Versarien Share Discussion Threads

[compoundup] 19/12/2017 12:10

I fail to see why anyone thinks they are entitled to a snapshot of exactly what is going on within the business at any point in time. To suggest that AAC Cyroma isn't doing something just because it hasn't been announced is a big leap IMO.

Specifically as to the reinforcement of PEEK/PAEK, plastics in general and carbon fibre, I am sure if the company had anything materially affecting the outlook for the company, we would hear about it.
As it happens, 2 things were mentioned in the Q&A after the AGM that are relevant in this sphere:
1. The heat sink activity was being moved out of Cheltenham (to TC's building where there was some room for it) to make space for something. What the space might be used for is open to conjecture - possibly room for extra Nanene kit or maybe something to do with:
2. Neill's comment in answer to a question about carbon fibre: "We do not currently have the capability to manufacture carbon fibre". Make of that sentence what you will. Might there be a key-word suggesting that the space could be filled with the means to try out some Nanene/carbon fibre experiments?

It's quite possible that AAC Cyroma could have been assigned some carbon fibre related testing activity.

If anyone wants to assert that AAC Cyroma is a waste of space, based on no information and no effort to investigate, let their contribution be given the weight it deserves.

[dgduncan] 19/12/2017 12:10

Luckyorange - I do want to stop posting but you have me intrigued.

What are the nanene enhanced products made by AAC that you are then only one smart enough to see ?.

That would kind of shoot me down in my argument. Please feel free to list them and prove me to be wrong yet again.

Also - I did not say I was not interested in VRS. Just out of investing at this time. Maybe if you supply some factual evidence I would be more inclined to invest again sooner.

[club sandwich] 19/12/2017 12:03

"VRS hasn't been able to capitalise around all the buzz"

20p to 60p+ in a few months?

[luckyorange] 19/12/2017 12:01

Posted by dgd on 3i

' I have been wrong many times before and lost a lot in the process.'

Keep up the good work lol !

[tees maar khan] 19/12/2017 12:00

I remain long but doubt we'll see 100p this year.

VRS hasn't been able to capitalise around all the buzz.

TMK

[superg1] 19/12/2017 11:55

More on batteries and this one looks interesting.

Only a matter of time for the folk in the lithium market to react, if not already in the background.

[dgduncan] 19/12/2017 11:50

Merry Christmas to you too Vasillis

[superg1] 19/12/2017 11:49

On the point of further news due. In the interview clearly the CEO suggests it's imminent but beyond his control.

It's the last signature the matters, they can take days, weeks or months, if one comes today, news tomorrow, if Wednesday news Thursday and so on.

They are stacking up that has been made quite clear.

[dgduncan] 19/12/2017 11:48

And if they posted factual benefits then I would be all in again.

[vasilis] 19/12/2017 11:48

dgduncan

I accept that the purchase of AAC Cyroma was 14 months ago (RNS 3/10/16) but then Nanene itself was not RNS'd until 8 Feb 2017. As you are someone with engineering experience I'm sure that you will appreciate that for a new technology such as graphene with no confirmed ISO standards to date, 'slow' progress is hardly a surprise. We are still talking months here, not years regarding this purchase. So Neill's re-iteration of VRS's aspirations 3 weeks ago was no surprise to me. These things take time as you should know from experience.

I'll grant you that the RNS of 3 October 2016 is a little over-exuberant for my liking, but that's about it. VRS and experience with graphene manufacturing techniques has moved on a long way since last October. And as I've said before and will say again, the year 2018 will be a watershed year in my view as regards graphene - and I still see VRS in pole position.

Anyhow, good luck with your future investments and merry xmas and prosperous 2018. Just keep one eye open for graphene - sorry, Nanene - developments.

[dgduncan] 19/12/2017 11:47

Super - which is why it is so important to me that AAC demonstrates this. It should be 'super' easy for them to be able to do this.

[dgduncan] 19/12/2017 11:44

Superg1 - if the question about selling out was to me then the answer is yes.

[dgduncan] 19/12/2017 11:42

Superg1. Now I have changed my mined about you being methodical and dealing in facts.
I have done my research and bought on the basis of it. I have done my research and sold on the basis of it.
You for one should know that you should not believe everything on a BB and that dumpers and rappers are all over the place. If one invested solely on others ramps one would be penniless now.

Just in my view AAC is very important in giving me another view of Versarien as I have stated enough times.

I accept that there are many other opposing views and so there should be - otherwise this share would be at £10 by now. Just hoping it will get there does not mean it will.

You will be glad to know (same as don't give a sh*t) that I do not intend to spend any more time posting on this BB as it is all getting to much of a drag. I will continue of course to look out any future comments that will tell me if I was right or wrong.

