Versarien Share Discussion Threads

[superg1] 23/12/2016 20:30

I have seen the odd connection via linkedin to companies owned by the Cytec Solvay group which very much fits with VRS. I see they do PAEK

A big company in all sorts of composites

EG

Steve Cope
Business Development Manager at Advanced Composites Group Ltd

Business Development Manager
Advanced Composites Group Ltd
April 1981 – Present (35 years 9 months)Umeco Structural Materials

[luckyorange] 22/12/2016 14:18

Better than those one liners anley, it would be nice if you could elaborate every time.

Can't disagree with you that Neill is in it to make money, I'm sure that he will not wish to dilute his shareholding in any way, so going along for the ride :-)

As for the city, does that refer to the insti's who accumulate shares or are you talking about Nomads?

Anyway Neill is fully aware what the Nomads get up to to earn a crust or two and tolerates them because he has no choice.... so I am told. I have heard of many a ceo wanting to get information to the market but the Nomads veto it, wonder why they do that?

Finally, the more profit the company makes the bigger the fortunes are going to be :-)

[anley] 22/12/2016 10:43

Sometimes I think people who post on this site are so wrapped up in themselves that they loose the plot..........

Mr Ricketts brought VRS to the AIM market so he could make a fortune along with his other directors and the City. Its as simple as that and within the next decade he will be persuaded to sell out so the City can cash in.

So I will sit back and watch what goes on............and so will the present posters on this site.

A Happy Xmas to you all............

[superg1] 22/12/2016 07:54

Anley

Can you buy some VRS shares for me and I'll buy them off you immediately for 8p.

You will make losses of course and won;t buy them under those circs.

What is the difference in the above and VRS asking partners to supply goods with and end contract already in play.

The end payment will be higher than the costs otherwise they won't offer it. They have no need too. Why add work and add GNPs into a product for a known loss via Scafell and Fern. If the price isn't right you just say no.

[superg1] 22/12/2016 07:49

aff

The CEO did state in an interview post results that Carbide was doing well and there were other positions advertised a month or two ago.

Hence when the next half is reported revenue will have jumped considerably for various reasons, it's all in news and interviews but will be a surprise to the market somehow.

Just like when MMs hammer companies on profit warnings just days before results they hammer them again on results which states the same thing.

[luckyorange] 22/12/2016 07:36

Good spot affc, made me smile, it was a job I did many moons ago. Shows they are getting the orders in but a tentative post, all depends on the oil price I suspect.

[affc21] 21/12/2016 22:47

Anyone up for a career change, with one of the UKs fastest growing materials technolgy companies...Metallurgical and Dimensional Quality ControllerRecruiterTotal Carbide LtdLocationWestcott, Aylesbury, BuckinghamshireSalaryCompetitive rates of payPosted21 Dec 2016Closes04 Jan 2017RefFPA-NMC2456571-01SectorManufacturing & Industrial,Production & OperationsContract TypePermanentApplyTotal Carbide LtdLeading UK manufacturer of Tungsten Carbide Products and part of the Versarien group companies.Due to an expanding market we have a vacancy for Full Time Metallurgical and Dimensional Quality Controller - Day ShiftFor day, shift and weekend work at our new Westcott site. We are looking for a person who is able to work on their own initiative.This is an excellent opportunity to join one of the UK's fastest growing materials technology companies in a temporary position, possibly leading to permanent employment. Full job specific training will be given for suitable applicantshTTp://www.jobstoday.co.uk/job/9903749/metallurgical-and-dimensional-quality-controller/

[superg1] 21/12/2016 21:58

I'm not sure if any of you have been tracking the Hays thread but questions about functionalistion and the need for it were asked and it some cases not answered.

I can say with confidence that none of the VRS products or tests required any type of functionalisation of the GNPs used. Probably due to them being high quality and purity of 99%+

HayD have this on their website

Specifically

In order to utilise graphene in any application it must first be appropriately functionalised so that the end product can take full advantage of its superior properties.

That is completely untrue and imo they should remove it from their website.

[luckyorange] 21/12/2016 21:34

anley - 30 Nov 2016 - 18:05:26 - 821 of 1078 Versarien Developing advanced materials and enabling engineering exploitation - VRS
Handygandhi.......yes I am a shareholder and started to buy last week and bought more today under 12p.

Superg1 .... thank you for your answer. I do agree with you about the City in general but thankfully most of the so called scribblers soon move on and out of the Sq Mile.

I have been a fund manager (50 years) and still am but only for "family" capital. I live in Cambridge and have access to people who both are scientific and have made a great deal of money from biotech etc. So I am able to conduct independent research.

I also know how Allianz works and invests as one of their directors sits on an investment committee with me and knows Ricketts.

It would be helpful if the word HAYDALE were dropped as we should direct our attention to VRS - who really cares what is happening to the Haydale share price.

