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[verger] 14/7/2020 09:36

“If it ain’t broke, don’t fix it” might be an issue for some industries but as AECOM has found out, Graphene not only creates a better product, it also allows for very lucrative savings for them.

[willoicc] 14/7/2020 09:15

I believe the RNS made it clear that protecting the IP was a crucial factor in any China deal. I assume that means the Chinese are not proceeding, so far, because they are not getting everything.

One of the posts above also made it clear that there is still a lot of R&D work happening around Graphene/Nanene. That is bound to increase the time taken to launch of improved products.

We must also never forget that the vast majority of products are perfectly acceptable without 'graphene' It will take time for manufacturers to be convinced of the merits of changing products which are already successful.

There is always risk 'improving' things. If it ain't broken, don't fix it comes to mind.

Luckily for us, there are lots of innovators who love to improve things just because they can. Providing customers with better products is a bonus.

[able11] 14/7/2020 09:07

Some powerful words here in a new book out this week; esp. sentence four and five.


The harsh and undeniable reality we in the West have to face up to is that Beijing wields its economic power like a great weapon.

Its economic blackmail has proved highly effective, distorting decisions made by elected governments, frightening bureaucrats, silencing critics, and making countless companies beholden to it.

That power is only amplified when Chinese companies, answerable to Beijing, own critical infrastructure in other countries.

The West needs to inoculate itself against these pressures where it can, but where it can’t, it needs to make some hard choices and walk away.

All industries, including the education and tourism sectors, must understand the political risks of becoming heavily reliant on revenue flows from China. Short-term profit-making exposes them to long-term damage.

When considering partnerships with Chinese organisations, much better due diligence is required, by people who understand how the CCP system works.

Companies should not expect their governments to compromise human rights and civil freedoms to appease Beijing. As long as the current CCP regime rules China, prudent corporate management requires diversification of markets.

Above all, the West needs to wake up to the fact that a CCP-led China is not, and never will be, its friend.

Adapted from Hidden Hand: Exposing How The Chinese Communist Party Is Reshaping The World by Clive Hamilton and Mareike Ohlberg, to be published by Oneworld on July 16 at £20. © 2020 Clive Hamilton and Mareike Ohlberg.

[anley] 14/7/2020 09:01

How is the Lanstead deal progressing and in whoes favour?

[1teepee] 14/7/2020 07:29

It could be significantly more from lanstead if they launch products

[soilderboy] 14/7/2020 07:17

Any orders yet?

[laginaneil] 14/7/2020 04:35

Morning folk,

Techi info

Help for battery deployment in grid:




Would Nanene help in the resin or the pulp for that matter ?

[redstone64] 13/7/2020 22:37

Still very much here and awaiting the next updates on the collaborations and specifically one of the big 5. It is no surprise that during the pandemic none have announced moving to launching a new product given the uncertainty even if we don't know if they were ready. That doesn't mean that things haven't been moving forward and August's update should show that even if we don't get a launch before then.So given the above to have secured the Lanstead deal and now the £5m InnovateUK loan (awaiting final confirmation) in the past months means that LTH can rest easier knowing there is significant funding in place. What's not to like about that?

[deeplane] 13/7/2020 22:20

Still hanging in there. My investing philosophy is like my food, slow grown equals a better taste. Fast food undermines your wealth and health.

[senden11] 13/7/2020 22:09

PS. All of that said, I am expecting some solid updates on collaborations in August - with several of our irons (top 5 or otherwise)showing some very tangible progress in the direction of firm orders!

[supernumerary] 13/7/2020 21:38

'I too have noticed some very high profile posters have become conspicuous by their absence.'

I too have noticed some very high profile posters have become conspicuous by their presence.

:¬)

-----

Brenner - as long as people stick to verifiable facts (ie not, for example, the sort that mavfav thinks are facts) then rational investors should take note. What is sad is that so very little posting here deals in relevant information rather than irrelevant opinion.

[senden11] 13/7/2020 21:37

Likewise, still holding and have added modestly on weakness as funds have permitted. Initially saw this as a 3-5 year investment in 2017 and frankly, am disappointed that some self-imposed/professed company timelines have not been met, but fully realise there's a much bigger socio-economic/political game in play here. Despite this very testing period, I remain a believer and have no plans to invest elsewhere. GLALTHs

[matheus7777] 13/7/2020 21:32

Been in for two years, adding whenever I can GLA

[rogerbridge] 13/7/2020 21:02

Still holding, still strong, good night all.

[chelsea101] 13/7/2020 20:54

Cheers Mike

[mikebrenner] 13/7/2020 20:45

Still holding and adding, nothing to add to this board due to trolls hence don't post! You should not be swayed by what ANYONE else does!! It's your money, future, risk, weighting, research, conviction, investment strategy!

[kemche] 13/7/2020 20:36

"we are so close to getting news that will re rate the share price."

If you go back over this thread then you will clearly see that it is the sentiment that has been expressed at least once a week for the past umpteen years.

You only need patience really.

[kemche] 13/7/2020 20:33

Those that have met Neill have spoken highly of him and of him being a man of integrity who will deliver. But their recent posts suggest that they may be questioning his integrity. Some have even suggested that he has under-promised and over-delivered! The one thing that we can all agree on is that he has been generous to the holders here in affording them opportunity after opportunity to average down at increasingly attractive prices. And you can't say fairer than that surely.

[kemche] 13/7/2020 20:28

All the LTH'ers are no doubt quietly averaging down. Lucky sods!

[woodpeckers] 13/7/2020 20:04

Chealsea, I think you'll find that the vast majority of the long term holders are all still holding...sadly this thread became 'uninhabitable' a while ago so new quarters were found to chat without having to suffer the 'noise'...

[joeblogg2] 13/7/2020 19:57

Once we get a solid contract rns they will all be posting. Just hope its soon as the wait is taking a toll on my ability to sort out my finances and time running out as nearly 60 !!!

[chelsea101] 13/7/2020 19:53

Cheers forestfred, I’m also very optimistic about the future for VRS and I know you’ve been invested for a long time too. I have to say that Mike Bremner was the lth I was most interested in as he has done tremendous amount of research into vrs over the years and was on good terms with NR.

[forestfred] 13/7/2020 19:29

Evening Chelsea
I have been invested aprox 8-9 years.

I am Very optimistic about graphene in general and my investment in Vrs .

In my view some lth have stopped posting on this board or lost interest because the dynamics have changed here ,just too much game playing by traders and others.

Lth holders are in the back ground I’m sure .

Atb
Ff

[pentacosttempleton] 13/7/2020 19:25

Lucky you ROADCHEF a lot of us don't have the luxury of taking out out original investment and letting the rest run for free. I think it is high time for answers. Things are not panning out as we were led to believe.

I too have noticed some very high profile posters have become conspicuous by their absence. I hope they are honest enough to admit if they have sold up and left but I guess its very hard to tell on a BB where it seems there are some pretty obnoxious people on both sides of the fence.