Versarien Share Discussion Threads

[superg1] 08/3/2017 16:21

There you go just did a buy to give something to go into the column, if it doesn't drop into ISDX.

[superg1] 08/3/2017 16:18

Cyber

We know PEEL have some (remnants of City F) and they tend to flat line the share price when they do.

No harm in waiting to see if they offer them for less, and interesting that they have left it there all day too.

[shavian] 08/3/2017 14:13

Nothing specific in the budget for graphene, but then none of the voters have heard of it. Maybe some benefit indirectly from the extra funding for science - EVs, robots etc.No mention of energy storage either, which is disappointing.

[cyberbub] 08/3/2017 13:31

Bit spooky zero trades today at 13:30!

[superg1] 08/3/2017 11:42

John H

It's the budget today so the city in general is waiting for that.

The KLF

Yes it does look like a good way to get the city punters. I've been to the odd other event that this lot are trying to get way from.

Those tend to be mainly local to London off for an evening of free canapes and drinks some of which fall asleep during presentations and ask about dividends from growing AIM companies. Like the bowls club on AGM day.


I think there is room for something in the middle but as it stands it's older folk in for freebies one end and little knowledge of the company which doesn't attract the guys in the city, or that event that probably will.

There are enough PIs around on these BBs that are nuts and gear to death and thankfully no sign of them on VRS at this time and I know much of the supply that has been has gone to solid PIs

Perhaps the pictures are of CEOs.

[luckyorange] 08/3/2017 11:42

Everyone waiting for the mm's to drop the price!

[superg1] 08/3/2017 10:16

Even Williams are in on the act and a bargain too but they used Honda. See I told you they are good lawnmower engines.

Price £2200.00 inc V.A.T
Make Countax
Model WILLIAMS f1
Cutting Width 42" IBS Cutterdeck
Engine HONDA 16HP Twin Cylinder
Grass Disposal Electric lift on Collector

[superg1] 08/3/2017 10:10

They were whinging last season about the Honda engine and I know the drivers had to be warned about comments on air. Rinse and repeat re Honda.

Strange that they seem to be the best for lawnmowers, similar engine set up surely :-)

Next stop for Button and Alonso, or perhaps the guy interviewed who on his fist time out and testing (he won) will be the next Mclaren capture.



Keep an eye out for Andy Hyden a driving superstar in the making, Already notched up the world championship on his first attempt..

[handygandhi] 08/3/2017 09:55

So much for graphene ;-)

[superg1] 08/3/2017 09:04

Cat and mouse with Peel JH. There was hints of an article but some of us suspect darker forces held it back as the fund raise was in play. More on that should it appear.

Besides that PIs tend to buy when prices start to move up rather than when an MM has been holding it back

I suspect (I should put that in capitals) there is other interest in VRS not yet executed (buyers).

There have been enough clues from those that matter.

But on late reports. I don't know if they have broken them up but I haven't seen any that would represent what went on 20th to 28th Feb otherwise I'd be seeing late reports of 1.5 mill plus on stock that has now gone, note the plural.

That's what knocked the share price back at that time. If we did have a high volume day I'd expect PEEL to fold relatively quickly if they stayed on the offer. There are no obvious other large supplies that can be anticipated as the rest left are VRS supporters.

I identified City F as possibly unreliable a while back and it has been them exiting. 4.5 mill into the market most 20th to 28th Feb which left them with about 1.2 mill going into March.

On the volume days it's been them on the offer so that number is dropping materially on that supply.

[superg1] 08/3/2017 08:52

Do you mean

"In the market it will cost you £6 trillion per kg, but we can do it for 50 quid."

A bit of a cross over in the info they record from single sheet graphene to graphene flakes. I think the VRS CEO said at the open day 1 gram of single sheet costs about £2000 per gram to produce.

They should remove the details as such information will just thrown significant doubt on any other claim the make.

There is another company claiming to have the highest purity GNPs in the world and verified independently in Singapore against a number of other companies.

The world lead purity level they list is 55%. lol.

[john henry] 08/3/2017 08:50

Whoa wheres the volume gone ?

[theklf] 08/3/2017 08:50

The state of this! Our CEO has retweeted this by the way. I've had my say about this Momentous Events crowd before and this certainly doesn't change my opinion. Screams 'style' over substance. I hope Neill isn't going to be distracted by his 'new friends' amongst the 'coke and hooker' City crowd. What exactly are Momentous Events selling ? Is it a profitable use of the CEO's time ? I don't know any sensible Company CEO who attends these events outside of the perennial diluters amongst the small cap mining dream weavers and charlatans.

