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The numpties (and especially one individual) on the other Board seem to be in the Kevin Costner 'Field of Dreams' build it and they will come mentality rather than appreciating that this is a developing area where NO-ONE is selling anything in any large quantities. They also seem to forget that VRS will only receive orders when the collaboration partners (in most cases though not all) receive orders from their customers eg AECOM need to get an order for arches before VRS will get one for Polygrene - the one obvious exception (to me at least) at the moment is potentially the Oil & Gas company in the US, though again even this may require an end customer order.
They also made great play - with thanks to the doomsters at Shorter Central (aka *************) - that VRS only sold ca £27k of Graphene in FY to 31/03/19 what they ignored was the self same accounts showing some inter-company transactions and also a significant build up in Finished Goods inventory (from ca £34k to ca £220k) which to me suggests that this is anticipation of future orders and also that the sales figure may not include inter-group transactions (we know for instance that AAC were used to produce the AECOM Masterbatch and have also made graphene enhanced sample products for other customers).
My final thought on the Sales figure relates to another point that gets brought up - which is apparently low R&D expenses - perhaps as part of the various collaborations, in order for VRS to gain access to / some level of ownership of any resulting IP, they 'invest' in the collaboration by providing the Graphene without being 'paid' for it (I'm not an accountant so I don't know how this would show in the books, perhaps it's already there as the R&D expenses) and so the Sales figure is artificially low???
No doubt that Graphene is a fantastic new material with a huge range of potential uses.
Plenty of companies in sector trying to commercialise but progress in terms of revenue looks slow to me.
In VRS case at present the small Graphene sales volumes that are occurring are at a negative gross margin so a long way to go in terms of a real commercial opportunity.
IMO Neill should use strong share price to acquire some of the smaller players like Haydale to get more scale and cut out duplicate AIM and Board costs plus lab costs.
One of those factors is the tyres' rolling resistance. Tyre rolling resistance is the energy that your vehicle needs to send to your tyres to maintain movement at a consistent speed over a surface. In other words, it is the effort required to keep a tyre rolling.
Explanation off google Max, it improves the lifetime of the tyre basically and mpg or less energy used in an EV to maintain momentum.
Lucky O: Please explain what is meant by "Better Rolling Resistance". Thank You. ----- Yours, Max.
Hi Dicky
Surely if a tyre manufacturers tyres work better run longer etc. they will be able to either charge a premium price for them or sell at a similar price to the competition and sell many more tyres either way they will have a better business at least until competitors pick up graphene as well.
I've got nothing further to add Max apart from, I can't imagine the loading would have to be that high to see significant improvements....??
I knew that tyre micro plastic gets washed down drains and end up in the rivers and oceans but I didn't think about graphene actually reducing it. Another very important benefit indeed
Taken from someone else's post on tyres.
htTps://www.tyrepress.com/2016/10/sentury-electrostatic-graphene-tyre-breaks-through-performance-triangle/
Which shows a number of benefits for a particular tyre:
- 6% reduction in stopping distance
- 1.5 – 1.8 times mileage
- 1.5 times better rolling resistance
- 10% decrease in weight
Which includes a very large increase in mileage and therefore reduction in wear rate. If the mileage was increased by 1.65, that could reduce the percentage micro plastics from tyres from about 28% to about 17%, so another potential significant benefit for graphene.
Max
Soft, sticky rubber compounds grip the road very well but heat up quickly and wear out very fast. Hard compounds stay cooler and last much longer but dont grip very well. Tyres are always a compromise then for whatever the application is that you have.
I guess the holy grail of graphene in tyres would be to achieve a compound that runs cooler at higher speeds, grips the surface really well and yet lasts a very long time.
But, to what degree is it in the tyre manufacturers interests to have their tyres last far longer?
Its a very interesting area, and i feel sure graphene will produce various technical advances.
https://www.graphene-info.com/haydale-teams-artis-avon-rubber-and-trelleborg-antivibration-solutions-new-rubber-rd-project
Long overdue and already being used in rubber ie Manchester Tram System uses graphene enhanced noise reduction rubbers.
