Versarien Share Discussion Threads

[tmoon] 13/1/2020 13:56

And the high/low chart as well? please, please, please!

[superg1] 13/1/2020 13:46

I'll stick it back in if I can find it.

[laginaneil] 13/1/2020 13:40

Hello Super,

Woody's thing at the top was great for new people.

The only thing I can think of why it got removed, maybe space.

If that was the reason a 'link' could be embedded and put it
somewhere else.

[1teepee] 13/1/2020 13:38

My point is if you don't understand graphene inside out and upside down then don't invest heavily in any graphene company.You do realise you just told all your sheep to sell. Why don't you give your flock some stability, all this uphill and downhill walking makes their meat tougher

[66sequoia] 13/1/2020 13:29

hTTps://www.thegraphenecouncil.org/blogpost/1501180/337850/Accelerating-Graphene-s-Commercial-Deployment

[66sequoia] 13/1/2020 13:29

hTTps://www.thegraphenecouncil.org/blogpost/1501180/337850/Accelerating-Graphene-s-Commercial-Deployment

[loglorry1] 13/1/2020 13:22

@SuperG, Just for the record are you accusing NanoXplore, XGS, First Graphene, Sixth Elements, Thomas Swan, AGM, Directa Plus (to name just a few) of all being lying about their ability to produce commercial GnP graphene?

I was told Ricketts had you being on the 2017 UK Investor show stand representing VRS. I hope you didn't call all these companies liars then. Try and be remotely credible eh?

Huge companies have tried and failed, massive global leaders, hence the flippant remarks because every one (except VRS) that I have looked at so far (many of them) are lying.

[hoverflyman] 13/1/2020 13:08

SuperG, would you kindly consider restoring the hi/lo chart and volumes to the header?

Also I think it a shame that you removed Woody’s painstaking log of the company’s prodigious achievements to date and wonder if you might restore that also?

[loglorry1] 13/1/2020 12:59

@superg are you calling James Baker a liar then as he contradicts you completely?

[loglorry1] 13/1/2020 12:58

@tini yes my bad it was James Baker being interviewed by TB not TB himself. I think we can all agree though that James Baker is a much more eminent source than TB anyway.

I think even you must admit that the pricing he is talking about is that described in the Fullerex report and quoted widely at around c$80/Kg and falling drastically as firms scale up. That would value VRS's 3T of yearly production at $240K before any costs to run the machines 24/7. That's still approximately 10x higher than 2D tech did in sales last year though.

Very happy if Neill wants to jump in here and correct me on pricing but I suspect he'll just go with the usual "it would give away a competitive advantage and we're not telling anyone" line.

[superg1] 13/1/2020 12:56

J1inxed

The reason some change is because they don't have graphene.

Talk will have changed because they don't have th graphene they say they have, there is a market for mutli-layer graphite.

AGM changed to going for coatings, they don't have graphene. In any case their graphene, if they could do it, was going to be too small on the lateral sizes. All synthetic attempts for GNPs so far have had that problem, one or two went bust

AGM have changed again, now concentrating on dispersion. PIs see that and think that's fine, dispersion is key. Well VRS don't use AGM or hatable and disperse their own very well thanks very much, be it themselves or through a partner unknown to us.


Warwick Gregor fell for the Talga false claims re graphene capability, He piled in saying it was a billion dollar compact in the making, best out there etc. He quickly abandoned it entirely. He said he had put 12 months fo research into it, nothing better out there.

Warwick soon discovered how much BS is out there, there is no way at all he has put anywhere near the hours that I and a small group have done and continue to do.

It was boring as hell but from that eventually you come across the answer to show why few layer (plus other aspects is great) and multi-layer sold as graphene is just BS fraud.

Haydale came to the market and sucked many in, many believed they produce graphene. Sadly all the noise now around Haydale is they are f'd. The gov money was an emergency loan verified when they suddenly appeared with that outrageous 2p fund raise which took them from 10's of mills of shares in issue to 100's of millions.

Dispersion tech is available in many places, Haydale seems unique to it's followers, they are f'd.

[1retirement] 13/1/2020 12:49

How much have you lost now on your Tesla short? Have you covered yet, or been forced to?

[festario] 13/1/2020 12:49

Myrl, I don't think they are shorters, in fact I don't think anyone is short of this now.

