Versarien Share Discussion Threads

[the cronk] 01/10/2024 15:21

You're missing the p0int Blue.

Some here claim to have held from £1.85 and are still posting positively despite the price being down at 0.06P!!!

during that journey downwards there has never been even a hint of mild criticism fromm the rampers, don't you find that a bit odd?

I can't recall a thread where shareholders have made such a loss, and yet there hasn't been any complaints from those people that worship everything the company did.

I suspect all is not what it seems, yet you criticise those people that have not only raised genuine concerns and highlighted the many red flags along the slide downwards, but have also called the stock correctly.

It's interesting that nobody ever criticises the rampers for making a wrong call.

[britannicvs] 01/10/2024 14:50

Massive news this. The big give-away is the share price at an all time low.

[pwhite73] 01/10/2024 14:09

"The doors are almost about to open for Day 1 of UK Construction Week 2024 at The NEC, Birmingham. Come and visit Versarien® plc at stand B552 and explore our groundbreaking advancements in 3D Construction Printing (3DCP) and graphene-enhanced admixtures for low-carbon concrete (Cementene™).

Discover how these cutting-edge materials and technologies can revolutionise your construction projects, with sustainability at the forefront. We’re proud to be part of UKCW's Net Zero Trail, showcasing our mission to create solutions for the global challenges we all face using advanced materials and technologies. Come chat with our team and let’s discuss how we can help you on your Net Zero journey!"

[pwhite73] 01/10/2024 14:04

Updates today from Balfour Beaty on VRS linkedin page.



Andrew Dodsworth - Proudly leading the Production HUB as Programme Director at Balfour Beatty plc 57m

"Great news and looking forward to hashtag#drivingchange"

Michael Schenk - Head of Demand, Operations & Innovation Planning at Balfour Beatty plc 1h

"Stephen Hodge - super excited to be working with you and the team at Versarien® plc on this potentially ground breaking project."

[grabster] 01/10/2024 14:03

Balfour Beatty already had their own graphene connections with Manchester University. As others have said, they didn't have to turn to Versarien, but have chosen to.

Yesterday's press release has begun to appear in various construction journals now - and will be known to visitors at the NEC during this Construction Week event. (today, tomorrow, Thursday). Nice timing!

EVENT:

[grabster] 01/10/2024 13:15

If/when people do take Balfour Beatty's involvement with Versarien as more than a token bit of curiosity by BB, but Versarien is recognized as not being richly funded enough to deliver what's wanted (despite having by then tidied the business by selling Total Carbide) - is it likely that some company might consider a 'rescue' bid? And who might that be?

Indeed is the ceo's apparent confidence due to knowing of a contingency plan of that type already?

The graphene industry worldwide is still at a prospective stage where several triers will go to the wall and others will be absorbed. Few (if any) will succeed on their own.

[zydecoco] 01/10/2024 12:19

Are VRS getting to the point where they are attempting to purely be a knowledge and advisory organisation and wholly exiting materials manufacturing and supply?

[laginaneil] 01/10/2024 11:56

So would Balfour Beatty allow Versarien to 'soil' there name with

false claims?

Balfour Beatty - big company.. seems they think Versarien worth going with?

Watch this space, maybe 'little apples' and all that..

[kemche] 01/10/2024 11:54

Looks precursory to me.

[pwhite73] 01/10/2024 11:46

grapster - "Most of those Saudi projects appear to be using near-conventional pumpable concrete recipes, without whatever benefits graphene might offer"

Why graphene will supersede these other admixture materials is not only because it is stronger but more important it is also a good conductor of electricity. Construction companies can monitor roads and buildings through graphene material that they can't do with others. Graphene can also be used as a power grid for electricity.



"Adding graphene to the roads will increase their conductivity, leading to a more efficient heat transfer of the harnessed solar energy. In addition, the road’s temperature gradient from the surface downward can also be used to generate electricity."

[zydecoco] 01/10/2024 11:35

PW, Pharma trials involve publishing results to established and well regulated compliance standards and gateways, which means the benefits are able to be understood, and interrogated and value can be ascribed.There is no such mechanism for VRS in a new field.

[pwhite73] 01/10/2024 11:32

1manchild - "Balfour - This is good news in my opinion but we need to just try and remember that it is an R&D opportunity"

As a new therapeutic drug successfully passes through Phases I, II and III the value of the owning biotech company increases exponentially but the drug is not commercial until approval is granted by the FDA.

VRS can be likened to such a drug. Now that its publicly known they are trialling Cementene with some household construction names the rerating will come before a major commercial contract is signed.

[grabster] 01/10/2024 10:19

There is an understandable degree of nervousness surrounding any new technologies in the construction sector - where catastrophic failures can have such huge consequences. Compared with the risks attached to frivolous leisure products for example.

