Versarien Share Discussion Threads

[jointer13] 11/1/2020 14:43

the importance of having graphene materials verified.

plenty of info out there.

there is a lot of fake graphene out there...poor quality material.

"seems that the high-profile scientific discoveries, technical breakthroughs and heavy investment in graphene have created a Wild West for business opportunists: the study shows that some producers are labelling black powders that mostly contain cheap graphite as graphene, and selling them for top dollar."

"This makes it impossible for a buyer to compare materials from different suppliers without actually testing each sample, and a full graphene sample characterization by a world-class lab costs approximately $12-15,000 - per sample!"

"Successful commercialisation of graphene materials requires not only the ability to produce graphene to a declared specification, but to be able to do so at a commercial scale. It is nearly impossible for a graphene customer to verify the type of material they are receiving without going through an expensive and time-consuming process of having sample materials fully characterised by a laboratory that has the equipment and expertise to test graphene."

Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that the Company is the first graphene company in the world to successfully complete the Graphene Council's "Verified Graphene Producer" programme (the "Programme").

The US-based Graphene Council's Programme is an independent, third party verification system that involves a physical inspection of the production facilities, a review of the entire production process, a random sampling of product material and rigorous characterisation and testing by a leading, international materials laboratory. The Programme is based on the most recent developments in globally recognised graphene standards, surveys of graphene producers, researchers and users, as well as analysis of commercially available graphene products.

The Graphene Council have designed the Programme to be an important step in providing customers and end-users with a degree of confidence, that has not existed before, that they are sourcing material from a reputable supplier, bringing transparency and clarity to a rapidly changing and opaque market for graphene materials.

"This is a huge validation of our technology and will enable our partners and potential customers to have confidence that the graphene we produce meets globally accepted standards."

this makes us quite unique.

we know what we have... and so do a lot of others.

orders ready to come...as per rns's.


don't listen to the bashers.

we are right at the forefront of the graphene revolution.

[phoenixs] 11/1/2020 14:37

The problem that some people have with Versarien could be that Versarien are at present a world leader in Graphene and the its development.
In the past some have promoted other companies which have now fallen by the wayside.
Others are still promoting companies which do not have the commercial capabilities to manufacture high grade Graphene. Independent verification is not paid for. It is achieved by having the product which meets the criteria set by the independent body. It is nothing but a lie to suggest that Versarien achieved the verification by paying for it.

[jointer13] 11/1/2020 14:32

"The VRS graphene is so the ONLY graphene worldwide to be accredited by the Graphene COuncil which is an independent body.
As of now, no other company in the world has completed the Graphene COuncil’s “Verified GRaphene Producer” programme."

I cannot stress enough how important it is to have Completed the Verified Graphene Producer Programme,

hence airbus using our materials

[phoenixs] 11/1/2020 14:30

Re BIGT...we have been told that it has expanded considerably since it was first muted. In every deal with no matter whom, IP has to be protected. It is also a very well known fact that Chinese entities are experts at getting a lot for very little, whether it be IP, share if profits, control of agenda etc etc. .....the list goes on. Neill has reiterated many times that he will only do a deal if the terms are beneficial to VRS. That does not mean to the detriment of the Chinese because in that situation there would be no deal.I would also add that the Chinese are not the only game in town.
This sole emphasis by some on BIGT is a red herring to detract from the other commercial opportunities on which Versarien are working.

[scrutable] 11/1/2020 14:26

c-s
I'll stick with my finding that you are stupid enough to try to communicate solely through vituperation - and too stupid to consider the sense of anything you read -like the average time needed to develop useful applications of a new material

[jointer13] 11/1/2020 14:18

good post phoenix

just goes to show how brilliantly the team have done to get to this stage.

ready for commercialisation.

anyone would think they have a plan.

[alchemy] 11/1/2020 14:14

Unacceptable. There follows an adverb of degree. Totally.

[schmally] 11/1/2020 14:07

In response to Logs comment that the fact that IP protection has been one of the reasons an agreement has not yet been reached is material and should have been shared publicly. It was! On numerous occasions including in the AGM which I attended and heard first hand

Log. Please feel free to inform the NOMAD who was obviously in attendance as well. I’m sure they’ll be really concerned

[woodpeckers] 11/1/2020 13:59

Please remove that post CS.

[tini5] 11/1/2020 13:56

Log you try so hard, it’s commendable....sort of.

The reason people listen to Neill is because he’s the CEO and an infinitely more trustworthy source of information than you are.

[scrutable] 11/1/2020 13:55

woody

This is a most interesting revelation of a new application for graphene: sensing and feedback on the state of concrete in any structure. Very helpful.

[mavfav] 11/1/2020 13:47

A brief summary of the last 24 hours for those who can't be bothered to read Loglorry1 - still saying the same itrelevant stuff he said last week and the week before and before that yet also claims he holds shares. Why would you hold shares when you continually rubbish the stock and haven't sold out?Fest - Said he was fed up with the people who point out the good bits of VRS and gonna sell his remaining families stock 165k or something. Later confirms he says one thing and does another. Go figure.Scrutable - graces us with his presence but only to tell us how good his other stocks held appear to be yet forgetting his dogsThe rest or most of the rest are sitting back and laughing at these muppets as they think they are the mutts nuts when it comes to trading but realistically they lack credibility.They will try to influence which shows a sense of nervousness that they realise their time of distraction is coming to an end. I know nooothing

[diplomat65] 11/1/2020 13:44

Courtesy of Hoverflyman who shared this link on the IQE BB this morninghttps://cdn.networkrail.co.uk/wp-content/uploads/2019/05/Enabling-5G-for-the-rail.pdf AECOM will I expect be heavily involved with RIDC Melton.More info here

[aquaesulis01] 11/1/2020 13:26

Reading in the Times today how NIke Vaporfly trainer $240 a shot is worn by all the top athletes and club runners because of the proven performance advantage. One downside for Joe public is the durability of the Zoom X foam according to the report at the link below. I believe it is rumoured that VRS have a product on trial with Nike, wonder if it is polygrene to improve the durability of the foam?

