Versarien Share Discussion Threads

[clint fleecewood] 13/1/2020 09:49

Wow Log, that's a whole new level of nonsense from you. The VRS China connection is all over the (State owned) Chinese press. It is detailed in RNS'. You are not doing yourself any favours here, that level of guff just makes anyone that's done 1/2 an hour of research realise how desperate you are to knock this share price

[alchemy] 13/1/2020 09:49

I'm flabbergasted. Also I mistakenly said Monday! Lol14th tomorrow. The turbines of commerce speeding up , Rapel!

[1teepee] 13/1/2020 09:49

Underground river flowing through a cave , I meant

[1teepee] 13/1/2020 09:48

I am! Just been into the longest underground cave in the world .Guess where?

[luckyorange] 13/1/2020 09:48

Definitely logworried 🌞

[1teepee] 13/1/2020 09:47

www.networkrailmediacentre.co.uk/news/network-rail-announces-gbp-640m-contract-awards-to-deliver-design-services

[club sandwich] 13/1/2020 09:43

1teepee - all they have left is delusional belief. they're overwhelmed by cognitive dissonance: they've convinced themselves VRS is the best thing since sliced bread, yet they can't explain why there's no delivery.

The company needed time - it's HAD time.
It needed contacts - it HAS contacts and collabs, in spades.

Yet still no significant commercialisation. Indeed revenues are going the other way, at speed. The share price still totally on its ass. Less-than-zero confidence in Ricketts from a growing number of s'holders and the markets in general. No II or HNW interest. Nothing from China, or South Korea, or Japan, or any of these other much-vaunted 'country level' plays. US interest/activity seems to have fizzled out to absolutely nothing.

A concussed bee could have done a better job than Ricketts has done.

[loglorry1] 13/1/2020 09:41

@phoenixs why do you post such nonsense.
a) there is no proof at all that Chinese companies approached VRS and not the other way around

b) they've been "talking" for almost 2 years but no deal and that speaks volumes. If they were really interested they'd have made a move by now

c) it costs almost nothing for them to talk.

d) there is no value placed on VRS IP by them as we've seen no numbers. Neill's claims of up to %15 investment have not happened. For all we know they might value the IP at $2m. You are just jumping to conclusions

e) Chinese companies have a long history of maintaining conversations for a long time to see what sort of IP there is out there while they get on with replicate it.

f) Tunghsu Optoelectronic is already a Teir 1 partner of GEIC. They have access to all the same IP from there as VRS does.

[alchemy] 13/1/2020 09:40

And Xi connects to Manchester

[nellyb] 13/1/2020 09:38

I thought you were on holiday?

[1teepee] 13/1/2020 09:37

These happy folk repeat themselves a lot

[phoenixs] 13/1/2020 09:31

There are some who miss the point entirely. Why have the Chinese entities approached Versarien and not the other companies involved in Graphene?
2 reasons will suffice.
1) There is no company in China which manufactures Graphene to the standards required for certain industries.
2) Versarien have been and still are the only company in the world that does produce the required quality of Graphene. Lest we forget there is also Hexotene.
No need to continue.

[loglorry1] 13/1/2020 09:24

Here is a decent paper for the more open minded


I do wonder if the re-stacking problem that VRS seems to have - as evidenced by the
very low specific surface area - explained to me as re-stacking by Dr. Stephen Hodge on Twitter, is a problem.


Direct liquid-phase exfoliation of graphite
Graphite is cheap and abundant, and the key to its exfoliation is overcoming the van der Waals interaction between graphene layers while maintaining the size of the graphene platelets. In addition to the energy input such as sonication, stirring, shearing forces, ball milling and so on, proper selection of solvents and surfactants is helpful in improving the yield of graphene platelets from graphite [61–63]. More importantly, the graphene platelets that are obtained by mechanical exfoliation potentially maintain the conjugated structure that exists in graphite, and may thus have good electrical conductivity and other properties predicted or measured for graphene. Since exfoliation is usually carried out in a solvent, its removal may cause severe restacking of the graphene platelets due to the van der Waals forces and (if present) capillary forces between them upon drying. Thus, the typical graphene products obtained from the direct exfoliation of graphite are suspensions or slurries, and the presence of solvents and other additives needs to be considered when the graphene suspensions are later used.

