Versarien Share Discussion Threads

[superg1] 23/1/2017 09:47

What the news and web won't tell you about was the previous rift between the UOM and Cambridge on graphene. VRS have now effectively built a bridge.

EG

Following the acquisition of Cambridge Graphene, both universities will be ultimate shareholders in Versarien, with the expertise of both universities enhancing the company’s ability to pursue the market opportunities for graphene both in the UK and internationally.

The acquisition of Cambridge Graphene positions Versarien at the centre of the commercial development of graphene both in the UK and globally.

When I get the chance I hope to work out what the must have bit was or is it simply a very good fit for a plan or a combination of the two.

But in a short time it's gone from a breakthrough in GNP production to....

AAC ability to produce enhanced plastics
Carbon Fibre and PEEK performance data.
2 collaborations to produce graphene enhanced PEEK/PAEK.
Cambridge for inks.
Various collaborations with others like Warwick manufacturing, 3D, absolute engineering, Bromley, CT engineering and others not mentioned (I think they said 9 more).

Then the unknowns in play alluded to in the recent interview.

Then add on the OEM and the GNP order with potentially more to come from that route.

They have been very busy on the graphene side over the last year or so

[superg1] 23/1/2017 09:24

Reverse fund raising.

Has anyone noticed the trend yet?

Instead of going to the city and asking for cash VRS are involving those they acquire.

EG

AAC, UOM and now Cambridge. All with material share deals attached. In that way the linked company owners benefit should it do well instead of quick buck city folk. As we know the UOM were happy at near double the share price re conversion and Cambridge seemingly happy for the vast majority to be shares.

So far in real terms it's around £750,000 worth via that route. I suspect the theme will continue with an attitude of limited dilution via the city.

Re the 9th

Interesting that Allianz Tech trust man is there which is a different fund to the one that just exited. Allianz will learn that VRS are in graphene and will get to hear just how established on IP and expertise they are. Too small for them but it sticks VRS on the radar.

[superg1] 22/1/2017 09:29

I see that event VErsarien are at isn't just about AIMs chatting

Shares Investor Evening (London)
Thursday 9th February 2017

18.30
Presentations
Walter Price CFA, Portfolio Manager - Allianz Technology Trust
Tim Guinness, CEO - Guinness Asset Management
Neill Ricketts, CEO - Versarien
+ More to be announced

[superg1] 22/1/2017 09:20

When I say DYOR to spot things not visible sometimes you can become aware of factors 99% are unaware of (EG VRS have a new website pending), sometimes it's not web based and sometimes someone you know creates the knowledge gain often unintentionally and obliviously.

Hence I'm up to 2/3 NDA type bits and others bits not necessarily covered by an NDA.

Nothing untoward in learning such things it's just sometimes a case of hard digging and then casual conversations or contact now meaning something due to the knowledge base built up.

[superg1] 22/1/2017 08:56

On another point.

As said many times many don't even know that Vesarien are in graphene. The companies that are known are obvious because they floated as a graphene company.

Various reports and on claimed graphene expert sites VRS gets no mention.

So news like this helps identify VRS as seriously involved.

"The acquisition of Cambridge Graphene positions Versarien at the centre of the commercial development of graphene both in the UK and globally."

'2-DTech, a spin-out enterprise from the University of Manchester, is an existing subsidiary of Versarien which also focuses on graphene-related technologies. Both the University of Cambridge and the University of Manchester are centres for excellence in graphene technology.'

'Following the acquisition of Cambridge Graphene, both universities will be ultimate shareholders in Versarien, with the expertise of both universities enhancing the company’s ability to pursue the market opportunities for graphene both in the UK and internationally.'

[superg1] 22/1/2017 08:48

Sahvian

VRS have been in Downing street previously with the chat about bringing technology forward and taking the world lead in sectors, hence the arrival of the NGI. Also more recently the CEO was up on front of various countries at an event on the trade side as posted at the time.

Recent volume.

