Versarien Share Discussion Threads

[compoundup] 05/7/2018 11:45

Serratia & cdub1 - the thing about concrete is that there have been a lot of problems with new techology relating to cement additives and replacements viz. high-alumina, PFA, etc. Because of the way concrete hardens exponentially over time, it can be a very long wait to see the outcome of tests.

PFA in particular was about light-weighting (as well as using up the by-product of coal fired power stations - which are getting scarcer). At first sight you might think that whatever % cement you can replace with a graphene-based additive represents weight saving and thereby haulage costs but I think this will be outweighed by the natural resistance to change of an industry that has tried to innovate in the past and run into problems. Don't just take it from me. I have a pal who runs a multi-million pound firm of Consulting Engineers which designs a lot of concrete structures and this is a reflection of his reaction to a similar article when we discussed it last April. IMO take-up in this sphere will be so slow as to have no impact on the market for graphene in the next 5 years at least.

[club sandwich] 05/7/2018 11:43

fuji - you've made your point, and I've explained why I disagree. If you carry on I'll put you down as a deramper and filter you.

[fuji99] 05/7/2018 11:42

CS - Addiction to something is not good for business including Tweeter ...
Why ? Because it diverts your attention and concentration and you could make many mistakes especially if you act in bursts according to the "mood of the moment".

[chillpill] 05/7/2018 11:40

One thing on results I would note is that several things have to be considered before they are released. For example, sorting out meetings with fund managers/major shareholders directly after announcement of results. Also Arden,the new brokers,no doubt have been preparing an initiation research note so along with the audit and Summer holidays.

The list goes on but there are quite a few things that go into determining the actual date results are released.

[ch1rp] 05/7/2018 11:37

Help ma bob mate. Even if your nonsense were true, Neil isn't the company. There is the most massive team of experts and advisors going on here. wake up:)))

[hew] 05/7/2018 11:35

Lovat Scout, I endorse your rec re the talgarntom tweet about the Baillie Gifford article. I still stumble around on twitter, and took a while to reach the article itself. Direct link may help others.



And re comments above on Neill's approach (Spike the last) that article resonated for me.

[fuji99] 05/7/2018 11:33

Spike_1: You are right; I've never met him. My point was that he could easily appear too naive. I agree he is a workaholic and a non-stop fighter from all his travels, connections and the way he markets the company and its products but I am afraid he could easily be sucked into something that could indirectly harm the company. I am thinking about the competition and those who would love acquiring it for a penny.

[club sandwich] 05/7/2018 11:27

fuji - we all agree that NR is different in terms of his integrity, honesty, unbelievable work ethic and directness with s'holders. If part of that difference is his use of Twitter then that's fine by me*. I'm absolutely convinced that he doesn't spend time tweeting he should be spending working. If he stops delivering then your criticism may have merit, but no sign of that so far.






* But then I'm biased, I like Twitter ;-)

[spike_1] 05/7/2018 11:17

fuji - you've obviously never met Neill.

[fuji99] 05/7/2018 11:16

MJ10 - Thanks. It is not a fundamental criticism but this could blow out of proportions if he is slowly sucked into this cat and mouse trap.
I only hope he is surrounded by good advisers because for someone who could be the next Dyson or Branson it is a bit at the low end of behaviour.

[spike_1] 05/7/2018 11:15

Re: VRS and Twitter, Neill (CEO) is very smart and enjoys 'people' and is unbelievably people friendly, thus he gets a lot of entertainment value from Twitter and when it tests him i.e. Tim Kempster for instance, he does some homework/research (which he enjoys) to ensure that he ALWAYS can outwit any shorter with accurate info'.

He only posts when he is bored - say at home working on his own - or waiting at an airport / station, or in a car / train. For him it is intellectually stimulating.

Don't you think it's useful for Neill to show a pic of him and Matt outside no.10 which he cheekily but not inaccurately refers to as 'VRS London Office'?

Or pic's of him in China being wined and dined by VVIPS, etc etc.