I do expect Versarien to eventually get somewhere with its pursuit of concrete printing partnerships - but places like Saudi Arabia appear to be moving ahead faster with actual 3DCP projects. (Google 3DCP Saudi for examples). Most of those Saudi projects appear to be using near-conventional pumpable concrete recipes, without whatever benefits graphene might offer - but that does drive the design and production of the printer machinery which will thus be in regular use already when the graphene mixes kick in later.

Pumpable concrete equipment has been in regular use for decades. (In the UK, companies like Danford, and Camfaud, are never short of demand) . Off-the-shelf concrete printing machines are a fast growing new industry. The development of superior recipes is a great area for Versarien to be engaged with. As long as they can bring such developments to commercial fruition before money runs out - otherwise some other graphene company will step in and harvest the benefit of Versarien's efforts. Versarien is still airborne but barely clearing the treetops.

[willoicc] 01/10/2024 10:17

There is an excellent point by 1manchild. Will the high price of VRS graphene be much lower with larger volumes?

Potential customers do not just want extra benefits at a lower cost. They also demand a cut for themselves. They are like wholesalers. They buy in bulk but demand big discounts.

[kemche] 01/10/2024 09:58

"Perhaps but if true you should top up into any placing. The shares will rise when more news begins to flow on collaborations at home and abroad. VRS are a technical leader in the field of graphene in construction materials."

I have no doubt you will be right again. Again. Again.

[1retirement] 01/10/2024 09:46

Most have seen this play out too many times to count. Red by close?

[1manchild] 01/10/2024 09:46

Balfour - This is good news in my opinion but we need to just try and remember that it is an R&D opportunity where no project £-figures are being mentioned and we have been here manay many time before - but it is an opportunity to try to show what graphene can do practically and also if there is a carbon emissions advantage.

I went to the last UK concrete show and had an open chat with a few of the vendors about some of the technologies. I wanted to speak about graphene and some people were open to the R&D - but a lot did remind me of the non-graphene low carbon concrete technologies already being used by Laing O'Roruke - Heidelberg with the EcoCrete - Tarmac etc. and that the money going into further R&D in this area is huge.

One guy in particular from a construction consultancy really loved graphene as a technology and thinks there is a future for graphene in construction - especially if some of the other benefits shine through too such as extra strength. He was more familiar with Concretene and liked some of the results - but he said the big hang up at the moment is the integration price and of course the lack of big companies investing in big trials.

I was both inspired and a little disappointed when I left because I was good news that the industry wasn't against the idea of graphene - but I wanted to hear some good news stories. Let's hope Balfour really invest in the trials.

[bluemango] 01/10/2024 09:44

"on the back of an RNS Reach the market knows what's going on"

Are you suggesting the company should just sit on this news of a newly signed project with Balfour Beatty and not inform the market?

[smokeyjohnson] 01/10/2024 09:28

It's more of a warning than complaining. This board/website is full of newbies as well as savvy old dogs like PWhite.

In the unlikely event that VRS do turn things around before they delist, there'll be plenty of time to make some profit on the way up without missing the boat, once they start releasing some more news that contains actual revenue as opposed to more placing-enabling collaborations.

For some it might be nice to think that they're "supporting" a company and helping it thrive, but that just isn't the way AIM works.

[bluemango] 01/10/2024 09:23

#19480

I can't speak for others, but my interest here is only relatively recent, after the market value had already been severely reduced to around its current undemanding level market cap.

I have no connection to the company whatsoever. Nor do, I suspect, any of the very few others here prepared to counter the constant negativity by the vast majority of posters here, most of whom will quietly fade away from these threads if and when there is a recovery, and move onto the next target.
Re complaining about share price falls, tell me what on earth would be the point of that? The falls are due to obvious reasons, one can hardly complain at something that is a logical consequence, so far, of lack of meaningful commercialisation in what is still, in relative terms, a novel technology.

[the cronk] 01/10/2024 09:12

Senden,

It's quite normal for some shareholders to start complaining as a share price falls from a high, and certainly when it falls over 99%, yet absolutely nothing here, nobody complaining about the company at all.

I suggest that is very suspect and questions who some of the main posters really are, and whether they have connections to the company in some way?

[pwhite73] 01/10/2024 09:07

If it drops to 0.04p see it as an opportunity to buy. VRS is a growing company in a growing market, graphene, low carbon admixtures, and 3D Printing.

Speak Later

[zydecoco] 01/10/2024 09:01

PW, so share price would be 0.043p at that 1m MCap you're not concerned about. Do you think that is the minimum level of the next Placing?I think it could be as low as at 0.04p myself.