Member Info for RobinHood69

https://yunasko.com/

Aquea, no worries. In this instance I think the clue was two months back when someone posted about @#£_& but it impacted on NDA regarding what the other company may be doing and copped Neill some flack.
I would assume the bigger the company the bigger the projects and more reason to have an NDA in situ. Many sub suppliers involved?

As this reduced quantity was known about for a while I would imagine Neill is on it @@. Will not say anything further as its to become a requirement to pass. Why by a 3t machine .... tick.

I was also warmed by the fact Nanoexplore along with a couple of others have in the last couple of weeks almost referred to supply being akin to bandwidth. A tested product of mixing and size flake/ quality once completed as a compliant customers requirement, the next possible customer wanting something similar can simply be shown the evaluation and test patern and results and as suggested now by 3 company graphene reviews.
Example Cladding. Once a large scale fire ******ent building cladding panel has been created and passed, its basically and literally a carbon copy to sign up another customer request but that may not need ******ent features or it may not need high stress testing. Simply wash and repeat. The longer testing goes on the easier the second third fourth sell of product becomes.
Neill suggested an aeroplane part was already in place and flying around Europe. This part would have been tested to EU standards and US Federal Aviation Assiciation ( vrs already this already ). The next aeroplane part could well be pretty similar in make up but just a different shape moulding. This should roll and roll as time passes.

For those who follow Lithium, its like VRS have made the first Lithium Hydroxude which is now becoming the main chemical required , currently, in EV markets. Albemarle last week split up their Lithium folder in to LCE normal grade most can achieve and Lithium Hydroxide which involves extra costs to process but the buyers are willing to pay the premium. The lithoum market will leave non hydroxide operations floundering at the very much lower cost end of supply.
VRS can supply the very highest ends and with NovoCarbon , can now do this in bulk. VRS will become one of 5-10 main players. The rest will wilt and go rotten on the vine as graphite graphene low grades become unwanted by most.

"There has been a lot of discussion around areas such as performance, which is great, and if you can create a high enough grade of graphene along with an effective mixing technology, then certain performance improvements are possible. If this solution is valuable to customer and there are no other available solutions in the market, then you are able to charge hundreds of thousands of dollars a kilo for that product"

On twitter both Patrick and NC Paul and Neill in previous recent podcasts have all zoomed attention on the above point as a BIG part of being able to move forward. It's ok to make types of graphite and be a bit techie and make some lower grade graphenes , BUT the real point stands for every company you invest in that produces product. QUALITY QUALITY QUALITY and being able to hit that quality time and time again. Versarien are able to do this to specifc high grades that many cannot. This is the 'GOLDEN ZONE' for VRS. They have a US UK & CHINESE Verified product and clients wanted proof of it before committing to orders. Having 25 companies come to the door within 6 weeks all saying "Right you can supply quality and type we need, lets do sn order for 1 tonne". 25 tonnes straight off ? Not possible .... Previously.
The NovoCarbon deal and new facilities now open in Houston will provide that scale up without much problem now.

So imho only since last week has the verified graphene NANENE been able to be pushed fully with a supply that is now behind Neill and Patrick. They can now SELL tonnage imho.

From NOW its all systems go in the US. Others are aware of the new requirements to entry and are behind in the paper they can put on the table and the lorries that can drop off the nanene graphene by the multiple tonnes.

https://www.scitecheuropa.eu/how-nanoexplore-are-exploring-graphene-production/94941/

In Jan 2019 some if the team were in EUROPE and scaling up to "CONTINUOUS PRODUCTION". Ok , time and some techie engineering is required BUT this is IN EUROPE.

https://m.youtube.com/watch?v=e8COcV0TVRw

The NovoCarbon JV is a game changer for VRS and 100% GAME CHANGER for US and the whole USA in the sectors and benefits VRS are moving ACTIVELY within

I don't think investors get the scale that Novo are bringing and therefore the SIZE of supply to any 1 billion dollar company. ONE DEAL could take ALL supply now. I estimate that the potential is more like 3-4 million tons per year one the 5 targeted deals begin to come in.

As NovoCarbon Director has said 2,000 is equating to around 16-28 million dollars revenue. 4 million tonnes based on 10% of Benchmark figures. Thermo uses as of 2018 go look it up @@

With our neighbours at manchester GEIC vrs announcing the JV start of upping graphene supply, would you think it probable that Haydale working hard in the US especially in the field of Aero and drones could likely do a similar deal once they are ready to order.
Remember they were at Collins Aerospace around two months ago with vrs.
I think this is being missed. Novocarbon are changing their model at present from mining to supply of quality high grade graphene.