We had gone into a lull with very little volume for a week or so. You can't forecast any of the unknown news which the CEO has said is in the background and building.

Knowing VRS the ink thing is key to a plan and probably is a must have.

Let's not forget how VRS 'spot' these things. It's via the NGI and their position there with 2D tech. The NGI gets to see near all that is going on in the graphene world and the UOM has shares in VRS.

So to the point on volume. Nothing in real terms in the news to cause interest yet near 600,000 volume in 2 days most of which was buys.

My theory.

Pre the news those connected to the Cambridge side can't buy. But now their IP is open to all to invest and at the same time some will know and understand the other IP and expertise VRS have.

Then with each passing piece of news like that a new section of folk get to know about and understand VRS and so the web of information and interest expands.

I don't see why (considering normal volumes) why that triggered 600,000 worth of shares so my conclusion for that is as above.

I can think of things pending that would probably trigger a lot more than that.

[theklf] 21/1/2017 22:36

Having the University of Cambridge as partner and shareholder will open doors worldwide. Great deal for £170k

[shavian] 21/1/2017 18:45

A report in today's Torygraph points to next Tuesday's release of the Green Paper on industrial strategy. The PM will announce the plan for a new national research institution focusing on energy efficiency and storage, battery technology and national grid efficiency. The Green Paper will call for suggestions on how to boost the UK's industrial sector.So many opportunities for graphene! Downing Street said " post-Brexit Britain will be a world leader in cutting edge energy storage and battery technology. VRS sits at the Nexus of all these developments.Time to load up on Graphene, Lithium and Graphite stocks.

[luckyorange] 21/1/2017 11:02

anley , I have no idea what you are talking about, totally in control here and fully understand the vagaries of AIM as do many others on here.

Pointless discussion and no point in engaging with you,there is so much more that I could say, but I won't!

Good luck with your strategy.

[anley] 21/1/2017 10:26

My advise to you LuckyOrange is to learn how to control yourself as you are not a business person worth dealing with..............I will leave it at that unless you want to take matters further........

[luckyorange] 20/1/2017 18:13

How dare you anley, typical public schoolboy retort and I will not stoop to your level.

AIM is clearly not for you and if you have any doubts talk to Neill (don't call him Ricketts by the way he may not respond well).


I will give you one bit of advice, look forwards not backwards!

[superg1] 20/1/2017 18:08

If Anley doesn't like it then invest elsewhere. Why hang around?

Option 2 is DYOR and spot or learn things that are not visible.

[anley] 20/1/2017 17:42

Not sure what "a cup half empty" means but don't tell me what Nomads can do and not do. I have been a director of several quoted PLC so don't try and tell me what directors can do or not say.

I run a Family Office fund worth many millions and have been very successful investor using the experience and research which always stands one in good stead. The office is run from Cambridge so we have access to just what is ticking in the City and that is why I was asked to look at VRS.

As I said in one of my last posts is how the current management of VRS is going to make money from the two research businesses they now own. You LuckyOrange have not even bothered to answer this point as I suspect you are not a business person but just a bum when it comes to investing.........in fact are you a shareholder in VRS?

To continue.............

What a stupid remark to make concerning my point on funding. The VRS board has said that the losses will be higher than last time and this leaves a big hole to be filled for working capital and lots more. I think I will be right as VRS must be sitting down and working out just what I have said in my posts and will announce something when the final figures have been signed off and announced.

There are no real turnover in the shares going on at the moment and what you said told me that you do not have a clue as to how the markets operate. Perhaps you could tell the readers of this BB how you would buy 3% of the shares in issue at current price of 10p?????

I am happy to continue this thread but I am more interested in seeing VRS prosper with a holding that makes my Office a great deal of capital over the coming years.

VRS offers valuable IHT to members of our office and that is one reason why this company is attractive provided we can understand the management and how it will make profits from 2018 onwards............

[luckyorange] 20/1/2017 13:12

I can tell that you are a cup half empty type anley lol.
On AIM it's not what's in the RNS's, it's what isn't in which the nomads have vetoed.

