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[theklf] 20/2/2017 13:02

Interested to see you mention Hardide sg1

I always had a nagging thought I had seen or met Neill before but couldn't place him and I think I can now because I attended a visit to Hardide's plant in Oxfordshire a few years ago. It may well have been this same visit Pauly Pilot attended.



Just a note of caution on that though because when that visit took place the oil market was on fire with Goldmans talking of $200/oil. That meant very high risk and high cost ultra-deep water drilling was being undertaken which is where from my understanding the real demand for the tungsten carbide high end stuff comes. So just because oil prices are slightly recovering to $50/60/70/barrel I would not automatically assume VRS's Tungsten Carbide division will recover hugely

[the prophet] 20/2/2017 13:01

just for interest, Peel Hunt still have supply, can buy 100K lots off them @ 17p
can't see that that is going to last for too much longer so may be a case of buy now whilst stocks last!

[superg1] 20/2/2017 12:43

Two recent tweets.

One saying Hardide is seeing an upturn due to the oil and gas turn (Neill is ex Hardide). I take that as an indicator as stated recently that Carbide is seeing a similar turn. EG TC have Shlumberger as a customer.

Tweet number 2

Neill Ricketts ‏@neillricketts 2h2 hours ago
More
Suited and booted talking technology with Saudi @versarien #graphene @beisgovuk @tradegovuk government working hard for us @gregclarkmp

[superg1] 20/2/2017 12:30

Spike

I work hard to establish the loose ends where no direct evidence is available.

I am gobsmacked that the media did not jump all over Boullier re his comments. It seemed and stills seems very clear to me he is talking about graphene added into carbon fibre for strength of the coming F1 car and as a coating for heat dissipation.

If you ask F1 guys it's a no way as it's hard to get anything new into F1.

Eg specifically in the F1 restrictions it says no to carbon nano tubes. It doesn't say graphene is barred or Gnps. So it could be that Mclaren have spotted a gap in the rules to gain an advantage.

The latest specifications re F1 (Jan 17)

under 15.1 Permitted materials :

13) Carbon fibres manufactured from polyacrylonitrile (PAN) precursor which have :

No carbon nanotubes incorporated within the fibre or its matrix.

- A permitted matrix, not including a carbon matrix.

So does graphene slot in somehow as not included and avoids the second line description.

[theklf] 20/2/2017 11:37

This sounds plain mad. Surely no way anyone can make a pure graphene battery yet given lack of pure single layer graphene let alone few layer?

"the graphene battery in the sedan expected to launch soon should have around 50-100 times the power density of comparable lithium-ion batteries"

[the prophet] 20/2/2017 11:22

Almost touching 1m traded today,this volume should wash out any sellers, great news.

[ileeman] 20/2/2017 11:19

Nice breakout of the bull flag this morning. Obviously supply is back but churning away nicely.

[cyberbub] 20/2/2017 11:16

150k block sell there

[bones] 20/2/2017 10:46

falia20 Feb '17 - 10:35 - 1906 of 1907 0 0 (Filtered)

[spike_1] 20/2/2017 10:41

falia, please don't also pollute this BB with your endless MAFL posts, thank you.
Best wishes - Mike

[falia] 20/2/2017 10:35

GUYS MAFL RISING, RED TO BLUE, RESULTS VERY SOON FROM DIGGING

[jointer13] 20/2/2017 10:22

Jonathan Neale, Chief Operating Officer, McLaren Technology Group, added:

“While Formula 1’s technical regulations prohibit the exploitation of some nano-materials for legitimate cost reasons, the development of materials, such as the graphene family of structures, provides an exciting and increasingly cost-effective solution to some of the sport’s most demanding challenges

[spike_1] 20/2/2017 10:16

As usual sg is ahead of the game. As he says it is not clear whether graphene is allowed in F1 cars this season, but there are a number of clear indications (not all public ;0), that they are.

But as he also says McLaren Technologies Group have a range of high performance cars that are all carbon fiber, the P1 being the most expensive, and they are due a make-over, so every likelihood IMO that they will include Graphene, if for no other reason than it must surely be the 'must have' for the uber-rich.

We shall see.

file:///Volumes/Mac%202nd%20SSD/SHARES/Vesarian/1._formula_one_-_technical_regulations_-_2017.pdf

2.5 New systems or technologies :
Any new system, procedure or technology not specifically covered by these regulations, but which is deemed permissible by the FIA Formula One Technical Department, will only be admitted until the end of the Championship during which it is introduced. Following this the Formula One Commission will be asked to review the technology concerned and, if they feel it adds no value to Formula One in general, it will be specifically prohibited.
Any team whose technology is prohibited in this way will then be required to publish full technical details of the relevant system or procedure.

