Versarien Share Discussion Threads

[luckyorange] 30/7/2017 07:02

A lot of information here on the current situation (current :-) ) Shavian

Not quite there yet but on the trail of the battery / supercapacitor storage problem, graphene does enhance most types.

[billbyrne] 29/7/2017 15:27

A bit of weekend reading.



Go to the bottom of the page and click View the report Here.

2D-Tech get a couple of mentions.

[shavian] 29/7/2017 08:43

Interesting video on graphene supercapacitors, while we wait for news:



Comments, anyone?

[festario] 28/7/2017 16:21

Treated myself to a few more today, with profits from trading GWMO

[john henry] 28/7/2017 15:09

Call the Nomads bluff superG

[john henry] 28/7/2017 15:08

Completely agree with you SuperG, if the Nomad thinks it's non material and not worthy of an RNS, then by that fact it's not price sensitive. Hence the information that only a few investors are aware of should be capable of discussing it freely in the public domain. NOMADS are ding corrupt and obviously have their own secret agenda.

[superg1] 28/7/2017 11:51

JH

Non reg means not material and is a way to get some news out there. However if you consider it material why bow down and just let whatever may happen reveal itself. At which point one can then ask why no mention prior was ever made by the nomad who knew about it.

But then of course if they say no RNS as not material then we should be free to chat about it but if we did the nomad would flip and an rns may trigger.

On the flip side I hear 1 company (not VRS) has made a few redundant due to loss of an order. Now the number made redundant v revenue suggests to me it's likely to have caused a 10%+ drop in revenue. BUT not a peep so far with the relevant PR company refusing to comment on it.

Investors in that company are probably oblivious. The most obvious thing for the PR company to do is to correct/deny the details but so far it's "No comment".

As I say I deal with things I find behind the scenes now and tough for PIs that don't keep up with what is going on in their company.

If they trust nomads and the company then they will come unstuck.

That's the corrupt city for you.

[superg1] 28/7/2017 11:33

That would be right Vas imo but I'm not talking graphene re some of it.

Some underlying nomad 'grey areas' are bigger than the company.

As I understand it on revenue any factor that takes it plus or minus 10% on forecast means an RNS. As VRS overall is now £7 mill plus I bet it keaves some optional grey areas for the nomad for whatever fits their agenda.

On the blue sky business side though I can't imagine they could play that game.

EG if you have an AIM with £200k revenue a £30k new deal should trigger an rns and often does with bells and whistles attached.

I'd have to check but isn't AAC on for + £400k on the previous 12 months but all that got was 'slightly ahead of expectations' in the trading update.

So it does seem daft that one that smashes it completely x many (if it evolves) went under the nomad grey area. If it evolves is no doubt the trigger but if it did I'm sure some will be heavily p'd off about lack of info on it prior.

We are all well aware of risks when talking potential but it's not about that of course where nomads are concerned.

[vasilis] 28/7/2017 10:32

SG

My understanding is that according to what has been said by the company the potential major deals are under NDAs, so even if small sales are made to these same potential clients to create a limited number of demo product samples, no RNS - non regulatory or otherwise - can be made due to the operating NDAs. I would only expect an RNS of some kind when the actual contract is made - not before.

[john henry] 28/7/2017 10:01

Unfortunately your spot on regarding Nomads Superg. Any contract however small, investors have a right to know. Why the hell wasnt it given through a non regulatory RNS.

[superg1] 28/7/2017 09:52

Just for some clarity.

Cambridge day defence and aerospace was mentioned. First order for defence gone out and paid for with aerospace part approved (not defence) and first order expected September 2017. That's what I believe was said.

Unfortunately with defence mentioning what and with who is a no no.

However if the something became the full package then you would fall off your chair.

[superg1] 28/7/2017 09:45

No announced ones JH.

I understand they did want to mention one due to the potential behind it from the original plan by the partner.
First small order has gone out. That was said Cambridge day.

Nomad apparently said no due to size of the first order.

If we mentioned it here the nomad would probably flip and panic.

That's where it's all mad. Nomad will say no not material but equally doesn't want investors to know.

