Versarien Share Discussion Threads

[superg1] 15/1/2020 12:09

Dg

How can you say this when you don't know what it is.

"It will be a component of future revenue but not massive"

What if it is not O and G specific like a stator that some keep mentioning. BTW I've looked heavily into stators and I don't think it's that.

As a component if it amount to £millions I guess that put a different view on it re the here and now.

I was looking up relevant parts it might be and the demand is in the billions. So if it's a fix then surely it has billions in potential.

However, feet on the ground. How much graphene or value would please you for that one deal.

Question open to all.

[evergene] 15/1/2020 12:07

Its fallen through every level of support on the chart over the last year. What makes you think it will hold this one?

[superg1] 15/1/2020 12:05

dg

Buy you don't know whet the product is. I've been going through the list and patents and narrowing it down.

If it's certain parts then it affects a hoist of industries besides oil and gas.

Then what is massive in terms of where we are now.

100kg needed, 500kg needed, 1 tonne, a few tonnes, 10 tonnes and so on.

So just curious what figure would you condor. Material re that particular part. Also considering it's just 1 player in the industry.

If it's s service provider parts supplier etc and it works then they will wnat to sell it to whoever they can.

Back to the point, what is your idea of material news in terms of graphene needed for that one deal

[evergreen8] 15/1/2020 12:04

Dgduncan

First, I acknowledge that you have a lifetimes experience in the Oil & Gas industry on the drilling side which makes your opinion highly valued.

Given that we understand that it is the stator lining that will be enhanced which currently has significant functional limitations and relatively short life cycles do you not think that the cost savings of reduced drill head failure is inevitably going to be large per well which multiplied by the current and future active drilling sites represents a very large saving indeed of which VRS will secure a percentage.

Additionally due to the heat dispersal improvements the suggestion has been put that they will be able to run the cutting speeds at a much higher rate than would not have been possible with previous stator linings. This increased functionality produces shorter project times and opens up new opportunities for drilling in environments that would have overheated the stators and had hitherto been considered uneconomical as a consequence.

Your comments on these understandings would be very much appreciated.

Regards
Evergreen

[volsung] 15/1/2020 12:04

Clearly everyone thought VRS was going to succeed relatively speedily. It seems that is not the cae. Its often that way with AIM unicorns. I will keep what I have and add on significant dips. Worked well with me for SLN

[supernumerary] 15/1/2020 12:02

mb - thanks for the link. Graphene production looks like a difficult business to make money in. Lucky vrs has very deep pockets, income from its legacy businesses, top-class management, and patient long-term shareholders...

[rovi70] 15/1/2020 11:52

Graphene innovation has the potential to make a big impact in Abu Dhabi
Collaborations 9th January 2020

James Baker CEO Graphene@Manchester highlights the innovation partnership between Graphene@Manchester and Abu Dhabi in the run-up to the World Future Energy Summit (*based on an article being published in the Nixene Journal)

Manchester is pioneering a model of innovation that has a global reach – and Abu Dhabi is set to be among the first to benefit as the emirate and the wider region looks to build an even more sustainable future.

As the ‘home of graphene,’ the world ‘s first two-dimensional material, Manchester has built a unique ecosystem of world leading expertise, including Nobel-prizewinning scientists such as Andre Geim plus another 350 colleagues dedicated to graphene–related research and innovation.

Thanks to our accelerated lab-to-market commitment we have now developed the ‘Manchester model’, an exemplar of how we can commercialise science through close collaboration with pioneering partners – such as those based in Abu Dhabi.

We therefore value our partnership with Masdar and the Abu Dhabi-based Khalifa University of Science and Technology who are fully engaged with our own Manchester research and innovation community.

Masdar, a leader in sustainable developments, had the foresight to invest in one of our flagship facilities, the Graphene Engineering Innovation Centre (GEIC) which directly supports graphene commercialisation.

The GEIC, which is housed in the purpose-built Masdar Building and based at The University of Manchester, has the capability to operate at the kilogram and square metre scale which allows us to rapidly develop and prototype industrial scale applications with a ‘fail fast, learn fast’ approach.

And I believe we are now reaching a commercial ‘tipping point’ as we begin to see graphene and associated two dimensional materials become embedded into a wide range of products. People will talk less about graphene as a material in its own right and more about experiencing the benefits of graphene and how it is supporting, for example, a greener and more sustainable world.

