Versarien Share Discussion Threads

[andymoore07] 19/7/2018 11:25

How long would the analysts briefing typically last? Anybody have any experience

[squire007] 19/7/2018 11:23

Pirelli ............ Mmmmmmmmmmm ????

[club sandwich] 19/7/2018 11:19

grabster - don't think that's sample or test levels, IMO that's production levels...

[20pc] 19/7/2018 11:18

Perhaps we are planning to issue free earphones to everyone with a subliminal message saying buy VRS over and over.

[runthejoules] 19/7/2018 11:17

Thanks Spike, that is useful info. Hope your s/b has recovered. That's nowhere near my league, I'm looking at mortgaging my existing property & using my ISA as Collaterol - about £375k total plus rental income from my current one. Has anyone successfully used an ISA for collaterol? Sadly I don't think I have a very good credit rating as I've never been in debt!

[rocket fuel] 19/7/2018 11:16

Let’s be totally honest here dreamy.. you are an embarrassment and a total failure!

You opened a short here at 60p on Yodhas shout and your daily bashing mantra was the anticipation of dire upcoming results that will finish the share price off, once and for all.

The share price has more than doubled since you jumped on Yodhas nightmare call to “short at 60”

The results have landed, the share price is strong and you look like a bumbling buffoon!

We are heading towards the 200 trading range going forward and into the 500 plus range after we press the flesh with our friends in China.

[grabster] 19/7/2018 11:12

3 tonnes is a lot if just for producing test quantities for customer trials and the like. I guess it does also allow for some production quantities too, for several manufacturers close to base - including Aac Cyroma of course (36 miles).

[club sandwich] 19/7/2018 11:10

"BUT the 600mt is exactly a number that could come up for just one customer with one product, I'm not guessing."

we don't need to guess: NR explicitly said it in a tweet in response to a direct question from me. Of course that is only *his* guess, but I would imagine his guess is a lot more informed than ours...

[20pc] 19/7/2018 11:06

They just keep on surprising us superg, i nearly choked on my cornflakes when i saw the 3T.

[grabster] 19/7/2018 11:02

Nobody expected the Spanish expedition (to misquote the famous line). I look forward to finding out its purpose ;-)

Of the various suggetions here yesterday, CT Eng and Airbus sound likeliest - but so many other possibles.

[superg1] 19/7/2018 11:01

Battery don't mention 600 tonnes casually. :-)

600 tonnes at £1 to £5 per gram is £600 mill to £3 billion. Todays share price represents £12 mill to £13 mill profit on a PE of 15.

The forecast demand in a few years is 35,000 tonnes.

BUT the 600mt is exactly a number that could come up for just one customer with one product, I'm not guessing.

Hence I look forward to the future. I was going to hope for sales of 10kg to 100kg for the next financial year but the 3 tonne comment has my head spinning, so I have binned the 10kg to 100kg thoughts for now.

That's ignoring ink and hexotene.

[andymoore07] 19/7/2018 10:58

Also, let's not forget what yesterday was all about, he would not have gone through all that for nothing!

[ayl30] 19/7/2018 10:48

Positive write up in Motley Fool this am. Summary as below

The company’s exciting potential has undoubtedly attracted my attention. The recently reported breakthrough in incorporating graphene nano platelets into power storage devices, increasing the storage capacity of batteries, could be a multi-billion dollar opportunity for the group. This would make a relatively small £3m fundraising seem insignificant in the long term.

So, considering all of the above, I believe that today’s decline could present an excellent opportunity for risk-tolerant investors to buy into Versarien’s growth story.

[battery] 19/7/2018 10:47

ChillpillTim not seeing the bigger picture and thinking for himself is ironic given the name of his one-man band company.

[rheumking] 19/7/2018 10:45

Also this I think is a big hint ie we wouldn't have done this unless we were expecting big orders 'Shareholders will be aware that we take a prudent view on capital commitments and scale-up as and when demand dictates we do so.'

[chillpill] 19/7/2018 10:38

Had a quick twitter moment. I see Tim Kempster is being his predictable self.

Think the BIG picture Timmy!

A suggestion for his Epitaph: The Management Consultant with little vision.

[battery] 19/7/2018 10:35

The 3T expansion is for in house manufacture. That will be for sample runs and small scale local manufacture only.If (when?) we land a 600T order that would surely require a manufacturing plant to be setup locally to the customer for logistical reasons alone (600T at 38k barrels per T is 23M barrels!!). If it follows the Chinese process the customer will buy the machinery not us. So expenditure for a massive expansion such as that will be minimal.

[1teepee] 19/7/2018 10:34

How come ?

[anotherdrink] 19/7/2018 10:29

'that will see our graphene capacity reach a maximum of almost 3 tonnes'. With the correct funding mix just where will our upper capacity limit of tonnage reach? Collaboration results first, then.....

[grabster] 19/7/2018 10:29

Tim Kempster continuing to struggle - scoring no points at all in his ongoing attempts to catch NR out. He'll never learn. ;-)

[willoicc] 19/7/2018 10:28

Then we need a lot of machines.

[20pc] 19/7/2018 10:28

I see VRS capacity as their own personal stash, any huge orders could well end being produced at the manufactures own premises. It doesn't take long to set it up.

[djabel666] 19/7/2018 10:25

FYI, there is no stamp duty

[club sandwich] 19/7/2018 10:23

What I don't get: 3T is great and all, but what if Unilever places an order for *600*T?

[peterburn] 19/7/2018 10:22

Indeed Superg1
re your 21955 replying to my 21950

The Graphene was supplied for "Testing" in tyres.
Hoping that this can lead to a quicker positive outcome for VRS from the testing, than might be the case with a Collaboration.