Versarien Share Discussion Threads

[ashehzi] 23/2/2018 09:23

"MJ1023 Feb '18 - 09:20 - 3826 of 3826", we all know prediction is a prediction and may not be a reality. People do out of their knowledge/excitement. Yes, no doubt they go wrong most of the time. For some, perhaps prediction means wish. And we all have wishes.

[volsung] 23/2/2018 09:22

Yes we need a revenue order sharpish. The macro market has turned so investors becoming more risk averse. However the turnaround at IQE shows how things can change quickly in the right direction

[rogerbridge] 23/2/2018 09:21

I do not mind if orders are large or small. No rns for multiple small orders. Neil said his production lads were flat out so presumably we are selling Nanene.

Not liking the share price and I agree with most your comments rid, but I am going to buy more when the price settles.

[mj10] 23/2/2018 09:20

another prediction of a blue day.Thats about the ninth recently.seems to me there are a lot more interested in the current than will admit.
Oh and by the way the previous 8 were all wrong and yes I do still hold

[ridicule] 23/2/2018 09:16

While I accept that a fund offloading produces a supply, we are talking circa 4m shares from an issue of 149m! There is a much wider selling pressure underway and my analysis for this is twofold.

On a 6 month view, many Pis (thousands) are sitting on massive gains. They now perceive a failure of VRS to convert the hope value into meaningful (big) revenue streams as a trigger to go for a ‘bird in the hand’. Remember, the last time a significant order was announced was the £100k aerospace Nanene order in Dec 2016!!

There is little evidence that the AAC and Carbide subsidiaries, either in their own right or in tactical partnerships, are selling Nanene or the ink in enhanced product of their own design!

Both the above factors, coupled with high level of strategic activity that have yet to yield revenue of any significance, are much bigger drivers of share price depression than temporary supply brought about by particular funds. As a consequence the bottom could be much lower than many on this Board are suggesting. We urgently need a large revenue order.

[ashehzi] 23/2/2018 09:15

pshevlin23 Feb '18 - 09:14 - 3822 of 3822
0 0 0
Are Peel still selling Super?

----------------

you meant Miton? Hard to confirm ATM.

Peel at 64 - 69
Sing at 65 - 70

All I can see plenty of mid/decent size buys

[rogerbridge] 23/2/2018 09:14

I can not let this opportunity pass. Those who remember the price when LO changed strategy and got out of small caps. Even now it is a multi bagger for those who had the balls to buy. It looks a very similar situation now.

James Anderson of Scottish Mortgage was giving an interview some time back and at the time some pundits were concerned that the top few holdings were too large and he was taking risks by not selling down. From memory he said that companies such as Alibaba and Tenant were growing rapidly and could see no good reason to sell.I dare say on a bad market day he will buy more. Investment trusts unlike funds do not have investors taking money off the table it just affects the share price and NAV.

I am way overweight in VRS but at these prices I will have to look down the back of the sofa too.

[pshevlin] 23/2/2018 09:14

Are Peel still selling Super?

[phoenixs] 23/2/2018 09:12

DaveMac3, I would think it is a matter of demand. At present they most probably have enough supply capacity with the two machines that they have operating in the UK. Once they see large commercial orders then I would expect larger machines to be brought into the production process.
1kg/shift two shifts/day 5 days/week gives a nice tidy income stream if they are getting £30 per gram

[pshevlin] 23/2/2018 09:12

Where is support now?

[john henry] 23/2/2018 09:10

RSI @ 32 is the lowest level since Sept 2017. 50% Fib retrace of the move from 14p sits @ 66.5p. 200 EMA sits at 46p.
With Miton still selling support will be when they complete the selling.

[eel tamer] 23/2/2018 09:07

I won't argue with any of that, Super, but you do need to bear in mind that presumably a large area is needed for storage of the finished product, even for just a short time. So that 100,000sqm isn't all just machines churning out Nanene.

[davemac3] 23/2/2018 09:07

Thanks Superg1. Has the 10kg scale machine been produced? if so, why can,t VRS make more than 1kg per shift?
ps is there a simple description of the process out there?

[superg1] 23/2/2018 09:04

What I don't know is about the other graphene product HP.

If some recall some time back I talked of VRS waste material. IE the left overs from Nanene production.

I don't know the current yield but on the AAC visit I think it was Craig that suggested 50% yields.

The waste is now called HP which is lesser grade than Nanene but works to some extent, hence they now have Nanene and HP.

[ashehzi] 23/2/2018 09:03

Plus haven't seen big SELL number yet, have to monitor it today to see if big seller willing to sell at these levels / finished / resume later.

[ashehzi] 23/2/2018 09:00

My own modified RSI as of yesterday close is showing 14.29. A bit off than what is in IG.com charts but gives me good indication.

[superg1] 23/2/2018 08:59

Dave

I asked the question some time back. Each machine scale up is 10 fold of the prior one.

So if 1 kg per shift the next one does 10kg etc.

2 shifts 20kg per day for one module. So the scale is only limited by the number and the size of each module. As I recall from way back one of 20kg per day would be under £500k costs.

20 kg per day (2 shifts) would give 6-7 tonnes per year.

I didn't ask re any scale ups higher than that as it was a while back. The modules are not very big. Hence you can fit a lot of those in a 100,000 ft/2 factory.

Demand drives the production rate of course but whatever demand is needed can be met with VRS tech.

[chimpandy1] 23/2/2018 08:36

Just waiting for my pay..... dont bounce yet!

[the stigologist] 23/2/2018 08:34

It could have a positive profit warning. Depends how well the CFO manages expectations.

[club sandwich] 23/2/2018 08:33

just bought £500-worth I found down the back of a sofa - so cue a drop to 60p ;-)

[davemac3] 23/2/2018 08:31

VRS can make up to 1kg of Nanene per day. where is the evidence that the process can produce tonnes of Nanene?

[volsung] 23/2/2018 08:28

Bounced off 68p support. Hopefully a blue day?