Versarien Share Discussion Threads

[superg1] 12/1/2020 22:31

And btw the above figures in the post about amounts and intended growth are freely available on a public document on the web.

10's of kgs per day is the next step, which is obvious the next tine fold step up to 30 plus tonnes per module.

The 65k litres per year is there too.

[phoenixs] 12/1/2020 22:27

Superg1,

Absolutely. VRS have concentrated on developing Graphene. That is why it has taken this length of time to commercialise the product. Graphite has been around for a number of years whether it be in skis, tennis rackets and even golf balls.
It is interesting to note some of the industries which have been knocking on Versarien’s door looking for solutions to their problems.
If using VRS Graphene in aircraft seating, for instance, proves to be commercial then I believe it will be only a matter of time before the interiors of aircraft also use Graphene. The cost savings for airlines as result of weight reduction of seats will be huge and given the environmental demands which are increasing day by day I would expect this to be a very large market for Versarien.

[superg1] 12/1/2020 22:21

Just to add in

VRS started on about 0.5 grams per day with the tech, they developed that to 100 grams per day and now 1kg per shift.

The next step is tens of kgs per day at that point you have modules that start to seriously transform things.

On the ink side kit, 65,000 litres per year (65 tonnes) can be done from 1 machine.

[superg1] 12/1/2020 21:58

I think Hexotene will feature too in a big way.

We tend to gorget 1 tonne capability crept in the back door.

A unique material, the most thermally conductive, but electrically insulating.


Typically electrical insulation involves the undesired thermal insulation too.

Hextone is a brillant new material for electrical insulation while dissipating heat.

[superg1] 12/1/2020 21:53

John

It is going to enter that sector as soon as the oil related company and VRS sign the contract.

A matter which is in play now. So we'll just have to wait and see if that news drops in this month.

[johnveals] 12/1/2020 21:52

FWIW I do own some Victrex shares, they sit very nicely with VRS. PEEK is good, graphene enhanced PEEK would be better and they have a good moat.

[superg1] 12/1/2020 21:51

Pheonixs

I'm very happy with my investment.

I understand it, I understand graphene, what works and doesn't work. I know how VRS produce it and how various other companies do it. EG XG have 2 different process one for grade H and M and 1 for grade C.

That is why a host of huge companies and China want in with VRS.

There is huge company, very well known that has tried for 10 years to crack the code and they can't do it. They are. o the only ones.

So when companies with Billions try for so many years and fail excuse me for being highly sceptical when graphite miners who tired to chase a non existent graphite boom sixth to graphene and miraculously drop on a world beating formula when household name etch company thawing millions at it for over a decade can't.

It is tough, very tough, it is very hard to do high quality repeatable commercial levels.

VRS have it.

The clue was they came to market saying we can do 100 grams per day not shouting 100's of tonnes.

Now they have evolved it they have modules that combined can do any amount required. Like costa coffee machines, to get X amount of coffees out per minute at a location you simply increase the number of machines. They all work.

It turns out the latest kit was trialled and could do 1kg per shift, a ten fold increase. There is bigger kit, the next step up, and even bigger again. When the time is right they will test it (if not already). Modules get bigger, costs per gram go down.

The modules can easily be placed wherever they are needed.

[johnveals] 12/1/2020 21:47

As has been said many times before there are almost limitless opportunities to make modern materials lighter, stronger, more durable to improve, extend and enable their use in ways we haven’t begun to imagine. If you believe graphene will help shape the 21st century it is reasonable to assume Versarien will be a very successful company, the as yet only verified graphene company in the world.

[1teepee] 12/1/2020 21:46

Nice pump!

[1teepee] 12/1/2020 21:44

Commercial discussions are in play but more development work for other components is also happening

[the stigologist] 12/1/2020 21:44

always thought VCT Victrex was the model VRS would follow (or get bought out by if not beaten to it by bigger US/Chinese players)

Victrex: Why this UK star stock is worth owning

by Richard Beddard from interactive investor | 10th January 2020 15:16

Shares are recovering from a 12-month sell-off and our companies analyst likes them a lot.

As Victrex (LSE:VCT) had warned, its performance in the year to September 2019 did not reflect the company’s growth company status. Revenue declined 10%, adjusted profit declined 18%, and free cash conversion was also weak at 64%. Though these statistics are, on the face of it, unimpressive, they need to be considered alongside Victrex’s unique position in its industry.

