Versarien Share Discussion Threads

[superg1] 15/10/2016 17:08

Shavian the 4th could simply be the top down process which is synthetic. AGM are trying to follow that process. VRS use bottom up which is production of Graphene from graphite and it's what most do.

Then you have ootions like CVD, I think a company called Hardide do that or try to do that. I learned very early on that it is a very expensive process currently.

Note in the news they talked of 5 options but they are concentrating on 3 GNPs, reduced grapehen oxide and graphene oxide. VRS target the sectors which have near term market entry.

Of course the CEO knows all about hardide CVD and the challenges

Neill Ricketts. Previously in his career Neill Ricketts served as the Managing Director of. UK and European Operations of. Hardide Coatings'

So if he and Will decided not to chase CVD it's for the high cost well down the line aspect. If they start to mention it my guess is they have found a way to do it cheaply and on an industrial scale.

As I said on this road looking at VRS I haven't just sat tapping on the web, I've spoken to a sceintist on the topic who was looking at going into the NGI and experts in this advanced material field and taken opportunites when VRS offered them.

Hence on that basis I am not interested in Hardide if all they do is CVD. If someone says Hardide have cracked cheap commercial scale CVD then I'm all ears.

Which video was it so I can work out the context of it.

[shavian] 15/10/2016 16:29

Elcora Corporation, New York state, claims to have the highest quality graphene in the world, according to tests conducted by the University of Singapore.

However, perusing their website does not reveal any sign of imminent commercialisation, and their focus is more on high quality graphite for the battery industry. No immediate threat from this direction.

[shavian] 15/10/2016 15:55

I'm curious to dig up any negatives here, for my own satisfaction. One is that NR in the long video mentions four different technologies going forward with graphene 'three of which we have access to'. What is the fourth and why is VRS excluded? Patents?

Secondly I'm wondering why Will Battrick really left. Is he just a restless soul moving on to the next challenge, or were there issues of command? It would seem daft to me for a co-founder of such a promising business to move on when he did. At least he is still a significant shareholder. Also remember that the great Silicon Valley startups were littered with similar stories. Maybe he'll turn out to be Britain's Elon Musk.

[superg1] 15/10/2016 12:38

Shavian

One reason for so much info was to get it on the tread easy access potentially before others arrive and the usual idiots etc.

I doubt anyone would read the news and TBH it was a good reminder for me too. News now can now be linked back to old news and understood etc. Then any news from now on makes sense if you have digested it.

I need to catch up with you re listening to all interviews to pick up on anything there.

[superg1] 15/10/2016 11:54

Shavian

I'm glad someone else gets it.

The big key is the PR. VRS are material geeks trying to run a business and they expect rns news as the way to let the market know. As we know it's only viewed by those following the company which it seems was less than 10.

Neill is a material geek and has been in F1 on that side. He and Will are nuts on that side they love it. As you say I think they played an absolute blinder getting 2D tech. Not back door but front door into Manchester Uni graphene and the NGI. Then the Ulster University route how did such a small company get that tech. The answer is they are material geeks and a bit like me they scan the market looking for it.

The same goes re copper foam, another scoop via Liverpool university. 6 degrees celcius better than the market on the passive side. A 10c change halves the life of a semi conductor.

Do it via added liquid cooling at look whats happens it's something like 10 times the performance.

While VS say it in news, first no one is looking and for some they don't understand it either.

This was monster news in the industry and as far as I'm aware VRS are the only company that have the capability for high volume very few layer capability.



The resulting graphene has up to 99% carbon and minimal oxygen content, as well as being effectively inert. The graphene also exhibits exceptionally good structure and retains a very high degree of crystallinity ensuring that the risk of contamination is significantly reduced.

Graphene performance is dependent not only on the purity, but the number of atomic layers, with a single layer providing optimal performance, allowing the full potential of graphene to be unlocked. Importantly, the 2-DTech production process provides significant amounts of single layer graphene on an industrial scale.

I got the news, was happy for the Carbide side to hit the share price and analysts to remain completely clueless as the share price dropped.

They did like the presentations though note the share price rise to 26p. That was presentation week. They talked of opportunity then and now they have proved they are right and have commercial capability on heat sinks and GNPs. RGO and GO with an apparent world lead in both graphene products and heat sinks.

