Share Name Share Symbol Market Type Share ISIN Share Description
Versarien LSE:VRS London Ordinary Share GB00B8YZTJ80 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.25p -2.08% 11.75p 11.50p 12.00p 12.00p 11.75p 12.00p 218,146.00 14:40:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 4.4 -1.8 -1.7 - 12.40

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DateSubject
04/12/2016
08:20
Versarien Daily Update: Versarien is listed in the Industrial Engineering sector of the London Stock Exchange with ticker VRS. The last closing price for Versarien was 12p.
Versarien has a 4 week average price of 11.88p and a 12 week average price of 10.78p.
The 1 year high share price is 15p while the 1 year low share price is currently 9.50p.
There are currently 105,521,364 shares in issue and the average daily traded volume is 140,710 shares. The market capitalisation of Versarien is £12,398,760.27.
04/12/2016
18:30
superg1: Anley As you probably know most shares that get ramped by the city are to provide an exit. A whisper here and there and the eager PIs will spread the word that they promised not to tell anyone. EG within 2 minutes of speaking to one CEO at a show he was telling me inside info, a big deal due, and a lucrative acquisition so no doubt was telling everyone else I saw chatting to him. It was obviously complete tosh and in the following weeks the share price took off 10 fold which was great for the early holders to cash in before it crashed completely, probably with shorts in play too. On point I see the VRS slide as due to the total carbide connection with the oil industry for general selling. In fact BR first sales in VRS started as soon as the oil sector started it's dive. That would be BR simply saying get out of micro caps. As VRS had no volume or interest at all the BR selling kept the slide going. On putting the pieces together I'm guessing I have done a lot more research than most so understand it. I can't post all things and some here know things that they can't post. It's not inside info it's just info not for public viewing. EG I'm sat on some right now that I have agreed not to post which most here are oblivious to. The pieces for me on the graphene side that has all the attention at the moment is this. VRS at one point had only few later GNPs that could be scaled up. Now to me that was massive news as I knew it was missing in the sector. At that point I felt there was a lot missing. Why produce the best GNPs out there then hand them to Haydale and others who would gloat about how wonderful 'their' product was. My wish was for dispersion tech. Such tech is absolutely critical you can not simply mix GNPS into products. That is a large part of why Haydale was formed. Next I wanted an outlet for their own product. AAC isn't just an outlet it identified that they had dispersion technology and for use in plastics it must therefore be viable on cost which was confirmed at the open day. Obviously a few lurking thought the same and started buying on that news. BR and Allianz thought hey volume we can now dump our holdings and that is what they did. I thought they would not commit to a plastics factory without something brewing up behind it and sure enough within weeks we hear that customers are in play and launch of products will be released in news in the coming months. So the wheels of business were ready to go there was just no method to get the products out there. VRS were waiting for proof of performance and they have that now as released in news. Why would they double up on production if they don't need it. Now excluding any acquisition for expansion plans it's a case of waiting to see who is signed up and for what. As far as I can see no one else has few layer GNPs in any volume. Very few have dispersion tech and only one has a factory to produce graphene enhanced composites.
30/11/2016
18:05
anley: 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......
28/11/2016
08:52
ridicule: Superg I agree with much of what you say on the Haydale RNS, particularly the issue of early exclusivity. Nanoco did this with Dow and soon learnt their mistake , paying a lot on loss of royalty to regain their market LCD independance. I see two traits in your personality, difficult to be absolute because we have never met. One is an amazing capacity to undertake research in a very intelligent way. The other is to invariably draw absolute conclusions. One example of the latter was your conviction, a few years ago now, that, based on your research, Chilean Iodine producers would go out of production because of water licencing issues and the cost of using sea water would make them uncompetitive. This deduction would ensure Iodine prices would rise and Iofina would go from strength to strength as a consequence. Many investors hung on to their Iofina investments and we know where the share price is today and Chilean iodine output is still keeping iodine prices low. I make my comments, not to indict you, because I think you make a tremendous contribution to PI investment debate, but I cannot find any irrefutable proof that Haydale have no GNP manufacturing capability at all, albeit a lower level multilayer version, unlike VRS, but one that could be suitable for the Huntsman resin application. If Haydale are dependent on suppliers like VRS, they would have had to show and convince Huntsman of their supply chain expansion capabilities, even at this early stage. I also remain concerned that supplying bulk to Haydale under, lets say, a multi-year contract( not commercially viable at under 10 layer quality for an epoxy resin - too costly)it could distract VRS from core higher value activities in growing their value-add market. My conclusions on balance make me think Haydale are more capable in the particular Huntsman application than you give them credit for. That said, I do not think this threatens VRS who are operating at the high end.
