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[tini5] 03/12/2019 12:14

I don't really think it matters that there's no mention of VRS on the MAS website, any more than I would expect Premier Foods to announce they were using a type of flour from a new supplier.

However the great news for those that find such things important, they do have a published phone number.

[mandatory] 03/12/2019 12:11

Chris in China, Matt in japan.

Chris is commercial director, Matt is one of secondees if I’m not mistaken.

Japan is auto parts? They might have higher Graphene quality thresholds than US manufacturers like ford.

My next car will likely be a Lexus if vrs deliver any actual wonga to me before I’m too old.

[bbmsionlypostafter] 03/12/2019 12:03

Wasn't there a VRS/NR meet & greet in Cardiff yesterday evening??

The cult is v. quiet about it, with more chat, and v. little of that, about NR's dad being there than anything else.

Magic wearing off?

[alchemy] 03/12/2019 11:54

Yes Tradeshows are not attended by decision makers."A busy November" wasn't Delphic though, MAS was concrete (ha) news. Still can't work out why so muted a reaction.

[ridicule] 03/12/2019 11:26

Interesting podcast. The good bit was the fact that this commercial agreement is not for VRS to be just a commodity supplier, rather it is for them to become a joint commercial partner able to exploit their own end customer contacts and help each other to accelerate the commercialisation of grapheme in textiles. I also liked the point where Neill referred to Nanene as a trademark that will be used on end garments.

The less good bits of the interview. NR advocated going to the Mas website to learn more about them, yet this news, unlike other Mas news items, does not appear on the Mas website. Why not? VRS should have ensured that it did. The second bit of less good news was that NR explained the busy month of November was taken up with tradeshows, rather than the closure discussions on some of the big five. It is still difficult to determine the timescale for meaningful revenues to flow and he should be in a position to at least provide a provisional forecast, 6 months, 9 months or why it is indeterminate at this stage.

[alchemy] 03/12/2019 10:18

Crumbs. A new perspective .

[alchemy] 03/12/2019 10:18

He's struggling to keep it at 5 !

[alchemy] 03/12/2019 09:51

That expression folk use viz. "de-risked" lets look at that more closely.I really think that at this price having heard about MAS and read what they're web-site says we are already de-risked AT THIS price level. I.e the earnings from textiles will cover overheads and a profit level that justifies a marcap of £140 million or so. Within a year of now is quite plausible. So discounting everything else we're we to fall a little from here there's an elastic pulling us back to , and imho, over where we are . Not that we will fall because of all else going on'

[clint fleecewood] 03/12/2019 09:47

Apologies, just read the tweet and NR says China. I thought that was your addendum.

[clint fleecewood] 03/12/2019 09:45

Odd, he's now dropped footwear. I guess arch and concrete are both with Aecom so maybe class that as one, Oil & Gas = 2 , MAS 3, Aero 4, Footwear 5?

[woodpeckers] 03/12/2019 09:34

Thanks Melf, even better!

[melf] 03/12/2019 09:30

Neill Ricketts
@neillricketts
·

Aecom Arch, Concrete, Oil and Gas, MAS, Aero part. Plus China

[clint fleecewood] 03/12/2019 09:23

Glad you spotted that too. I was using my fingers and had one spare. As Woody said, presumably BIGT is 5.

[1teepee] 03/12/2019 09:17

Yeah 1 plus 1 plus 1 plus 1 does not equal 5

[1teepee] 03/12/2019 09:12

How come this guy is so much better and more professional than Justin?Seems like Justin is part of the rogue division at vox

[woodpeckers] 03/12/2019 09:06

So Neill said at the end "...those are the main 5 we are working with" ..after listing AECOM arch
Concrete (AECOM)
Sports shoes(Vivobarefoot?)
MAS textiles...

So presumably BIGT is the 5th...

[clint fleecewood] 03/12/2019 09:01

New podcast
hxxps://www.voxmarkets.co.uk/articles/q-a-with-versarien-vrs-ceo-neill-ricketts-29878ff/

[woodpeckers] 03/12/2019 09:00

Great interview, well worth watching. The interviewer was certainly impressed! 'Real graphene, wow!' Let's hope we get more of that reaction.