Member Info for Zebedee

C&C group, which also makes Bulmers cider, said it has made good progress and expects to report underlying EBIT in the range of €76m – €78m, which although modestly below target due to softer trading across the market in January and February, reflects significant recovery versus the prior year’s earnings of €60m.

I'm out.

Previously I said this was a high risk investment so definitely not for the faint-hearted or anyone who can't afford to lose. Having had a lot more time to investigate Versarien I now think that it is less of a risk because one way or another the company will be around for a long time. I believe this because parts of the company have very strong links with academia that is supported by EPSRC grants etc. If as proposed parts of the group are disposed of to raise capital then it is very likely that the remainder will survive and could do very well as the demand for graphene and other 2D materials grows.

Then there is the Graphene Flagship. With a budget of €1 billion, the Graphene Flagship represents a new form of joint, coordinated research on an unprecedented scale, forming Europe's biggest ever research initiative:

https://graphene-flagship.eu/collaboration/about-us/#:~:text=How%20is%20the%20Graphene%20Flagship,Europe's%20biggest%20ever%20research%20initiative.

And of course, as mentioned previously "The global 2D materials market is projected to reach $4,000.0 million by 2031 from $526.1 million in 2022, growing at a CAGR of 25.3% during the forecast period 2022-2031."

According to Versarien, the disposal of assets, including the mature businesses and the intellectual property and plant acquired from Hanwha Aerospace in Korea in 2020 continue to be marketed for sale and we have a number of interested parties, particularly in the intellectual property, who are reviewing information in the data rooms. However, the timing of any asset sales and the quantum of the funds that may be received is uncertain.

Resolution of this uncertainty will result in at least a partial recovery in the share price.

Chart:

https://www.lse.co.uk/ShareChart.html?sharechart=VRS&share=Versarien&chart=intraday

Leaderborad:

https://www.lse.co.uk/share-prices/risers.html

Couldn't help myself.

FanTASTic

Versarien currently trading 75.88% above the 52 week low of 0.904 set on May 15, 2023.

Yes , it looks like the Versarien share price will be above 2p per share again in no time and you get a lot for each share you hold since the company has nine subsidiaries operating under two divisions:

https://www.versarien.com/

One of the nine subsidiaries is Versarien Korea Limited, which is Based in Seoul, South Korea and specialises in the development of CVD graphene.

As you know it is expected that Versarien will very soon announce the sale of equipment and intellectual property acquired from South Korean firm Hanwha Aerospace. This will generate cash but will not affect the companies core business.

Most of us expect that this sale will be the launch pan for a major recovery in the share price.

Why all the excitement?

Essentially, a 2D material is a material that is only one or two atoms thick. One of the best known 2D materials is graphene, which consists of a single layer of carbon atoms arranged in a hexagonal lattice. 2D materials have a wide range of potential applications, including electronics, energy, medical devices and sensors. So, there is great potential for these materials to revolutionize a wide range of industries.

Try googling this "2D Materials Market - A Global and Regional Analysis"

If you find the right document it will start with these words "The global 2D materials market is projected to reach $4,000.0 million by 2031 from $526.1 million in 2022, growing at a CAGR of 25.3% during the forecast period 2022-2031."

Versarien plc is a UK-based graphene technology company poised to take advantage of this global 2D market. Its progress was temporarily held back by factors including the COVID-19 pandemic but you can see the company is getting back on track.

Progress will accelerate further with the expected sale of equipment and intellectual property acquired from South Korean firm Hanwha Aerospace. This will generate cash but will not affect the companies core business.

As mentioned in other posts Versarien has unique special relationships that are generating business in the construction and sportswear industries etc.

It has strong university connections with research being funded by EPSRC.

Graphene is of strategic importance to the UK.

Thanks for info

Yes, expect share price to really rocket up in near future when they announce a deal on sale of equipment and intellectual property acquired from South Korean firm Hanwha Aerospace.

As mentioned previously "The global 2D materials market is projected to reach $4,000.0 million by 2031 from $526.1 million in 2022, growing at a CAGR of 25.3% during the forecast period 2022-2031."

Wow

So far so good

Correct but this talks about the growing market for graphene and other 2D materials.

If you find the right document it will start with these words "The global 2D materials market is projected to reach $4,000.0 million by 2031 from $526.1 million in 2022, growing at a CAGR of 25.3% during the forecast period 2022-2031."

Good to know keep-it-real but don't take any risks you can't afford to take. Try googling this "2D Materials Market - A Global and Regional Analysis"

Does anyone know why the company is called Versarien?

Very helpful comment. I really hope that Stephen Hodge will take an interest in some of the more exciting applications of graphene. For example Graphene lithium-ion EV batteries that are supposed to be 1-2 years away:

https://topcharger.co.uk/graphene-ev-batteries-how-far-away-are-we/

That would fit well with Tata setting up a plat here:

https://www.reuters.com/business/autos-transportation/tata-picks-britain-new-ev-battery-plant-2023-07-19/

Is Stephen Hodge our Steve Jobs?

In the 1980s, Apple was the dominant player in the personal computer market. But by the early 1990s, the company was struggling. Sales were declining, and the company was losing money. In 1997, Steve Jobs returned to Apple as CEO. He quickly turned the company around, introducing new products like the iMac and the iPod. Today, Apple is one of the most valuable companies in the world.