Not forgetting the plastics too, they must surely have evidence of enhanced performance, if not why acquire AAC and call it the world's first dedicated graphene enhanced plastics factory.

All they are missing now is key to short term cash which has many options and telling the market face to face what they have.

[shavian] 15/10/2016 10:53

SG1: re your last post, my last two buys were in quantities of 10,000 at 10.2p and 10.3p respectively, so not too far over the odds. It'll be interesting to see what happens when some of the bigger players arrive. NOt yet, I hope.

I note that the MC of VRS is about £11.6 million, which still makes us look like a minnow. I can't see it staying that way for much longer. All it would take is a big share tip in the IC or a Sunday broadsheet.

[shavian] 15/10/2016 10:40

Having now found a few hours to plough through SG1's titanic series of posts, and watching all the videos and interviews, I must admit to being somewhat awe-struck by the prospects opening up for VRS. Here we have a rare marriage of basic business skills (Ricketts) with the IP fed in By NGI and the 4 associated universities - Liverpool, Manchester, Ulster and Warwick, and a joint determination to get graphene applications to the market. Do we know how much thay have paid for AAC Cryoma? It's the bigggest acquistion to date but cannot have been that expensive, given the relatively limited funds available. However it alrady makes VRS the first integrated graphene manufacturer in the world, so whatever it cost looks worthwhile. And it makes the cost of buying 2D (£440,000!)look like the steal of the century.

The newsflow keeps rolling in, but it still seems like no one else is listening. The volume of shares traded is still pathetic - thankfully for us. I disagree with SG1 on only one thing, they don't seem to be trying to hide their light unders a bushel. Ricketts seems to be talking to anyone who will listen on these interviews. It's just they don't see the sense in spending big bucks on PR, and I'm with them there.

Happy days ahead, even if future fund raising is bound to dilute us, I'm still accumulating in small parcels. Good luck all and keep the reaseach coming!

[superg1] 15/10/2016 10:12

Well it seems there was some back door trading on Friday. That explains the earlier late reports in previous days.

I call it back door trading. Someone wanting stock but working outside the market to get the stock at the going rate. A ring around for loose stock, perhaps prompted by the limited PI activity and rise in volumes

EG if you tried to put in an order for 335,000 I doubt you'd get them for 10p and note PI buyers are at times having to pay over 10p as we are in the market supply side not the back door.

[superg1] 14/10/2016 10:23

A clear reference of more to come re the recent news but can't say yet.

[shavian] 14/10/2016 08:32

We are not alone.......

[superg1] 14/10/2016 07:52

July 16 results

Strong enquiry pipeline following significant
investment in last 24 months and first OEM
contract negotiated for low profile copper
foam heat sinks in consumer devices.

Significant advances in graphene with commercial
production of three graphene types in progress:
production process now patented in UK, Europe
and USA with China expected soon.

We can now offer five types of graphene out of our manufacturing facilities in Cheltenham ??? (will come back to that one I know of GNP, GO and RGO)

Development of our core graphene and porous copper foam production technologies has now been completed.

We have signed four MOUs to form partnerships with organisations that will allow us to accelerate the adoption of graphene into markets where this material is expected to be a game-changer: 3D printing, batteries, carbon fibre composites and aerospace. Each of these partnerships brings specialist scientific, manufacturing or target sector knowledge and will help us to penetrate these markets quicker whilst sharing development costs and knowledge.

In the Thermal Products business we have negotiated our first OEM order for low profile copper foam heat sinks for use in consumer devices, validating our product and allowing us to leverage other opportunities. Manufacturing will commence out of our new premises in Westcott alongside our Hard Wear products.

We gained 83 new customers via our US distributor, Mouser, who were appointed at the start of the year following the launch of our standard range of low profile heat sinks. In order to support sales efforts further, we have also expanded our European sales channels.

The copper foam product is now gaining market validation with its first contract win for use in consumer devices now negotiated. This will enable us to aggressively market the product and make further sales progress. We are able to scale the manufacture of this product with the capacity available at our Hard Wear plant.

We now have the ability to produce graphene using almost all the available techniques and going forward, will concentrate on three. Graphene Nanoplatelets (GNPs), produced by the exfoliation process, are suitable for use in printable electronics, opto electronics, solar cells, plastics, biomedical devices and energy storage. Both Graphene Oxide (GO) and Reduced Graphene Oxide (RGO) are produced using a wet chemistry method and are suitable for use in paints, inks, rubber, lubricants, and printing.

