Versarien Share Discussion Threads

[club sandwich] 15/10/2019 06:47

Scrutable. Tick tock. Tick tock. Hear tht clock ticking?

[matheus7777] 15/10/2019 06:39

A bill to tackle environmental priorities is to be published by the government later. It aims to improve air and water quality, tackle plastic pollution, restore wildlife, and protect the climate.hTTps://www.bbc.co.uk/news/uk-politics-50044870

[jointer13] 15/10/2019 06:11

from the patent...there's a lot of info in there.

just a small bit

"thus the enbodiments disclosed herein save significant cost and time on large infrastructure rail upgrade projects because the arch assembly can be assembled rapidly and installed on site.
the arch assembly can replace the current installation methods and may have significant strength and durability for challenging operating environments.

the arch assembly can be installed many times (eg four times)faster than current installation methods, particularly in tunnels"

[forestfred] 15/10/2019 05:47

Like this bit .

Secretary of State for Business, Energy and (Industrial Strategy) .....

Especially after Mark Carneys comments to graphene recently .

This has been mentioned that governments are talking about graphene and not just global companies .

Maybe there is a industrial revolution coming after all .
Shh don’t tell anybody though :-)

Gla lth
Ff

[forestfred] 15/10/2019 05:28

2October2019
Secretary of State for Business, Energy and Industrial Strategy visits The University of Manchester
Andrea Leadsom visits the GEIC
Angela Leadsom visited the Graphene Engineering Innovation Centre (GEIC) at The University of Manchester today (Wednesday, 2 October 2019) to tour the facilities and learn more about the advanced materials landscape at the University.

The minister, who was accompanied by Deputy President and Deputy Vice Chancellor, Professor Luke Georghiou, heard from James Baker CEO Graphene@Manchester on how this flagship facility is helping rapidly accelerate the development and commercialisation of new graphene technologies.

During the tour, the minister saw examples of graphene products such as the world’s first graphene sports shoes- a collaboration between the University and British company inov-8, as well as street lighting, water filtration technology and graphene enhanced carbon fibre, concrete and building materials

So many sectors if you have verified graphene :-)

Ff

[scrutable] 14/10/2019 23:19

cs

sadly, part of your brain is working at a high level; part is dysfunctional. That part should have looked at several cases of successful development from the discovery of new scientific principles. Without exception they all take more than a decade to mature before they fulfil the first hopes and promises.

I have a particular case in view today. The micro-cap company in question has disappointed its shareholders for 19 years, always improving its technology, slowly increasing its lead over the rest of the pack. Always encouraging. Always losing money. This year it has reached a point of inflection, emerged as the world leader in its narrow segment, selected for collaborations with two multi billion partners, Still controlled by the original innovator, it has suddenly trebled its tiny cap in three months and clearly has much further to go in the short term as it re-rates.

The VRS share price movement can do little else but follow the same path. Where is there a single share, which follows your own infantile expectations? Do your homework and speak from knowledge for a change.

Earn respect. What have you ever started and brought to fulfilment?

Lick his boots.

[772] 14/10/2019 23:15

So not just an Arch, it can be a vertical mast as well. Guess that may solve the overhead cables issue?

[evergreen8] 14/10/2019 23:12

When LTHs disregard the handful of detractors of negotiable morality and their blizzard of pathetic lies and misrepresentations and instead share their thoughts on the multitude of world record breaking achievements secured by the VRS team and the many collaborations about to cross the finishing line, the less well informed more volatile share holders will be far less inclined to sell when they read that the consensus view held by well informed LTHs is that continuing to hold will deliver life changing financial security.

Importantly, following on from the first major deal, the cascade of commercial deals that will follow immediately thereafter will help to provide the financial incentive for Institutional investors to shift the paradigm away from the traditional industries, that many now consider to be contributing to certain ecological disaster, in favour of the new sustainable technologies that hold out the promise of ecological betterment.

Mr Carney is 100% correct that those who fail to recognise the need to change the paradigm and evolve to meet the new world demand will be doomed to failure whether they be the investors or the legacy industrialists.

How refreshing and exciting it is to know that as LTHs in VRS we are to be part of the solution as opposed to part of the problem.

