London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Firstly, I'm not surprised, but again annoyed by the obvious news leak yesterday afternoon, hence the spike from 4pm....something really must be done here.
Secondly, on first reading the today's rns, I came across mixed feelings of, that's good news about another tyre company testing, but then telling us what we already knew, and it seemed to be rushed to get out....so at that point, I decided to have a look around and firstly went to super's thread on the dark side....
All became clear quite quickly. This is an rns to refute the rubbish being touted around by TW and his sad little crew.
Very sad that Versarien has attracted these type of idiots, but with super's tactics and attitude, unfortunately, this attracts all types and this has been the case since he first started posting on VRS....Just saying.
Get them on here too jd, is that your fault ;) or could it be that posts are actually moderated by the site owner here , probably?
Other site is the shorters paradise , give them free rein and they trash companies to oblivion, challenge them and people can see through the fog.
Very strange RNS, especially given that it was deemed material by the Nomad - this must be to do with the info about the Tyre company and other sectors rather than the US office as we've always known, from when it was first announced with Patrick, that it consisted of Serviced Office space and pay as you go lab facilities (re Read RNS, and re listen to podcasts, from the time).
Jdubya , good post at 8.53 today.
There are definately things happening in the US. True it felt like most of the rns covered what we already knew, but where I fully agree with you is SuperG and the closeness to news and progression within vrs. Yes he is very good at hus research and is usually pretty ahead on possible newsflow, but in truth this probably does not help the company. I merely gives ammunition to those who know he is good at finding developments, but as soon as time passes by these shorters can jump on it and nail Neill and the company for not hitting these deals or announcing possible new contracts that are infact subject to NDA's. A frustration to us all. Still it does not mean the company are not gaining new business around the world.
Japan , Korea and the rubber company in India must be nearing the end of testing by now ?
Father, Patrick was very specific on a deal which was at a final 3 month test phase on a date to start production within 6 months. This was on his twitter feed back in June.
O&G, remember that rns, well I am damn sure thats due up too. So many NDA's but so many fingers in pies some will naturally be slower to market than others.
The AECOM arches , teehee, saw some footage of the tube yesterday and with all the bends and inclines these arches will be needed every 50m or so to track and supply data and support. Go figure out the cash prize on offer here.
Can't wait for the next update.
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??
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.
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.
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.... ;-)
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.
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.
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.
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!
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.
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.
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.
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.
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!
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.
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
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.
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.
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.
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
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....??