For the immediate future we are focusing on the following applications:


-- enhancing the properties of polymer composites
for use in a wide range of industries including
aerospace and 3D printing materials
-- strengthening of carbon fibre products,
particularly in sports equipment where there
is traditionally fast adoption of new high
performance materials, improving the charge
carrying capacity of batteries for the electronics
market

Dispersion technology will be required and plans are in place to partner with the Warwick Manufacturing Group together with our own scientists.

[mr dexy] 14/10/2016 07:48

AGM into fishing rods... RNS today...

Casting the net wide, many rods in the water... etc etc :)

Regards


Mr D

[superg1] 14/10/2016 07:38

Dec 15 results

Graphene production scaling up following confirmation
of commercial manufacturing method and grant of US patent
for volume manufacture of high quality graphene

Air-cooled heat sinks being sold from North American distributor
to 49 new customers with encouraging future pipeline
-- Launch of new aluminium heat sink ranges

We have been busy scaling up this production to commercially viable levels of graphene nano-platelets and this has culminated in the launch of a dedicated e-commerce website in addition to our blue chip enquiries. With the supply of high quality graphene in reasonable volume we can start to unlock the potential of this wonder material

Prospects in this division are excellent following the breakthrough in the scalable manufacture of graphene platelets announced during the period. The e-commerce website is now live and we are seeing enquires for the material in both powder and liquid forms.

Of significant note is 2Dimensional Products where the patent for our high volume high quality graphene production method has been granted in the US and since we have seen an increase in the number of enquiries from large blue chip international organisations. The potential for this technology was further illustrated following a recent trip to San Francisco where we engaged with a number of the world's most successful companies and were the object of great interest to a number of delegates and other exhibitors.

We still continue to work heavily with the University of Manchester on our two collaborative projects to rapidly commercialise graphene use in plastics, composites and inks for flexible antennae. Progress is also being seen in the multiple InnovateUK projects that are under way to create IP in our metal foam and graphene fields. This work has resulted in a number of new products launching including new graphene derivatives, graphene oxide and reduced graphene oxide together with a new range of aluminium heatsinks.

The thermal management market continues to expand and is expected to reach $11 billion by next year. Porous copper is a disruptive technology in this market and the enquiries we continue to see from global OEMs is most encouraging.

The traction beginning to be developed for our Thermal Product applications is promising but we are still nonetheless highly dependent upon customers' time horizons that are taking longer than first anticipated.

[superg1] 14/10/2016 06:56

BTW

The patent was awarded in the US and I've listed the patent. Worth a read if you can be bothered as it shows how others have tried and failed with various options which simply don't work or are not viable. It shows how purity can be affected, performance compromised and the use of harsh expensive chemicals with lengthy processes to produce small amounts of graphene/GNPs.



the invention provides a graphene nanodot having a height of 1 to 3 nm. Optionally, and preferably, these graphene nanodots have a diameter of less than 10 nm.

Bits in it about the number of layers

In the context of the present invention, the term “graphene” is also intended to refer to more than one, but not more than 10, of these single sheets arranged in a layered structure. Preferred numbers of layers will thus be 1 to 10, preferably 1 to 8, more preferably 1 to 5 (e.g. 2 to 10 or 2 to 5).


I'm glad I read that as I thought to qualify as a GNP it had to be 10 layers or less, yet that example of GNP supplies the other day gave a range including 15 layers. So that compnay is talking BS and there is a lot of it about in the industry, strictly speaking they don't have GNPs. As mentioned before I believe the NGI has some work going on which will classify what is and isn't graphene at which point the number of suppliers will drop as they are listing product that won't fit the requirements.

Aha

Graphite as referred to herein has at least 11 layers of this hexagonal carbon,

So 11 plus is technically Graphite.

I'll skip on and go back over the patent when I have time.

