

To acquire a PAEK outlet and the expertise would require fund raising but also the identifying of suitable company. Combined it would probably take a year or more to do that.

The PEEK results were out 5 weeks ago. 5 weeks to going from those results to having a route to market with customers already lined up is very impressive.

So that would explain why it was regulatory and no doubt far more important than we realise.

[luckyorange] 17/12/2016 09:51

Microwave it first!

[luckyorange] 17/12/2016 09:33

Producing graphene using electrolysis, there is a video as well as a sensible write up, not convinced that they have nailed it but interesting all the same.

[superg1] 17/12/2016 08:46

.
r.”

[superg1] 16/12/2016 07:37

I don't know why this pinged up but just an example of how a website tracking stocks describes VRS

Overview
Versarien Plc develops and supplies engineering solutions. The Company provides a product with advanced heat transfer material for cooling mechanisms in servers, workstations, automotive systems, and power conditioning equipment. Versarien serves automobile, appliances, technology, and other industries.

This is the site which looks interesting but obviously they don't know much about VRS. I assume they just copied that from somewhere else.

[shavian] 15/12/2016 18:52

Did not go myself, but the RNS and the market reaction today do not sound too encouraging, especially with two senior manager departures. Don't want to knock them,but it sound like a long haul, like many others in the emerging high tech arena.

[superg1] 15/12/2016 17:35

Did you go or no anyone that went?

Hayd clearly still has that seller and imo just passed 1%.

In this sector Hayd, AGM, Directa and VRS there is no interest and hasn't been for some time.

IMO some had a run on hot air with little to back it up and it won't be obvious at all that VRS is on a business run but not an share price run.

EG the next half year result should be in the £4 mill to £5 mill region at least. That's what the market will see a sudden revenue increase, Carbide was the one pushing it back but in the interview the CEO did say it was doing well post results.
We know AAC is doing well as I spoke to the manager. The graphene side is obviously doing a lot better too so there will be a big jump in revenue for that division.