[luckyorange] 08/3/2017 08:36

Hencethe smiley face and wink at the end, Just promoting their own product lol

[superg1] 08/3/2017 08:22

Lucky

I just clicked on that graphenea link as the comments were simply outrageously untrue. I thought they must mean CVD single layer sheets but clearly the are talking about Gnps.

Several thousand dollars per flake ???

In that case 1 kg would probably cost more that the US deficit which runs into the trillions. There are probably billions of flakes per gram.

I know there is some misinformation out there but surely that has just taken the number 1 spot.

It's probably something like .000000000000000000000001 cents per flake

[superg1] 08/3/2017 07:58

Shavian

The market report

I've seen such things on other products before they are often very poor.

Lucky says it all but such is the nature of understanding (or just plain lies) when the market has no idea re graphene.

VRS tech can if the demand is there produce GNPs by the tonne.

[shavian] 08/3/2017 07:44

Aha! DZP Technologies are Cambridge-based and into printing inks. Their website suggests they are way behind Cambridge Graphene



Edit: SG1: which of my links above do you refer to? Not worried about AGM!

[luckyorange] 08/3/2017 07:44

On the same site

'Mechanically exfoliated graphene (obtained with the famous “scotch tape” technique) comes in small, high-quality flakes. Exfoliated graphene has so far shown to hold the best physical properties, reaching towards theoretically predicted current conduction, mechanical strength, etc. The coverage of mechanically exfoliated graphene, however, is only on the order of a few small flakes per square centimeter, not nearly enough for applications. In addition, the price of such graphene can be on the order of several thousands of dollars per flake.

CVD graphene, available with high quality from Graphenea, offers sufficient quality for almost any graphene application. The price of CVD graphene is linked to production volume and costs of transferring from the copper substrate, on which it is grown, onto another substrate. Graphenea's industrial scale graphene technology leads to low CVD graphene cost for bulk orders (see graph). Bulk orders of such graphene can be cheaper than, for example, silicon carbide, an important semiconductor. Graphenea has filed a patent for a low cost industrial scale CVD growth and transfer process.'



;-)

[superg1] 08/3/2017 07:33

Shavian

Sad really I clicked on your link and on the second page the top picture I instantly recognise who makes that which is graphene 3D lab.

But worryingly under that I could see AGM.

I did expect AGMs share price to jump higher on recent news as it's full of glowing information to excite investors. I did say AGM will only ever release good news for as long as they can. I was expecting a 20-30% hike in the share price

I'm always looking for the lines where it cover asses but generally gets ignored.

Title

Applied Graphene Materials PLC Period End Update and Notice of Results.

Not a single comment about revenue. I did say it will be poor and the product launch news was lies.

After all the hype stuff this is the line that caught my eye.

"The Group has developed proprietary bottom-up processes which are capable of producing high purity graphene nanoplatelets using a continuous process."

Now I keep going on about the fact they have not yet proved the production process and evidence of that is in the last 3 years of annual reports.

Surely if all was ok then the bit that reads "processes which are capable of producing high purity graphene nanoplatelets" should read in the full line as

"The Group has developed proprietary bottom-up processes which produce high purity graphene nanoplatelets using a continuous process." NOT "capable of producing".

A small line in a glowing RNS from a hype team but that line means a lot to me and probably didn't register with with everyone else that read it in the way I view it.

To me it further indicates they have not mastered production then if you look at the glowing hype bits they won't kick in for a year or two yet or many eyars in some cases, but it keeps the picture rosy.

The earlier 2 week 24 hr continuous production run gave too much away. It was for an order which amounted to 3/4 of sales which was £70k total which meant just a few grams every 8 hours could be produced. 24/7 365 at those rates and full sales wouldn't cover half the wage bill.

So imo still one to be vary wary of until the prove the tech. Room for all as I say so hopefully they'll get it working and PIs won't get screwed.

[shavian] 08/3/2017 07:27

Here we go. WMG working on graphene supercapacitors for EVs. Unfortunately partnered with another graphene producer DZP Technologies Ltd. what do we know of them?

[shavian] 08/3/2017 07:18

Brilliant description of graphene superconductors and thir use in energy storage. With hints of their application in KERS. Not just for F1 (McLaren and Williams fans please take note) but especially for busses and trains:

[handygandhi] 08/3/2017 06:43

Yet another potential application.

[shavian] 08/3/2017 06:38

Here's Graphene-info trying to sell us their graphene investment guide.. Why do we need to spend $97 when we have our own database provided by SG1, Spike, Tembo, Lucky et al? Even Anley.... ;0)

[superg1] 07/3/2017 17:28

I don't some calcs based on the buy and sell action to establish what PEEL may have left.

The unknown trades on Friday are hard to call and amount to over 600k.

So I'd say keep a sharp eye on PEEL if they go off and volume starts to see spikes up the supply recent may be done at that point and bye bye City F