BurtonS , having just twigged do you think Haydale operating in the US could benefit ? I think many have ignored or missed this probable supplier user link ? I may be wrong so DYOR but I called Novo 3 weeks ago posting about Buffalo and Niagara Falls at rhis time of year a clue to the processing plant for graphite to graphene. Gotta think outside the box and spend hours a day just trawling through company names , meetings and who is there and cross reffing and then re checking via other media etc etc I am sure you know more than me about it. The hard yards as I call it.
Nippon a plane to the US and checkout the complex in Houston ... Gla

Weave , already did that 12 months ago. Keep an eye on the politic risk factor and gov intervention.
Good example Sri Lanka where First Graphene - from memory - get some or all of theirs ?
Tanzania and Madagascar could easily be hit by political unrest.

Tinopener, what are your thoughts on NovoCarbons Director being quizzed about cash and reply with the figure in the article ?
1 - That is graphene not even pure nanene
2 - Currently synthetic and much more targeted to auto batteries ie they have a specialist battery hub

2,000 t = 16-18m dollars in sales. Interesting and I would love to know what a Nanene Hexotene type grade would fetch.
Any ideas would be very welcome. I know you are bang on the money in most cases, keeping in mind how fast graphene is developing also via newer materials by the month.

As always buy the dips. If Novocarbon are at around 6-8 million per ton as stated by their Director last week or so VRS bottomline on supply uptake could be a pretty big increase to the EOY accounts. Probably 2020 will be the key rise, but this is getting in early.

A european example of an engineering company having to change to Graphene production up 17% this H18 SGL now having to focus on Graphene. 7-8 Euro a share.

This is where VRS are going without the cost of changing from old engineering to new processes which have cost SGL.

https://www.globenewswire.com/news-release/2019/04/08/1799381/0/en/Tender-Offer-Extension-for-Acquisition-of-Maxwell-Technologies-Inc.html

May 22nd VRS in Capitol Hill Washington for the USA National Graphene Conf , Neill Ricketts presenting.

Selling is backing against any success and from what I see doesn't make any sense to originally have bought in the first place ? Bonkers. Heyho.

1,000t = approx 6-8million dollars ? If thats true then how much will AECOM need or Tunghsu Or China Railway Or China Space and Aerospace need or any of the ither major concerns who have expressed interest in the WORLDS only verified graphene ?

GRAPHENE DEAL JV with NovoCarbon. Told you SCALE UP was coming for the USA. DYOR.
Max please read the following. You , I hope, will see the link in thinking regards process between head Director of NovoCarbon and Neill Ricketts. A great partnership is coming. Humble pie WILL be served now SUPPLY can be provided. Remember VRS is the 1st to be VERIFIED in the USA for Graphene quality. Now NovoCarbon can supply BULK well above 50,000 TONNES PER YEAR, who are the NAmericsn clients going to buy graphene from ? A VERIFIED source or a non verified source ? Patrick Abbott VERY WELL PLAYED Sir and those who called him out should apologise as SCALE UP is now in place to expand RAPIDLY from now ! GLA.

https://ceo.ca/@Newton/will-glk-run-with-the-bulls-newtoninterviews-richard-baxter-director-of-novocarbon

NOVOCARBON - Max, check out NOVOCARBON and Q4. They also ARE VERY relivent in the current lithium cobalt GRAPHITE shortage @@

This deal deserved an RNS on its own SCALE UP IN THE US to provide ALL the Graphene needed to get on and do those 5 targeted SECTORS. Not just one client but SECTORS ... X 5 @@.

Disappointed its not a single RNS as its huge. Niagara Falls look good this time of year ! Remember my post ?

4 DEALS RNS , one of them should have had its own RNS imho. SCALE UP BIG TIME.

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=VRS&ArticleCode=ekisw581&ArticleHeadline=USA_Update

1.2MW EV CHARGE @@. THIS IS A KILLER DISRUPTER step forward !!!

No doubt. Just waiting for Mr Musk to get his act together for a 1,000 mile range charged in sub 15 mins

NOW being placed in Norway. Where is the RNS ? This is huge news.

Zap&Go going to production and instalation is MASSIVE. No RNS on gping in to supply of usable technology ?

Norway has THE BIGGEST take up of EV cars in Europe ! A great test bed. Maybe a test for the tech then ONE huge BID from ....

Who would sell on this news and with USA Washington Capitol Hill presentation in 2 weeks ??? BONKERS to sell @@