Versarien Share Discussion Threads

[grabster] 03/7/2018 20:03

Hoverflyman - it would not surprise me if Versarien did float off some specialised divisions if they clutter the plan (including some that don't yet exist but will when certain new materials come into being). But nor would I be surprised if the opposite happened - maintaining every division under one umbrella and even acquiring a few more. ;-)

[chimpandy1] 03/7/2018 19:59

You sound stressed?

[club sandwich] 03/7/2018 19:35

Hover - yes, that's the big question. £1/g for bulk orders? 75p? 50p 10p? Not a clue.

[hoverflyman] 03/7/2018 19:03

Club, I can’t argue with your honest opinion, nor your logic!

What these conglomerates need do is establish cost/ benefit/ marketability ratios for adding Nanene, into which calculations Neill and the CFO will need insight to pitch viable price and volume figures(not that I’m any kind of businessman), which I guess is partly what the collaborations are all about.

Neill I think bought out Total Carbide with a conviction that its copper foam had properties and potential which the previous BOD couldn’t appreciate. I wonder if the same vision eventually persuaded him of the merits of the 2D stable whose full commercial potential perhaps escaped the vendors, but surely there is only so much one man and his team can handle? I wonder if the various 2-D materials will need To be “spun off” somehow and administered/developed separately?

Edit: I’m still intrigued to know how the going rate for volume produced Nanene or Graphinks is going to pan out .. as we all are no doubt.

[dreamtwister] 03/7/2018 18:54

like a irritating gnat....."slap"......now go away before i call pest control.

[club sandwich] 03/7/2018 18:48

So I asked the question:

@neillricketts @MattWal79512221 I wonder, is the proposed establishment of a HK 'arbitration hub' in any way connected to Jinan negotiations? IP concerns and VRS's valuation seem to be two sticking points - that might help address the former?

MW liked it - make of that what you will...

[club sandwich] 03/7/2018 18:43

SG best placed to answer that. My own opinion is that if they're not alone, they're certainly a member of a very select club...

[kemorkid] 03/7/2018 18:41

Simple ? Here .
Is VRS the only producer of this unrivalled
product .

[club sandwich] 03/7/2018 18:13

Obviously others may disagree, but I don't find the scenario I outlined above too far-fetched. As to when it may happen I really have no idea - but assuming some of the collabs actually work out and result in orders, I would expect those that bite to go all-in to gain a competitive market edge, and to roll out nanene across multiple product lines. End of next year? End of the year after? I don't know, but certainly my own view is that £20 or more could be achieved medium-term (say within 3 years?) rather than 'very long term'...

and of course I didn't mention any of the other 2D materials: hexotene, MoS2, and whatever the boffins release from the labs next. However many other true graphene companies there are out there (not that many, by the looks of it), there are even fewer making these other 2D materials as well. And NR has said he thinks that some of them could generate bigger revenues than nanene itself.

This company is a goldmine, and I don't think it's a small one. Whether it's large, very large or the largest ever discovered only time will tell.

All IMHO, obviously.

[lovat scout] 03/7/2018 18:12

Probably a late reported trade from this morning- some idiot forgot to book it no doubt!

[moljen] 03/7/2018 18:08

Presume the last trade reported at 16:51 as a sale at £1.31 is an error. Thoughts or comments anybody

[superg1] 03/7/2018 17:58

The market is sitting on record levels of cash.

Some years back it wasn't and shares like Nano went to over £400 mill market cap due to tech that may give TV screens a better look.

Graphene does that and a few 1000 other major uses, many of which will transform industries.

Yet they drone on saying "why is this so high".

Go figure

They chuck in lies to scare investors and the vast majority tell them to take their lies elsewhere.

They get info here for free giving dozens of reasons to fear being short but they still do.

This has been going in since 10p. Not very frigging smart are they.

[sonsonnyjim] 03/7/2018 17:56

Hahaha superg

[superg1] 03/7/2018 17:50

pshevlin

£20 on it's way to you now.

[club sandwich] 03/7/2018 17:48

"£20 is surely a very long term goal, it's stuff like that which makes people wonder about ramping, a lot needs to happen before we get there"

there are various ways of valuing companies. One is EBT, another is multiple of revenues (and there are still others).

Imagine if 3 very large companies - say Unilever, DDP and another the same size - each put in an order for 100T of nanene. They wouldn't be one-off orders - Unilever doesn't just make a batch of plastic bottles and that's it, they produce them continually - they'd probably be repeat orders every year or just a continuous supply agreement. Imagine if VRS could charge £1m a T (£1/g). That's £300m a year revenue, or (on a x10 multiplier) a MC of £3bn.

Lots of variables in there, of course - how many Ts a client might take (NR suggested a Unilever-sized company might need up to 600T), how much VRS could charge per T - but it's by no means *complete* pie in the sky. And VRS is in talks with a lot more than 3 collaboration partners *so far*. And then of course there's graphinks, India, Jinan...

NR said in the last podcast he has *no idea* how big VRS could get. Who knows best - him or you?

[pshevlin] 03/7/2018 17:34

sonsonny. It would take at least £20 to separate me from my shares.

[superg1] 03/7/2018 17:32

We have had a major buyer or two since the last week of May. We have also had a seller in the same period but the share price has doubled.

Big holder final sell points are known IE down to zero, buyers limits are not known.

The churn rate is still good and we are still flipping through collaborations where a few said such news will not move the share price

[woodpeckers] 03/7/2018 17:24

Advertising for a new Production Operative

[dmorty87] 03/7/2018 17:23

I'm sure there are company's out there looking at Vrs and thinking about a takeover bid before it's worth to much money.

[sonsonnyjim] 03/7/2018 17:17

£20 is surely a very long term goal, it's stuff like that which makes people wonder about ramping, a lot needs to happen before we get there. I would be very grateful to the team if they manage it ;)

[club sandwich] 03/7/2018 16:36

Johnveals - I think you may have hit the nail on the head ;-)

[club sandwich] 03/7/2018 16:35

Tmoon - no, not fully recovered, but on the mend, thank you.And I'm expecting a lot more than £20 long-term. I really don't think the U.K. gov is involved because they think these deals will be worth millions or tens of millions - I reckon they're thinking in terms of hundreds of millions or billions (at least eventually, if not initially). £20 is a marcap of about £3bn - that will be a useful start but if everything comes good I'm expecting many multiples of that eventually. That 'if' is, quite literally, the $64bn question ;-)

[chimpandy1] 03/7/2018 16:32

Bid 140 ask 144 ;) and a new all time closing high might I add

[festario] 03/7/2018 16:31

But every sell is commanding a little more money, so there is an off market buyer.Prepare for a late reported buy, or several..... and another tick up at 8am tomorrow whether there is news or not.