For communities in Abu Dhabi and the wider region I expect this will manifest in a number of ways, including:

Construction: the region is making ambitious capital investments which is driving the construction and infrastructure sectors. The use of graphene in concrete, for example, can make this building material stronger, more water-resistant and eco-friendly – it is estimated that 60m tonnes of CO2 a year could be saved by using graphene-enhanced concrete in the Middle East and Africa.
Water filtration: Abu Dhabi produces much of its portable water supply (including drinking water) from desalinated seawater from the Arabian Gulf, so water filtration technology is of huge interest. Graphene-based membranes have been described as the perfect barrier as they’re capable of separating two liquids to an exceptional degree and can also block even the smallest atom, helium, from passing through. Our applied research will enable future filtration systems to precisely control water permeation – from ultrafast permeation to complete blocking
Transport of the future: Abu Dhabi is looking to pioneer transport of the future such as a hyperloop, a super high-speed transport system. Graphene has many applications in the mobility sector, from the lightweighting of vehicles to improving the performance of electrified powertrains or high-tech transport infrastructure
Energy Storage: as Abu Dhabi looks to adopt even more sustainable energy solutions it should be remembered that graphene has a very high surface area and has the highest theoretical electrical conductivity of any material – as such, it is an ideal candidate for improving energy storage devices such as batteries and supercapacitors.
To find out more about graphene and its applications visit us at the Masdar pavilion at the World Future Energy Summit (January 13 to 16) or visit www.graphene.manchester.ac.uk

[squire007] 15/1/2020 11:43

Think you forget the tech they provide to OandG can be used in other industries too, so I would say expensive and big :-) The snowball is rolling ....

[alchemy] 15/1/2020 11:42

On the one year graph you can clearly see the possibility of a double bottom.I trust that's what is. It may not be. If it is it will be like an A4 Greeley Pacific leaving York station. Lots of noise energy smoke and steam, slipping wheels as the train starts moving then after a pause clear acceleration with no slip of the wheels at all.

[dgduncan] 15/1/2020 11:36

evergreen8 - your O&G knowledge is limited so please don't pump this as massive. You will be disappointed and are misleading others on the thread. It will be a component of future revenue but not massive.

[arab3] 15/1/2020 11:29

Tim, have you held them all the time or sold and bought a new house ?

[evergene] 15/1/2020 11:23

I've seen a figure of a monthly cash burn of 200k being posted somewhere before. Is this an accurate figure as I can't seem to see it in the interims. If it is accurate can someone point out the source?

[tim3416] 15/1/2020 11:21

Lol Nico, you conveniently forget to mention SG1 was here at 10p and helped many others including me make a great deal of money by highlighting Versarien as an investment. That's the crux of the matter with you bears. Pure jealousy lol. You don't like the fact that you missed out on that fantastic rise from 10p - 1.80 and you have done what you can to drag it down ever since :-)

[evergreen8] 15/1/2020 11:19

Re the inevitability of success for VRS

Testing has proven that by adapting existing technologies with OUR tailored product the O&G sector will save multiple millions annually to mitigate the costs of drill head failure.

This specific aspect for the O&G sector represents a truly massive long term market that to date ONLY VRS are able to serve.

There is no way that the O&G industry is going to choose massive ongoing operational costs where the costs are now proven to be avoidable.

If the price for incorporating our tailored product was only 20-30% of the savings that the O&G sector achieved the revenue for VRS would be colossal.

Initially, we may only be selling into a market size of few hundred wells but that will just be the start the room for growth is astounding.

The current Commercial Negotiations should have now commenced following on from nearly two years of trials and on going discussions so my expectations are that it should not be too long before a deal is announced.

GLALTH

[woodpeckers] 15/1/2020 11:16

evergreen, thank you for your kind comments. In honesty I don't think it does the company justice, there are just so many opportunities and roads being pursued that I'm sure Neill would look at it and think 'why didn't she put this or that in?'. The difficulty really was cutting it down to anything resembling a synopsis.

Not many companies in such an exciting place and at such an exciting stage of their development. Very happy to be invested here.

[oracle6] 15/1/2020 11:02

I'm afraid that's the biggest load of claptrap posted yet by a bull. If there was even a hint of the China deal falling through the share price would be decimated in a mornings trading. While you may say you would be happy I'd be inclined to say the wider market may not be and that realism could be a shock to you if it were to pass.

[schmally] 15/1/2020 10:37

bbm, Please can you point to where I ever said the BIGT deal was dead??? You seem to be very easily confused.

Yes, they have made sales and they will make more sales and more and more and more and more and more.................

By the way, people saying it can't be done shouldn't interrupt those who are busy doing it. Lot's of busy people at VRS at the moment.

[squire007] 15/1/2020 10:33

Anyone in the middle east ??? ;-)

[bbmsionlypostafter] 15/1/2020 10:18

schmelly,

So the BIGT thing being dead is now a good thing. Thanks for clearing that up.

BTW, do you as an actual shareholder know if VRS have sold anything yet?

[squire007] 15/1/2020 09:58

https://twitter.com/versarien/status/1217368486026063872

[superg1] 15/1/2020 09:42

Same here Roger.

No point stressing, I'm not geared and don't have to watch anything, no stops (never do them).

This isn't a share waiting on coin flip news, they are absolutely inundated with interest on scale never seen before.

Go back to the good old days of the sentiment in the market, Nano, 1 name, £400 mill plus market cap based on Qdot use in TV screens.

Gawd knows what share price VRS would be if it had appeared in those mad days.

Some are going for a quick hit re China. Many would have gone thanks very much and onto the next one.


A few have flipped some share. Some made on some on some shares but most have lost a lot on others they flipped into.

City I and IG say on average 70% lose on SBs. Of the 30% that make money most of those will be traders, which tells you a lot of PIs using SBs lose.