Versarien Share Discussion Threads

[davemac3] 05/1/2020 20:38

just one point about the 3T/year capacity (and I have posted before about this). 3T/year is TOTAL graphene materials (confirmed to me by NR). So take nanene for instance, totally capacity per year is probably no more than 500kg (that's based on some optimisation of the patented process). So as things stand VRS can't produce 3T/year of any single form of graphene (Nanene, GNPs or anything else).

[bobsworth] 05/1/2020 20:32

Mike every time I read your posts I know I have made a stunning early investment in VRS!Thank you for your excellent posts.So VRS must have demonstrated to Airbus that they could produce 10 tons of high quality graphene a year !Thats amazing and highlights the total confidence Airbus must have in VRS which is good enough for me.

[mavfav] 05/1/2020 20:31

So let's get this straight you've been following a company for over a year that you don't actually own shares in loglorryUnbelievable Jeff. I'm guessing you are Moe and the other 2 are stooges as well I know nooothing

[jointer13] 05/1/2020 20:30

The liars appear very desperate.

I can understand why.

[9degrees] 05/1/2020 20:29

UK demand for energy-intensive materials is growing, driving increased emissions in the UK and abroad. UK FIRES is a research programme sponsored by the UK Government, aiming to support a 20% cut in the UK’s true emissions by 2050 by placing Resource E ciency at the heart of the UK’s Future Industrial Strategy.
Industry is the most challenging sector for climate mitigation – it’s energy e cient and there are no substitutes available at scale for the energy-intensive bulk materials - steel, cement, plastic, paper and aluminium. UK FIRES is therefore working towards an industrial renaissance in the UK, with high-value climate-safe UK businesses delivering goods and services compatible with the UK’s legal commitment to zero emissions and with much less new material production.
This is a very worthwhile website to access and read and may have relevance to VRS plans with cement etc . The report was released in November so is very current ans has the support of various universities. Neil suggest you download it and have a read so you can have input asap

[supernumerary] 05/1/2020 20:27

matheus - what exactly is the potential in shower trays? And why did the review take 3 years? We don't share the same idea of good management.

mav - pity about MS :¬) Do you think you've found the new Bill Gates, or do you know nothing?

MB - breath of fresh air. Thanks.

[loglorry1] 05/1/2020 20:24

That's funny Mike cos on Twitter over a year ago you said the 3T machine was "working flat out" I think after talking to directors on the subject.




You also seemed to suggest this was producing cash.

Ah well then just making it up then!

[mikebrenner] 05/1/2020 20:23

Hi Spike1 - sorry I have so many filtered that yours was one of the few posts that appeared!! Suggest others filter more and starve then of oxygen then the board doesn't get clogged up responding to the dross that the likes of loglorry post

[spike_1] 05/1/2020 20:19

mikebrenner - not sure you understood my post.

Everything you just said I know already.

My point is simply that loglorry's credibility is based on his statements being factually correct, and I was challenging him to provide proof that they were.

Best wishes - Spike

[jointer13] 05/1/2020 20:19

It’s all been about the preparation

Now ready to go.

[ic0gcds00] 05/1/2020 20:14

https://www.androidauthority.com/graphene-batteries-explained-1070096/

[mikebrenner] 05/1/2020 20:08

Spike_1 ... to clarify your point it's less about the annual capacity and more about the speed you can turn around scaled up orders. The machines are not running flat out through the year - far from it, but when a collaboration partner needs a scaled up order in KGs VRS can deliver it in days vs weeks/months that it would have taken on previous kit. This speed is what is most important, followed by the proof to partners that they can scale the 3 tonne p.a nanene process or graphinks multiple times to meet their volume requirements at commercially viable prices (see airbus recent consortium funding from EU graphene flagship with the requirement for proof of ability to produce 10 tonnes p.a).

[mavfav] 05/1/2020 20:05

If you want I'll hold your breath for you too When you look in the past you only see the past When you look to the future you'll see me looking back at you smiling.I'd post elsewhere but you probably wouldn't see it I know nooothing

[spike_1] 05/1/2020 20:02

Testicle: you clearly don't think VRS is a good company to invest in, so please explain why you invest your time on this BB if you have nothing to lose .... unless of course you have something to gain by the price going down?

PLEASE EXPLAIN - very simple question !

Best wishes - Spke

[luckyorange] 05/1/2020 20:01

“The US has ARPA, which looks at the major breakthroughs in technology. The British private sector is so great at research and innovation, we can partner better, look at breakthrough technologies. it’s something that will bring a big economic return. hxxps://blogs.spectator.co.uk/2020/01/sajid-javid-its-time-to-tear-up-the-old-investment-rules/

The Katy Balls article above has raised a few eyebrows with Dominic Cummings saying "lets get ARPA done" which she admits that she gave no credence to at the time and then obviously it struck a chord with her now that Brexit is done bar for the date.

It is no coincidence that two DIT employees have been in active and constant communication regarding Versarien and their activities. Always good to look back and the penny starts to drop.

"Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that Matt Walker, Head of Outward Direct Investment at the UK Government's Department for International Trade ("DIT") has joined Versarien on a secondment for a minimum of 12 months. During this period he will work exclusively for Versarien and will be Head of International Strategy and Government Relations.

