Versarien Share Discussion Threads

[davemac3] 07/1/2020 15:28

It sounds like a cult

[oracle6] 07/1/2020 15:10

Schmally, are you in that private group? You should know I have no issue with private investors being in whatever chat groups they want for whatever share they want, to discuss whatever tickles their fancy. I do have concerns though when the private chat group contains two senior members of the management team, to which you (if you're in there) or other private investors can channel questions directly to those senior managers and presumably recieve responses to those questions (otherwise what's the point in having them in there). Concerns are further raised when those questions and possible responses are retained privately within the group and not available to ALL investors! Why would you think those PIs want to keep it a secret?

[cotswoldsparky] 07/1/2020 14:49

Some interesting predictions in this report about the growth of high pressure, high temperature (HPHT) wells and the need for more advanced materials to cope in such a harsh environment. Let's hope we find out more about the VRS solution in the coming weeks, clearly aimed at this type of well...

CS



The HPHT well type is estimated to be the fastest-growing segment of drilling and completion fluids market during the forecast period. The term HPHT is applied to wells that have only high pressure or high temperature or both these characteristics. HPHT wells faced challenges while well construction and production of oil & gas. The E&P activity increasingly involves operations in HPHT downhole conditions.

Advancements in technologies during the past decade have allowed the operators to address numerous challenges of drilling HPHT wells. As the HPHT drilling activity continues to grow and well conditions become more severe, more advanced devices and materials will be required. The main aim is to reduce the drilling risk by enabling better well placement and improved borehole stability. In the current oil price scenario, the drilling of HPHT wells is economically less viable. However, as the oil prices increase, the drilling of HPHT wells would also increase.

[schmally] 07/1/2020 14:43

Oracle6: In response to your comment:

"Still no bull able to tell us if two VRS management members are in the Discord group?"

You should know ;) Are you trying to gain access again? By the way is there anything wrong with groups of people discussing topics of interest regarding their investments on private forums whilst strictly adhering all stock market rules?

It's perfectly understandable and reasonable for people to want a forum free from people deliberately trying to de-rail sensible and polite discussions and posting lies. And why exactly do you think anyone would feel the need to respond to such irrelevant questions from a faceless troll.

[oracle6] 07/1/2020 14:21

Looks like traders taking their pennies now. Securing profits from the technical move this morning and no news. Rinse and repeat. They did it in all the trading ranges down to here. Are you taking any profit from buys this morning? Some people do, some don't.

[laginaneil] 07/1/2020 14:18

Thanks Tim,

My screen showed spread as 82 82 ? at 11:09.

Still picking things up.

[tim3416] 07/1/2020 13:57

Make your mind up you sad individual, I thought you said it was traders taking it up?? Lol

[oracle6] 07/1/2020 13:55

Still no bull able to tell us if two VRS management members are in the Discord group? Still private I assume and only for the select few, all very convenient. What's driven the confidence in the share price today? All simple questions that no-one in the private group wants to answer.

[squire007] 07/1/2020 13:53

News from USA not far away, Aecom on a mission :-)

[tim3416] 07/1/2020 13:53

Buys at that price at that time I think Neil probably one trade cancelled

[laginaneil] 07/1/2020 13:51

Late reported sell 20K at 11:09 + 10K reported - info

[schmally] 07/1/2020 13:33

Billwave, Once again your attempts to misinform are woeful. You stated that:

"If you believe for one minute that Aecom is not still considering any other products during this phase for their Arch to allow the integration of their technology on such a scale then you are naive. Once VRS involvement is confirmed for the production phase it will become fact not hope and speculation."

Once again, I will reiterate that VRS have already been named by Aecom as their materials supplier (Fact). If as you "guess", Aecom are still considering other products, then any alternatives must be at least 6 months behind in testing and there is no evidence to suggest there are any other alternatives currently being tested in a "live" environment, or being lined up for testing.

For those of us that have either spoken directly to or made contact with members of the Aecom CNCT Arch team, it's patently clear that the current arch in testing far exceeds all their initial hopes and expectations, hence their very public excitement about the product and it's potential (Fact)

Everything I have stated about the arch is fact. Everything you have posted is assumption. You are free to assume whatever nonsense you like, but the reality is that all known facts, clearly indicate the product is close to launch and could be produced very quickly for installation into planned and proposed new major infrastructure products. Once the live testing in Bristol is complete, TFL and other rail operators will have confidence to proceed. Aecom are simply waiting for infrastructure contracts to get the green light and funding to be released.

