Versarien Share Discussion Threads

[luckyorange] 17/1/2020 09:27

Gotta be chillpill, hence the Blackrock statement and VRS slot in nicely there, plenty more on the net if people care to look.

[club sandwich] 17/1/2020 09:26

"Get ready i said :-)"

yeah - only problem is you've said it hundreds of times before...

still, even a stopped clock gives the right time twice a day...

[kemorkid] 17/1/2020 09:25

Looking good lag !!

[squire007] 17/1/2020 09:24

Get ready i said :-)

[alchemy] 17/1/2020 09:23

Rothschilds pigeons flocking home, ,?

[laginaneil] 17/1/2020 09:22

Hello Kemo,

130 K is a buy maybe.

[alchemy] 17/1/2020 09:20

Is one allowed to hope so in this p c world?

[kemorkid] 17/1/2020 09:18

News leaking somewhere?

[pshevlin] 17/1/2020 09:18

"Heading back to a quid ."
I will only believe that when it breaks through the last lower high and continues upwards. Might happen I suppose but all this is speculation.

[festario] 17/1/2020 09:17

My 82p sell order might get filled yet!

[rakepat37] 17/1/2020 09:15

Heading back to a quid ..

[laginaneil] 17/1/2020 09:12

Hello j1nexd,

As Super says you dredge up all the old arguments and rubbish..

'..nanoxplores graphene..' They will make GRAPHITE.

Maybe better they can sell as a substitute for coal!

Your efforts to talk VRS down don't wash here, they don't wash with the 100s

of companies that have tried GRAPHITE over the past 5 -10 years and found it

useless.

Filtered old boy !

[superg1] 17/1/2020 09:12

I know it seems flippant to you but I’ve researched dozens of companies and been through their data.

I created a spreadsheet for it.

So there are some easy signs to spot to know the reality.

You mention investment, yep, Samsung, Hannah and Posco fell for it years ago with XG.

XG are in the multi-layer market, they finally admitted it in 2019. They are cheaper than nano as I recall.

There is a market for such graphite but it’s cheap as anyone can do it, including 100’s of producers in China.

[pshevlin] 17/1/2020 09:08

From Master Investor.
.... tipped at 92p investors with this "master" would already be underwater.Anyway here is the spiel.


Versarien (LON: VRS)
This advanced engineering materials group has
developments on many fronts. It uses proprietary
materials technology to create innovative
engineering solutions capable of having a gamechanging impact on a broad variety of industry
sectors.
It is involved with the Spanish company
Gnanomat, using its graphene products in the
development of energy-storage technology. A
Spanish patent was granted in April 2019, with
formal collaboration agreements with potential
partners in discussion.
Its funding comes, in the main, from Versarien's
resources, but it has also been successful in
obtaining a grant from the Spanish Ministry of
Science and is applying for further grants from the
newly formed European Battery Alliance, as well
as from other EU sources.
The results for the six months to end
September 2019 were announced in the middle of
November.

[j1nxed] 17/1/2020 09:08

@superg1

I agree that there are a few companies that can provide bulk quantities of graphene. The easy part is signing non binding LoI and MoUs, all companies have them (Talga, VRS, Nanoxplore etc etc), what no one in this thread can claim is that one product is better than the other in terms of price/performance, why? Because the results are mostly secret and/or covered by NDAs. I am not talking about proving that graphene works, I am talking about proving that your product is superior to other graphene products

Talga has shown that their product (graphene or not) had good performance, what they did not show was a path to commercial production of any real scale. This just proves that more than MoUs is needed for a path to commercialization.

What we can do is follow the money, and the money is currently not pouring into VRS, XGS and other listed producers... Other than Nanoxplore, agreed?

Skin in the game says it all, and Martinreas has committed loads of capital to acquire a +20% stake in Nanoxplore.

My thesis is that bulk will lead the way which will not compete against premium products. But what moat does VRS have compared to others? Non binding MoUs are not to be considered a moat (imo). Both VRS and Nanoxplore holds patents for production, but Nanoxplores patent is much newer... And has received capital and strategic investors that want them to move into commercial production ASAP

[chillpill] 17/1/2020 09:07

Institutions are all over green tech at the moment.
I’ve been a shareholder in ITM Power for over 5 years and has finally come good.

I believe VRS are one or 2 steps away from doing the same.

These companies are the future of UK Plc so we should be backing them to the hilt rather than slagging them off.

I’m also liking the way the TSLA shorts are being crushed at the moment. I’m not a big fan of Elon Musk but boy he has revolutionised an industry and helping to make the world a better place.

Anyone shorting these companies that are trying to benefit future generations need to look at themselves long and hard in the mirror.

[luckyorange] 17/1/2020 09:04

Carbon black market is precisely that , if they want to undercut that they can, another shorter under another name , they need to grow up.

[compoundup] 17/1/2020 09:01

J1nxed - at first sight, one of the 2 companies VRs and Nanoxplore has:

No debt;
A CEO with a long CV of engineering business acumen, a broad network of connections with technology businesses, shareholding connections into a number of the top European research universities in the UK and a lot of skin in the game;
Direct government support through the DIT;
Certification through random sample testing that the key product is what it says it is;
A route to market through plastics/polymers-based advanced materials technology AND entries into a "full hopper" of other industries knocking on the door for product development assistance.

The other is run by an academic who has financial skills and has built himself a business on debt and a reverse takeover. "Graphene" according to his website is "under 10 layers".

I wish you luck with Nanoxplore but I know where I would rather be investing.

[superg1] 17/1/2020 08:53

My advice.

If you are heavily invested order a kg, it’s dirt cheap.

Then pay for Manchester to test it.

Then you will know what you have invested in.

[jointer13] 17/1/2020 08:51

jinxed...it looks like you are heading for a downfall...but hey-ho your choice. good luck with that.

[woodpeckers] 17/1/2020 08:49

Versarien tipped as 'an interesting side player' for those wanting to electrify their portfolio in master Investor...

page 23....

[superg1] 17/1/2020 08:49

Here is a quick one for you of many complete nonsense comments on their site.

GrapheneBlack™, similar to carbon fiber, is a light-weighting material.


How can a graphite powder be called similar to carbon fibre.

Nonsense.

[superg1] 17/1/2020 08:43

J1nxed

There is a market for what Nano do but plenty of others are in that market.

Some simple lines of complete nonsense should be an indicator re the other nonsense which only those that get a serious grip of the understanding of graphene.

I’d don’t think I’d be far out in suggesting the worldwide use and sales of qualifying graphene is less than 100kg

Yet nano plan to introduce 10 million kgs. Near 1% of the graphite market which is dominated by China.

This is a follow on from the graphite mine hype.

Graphite was mentioned for batteries as it’s 40 times the content in Lithium batteries.

There were and are loads of moth-balled graphite mines around the world.

Spivs jumped in with over 50 graphite juniors appearing “we have jumbo flake, we’ll we have jumbo jumbo flake and so in”

Combined they would wipe out the current suppliers 80% comes from China.

Mass failures then they started talking graphene to keep the kettle boiling.