Versarien Share Discussion Threads

[superg1] 07/3/2017 07:29

Lol Timbo

You aren't going to give up on functionalisation that are you and you are calling me biased. So what you are saying is VRS GNPs are naturally ready to go then so either way they don't need additional functionalisation

Why didn't you ask the question outright at the investor event it has been a big issue for you.

Yes I have asked questions about Thomas Swann in the past and nothing concerns me there. The market is going to be 1000's of tonnes VRS had been doing 100 grams per day. There are going to be 1000's of companies wanting graphene enhanced products. The Swann method via Trinity was around before 2D etch yet the uptake interest by the NGI has been Nanene.

The Swann PDF gives a disclaimer more or less saying test it yourself suggesting no information they provide can be relied on. Where is their test data on products, where is the proof of performance.

There are dozens of companies out there with claims but repeatedly the relevant media sources say there is no commercial scale few layer GNPs available.

That's why they are such a high cost to buy.

[shavian] 07/3/2017 07:10

The KLF: thankfully, to date this has been a relatively moron-free thread, let's keep it that way. Please don't encourage the likes of TW to start conducting their vendettas here. He may be Oxford educated, but when it comes to criticising others for ramping, the words Pot, Kettle and Black spring to mind. I still bear the scars of his T1PS Smaller Companies Gold fund on my back.. Anyway, that's enough character assassination from me. Back to graphene......

[luckyorange] 06/3/2017 23:21

'Supercapacitors and batteries

Increased processing power means increased energy usage. Graphene’s applications in battery and capacitor technology will deliver huge advances across the low-power device market.'

The above is on the Cambridge Graphene site Shavian, no idea why but it looks like an afterthought?

[shavian] 06/3/2017 22:44

From Spike's post 2414 on IDTechEx report:

"Energy storage and composites will grow to be the largest sectors [for graphene] controlling 25% and 40%...in 2026."

The clear focus of VRS seems settling on two areas: composites and graphene inks. Great, but the growing momentum of the energy storage sector also seems to offer unlimited possibilities. Will our co-operation with WMG lead VRS into batteries as well? Not just lithium ion, but membrane technology for Vanadium Redox Flow Batteries for grid-scale storage for wind and solar farms as well? Exciting times lie ahead!

[john henry] 06/3/2017 22:28

Missed out on the placing, travelling NZ, added first thing 16.2-16.5p so not complaining. i had expected the price to run back up to the 20s, would appear to be an overhang, capping any rise. looking at the buys on LSE AND NEX may soon be cleared.

[spike_1] 06/3/2017 21:42

timbo - I understand your 'concern'.
We have just had a fund raising based mostly on the apparent / perceived need to increase production very significantly.
Is this increase necessary at this time? Fact is we don't really know.

We DO know that VRS turned down a huge order for their copper heat sinks because if that client changed their mind VRS would have been left with a newly acquired expensive? additional capacity they would not - then and there - have been able to use (assuming one believes what we are being told by VRS).

This suggests they don't spend significant amounts of money simply speculating. IF this is true, then Neill's comment that we should expect very very good news within the coming months, suggests that they have a product people actually want.

We shall see - best wishes - Mike

[luckyorange] 06/3/2017 21:37

timbo, do you have shares in VRS?

[timbo003] 06/3/2017 21:36

>>>>>SG

Just returning to your earlier point regarding the lack of requirement for functionalisation of the Versarien GNPs.

I suspect this is because they are already functionalised to some extent and NR alluded to this at the Shares Mag meeting in February (see my notes from that meeting)

The data sheet for the Versarien 2D material shows the following elemental analysis:

Carbon: 98%
Nitrogen: 0.2%
Oxygen: 1.5%
Other: 0.3%

This suggests that the majority of the fuctionalisation is through oxygenation of one sort or another, probably at the terminal ends (i.e. not on the SP2 hybridised carbon atoms)

[timbo003] 06/3/2017 21:24

>>LO

I am delighted that VRS got the £100K order and I hope they can get further orders for greater quantities in the future, but there is a good deal of confirmational bias on this thread, yet as far as I can see, VRS do not appear to be the only game in town for producing high quality few layer GNPs, investors should not lose sight of that fact.

[luckyorange] 06/3/2017 21:07

With respect timbo , would you mind not posting the same old stuff, Thomas Swann didn't get the order, VRS did! so their material is immaterial at present. Good luck to them if they get it right.

[superg1] 06/3/2017 21:01

TEs Timbo

I've probably looked at that sheet 20 or 30 times over the years. I'm the one that mentioned them.

What I hadn't seen was the other tech sheet which I posted. That had no mention of layers just m2/g which was low.

It can't be that <50 layer Haydale GNPs are approx 20 m2 and Elicarb 5-7 layer just 30-50 m2/g.

One of the major points of fewer layer being a success is the big gain in surface area.

I have noted this though on the data sheet

"The information contained herein is offered in good faith and is believed to be accurate at the time of printing. This information should not be used as a substitute for your own quality control and/or testing procedures to ensure that our products are safe, effective and fully satisfactory for the intended end use."

Compare that to NGI certified before delivery confirming 2-3 layers average and purity etc.

[timbo003] 06/3/2017 20:42

>>>SG

I do not think you can be looking at Thomas Swann data sheet that I am referring to.

Thomas Swann give details of the distribution of few layer GNPs in this data sheet:


They are quite upfront about the number of layers. They include this figure which shows that their product has a high level of 1, 2 and 3 layer GNPs, and it is quite clear that the median GNP thickness is under 5 layers.




If few layer GNPs are important as we believe them to be for some applications, the Thomas Swann material looks rather good to me. Unfortunately we have no reliable way of knowing Thomas Swann's production capacity, or how many other suppliers can produce this sort of quality either through in-licencing the Thomas Swann technology or by using some other methodology.

[superg1] 06/3/2017 20:21

Another graphene breakthrough

[spike_1] 06/3/2017 19:53

The Momenteous event on Thursday is a small stage with an 'interview' by someone who doesn't (in what I've viewed) appear knowledgeable about her interviewees and their companies, and there are Q&A's with the audience.
There doesn't seem to be a presentation as such (although I haven't looked very deeply) and - for what it's worth - there is a video report subsequently on their site:


Best wishes - Mike

[superg1] 06/3/2017 19:51

I doubt David Burton wanders over this way he is a director at Vox markets.

Does anyone know much about Wayne Gibson the guy that own/runs Momentus events?

[superg1] 06/3/2017 19:29

A bit to catch up on.

First of all it seems VRS are at an investor event in London this week. However all places are taken but no doubt we'll get some feedback somehow.

Perhaps from this guy. Anyone here?

From Twitter

@DavidBurton1971 #VRS yes I like this one a lot and have taken a chunk in the placing. Should be coming along to @Momentous_UK this week 👍🏼

[superg1] 06/3/2017 19:25

Hastings

There are some very interesting comments in there and I'm stunned by the speed the ink side is moving. It's lie it was ready to go and they just needed a backer to convert into a business.

No wonder the CEO said there are not enough hours in the day.

[luckyorange] 06/3/2017 19:19

Great to have you on board hastings, but spell his name right :-)

Looking forward to your write up once you have spoken to him and thanks for posting it on here.

[hastings] 06/3/2017 18:06

A rather hastily penned piece from earlier today, but I will be adding something more in depth following a visit.

[the prophet] 06/3/2017 17:27

good link, sg1, near the end, referring to the fund raise '....that capability allows us to come back to the market over the next few months with some really really good news'
Exciting times ahead methinks!

[superg1] 06/3/2017 16:44

An interview today