Versarien Share Discussion Threads

[loglorry1] 23/10/2019 15:17

Are we involved in 5g

Yes Neill has a 5G smartphone and he uses to tweet about how amazing progress is all the time. #crush.

[schmally] 23/10/2019 15:10

I suspect we are either directly or indirectly involved in 5G via a number of collaborations. It's suspected there is involvement with at least one phone manufacturer, the Aecom arch is destined to enable 5G connectivity on the tube and there's no doubt plenty of other activity happening linked to 5G transmitters (where graphene has shown to offer significant benefits) and infrastructure. I'm sure much of this work can't be disclosed due to strict NDA's, but that's just conjecture on my part.

[ic0gcds00] 23/10/2019 14:36

Are we involved in 5g

[1teepee] 23/10/2019 14:30

I think Neill should postpone China deals so they can get even bigger.

[fireball xl5] 23/10/2019 14:01

I'm a lefty looking for a perch, someone took my place on the fence and refused to move.

[grabster] 23/10/2019 13:52

Zagro - Oi! I am over 70 and my politics remain reddish-green or greenish-red, with only the very thinnest coachline of any other colour. ;-o

- and my brain still functions

[1teepee] 23/10/2019 13:20

Personally I think we need more collaborations

[zagrosfold] 23/10/2019 13:01

I used to be aswell runthejoules. A member of the revolutionary communist party as a student. However as the old saying goes. Under 30 and right-wing you have no heart. Over 30 and left-wing you have no brain.

[runthejoules] 23/10/2019 12:54

Just for the record Zagrosfold, I'm a lefty and I'm now holding more than I ever have before! (Am I a hypocrite wanting to get rich from an invention that could also help save the planet? Well, depends how I spend it ;-) )

[luckyorange] 23/10/2019 12:48

Isn't it Ricky? Shattered my illusions now I though it was one of the shorting team.

[rickyl1] 23/10/2019 12:43

I actually just laugh at his posts now. It's like a parody account :)

[nellyb] 23/10/2019 12:38

club, ffs, haven't you got any hoovering to do?

[66sequoia] 23/10/2019 12:25

hTTps://twitter.com/gnanomat/status/1186965686347845633?s=19

[tini5] 23/10/2019 12:21

They don't need the short term deals as they have other business units that feed revenue in to the group so they're not desperate to sign any deal at any cost.You do understand the company structure don't you?I am forever grateful that Neill is CEO and not you.

[club sandwich] 23/10/2019 12:03

"I feel for those that set unrealistic expectations and personal timescales, but then if you did you research and took the time to understand the company and strategy then you would never have fallen into this self made trap."

wrong. it's the company stategy that's at fault. they should have had a mixed basket of opportunities that would pay off in the short-, medium- and long- term. Clearly China - if it ever actually happens - was always going to take an age to put together, and similarly giants like Aecom or Unilever or DDP aren't going to move quickly. So the company should have had smaller players - yes, golf balls and tennis rackets, why the hell not? - to pay off in the short-term while the bigger picture fell into place: to get revenues through the door, prove up the product and the business model and keep shareholders happy by demonstrating delivery.

as it is - the FACTS of the situation - yes the potential is humongous, but until the deals are actually signed and production starts it is just that - potential. and there's absolutely no sign of them paying off anytime soon...

[zagrosfold] 23/10/2019 12:00

Cos he's a bi-polar, leftie looney! Best left to rant and bust a bloodvessel.

[schmally] 23/10/2019 11:57

Club,

It wasn't long ago that you used to clog the board up with your bullish "decacorn" predictions and your £80 share price predictions. Why is it that you seem unable to ever inhabit or even explore the middle round fella. You just seem hell bent on lurking in the extreme periphery, either massively bullish or overwhelmingly bearish. Meanwhile, the majority of stable LTH's continue to retain an optimistic long term view with reasonable achievable goals for the business and share price.

[rogerthegrouch] 23/10/2019 11:56

Actually 'Patience' isnt the correct word as its defined as "- the capacity to accept or tolerate delay, problems, or suffering without becoming annoyed or anxious"

There haven't been any delays or problems just the story getting better and better and closer and closer to fulfillment.

I feel for those that set unrealistic expectations and personal timescales, but then if you did you research and took the time to understand the company and strategy then you would never have fallen into this self made trap.

[club sandwich] 23/10/2019 11:50

"Have patience and imo we'll all be rewarded"

when?


you don't have the first idea, do you?

[club sandwich] 23/10/2019 11:48

"I think it really is important to remember that this is a first for him too...he's never taken a disruptive technology like this to market so it's understandable that he is as excited as us and is frustrated at how long it takes"

oh really? that doesn't explain why he thought he might be able to deliver a BIGT deal by the AGM and then utterly failed to do so.

maybe he had some shares that needed selling...

[woodpeckers] 23/10/2019 11:45

With regard to impatience at the speed the company is moving at, it's important to remember that such ground breaking technology generally takes many, many years to reach commercialisation. This really is not slow! Just google "disruptive technology time for commercialisation" and you can read for yourselves.

With regards to any timelines that Neill may have suggested, I think it really is important to remember that this is a first for him too...he's never taken a disruptive technology like this to market so it's understandable that he is as excited as us and is frustrated at how long it takes, he's learning like the rest of us. Show a little understanding, he's working on our behalf.

The good news (which we have to look forward to) is that when disruptive technologies do take off, they take off fast!

Have patience and imo we'll all be rewarded.

[club sandwich] 23/10/2019 11:44

'This is why those with their eyes open use the phrase "mind boggling potential" and "decacorn"'

some also use the word 'interminable'.

what happened to the 'quick to market' products? the wound dressings and the like? you mention the MD earbuds - to date they are the ONLY commercial application of graphene from VRS; and great though they are, none of us are going to get rich off the amount of nanene in those...

[rogerthegrouch] 23/10/2019 11:38

I think some people fail to see the bigger picture with orders. Versarien could have easily grasped some of the low hanging fruit out there and made graphene golf balls and hockey sticks but the return on investment in terms of development time and cost for such gimmicky products is relatively poor.

You need to be clear that Versarien are focused on huge markets and opportunities for vast revenues in the form of industrial applications which offer enormous scale and sustainability. Aerospace, Rail, Auto, Defense, Construction for example.

Besides - Versarien have grasp some low hanging fruit with the MD headphones. That enabled some brand development and no doubt paves the way for an Apple/Samsung collaboration in the future when they are ready for HQ graphene and the revolution hikes up through the gears.

Another reason to ignore the quick wins is to review the magnitude of potential if you get your foothold right with the majors. Terrance Barkan stated in a recent presentation that if you just looked at the Marine Coatings market it consumes 1m tonnes of product per annum. If graphene is added at just 0.5% by weight it would require 5000 tonnes of graphene (more than global supply)

Similarly if we look at polymers specifically for mechanical applications there are 250m tonnes produced per annum. If add 1% by weight it would require 2.5m tonnes of graphene materials.

I’ll let you look up concrete and assume a loading.

This is why those with their eyes open use the phrase "mind boggling potential" and "decacorn"