PS
Hardly worth mentioning this little afterthought but I realise that while there may well be a few days ahead during which we will have to continue to endure the preening low-lifes glee at their daily penny gains it is absolutely inevitable that they WILL wake one morning soon to an RNS that will wipe them out like the first hard frost wipes out Midges in a highland glen. Generally I’m not one to indulge in or approve of schadenfreude but strangely I find I’m sitting on the fence on this one.

[chefoir1] 14/10/2019 23:07

https://patents.google.com/patent/US20190296419A1/en?assignee=Aecom&oq=Aecom&sort=new

[cotswoldsparky] 14/10/2019 22:51

Aecom's patent on the arch



CS

[serratia] 14/10/2019 22:35

O/T,

Meanwhile in the jungle-

[superg1] 14/10/2019 22:05

I don't think I can share anything directly from the document as it's restricted listed re circulation, but just to point out Merrill Lynch have recently listed graphene as one of the game changers for the future.

It's their research into what they think will be the big investment gain areas of the future.

They go on about the hold up being lack of quality supply and commercial scale level.

They also list a tests done in Asia for 60 suppliers where half contained less than 10% graphene and the rest no more than 50% graphene.

It rather sums up what we already know.

This follows on from what Goldman sachs did in a similar report.

The point being once VRS collaborations partners start to launch products the big names are going to notice in a big way and will probably act accordingly.

That is why launches with big names (as in sports) will start to fire up the investor interest on a global scale.

It's just a matter of time, nothing more, it will happen.

In 5 years it will be like this thread never existed, analysts worldwide will be claiming they were in at the start of the revolution.

[hattie1] 14/10/2019 21:47

...over 500 entries and the CNCT arch won ... says it all ...

[rogerthegrouch] 14/10/2019 21:44

Some cracking posts tonight. The mood music is changing as we remind ourselves just how far Versarien has come and the mind blowing progress made in the Graphene space over the last 12 months. The vast RNS history coupled with Graphene being very much on boris and carney’s radars is hugely exciting but the it’s the links with China and Xi’s ambitions for graphene (B&R and 2025) that excite me most. Go VRS, Go Team!

[woodpeckers] 14/10/2019 21:29

Good news
Amazing night for the #CNCTArch team! We won the AECOM Global Excellence Award for our #CNCTArch 3D printed disruptive innovation under the Dream category (which is one of AECOM’s Values). We never stopped dreaming, we are still dreaming. More to come without a single doubt! Eur Ing Chrysostomos Loizou Daniel Smith Muthaffar Rweished AECOM AECOM - Transportation AECOM - Buildings + Places #AECOM #DREAM

[luckyorange] 14/10/2019 21:11

Just bumping it up again Shavian lest we forget!

Shavians write up just as a reminder of the AGM (thanks again Shavian

Here's my version of events as I saw them. Please feel free to add or pick holes:

Versarien AGM Summary
1100 hours 24 September 2019
Gloucester Rugby Stadium

Official Business - 20 minutes
All resolutions duly voted and passed including Special Resolution No 6 which was to create an extra 15% of shares additional to the present total to give the board more negotiating flexibility. Curiously, 7% of the proxy votes opposed this; presumably this was an institutional holder seeking to oppose all possible dilution.

Q&A - 1 hour 40 mins
USA update? Our new man in USA is Brian Berney, a Brit well known to Neill Ricketts (NR) has been in post for 3 months and is quietly developing his contacts and those left him by the previous incumbent Patrick Abbott. Lots of enquiries via membership of National Graphene Association (NGA). November will be a busy month of trade shows. In a later question it was confirmed that the earlier order from an oil drilling company was very much ongoing with extensive testing of a VRS masterbatch. Also, in a reference to NED Iain Gray’s absence in Seattle someone asked was he visiting Boeing. This was met with sealed lips and a cheeky grin!

