Versarien Share Discussion Threads

[ridicule] 21/11/2019 11:00

Jointer13 your post 83909. Everyone should note and assess the facts as they unfold. Belief is an abstract process. It is fact that will ultimately drive the share price of any share.

[superg1] 21/11/2019 10:52

The way I see the HNW and instis is they are in if the BIGT lands.

As the Berenberg guy said to me, that de-risks the business. He gave Ceres power and the fund raise they did as an example.

I think it was said 50% of the cash is for China 50% for VRS use.

So if Bigt said no on the 50/50 split then BIGT get 7.5% and the rest goes via the insti’s etc.

Just my view based on talking to the guy that actually sorts the insti road shows for VRS.

[1teepee] 21/11/2019 10:50

So USA is not as far behind as we have been led to believe

[supernumerary] 21/11/2019 10:48

Landereo - interesting, thanks. A clickable link:



Materials stuff starts P221.

A few quotes from a very interesting document:

'Patterns in patenting trends suggest Chinese researchers are a few years behind the United States, but are establishing foundational capabilities on par with global counterparts. For instance, while graphene was first synthesized in the United Kingdom at the University of Manchester in 2004, China now accounts for 58 percent of global patents in graphene—with most of its patenting activity occurring in the last seven years.*119 Universities lead graphene patenting in China while corporations hold most graphene patents in the United States, suggesting patenting has been driven by state interests in China.'

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'Notably, Chinese firms also leverage international cooperation to compensate for gaps in their capabilities, in particular benefiting from partnerships with German and South Korean firms.¶ The risk to U.S. competitiveness is particularly acute in emerging industries dependent on new materials that are poised for rapid development, like the urban air mobility market (e.g., delivery drones). If the United States loses out on early stages of development, it could also cede influence in international standards setting, and may be forced to license technology from China or other countries.'

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'German fiber startup Compositence GmbH launched a partnership with Chinese fiber startup GON Technology, based in the eastern port city of Qingdao, in 2017'

[ ]

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[dgduncan] 21/11/2019 10:28

Mentioning the US, the US army developed and patented the use of graphene oxide for water filtration.



They state the GO is still quite expensive at $250/g. That makes $250,000/kg so one would expect good graphene to be quite a bit more expensive. Sounds a tad expensive for GO but who knows...

[johnveals] 21/11/2019 10:03

It isn’t a competition, there is no exclusivity, there can be multiple ‘deals’, in fact that is the plan.

[richie32] 21/11/2019 09:55

I can only guess but it would not surprise me if the U.S. (or a large U.S. entity) is counter-bidding....or perhaps another country.

China may have some competition.

[alchemy] 21/11/2019 09:16

PST ? I wrote post , I think!

[alchemy] 21/11/2019 09:15

Put yourself in the position of the Chinese negotiator.Would you wish to buy all the 15 per cent at the high post deal price wh en it's your signature that's caused the (quite dramatic) rise?I'm not sure of where along the spectrum of the share price now , murres and unexcited, and PST deal , wow!, I'd like to be. Nor how the mechanisms would work to catch a price somewhere along the spectrum. But others might?

[landereo] 21/11/2019 09:00

Worth a pdf search of Versarien in this to see the level of interest from China and USA Government.
Put in Google search.
› filesPDF Web results hearing on technology, trade, and military-civil fusion: china's pursuit of ...

[billwave] 21/11/2019 08:52

And everyone is aware of just how many times it has been suggested that we have been on the cusp of the next industrial revolution and very close to the deal that is going to ignite the burners and leave potential investors floundering to buy back in? I could list them all if I had the inclination, and here we still are. And let's hope that if the BIGT does land in any way, shape or form that it does more for VRS and the share price than our very own BIGT has been able to do. How long since that agreement? Still years away from revenue generation of any kind in my opinion.

[johnveals] 21/11/2019 08:37

Perfect logic from Superg1, tini5 and brassneck2.

When the BIGT deal is done I think we can finally say we have cleared the tower. But, as was said in the RNS, it is not guaranteed and will only proceed if the conditions are right. However recent news in the public domain suggests that all is well and we are proceeding as planned.

[johnveals] 21/11/2019 08:28

GE, owners of Dowty Propellers, was linked to a VRS RNS some time ago by identical wording in both the RNS and on the GE website. Plus in that link composites are specifically mentioned. I would say there is a high probability of some involvement. As always, time will tell.