We have identified several companies that have reported producing graphene-containing suspensions/slurries based on the exfoliation of graphite (or similar precursors such as expanded graphite). Applied Graphene Materials plc in the UK was set up in 2010 and is advertising graphene dispersions on their website. Several companies (e.g. Ningbo MORSH, Qingdao Haoxin New Energy Technology, Dongguan SuperC Technology, Deyang Carbonene Technology) in China claim to use ‘physical exfoliation’ to produce graphene materials on the scale of hundreds to thousands of tons (of suspensions or slurries). For example, Dongguan SuperC Technology Ltd has announced a production capability of 10 000 tons of graphene suspension per year. As the exfoliation of graphite typically leads to a wide distribution of number of layers for the flakes, the suspensions have to be subjected to harsh separation processing to obtain graphene with a certain number of layers; chemical additives such as surfactants are often needed to keep the suspension stable for a long time. With better control of the thickness uniformity and stability, graphene materials from the direct exfoliation of graphite may have promise for use in paints and inks, as conducting additives in battery electrodes, as conducting fillers in composites and so on.

[woodpeckers] 13/1/2020 09:13

Not sure if this was posted..


Russell Jackson, AECOM’s head of rail for Europe, Middle East and Africa (EMEA), said: “The collaborative philosophy embodied in DSF is exciting – it builds on other long term partnerships between Network Rail and the supply chain, including the rail systems alliances and the managed services framework - and will significantly benefit passengers through increasingly efficient and reliable rail design development.

“Having significantly invested in our multi-disciplinary rail capabilities in recent years, AECOM, along with our team of specialist partners, is looking forward to supporting Network Rail and their internal design group, alongside our fellow framework participants in efficiently delivering the CP6 renewals and enhancements workbank.”

The framework contracts went live on 1 January 2020.

[j1nxed] 13/1/2020 09:04

@phoenixs

I just want to clarify that TAM in terms of tonnage is clearly in favour of bulk producers, but in terms of actual dollar value it is not as skewd considering FL or VFL is a premium product (not really suited for bulk commodities). 100kg might be commercial quantities for this products whiles 100000 tonnes is to be considered commercial quantities for bulk commodities

Someone in this thread said that one produces coal and the other diamonds, I think that was pretty spot on actually

[66sequoia] 13/1/2020 08:56

Russell Jackson, AECOM's head of rail for Europe, Middle East and Africa (EMEA), said: "The collaborative philosophy embodied in DSF is exciting – it builds on other long term partnerships between Network Rail and the supply chain, including the rail systems alliances and the managed services framework - and will significantly benefit passengers through increasingly efficient and reliable rail design development."Having significantly invested in our multi-disciplinary rail capabilities in recent years, AECOM, along with our team of specialist partners, is looking forward to supporting Network Rail and their internal design group, alongside our fellow framework participants in efficiently delivering the CP6 renewals and enhancements workbank."The framework contracts went live on 1 January 2020.........."specialist partners" could be us

[evergreen8] 13/1/2020 08:55

Ah now I understand. Because the man has the competence and the equipment to measure and categorise Graphene it follows that his findings are irrelevant and we should believe you instead because if we don’t you won’t get your pocket money?

You’ve been a naughty boy now go and sit on the naughty step and stop interrupting the adults.

[luckyorange] 13/1/2020 08:55

Don't read his posts tini but he is worried.... needs to change his name to logworry .

[tini5] 13/1/2020 08:52

He also said this:

"We also think that if this approach is done right, the value-added integrated approach is going to yield higher results. When I talk about value-added integrated approach, what I'm talking about is a graphene producer that not only produces graphene, but they put it into an intermediary product or a master batch, adding value to that, and that's the product they sell."

That'll be Polygrene then...

[woodpeckers] 13/1/2020 08:51

I think Terrance Barkan would take great issue with the suggestion that he took a bribe from VRS....

[tini5] 13/1/2020 08:50

If only we could work out what would shut you up...

[jointer13] 13/1/2020 08:50

verification is very important and not to be underestimated.