Versarien Share Discussion Threads

[sonsonnyjim] 22/7/2018 19:51

Club - we've been told 2 months untill results of collabs right, I imagine that includes probability of entering the market

[ic0gcds00] 22/7/2018 19:50

Tomorrow would be nice

[club sandwich] 22/7/2018 19:49

sonson - no way all the collabs will place orders in the next 2 months - the ones that do arrive (and that is unlikely to be all of them) will be staggered over time. Personally I'd settle for one big one this year!

And of course there's always China...

[1retirement] 22/7/2018 19:48

There is Tim Kempster appearing as Loglorry1 again. Things are definitely getting desperate! Hiya Tim, you getting worried now? Imagine going long on BLVN when it was £8 and short VRS at 60p. You must be having a barney every evening with the wife over those calls?

[sonsonnyjim] 22/7/2018 19:46

Well the next 2 months seem key, results from collabs. If most make orders up we go, if none do down we go

[club sandwich] 22/7/2018 19:42

Sonson - totally with you there. I really would love to see a blockbuster RNS and the share price suddenly go up 100p or more and keep going. Vermin like TK deserve to lose everything - house, business, the lot. Maybe then he'd learn some humility and become a more reasonable human being...

[club sandwich] 22/7/2018 19:38

Ff - "Disappointing article what's wrong with people ."Well we *know* what's wrong with people;1/ they're thick 2/ they're short (see 1)

[turbocharge] 22/7/2018 19:38

Couple of reviews from Yell.com on the service provided by Thinking-Machine Ltd, the company which TK runs:

BlackRug31, 06 Feb 2018
Daft, arrogant, ignorant owner
Very bad experience with owner Tim. Would recommend that you avoid.

GoldKeys56, 19 Jan 2018
Avoid this company and Tim in particular
Awful communication from owner Tim Kempster, a bad attitude and a nasty character.

Work was of a low quality and research was not only sub par but, expensive too.

Avoid!

Two more from Thomsons Local:

Waseem Shak in Newcastle, 20 Jan 18
Terrible experience. Wasted a lot of money engaging with Tim Kempster. Would recommend people stay well clear

Brian Holland in Scotland, 19 Jan 18
Terrible experience with such a vulgar owner. Tim Kempster's work was terrible and not only that but expensive. AVOID!

[sonsonnyjim] 22/7/2018 19:37

If China gets announced I'll enjoy the shorters melt down more than the share price

[redchef] 22/7/2018 19:26

Hmm Dim Tim (Kempster) Loglorry writes quite eloquently at first but at the first mention of Shareprophets I switched off. Anyone willing to associate themselves with that bunch of derampers screams "caution you are about to hear diatribe from an organised shorting gang of weasels"

[a_game] 22/7/2018 19:23

Evening all - my gut feeling is we're going to have a cracking week ahead. Technicals look good and who knows what news may land at what point. All we know is Neill & the gang have been very excited the past few weeks after multiple meetings at No10 Downing St and in Canary Wharf...

Something big is brewing here and the moment the market gets a whiff of it, we'll be flying through £2.

[luckyorange] 22/7/2018 19:20

RSI looking fine and MACD turning to the upside, will be very interesting when the 3T capacity is explained .

[tim3416] 22/7/2018 19:17

#####FALSE NEWS THREAD####

[axotyl] 22/7/2018 19:14

DimTim's back, spamming the VRS boards as loglorry....licking his wounds from Twitter?

[tim3416] 22/7/2018 19:12

####FALSE NEWS THREAD####

[1retirement] 22/7/2018 19:09

Cynical Bear agreed in a twitter exchange with someone on Friday that his first piece was not independent and free of bias, says it all really.

[forestfred] 22/7/2018 19:09

Cynical Bear is just so impartial... not ...
such a shame .

A new British Company supported by uk government ect .. A British company with great prospects being slated .
Typical ..

Disappointing article what's wrong with people .

Whats their agenda .

Would be nice to ask for the positives , from the author , then again , why bother respect has to be earned .

Ff

[loglorry1] 22/7/2018 19:05

From Sharephrophets

Having stuck my todger in the hornet’s nest as Tom so eloquently put it with my first ever piece on Versarien (VRS) (HERE), I thought I would dig a bit deeper into the products as perhaps one can make a case for a £200 million business after all?

