Versarien Share Discussion Threads

[ny boy] 04/11/2019 08:28

Show me some closes above 130p and I will start buying aggressively.
(ABDP), (STX) both solid plays with exciting news due, General markets broken to fresh highs, reasons to be active.

[alchemy] 04/11/2019 08:19

Saying from the old times - Healthy two-way trade. Great times .

[billwave] 04/11/2019 08:12

No RNS but at least the leaked photo of a signing was particularly well timed to prevent the share price dropping through support of 90p. Perhaps it will be supported by an official news release later in the day or week. Let's hope.

[owenga] 04/11/2019 07:59

I agree Lucky. Give BIGT the whole 15%. That way the shares are in sticky hands.

[tini5] 04/11/2019 07:58

I certainly hope so, I've got money to spend.

[rogerbridge] 04/11/2019 07:58

What a load of rollicks.

At least some new investors will be able to buy in.

No doubt there will be great news later this week.

[rainbow23] 04/11/2019 07:49

No bigt today. False alarm guys. Will probably be a red day.

[superg1] 04/11/2019 07:47

This isn't just a deal with the VRS but a deal with the UK.

So I for one am curious about the timing of VRS staff being in China, part one done and President Xi with his keynote speech tomorrow re imports addressing global investors.

[chillpill] 04/11/2019 07:37

We know from the RNS’s it is all happening...just that we know it is in the final stages.

It’s a fairly complex deal from what we have been told so just a waiting game now.

[superg1] 04/11/2019 07:35

Lucky

I'm not sure they have and they are not smart enough to realise the bits found is the start of the BIGT deal so many talk about, in auction house terms fair warning.

That part is pointless without the full plan in place. :-)

No doubt a few chancers bought Friday hoping for Monday news for a quick trade, we'll see at 8am now there is no RNS, shovels at the ready.

[luckykids] 04/11/2019 07:29

I am disappointed the news has come out in dribs and drabs as it has allowed some of the scumbags time to close their positions instead of one quick jumpAlso thought it would be simpler to offer the full15% to the Chinese instead of messing around trying to please everybody

[luckykids] 04/11/2019 07:23

I did pose the question Friday whether you could join the hub without the injection of funds from BIGT.Although that it what has appeared to have happened, I think it unlikely it will remain this way. Again I think the Chinese have released the news prematurely as far as VRS are concerned.I would think it is possible they have agreed terms with BIGT but will still need to workout a placing document where they offer the same terms to interested shareholders and institutions.So this make take a little time but i can't see it not happening now.

[ad631] 04/11/2019 07:14

With no RNS to digest, suppose I'd better get dressed and change out of my sheep onesy :)

[1teepee] 04/11/2019 07:01

No rns? OMG

[alfie4048] 04/11/2019 06:59

All night mate....

[richgrumpa] 04/11/2019 06:57

Anyone else awake? ;)

[richgrumpa] 04/11/2019 06:56

Anyone else awake? ;)

[ridicule] 04/11/2019 05:40

This article appears in today’s Telegraph. Gnanomat-“right time, right place”!

BRITAIN must launch a full-scale “gigafactory” within three years to keep pace with surging demand for electric vehicles, according to the boss of a state-backed research institute.
Neil Morris, head of the Harwell-based Faraday Institution, said investment had to be sought now to build a world-leading battery plant. He believed the project was likely to cost £1.5bn. He said: “By the time you get to about 2023, demand in the UK will justify the first factory right here.” Britain will eventually need to produce batteries generating 130 gigawatts per hour (GWh) each year to meet domestic demand, according to forecasts.
‘By the time you get to about 2023, demand in 
the UK will justify the 
first factory right here’
At present the nation’s only battery plant is a 2GWh facility run by Nissan in Sunderland. Mr Morris said this operation was tiny by today’s standards, as battery manufacturers from the Far East were starting to build facilities up to 10 times larger in Europe.
He said the new factory should be capable of generating 15GWh a year. Within two decades, the institution hoped for eight factories this size.
According to a report by McKinsey and the University of Oxford, £5bn to £18bn would need to be spent by 2040 on battery manufacturing in the UK.
It was thought carmakers would seek to shorten supply chains by basing battery plants near vehicle production sites – meaning the UK could lose existing car-making sites and the jobs they provided unless it could compete.
Batteries were heavy and often dangerous to transport over long distances. But the lack of large-scale British battery production capacity meant carmakers were already negotiating long-term contracts with suppliers outside the UK, Mr Morris warned.
Last month the Government announced £1bn of extra funding to boost electric vehicle supply chains. Investment in new products and tech by the world’s 20 biggest car firms was £70bn in 2018/19, up from £55.6bn in 2014/15.