Plastic fantastic

Victrex manufactures PEEK, a tough polymer that is tricky to make but lighter and easier to form into components than metal. Victrex says over 200 million car drivers rely on PEEK anti-locking brake and electronic stability control components, and the material is commonly found in aeroplanes, mobile devices, and implants in the human body. As the highest performing of high-performance polymers, Victrex says PEEK sits on top of the “polymer pyramid”:

Source: Victrex

[1teepee] 12/1/2020 21:43

Additional development work is underway

[1teepee] 12/1/2020 21:43

Similarly, our US oil & gas customer, whose first order was announced in June 2019, is showing continued advancement. The masterbatch materials were subject to new tests at a scaled-up level, with satisfactory results achieved. Additional development work is underway and further commercial discussions are anticipated in Q1 2020.Did you see this bit through your rosy glasses

[1teepee] 12/1/2020 21:37

Why are you such a bully? I bet you brick yourself all the time;)

[johnveals] 12/1/2020 21:34

Re graphene in drilling mud to help cool drilling tools, yes, why not.

The complex electronics in modern drilling systems are all temperature limited and anything that can keep them below that limit would help.

[the stigologist] 12/1/2020 21:34

If it was 'down a'hole drilling tool' mentioned i'd think inFestario must be due a visit to the dentist

[johnveals] 12/1/2020 21:21

The fact the phrase ‘downhole drilling tool’ was used in the RNS means I am very confident a drilling motor is what we are looking at, there really is little else it could be. The motor would require no redesign other than using a different graphene enhanced elastomer to form the stator to extend its operating limits and improve reliability. An easy quick win.

The oilfield is full of mission critical components made from elastomers and they also use large quantities of cement. Once graphene gets a hold it could be huge.

[luckyorange] 12/1/2020 21:20

You sound bitter Dave and slightly obsessed with the one aspect, doesn't really matter so long as VRS know what they are getting , don't forget they have had a lot of time to refine the process since that patent and gone from grams up to 3 tonnes.

[phoenixs] 12/1/2020 20:57

Agreed Superg1 but best that as many of us as possible just concentrate our minds as to why we are invested in VRS and what I believe will be a great year for the company. VRS will do the talking and I don’t think that it will be long before large commercial deals are done. Then we will see what others have to say.

[davemac3] 12/1/2020 20:32

superg112 Jan '20 - 09:39 - 88925 of 88977
0 17 2
Common names like XG, Directa and Talga are in a different market. A market that anyone can enter which VRS are not in yet.

It's always been said, right from the start that multi-layer does give gains for materials in relation to thermal and modulus (flexibility).

The full range which includes strength falls off a cliff re performance. Also as said many times, lateral sizes and defect ratios are important.

There is a massive drop in the price you can sell multi-layer at because it is easy to produce, 100's of companies worldwide do it.

As Warwick Gregor found out after investing in Talga was that their claims were highly misleading. They were claiming 100's of tonnes but the truth is only s all fraction of that figure amounted to few layer, so you have to go through the process of taking out the graphite which I believe Warwick found to be 97% plus graphite, hence he sold up and moved to FGR.

Separation is not an easy skill to master.

Yield is highly important too, VRS have high yield.

There is a market for the waste, but VRS are not in that market as they have high yields. Waste = multi-layer= what XG do, hence it's very cheap.




Another process related post from SG with (AFAIAA) no evidence to support it.


"VRS have high yield" - high yield of what? The published patent has a yield of 10% of the best material (presumably Nanene). I have asked Neill a couple of times about the process yields and he has been very vague with his replies. It may be commercially sensitive so how does SG know VRS have high yield?

[superg1] 12/1/2020 20:28

Magpie

It's now moved back that way after the nonsense over the last few days.

Onward to VRS commercial deals which are on the way, it's going to be a great year.

Unfortunately it's the nature of the beast on the AIM with certain folk determined to destroy others. It's a very weird trait.

[magpie61] 12/1/2020 20:22

Just filter and ignore. Then they're just posting to themselves!

[grabster] 12/1/2020 20:17

The naysayers on this thread are an insignificant few. Five is the most upticks that their postings attract (just themselves patting each other on the back).

Posts detailing the pipeline of excellent prospects for this company frequently attract dozens of upticks. Evergreen8's post 88688, currently featured in the header, now has 68 upticks from the bigger crowd who understand where Versarien is headed.

The naysayers are failing to win people over to their dishonest and misleading case. Heavily outnumbered and heavily outweighed..