Versarien Share Discussion Threads

[jointer13] 02/8/2018 19:01

I do like neills tone...very genuine.

"what we know now is that we are starting to get first mover advantage,we are starting to get all the big companies coming to us,and asking how they can work with us."

we have gone from...

"we want to be the place to go to"

to

"starting to become the place to come to"

things are coming along at a fair rate.

I for one am more than happy...keep up the good work neill and team.

there's a few jellyheads on this board...the share price moves a couple of p and they start wobbling.

get a grip !

[nemo19] 02/8/2018 18:40

Like others, been out this afternoon and only just listened to podcast. Thanks Hew for 24608. Incredible detail. Just spent several mins transcribing what Neill said around 8:35 in. "We've got these big companies from all around the world - these people, you see their products from day to day. Everywhere you go you see them. I'm on holiday at the moment. Everyone's wearing this product and you're sat there thinking I can't believe that these guys want to talk to us and for me as the largest shareholder that is a massive tick in the box for verification and validation and due diligence that these companies want to do this work." This morning I was thinking Joma but now I would be very surprised if it wasn’t Nike. As the grandchildren frequently say OMG!! Thank you Neill and the team. Really proud to be a (relatively small) shareholder on this incredibly exciting journey to who knows where!

[grabster] 02/8/2018 18:31

tmoon (24644) - it's 3 tonne per year - spread across all UK uses. Divided by 240 workdays that averages 12.5kg per day. It's not like it's all for one client. And it's referred to as a maximum. So not necessarily produced at that rate, but able to do so.

[lovat scout] 02/8/2018 18:30

RTJ - Herald sell regularly on rising prices. It’s their style and they rarely deviate.

Miton - UK equities out of favour at the moment so they may now be getting redemptions or anticipating them in their open ended funds and bookings profits where they can. As SG said earlier 6x money is hard to decline if you are an II and need cash.

[club sandwich] 02/8/2018 18:19

Some company called Apple (who? Never heard of 'em) just went through $1trn MC. Took them a shade over 4 decades, and that included a decade-long lull before Jobs returned in 1996. #JustSayin'

[club sandwich] 02/8/2018 18:13

Cloudy - that's a shame, if it's actually Nike ;-)

[runthejoules] 02/8/2018 18:11

Anyone got any theories as to why Miton, previously supportive, are selling out now things are getting interesting? And if Gerald - herald are likely to stay in? Any experts on their criteria / trading patterns?

[realcooltrader] 02/8/2018 18:04

I never thought I'd be defending Justin, but he's a thousand times better than his recent stand in.

[cloudy60] 02/8/2018 17:51

agree squire...reminded me today of one of those roulette commentators on late nite TV spinning drivel. Neill was brilliant - I'm also on holiday and surrounded by addidas branding!!!! it's on everything.

[cloudy60] 02/8/2018 17:45

agree squire...reminded me today of one of those roulette commentators on late nite TV spinning drivel.

[dreamtwister] 02/8/2018 17:40

buy fyb, share sale of the century,hold your granny to ransom for your inheritance fyb

sizzle.....sizzle

[luckyorange] 02/8/2018 17:33

Add 'em up and divide by 2 so 250,000 changed hands with one PI (?) buying £50k worth.

[squire007] 02/8/2018 17:31

Anyone once else find that Justin Waite voice and questions proper annoying!
How the fekk did he get that job ???? reminds me of them guys who do or used to do late radio ! stuff ............. Grrrrrrrrrrrrrrr lol, tutt tutt drivel dribble!!

p.s. Neill was brilliant as ever ..

[tmoon] 02/8/2018 17:15

Just a small point and may have no relevance. In his statement in the preliminary results Neill stated that "new equipment is on order for scale up in the UK",
It was the "in the UK" that hit me today so this additional up to 3 tons is for use in the UK.
So who in the UK would want up to 3 tons of Nanene?

[andymoore07] 02/8/2018 16:53

Ok great thank you

[superg1] 02/8/2018 16:49

Performance Andy

Miton had something like 15 mill shares most bought under 20p.

It must feel like xmas being able to sell the lot at considerable profits.

If it's been mainly them in July they won't last long before they have none left.

[lovat scout] 02/8/2018 16:43

The supply of shares may remain a mystery as not all trading takes place on the LSE. If some trades are dealt off exchange via an order matching facility we may not get to see what traded at which price or who’s done what unless there’s an RNS.

This feels like a forced seller who is keeping a lid on the price. One morning the buyers will be pushing on an open door.

[melf] 02/8/2018 16:42

I note that NR liked a tweet that contained the Nike logo earlier......???

[rogerbridge] 02/8/2018 16:38

Very interesting podcast from Neil. USA next challenge but usually, manufacturing is carried out in China.

Pity we could not have the manufacturing high end and more expensive goods in the UK, but China is where it's going to be for this project.

You can see the strategy of Neil and the team and why the China deals are taking so long to ensure that the terms suit VRS.

[grabster] 02/8/2018 16:33

I suppose it could be Will Battrick continuing to raise cash for his C360 businees by winding down his VRS stake, to somewhere lower than just declared. If so, I am ok with that.

[andymoore07] 02/8/2018 16:30

Genuine question, with the prospects in place, why are they selling? I understand the 10% redemption one, but why these guys now?

[superg1] 02/8/2018 16:28

Andy

During June the biggest supply was from Miton. My guess is it would have been the same for July.

We have also had new funds buying.

[andymoore07] 02/8/2018 16:23

I do, as I'm genuinely confused with this!!

[festario] 02/8/2018 16:22

The genuine mid price is 123.25p, if anyone gives a toss.