Versarien Share Discussion Threads

[bootie64] 02/8/2018 10:35

I think that once we have 1 or 2 substantial orders placed then Mr Market will not only value the company on those orders but will also look to price in further the future potential of the high number of collaborations.

As we have been told recently by Neill in the prelim results, a further five entered into post period, with more in the pipeline

[chillpill] 02/8/2018 10:34

Club,

You said you would be disappointed if VRS didn't make a profit last year....I suggested they might make a loss of £1.5-2m.

We both agree the company has great potential but you need to be more realistic in your expectations.

Despite what I say things have moved a lot faster than I anticipated when I invested in September last year.

Where the share price is in 6 months time doesn't bother me much. Where it is in 3 years does.

[pcjoe] 02/8/2018 10:28

Can see why vrs didnt want to go with the UOM trainer Collab - Much bigger & tastier fish to fry...

[ashehzi] 02/8/2018 10:24

In Dec 2017, when Zoatfoams announced providing foam to Nike, the price moved more than a £1 in a day, if I am not mistaken. So sure can easily happen to VRS.

[superg1] 02/8/2018 10:23

The "won't go up on futher collaborations" has been blown out of the water a few times. Hence the various moves up over time.

End of May through July saw funds selling, my estimate for the amount would 4-5mill shares.

Singer were dominant on the offer when such stock was being supplied.

[redstone64] 02/8/2018 10:20

Every Collaboration is welcome as it de-risks the overall company. I'll be interested to learn more in today's VOX markets Podcast to see how this differs from the other sports Collaborations (Appareil, Sky team) in terms of whether using Nanene branding, if an agreement with the whole sportswear brand and also any hints on time to market.Of course any mentions of other things going on are all of interest.

[simonlee40] 02/8/2018 10:14

Intelligent useful input from our friend as per usual,he's like a bad case of the crabs.

[sonsonnyjim] 02/8/2018 10:07

This is actually one of the biggest collaborations to date in terms of size of partner, seems collabs already priced in (unless we get a Samsung or something), think next big move up could be US cert in August, just imo. Nice to have toes in so many markets

[rainbow23] 02/8/2018 10:03

Rampers trotting out their excuses for the dismal reaction of the share price to the rns.

[meganxmas] 02/8/2018 10:00

Festario ... They may not be material to immediate revenues but could most Def be material to future success and the building of a FTSE giant.

[meganxmas] 02/8/2018 09:59

And dare I add ... Think Opti falls into this category too. Won't say any more and apologies !!

[festario] 02/8/2018 09:58

Just woken up again... so, no reaction at all then? No point rns'ing collaborations from now on. They are clearly not material. Lesson learned.

[johnveals] 02/8/2018 09:57

All good positive news but not the big one.

I agree CS, if the model can be proven to work, and every indication is that it will, then we can expect much more than a £2.50 rise over the next 5 years.

[sonsonnyjim] 02/8/2018 09:52

Thought £2.50 by this year end CS

[ellissj] 02/8/2018 09:48

Wasn't the earlier sports collab graphinks ? Whereas this is +nanene ? Again if so, a brilliant demonstration of vrs versatility here and derisking par excellance ! Aimo. Best ellis

[anotherdrink] 02/8/2018 09:47

Hi Ashehzi 'it can move even on small demand.' - totally agree but I'm envisaging £2.50+ when I say kick on - not up to £1.60 or so and then having a % retreat. Not withstanding major unknowns I can't see it moving to this £2.50+ level just on demand without a suitable non-collaborative RNS - but with only circa 148 million shares in issue who knows

[ff2345] 02/8/2018 09:40

I guess the market is now bored with collaborations: only actual deals with £s attached will move the share price

[club sandwich] 02/8/2018 09:36

Elliss - yes, I know. But have decided I want to move to Croatia, so I need VRS to come good sooner rather than later! ;-)As for Chillpill being happy with a penny a week rise for 5 years. £2.50? Really? I'd count that as a massive failure. I'm hoping for that by end of next year, hopefully much more!

[squire007] 02/8/2018 09:29

And the Friday rumour ...;-)

[ellissj] 02/8/2018 09:28

Patience reqd club. All heading in the right direction. Neill knows more than any of us. Looks in safe hands to me. Enjoy yr hols :) aimo. best ellis

[1teepee] 02/8/2018 09:27

So the Thursday rumor was true:)

[grabster] 02/8/2018 09:26

"... We are proud to support UK industry directly and welcome the support from Versarien while remaining independent consultants..."


from BREC Solutions 'Nanotechnology Newsletter 61' - by Denis Koltsov - dated 31 July:
(I subscribe via email)

BREC Solutions is an independent consulting firm with a niche specialisation in nanotechnology innovation, standards, market evaluation and regulation. Dr Koltsov is the Chairman of the ISO TC229, member of the Strategy Board of directors of NanoReg2, Gracious and on Stakeholder Panel on nanoDefine.

[ashehzi] 02/8/2018 09:25

SP moves on demand and supply. Once supply is gone, it can move even on small demand.