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Versarien Share Discussion Threads
Showing 1426 to 1450 of 1450 messages
|Neill Ricketts will be presenting at the Shares Mag investor evening on Feb 9th at the Novatel (a minutes walk from Tower Hill tube).
The Shares Mag events are free to attend, but you need to register in advance. There is generally plenty of time after the meeting to talk to the presenters (and other attendees) over drinks and light refreshments. The slide sets and video recordings of the presentations (including Q&As) are normally available at the Shares Mag web site a few days later.
Hopefully they will get a few more companies to attend (only Versarien and Sound Energy have signed up so far), but I intend go along anyway.|
|"Strange remark to make in your last post .... it seems you had to say something for the sake of it!!"
That did make me laugh anley (pot,kettle, black!)|
|Have you gone to sleep SUPERG1?
Strange remark to make in your last post .... it seems you had to say something for the sake of it!!|
|They could sell down to zero whoch is vrs business terms is pretty much irrelevant.
I used to think silly sods re some shares for both buying and selling by funds. The fact is such positions are miniscule to them.|
|Apologies sg I thought the triggers were 5% then 3%. The next trigger would be 4% then on that basis so declaration if they drop around 1m shares if they're still selling.
Agree on the revenue rate.|
They should have to disclose every 1% move above and including 3% if it's UK
If offshore 5% and 10% are the triggers to notify with no other notification points.
On that topic I'm not bothered what they do. As it stands I believe in the business and prospects and have no intent of selling at 20p, 30p or higher. If they take it lower then with such a belief I'll add. While we look at funds exiting there are also funds looking to add when they think the circs are right.
Revenue is clearly going to be materially up due to adding AAC with clear hints that Carbide has turned and as we know 2D tech is now gaining traction. The revenue rate now should be somewhere between £8m to £10m PA.|
|Recent selling possible reason -
On Dec 14th City Financial dropped from 5.95% to 4.95%. We know funds slip just below notification levels so they have a clear run without disclosing to the next level,in this case 3%.
I looked at their fund that holds VRS. The terms of the fund are that they can hold 0.5% to 1.5% of the fund value as small cap shares. I don't know the latest valuation but at their last results the fund was worth £200m so within that their limits for small caps is £1m to £3m.
On Dec 12th the value of VRS in their fund was £857k, that is 28% of their upper allocation limit. They may therefore have decided that's too high a concentration in one share.
IF they chose to reduce to 3.001% they'd shed around another 2m+ shares depending on the price.|
|Good positive stuff there superg. I'm sure AAC and Carbide will be ramping up sales and production, 2dtech has just started on it's journey and the future is interesting, would like to know how the heat sink side is going but will need to be patient on that I'm sure.
If the price falls any further then I will be buying more !|
|I noted a bit of a problem too which I was going to mention before. The trouble with a new product you don't know what it does until you try it.
EG functionalisation can involve adding chemicals to the GNPs but you won't know the result until you try it. So the question for me is functionlisation to do what when nobody knows the result until you try it.
With so many chemicals and varying loadings combined with the various resins out there the combinations may well be infinite.
It was this line that triggered those thoughts from before. It's a hell of a lot of trial and error involved and covered by this line and a waste of valuable money. You could do 1000's of combinations and get nowhere compared to just plain old unaltered GNPs.
"It is difficult for a small company like us to be able to invest in the full characterisation of graphene so our materials are doing exactly the same thing every time in whatever product they are used in,” says Dr Thornton (HayD).|
|I did say I have been busy and I'm trying to cath up.
Tweeted link by the VRS CEO which is interesting, comments form Haydale and I've picked up on a point or two.
Comments by Dr Matt Thornton, senior manager, Haydale Composite Solutions.
"One potential route to market is the dispersion of graphene in to a composite matrix material such as a thermoset resin or even thermoplastic, to enhance the properties of the overall composite."
Potential !!!! VRS have already bought a factory to do just that.
Then this comment.
While Haydale often finds there is a great deal of interest in graphene, with many engineers having read headlines such as, ‘wonder material… strongest and lightest material yet’, getting commitment from engineers and manufacturers without clear datasheets is difficult.
VRS have the data sheets and the proof of performance as recently announced and what happened weeks after that proof............ an OEM GNP order for a product most likely carbon fibre as that is hat the news suggested.