Since the DIT's creation on 13 July 2016, the Secretary of State for International Trade has been clear that the DIT should support UK businesses with their overseas investments and has named this as one of the department's priorities. A key reason for this is because academic research suggests that companies who invest and/or export overseas are more profitable. More profitable UK companies are, therefore, extremely valuable to improving and benefitting the overall UK economy.

The DIT has recognised that Versarien is increasing its activities in international markets and that in order for Versarien to fulfil its ambitions in these markets and to ensure that it creates a robust and sustainable international investment strategy, it would benefit from further UK Government support, alongside private sector support.

The DIT therefore agreed to the secondment of Matt Walker to help progress Versarien's overseas investment ambitions, ensuring Versarien benefits from UK Government connectivity and UK Government benefits from the knowledge gained through seconding a senior resource into the private sector.



Neill Ricketts, CEO of Versarien, commented: "We are delighted to welcome Matt Walker to Versarien. Matt will be key to ensuring the successful continued international expansion of Versarien and maintaining our special relationship with the UK Government.

"I would like to express my sincere thanks to the Department for International Trade for their continued support and in particular their faith in Versarien through seconding such a senior resource.

"The inclusion of Matt in our growing team enables us to focus on our plans for the international expansion of the Nanene Brand in multiple locations and regions, whilst still focussing on our current collaborations, which are progressing well, and additional projects we are discussing."

Dated 22nd May 2018 and int that time it has all moved forward at a massive pace with one per assigned geographical region with a further secondee.

ARPA will be done as there are no barriers to hold it back now and just a guess that Versarien and its shareholders will benefit handsomely having the Government fully behind them.

Aecom should have a filip shortly with the intention of bringing infrastructure investments to the fore ..... as an aside they are also going to fill in all the bloody potholes, no idea if the Highways Agency are aware of the improvement in quality that graphene will give.

Potholes only re-occur because the poor quality tarmac goes in and as we all know better quality is longer lasting in that respect and saves money over time.

[woodpeckers] 05/1/2020 19:58

“These two Graphene Flagship spin offs join the numerous other companies in the Versarien group, creating a real force to be reckoned with for graphene commercialisation and business growth.
Graphene Week 2019 is your opportunity to hear more about these businesses, to learn from the leaders who are setting the pace in the graphene market.  With big players, such a Crucell, showing exactly what is possible of spin-offs and SMEs, the businesses that have spawned out of graphene research will no doubt play a huge role in bringing graphene products to the mass-market.”

[matheus7777] 05/1/2020 19:56

Supernumerary - they bought them due to the potential, reviewed the product mix, and decided to shift the range towards higher margin products. Nothing wrong with that, sounds like good management to me. If youre not invested in VRS, then why are you spending your Sunday night on this board? Are you the only financial advisor on the planet who gives their time up for free?

[jointer13] 05/1/2020 19:53

Wow....people posting on a Sunday night who don’t hold shares in the company....what does that tell you.

We have seen it for the last days....desperation.

Never mind.

[supernumerary] 05/1/2020 19:47

Matheus

'culling of low margin products'. So why did they buy them in the first place? As I pointed out at the time (hence no hindsight) it was daft - what did sales of shower trays bring to the business? Nothing but a management distraction. Ricketts has taken 3 years to wake up to what was obvious at the outset.

It was the same with the copper foam - everybody told him from the beginning that it wouldn't work, but oh no, he had a dream, so he pressed ahead. Sadly they were right and he was wrong. Even more sadly it took him 3 years to work that out too. He seems to manage his businesses at the speed the gerbil reads.

But making way for high margin products? Such as? He's already got 3T capacity we're told, and nobody to buy the product. And will the shower tray making skills come in handy? Will the machines be useful? Or will he have redundancy bills, and equipment mortgages to pay off for no good reason? Did you ask the CFO these questions? Have you even asked yourself?

Mavfav - so what you're saying is you didn't see Microsoft, you didn't buy the shares, you didn't make a fortune from it, you had some sort of career in IT, and you still know nothing. Why am I not surprised?

When you work out the difference between 'an interest' and 'a financial interest' maybe you'll be able to change your idiot sig. But I'm not holding my breath.

[oracle6] 05/1/2020 19:46

But VRS are already making graphene are they not? Isn't that 3T machine not constantly on shift?

[the fat controller] 05/1/2020 19:45

Two Govt secondees, over 80 ongoing discussions on potential contracts, 4 Chinese government/ regions interested in taking equity stake in Versarien. All good, all heading one way. Patience, that is all that’s required.
Chill and relax.
TFC

[mavfav] 05/1/2020 19:40

Not a good comparison BoracleElon was already building cars and We help make other products better and that requires testing In time you'll see a different perspective but then again if this was a horse race your horse would be blinkered I know nooothing

[oracle6] 05/1/2020 19:30

18 months ago, we're dotting the Is and crossing the Ts on the China deal. Still the investors wait. Meanwhile Musk stands on a empty space in China and states he is going to build a giga-factory. Inside one year Musk has his giga-factory built and producing cars for the China market ALL IN UNDER A YEAR! Must be some deal VRS are putting together!

[oracle6] 05/1/2020 19:25

Oh dear, is the boss over on the Discord group rallying the troops? Rather than rousing the team to enter BB discussions maybe delivery would be more beneficial?