Versarien Share Discussion Threads

[mikebrenner] 15/1/2020 09:40

For those that want to expand their understanding and knowledge of what VRS are actually doing when they talk about their collaboration process with customers, and the vertical integration to enable 2D material / 2D graphene enhanced supply chains as per MAS in textiles, then this is a fantastic overview posted by the Graphene Council.

Key takeaways for me are when you look at the challenges and complexity then VRS are executing incredibly well on solving them end to end to enable true scalability and solving valuable problems for large customers.

You will see many of the key themes that Superg1 and I bang on about all the time being clearly described here but its rare to find in one place. Enjoy!

ACCELERATING GRAPHENE’S COMMERCIAL DEPLOYMENT

[1teepee] 15/1/2020 09:38

Sounds like x files.

[schmally] 15/1/2020 09:26

Coracle, I find it strange that a non shareholder suggests he knows what actual shareholders are thinking and waiting for. From my perspective, as a genuine holder, I would rather Neill walk away from any China deal asap, unless it's clear there is a clear path to a deal which protects the IP and shareholders interests.

I know that a number of other PI's share these thoughts and we certainly don't believe China is the be all and end all. A China deal will simply help accelerate scale up and open up new income streams more quickly.

If we ditched China, I/we still have every confidence that the multitude of other opportunities will still result in significant revenue streams this year and rocketing revenues.

It's also clear to many that Neill is not hung up about China, or in any way desperate for a deal at any cost, as has been demonstrated by their reluctance to engage purely on China's terms. Rest assured, VRS have remained very much in control of discussions and various meetings and discussions that I and many other PI's have attended, it's been clear that there are very few concerns about a deal not yet being finalised, albeit that China may have deliberately tried to make things more difficult in the mistaken thought that VRS would have yielded to their demands by now.

The very fact they have not yet signed any final deals with China, should be viewed as a massive positive, in terms of whether any final deal will be sufficiently in our favour. And if they walk away, I would still view this as positive, because VRS would then have displayed sufficient confidence in other global opportunities.

Timing is the only uncertainty

[eel tamer] 15/1/2020 09:26

??? Clown Sandwich's words, not mine.

[luckyorange] 15/1/2020 09:20

A bit of sunshine and all will feel better ade, have you got one of those lamps that the SADS people use?

[nellyb] 15/1/2020 09:04

1teepee, HOLIDAY, remember!

[adejuk] 15/1/2020 09:03

lucky
there is always me but i can get a bit boring:-)

[rogerbridge] 15/1/2020 08:59

Just switched on BBC business programme at the end of a mention about UK needs to invest in battery technology. Apparently there is an article today in the FT.

Versarien in the right place with Gnanomat who are working with three or four large battery manufacturers.

Share price is not brilliant, but not concerned, in here for the long term and I am increasingly positive about that.

[superg1] 15/1/2020 08:56

Those others are really obsessed with making money, they will not want the attention.

So either a team gets together to shares the load or just crack on with life, whinging and moaning about it, doing nothing as we go.

[adejuk] 15/1/2020 08:55

i'm sanguine and i can feel my feet

[oracle6] 15/1/2020 08:55

The problem I see here now is that the bulls are hanging on a China deal for 15 % of the company. What they are missing is that the MC here is now just over 100m so the Chinese if they wanted it that badly could bid for the whole company. Why pay for 15 % when they could potentially get the whole thing for 100m the way the share price is going?

[adejuk] 15/1/2020 08:53

no matter how sanguine you are, if this doesn't hurt you're dead below the neck.

[rainbow23] 15/1/2020 08:46

Sixties fast approaching. Ricketts has been well and truly rumbled.

[red7al] 15/1/2020 08:45

Horrible word, please rethink your vocabulary

[schmally] 15/1/2020 08:43

It’s great to see you’re thinking of dusting down your old law books Club. I’ve got a few barrister firm connections in London so I’ll let them know you want to get your silks out the wardrobe. Lucky they’re a size fits all mind.

I note you didn’t challenge my other two comments about you having zero credibility or backbone. 2 out of 3 ain’t bad as the fat fella says. No....not Fest you idiot!!

Thanks for reminding me about old qualifications though. It’s about time I put my surveying O Level to use. Sweetheart....., yes love, what did I do with my old Theodolite?

[superg1] 15/1/2020 08:42

VRS on a slide, significantly aided by Scumbag lies for gain

But those looking on will be thinking, hmmm it's 50% to be made here now just to get back where we were weeks ago.


None of it affects the chat that is going on re commercial deals. The collective Pis that have left still lurking probably amounts to 10 mill shares and some. Like a decent fund holding being aggressively sold.

Good luck on trying to buy them back when the commercial deals start to drop and funds start to invest.