23/11/2016
12:47
superg1: re Having a competitor in this field, such as Haydale, with only 17.01 million shares in issue and a share price of 180 -185p, compared to VRS with 105.52 shares in issue and a share price of just 11.5p makes me nervous. Haydale have a much stronger investment engine to raise funding to compete via equity release than VRS by an order of nearly 16 to 1 . Given this, I need to know just how much of different market VRS are operating in. ??? They are two different companies. One produces GNPs and the other enables them. VRs do not need an enabler in many end products neother do others. The whole market ism open to VRS,. Haydle being enablers have thei market reduced, but sit well if they remain the goo too compnay for enabling. They however have no security of supply that is obvious on the few layer level and any few layer supplier may get a better deal elsewhere and stop supplying Haydale. I get the funding thing as it's much less dilutive and totally agree but I'm here for the business view not dilition view. I fear dilution less tham others. I see dilution for gain here not to spalsh out on company jollies, bonuses and plush hotels on junk trips. Then another £3 to £5 mill down the drain most in salaries I expect VRS to dilute if they need to cash in on a money making opportunity, EG a material order for GNPs beyond current capacities that may dictate a good business sense. If Hayd come to VRS asking for high quality GNPs, if the price is right then why not? It doesn't necessarily affect them and what they want to do, it would just be a very tightly worded deal and cash in the bank. I'd do take or pay or similar, otherwise they could sod off.
23/11/2016
11:08
ridicule: SG and others. We must all be careful that our gleened knowledge of Graphene and the associated GNPs do not become so influencial that they cloud our observations on business developments in this market. The following is out in print in the public domain and no one from either Haydale or Huntsman have challenged it to my knowledge: "Ray Gibbs, chief executive of Haydale, is confident a deal will soon be signed which could potentially create a recurring revenue stream for the small cap. It could be a big prize as Huntsman is a major resin supplier to the tooling market. Gibbs believes Haydale will be asked to supply a master batch of graphine-enhanced resin. Huntsman will then be responsible for sales and marketing. We believe they want to focus on the automotive industry for the enhanced resin, but they won't tell us until a license deal is signed he says. Gibbs suggests the contract-assuming one is awarded-would involve Haydale buying resin from hHntsman, adding its magic, and then selling the enhanced resin back to the chemicals group. That implies Haydale would need to find a chunk of cash to act as working capital to fund the purchase of the raw material." There are no indications of the quantities involved or the quality/type of the graphene infusion process. Given SGs input it would not seem that it is 'top end', but these people are not stupid and I cannot accept some of the comments here suggesting or infering that they are. I think we should be focusing on why the VRS NOMAD is not achieving the same level of publicity for VRS and ensuring the market understands where VRS sit in relations to competitors such as Haydale. If this was made clear and was as positive as SG believes, the share price would start to move. I for one, as an investor in VRS and not Haydale, would like to see far more clarity on where VRS sit. I hope there will be some clarification in 6 days time when the latest results are declared. Having a competitor in this field, such as Haydale, with only 17.01 million shares in issue and a share price of 180 -185p, compared to VRS with 105.52 shares in issue and a share price of just 11.5p makes me nervous. Haydale have a much stronger investment engine to raise funding to compete via equity release than VRS by an order of nearly 16 to 1 . Given this, I need to know just how much of different market VRS are operating in.