Never afraid of undertaking hours of research and digging through countless annual reports and company updates, I thought I would see what statements the company had made about its company-making super-material. I managed to uncover the following:

The product is 3-10x more effective than its competitors and has a “range of advantages being low-cost to produce, with high margins, and a manufacturing process which is robust, adaptive and highly scalable – factors that the Directors believe sets the company apart from its competitors”

The company goes on to state that the global market for its product is estimated at $6.8 billion and forecast to grow to $11.1 billion over a five-year period. Well that’s certainly an encouraging start as it is clearly a massive market and, apparently, Versarien has significant advantages over its competitors but what about commercial opportunities?

That’s great news too as I read that it has 26 development projects in progress, three of which are backed by grant funding. Wow, 26 projects on the go is pretty incredible and reading further I note a couple of specific commercial agreements have actually been entered into as well as global and European distribution agreements to increase the routes to market.

At this point, I’m beginning to wonder whether I have analysed the business all wrong as it seems to have all the key ingredients for a FTSE 100 company namely a huge market to go for, substantial competitive advantages and countless commercial opportunities on the go.

Just one problem – I’m not taking about graphene here. I’m talking about the first “company-making” super product that Versarien hyped up at IPO and innumerable times since, namely the thermal copper foam, VersarienCu. Neill Ricketts has been banging this particular drum since his time at Elektron Ventures way back in 2010.

In addition, the sharp-eyed among you will have noticed the following statement in last week’s results:

“We have taken the strategic decision to concentrate on graphene opportunities so are no longer looking to actively develop thermal copper foam, albeit that interest for it is still being shown in some sectors. Sales of traditional thermal and other aluminium products, have remained steady but are not expected to form a core part of the business moving forwards.”

Oh……not to worry, that was only an eight-year ramp that never led to any significant commercial traction nor profitability and has now been largely forgotten about as the next golden goose has arrived.

Am sure it will be different this time!

[loglorry1] 22/7/2018 19:04

From Sharephrophets....

Having stuck my todger in the hornet’s nest as Tom so eloquently put it with my first ever piece on Versarien (VRS) (HERE), I thought I would dig a bit deeper into the products as perhaps one can make a case for a £200 million business after all?

Never afraid of undertaking hours of research and digging through countless annual reports and company updates, I thought I would see what statements the company had made about its company-making super-material. I managed to uncover the following:

The product is 3-10x more effective than its competitors and has a “range of advantages being low-cost to produce, with high margins, and a manufacturing process which is robust, adaptive and highly scalable – factors that the Directors believe sets the company apart from its competitors”

The company goes on to state that the global market for its product is estimated at $6.8 billion and forecast to grow to $11.1 billion over a five-year period. Well that’s certainly an encouraging start as it is clearly a massive market and, apparently, Versarien has significant advantages over its competitors but what about commercial opportunities?

That’s great news too as I read that it has 26 development projects in progress, three of which are backed by grant funding. Wow, 26 projects on the go is pretty incredible and reading further I note a couple of specific commercial agreements have actually been entered into as well as global and European distribution agreements to increase the routes to market.

At this point, I’m beginning to wonder whether I have analysed the business all wrong as it seems to have all the key ingredients for a FTSE 100 company namely a huge market to go for, substantial competitive advantages and countless commercial opportunities on the go.

Just one problem – I’m not taking about graphene here. I’m talking about the first “company-making” super product that Versarien hyped up at IPO and innumerable times since, namely the thermal copper foam, VersarienCu. Neill Ricketts has been banging this particular drum since his time at Elektron Ventures way back in 2010.

In addition, the sharp-eyed among you will have noticed the following statement in last week’s results:

“We have taken the strategic decision to concentrate on graphene opportunities so are no longer looking to actively develop thermal copper foam, albeit that interest for it is still being shown in some sectors. Sales of traditional thermal and other aluminium products, have remained steady but are not expected to form a core part of the business moving forwards.”

Oh……not to worry, that was only an eight-year ramp that never led to any significant commercial traction nor profitability and has now been largely forgotten about as the next golden goose has arrived.

Am sure it will be different this time!

[1teepee] 22/7/2018 19:03

Bummer. I might spread bet long on vrs as well . Coz then I can invest more cash

[sonsonnyjim] 22/7/2018 18:59

Neil posting pics of factories is interesting

[johnveals] 22/7/2018 18:46

If that’s the best a snidy little CB can do I don’t think we have much to worry about.

[wr63] 22/7/2018 18:42

Thanks for posting that Nemo, wondered what rubbish he was going to spout this time.