So VRS can produce verified very high quality few layer GNPs, they can effectively disperse it into composites. They have proven data in carbon fibre and plastics including PEEK. They have a carbon fibre related order, have a plastics factory for the GNP enhanced products factory and PEEK/PAEK collaborations to get those type of enhanced products out there too.
|If you wonder if VRS are busy then check out the bits out there. Here is one for you and what do they say about good CEOs.......Those that roll their sleeves up when necessary.
Note the 22nd December.
Spike the diet is more that a diet after a drunken bet over the xmas period. There is already a spreadsheet running for those involved. Mine includes getting a 6 pack urrrghhhhh !!!. More chance of that though than AGMs method of production working.|
|I forgot to mention Carbide. It was hit hard due to oil and hit the share hard. On results news this was said to Directors talk. It's just one line but a snippet of information most probably missed and it isn't anywhere else as far as I know.
Total Carbide division, "that’s had a really tough time over the last 12 months but we’re starting to see a significant improvement in conditions following its move into a new facility."
While I'm on that interview re the heat sinks
"most of the activity has been post period but what we’ve demonstrated is significant commercial traction of the thermal products division, we’ve significantly reduced the operating expenditure by about 47% whilst maintaining the sales about the same and we’ve got about 130 customers testing."
Then for AAC I know what's coming there as I had a chat with the AAC manager.
So the since results period looks like growth in revenue in all sectors with graphene starting to enter the fray. It will of course be a shock to the market
So I'm happy and looking forward to the news most of which I've been able gain a fair idea about and other bits that folk will have to find for themselves.
Quite exciting times ahead imo and possibly a few eye-catchers to come.
If it starts going the right way in news (which is already happening if you listen to interviews) the funds will start looking and buying.|
Like you I'm not bothered re the share price what I care about is the business. Some shares fly high and it's simply down to supply and demand when there is no supply around and generally many have no business or revenue just useless hot air.We got ris of 2 supplies and a 3rd appeared. Had the 3rd one not appeared it would be a different case on the SP
Due to my digging I'm and network of info created I'm aware of a few things, so I just sit tight waiting for those to reveal themselves.
As far as I'm concerned it's a high reward potential with a genuine business ideas which have a fair chance of evolving into something very exciting. As said before I have them as the world lead for performance on heat sinks and the world lead on high quality few layer GNPs.
I forget how many they have trialling the copper foam but it's a lot. Not forgetting of course they had to turn down 500k per month unit oers as currently that was too many for them to supply.
As said in news, more collaborations to come and they announce the customer launches of products over the coming weeks/months.
The the supermarket that was the crates. AAC had an order which suggested it would help revenue climb to £5 to £5.5 mill.
So that's another point the market will miss AC revenue up and that figure added to VRS revenue.
Then there is the 2D Tech side. Clearly it is going to hit record revenue to a level as yet unknown, it could climb dramatically from current sales if the OEM ups the order. They did say they wanted to launch a product within 6 months.|
|I'm sure I'm on the right thread, haven't you noticed the price dropping? It may have been to let a buyer in for those 90000 but sells dragging it down as people see better opportunities.
Like I said previously, a trading update would not go amiss.|
|lucky: are you on the right thread?
Best wishes - Mike|
|Well, that answered my question, boredom is driving it down, get your wallets out if the insti decides to offload the lot lol. This is one share I'm not concerned about , I do wonder why that huge order for the supermarkets wasn't considered newsworthy 5 million wasn't it?|
|sg: want to lose weight post Christmas, try 'GoFigure', no exercise required and has a very high success rate:
Best wishes - Mike
p.s. you need to also buy the 'shaker' bottle unless you want to use an electric mixer of some sort.|
|A couple of stories that caught my attention. I did realise keeping phones cooler helps battery life. Surely the answer is not a sticker but graphene loaded casings.
Then on the same theme.
It's the sort of tech that will get the market realising graphene isn't decades away but on the cusp re GNP enhanced products.|
|Will catch up too busy at the mo and darn lean in 15 bet has me cooking and exercising what seems like forever.
Only 4 months of it to do arrrghhh.|
|Don't remember seeing this one before (posted by 20 per cent on LSE)
|I wonder if they completed the £100k order in 2016? VRS taking a breather before ramping up, probably not , an update would be useful on how the company as a whole is progressing.|