Versarien Share Discussion Threads

[superg1] 15/3/2017 16:53

So how much do you think it costs to produce GNPs for many out there and VRS.

No answers from the open days folk please and it's well below that now BTW before they scale up.

I won't be giving the answer I'm just curious what people that haven't engaged the company think the costs are.

Do the armchair guys think of rows of machinery and NBC suited staff in some sort of sterile environment. If you do then you'd be a country mile off reality.

[superg1] 15/3/2017 16:47

How about this one.

The whole group overall was profitable in January.

Hmmm said some shouldn't the Nomad rns that. It seems not.

Probably due to fund raise and mates to look after.

[superg1] 15/3/2017 16:29

BTW

The guys I spoke to are related to a subsidiary of the main company but still turn over $25 billion per year. The main company is a lot more.

As for the city and their knowledge of share I think you are extremely naive there.

I know as I had an analyst Nomad and a very well known fund manager on the phone desperate not to be embarrassed in an interview as they could answer basic questions on a company they had significant holdings in.

I have comms with one analysts who has just left a fund and others, they tell me how shockingly poor the city is on understanding of shares.

All that matters in the city is BS on top of BS, reality and what a business does really isn't important.

They city runs on lies deceit and screwing each over, it's all about money.

As my friend keeps saying why let the truth get in the way of a good story.

I keep saying take the opportunity as and when to speak with the CEO. No need to buy what I say. There are some factors which would stun folk and blow their socks off but it's up to them to find out not me spoon feed it, then lose trust and integrity.

[superg1] 15/3/2017 16:14

Been out all day

Rid I said there is a Goldman sachs limited circular report. It has all UK graphene companies in it besides VRS who are absent. They did list the cambridge ink though as very ineteresting

There have been various others reports on graphene sites over timee that do not mention VRS but mention the others, That has started to change.

Then if you speak with the CEO you will hear him say since the Nanene launch they have had enquiries from companies they have never heard of. Companies that were looking for graphene but had no idea about VRS until they launched Nanene.

Then in recent weeks I was at for an hour in meeting with two guys form a very large company who were looking at graphene in composites didn't quite understand it, were very keen to look at the performance enhancements but has now noted VRS in recent times.

There is a long list.

Unilever was a surprise to me but now I can see why they are talking to VRS due to the bits posted.

That's about as much as I can get way with saying.

You can lead a horse to water.

[anley] 15/3/2017 14:38

On offer at 14.36 @ 15.40p so picked up a few as sellers are the ones selling out as the price did not give some punters enough margin - so in a way they have been stopped out.....................

[phoenixs] 15/3/2017 10:03

That is encouraging. Miton have taken their stake above 3%. With Herald over 5%, we have two really good funds in VRS, not the City Finance in and outers.

[john henry] 15/3/2017 09:35

have a buy order placed @ 15p.

[superg1] 15/3/2017 09:31

Rid

So why I have been sat in certain circs where I hear directly from some significant others that they have no clue.

Those are the things that I can't state and have to take it on the chin.

You are ex Mod you know what I mean

[anley] 15/3/2017 08:29

I agree with the last point.........an indication as to how the business is doing now and what may happen over the coming months would be a real help.

Positive new will bring in the buyers..................

[ridicule] 15/3/2017 08:21

Interesting Haydale announcement today. I know you do not rate ACM SuperG, but they seem to be doing rather well. Haydale only bought them last September!

You are a very good researcher SuperG, but I just do not buy your assertion that VRS is undiscovered. The market knows everything these days with the unprecedented internet access and You tube. One only has to enter graphene into You tube to find them.

We need some further news on orders.

[superg1] 15/3/2017 07:25

Shavian hence the question mark I did say many don't know VRS do graphene and they missed the other sectors. No doubt some 'professional' set up did that.

On I among others was asking VRS the other day why bother to have a broker and pay a PR company.

Has anyone found those of value in any share they have been in.

[shavian] 15/3/2017 05:49

They don't get it, do they? If it was only heat sinks, they might have a point.The footer to the video quotes Benjamin Graham, who would probably also have said: " A little knowledge is a dangerous thing"

[john henry] 14/3/2017 18:12

Volume distorted by the 2X 500m rollover.

[shavian] 14/3/2017 17:09

Big volume, almost all buys, price gets held down. Big bucks coming aboard?

[skylite] 14/3/2017 17:08

We're looking for him as I type but I think he hot footed it back to the Set before we could get to him.

[superg1] 14/3/2017 16:28

Skylite

Have you noted my 1st, two 2nds and a 3rd from random name picks, just one blank so far.

I must be well ahead of Rik on points.

[skylite] 14/3/2017 13:48

Well Rik's picks are off to a flyer, not. Keep the faith, it'll come good he says. It's been 6 years mate!!!!!

[superg1] 14/3/2017 13:36

About 4000 women just one then. They pick the grey horse, always do. lol.

[superg1] 14/3/2017 13:22

Sky

Go tot be Melon hasn't it in the 1st re using the lucky pin on suitable names.

Continuing the theme

2nd race Cloudy Dream

3rd Noble Endeavor (still dreaming)

4th Moon racer (Yep still dreaming)

5th Apples Jade. (silks a nice claret)

6th A genie in a bottle (he needs one)

7th Double W's (what he'll be drinking after his bad luck)

[luckyorange] 14/3/2017 13:07

A 500k buy and a deleted trade, they got the price wrong?

[superg1] 14/3/2017 12:50

BTW the 1 million looks like a 500k rollover due to the same time at slight price difference.

I did wonder after the gym why the volume had jumped by 1 million.

[superg1] 14/3/2017 12:49

Sky

re

'Champers on Ice and Doctor Harper both to win the Ultima Handicap'

I should get quite a good price on a dead heat, I'm on it now.

[skylite] 14/3/2017 11:22

Rik's tips, he's nearly through Rioja bottle number 2 so getting quite loquacious ;
Bunk off Early and River Wylde both to win Supreme
A Hare Breath e/w in the Arkle
Champers on Ice and Doctor Harper both to win the Ultima Handicap
Footpad e/w in the Champion Hurdle
Edwulf to win and Tiger Roll e/w in the NH Chase

If anyone is in town for the races and fancies post meet drinks do come down the Set.

Rik pushes the boat out for race goers, free tapas; last year several bowls of cheesy wotsits, pickled eggs and something in batter (we think)and some of South Cheltenham's finest ukulele players murdering Pink Floyd classics - oh and a friendly game of darts where you can witness first hand Rik's infamous wine induced dartitus. Should be on everyone's bucket list.

[superg1] 14/3/2017 09:09

Oh Sky

I backed his hot tip after the last visit and I think it came 2nd from last. :-)

Harry topper did Long run though so that was fine. Lady in my pub heard us chatting bout the race and unbeknown to us has half of Newcastle following our tip. Luckily he won by a nose (long run race) as I understand the Geordie lot were mean and hairy.