ARTICLE 15 : CAR CONSTRUCTION
15.1 Permitted materials :
15.1.1 The following is the list of permitted materials. These are the only materials permitted to be used in the construction of the Formula One Car provided only that in all cases the material is available on a non-exclusive basis and under normal commercial terms to all competitors.

15.1.1 / 13): No carbon nanotubes incorporated within the fibre or its matrix.
A permitted matrix, not including a carbon matrix.

[jointer13] 20/2/2017 10:11

why would they be working with the ngi on graphene if they were not going to use it in there cars

"McLaren’s own Applied Technologies division has already been working with the university’s National Graphene Institute on possible real-world applications of graphene"

[cyberbub] 20/2/2017 10:10

The odd kilo of graphene for Mclaren won't be significant in financial terms. But it *would* be very significant in terms of PR and getting the company's product known to a much wider audience. F1 is the top end of engineering so if passes their tests then it will be seen as a big boost IMO.

[the prophet] 20/2/2017 10:01

How much would that RNS be worth to the sp? Although I guess confidentiality means they may well not be able to mention names.

[ileeman] 20/2/2017 10:01

Graphene batteries, exciting stuff.

[superg1] 20/2/2017 09:57

Aha you star you have found that video.

If newbies watch it from 10 mins you will see Prof Robert Young appear and talk about graphene.

He is the guy in the VRS news who comments and was working on VRS GNP enhanced carbon fibre which alsos included the UK OEM interest.

Now listen to The Mclaren guy 29 mins 41.



He says they are very paranoid in F1 and that he is not going to reveal secrets (graphene topic)

"We are using graphene for the same reason as Richard (watch maker) which is reinforcing the structure of the carbon we are using the carbon fibre"

He also states they are using it for a layer on the car for the dissipation of heat.

Now

He says "We ARE using it"

He is quite clearly talking about the F1 car hence the paranoia.

In fact Robert Young perhaps as a slip mentioned using it in F1 cars in his comments.

So combined with the watch and the concentration about graphene in the launch, then add on the comments by the Mclaren racing director, then surely Mclaren are about to announce an F1 car using graphene.

[the prophet] 20/2/2017 09:53

I'm with you all the way re AGM and others you have highlighted SG.
V.interesting snippet you posted re food packaging and shelf-life, fascinating.
This bit caught my eye from the UoM graphene membranes link you posted up:

'They can effectively separate organic solvent from water '

Probably not of any interest to anyone else, but in my previous life would have killed for something that could do this easily, cheaply and quickly.

Pushing towards 600K volume today and not even 10am, very encouraging.

[serratia] 20/2/2017 09:48

Electric car -

[superg1] 20/2/2017 09:35

Sorry spike I must have been typing at the same time.

[superg1] 20/2/2017 09:26

Mclaren

The car launch is 11am this Friday.

I'm not sure graphene can feature in F1 but Mclaren have linked that graphene watch to the car launch.

I note although they subsequently have said black and orange will be the new livery that the leaked photo of a black and orange Mclaren is a hoax.

They say not even their drivers have seen the car yet or know what it looks like.

An F1 car at the watch launch was black with an orange hexagonal pattern on it representing the graphene matrix.

Quite interesting as to why they would go on so much about graphene for it not to be in their F1 car, but hen they have the super car factory launching soon in Sheffield.

So I'll be watching the launch to see if anything is said about graphene.

[spike_1] 20/2/2017 09:23

Well, we're just 4 days away from McLaren's 2017 F1 Launch. A lot of material around the watch launch a couple of weeks ago( ) clearly suggests (strongly) that there will be graphene in their car, and the only link we know that they have with graphene (and for some considerable time now) is VRS. Plus - as sg has discussed - the VRS £100k order was for resin to be 'impregnated' with VRS GNP's was clearly intended for use in light weight composites, which is exactly what F1 cars are now made off.

F1 Launch 24th Feb:

Best wishes - Mike

[luckyorange] 20/2/2017 09:19

With the volume that way it is , should see an end to the current supply shortly.

[superg1] 20/2/2017 09:13

MMs

Fairly easy to read having tracked what they do for months. PEEL off the offer, door knock and maybe they now have some. WINS went on the bid and now off that on the offer. I can't see them dropping the offer by much as they would make no margin on what they picked up this morning.

For the last couple of weeks it seems PEEL are the only ones with access to the supply, others are operating under the normal market.

As for a re-rating their will be more coverage about VRS by other means and it seems the investment market is just starting to mention graphene in a small way.