22/11/2016
11:16
ridicule: I am still weighing the conundrumof VRS versus Haydale. I have done a bit more digging. Haydale curently have revenue of £1.9m with £5.9m of operating costs, delivering a loss of £4m. They are not expected to reach profit until 2018. At the same time they managed to raise £500k on 11 October @160p per share primarily to buy ACM and gain a foothold in the US. This acquisition brings with it an income stream of $2m per annum for the next 3 years, primarily from the sale of silicon carbide. On top of all this, they are pursuing the Huntsman deal whereby they add Graphene resins to the Huntsman epoxy resin. The business model is that Haydale buy the epoxy resin from Huntsman, then add the graphene resin and sell the enhanced resin back to Huntsman to market and distribute. The target market is thought to be Automotive. There are no quantities specified in anything I have read, but they must be very large for Huntsman to be engaged. Haydale admit they are unlikely to be able to borrow the funds required to hold the Huntsman resin stock during the enhancement process and that they will need to raise money via the equity placement route. Their ambitions seem pretty boundless because they are also negotiating a similar deal with the giant Ameantit who lay sewerage pipes in the Middle East that are prone to cracking. The same business model as Huntsman is the route being taken. More bulk resin stockpiles and a further need for working capital. Such an ambitious expansion programme would seem very high risk until one checks out the Haydale financials - only 17.01 million shares in issue and a current share price of 185p. I now need some technical help from SG. Are the GNP distribution patterns, achieved by VRS, created in the manufacture of the Graphene resin, or are they achieved when that resin is added to, lets say, epoxy resin for someone like Huntsman to use? If it is the former, notwithstanding the enormous quanities that may be involved and the practicality of achieving them, VRS should not be a supplier to Haydale because they would be empowering a competitor. If it is the latter, Haydale have a comparable capability to VRS and are a real threat. Turning to the respective PR of both Haydale and VRS, the NOMAD for Haydale is clearly doing a better job than the VRS NOMAD. They are getting them exposure in investment magazines to a greater degree and the newsflow is much more regular, structured and logical. I am not an investor in Haydale but the position they seem to be establishing make me worry somewhat about my investment in VRS. PS The Haydale AGM has just been announced for 15 December.
12/11/2016
14:09
the prophet: Yes, isn't it amazing how a share price mysteriously falls and it turns out the fall happens at the same time that a company is doing the rounds for a placing. Must be pure co-incidence as all the participants are made insiders. And no doubt the FCA scrupulously monitors this sort of activity-NOT.When I say distressed seller, I've also seen cases in small caps where institutions just sell down at any price, they just keep going till they hit a level where someone will lift them. That can take a long time. They are not distressed sellers as such, as they have no desperate need for the cash, but they also have no regard as to what happens to the share price as they want out at any price.My experience is that institutions on board can be a blessing and a curse.
15/10/2016
10:54
superg1: Shavian I'm glad someone else gets it. The big key is the PR. VRS are material geeks trying to run a business and they expect rns news as the way to let the market know. As we know it's only viewed by those following the company which it seems was less than 10. Neill is a material geek and has been in F1 on that side. He and Will are nuts on that side they love it. As you say I think they played an absolute blinder getting 2D tech. Not back door but front door into Manchester Uni graphene and the NGI. Then the Ulster University route how did such a small company get that tech. The answer is they are material geeks and a bit like me they scan the market looking for it. The same goes re copper foam, another scoop via Liverpool university. 6 degrees celcius better than the market on the passive side. A 10c change halves the life of a semi conductor. Do it via added liquid cooling at look whats happens it's something like 10 times the performance. While VS say it in news, first no one is looking and for some they don't understand it either. This was monster news in the industry and as far as I'm aware VRS are the only company that have the capability for high volume very few layer capability. http://uk.advfn.com/stock-market/london/versarien-VRS/share-news/Versarien-PLC-Major-Advance-in-Scalable-Graphene-P/67233303 The resulting graphene has up to 99% carbon and minimal oxygen content, as well as being effectively inert. The graphene also exhibits exceptionally good structure and retains a very high degree of crystallinity ensuring that the risk of contamination is significantly reduced. Graphene performance is dependent not only on the purity, but the number of atomic layers, with a single layer providing optimal performance, allowing the full potential of graphene to be unlocked. Importantly, the 2-DTech production process provides significant amounts of single layer graphene on an industrial scale. I got the news, was happy for the Carbide side to hit the share price and analysts to remain completely clueless as the share price dropped. They did like the presentations though note the share price rise to 26p. That was presentation week. They talked of opportunity then and now they have proved they are right and have commercial capability on heat sinks and GNPs. RGO and GO with an apparent world lead in both graphene products and heat sinks. Not forgetting the plastics too, they must surely have evidence of enhanced performance, if not why acquire AAC and call it the world's first dedicated graphene enhanced plastics factory. All they are missing now is key to short term cash which has many options and telling the market face to face what they have.
