Versarien Share Discussion Threads

[serratia] 09/1/2017 22:38

Recent selling possible reason -

On Dec 14th City Financial dropped from 5.95% to 4.95%. We know funds slip just below notification levels so they have a clear run without disclosing to the next level,in this case 3%.
I looked at their fund that holds VRS. The terms of the fund are that they can hold 0.5% to 1.5% of the fund value as small cap shares. I don't know the latest valuation but at their last results the fund was worth £200m so within that their limits for small caps is £1m to £3m.
On Dec 12th the value of VRS in their fund was £857k, that is 28% of their upper allocation limit. They may therefore have decided that's too high a concentration in one share.
IF they chose to reduce to 3.001% they'd shed around another 2m+ shares depending on the price.

[humanoid] 09/1/2017 17:18

hxxp://www.nextbigfuture.com/2017/01/mit-makes-compressed-graphene-sponge.html

[luckyorange] 08/1/2017 21:44

Good positive stuff there superg. I'm sure AAC and Carbide will be ramping up sales and production, 2dtech has just started on it's journey and the future is interesting, would like to know how the heat sink side is going but will need to be patient on that I'm sure.

If the price falls any further then I will be buying more !

[superg1] 08/1/2017 19:59

I noted a bit of a problem too which I was going to mention before. The trouble with a new product you don't know what it does until you try it.

EG functionalisation can involve adding chemicals to the GNPs but you won't know the result until you try it. So the question for me is functionlisation to do what when nobody knows the result until you try it.

With so many chemicals and varying loadings combined with the various resins out there the combinations may well be infinite.

It was this line that triggered those thoughts from before. It's a hell of a lot of trial and error involved and covered by this line and a waste of valuable money. You could do 1000's of combinations and get nowhere compared to just plain old unaltered GNPs.

"It is difficult for a small company like us to be able to invest in the full characterisation of graphene so our materials are doing exactly the same thing every time in whatever product they are used in,” says Dr Thornton (HayD).

[superg1] 08/1/2017 19:52

I did say I have been busy and I'm trying to cath up.

Tweeted link by the VRS CEO which is interesting, comments form Haydale and I've picked up on a point or two.

Comments by Dr Matt Thornton, senior manager, Haydale Composite Solutions.

Dec 16

"One potential route to market is the dispersion of graphene in to a composite matrix material such as a thermoset resin or even thermoplastic, to enhance the properties of the overall composite."

Potential !!!! VRS have already bought a factory to do just that.


Then this comment.

While Haydale often finds there is a great deal of interest in graphene, with many engineers having read headlines such as, ‘wonder material… strongest and lightest material yet’, getting commitment from engineers and manufacturers without clear datasheets is difficult.

VRS have the data sheets and the proof of performance as recently announced and what happened weeks after that proof............ an OEM GNP order for a product most likely carbon fibre as that is hat the news suggested.

So VRS can produce verified very high quality few layer GNPs, they can effectively disperse it into composites. They have proven data in carbon fibre and plastics including PEEK. They have a carbon fibre related order, have a plastics factory for the GNP enhanced products factory and PEEK/PAEK collaborations to get those type of enhanced products out there too.

[superg1] 08/1/2017 19:33

If you wonder if VRS are busy then check out the bits out there. Here is one for you and what do they say about good CEOs.......Those that roll their sleeves up when necessary.



Note the 22nd December.

Spike the diet is more that a diet after a drunken bet over the xmas period. There is already a spreadsheet running for those involved. Mine includes getting a 6 pack urrrghhhhh !!!. More chance of that though than AGMs method of production working.

[superg1] 08/1/2017 19:18

I forgot to mention Carbide. It was hit hard due to oil and hit the share hard. On results news this was said to Directors talk. It's just one line but a snippet of information most probably missed and it isn't anywhere else as far as I know.

Total Carbide division, "that’s had a really tough time over the last 12 months but we’re starting to see a significant improvement in conditions following its move into a new facility."

While I'm on that interview re the heat sinks

"most of the activity has been post period but what we’ve demonstrated is significant commercial traction of the thermal products division, we’ve significantly reduced the operating expenditure by about 47% whilst maintaining the sales about the same and we’ve got about 130 customers testing."

Then for AAC I know what's coming there as I had a chat with the AAC manager.

So the since results period looks like growth in revenue in all sectors with graphene starting to enter the fray. It will of course be a shock to the market

So I'm happy and looking forward to the news most of which I've been able gain a fair idea about and other bits that folk will have to find for themselves.

Quite exciting times ahead imo and possibly a few eye-catchers to come.

If it starts going the right way in news (which is already happening if you listen to interviews) the funds will start looking and buying.

[superg1] 08/1/2017 19:05

Lucky

Like you I'm not bothered re the share price what I care about is the business. Some shares fly high and it's simply down to supply and demand when there is no supply around and generally many have no business or revenue just useless hot air.We got ris of 2 supplies and a 3rd appeared. Had the 3rd one not appeared it would be a different case on the SP

Due to my digging I'm and network of info created I'm aware of a few things, so I just sit tight waiting for those to reveal themselves.