[loglorry1] 11/1/2020 13:22

@phoenixs accreditation can just be paid for. It's just a paid for check that you can produce graphene as per your spec sheet. I'm not sure why any company would go to the time and expense to show that. Any proper company buying graphene would expect it anyway.

The point is that all the points you list above have never been quantified as far as scale is concerned. They simply could be very early stage, years away, small in size or not commercially viable.

You are right there have been numerous NDAs announced but so what? I think Talga had 140+ NDAs in place. What matters is sales and there simply are practically none even after all this talking to people and effort.

Worse perhaps now is that we find out the BIGT deal is still miles away.

There's been virtual no industry interest in the form of commercial sales and industry investment. VRS is almost exclusively held by private investors and Neill.

[loglorry1] 11/1/2020 13:12

1. VRS product is protectable - protection of IP is paramount to the company as discussed in many podcasts, and is something that they will not risk in order to get a quick or easy deal

I would just add that this idea that the BIGT deal hasn't completed because they can't agree on IP protection is material news. It was shared in the private discord group but it's apparently not price sensitive and Neill deems it right and proper therefore to share with a select few in an unregulated fashion.

I do remember when the BIGT deal was first announced the shares rose quite considerably. They'd probably have got a lot further if Neill hasn't been selling his own holding into the news.

Surely the fact that they can't agree (after months) on how to protect the IP, or in fact other key terms, is then material news? I suppose not since apparently "all on track" and "the deal keeps getting bigger".

[woodpeckers] 11/1/2020 12:45

Manchester commits to 2038 carbon neutrality

“Greater Manchester’s ambition to achieve carbon neutral living in the city-region by 2038 provides a significant opportunity to deliver substantial carbon reductions, environmental and health benefits to residents, whilst also creating new green industries and jobs capitalising on Greater Manchester’s research assets and large low carbon goods and services sector,” the report adds.

"The strategy also outlines a focus on advanced materials, referencing the ongoing development of Manchester’s graphene capabilities in the city centre, along with the planned development of an “Advanced Materials City” in North East Manchester.

The strategy states that a new Graphene, Advanced Materials and Manufacturing Alliance to develop its strategy in this area, with government representation on its board.

WSP head of planning Mark Hurley welcomed the plan, claiming that it puts Manchester “at the heart of the Fourth Industrial Revolution.

“The ambition set out in today’s Local Industrial Strategy for Greater Manchester could not be clearer - to place Greater Manchester at the heart of the Fourth Industrial Revolution, and prove that you can reconcile economic prosperity and environmental sustainability at the regional level, by achieving carbon neutrality by 2038, while boosting productivity,” he said."

[luckykids] 11/1/2020 12:14

LO
Is that clever person your wife by any chance? lol

Certainly mine is exceptionally clever at it.

[loglorry1] 11/1/2020 12:13

1. VRS product is protectable - protection of IP is paramount to the company as discussed in many podcasts, and is something that they will not risk in order to get a quick or easy deal

No they don't - they have a patent (or two) on their process but even Neill claims that's not worth much. There is nothing to prevent others using different processes for producing graphene and in fact lots of evidence to suggest others have far better, cheaper, more environmentally safe ways to produce high quality GnP. It's a competitive commodity product.

2. High margin - management have recently rejigged their product mix in order to maximise high margin products. This may take some time to bed in but is why you are seeing a slightly lower turnover. Google has a range of graphene pricing for you to review, whilst this is not reliable for us to base anything on it is enough to see that 2D materials will be a seriously profitable area in a very short period of time

That's for the traditional business it seems to be in trouble now too and struggling to even break even - see last accounts.

3. High demand - the global demand for graphene is growing annually, company RNSs detail the interest by several global majors example Airbus, AECOM, MAS, Tungshu and a number of governments including China, South Korea Japan and USA

But the Graphene Council (I think) estimate world wide sales of around $350m by 2025 (sorry can't remember exact figures but its not much). Even if demand was a bit higher there are certainly very large suppliers of GnP who are far more further advanced than VRS who are able to supply in size and quality at what seems like much lower prices.

Further if demand was strong there would be sales of more than just a few thousand pounds and there's not. Also you'd expect sales to be growing not shrinking as they are.

I find it strange that people can't see what is plainly reality here but prefer to just accept what people like Neill and SuperG tell them.

[luckyorange] 11/1/2020 11:57

An analogy:

Ever been to the cupboard , shed or fridge and looked for something that you know is there and you can't see it?

Somebody taken it, moved it or eaten it... definitely and it is annoying.

Mention it and a clever person comes along and says what is that then?

There it is at the front in prominent position and you feel a fool for not even seeing it even though it was there all of the time, how did that happen?

Look past the most obvious and looked in deeper than you needed to particularly with VRS.

Don't try to look deeply , look at what is there in front of you or get someone else to point it out to you and you will have the DOH! moment.

Absolutely everything is out there in the public domain, you have just forgotten that it is staring you in the face.

I have tried to give some pointers the rest is up to the individual to read what is out there available. Last clue, NR always signposts to the RNS's and podcasts heed that advice, do a little bit of work and you will not go far wrong.