[squire007] 13/1/2020 12:46

Expecting news via Italian connection soon, anyone want to guess ;-)

[mryl] 13/1/2020 12:44

To be fair to the shorters loglorry and rainbow, they did say back in September that BIGT would not happen and so far they've been proven right unfortunately.

Just like I did say months ago that the news we were getting were promising but not good enough to sustain the share price rise and that we would drift back sub £1 without orders. I was of course immediately branded a shorter by the usual crew, although I am not at all (hi tim, grabster, etc). Well look where we are now, actually impressive that the mcap is still above £100m.

Unlike the shorters I'm not saying that the company is a scam, I still truly think that over the long term it seems to have excellent prospects, but some of the things that NR has said and done over the past year are indeed arguably questionable when compared against what was actually delivered in terms of production ramp up and more importantly revenues.

It's quite difficult to guess where we're going from here, up or down, and for how long..

[tini5] 13/1/2020 12:42

Let me remind you, (apologies to those who have Log filtered), what you said:

"Even Terrance Barkin who VRS hired to give a rubber stamp on Nanene has stated there are now many low cost suppliers of high quality GnP in volume."

Seems pretty clear who you were attributing it to Tim, but I imagine it's hard for you to keep track of your multiple lines of attack.

However, the email Jinx posted (thanks by the way), does mention that users are looking for qualified sources of supply... (Incidentally, acceptable price doesn't mean low cost).

Good job then, that the Graphene Council, to which Terrance belongs, maintains a register of verified producers. I have included a link here for your edification - shouldn't take you too long to read:

[loglorry1] 13/1/2020 12:32

Further answering your question James Baker wrote below again de-bunking this myth put around by @SuperG and other that ALL other GnP companies are fake. In fact James Baker in the podcast I posted heaped praise on XGS for their work with Ford Motors whereas @SuperG says XGS is just a bulk graphite producer and produces just fake graphene.

---------------

4. With so much of the development of graphene taking place in the laboratory until now, how prepared are graphene producers when it comes to manufacturing in high volumes? Do you feel there is sufficient knowledge and technology available to produce graphene safely, with consistency in quality and at high enough volume to satisfy industry demand?


There has been a significant improvement in the graphene supply chain over the last few years and a number of suppliers can now supply graphene material at a quality, volume and more acceptable price. There has also been an advance in standards with work done for example with National Physics Laboratory (NPL) both in defining standards but also in producing “Good Practice Guides” for the measurement of the materials. We use the term graphenes to represent that there are many forms of 2D materials and what is “more important” is not only in understanding the characteristics of each of the materials but also on how the material might be added or formulated into a product or application. So, depending on the application, graphenes can now be bought by the Kg and by the tonne and significantly a number of companies have also now achieved registration in for example REACH which is critical for the mass supply of material.

[andy] 13/1/2020 12:26

Rovi,

Can you please check that link it didn't work when I tried it.

The article looks like a good read.


Edit


found it now, this is a clickable link:

[jointer13] 13/1/2020 12:24

answers a few questions.

The trend in the graphene industry is therefore that of two cities. One community tends to serve high end, high quality and mostly low volume requirements of nanoenabled applications where a high standard, quality and often manufacturer’s guarantee are required.

The other community is that of large scale production of graphene at highly competitive price with not much time for standards or characterization. This community often competes on

[jointer13] 13/1/2020 12:21

quality.

The graphene industry

The activity around the wonder material - graphene is often referred to as graphene industry. It is not a sector on its own and just like other nanomaterials it aims to enhance old applications or unlock new ones. Some graphene properties unlock new applications and are often referred to as nano-enabled or graphene-enabled where the key
functionality would not be possible without graphene. These nano-enabled applications are very few in number. Most applications can be qualified as nano-enhanced or graphene-enhanced where the main functionality is only improved but not critically underpinned by graphene. These applications tend to require highly competitive graphene prices and large volumes of graphene production. The trend in the graphene industry is therefore that of two cities. One community tends to serve high end, high quality and mostly low volume requirements of nanoenabled applications where a high standard, quality and often manufacturer’s guarantee are required. The other community is that of large scale production of graphene at highly competitive price with not much time for standards or characterization. This community often competes on

hxxps://www.nationalgrapheneassociation.com/wp-content/uploads/2019/07/GrapheneGateway_FINAL.pdf

[luckyorange] 13/1/2020 12:19

Stop worrying logworry, he has enough on his plate at the moment trying to get the share price down. Just accept that everything he says is absolutely true and let him dream.