As far as I'm concerned it's a high reward potential with a genuine business ideas which have a fair chance of evolving into something very exciting. As said before I have them as the world lead for performance on heat sinks and the world lead on high quality few layer GNPs.

I forget how many they have trialling the copper foam but it's a lot. Not forgetting of course they had to turn down 500k per month unit oers as currently that was too many for them to supply.

As said in news, more collaborations to come and they announce the customer launches of products over the coming weeks/months.

The the supermarket that was the crates. AAC had an order which suggested it would help revenue climb to £5 to £5.5 mill.

So that's another point the market will miss AC revenue up and that figure added to VRS revenue.

Then there is the 2D Tech side. Clearly it is going to hit record revenue to a level as yet unknown, it could climb dramatically from current sales if the OEM ups the order. They did say they wanted to launch a product within 6 months.

[luckyorange] 06/1/2017 16:31

I'm sure I'm on the right thread, haven't you noticed the price dropping? It may have been to let a buyer in for those 90000 but sells dragging it down as people see better opportunities.

Like I said previously, a trading update would not go amiss.

[spike_1] 06/1/2017 15:37

lucky: are you on the right thread?

Best wishes - Mike

[luckyorange] 06/1/2017 13:49

Well, that answered my question, boredom is driving it down, get your wallets out if the insti decides to offload the lot lol. This is one share I'm not concerned about , I do wonder why that huge order for the supermarkets wasn't considered newsworthy 5 million wasn't it?

[spike_1] 06/1/2017 13:01

sg: want to lose weight post Christmas, try 'GoFigure', no exercise required and has a very high success rate:





Best wishes - Mike

p.s. you need to also buy the 'shaker' bottle unless you want to use an electric mixer of some sort.

[handygandhi] 06/1/2017 07:42

hxxp://nanocase.com/universal-nanosticker-for-all-smartphones/

[superg1] 06/1/2017 07:22

A couple of stories that caught my attention. I did realise keeping phones cooler helps battery life. Surely the answer is not a sticker but graphene loaded casings.



Then on the same theme.




It's the sort of tech that will get the market realising graphene isn't decades away but on the cusp re GNP enhanced products.

[superg1] 05/1/2017 22:11

Will catch up too busy at the mo and darn lean in 15 bet has me cooking and exercising what seems like forever.

Only 4 months of it to do arrrghhh.

[luckyorange] 05/1/2017 19:47

Don't remember seeing this one before (posted by 20 per cent on LSE)

[serratia] 05/1/2017 19:42

Exeter -

hxxp://emps.exeter.ac.uk/physics-astronomy/research/graphene/news/

[luckyorange] 05/1/2017 17:27

I wonder if they completed the £100k order in 2016? VRS taking a breather before ramping up, probably not , an update would be useful on how the company as a whole is progressing.

[spike_1] 04/1/2017 10:41

Good morning Sg, and wishing you a happy and prosperous new year!

Glad to see you are - as usual - staying abreast of VRS related developments as far as possible ;0)

Nitpicking: Adjust previous post from 'April this year' to 'RNS 20th April 2016' or similar.

Best wishes - Mike

[superg1] 04/1/2017 07:08

A bit of news caught my attention last night re Warwick Manufacturing group and electric vehicles/batteries.

Warwick suggest they are probably just in the lead re a generation of batteries that will be 80% better (combined aspects) than current batteries making electric cars more feasible. Launch within about a year was suggested.

Just for note re VRS

April this year

Conventional batteries could be significantly improved when enhanced with graphene, allowing for batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times.
Additionally, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles, the board added.
"We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life,” Versarien CEO Neill Ricketts said.

They are also in the electric vehicle sector re Cooling on VRS copper foam which was supposed to be a 2 year project

[christmasworker] 03/1/2017 23:18

is this loss making poop

[superg1] 02/1/2017 19:55

Just noted this while hunting for the Haydale seller with the chief suspect being Octopus due to the small sell trick like Allianz did on VRS which proved to be right.

Other reasons can be fund manager changes.

It is based on historical data of the CFIC Octopus UK Micro Cap Growth Fund which merged with the FP Octopus UK Micro Cap Growth Fund on the 25th November 2016,
and thus may not be a reliable indication for the future.

and elsewhere

City Financial Investment Company (CFIC) has announced its £18.1m CFIC Octopus UK Micro Cap Growth fund will be merged into an equivalent fund managed by Fund Partners, as the group focuses on its core business strategy.

The latest supply for VRS has been City Financial Investment.

It all roughly times when the changes came into play for both shares. While it's speculation it's based on trying to work out who is selling and using all info I can find.

So based on the above info I think there is a fair chance the two funds on merging are clearing out some old holdings.

[superg1] 02/1/2017 19:08

Whatever Timbo I did try to help but hey ho have a good one over there.

[timbo003] 31/12/2016 21:07

I will now leave you alone too, unless of course superg starts trashing the Haydale thread again.

[luckyorange] 31/12/2016 19:12

anley, if you want gossip just follow the poster to their own thread please and mess that one up.

VRS moved into a very tight trading range so it will move one way or another, up hopefully !