[evergreen8] 04/11/2019 00:38

How excellent is this forum that we have the benefit of such well researched factual contributions.

In isolation each provides an excellent insight, in combination the larger 3d picture starts to develop.

Take construction and concrete applications alone and Imagine the cost per cube suggested by metis20 applied to the potential scale of application suggested by Grabster to approximate the VRS market cap that would be achieved based upon the ARM share price information contributed by Cheek212.

Looking down the line does it not follow that £161.00 per VRS share (as achieved by ARM) would fall short of the mark where VRS global revenues were greater?

I have to confess that my immediate response to a share value in this area is incredulity because let’s face it how many shares ever achieve such high value but then I look again at the logic of the assessment and check the Values and find no reason to dismiss the result.

I am left with no alternative than to re-calibrate and accept that VRS is unique with a world beating technological advantage that will be the foundation of so many technological advancements across so many sectors at a global scale that will eventually more than justify the three figure share price even though it is many times my original thinking.

So thank you to all contributors and thanks to the team at VRS this is truly life changing.
GLALTH

[grabster] 03/11/2019 23:26

When looking at global quantities of concrete, bear in mind that where large volumes of unreinforced concrete are used in bulk fill situations, the mix is often intentionally weak and cheap - and unlikely to justify graphene use.

I do see huge, HUGE advantages in the more refined uses of concrete - particularly in precast components for cladding and bridges and many other structures - especially now that 3D printing with concrete is feasible. Also in high grade paving slabs where crack resistance is a key aspect. And in the very widely used block'n'beam (T-beam) floor construction where lighter weight will be a significant advantage, both in the manhandling of them on site and in reduced transport costs (a greater number of beams per 44t truck). Lighter weigh concrete roof tiles will certainly appeal.

For many makers of precast concrete products, the transport costs are a massive issue - and employing graphene enhancement to lighten the weight will have tremendous appeal, even in products where tensile strength improvement is of less concern (road kerbs, wall copings). And even greater appeal where strength and stiffness do matter - such as in manhole section and large diameter culvert pipes.

I used to be a regular reader of Concrete Quarterly. Nowadays I only see occasional copies - but I can't help noticing that although graphene does get mentioned, there seems no sense (yet) of how dramatic a difference it is going to make.

[superg1] 03/11/2019 23:03

As you mentioned ARM I thought I'd look back through ADVFN history to see what was being said in the early days.

Various headers and threads

EG here is one

ARM IS FINISHED 2p TARGET

[cheek212] 03/11/2019 22:28

A good time for a timely reminder that ARM holdings were acquired for £25bln or £161 per equivalent In VRS shares. They had revenues at the time of circa £1bln per annum but the price paid was in respect of future value. What price for a business that holds the key to the next industrial revolution? Makes you think!

[1teepee] 03/11/2019 21:50

If you go baa baa and let him stroke your fluffy white hair , then he will take you back;)

[serratia] 03/11/2019 21:39

In the last 100 years America used 4.5 Bn tons of concrete. In the last 3 years China used 6.6 Bn tons. China used low grade concrete which has a life of 20 - 30 years.
That's a lot of Graphene needed in China in the next 30 years. Worth reading -

hxxps://www.washingtonpost.com/news/wonk/wp/2015/03/24/how-china-used-more-cement-in-3-years-than-the-u-s-did-in-the-entire-20th-century/

[axotyl] 03/11/2019 21:24

:...@mandatory the report looks genuine enough but wasn't BIGT meant to be making a CASH purchase of 25% of VRS perhaps at a premium?"

No.