Versarien Share Discussion Threads

[bbmsionlypostafter mk2] 12/4/2024 17:57

Is this view not a new view from PW? I was unaware PW regarded the legacy businesses as worthless.


"Once the mature businesses are sold or given away..."

[fireball xl5] 12/4/2024 16:32

Open Challenge 2023Our 2023 Open Challenge is focussing on new materials and ingredients for low carbon concrete. Over 70 start-ups were sourced and 15 were invited to pitch and are currently in discussions to collaborate with GCCA members. Two consortia are very likely to be announced in the coming weeks.The Demo Day, in which consortia will showcase the results of their collaborations will be held on Thursday 6 June 2024, in Bangkok, Thailand.https://gccassociation.org/innovandi/openchallenge2023/#:~:text=Our%202023%20Open%20Challenge%20is,announced%20in%20the%20coming%20weeks.

[zydecoco] 12/4/2024 16:29

PW, any views / answers on my post 152137 today?

[smokeyjohnson] 12/4/2024 16:28

Surprised you didn't write that they were exhibiting ON the ExCel in London

[pwhite73] 12/4/2024 16:19

Versarien® 56m •

Versarien® plc is excited to announce that we will be exhibiting at both London and Birmingham UK Construction Week events this year, starting with the ExCel in London from 7th to 9th May. We'll be promoting our hashtag#construction products and services from 3D Construction Printing to our graphene enhanced admixutres hashtag#Cementene.

[pwhite73] 12/4/2024 15:11

zydecoco - Yes I stand corrected. vehicledynamicsinternational.com had just picked up the news.

Handykart - "Hi PWhite....Have you been to the factory at Longhope yet, if so were they busy ?"

No I have not been to the factory and the company has made it clear it only wants to get involved in light manufacturing. Meaning providing samples for other larger companies to mass produce. It is my impression they would like to close the factory altogether and outsource all manufacturing via licence agreements.

Once the mature businesses are sold or given away they will be down to only 22 specialised staff from the previous 100.

[fireball xl5] 12/4/2024 14:04

I don't think anyone would disagree with your sentiments. No one is saying that problems shouldn't be tackled at the expense of another. He's saying solutions to problems give benefits and if you have them use them.

[festario] 12/4/2024 13:47

SuperG went loads of times, as have some other shareholders, or they pretended to.

They were flat out busy, oompah loompahs were everywhere, Elon Musk and the CEO of Nike were sat in the waiting room.

[zydecoco] 12/4/2024 13:19

PW, That is oldish tyre9news actually: It was released by Levidian on 18th March: Https://www.levidian.com/recent-press2/levidian-unveils-graphene-enhanced-prototype-truck-tyre

[handykart] 12/4/2024 13:14

Hi PWhite, I can see you are an expert on VRS. Have you been to the factory at Longhope yet, if so were they busy ?

[smokeyjohnson] 12/4/2024 12:43

Could ENZO be called a "leading tyre producer, based in Europe" back in 2018 when that RNS was released? If that's who NR was referring to when that RNS was released just shows the level of dishonesty at the time, together with the idea that the company couldn't mention names as it must have been under NDA.

[1retirement] 12/4/2024 12:27

ENZO! Bring back the ENZO conversations. I do love a quarter 43 delivery date discussion.

[zydecoco] 12/4/2024 12:06

PW, "It happens very rarely but sometimes a market can change where an AIM company's products and services are in demand irrespective of the parlous state of the company.This is the case with VRS and other established graphene companies. The market for graphene based products is moving towards exponential growth "So your personal opinion is there is a macro Graphene boom coming, which will propel VRS to profit by H2, 2025.What could get in the way of that?, and how will you know it is on track, or not?

[smokeyjohnson] 12/4/2024 11:25

So can we read from the above/below that if the company said they were going to need to put on a confetti party and not be profitable you'd still have the opinion they were going to be profitable by year end 2025. Let's see how that pans out.

PWhite7312 Apr '24 - 11:15 - 152134 of 152135

zydecoco - It is my personal opinion irrespective of what the company says that VRS will become profitable by year end 2025....

PWhite, the perfect VRS investor?

