Member Info for fatherelmer

Thomas Cromwell, whilst you may be correct (but probably aren't) rather than just making baseless allegations please provide proof or admit your lies (and apologise).

I'm not going to hold my breath waiting for you to do either, as you and your ilk, are all show and no go.

Weave, if this were to come to pass - what would be a fair price? Would the 10% brigade just want that our would folks actually want some of the future upside built in - I say at least £5 per share on present share count.

Stoater, I guess the update - which is nice to see - could've been more definitive, though it does contain some (very) encouraging news in both Textiles and Concrete as well as confirmation of some other rumours (ie ENSO) so plenty of positives - I guess we'll really only know the extent of these when we get the Finals in January (though of course even then these will exclude activity from the last 3 calendar months of 2022).

thomascronwell, perhaps this deferral will allow sufficient headroom to negate the need for further funds (as per the AGM pronouncements by VRS) as the details do talk of some potential on-going revenue streams (eg Spring / Summer 23; Autumn / winter 23 and Spring / Summer 24 all just within Textiles)? There is also the positive accreditation point within Concrete (and the fact that 1000 tonnes of VRS Graphene enhanced concrete have now been poured) that suggest forwards momentum here to......

Oculusprime, the reality is the sector is still in it's infancy and NONE of the companies - VRS included - are making large revenues (and certainly no profits) from Graphene YET, this doesn't mean to say that both aren't getting closer because they are, it's just that patience is still required - the big question is how much?

The best things about this bit of news is not the Silica link up but.....

- takes VRS into another sector (Lubricants)
- has a product with proven benefits (ie reduced friction, wear resistance, etc) and so should make for an easier sell to users of lubricants elsewhere

The second point above is the one the detractors conveniently miss - the VRS way is all about going to market following proven gains rather than the "snake oil" trick that has been largely employed to date across the Graphene industry.

thomascromwell, didn't know Superdry were planning a placing.......

Good to see a value associated with one of these announcements for a change - this sector appears renowned for announcing things without a value attached (DCTA did this with the recent Italian Roads announcement). Also gives some idea of the potential value of Graphene printed cloth at €13 / linear metre

Details of the A1 trial I mentioned below

https://www.stabilisedpavements.co.uk/library/module_uploads/3/1_SPL%20A1%20A1%20Newton%20on%20the%20Moor%20Northumberland%20CASE%20STUDY.pdf

Dandanman, the interesting thing is there was no value mentioned in the RNS, though it is good news and hopefully more similar news will be forthcoming (soon) from VRS in respect of their relationship with National Highways. It's also interesting to note 2 things as I understand it:

1. the DCTA solution is hot rolling whereas the VRS one is cold rolling so has even greater environmental benefit
2. the VRS solution requires no new material (unlike DCTA at 30%) and so is even more environmentally friendly

I wonder how long it will take for results of the A1 trial to be made public (as I guess nothing will happen before then). Based upon today's DCTA announcement this could still be 1-2 years away (unfortunately).

nimshy6, the interesting thing of course is VRS always say none of the collabs have failed, I can actually believe this (sort of) in the sense that whatever was planned under the collaboration has been undertaken (and so it has succeeded) BUT either the results have not been "good enough" (ie demonstrate enough of a difference / benefit to be worthwhile proceeding) OR they have shown all that was hoped for but that the partner organisation is not yet able / willing to move forward (yet).

Ftsefan, been doing some research (for those clamouring for deals to be announced) - we all know Umbro will be utilising Graphene-Wear in the Spring / Summer 23 Pro Training range, well we still have 4 months to wait in that case as the 22 range was launched on 26th February 2022, so I'd expect a similar date for the 23 range.

JamesSimon, coercion implies that you were forced to do something against your will - when I suspect you (like the rest of us) need to look closer to home when reflecting upon who made you make investment decisions (or any other decision for that matter).

Bo77ock7, if you've held for over 10 years as you claim you had the chance to exit at much higher point (£1.80+) and so you can't blame the company, entirely, for the paper losses you are currently seeing - you like many others (me included) could've exited at much higher levels (and with a decent profit) but WE chose not to.

Though in essence I do agree comms from the company is poor and things are taking much longer than I thought (and hoped).

Dandanman, careful some folks won't like you saying negative things about one of their Graphene darlings (DCTA) and they no longer mention another (NanoXplore as they went bust even with the "Ford contract") as that goes against the everyone bar VRS is great narrative.

The reality is that this is still a developing space and NONE of the companies are yet profitable / self sustaining - and all need cash - but that point should be getting closer as more actual products, across multiple vendors, are realised into the market.

bobminor, in the case of Graphene that is slightly unfair (on Politicians) as the NGI and GEIC received specific government funding (ca £60m I think) in order for them to be set up. Think it was George Osborne. So putting the blame on the Politicians in this case isn't right - also they don't make the Standards (just follow them) that's all down to the Graphene community themselves, for which there are so many vested interests - as not all "graphene" is equal - and that this is probably the biggest blocker to mass adoption more than anything else.

BurtonD, trouble is very little of any (meaningful) substance was said - or asked for that matter - in the 18 minute interview, overall I'm not really sure it was worth the effort. What we really need is some form of Project / Trading and Future Funding Update, until these become clearer nothing much will change here IMHO

jabberba, as you well know (because the company itself said so in it's last results presentation) that a further funds are required - though not before financial year end (so after 1st October 2022) and that a fund raise (ie share placing as i assume you mean) is but one of many options that they will be exploring and so such a thing may not come to pass - so like quite a few posters (across various boards) you are just "muck raking" to suit your own agenda.

As for timing of any injection of further funds (however they may be secured) IMHO it will not be before some positive trading news can be realised to both maximise value generated and minimise any "negative" spin that people may want to attach, and as I've already said (in line with what the company themselves have said) not before financial year end.

jchaplin, true enough but still not really new news and so I can't see the need for an RNS (and I think that would even be true if it were a major brand). That said it is always good to put a name to these things to go alongside Flux, Vibrobarefoot, Superdry , Umbro and the two who's names I don't recall (one in Latin America and the other in North America) - seven and counting for Graphene-Wear!

I'm not expecting an RNS as I'm pretty sure it was either mentioned in the recent Interims and / or the Investor Presentation that followed.