[brassneck2] 21/11/2019 08:26

Hi Graham, I believe it will be at a premium to current share price as Neill has said and IIs and PIs will be included. For me there are 2 dimensions here. Firstly, if BIGT want 15% if I were Neill i’d Be saying the higher price you pay the more chance you’ll get what you want, pay £2 you should get 15%, pay £1 you may only get 5%. The second is what will happen to the share price when BIGT is announced? I would expect a big jump. So a placing at £1.25 would be a premium to now but may be a discount during the placing so PIs would buy in. I expect somewhere between £1.20-1.40. Neill may be after £1.45 to match the last one. If you’re a normal PI then probably best to buy before the announcement. IIs and HNW will probably wait for greater certainty of the announcement being made.

From my perspective I think Neill is a pretty smart guy with a clear vision and long term strategy for the business which he regularly affirms. We berate so many businesses and BoDs for being too short term focussed that we can’t complain when a business does then focus on long term success. VRS is having to bring brand new technology to disrupt every market it tries to enter, people including Neill will be too optimistic on progress and no doubt will be for the next few years. I’m in a very mature industry with very mature products and yet I still articulate timescales that are far too ambitious.

Nothing has come out from the business that suggests any bad news. Until that happens I’m not questioning my investment (since Jan19). I know logic doesn’t always sit well on this board but hopefully that helps.

[grabster] 21/11/2019 08:26

Nov 18


THE GRAPHENE COUNCIL PARTNERS WITH SAE INTERNATIONAL, A GLOBAL ASSOCIATION OF NEARLY 200,000 MOBILITY ENGINEERS AND TECHNICAL EXPERTS.
.. The partnership allows The Graphene Council to help SAE provide its members and partners with the most current and accurate information about commercially available forms of graphene and how to apply this novel material to solve cutting edge technical challenges.


Jolly good. And who can the Graphene Council point to as the only company that The Graphene Council itself has verified as a bona fide producer of graphene?


.. The information will be shared at SAE’s AeroTech event on March 17-19, 2020, in Pasadena Calif., and SAE’s WCX World Congress Experience 2020, North America’s largest mobility engineering event, on April 21-23, 2020, in Detroit.


Full article:

About SAE:

[tini5] 21/11/2019 08:14

"Neill wants to open that offer to investors and institutions, why would they want to pay a premium for shares when they could buy on the open market at the prevailing share price?"

When the BIGT buy in at a premium price, presumably that will set a rerate level for the share price and it will climb quickly from there as we know some HNW individuals are awaiting that signal to buy and there's not much stock in play. The PB price (assuming PIs will get that opportunity), will be a last chance saloon, I believe, to get shares around prices at that level.

Those that miss out will then be left floundering trying to buy back shares they sold in the preceding months. Demand for VRS shares will be at an all time high.

We'll not get much warning it's going to happen, although clues in the Chinese media suggest that something is progressing.


Not sure why it's an awkward question, it's all fairly explanatory. My humble opinion of course...

[superg1] 21/11/2019 08:12

Why would they buy at a premium?

Obvious answer is of news came of such a stake it’s big money and big news.

So if you waited until that news the MMs would take the share price to whatever the premium price is instantly.

[landereo] 21/11/2019 08:08

hxxps://mtdmfg.com/articles/spotlight-dowty-propellers-new-gloucestershire-factory/ Am I the only one linking this to ATI2019 Scale up discussion and Versarien?

[club sandwich] 21/11/2019 07:59

"who do you believe.some mouthy sods hiding away behind there screens taking things out of context and misrepresenting them."Or someone who's been predicting great things for months and months and months but is actually as in the dark as the rest of us?

[jointer13] 21/11/2019 07:58

anyone with half a brain cell would know that to get to a stage to satisfy your customers re scale and quality of product..takes time and trust.
we have done that...verification...so important.
looking forward to the orders coming in now.
all looking good.

[club sandwich] 21/11/2019 07:55

Grahamsmalls - don't go asking awkward questions like that, it won't go down well with the faithful...

[luckyorange] 21/11/2019 07:53

Precisely Grahamsmalls something that the CEO has pointed out few times.

[jointer13] 21/11/2019 07:49

who do you believe.

some mouthy sods hiding away behind there screens taking things out of context and misrepresenting them.

or a very well regarded, highly respected ceo and a great team working away building a world class revolutionary company.

[grahamsmalls] 21/11/2019 07:46

Someone mentioned recently that if the BIGT proposal for the acquisition of up to 15% of the company were to go through, it would be at a premium to the share price. But if Neill wants to open that offer to investors and institutions, why would they want to pay a premium for shares when they could buy on the open market at the prevailing share price?