[superg1] 14/10/2016 06:42

July 15

VRS Haydale collaboration

The Collaboration commences with immediate effect and provides the framework pursuant to which, Versarien and Haydale will work together to create solutions for the manufacturing and functionalisation of graphene on a large scale suitable for mass produced commercial applications. Both management teams expect to share resources to maximise the exposure and utilisation of the expertise of both organisations, which operate in different areas. In particular, Versarien through its subsidiary 2-D Tech will supply high quality graphene platelets for functionalisation using Haydale's proprietary technology. Haydale will also supply high quality sustainable graphite for use as feedstock by 2-D Tech and evaluate the resulting material.

[superg1] 14/10/2016 06:35

April 15

Lauch of low profile heat sinks.

This range is designed for use in passive cooling applications where space is at a premium and performance is crucial. These VersarienCu(TM) heat sinks can potentially be used to cool any Integrated Circuit component, with applications including:

-- Power integrated circuits, high temperature components and transistors
-- Set top boxes, AP routers, cable modems and broadband
-- Optical Networks and LED TV and flat panel displays

The increased thermal efficiency of the copper foam on the component can allow for a cooling fan to be removed from products, and has the additional

By producing a standard range of off-the-shelf products Versarien will be able to offer this advanced cooling technology to customers at a more competitive price which, together with the improved thermal management capabilities has already resulted in significant interest from large scale users, who are looking for more reliability and functionality for their electronic components. major benefit of increasing the life of a component by reducing overheating.


Deal signed with global distributor Mouser

[superg1] 14/10/2016 06:33

Dec 14 results. Summary of things we know, plus

As well as continuing to develop custom solutions for specific clients the Company has also commenced development of standard products for supply of IGBT power semi-conductor thermal management devices, integrated power modules for hybrid and electric vehicles, compact high efficiency liquid to liquid heat exchangers for domestic heat pumps and air heat sinks which outperform competing ceramic products. To support this strategy VTL has strengthened its development team with the recruitment of three senior engineers, which will enable the Company to progress with both custom and standard product offerings.

I will have to come back to that one it lists matters on the thremal side that I has missed. It mentions the electric vehicles again which was part of the 2 year research.

[superg1] 14/10/2016 06:26

21 Nov 14

2D tech becomes a partner with the national graphene institute.

Under the terms of the MOU, this partnership will bring together the graphene technology and applications potential that exists through The University of Manchester and the NGI, with the operational aspects of new product development and manufacturing expertise that 2-DTech and the other Versarien business divisions can offer.

Comment by the partner

"We look forward to working with 2-DTech on a number of graphene related projects in the newly completed National Graphene Institute and in developing and growing the relationship into a strategic partnership in the near future. We expect to see a number of exciting opportunities for graphene applications and products and this relationship will help in the acceleration of graphene commercialisation."

So it seems the carbon fibre news was one of those projects

[superg1] 14/10/2016 06:20

Nov 14 Grants and collaborations

-- 2-DTech will receive GBP80,000 for a collaborative project with Evodental, a leading dental implant company, to produce graphene-reinforced polymers for fixed dental prostheses.

-- 2-DTech will receive GBP98,000 to explore the functionalisation of solid-state dye-sensitised solar cells which will be expedited in conjunction with Dyesol Ltd, the Australian solar clean tech company.

The InnovateUK grants supplement the existing GBP240,000 University of Manchester proof of concept grant for the commercialisation of a unique production process for which Versarien has now filed its first patent, jointly with the University of Ulster.

Dyesol

They are the compnay where a large Saudi company took a 30% share. It's all about dye sensitise solar cells.

[superg1] 13/10/2016 13:46

I suspect there is more to come. A bit of supply and perhaps not Will as he understands the potential here, it could be left overs on the drop, we'll have to wait and see.

When they are gone they are gone and certainly no profit takers, no geared gamblers, no herd etc which is great.

Low volumes low interest and some quite stunning IP and potential.

[tini5] 13/10/2016 13:07

Posted a couple of articles on the other thread but for brevity will just put the headline and links here also - didn't spot the new thread!

It's starting to look exciting...

Versarien says graphene interest soaring after NGI collaboration
www.proactiveinvestors.co.uk/companies/news/167344/versarien-says-graphene-interest-soaring-after-ngi-collaboration-167344.html

Versarien To Scale Up Graphene Production After Successful Trial
hxxp://www.morningstar.co.uk/uk/news/AN_1476346951740089300/versarien-to-scale-up-graphene-production-after-successful-trial.aspx