[vivgav] 19/12/2017 11:40

35k buy at 65 ...hidden from 8am ish

[superg1] 19/12/2017 11:32

Have you sold out?

BTW this is straight talk not intended to be offensive so don't take it that way. Just trying to get to the facts.

[superg1] 19/12/2017 11:31

Fact
You don't do any research and want us to spoon-feed you.

Try asking the company yourself as any answer we get then you will dismiss it.

Trying doing a little research and it will open your eyes then you won't have to trust posters.

Then why is AAC so important. IF DOW, IAI and Unilever want to use their own extensive production facilities I'm happy with that.

AAC is simply an option supply actual parts should end users want it EG like JLR.

Imo they should just bang out some Nanane enhanced phone cases as the youth of today would love the kudos of having those.

However they are far too busy with monster companies to do that at this stage.

[dgduncan] 19/12/2017 11:26

And I have never doubted the quality of Nanene compared to the others. That is why I invested in the first place.

[superg1] 19/12/2017 11:20

XG were one of the first movers and kidded the market re what graphene is.

Here is another science paper on XG 'graphene' that I have just found

They have the layer level the wrong way around in the paper. M grade is 18-24 layers, C grade 2-15 layers.

Graphite of just about any type will always enhance the thermal and electrical properties of any composite with poor conductivity. Look at the UTS

Both the electrical conductivity and the decomposition temperature increased with increasing GNP content. C-GNPs give superior property enhancement due to bet- ter dispersion and the good interfacial contact between the LLDPE and the GNPs.
• The tensile strength of the nanocomposites is slightly increased with the addition of 1 to 2 wt% GNPs, but is subsequently reduced with higher loading of nano llers. The deterioration in tensile strength is more pronounced in the M-GNPs compared to C-GNPs due to their pro- pensity to agglomerate and their reduced interfacial adhesion with matrix.

Tensile strength
The tensile strengths of C-GNPs/LLDPE and M-GNPs/LLDPE composites are shown in Figure 7. Modest improvements in tensile strengths (6% at 2 wt% C-GNPs, and 5% at 1 wt%

Higher wt% addition (>2 wt%) led to reductions in tensile strength, and brittle behavior of the materials

The reduction in tensile strength is more pronounced in M-GNPs composites,

Now go compare that to Nanene and you will understand why DOW have appeared and don't particularly want anyone to know. DOW shafted Posco, Samsung,a Hanwah and it would be a distraction technique for all we know as well as locking them out.

Most of what XG do isn't graphene and it doesn't work like graphene should.

[dgduncan] 19/12/2017 11:18

CS - since you are communicating with your buddy NR, why not ask him for his explanation ?

[dgduncan] 19/12/2017 11:17

CS - I have no alter ego - and I thought you filtered me ?.

[dgduncan] 19/12/2017 11:15

Vasillis.
Fact NR made this statement 14 months ago so making it again only 3 weeks ago is even worse.
Fact I am not a shorter. I just like constructive comments.
Fact I have been involved in many aspects of engineering during my working life
Fact - unless you can tell me otherwise - AAC Cyroma have not publicly said they have manufactured any graphene enhanced parts - nor have they publicly published any articles regarding making any such parts to demonstrate the graphene benefits.

Why doesn't anyone in the flock come up with facts about Cyroma production.

Further fact - I am free to express an opinion and in the absence of any public statements about parts or studies, and based on NR proclamation - I feel that the nanene enhanced panels may not be quite working out.

[club sandwich] 19/12/2017 11:15

I reckon duncan is that Lucien guy, trying to talk VRS down so he doesn't get burned on his short.

Which I of course hope he *does* (get burned, that is)...

[fuji99] 19/12/2017 11:07

This is what I like the most:
"Versarien confirmed that it had seen “significant interest” from original equipment manufacturers (OEMs) for its “few layer graphene non-platelets” (otherwise known as Nanene) over the reporting period. In addition to being awarded two competitive framework tenders to provide its products to the Centre for Process Innovation, Versarien’s Total Carbide business also received its “largest ever order” for parts to be used by “the UK’s largest aero engine manufacturer“.

As positive as all this sounds, it’s the news since the end of September that’s really got investors salivating. Arguably the most significant announcements have been those relating to collaborations with Israel Aerospace Industries and a leading global consumer goods company to use Nanene in its packaging. Elsewhere, the establishment of a US sales office in Palo Alto (home of Tesla Motors) “to exploit significant opportunities in the region” is another promising development.

Another thing I like about Versarien is the fact that CEO Neill Ricketts also happens to be its largest shareholder. When the person running the company has a significant proportion of his own wealth invested, you can be fairly sure that his interests will be aligned with those of its other shareholders....