Versarien Share Discussion Threads

[loglorry1] 13/1/2020 08:49

Lol, I'll obviously have to find the quote I'm referring to to shut you up.

Let's not forget Barkin has a employment history in internet promotions and he sells a product which pertains to provide graphene verification.

[tini5] 13/1/2020 08:49

Also Barkan never said that Tim, he said this... "we expect that there are going to be a very small number of the very high volume, lower price suppliers in the market".

Do you just make the stuff up that you post, Tim? Where do you get "many" from?

[jointer13] 13/1/2020 08:47

you can bet anything you want if there was another company out there that had the quality that vrs have they would have it verified....

succsessful 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."

[club sandwich] 13/1/2020 08:44

Alchemy, post 87500: "I’d be surprised if nothing lands by Monday 14th. I wouldn’t be surprised by something as early as the 7th."

Well Alchemy, how surprised are you?

I'm not surprised at all.

[phoenixs] 13/1/2020 08:43

Jinxed. No problem at all with what you say and yes there will be numerous industries in which Graphene high grade and low grade will be used. Also graphite haha. However, I believe that VRS are about to enter the phase of selling large quantities of their Graphene to very large international businesses. That is where I differ from you but maybe both companies will succeed.

[clint fleecewood] 13/1/2020 08:41

FWIW 1 share trade at 81. Let's see,,,

[tini5] 13/1/2020 08:39

lol it's Barkan you muppet.

You've been sucking at the teat of Tim Harper, that well-known graphene sceptic.

[j1nxed] 13/1/2020 08:31

I agree

Nanoxplores TAM is several order of magnitude larger than what VRS is targeting (inks vs plastics).

The real question is where VRS have their moat compared to Nanoxplore. You won't see FL-VFL used in concrete an other bulk material. Some applications require high purities and few layers (inks), others are clearly not as fickle (carbon black replacement)

Nanoxplore is currently the closest to deliver any real commercial quantities which is what I am betting on is the real deciding factor for consumers, because volume also brings lower prices.

A lot of people (including VRS) are following nanoxplore

[superg1] 13/1/2020 08:19

Jointer

Or more importantly, the big names that have tried and failed are talking to VRS.

They want the product and they want the tech. There is one way any of these global leading companies can secure supply and block competitors. They acquire VRS, they then acquire a head start on the rest having failed for years.

The current process is about checking what they have, whether it works and if it is repeatable at a commercial scale. They will be sceptical as they have tried and failed themselves.

That has already been independently verified as we know.

[superg1] 13/1/2020 08:14

Sony failed re CVD having spent millions on a full production facility. A similar name failed re GNPS they simply can't crack it, they have tried for 10 years.

Morgan advanced materials tried a method too from Manchester and that doesn't work either. A Cambridge Uni scientist was enthusiastic about the same method not knowing Morgan have been there, done that and failed.

Anyone can churn out 100's of 1000's of tonnes of multi-layer and they do. That is not a niche market.

It's now 15 years into this game, 1000's have tried, very few can crack it.

We are talking platelets which amount to trillions in number at every low weight with 1 layer being 8 times thinner than the cutting edge on a razor blade. Try splitting that edge neatly into 8 layers, not the blade, the sharp edge of it.

These are electron microscope particles, if you want to see them

[club sandwich] 13/1/2020 08:10

"vrs are the only verified producer of high quality graphene....hence the interest." Interest yes, sales no. Why is that, I wonder?

[jointer13] 13/1/2020 08:03

a lot of fake stuff out there.

why do you think the likes of airbus is using versariens graphene...

[superg1] 13/1/2020 08:01

jinxed

You have fallen for TSX BS unfortunately., as long os others do then you should see a good return.

Multi billion companies can't crack it yet a host a TSX and ASX newbies apparently can.

[jointer13] 13/1/2020 07:49

evergreen ...its all about the quality.

vrs are the only verified producer of high quality graphene....hence the interest.

"It is alarming to uncover that producers are labelling black powders as graphene and selling them for top dollar, while in reality, they contain mostly cheap graphite. There is a strong need to set up stringent standards for graphene characterisation and production to create a healthy and reliable graphene market worldwide," said Professor Antonio Castro Neto, Director of the NUS Centre for Advanced 2D Materials, who led the study"

[evergreen8] 13/1/2020 07:41

There are many high volume producers of various qualities of carbon based black powders who have a short route to market without any of the quality certification barriers or consistency certification barriers to entry.

Versarien cannot and should not for a moment be considered in the same category.

Versarien are UNIQUE In their ability to produce in VOLUME the pure Graphene that is the only form of this incredible material that is utterly transformative in the performance of products and processes across every possible market sector.

It has been a much longer route to market to become the world leader in the field but VRS have laid the groundwork, established the credentials and the relationships that will now allow them to commercialise and monopolise their multiple competitive advantages.

Having, built their concord, they did not leave it sitting in a rutted field they then built the runways that will allow it to take off, ensure its commercial success and dominate the market for years to come.

The decriers waiting in the terminal have foolishly promoted the measure of success as the number of flights to date.

Well please have your boarding passes ready, scheduled services are about to commence and if you haven’t bought your ticket already you soon will not be able to afford one,

Bon voyage mes amies.

[evergreen8] 13/1/2020 07:08

It is important not to confuse the two ends of this Carbon market nanoxplore are coal merchants Versarien sells Diamonds.

I should add of course there is a place for both and no disrespect to those that bulk sell black powders to those that have no expectation that they are going to get the benefit that ONLY VRS is able to deliver in volume.

[j1nxed] 13/1/2020 04:43

@ schmally (88738)

I honestly think that Martinrea only wants a corner position in Nanoxplore to secure influence in the boardroom so they have a place to source the Graphene from. The reason for this is that the TAM in terms of tonnage is massive and if Nanoxplore proves that their process can produce it for a lot less than $8/kg. I expect the flood gates to open once the quantities starts to materialize, that is mainly for nanoxplore, but all others will face a lot of increased demand! But... The demand to move to commercialization will also increase.

If all goes well then Martinreas stake in Nanoxplore will be worth several multiples of their current mcap and I see their stake more as a deterrent to low ball bidders (corner position) as opposed to limiting the supply to others. I see a lot of reasons for the size of this position, but writing on mobile is not really optimal for large posts so I won't go much further than that in this post

PS: I am a holder in both, but Nanoxplore is a much larger position than VRS simply because I believe that Nanoxplore will be the ones that actually opens up the market (and especially the bulk market). VRS is my very few layers player, but I predict they are later in the cycle so I will scale accordingly!

[1teepee] 12/1/2020 23:10

We just sitting on our hands waiting for the show to begin.

[1teepee] 12/1/2020 23:10

We know matey boy