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[spike_1] 28/6/2018 11:21

wooly - best sg answer that one, they are not made in this country, and at the Investor Day (ID), he said they were considering manufacturing their own, which would be a tweaked version of the currently available 'off the shelf' machine.

However the machine, is only part of the story, the know how, and secret recipe, are all parts of the jigsaw.

By the way, for some reason no one here discusses it, but the ID presentation slide indicated that when VRS were testing and taking delivery of their latest machine, they had also 'tested two sister machines'.

Speculation would suggest they have now been delivered (although not RNS'd), or more likely in my opinion are still owned by the manufacturer but reserved for VRS to use in - say ... China? It's around £500k to get a single production line up and running I believe, and the waiting time for machines is around 12 weeks (however this may have changed since the ID.

Best wishes - spike

[richie32] 28/6/2018 11:12

I wouldn't underestimate the deramper (reverse) signals from a few days back.

I don't buy the theory that the deramps are from deranged nutters. Your average deranged nutter would surely not seek out a stock buying board!

A few comments on one board will not do much, but someone may think that a concerted effort across many outlets may make the stock temporarily cheaper.

Question is, were they going short or did they want to get on board cheaper. Could be both of course but I suspect it is normally the latter because I have seen the pattern before whereby a deramp campaign is followed by an share price rise.

Although I could be imagining it, I think concerted deramping is a decent reverse signal of an impending rise

[spike_1] 28/6/2018 11:10

Mike Brenner:
I'm curious: re your twitter to Neill: do you know how much notice you will be able to provide PIs before for the dates / location of the annual results in July?

I don't understand 'location'? Surely it simply comes out as an RNS, or are you assuming there will be a phone-in Q&A session, and possibly Insti' presentations?

Cheers - Mike

[woolybanana] 28/6/2018 11:05

Thank you Spike, a follow up question, svp.
So, do VRS make these machines themselves? i seem to remember that they took delivery of one a while ago, implying that thay a4e made elsewhere. How secure is the company which makes them, either to buyout or takeover or security?

[alchemy] 28/6/2018 10:58

One MM may be under instructions. But he don't know .

[spike_1] 28/6/2018 10:55

woolybanana: re your:

I understand that the production process for nanene employs a machine of some sort. Can anyone tell me where these come from, who makes them, svp?

That's not a question your going to get an answer to ;0)
At the Investor Day recently Neill mentioned that only 5 people in VRS have access to the area where the machine/s are.

Having said that sg (superG) was allowed to see the smaller machine in operation some time ago, and Neill told a handful of us in 2015 he could show it to us but then he would have to kill us, he was joking of course ...... probably ;0)

Best wishes - spike

[squire007] 28/6/2018 10:55

I'm not swapping between the 2/3 just have all my dosh in VRS,IQE,IOF !!!
Now I need to learn to stop looking ......... lol

[ellissj] 28/6/2018 10:51

Indeed, twitter is all free research in my view, notably into the good character of neill imo. Glalth. Best ellis

[richardc77] 28/6/2018 10:39

Squire, I hold a decent holding in IQE from 20p ish, their issue was they rose too quickly and at £1.80 it was an obvious pull back candidate. There has been industry rumours of supply chain issues that some choose to believe and an orchestrated "duff up" by much larger shorts (ie not Tim Kempster and a few other chaps). The other issue for IQE is that they don't release much news as it's all covered up in NDA's. 2019 will be a huge year for IQE (5G isn;t even factored into future earnings) and the share price will no doubt be in the £2+ level imo, so I'm not bothered again by the short term noise, however my horizon is longer than some guys, because I have hopefully a fair few decades left to live and no immediate need for the cash. Both companies will be (and already have been) great investments.

[chillpill] 28/6/2018 10:33

TK came on the scene at 60p. By all accounts lost quite a few Bob.

[woolybanana] 28/6/2018 10:31

There does seem to be a broad link between VRS and IOF prices; one rises, the other falls and vice versa. Are many holders jumping between the two?

[dreamtwister] 28/6/2018 10:30

tut..tut... language ! rocket fuel please take control of your frustrations.would you like a tonic water to cool down.

[squire007] 28/6/2018 10:30

Tell that to IQE ...! but agree with you ..

[richardc77] 28/6/2018 10:27

Re Tim Kempster, as Neill pointed out on Twitter, how much do these guys make shorting? I would imagine they look to make small gains controlled by being strict about what they win or lose on each one, so doubt he has made big sums shorting VRS. Most full time semi experienced short investors have discipline otherwise the amounts you could lose shorting would/could wipe you out. I have come to view them as mostly an irrelevance if your time horizon is not just "short term", because the company will be worth its due mid to long term if it delivers...simples. If they make their bit along the way, good luck to them frankly but I doubt they influence the mid term company share price of a company that delivers.

[rocket fuel] 28/6/2018 10:27

Normal service resumed.. 200-250 trading range just around the corner.

[1crackupboom] 28/6/2018 10:26

This is rising despite the millions pouring into UKOG.

[squire007] 28/6/2018 10:26

Yes, it's as hot as SA here ...;-)

Seems as if one MM knows news coming ..!

[woolybanana] 28/6/2018 10:26

I understand that the production process for nanene employs a machine of some sort. Can anyone tell me where these come from, who makes them, svp?

[skyliteandy] 28/6/2018 10:23

Well just back from SA, anything to report folks?

[herschel k] 28/6/2018 10:21

I like the fact that Tim asks the questions of Neil - if no-one did, we wouldn't get to see what a great CEO we have and people might ask themselves if everything is too good to be true.......

As it is, we know it isn't.

:-)

[grabster] 28/6/2018 10:18

Tim gives NR the opportunity to put across some points that might not otherwise be heard. Tim bowls his feeble deliveries, Neill whacks them towards the boundary, and out of the ground for the occasional six.

Tim is not a good bowler.

[owenga] 28/6/2018 10:18

Wow, what is going on with the share price today..Very pleasant reading!

[chillpill] 28/6/2018 10:18

Tim Kempster's own professional risk managment is to be questioned imho.

He might look v stupid in a year or two.

[axotyl] 28/6/2018 10:06

And if he was visiting, I would make sure he scrubbed his toes....or wear flippers for safety...