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[j1nxed] 10/1/2020 11:18

I've seen a few posts talking about Nanoxplore and comparing them the VRS, sadly a lot of misinformation is circulated here

1)Nanoxplore is taking a different route to commercialization. They are in the "Build it and they shall come camp". You take a lot more risk, but it gives you a massive first mover advantage, why? Because all the MoUs that all the companies have signed have a commercial end goal, but how much are they worth if there is only one supplier (of commercial quantities)? The risk is obviously very high considering that you need to deliver on your promise to actually deliver

VRS is going the other way with signing a lot of MoUs to "lock" in a customer into their chain and thus proving that they have enough demand to scale up, the risk here is that Graphene in itself is not unique (just like copper, it can come with impurities) and would it be possible for VRS to be replaced if they can not deliver the quantities that others can?

2)Nanoxplore is targeting a massive market (Carbon Black) that requires a low cost to entry. According to their Feasibility study the total addressable market is between 8-12M t/pa IF Graphene is sold at roughly $8/kg. Why does Graphene need to be this low in order to enter this market? Simply because these are price sensitive bulk markets, for example the PE, PP, PVC market is at 72,500,000/Tpa and a dollar per kilo (Graphene was used at 5% loading weight) means that the cost and material advantage becomes moot if it is too expensive to sell

VRS is not looking to target this market which in turns means that they wont compete for the same market initially. The only way i can see them compete is if Graphene black 0x and 3x can replace Nanene in those applications

3)The reason why Martinrea became a large stakeholder is that they have a vested interest in commercialization of Nanoxplores materials, they have stated numerous times that they are working with Nanoxplore to develop products. Here is a transcript from their last CC just to

Kevin Chiang

And just last one for me. Thank you. Just last one from me. Your investments in NanoXplore, can you remind me, are you working on anything with them? Or is this just an equity investment in a company that's advancing working in graphene? Or are you preparing to do anything with them? Any color there would be helpful.



Pat D'Eramo

Yes. So we're a big believer in the materials, so we're definitely an investor, but we are also working on a number of products. My expectation is we'll see potentially one of those products available for sale in 2020 if all goes based on our testing so far, which implies we'll be ready.

Fred Di Tosto

From the investor side, we're encouraged by the prospects. As we noted, we increased our ownership level in the company to 25%. But separate and apart from that we have development agreements and we're working with them on a number of products.



Martinrea invested pretty early in Nanoxplore and have done so several times. MAsongraphite also invested early in Nanoxplore but needs to raise capital to build their Graphite mine which was at first intended to supply Nanoxplore, but Nanoxplore are sourcing graphite from different sources at the moment. I don't understand how people can spin this into something bad, an end user that is looking to buy your product is also interested in a stake in your company means they consider it a strategic investment that they would want come control over.

This is what VRS is looking for as well, but they have chosen the other route to commercialization, which also means that it will take longer for those strategic investments to pop up (as is evident from the major shareholders).

5)Nanoxplores main focus is producing large volumes, as is evident from their Patent filing

hxxps://patents.justia.com/assignee/nanoxplore

VRS seems to target fewer layers in order to extract a much much bigger premium per kilo, but volumes will be a tiny fraction of what Nanoxplore targets. VRS holds one patent for production which was filed by 2-d tech almost 4½ years ago

hxxps://patentimages.storage.googleapis.com/c2/11/6f/5e7e0baab92811/WO2016063036A1.pdf

I think Nanoxplore should be considered a copper producer and VRS a gold producer. Gold for example has better conductivity but is too expensive to use in everyday applications such as wires and cables but gold has its own market. you don't see Newmont going out of business because Codelco mines copper



With that said, it is evident that both companies can exist in the same space without competing against each other in the early cycle. Graphene has to potential to be an absolute beast of a market down the line and i firmly believe that once commercialization begins it will go at lightning speed. Nanoxplore proves that there is capital that wants to bet on commercialization and VRS proves that investors are willing to wait for MoUs before they begin.

[bbmsionlypostafter] 10/1/2020 11:16

Is superg1 the reason the police are known as 'the filth'?

Not sure he understands that TW & Shareprophets have taken on much bigger companies than VRS & much wealthier share promoters / fraudsters than Neill Ricketts. Having a go at TW's wife & family is like waving a red rag to a bull, it'll only make him dig deeper & work harder to expose the BS here.

[club sandwich] 10/1/2020 11:02

TikTok videos are around 15 seconds, I believe. That's WAY more time than VRS would need to release all the significant news they haven't got...

[loglorry1] 10/1/2020 10:58

I think that VRS need to urgently clarify Neill's news revealed on the Discord group. He says that there was "a much better deal as detailed in the RNS update" but which RNS was that?

What was the deal with BIGT? When did he state that it had been dropped for a better deal?

What's next? News via TikTok videos?

[tim3416] 10/1/2020 10:56

Can still sell big numbers!! Someone wants these. Strange goings on :-)

[1teepee] 10/1/2020 10:53

Excellent deflection. I was trying to help you not cross a line you may regret, as you were quite upset yesterday. I'll let you continue eating your denial pie, good luck finishing it, they take forever. Super g string gave me that gem ;)

[club sandwich] 10/1/2020 10:51

It hasn't happened until it's happened. It hasn't happened.

[1teepee] 10/1/2020 10:49

It's happening, why say otherwise?

[alchemy] 10/1/2020 10:40

Than you . Inspired by your repostings.- And my desire to escape awful strings of vile ad hominem debate.

[club sandwich] 10/1/2020 10:30

Fest - yes, yes it is. Saint Ricketts' halo has slipped *big* time. It's all escalating very unpleasantly for him: if he doesn't deliver something very good very soon (and maybe even if he does) he could be in very serious trouble. And by 'soon' I mean literally the next week or two.

[festario] 10/1/2020 10:24

Its all back peddling isn't it.

[club sandwich] 10/1/2020 10:21

"Not sure we ever said major hub."

Interesting - doesn't take the opportunity to deny it's an empty serviced office?

[jointer13] 10/1/2020 09:55

good luck with that !!!

[alchemy] 10/1/2020 09:53

I have a project.I'm going to write a spreadsheet .5 main projects 40 subsidiary ones.Various margins.Attrition ratesGrowth rates.Min Max RevenuesScope ...how many years? E G Arch 30 : Concrete 50 plus 40 I'll allow between 20 and 35 to flourish with contributions of between 20k per annum and £10million.Vast project , More Tostoy than Blyton.Keep me away from the rancour and MM s flipping!Bone chance a tous

[nellyb] 10/1/2020 09:36

Your spiel on this fred achieves absolutely...….. NOTHING!

[alchemy] 10/1/2020 09:31

I have a project.I'm going to write a spreadsheet .5 main projects 40 subsidiary ones.Various margins.Attrition ratesGrowth rates.Min Max RevenuesScope ...how many years? E G Arch 30 : Concrete 50 plus 40 I'll allow between 20 and 35 to flourish with contributions of between 20k per annum and £10million.Vast project , More Tostoy than Blyton.Keep me away from the rancour and MM s flipping!Bone chance a tous

[tim3416] 10/1/2020 09:10

MMs willing to take unusually big numbers of shares again this morning despite some selling. A good sign imo :-)