Versarien Share Discussion Threads

[richie32] 23/12/2019 10:53

In my experience it is normal for new technologies (or new materials in this case) to go through several stages before the orders come in.

It is also normal for AIM companies to pimp their IP to an early cheap bid and get sucked into exclusivity and obscurity.

VRS are refusing to do this and instead are protecting the IP, selling samples and refusing exclusivity.

Quite right too for the Graphene Council's first and only Verified Graphene Producer.

I think NR’s strategy of building collaborations and links across a wide spectrum of industries spread over many parts of the globe is a good one. Solid foundations.

I also like the fact that Neill has such a large stake. Always a good signal.

I, for one, will give this as much time as is needed. The worst thing that owners of the company can do – that’s us folks – is pressurize the company into tarting itself for a cheap quick deal. All this does is give succour to the negotiators on the other side of the table making good deals less likely.

I see a bright future ahead for VRS holders! Merry Christmas

[alchemy] 23/12/2019 10:33

Yes he said exactly that.

[superg1] 23/12/2019 10:15

I'll find the interview comments.

It was something like O and G testing done, all good, moving to commercial discussions 1st week after we are back.

So it seems to me there is a chance that deal will come quickly in Q1 and then the first revenue generating deal will be up and running and no doubt equate to substantial demand for their graphene/polymer compared to the collaboration and testing period.

In short multi-million pound deals sitting in the wings, some in the 10's of millions and over time no doubt some in the 100's of millions.

EG You can't be sitting their with most major sports companies queuing up and it not be worth a lot of money.

[1retirement] 23/12/2019 10:09

You forgot your Tesla short! Or have you taken your medicine there and decided to crystallize your losses on it?

[wuzy] 23/12/2019 09:58

Yes super l don't need to be persuaded, some late reading last night l went through the intrim report and what struck me was that the forward looking statement was so clear its all going to kick off in the new year, have a great Xmas.

[superg1] 23/12/2019 09:47

Wuzy

NR was quite clear in the interview.

I've only been catching up in full over the weekend.

He said something like he was adding information to the bland statements that get released.

Substitute bland for things the Nomads don't want in there, they call them non sensitive so not worth it. non sensitive means you can talk about it. It seems to be the front running 5 have the occasional horse making a dash up the inside.

In this case it's the oil and gas application. What we know is they have polymer with a polymer of some type with downhole drilling. I had no idea there were any polymers down there other than battery/electronics covers as my mate is involved in supplying them to Halliburton.

What I do know is that drilling is an expensive business. I've watched TV documentaries about it, seen what the fracking process is about, live with the frack operators in a computer controlled room shutting off if certain pressures are at their limit but no frack achieved.

A numpty putting one plug ball in the frack sequence downhole can costs millions as entire sections go unfracked as the ball blocks off sections that now can't be fracked.

So if there is problem with a polymer used (clearly there is) and VRS graphene fixes or materially improves that problem, then the cost savings on lost time, missed fracks, successful drill, far outweigh, probably by multiples the cost involved.

Thus it becomes a no brainier for the oil company, a more or less nailed on deal being talked about right after the xmas break.

Oil companies move fast and spend billions each year on various ideas.

While Patrick was saying crruuuussssh etc, that deal was nothing to do with him, it was rolling well before he arrived.

[1teepee] 23/12/2019 09:43

Told to know;)

[1teepee] 23/12/2019 09:43

The sheep know because they were told;)

[1teepee] 23/12/2019 09:42

Mike and me understand the uniqueness as well;)

[1teepee] 23/12/2019 09:41

I thought you didn't talk about your buys

[alchemy] 23/12/2019 09:40

On one of my monitors Versarien next door neighbour is Tesco.We'd be £100 plus per share to match them.Shouldn't be too long. DYOR.

[wuzy] 23/12/2019 09:17

Yes jointer its that uniqueness that makes this co so potentially a tremendous investment forget about the oh, no revenue no value brigade, no foresight don't know why some people play the investment game, have a great Xmas.