Graphene would be mixed through the rubber. This is a link to the Continental tyre site. This black chili compound sounds very interesting. I don't know if they contain graphene.
https://conti-tyres.co.uk/technical/black-chili-compound
May I pose a general question to our colleagues on here. Motorists usually are very concerned regarding their car tyres, take the old adage of "kicking the tyres" when checking a second hand car for sale at a local car dealers. When I have read posts about tyres I sometimes wonder about the tyres that Lewis drives on. Soft or softest or whatever which don't seem to manage many laps at their speeds. Then you think of the seemingly rock hard tyres on HGVs and buses, and the tyres used on bikes, even trykes Such a variety, OH and aircraft tyres too. How might graphene prove to be so useful here ? Wrap the tyre in it as though it is a sheet of brown paper ? ----- Yours, Max.
I never did take it as a dedicated lab quite simply that it would need to be staffed and all of the associated costs. Always read the RNS's a few times initially and again when they have cooled down, it helps to dissect them. Also bear in mind that this was probably the Nomad writing this one or asking that it be written. Still trying to work out why it is regulatory i.e. that the information therein is price sensitive, no comment from Neill on it so would guess that the Nomad has held the tyre info back previously . Aerospace link tantalising!
When you do your own extensive research, you tend to find out so much information if it's done correctly.
It also helps ones stress levels and watching daily share price movements becomes pointless.
If you compare rns's, which I did re-read before my response, yeah, probably, but in various interviews, questions at agm's/meet up's and also my own research, to me it seemed quite obvious that it was access to a third party lab. We also have access to several UK labs that are also not our dedicated facility. Great way to keep costs down and no doubt one of Chris's initiatives.
Must say comparing today's RN S with th e Jun RN S it does look as though Neil over exaggerated the presence in the USA. After all access to a third party la b is not the impression you got from the earlier RN S which lead the reader to believe it was a dedicated facility.
I did see the BlackRock note luckyorange, but to be honest, I very rarely take any notice of any brokers with their various guidance on stocks. A majority of the time it's hot air and has been asked/paid for to get out there.
You are the last one I would want to offend anywhere Jd.... needs some balance on any bb and you are an oasis of calm ;)
I am very interested in why aerospace is taking such a big play for working with VRS as if one country doesn't want to be left out of what is happening in that sector? Big money!
Did you see the Blackrock eulogy about sustainable companies now being the focus for investing, I would say that VRS meets that criteria and some!
Mate, it's ok, I know it was a joke, hence the wink, but it enabled me to highlight my point more....but yes, it was a very sad day when he purchased. I too, have previously seen his outrageous behaviour, and his consistency of blaming everyone else for his failings. I very rarely go over there mate. I only went there this morning because I was a little confused by the rns, to which it became obvious, it was probably more to do with the detractors, with a side order for long term holders.
It was a sad day when 'mouldy' bought in and was always going to cause disruption, blames everyone for his failings in understanding investing and been doing so for years, just filter and ignore over there, he wouldn't get away with his foul rantings on here that's for sure.
Just a joke Jd and making a point that anyone posting anything about the company will be a focal point for the shorters, happens on all shares and the strategy they use is to make unfounded comments even though there is information out there to the contrary in RNS's and podcasts.
I am looking forward to the day the 15% lands as well as the other obvious ones queuing up, short term O and G, Aecom and MAS, then these bb's and the muck spreaders will be redundant.
Luckyorange...strange comment about getting them on here and if that would be my fault?? I post very infrequently and as far as I am aware, I have no following. Superg has had some very strange folk follow him on bulletin boards over the years and this is plain to see if you have followed the markets for over 25 years. Mouldy sandwich being one of them.... ;-)
I used to get pee'd off with Marko Russinen sitting in silicone valley having a paid for office and tweeting about how happy he was and how happiness improves lives, did eff all for the company though and glad when he went.
Didn't like Patricks approach as it was all about him.
Brian Berney just quietly getting on with it as in the RNS, the o&g was nothing to do with any of them though , it was a PI who posts on here who made that intro and think the tests have progressed beyond the initial stator problem. Suggestions are that it is to do with seals , rubber, polygrene which is a market of billions.
Hello Luck O and Mr JD: I have read posts on here for sometime now, and have never seen a T W post, indeed i did ask once who was he. The RNS seems a fair rport about it's subject, the activities in the USA. Glad to be kept up to date on the lone US emp;oyee, I hope he can soon justify further employees to work with, particularly female company who are some times more intuinative about relationships with customers. Would be nice to know the Houston office is in full swing, and is available f0r Neill and other executives to visit. ----- Yours, Max.
One other thought about tyres - when the sale of Graphene to a European tyre manufacturer (guessed as Continental) was announced in 2018 a large part of the benefit was around significant improvements to the manufacturing process (perhaps even more so than the tyres themselves) and so I wonder if this past experience will help in the US??