Sorry if you think I am being forceful but there is more often than not a great deal of rubbish published on too many ADVFN boards and I think you will agree so lets work to make VRS a big success......

[superg1] 21/12/2016 21:22

Shavain

One of Anleys early posts here.

"All prospective investors need to know is that 50% of the company is owned by the City big wigs who have done a great deal of due dilegence on the company."

My reply to that was

"If it worked like that then there would be no investors, funds rarely have a clue what they are investing in. I say that through speaking to CEOs and having spoken to fund analysts directly who have in the past asked questions about a company their fund is invested in."

Anley some time before that post on another thread

"What fools most of you are here. You all seem to think that the institutions 'know' when to buy and sell and make money month after month.

As soon as you learn not to trust the professionals then you'll be better traders for it. The pros specialise is screwing the sheeple."


???????????????????

One minute it "let's help promote VRS" then answers seem to be ignored with the same sometimes daft questions asked again.

I don't think it's malicious just poor observation and the usual factors as we all get older.

[superg1] 21/12/2016 21:06

Anley

A that as a bit deceiving calling yourself a fund manager when in fact it was a local share club. Technically correct but not what you wanted us to read it.

[luckyorange] 21/12/2016 19:05

Had to get that one out of my system Shavian, seen it so many times and trying to nip it in the bud, pointless I know but worth a try.

[shavian] 21/12/2016 18:46

Steady on Lucky, we have a marvellous thread here, there's no need for the sort of mud-slinging and bad language we see on so many threads.To stop us getting carried away with our enthusiasm, every thread needs it Jiminy Cricket, even if he is a tit.

[anley] 21/12/2016 17:26

...........but will it make a profit on what it does?

[luckyorange] 21/12/2016 11:29

Thanks superg. Just 5!

The difference between VRS and the others is that it has many strings to it's bow and can grow organically very quickly.

[superg1] 21/12/2016 07:34

Actual 2D staff operational staff is about 5 I think hence the low cash burn there.

It's part of the reason why I slate AGM so much as AGM have around 15 or more middle management and higher (42 staff total) and it seems they can't produce at the rate VRS do even with claimed capacities of 1 tonne per year. There is no reason at all to have that amount of management on such a small company, it's just a money pit. Now AGM are expansion to 1.6 tonnes and openly admit they haven't managed to increase production with the original capacity. It's just a con to show the millions raised haven't all gone on just wages. It's the only reason available to expand something that they can't get to work. I strongly suspect there will be tears there and PIs moaning and groaning when it all goes wrong. They can't complain it's in the small print. If I thought AGM could do what they say I'd be buying not trashing them.

On who the customer is as I recall there may be links in the chain as they talked GB but also Europe, so what the end mix is and what it is going into is a guess.

As we have found out recently PAEK involves 2D tech to Scafell then to Fern with customers on the end who for all we know are the suppliers to someone else.

[luckyorange] 20/12/2016 20:23

I hope the majority is going to be the triangle of 2D Tech, aac cyroma and one or both of the others so that VRS gets two bites of the cherry in adding value, but of course 2D Tech is the driving force behind the whole thing because without them there is no collaboration.

The strange thing is in the whole collaboration is that 2D is a very small cost effective workforce, anyone know how many are employed in production?

Looking forward to being enlightened over who has taken the £100 k quantity, which is probably a small part of a large R&D budget, any theories anyone?

Loved the part where Directors talk got the name wrong (they put ACC Cryoma, and discussed it) could tell in the interview that Neill thought to put it right but just deferred to AAC :-)

[shavian] 20/12/2016 19:22

Neill's interview (1062) clarified something I'd missed from the RNS. This deal completes a brilliant triangle of collaboration between Scafell and Fern with VRS. VRS and Scafell create the magic brew which then goes into products at Fern. Symbiotic, or what? I wonder where all this teamwork will lead in the longer term? I just hope some industrial giant does not emerge from the shadows and gobble them all up.Well done all parties for seeing the value in collaboration.

[superg1] 20/12/2016 18:26

Anley

Were you on that balcony in the muppets? :-)

No I don't think they would go for PAEK and spend months organising collaborations to find a way to lose some money.

If the price isn't right for the customer demanded product then they won't supply it. There are no overheads to cover. Deal or no deal.

[luckyorange] 20/12/2016 13:03

Don't know whether you are naive or simply playing games anley, but you are now annoying people. Of course it will make a profit for the company; that is what they are doing it for, just one of the simple things that business minded people do for goodness sake.

[mr dexy] 20/12/2016 11:28

Anley,

With all due respect fella.. I think this one might not be for you. :)

Regards to all


Mr D

[anley] 20/12/2016 11:07

But will all these developments make a profit for the company?

[luckyorange] 20/12/2016 10:38

Lol, rules are rules Neill. Plenty more collaborations to come :-), nomads will be jumping up and down!

[superg1] 20/12/2016 07:36

Plenty more to come it seems