[superg1] 23/12/2019 09:09

You and I do jointer and at the end of the day that is what matters, re personal investments.

[squire007] 23/12/2019 09:08

Happy new years news coming ;-) ... schhh

[jointer13] 23/12/2019 09:07

some people don't understand the uniqueness of this company...never mind.

[1teepee] 23/12/2019 09:05

That's just for Europe. We can sell as much as we like in other regions

[battery] 23/12/2019 09:04

And we already have the REACH agreement to go up to 10T.

[superg1] 23/12/2019 08:55

I actually wanted 54,321 for the thunderbirds are go that is on the way with various commercial deals.

Unfortunately no can do, Wins had some and Cantors. No one would do that amount individually within the spread.

If you pay attention to the news and interviews then commercial deal discussions start right after the new year for at least one product, I hadn't put in the front row (O and G)

I estimate that it will take up the current capacity and they will need new kit, but as 3 tonnes is under £500k to set up with the first commercial deal pending then what is not to like.

Once those deals drop in, forecasts can be made and those funds start to invest. 3 tonne capacity will be instantly wiped out with more to add. Waiting backers will love that it's what they are waiting for after all.

[superg1] 23/12/2019 08:52

Log I see you are about, the fact your typing fingers are moving are a sign you are lying.

Whatever it is I'm buying more having moved some cash around. One buy not showing yet.

Always the same in this market the best time to buy is when it's quiet.

[superg1] 23/12/2019 08:45

Just as an example

Some went on about AGM.

So a question to them.

In detail, how does AGM produce it's graphene?

If that has you head scratching, just know that all the details have been supplied in this thread in detail.

What is a consistent issue with synthetic graphene platelet production by a few known producers?

The details of the issue have been posted many times.


It is all very relevant to your VRS investment.

The details and information looked at suggested AGM production was not viable, they couldn't achieve the aspect ratios needed (Same as the others), it's expensive and as it turns out they can't meet the standard anyway. A matter which is being pursued re some products that have claims of graphene in them that don't.

If news hits that they have had to recall products due to misdescription etc, then those that back them simply didn't do the research to know that is potentially a risk to your investment.

AGM have been 100% proven to openly lie in news releases.

[loglorry1] 23/12/2019 08:38

Excuse the cynicism Mike but it seems what you are saying is "Nobody wanted to buy Nanene as they don't know what to do with it".

They seem to know what to do with GrapheneBlack from NanoXplore who are scaling up to a 10,000 tonne a year plant to meet demand.



We are told by SG this isn't real Graphene but it looks like they can scale production to meet demand and provide it at a price point which makes sense for customers.

[superg1] 23/12/2019 08:37

Some say keep the BB going it educates people with all the contributors.

The trouble is the vast majority do not read the information, many end up in silly coats with those just making things up. They demand challenges from others.

BUT, if they put the effort in over the years they would easily it's complete tosh and simply click filter without response.

Imo don't work about holders that don't understand it, their loss. If they don't understand then don't invest. Personally I find it disturbing that people commit heavily to shares they don't understand fully.

If you don't understand what that bare copper wire is sticking out of your wall is and you try to tug on it, then you are soon going to learn never to touch it again, without doing some very thorough checks first.

[superg1] 23/12/2019 08:33

Mike

Great point.

I was chatting to DK on the topic. He said it like this.

Some will want the graphene and do their own research behind closed doors.

Some want you to do the research and they pay for it.

Some want your graphene but also want you to show them what to do with it, how to disperse it etc.

Some don't want any of the early involvement just supply them with a the product which can be simple added into their supply chain. EG Polygene to a production facility.


There is another factor too. It doesn't follow the path of simply supplying polygene or anything else. The reason is different end user production methods, blow moulding, extrusion etc produce different results. Some lot those results can be zero gains as the method doesn't suit the type of polymer and loadings, yet another method same polymer and loading produces great results.

VRS sets itself apart on graphene but it also sets itself apart on the range of knowhow for end users. It's the combinations of all the pieces that makes it so attractive for them.

I know that, the minority of strong holders know that.