Now then... could you not measure the excitement in the RNS?

Very surprised that the exciting comments were allowed through and it's a good measure of how the management of VRS feel, watch out for more orders to follow!

Did you also notice that AAC Cyroma was virtually a one liner? I bet a lot more was written about it but where has the information gone, in the nomads file maybe? I would guess that AAC is doing well .

Finally , if you are waiting for a placing the CEO has already said that it ain't going to happen unless there is something that they couldn't possibly do without.

NOMADS and insti's have probably already suggested it because that is how they line their pockets.

If you really want a lump of shares go through your broker, I feel sure they will find you some.

[anley] 20/1/2017 13:09

Let me help you...............look at the Cambridge Graphene Centre website and look at how the business is kept in 9 different places.........how can this be controlled and if it can was or is that the same model used by Ricketts with Manchester?

OR is there going to be a different way to make profits from these two powerful research places?

Perhaps the two research places will be used for just reseach and back-up to a new production facility which services the people who want to buy graphene in bulk?

[anley] 20/1/2017 12:57

And another one which has just come on to my Cambridge dealing desk...........

hxxp://www.businessweekly.co.uk/tech-trail/tech-profiles/cambridge-graphene-centre-catalysing-uk-value-chain

Now you can all get your teeth into two news items.....

[anley] 20/1/2017 12:45

Please note that who gets the 15% of the capital has not yet been decided...........the rest is a Press Release see below...........

hxxp://www.globaluniversityventuring.com/article.php/5650/cambridge-graphene-inks-acquisition-deal

[anley] 20/1/2017 12:40

Well the two have joined forces which seems a positive move but there is still a lack of interest in the shares.

Reading yesterday's statement from the company I think that a funding is now needed. However, if I was the broker I would like to know how the business is going to make money over the coming years and what sort of industries should it sell in to and what sort of factory is required.

From 25p+ when the last funding took place to 10p now was the learning phase so how can the business break out into the growth phase and that is what serious investors should know.

All we have had in the main is what graphene can do and how its manufactures and who the competitors are............fine and thank you for all the posts where I have read with deep interest. I am a buyer but only when stock is offered and as I have said in recent posts there seems to be little about............

We shall have to wait and see but that is how I view matters today.

[handygandhi] 20/1/2017 11:52

anley . . . . . . . . .

Not only is Manchester the home of graphene, it is also the home of sarcastic humour.

[anley] 20/1/2017 10:10

Handygandhi..........look below.......

Source: St John's College, University of Cambridge

Have you really never heard of St John's College?

[handygandhi] 20/1/2017 07:54

University of Cambridge? . . . . . . . Never heard of them !

[superg1] 19/1/2017 19:34

TOKYO -- Toray Industries aims to capture the expected surge in demand for carbon fiber, devoting about 1 trillion yen ($8.86 billion) to capital investments and acquisitions over the three years starting in fiscal 2017.

The Tokyo-based company holds the world's leading market share in carbon fiber, demand for which is expected to surge as nations carry out the Paris climate agreement. The material, which is 10 times stronger than steel yet weighs only one-fourth as much, is expected to find more use in aircraft and automobiles, as it will boost their fuel efficiency. The global market for carbon fiber-reinforced resins is seen nearly tripling between 2014 and 2025.

Toray's 1 trillion yen in spending, part of its three-year business plan through fiscal 2019 to be finalized this month,

[superg1] 19/1/2017 19:27

I'm not sure how I got to this one looking up printing inks but another Mclaren bit which could be nothing at all re graphene



Probably too long in the design process though for it to be enhanced etc with all the testing needed.

[the prophet] 19/1/2017 19:24

Presumably Cambridge Graphene have not made to much head-way with their inks, otherwise purchase price would be a lot higher?I note they made a very slight profit last year, so it's not like CG were haemorrhaging cash.... wonder why they decided to sell out for not more than loose change?.....