10/10/2016
10:33
superg1: Shavian re 1. What caused the sharp falls in the share price in July? Presumably the dilution caused by the fund raising. Look at the timing of the funding and lack of volume to take it down pre that fund raise. Without buyers on the system the MMs could take it down and thus those funds involved in the fund raising 'mysteriously' got a bonus as the share price dipped into the calculation time period for the fund raise. Funny that (you know how it works in the city) 'I'm surprised that VRS has not yet got more of a following among speculators.' Well the few I know that have been following it were keen it stayed that way while they developed. The fact is as I stated the BOD don't shout about what they have so very few knew about it. Then add in the first acquisition of Total Carbide. Note they supply the oil industry and it took a hit. So what most saw was a company affected by oil. Carbide was a bolt on for synergies re the heat sinks, engineering, machinery and the employee skills. The oil industry factor is a major reason imo why some sold out but I was happy to watch that as I knew VRS had some world leads re GNPS and heat sinks. What they lacked (which I was waiting for) was dispersion availability and an outlet for products by their own means. With the acquisition of AAC they not only have the ability to produce and end product they have some big name end customers to demonstrate the advanced material to. I like their strategy of picking up companies with customers in the area they want rather then trying to cold call customers. AAC have spent £9 million on kit over the years so why spend that just for equipment when you can get the whole lot, skills and staff, premises and end users for a hell of a lot less. In the various news and comments it seems to me the end users are there waiting for the advanced materials and VRS had to get to a position of being able to supply it. To me they were lacking ingredients which they have now gained. Why supply others in the game with the apparently best GNPs out there who would then profit from your skills. Best to do it yourself and leave them behind eating your dust. As for funding most AIMs come up with ideas then splurge millions on trying to get the tech sorted and one day get it to market, therefore their main and often only funding option is to dilute. VRS have acquired companies with long track records and revenue. That opens up the option to debt finance with a tangible business plan instead of BS salesman talk. It also has the discount invoice system. So with the cash looking tight and the commensts they were funded the obvious thing to do was look why they may claim that. There are various answers Collaborations and shared costs some already mentioned. Gov grants which they have received in the past and the latest round is going on now. Banking/overdraft facilities (as in news) Discount invoicing as in the accounts. Other options could be customer funding, dilution and so on. It seemed to me it was bottoming out or near bottoming out, but it got here due to lack of knowledge by the market and being completely ignored by investors. I was happy with that as I wanted things to slot into place before they start attracting attention. It has all the ingredients for a flyer. A guy with decades in investing told me his preference. Quiet unloved with little attention, quiet BBs an so on Genuine disruptive technology that must have worldwide capability into as many sectors as possible. A good team behind them. So it's been a dead share, the market missed or didn't understand the news. The oil red herring has kept it that way. The BOD don't shout about what they have (I suspect they are too busy) AND they are just of that nature. Look at the various awards, I don't recall reading about the US innovation win earlier this year and the only Britsh company to feature. So imo a good time to look at it and exchange views with others that may be out there, which I thought was going to be very few. Best to start talking about it while there is an apparent cash issue rather than wait for all the stars to align imo. VRS don't say too much but they say enough in small bits to make it look very exciting on the product side and who is talking to them. I understand just 2 or 3 went to the AGM with 0 last year. I was hoping those guys would join in the debate, I know they are watching and they had 2 hours worth of exchanges. I hope to pick out all the names and hints re those interested in their products from various news and interviews but it will take time.
10/10/2016
07:26
shavian: Thank you Superg1 for a most informative thread. I was steered towards VRS while researching the investment potential of energy storage > lithium > graphite. Very exciting prospects for the companies in this space such as VRS and Haydale. I much like the combination of existing cashflow from Carbide, the emerging cashflow from copper foam supporting the blue sky potential of 2D. I'm impressed with the quality of the main insti investors, Miton and Henderson are a couple of the sharpest fund managers in the UK Smaller Companies sector, and I particularly rate Gervaise Williams of Miton's judgement. Two questions grab my attention: 1. What caused the sharp falls in the share price in July? Presumably the dilution caused by the fund raising. Why no bounce-back on all the good news flow? The CEO seems to be putting himself about a bit now (seminar speaking, Procative Investors etc). I'm surprised that VRS has not yet got more of a following among speculators. Seems like a fair entry point to me, but I'm worried that all this frenetic activity is bound to burn through the cash and lead to further fund raising and dilution. However, all part of the growth curve, it just a matter of when to step aboard this fast-moving train! 2. If the business plans of these leading GNP experts come anywhere near fruition, there's going to be a supply sqeeze in super high quality graphite. Do we know where VRS is sourcing its raw material? No huge quatities needed just yet, but it sounds as if this is likely to change soon. The supply from China is of relatively low quality, and the emerging leaders in large-flake graphite (needed for use in battery technology and nuclear reactors, as well as for graphene) all seem to be Canadian: Canada Carbon, Northern Graphite and Great Lakes Graphite spring to mind with diferent but interesting takes on this emerging story. Probably taking a small maiden stake in VRS later today. Thanks again for doing most of my DD for me!
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