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[laginaneil] 10/6/2021 18:13

Evening Holiday,

On drones I agree, big problem will do all sorts things without putting a human

in the 'firing line'.

Take the ultimate drone - The mars helicopter !! Yesss!!

[laginaneil] 10/6/2021 18:08

Hello Cheshire,

Well the indication its speeding up, I feel, can be seen in the US were the military

are falling over themselves to use Musks commercial service's and development.

That's my bit of evidence - looking to the future not the past. We will see

civilian companies doing more jobs for the MOD because they believe they can get things

done quicker.

[holidayfunds8] 10/6/2021 17:40

so I was only truly 'Airborne' for a shorter period than I'd planned.

[holidayfunds8] 10/6/2021 17:35

ps although - going back maybe 100 years - I did manage to fall off the 'Trainasium' high-wire act at Aldershot, and managed to seriously injure myself, as I fell only 30 feet to the ground (i.e. no roping set up to catch you at the easy 30 foot stage).

[holidayfunds8] 10/6/2021 17:28

flatcoat1 - not sure I agree with you on military application timescales.

I understand the general view that MoD Procurement process can be a total nightmare, but I know the UK military CAN act quickly if there is a CLEAR need to do so.

So let's get specific:

DRONE technology is now - I'd suggest - fast becoming THE key military concern, both to:
* be able to DEFEND yourself against such drones;
* and to have your own drone forces with which to go to battle;

From what I have read via readily available public sources, there are many military experts that are now increasingly worried that the next major world or regional warfare event will run as follows:

* SWARMS of small drones (maybe under 1 foot diameter) can cause havoc on the battlefield, targeting things & even individuals on the battlefield;

* LARGE NUMBERS of SUICIDE DRONES (1-2 meters in length, more like a mini-predator) - will take out main battle tanks by the dozen, and will destroy any aircraft carrier group within hours; almost unstopable at the moment;

* Then you have the larger PREDATOR-type unmanned vehicles - which can carry the mainstream missiles and take down buildings etc.

* Plus CRUISE missiles;

If graphene can help in particularly the smaller & suicide drones, the military will want to get that technical advantage asap, without much delay.

I'm serious - DRONES really do appear to be a game-changer right now.
(watch any proper, mainstream military engagement from here on in)

Let's also look at improved BODY ARMOUR:

* I'm no boy soldier - too fat - but I am told there is quite a bit of physical effort required when getting up onto a ship or oil platform FROM THE SEA;

* using magnetic clamps to claw your way up hundreds of feet can be exhausting work, even for some of our finest SBS marines, and if graphene can readily make their body armour somewhat LIGHTER, there will be real interest in that.

Not sure I can immediately guess what the 3rd application might be.
(and, on the drones and body armour, say, we are probably already some years into the development process, would be my best guess)

[cheshiremoggie] 10/6/2021 17:09

Do you have any evidence at all that military project lifecycles have sped up?SpaceX isn't the MoD.

[soilderboy] 10/6/2021 17:06

Any orders yet?

[laginaneil] 10/6/2021 17:02

Hello Alchemy,

I think the MOD dev/production time scales have picked up a bit, especial

these pandemic times. If as a company/country the cycle does not pick up speed

you are going to get 'left behind'. As an example Musk rocket dev/prod pace !

Internet satellites, electric cars ford VW..

The cycle is getting shorter... Just my thoughts.

[adejuk] 10/6/2021 16:48

we're approaching
"the next six months will see us getting to commercialisation"

[cheshiremoggie] 10/6/2021 16:41

MoD feasibility study is why I topped up after the contract announcement.It's not going to lead to any product this side of 2025 imho but defence procurement has different criteria to civil.A 10 percent better product at 3x the price may be militarily acceptable but not in the civil arena.With NR claiming no collaboration has failed to produce results (I believe him) my guess is that it is the manufacturing economics that has lead to no VRS revenue.Concrete might just be the turning point tho. 2022 - a year of commercialisation- lol

[alchemy] 10/6/2021 16:11

Looking at Google , Google scholar etc and reading link here some of the 4 years must have gone? Add in cost and CO2 pressures I'd have thought you may be a bit on the cautious side? But hey ....I'm sure £50 million is a trickle in such a HUGE industry but that sort of figure at a healthy margin would be useful here?

[flatcoat1] 10/6/2021 15:07

Having done lots of engineering consultation for mod I can say don't expect any substantial revenue for a long time yet. Typical life cycles in development are 4-8 yes, and that does not include new technology.The current contract will look at feasibility. To get product with revenue will take a lot longer

[fireball xl5] 10/6/2021 14:03

Well we are given short shrift and relegated creators of 3D printersand ink.First Graphene, a graphene producer, has become globally known as well as Applied Graphene Materials (AGM), which uses sustainable raw materials rather than graphite in its production process, Nanoxplore, which has a unique graphene production process that helps to produce it at scale, and Versarien, which creates graphene products such as 3D printers and ink.