As I say most if not all nomads are bent and you just have to accept that on the AIM.

BTW

Had comms from one nomad (the compliance team) on matters I pointed out. Not this share and I expect news at some point on the relevant share on the topic.

Sadly to maintain the whole process of such things I can't say what is going on. Or rather I probably could but wouldn't want to disrupt processes.

If nothing happens I'll take things on another route. While some don't trust sectors if you do nothing then nothing will ever be challenged. I think many rely on that and hence for years they get away with it.

[john henry] 28/7/2017 09:21

You must admit Superg it's been a bit like watching paint dry during 2017, pretty much no revenue generating contracts closed in any of the divisions

[superg1] 28/7/2017 08:58

on the down bit some seem happy to talk it down, no doubt to hit a personal buy point.

It happens on all shares of course so no worries there . Pump it when in, trash it when out.

[superg1] 28/7/2017 08:56

There is little interest in graphene related shares and it's been that way for a long time.

The odd bit of interest appears when things like the BBC membrane news appeared which is nuts really considering such tech will be many years off.

As and when individual news appears then things happen.

Some it seems don't like to tell us the bad bits. My grapevine suggests one graphene related company lost a contract (not VRS) and made some redundant but no apparent news from the company?

Just getting that in now in case it becomes news or an excuse for dropped revenue in any future results.

[shavian] 28/7/2017 08:37

Zenyatta's graphene-enhanced rubber products, eh? Will they now announce a jv with Durex?

[luckyorange] 28/7/2017 07:25

Lol, as you well know supernum I was talking about the industry as a whole and anticipate that it will move on apace in the short term :-)

[supernumerary] 28/7/2017 00:00

Jeez, lucky, you had £100K, and that was less than a year ago! Are you never satisfied? ;¬)

[anley] 27/7/2017 17:37

MM marking shares down on chance of creating trading at lower levels on no news for the moment..............

[vasilis] 27/7/2017 08:25

SG - Nice tie-up experiments with ESA.

I think though there would be much more interest if something was announced in conjunction with SpaceX and Elon Musk's incredible ambition to get to Mars -


Of course, there is also Musk's electric car Tesla where tomorrow the first Model 3 versions will be made available -

Leaving aside what some say regarding Musk's management style and relentless work ethic, the sheer energy and chutzpah of Musk to take on both the space industry and car industry is remarkable. Anyone interested in a 'warts and all' paperback on Musk's achievements (he's also the man who was behind PayPal) should get a copy of Ashlee Vance's book titled 'Elon Musk'.

I wonder if VRS has had any contact with Musk's companies?

[john henry] 26/7/2017 18:53

Hopefully the company hasn't gone into a coma like the mkt in VRS shares lol

[superg1] 26/7/2017 15:16

Just spotted this re Cambridge graphene and the European space agency.

hxxps://www.graphene.cam.ac.uk/news/zero-gravity-graphene-for-space-applications

[superg1] 26/7/2017 14:51

I recall a new poster saying nobody wanted SXX at 20p but were then falling over themselves to buy at 30p plus. Typical behaviour imo.

EG I knew Nanene was going to
launch (found the website) but didn't expect much of that as it was an existing known product. Clearly not as the share price took a hike and new investors arrived.

So on that basis perhaps the same will happen when the ink gets a name and fully launches.

Potential big news that isn't really news to followers.

Then if one or more of the very large companies sign up on something what then?

They are the ones clamouring to see if graphene has a fix/enhancement for their issues NOT VRS trying to nag them into looking graphene.

Many of those big companies have been looking for years indeed one I can't mention has avery dim view of a non uk graphene company. That's all about graphene hype v graphene that works.

So some now know graphene that works but they will want to know if it works for the fix they want. Then they want to know if the cost matrix on volume needed equates to viability on costs.

If it works and the price works then the end result could be very interesting.

If anyone can make it work VRS can due to the level of expertise in their vertical of Cambridge the UOM and the NGI.

That's the expertise the big names will want. Straight answers from the top of the chain, VRS is a supplier with direct links to the top.