BIGT? No holdups with the BIGT agreement, the deal has just got significantly bigger than originally imagined with more Chinese agencies involved and therefore could not be concluded pre-AGM as had been originally hoped. There are no worries about the speed. BIGT is not a customer but an enabling agency who will set the tone in China on a National scale, fully backed by the Chinese government. NR said there are other graphene companies in China, but the Chinese have become aware of quality issues with many of them. BIGT is to be the enabling Tier 1 partner, a role similar to GEIC in the UK, with provinces such a Shandong [which includes the possible Jinan factory] are to be Tier 2 partners. NR would not be drawn on a completion date but it seems likely to be soon. Completion of the deal will provide access to much more capital which will make a significant difference to all aspects of company progress. MW added that this is our first overseas expansion and it’s vital to get it right.

Textiles? This is likely to be an early win, because the testing lead time is much less critical than in Automotive and Aerospace. The existing ink-based printing method is simpler but more costly because two processes are required in manufacture. The new infused graphene method just finished testing with Leeds University has been more complex to solve initially but is more promising because it cuts out one whole process and should prove to be cheaper. Customers could produce textiles using graphene from the current 3Ton type of machine set up locally in a container. VRS has the capability to meet current and anticipated orders in textiles. The Innovate UK grant has helped finance proof of scale-up [to 30 tons/year?] and kit will be bought in as orders materialise

AECOM? All seemingly progressing well, as noted in the RNS, with four projects in Middle East and China. Pace of progress in the hands of the HQ of AECOM not VRS where our team is pushing on as hard as it can. AECOM is a consultant not a manufacturer, although they have toyed with the latter role. VRS is the preferred provider for suitable solutions such as the latest development with graphene infused concrete [presumably with 3D printing]. In another question the concrete development was seen as environmentally positive because of the major reduction of CO2 in manufacture. Sustainability will play an increasing role in the future business direction.

Direction of Strategy in Marketing? Last year was all about building up collaborations, this year has been about penetrating international markets (China, USA, Korea, Japan) Next year will be all about promotion [and production]. Marketing group Pinnacle have made a new promotional video which will be on the website; the campaign will be to emphasise the quality of VRS’ graphene The company has just finished a period of scrutiny by HMGov to confirm validity of IP and its unique quality. All now done, so full sales and tech support now available including links to foreign governments. Dr Martin Kemp is away representing VRS at Graphene Week [in Strasbourg - Europe’s leading graphene conference sponsored by the EU’s Graphene Flagship]

Relationship with UoM/GEIC? Lots of politics swirling around Manchester, and the University is a shareholder so cannot be seen to prefer VRS over competitors [which explains a lot of critical comment on the ADVFN thread]. However, NR has a great relationship with James Baker. Lots of approaches from other Unis all over the world.


“Finance? The financial position is very adequate for the immediate future. CFO Chris Leigh has been very mean with the money, holding cashflow down to £65,000/month, but as the Company gears up for production this is rising to £150-£175,000/month. Revenue is coming in from test orders of graphene, and the more traditional subsidiaries (AAC Cyroma, Total Carbide and Versarien Technologies Ltd) are contributing positively.”

[My non-AGM note: Total Carbide has relocated to the Westcott Venture Park, now home to UK’s ‘space industries cluster’, which announced later this week that TC was co-operating in the design of rocket motor throat nozzles incorporating Hexotene]

Snippets:
• Tyres not one of the 5 areas of focus because tyre manufacturers are not incentivised for long tyre life – this may change as competition takes hold. VRS has 3 orders from 2 tyre manufacturers, with test dispersions under way
• Batteries are also not among the 5 areas of focus, because of the long lead time in development. However Gnanomat is going well, more as a research company in supercapacitors [which may be the next big thing with EVs]
• The packaging company collaboration has taken more time than anticipated because the scope is now much bigger, having moved downstream into different divisions of the group
• Team Sky was bought by Ineos following a ‘little local medical difficulty’ - progress now resuming but VRS is already in contact with Ineos in other areas.
• Hexotene being made in Cheltenham using the earlier production kit. Not a prime focus, being developed in the background
• AAC business picked up well following a dull period. Management culture is adapting to the world of graphene and polygrene applications. One senses that this has taken a while to achieve
• MW spoke about Korea and Japan, where he has been several times this year. Our local consultant in S Korea is engaging with several major manufacturers and supply chain companies. Japan is a slower market and graphene is not so well understood. NR shut him up on a point concerning provincial governments in Japan
• New NED Susan Bowen introduced herself saying she had a very clear strategy of keeping the CEO on the right lines and making sure he knows which of his 3 hats he’s wearing at any given moment!
• VRS always on the lookout for expansion possibilities including M&A, looking further up the supply chain. The team is pushing business on every possible front. The company is succeeding by not trying to do the same as everybody else.
• The share price is irrelevant to NR most of the time, highly dependent on newsflow. There is not much of a ‘free float’ of shares so NR is on the hunt for the right strategic investors, who ‘get it’.