[anley] 10/6/2021 13:24

BEM V VRS and who could be the winner in batteries..............?

10 June 2021

Beowulf Mining plc

("Beowulf" or the "Company")

Fennoscandian Resources receives EUR791,000 additional funding from Business Finland

Beowulf (AIM: BEM; Spotlight: BEO), the mineral exploration and development company, is pleased to announce that Beowulf`s wholly-owned Finnish subsidiary Oy Fennoscandian Resources Ab ("Fennoscandian") has been granted EUR791,000 by Business Finland.

The grant funding is equivalent to 50 per cent of the 3-year EUR1.6 million budget for Fennoscandian's 'Spheronisation and Purification of Natural Graphite for the European Lithium-Ion Battery Market' project.

This work is part of the BATCircle2.0 (Finland-based Circular Ecosystem of Battery Metals) consortium which has been granted EUR10.8 million by Business Finland as part of a total funding budget of EUR19.3 million. BATCircle2.0 is a key project in Business Finland`s Smart Mobility and Batteries from Finland programmes.

Finland has high-quality natural flake graphite resources and the opportunity exists to create a sustainable value chain for anode material markets in Finland and Europe. Currently, China is the dominant producer of spheronised graphite, utilising chemical purification and using hazardous hydrofluoric acid.

The objectives of the project are to develop a chemical free technological solution, utilising renewable energy, to spheronise and purify graphite within a Finnish industrial ecosystem, for use in the manufacture of lithium-ion battery anodes.

There is more on the BEM site for those who wish to investigate this story.

[mavfav] 10/6/2021 12:35

I think you'll find that it's relevant to startups Fireball and not established companies In the context of Graphene in concrete it's great to see the UoM devise a process and Nationwide have a product and the pour to date has used our Graphene BUT I don't believe that was the only seat at the table or even game being played.NR and the team I believe are working on many fronts and had to expand the team to manage those relationships. That will come to fruition and re DSTL I agree with holidayfunds I know nooothing

[markyboy5] 10/6/2021 12:31

Concretene, anyone Know the official launch date? Will they launch the product without a Graphene supply contract in place? Only my thoughts but Concretene launch day, vrs supply agreement RNS

[holidayfunds8] 10/6/2021 11:30

We also have the 3 military applications, which are to be delivered by March.

I would bet at least ONE of those is already complete (maybe all 3), so any one of those could also be graphene-revenue-relevant, accepting that secrecy may impact newsflow (though the MoD did not seem shy to show off the VRS drone wing).

[holidayfunds8] 10/6/2021 11:21

Yes, textiles - and a range of other sectors / applications - could end up being the first confirmed commercial deal (i.e. associated with meaningful graphene-related booked revenues).

I really do not care which one comes first - just ANY deal will do for me at this stage.

[alchemy] 10/6/2021 11:14

Concur! But other balls in other courts but at the same stage or ahead (NR)...textiles?

[holidayfunds8] 10/6/2021 11:14

Just to add - such DEMONSTRATORS are also very news-worthy, and very share-price relevant - so I think any further DEMONSTRATOR news will help the VRS share price move further north.

But the real share price action will - in my personal view - only properly kick off when we see at least ONE proper supply deal confirmed.

And, once ONE is confirmed, I think other deals will then follow.

[holidayfunds8] 10/6/2021 11:09

I have NIL proof, but my personal view is that VRS are currently working with other, rather larger, UK cement suppliers on DEMONSTRATORS.

In my dreams, VRS will release a graphene-enhanced concrete RNS, in the event that they can then convert any successful DEMONSTRATOR partnership, into a fully-fledged proper commercial supply deal, even if the commercial volumes are still relatively modest at this early stage.

As many have already stated, the key thing now for VRS is to get ANY commercial graphene-related deal confirmed in a clear & unambigious manner. Only then - in my personal view - will the real share price action kick-off here.

Until then, we continue to wait...

[alchemy] 10/6/2021 10:53

Not til Michaelmas.Textiles first?

[andymoore07] 10/6/2021 10:31

Any chance we can RNS about concretene?!

[axotyl] 10/6/2021 10:00

With the knowledge TW-What's-AECOM has gained from us on Graphene, what's the betting he'll be up like a rat up a drain-pipe to hone his "skills" on TGR and downplay the Graphite/Graphene angle? It's a sitting-duck for him.

Standby for a newly-minted pseudonym...