[festario] 07/1/2020 13:31

It looks to me like some are trading between IOF, VRS, and back again today.It just allows me to add a few cheap IOF shares.

[superg1] 07/1/2020 13:30

Just out of interest

I note IG record the catcall profit at loss rate per client on their site.

The facts they have are 68% of their customers lose money when spread betting.

[woodpeckers] 07/1/2020 12:52

Great find Jointer, good to see Versarien named...just for those who may have skimmed the article if short of time...

Investors who want to gain direct exposure should look to these different parts of the supply chain for opportunities:
Material developers/suppliers: This includes not only the mining sector (lithium, cobalt and nickel) but also companies, such as Versarien, Nabaltec, IBU-tec and Ohara, are developing better materials to drive battery improvements.

[superg1] 07/1/2020 12:41

Jointer

On that point here is my understanding re Gnanomat.

It has been known that metal oxides added to graphene is an answer to better batteries.

What was missing is a tech that can mass produce the metal oxide graphene for battery use. Gnano had the tech, VRS had the graphene and hence the link up.

So if that proves to be a hit then that alone is massive.

[jointer13] 07/1/2020 12:28

Batteries play a critical role for a low carbon energy future.

"Investors who want to gain direct exposure should look to these different parts of the supply chain for opportunities:

Material developers/suppliers: This includes not only the mining sector (lithium, cobalt and nickel) but also companies, such as Versarien, Nabaltec, IBU-tec and Ohara, are developing better materials to drive battery improvements."

The switch from fossil fuels to renewable energy alternatives and the electrification of energy is one of the key elements of delivering carbon neutral economies.
Batteries are set to play a critical role in delivering this low-carbon future, largely as a result of the critical role they will play in transforming the future of the transport, by rapidly accelerating the adoption of electric vehicles (EVs) and the decarbonisation of the electricity grid.
Listen: How to reduce reliance on grid power in Africa?
Limiting climate change to 2oC (or even lower) requires both the transport and power sectors to significantly decarbonise by 2050.
Batteries represent both the most feasible alternative to fossil fuels in many transport modes and an important way to balance the intermittency of wind and solar electricity generation.
Investors seeking to play this transformation should focus on material battery developers, manufacturers and deployers.
These are the conclusions of Edison Group’s latest report into the sector, ‘Battery charge: The rise of lithium-ion—options and implications.’
Electric charge – rise of lithium-ion batteries
For years, the role of the lithium-ion battery remained in question, with those attempting to realise its full potential inevitably confronting barriers in manufacturing, cost and market acceptance.
Listen: AfDB power expert to explore power alternatives
However, the chemistry involved in the manufacturing process is rapidly improving and we expect the engine of the market’s performance gains to be improvements in chemistry and design.
This will lead to cost decreases, allowing the battery—previously too costly to be viable in many industries — to become a powerful disruptor.
Advancements in anode materials have led to storage improvements of up to 181% and charging speeds of as little as six minutes while cathode developments have led to a 44% capacity increase.
Additionally, though still in its early stages, the arrival of solid-state technology in the future promises to revolutionise the applications of lithium-ion batteries by making them smaller, more efficient and safer.
We see the lithium-ion battery market trebling in the next decade.
The question is not if but when we can expect sectors such as transport, raw materials, nickel (class 1), oil and gas, as well as power to see the implications of the battery’s rise.
Read more about energy
The lynchpin of this change will be lithium-ion reaching price parity with fossil fuel equivalents by the mid-2020s.
Transport will see significant impact from soaring demand for EVs
It is difficult to understate the size of the transformation that will occur.
Arguably the shift to EVs will be one of, if not the most significant industrial transitions in the next 30 years.
Many (mostly European) countries have set long-term targets to ban the sale of petrol/diesel cars and over 94 cities (700 m inhabitants) have announced plans to restrict them.
Car makers are gradually responding, spurred on by ever stricter CO2 emissions targets. Our research forecasts that EVs (including hybrids) will account for 38% of new car sales by 2030, with growth expected in other transport modes along with the electricity sector.
Our findings make it clear that the rise of the EV is an inevitability rather than a possibility. We believe investors should be asking themselves when, not if, EVs will start to dominate the market.
The key to this conclusion is in the price of batteries versus fossil-fuel competitors. Since 2010, the price of lithium-ion battery packs has fallen on average 18% a year to $176kWh in 2018.
Investors can safely expect EVs to reach price parity with fossil-fuel alternatives by 2024 in most markets.
Once this line has been crossed, it will be cheaper for car makers to sell EVs on average, which should result in an increased adoption rate across markets.
Current estimates have the sales of EVs growing from 2% as of 2018 to between 25% and 46% by 2030, making for sales of 23-43m and an EV fleet of 125 m to 250 m.
Assuming there are no significant policy changes in this time, we expect China to account for 50% of the market by 2030 and penetration of new sales reaching almost 50% in Europe, with the US coming in somewhat lower at 30%.
The wider acceptance of EVs as an alternative to fossil fuels additionally stands to significantly reduce the amount of CO2 emissions put into the atmosphere annually.
If more governments treated climate change as an urgent issue and made meaningful responses in the form of policies (subsidies, taxes, targets combined with charging infrastructure investment and parking incentives), these estimates would substantially increase.
Batteries will play a critical role in decarbonising the electric grid
We also expect to see batteries play a crucial role in the decarbonisation of the electric grid.
National Grid estimations show current UK electricity consumption rising by nearly 50% by 2050, a figure partially driven by EV usage and heating.
If national climate objectives are realistically going to be met all of this power must come from intermittent sources such as wind and solar power.
This will then result in an increased demand for rapid storage growth to ensure power consumption needs are met, even when power sources are not producing energy.
While the role that storage will play in the energy has yet to be defined, we have already seen significant investment into infrastructure in countries such as Australia, and the National Grid estimates the UK will need a further 8GW of storage by 2030.
Investors’ have an attractive power-play
While some investors may worry about the disruption lithium-ion batteries threaten to cause oil and gas industries, they also present great opportunities to capitalise on a new industry still in a relatively young phase.
Investors who want to gain direct exposure should look to these different parts of the supply chain for opportunities:
Material developers/suppliers: This includes not only the mining sector (lithium, cobalt and nickel) but also companies, such as Versarien, Nabaltec, IBU-tec and Ohara, are developing better materials to drive battery improvements.
Battery manufacturers: The market is still relatively fragmented, which means that scaling will be a key marker in the drive towards cheaper batteries. As some manufacturers grow, it will also put pressure on smaller competitors to expand. Two to watch are LG Chem and CATL.
Battery developers: There are two key players here—Tesla and BYD—but investors looking for other avenues into this sector can look to energy storage funds like GRID and GSF.
The report highlights 36 companies that we believe would benefit from the above scenarios and which we think worth investors considering.
Dan Gardiner, Director at Edison Group and author of the report, says:
“It’s clear from our research that it’s not a case of if but when demand for lithium-ion batteries will rocket and trigger the most significant industrial transformation in decades as the demand for electric vehicles soars and there is a further significant impact on sectors across the economy, such as power, raw materials and oil and gas.
"Investors looking to play this theme have multiple opportunities to do so and we recommend they should focus on material battery suppliers, manufacturers and developers.”

