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[1teepee] 05/10/2019 15:23

I thought it was in Southeast Asia , but not completely sure

[woodpeckers] 05/10/2019 15:20

Not a golfer clint, but my understanding is that the textiles deal is totally separate to the BIGT deal as are all of the other big 5 any of which could land at an time.

[clint fleecewood] 05/10/2019 15:13

Re the textile order being the first we expect to land. Would I be correct in saying that as this will be manufactured in China* (*assumption) will it depend on BIGT being inked first? Particularly interested to hear if golfers have any pointers on this.

[alchemy] 05/10/2019 14:18

In the nicest possible way, truly! - I do hope so. Don't know if this will set a hare running but the icing on the cake would be if Nanene in any way could facilitate artificial photosynthesis. Then everyone survives beyond say 2075 to enjoy all this ?

[1teepee] 05/10/2019 14:14

Please don't be offended

[1teepee] 05/10/2019 14:14

Who are you referring to exactly? Has something happened or are you ramping?

[woodpeckers] 05/10/2019 12:46

Spot on evergreen, great post. I really do believe that very few (me included) can even start to comprehend how big a deal this really is...which is why I am a happy holder and yes, of course I feel a little impatient at times, who doesn't when waiting for something so exciting to unfold, but I know that the BOD are confident that they are laying foundations which will ensure that as 'first holders' we will reap the rewards.

You really don't get many opportunities like this....

[1teepee] 05/10/2019 11:28

Some of the projects within b and r , are not actually feasible without the graphene.

[1teepee] 05/10/2019 11:26

I am bonkers too matey!

[evergreen8] 05/10/2019 11:06

Of course Beijing want to integrate Nanene into their B&R and National 2025 strategy, that’s what will make the whole strategy structurally feasible and financially viable.

With Nanene the gain is not just the 30-50% reduction in the volumes of concrete necessary to build the new infrastructure plus the energy savings and associated reductions in co2 it is also the hugely extended effective lifespans of the structures that will save trillions of dollars in future reconstruction costs.

In construction projects whole life costing is the assessment process that identifies the most cost effective strategy taking into account initial construction costs, effective lifespan and any maintenance costs across the period.

It is a total no-brainer to adopt a technological innovation that both dramatically reduces the initial construction costs while virtually eliminating maintenance costs and extending the lifespans of structures from circa 50 years to many centuries.

Net Present Value calculations allow all future costs for different strategies to be quantified in terms of the present value. It is this that will inform the value per gram/kg/tonne that Beijing will be happy to pay and still be financially better off.

When you are talking about saving trillions of dollars initially and many multiples of that over time you will start to get an understanding of the real value of the VRS/BIGT contract.

It was always going to be a Nationwide application with provinces queuing to come on stream in series over time we are now going to see multiple provinces entering the field simultaneously.

There is no doubt in my mind that where China leads the rest of the world will follow.

The strategy that the team at VRS are implementing will ensure that VRS are embedded with global partners who will shoulder the establishment costs allowing VRS to play a significant role and share in the global market with long term security.

To reach our current position has required that the focus be on building the necessary foundations of proven certified product quality, scale capacity and international collaboration with global partners.

Commercialisation is close now on many fronts.

The record books will be rewritten and the LTHs will be exceptionally well rewarded for their patience.

GLALTH and DYOR

[johnveals] 05/10/2019 11:03

There are no absolutes when it comes to mental health, only deviations from the 'norm'.

I try to worry about what I can control and ignore what I can't, I am not always successful at this.

[johnveals] 05/10/2019 11:00

Having been invested here for just under 2 years I have to say it has been a roller coaster of a ride and a great learning opportunity. When you analyse what CS has said, and ignore how he has said it, I understand and agree with some of what he is saying.

However the reality is that NR is building a global company and that means focusing on the longer term big picture, sometimes at the expense of short term gains. As MW said at the post AGM Q&A, the first big deal has to be right. I trust in Versarien to deliver the goods and who knows how high it can go, but I will breath a sigh of relief when that first big one drops and the global scale up strategy is proven.

[club sandwich] 05/10/2019 10:58

johnveals - who doesn't? You seen the unhinged, delusional morons in charge of America and Britain these days?

[johnveals] 05/10/2019 10:45

I think a more rational explanation is that CS has some mental health issues that require a degree of tolerance and understanding, hard as that may be sometimes.

[clint fleecewood] 05/10/2019 10:05

I don't know why you bother Shavian. One can have no faith in any apparently rational discussion after the foul outbursts from him. He's probably just trading the range and talking his book anyway. I wish people would stop indulging him.

[club sandwich] 05/10/2019 10:05

Shavian - don't get your hopes up. Doubtless I will revert to type before too long ;-)

[shavian] 05/10/2019 09:56

Gosh - welcome back from your darkness Clubbie, now unfiltered for the time being!

[club sandwich] 05/10/2019 08:20

Fest - an outbreak of civility, who’d’ve thunk it... ;-)

My own personal theory - and of course it is just that - is that the China deal has gone national, and has the direct involvement of the Beijing gov, because they want to integrate nanene and 2D tech into the very heart of the B&R program and use it as a showcase to demonstrate China’s lead in the 4th industrial revolution. I know that NR specifically denied any involvement with B&R, but that was over a year ago and clearly the situation has changed a lot since then (though please remember this is just speculation). B&R is a $7trn program, more than 4 years’ worth of China’s entire GDP (about $1.7trn, last figures I saw). B&R involves motorways, railways, bridges, ports, a hundred other things. Just think how much concrete will be needed, how many railway signalling arches and motorway furniture and a thousand other things that could use nano-materials to improve strength and durability.

I am speculating, of course - but were I to be right and the China deal (if and when it comes) involve inclusion in the B&R initiative, even a £10bn MC for VRS starts looking very modest indeed.

Now THAT’S what I would call truly mind-blowing...

All IMHO, of course.

Don’t confuse frustration with pessimism.

[luckyorange] 04/10/2019 19:11

Still magic dust though 1teepee ✨

[1teepee] 04/10/2019 19:07

More flexible whilst being thinner as it's stronger

[1teepee] 04/10/2019 18:45

It's because the membrane is more flexible