Versarien Share Discussion Threads

[superg1] 01/6/2017 21:20

I see Talga are on a trading halt I note they are not fitting the definition of a going concern. EG They don't have enough to last 12 months. Costs £5 to £6 mill per year and cash about £3 mill at the moment.

Should be fund raise news next week. Amazing how they stumbled across a class leading cobalt find from old records released in news just before the trading halt for funding news. What a stunning coincidence.

What on earth is the world doing how have so many over-looked such fab world leading assets even when they had the records. Jeez Talga are lucky, best graphite best Cobalt best graphene., best BS. Best they not take Chris Fay onto the BOD.

[superg1] 01/6/2017 20:54

come on Timbo vote me down again its just us few guys here.

You are a silly sausage at times.

[timbo003] 01/6/2017 20:53

>>>superg

You haven't answered the question

What is the difference between Talphene and Nanene?

[timbo003] 01/6/2017 20:50

What are you on about?

I haven't voted you down, idiot!

[superg1] 01/6/2017 20:42

Thanks Timbo I have you on filter. I dropped the line in the water and sure enough up you pop with just 3 visitors in the timeframe on the flag system.

That would be you, JH and I. Blues are the only ones that can vote down. I won't be so childish on the red thumb. I knew the post would flush you out and you fell for it. lmao

keep the line tight and reel em in.

[superg1] 01/6/2017 20:39

JH

As I said no offence intended but when it looks like it then Imo it needs calling out to clear the air. You may not appreciate the amount of messages I deal with suggesting dark forces at work at times.

Hence the challenge in the open for all to see having noted your action on other shares.

The Aim is just with it's valuations. I have locked IOF and VRS for different reasons but they both have viable businesses that can grow. Unfortunately IOF hit bad luck which was exponentially magnified by a totally incompetent team changing the plan and putting plants in the wrong places.

Unfortunately the market doesn't like revenue as can be seen in the case of QFI Nano and VLS which were hype hopes at the time and were reliant on something turning into cash. Lot's of promise on their highs but the near term big money didn't appear,

Hence AGM can fly high as it has no real revenue just yet and doesn't have a viable tech

I'll quite happily say 'doesn't have a viable tech' in any legal challenge until proven otherwise because if you read it in full they have admitted it, I only spotted the reason a few days back. If they can't sort it or change to something else long term AGM are screwed imo. As they have backing and indirect backing from the same fund (combined over 30%) it doesn't leave a lot of loose shares about. It could take years before the wheels come off as AIMs are great at spinning BS.

As many say they would prefer VRS to be just Nanene and ink in which case it would have an M/C far higher with very little revenue.

[john henry] 01/6/2017 20:29

SuperG holding and havent sold a single share.

[john henry] 01/6/2017 20:25

superG i am not a trader in VRS.i was merely stating that VRS appear to have an awful lot of potential ( jam) however that potential needs to start being covered via a few JV/ contracts ( scone)

BTW your research and comments on VRS are most appreciated. Thank you

[superg1] 01/6/2017 20:09

See what I mean

Two hits from Japan today which is where the CEO is. I told you they are obliged to monitor this thread and they do.

[superg1] 01/6/2017 19:08

My view as in previous posts.

With big names and especially a new materials it takes time to go through phase 1 to get to an NDA. Then the NDA takes time to develop at which point it can turn into a JV, MOU, Heads of terms etc. After that it could turn into something big or nothing all with all options in between.

For raw sales I'm looking for a few kgs this year if they can find buyers which is separate matter from potentially one of many deals that turn into news.

Obviously we talk about graphene but there are other sectors that could see big interest.

My view is in terms of years than demanding news to satisfy a short term trade this week and next week.

If it's a big share price you are looking for then no need for any sales at all just big names. Ask Nano, QFI and many others.

QFI sales to date in the last 5 years 0,0,0, £7k, 0.

market cap achieved in that zero revenue phase in the region of £400 million.

Nano hit near £4 mill revenue at one point but its dropped to £470k. Still sits on a market cap of £100 million. Market cap hit at one point over £400 million.

VLS went to over £250 mill market cap. £-100k in that year revenue but stills sits on over £60 mill now with £1.5 mill revenue.

Loss in the 5 years for them £87 million. Loss for Nano £40 mill. QFI loss £25 mill.

So 3 companies that combined hit £1 billion market value and between then managed to lose £150 million against a combined 5 year revenue of £25 mill.

Now we have some trying to tell (that were pumping some of those) that VRS with over £7 mill revenue and an M/C of £24 million is far too high on the market cap.

[superg1] 01/6/2017 17:42

and just to quote you on OPTI

Don't fret Mazzstar, I received a very sound email from AR. I was concerned, that's why I emailed,More than happy with his reply.
Why don't you actually communicate with the company, then you wouldn't quote so much BS..



ahem!!!! Why don't you email VRS.......ditto etc etc.

[luckyorange] 01/6/2017 16:40

If they are sells then MM's are sucking them up, something in the offing?

[superg1] 01/6/2017 15:01

No offence by the way it's just that I'm in comms with regulators for advice on staying within the regs on actions I'm taking.

That along with having spoken to a someone recently about what life is like on the wrong end of such an allegation.

Last but not least I've been threatened with legal action on posts I made (from a major shareholder) but as I knew they were true it wasn't an issue and they were the ones that got caught out not me.

As posted recently I've moved away from trying to warn PIs and have moved to a more direct action against suspect companies.

[superg1] 01/6/2017 14:34

JH

If VRS is punching above it's weight in the sector what does that say about others, some with nothing other than graphene but near double the market cap.

One in particular can't produce as they claim but they haven't clearly updated the market re that.

I'll work out the figures based on the info available.

[luckyorange] 01/6/2017 14:28

What did Warren say about patience and investing?

It is bloody annoying that tweet lol

[tim3416] 01/6/2017 13:31

A few buys showing as sells for some reason