[alchemy] 07/1/2020 12:17

Exactly .I meant marketing but erroneously said sales .

[shavian] 07/1/2020 12:08

NR has often said that a sales force is a very low priority for VRS at this stage. Global giants are signing up as collaboration partners; VRS will be snowed under with orders when all the testing has run its true course. Employing extra salesmen would be an expensive waste; in any case NR, DK, MW and Nanosteve are super-motivated salesmen in their own right.

[alchemy] 07/1/2020 11:50

There was a post a day or two ago asking if we were selling to FTSE one hundred companies.I've just looked up the FTSe constituents. Wow , Banks , Financial Services, Retail .Ok Rolls Royce, BAE, Smiths Industries and some others. Taylor Wimpy maybe and given the scope of Nanene others will consume. The Wow is because I recall the FTSE that included Tube Investments and Dunlop and Turner and Newall and, and,andSo, I'm sure we're pushing where we need but a sales force of great number? Not needed. Got me thinking , and reflecting, thanks.

[billwave] 07/1/2020 11:50

Some sleuth, that buffoon has been giving meaningless second by second commentary on the share price and who may or not of been selling for two whole years that I know of, look where that's got you. Jeez.

[ad631] 07/1/2020 11:45

Hope Neill & Co are practising their moves for signing our first 'biggy':)

[superg1] 07/1/2020 11:39

rich

It's a collective effort behind the scenes, I'm just the one that posts.

Certainly not Will B he loves where VRS are going with their link ups.

[1teepee] 07/1/2020 11:37

I'm sure you can follow another;)