[andy] 14/10/2019 21:11

forestfred14 Oct '19 - 18:26 - 80810 of 80820
0 3 0
Hey Andy
Sometimes you want to give people a second chance and unfilter them when they change their approach .

Sometime’s that’s a mistake .
Ff

------

Indeed, just filter them again.


They won't make a bit of difference to the shareprice, value will out in the end regardless of a few negative posts here.

[rogerbridge] 14/10/2019 21:11

Amen to that FF.

[forestfred] 14/10/2019 20:38

Nice to change the theme

Makes a change from the doom and gloom mongers and is a bit of fun for a change
A bit of light hearted humour .
Ff

[hew] 14/10/2019 20:36

VRS has a well established and extensive foundation: the technical base; active collabs with major organisations in a number of fields; being the only certified graphene producer; highly active UK government support; several important pending involvements. Important fundamental strengths but essentially forming a long term platform rather than being overly exciting now on a week-to-week basis.

I’m fond of the saying re investment: “to benefit from the long term, one must survive the short term”. Seeing the share price down currently, I’ve reminded myself of some of the very recent news and update statements - perhaps of interest to others. Just highly abbreviated notes re impacts perhaps within a few months. (Short term enough for me.)

24/9 AGM RNS: Asian based textile partner...formal commercial partnership near future. AECOM: Trialling graphene concrete at GEIC and civil engineering institute: further four projects in China and Middle East.

24/9 AGM Vox Markets Podcast: Significant progress in the activities of last couple of months. Commercial agreements with largest sports Cos inc. IP ownership, royalties, co-branding. Advanced stage ......see coming pretty quickly.

24/9 AGM: Financial position very adequate for immediate future. Cash use down to £65K/month, now gearing up for production thus rising to £150K-£175K/month.
Just finished scrutiny by HM Govt to confirm validity of IP and unique quality.

30/9 VRS Video: Customers done all testing, shown benefits, getting to including in products.

1/10 "Brit Plastics and Rubber": Neill: “plan to reveal details of new major collaboration projects from all over world in the coming months."

3/10 Neill very happy...5 orders pending: Textiles and 4 others close. No IP protection/volume issues.

7/10 UNILEVER pledges halve plastic use by 2025 .. new and innovative packaging materials .....” Relevant Collabs:
Collab 1 Nov ‘17: Global leader in.consumer goods ... primarily for packaging. Annual Report 2019: ..bottle samples successfully produced at customer facility;.. assessed customer facility and WMG. New Agreement: separate division ..development of flexible packaging solutions ...utilise graphene properties in new/existing packaging. AGM Feedback: Scope now much bigger.
Collab 2 May 18: Consumer Goods Collab ..products for household and personal care..number of projects.. polymer structures for packaging. Annual Report 2019:.. demonstrable improvement in potential use of plastics ..development in bottle design and weight/loadings commenced.

9/10 (From Refractory RNS)..new potential applications for our 2D materials now under discussion.

13/10 Carney: ”...potentially advanced materials like graphene..big upside for the UK economy.

[bocker01] 14/10/2019 20:33

I see many familier monikers here! I’m sure you are all wise guys and gals. Tread carefully though!

[bocker01] 14/10/2019 20:33

I see many familier monikers here! I’m sure you are all wise guys and gals. Tread carefully though!

[forestfred] 14/10/2019 20:33

Luckyo

Like your style.


Ff

[luckyorange] 14/10/2019 19:56

The Big Five will arrive ... Yeah.... going to be a good year.