His whole approach to PI's (including now this Golf) is one thing that makes both him and his company unique.

Best wishes - Mike

[grabster] 05/7/2018 11:10

anley - ?

Year End was 31 March, and those Full Year results are expected this month (anytime after middle of next week). Monday's rns announcement was headlined as a technology update (which might arguably be to differentiate it from a trading update if there was to be one - so perhaps there still might be but seems unlikely this close to results). Half Year to Sept 30 is hardly likely to be something likely to be addressed until long after these FY results are out.

In answer to someone's tweet asking if company would be announcing an exact date for these immininnt results, NR simply responded 'Soon'. But I took that to probably mean the results are out soon, rather than soon announcing an exact date for them.

PS: the company can of course delay the results for several more weeks if they wish (to maybe incorporate some latest news within statement perhaps) but I don't think that's likely.

[chillpill] 05/7/2018 11:09

No results be in the next few weeks. I think will be largely irrelevant unless costs have blown out of control which I bery much doubt.

NR hinted they would be reassuringly in that respect.

Existing business by all accounts going well. Graphene side has 10 relatively expensive people, lawyers fees countered by sale revenues that might be recognised up to 9 months later.

[sonsonnyjim] 05/7/2018 11:07

The trolling of shorters on his twitter is a bit odd for a.ceo but I'm more interested in the company's prospects

[mj10] 05/7/2018 11:02

Fuji
as I have said before I am with you

[anley] 05/7/2018 11:00

I was wondering if VRS were going to give shareholders a trading update prior to the final year end figures being released before September?

[fuji99] 05/7/2018 10:52

CS - From what you report (in 19899), I personally don't like to see a CEO of a company with a huge potential - where I am invested - displaying a behaviour similar to a that of a teen hooked on his mobile exchanging stupidities all day and night with his friends and girlfriends.
He must be concentrated on the real work to deliver good contracts and numbers otherwise such behaviour will look very unprofessional and childish. Playing with "guess work.news" with known/unknown people in non-stop tweets is not normal.
Can one imagine the CEO of ARM Holdings playing such games.
As Mac Enroe used to shout: Let's be serious man ! Otherwise any seriousness in the business will slowly and surely disappear and one could imagine the result.

[club sandwich] 05/7/2018 10:48

cdub - well NR did say 44m ago:

"The problem has been quality and quantity for such large industries #nanene"

and that was in response to:

"Carbon reduction through improvement of concrete is a huge agenda item in the industry. I imagine you are look at using graphene as an additive to improve strength?"

so draw your own conclusions...

[grabster] 05/7/2018 10:48

CS - I love concrete (not many people share that love! I used to enjoy reading Concrete Quarterly magazine), but as I understand it (and I may well be wrong) the grade of graphite derivative best suited to the enhancement of cement and concrete is not purest grapheme, but is material that Versarien's lesser rivals are capable of producing.

I would be happy to be corrected if that's not so.

[potsol] 05/7/2018 10:48

Superg1/Chillpill need a Gazza '90 or Owen '98. Rashford has shown glimpses but not exploded on the international scene (yet!).

[cdub1] 05/7/2018 10:47

Surely guys you would only use multilayer in concrete, not Nanene? Unless of course it’s very small scale structural components or you only have to add a small percentage (under 0.01 %). There are numerous tinpot providers of multilayer across the world, I can’t see much value added to be gained from the concrete market for VRS IMO but I haven’t looked at the science properly, so I am only predicting.

[sonsonnyjim] 05/7/2018 10:43

Speculation but if a small profit. What impact on share price do we expect

[club sandwich] 05/7/2018 10:40

Well Jinan/China better be done and dusted by the golf day, or the conversation is going to get really boring for Neill real quick ;-)

S'holder 1: Neill, what -
NR: No, can't say.
S'holder: But-
NR: No.

S'holder 2: It's your sh-
NR: NDA. Can't say, sorry.
S'holder 2: I just-
NR: No, sorry...

...and so on...

[superg1] 05/7/2018 10:39

Chill

Snap, I think the whole country is.