[pwhite73] 12/4/2024 11:15

zydecoco - It is my personal opinion irrespective of what the company says that VRS will become profitable by year end 2025.

An AIM company can become self-sufficient in two ways.

1) Its products and services changes market demand.

2) Market demand makes a call for its products and services.

95% of AIM companies are too small and do not have the economy of scale to change market demand for their products and services. This is why they are all loss making, dilute shareholders to oblivion and eventually go bust.

It happens very rarely but sometimes a market can change where an AIM company's products and services are in demand irrespective of the parlous state of the company.

This is the case with VRS and other established graphene companies. The market for graphene based products is moving towards exponential growth as a result of the need for low carbon emission and net zero targets set by world governments.

[smokeyjohnson] 12/4/2024 11:02

Good question, all the company has really said is that if they sell enough stuff to prospective customers then they'll be profitable, which is obvious and the basis of any profitable business. Pwhite then echoing that view but amending the wording slightly to make it sound more of a sure thing. Historically they've not sold much of anything graphene related and as they get rid of the mature businesses they won't be able to sugar coat anything revenue-wise... not that their last accounts sugar coated much. Losses outweighing revenue was it?

PWhite73 - 10 Apr 2024 - 22:44:02 - 152110 of 152134 VRS The world lead in real Graphene (Nanene) - VRS
"zydecoco - "PW..do you believe the example you posted projections show by late 2025 the company will be profitable.? Or not?"

Yes I do.

RNS 20/12/23 - "The Company's current projections show an EBITDA positive position being reached in the second half of 2025, assuming the conversion of sufficient opportunities into revenue for the Company."
"

[zydecoco] 12/4/2024 10:57

PWhite73, so when I asked you whether you believe the RNS and what is has to deliver to achieve it to be come profitable by H2, 2025, you have simply quoted the RNS back. Are you simply showing all here that you have unquestioning faith in VRS' RNS, without critical thinking, evaluation and/or justification? - and so are towing the company line?

[smokeyjohnson] 12/4/2024 10:21

Yes I think you've confirmed the point entirely. No use of the word ON, only AT which doesn't have the same implication. How come you're the only one?

Consider when you go to watch a formula 1 race. Do you park ON the race circuit or AT it? Pretty sure someone will pick you up if you say you parked ON it.

Let's not digress too much though, well done DCTA. They do seem to be getting success although the success is very much restricted to Italy based companies at the moment.

[1retirement] 12/4/2024 10:21

"Intention" "if" and it's a different company but let's not get hung up on details.

[pwhite73] 12/4/2024 10:10

sj - I used the term circuit and so does the RNS. It is you that is separating where the cars race from where the graphene is being laid. The whole of Imola is known as the circuit.

RNS 12/04/24 - "Directa Plus (AIM: DCTA) a leading producer and supplier of graphene nanoplatelets based products for use in consumer and industrial markets, is pleased to announce the installation of GiPave® at the Imola Circuit ahead of the upcoming Emilia-Romagna Grand Prix in May 2024 as part of the Formula 1 World Championship, making it the first circuit to feature green, sustainable and high-tech asphalt utilising graphene and recycled plastics"

Now to address your specific concern this is what the head of the Imola circuit has to say. I suspect this is a translation from Italian.



"We decided to asphalt from the Rivazza entrance to the Paddock because it's the most part stressed by the transit of heavy vehicles – he added Pietro Benvenuti, General Director of the Imola Autodrome – "sustainability is important to us, we are a certified circuit for sporting and sustainable events. Repaving is a first step for us to experiment with this technology, with the aim of also being able to intervene on the resurfacing of the track through this innovative process that can also be an example for other racetracks in the world."

You see there is an intention to resurface the racing track if the experiment proves successful. I think we can close this discussion now.

[smokeyjohnson] 12/4/2024 09:30

The point is it's not ON the racing circuit. Race cars aren't, whilst racing, going to come into contact with it. As soon as you associate new technology or graphene with race cars I think your words do jazz it up.

With your huge brain and available vocabulary, I'm surprised you wouldn't have picked up on the incorrect association prior to posting. Or maybe you did?