Versarien Share Discussion Threads

[axotyl] 25/8/2018 10:34

Apologies if already posted, but Small Cap Focus in the FT today (p16), is on graphene, discussing AGM, Haydale and Versarien - but nothing new for anyone who follows this board. Unusually there's no Buy/Hold/Sell recommendation on any of them.

£1 gets you a month's online access; and as I've pointed out before, there's no restriction for subsequent months if your financially savvy dog/cat/hamster decides to sign up....

Edit
The journalists who wrote it, Bounds & Tighe, could benefit hugely from Mike's links above, to get them up-to-speed.

[cazzer69] 25/8/2018 10:25

Having first put money on the wrong horse (Graphene nanochem), Warwick posted "if you're going to be in graphene then VRS is the only real player".
So I jumped ship when VRS were 16p.
While VRS goes from strength to strength while GRPH is suspended.

Thanks Warwick, wherever you've gone.

[chimpandy1] 25/8/2018 10:18

As a novice investor (only started in january) I made a couple of bad calls and invested on share tips. I was then browsing the most active BB's (I know now that this was a silly move but I got lucky finding VRS) since then I have learned so much from the majority of you on this board that I feel I am a far better (still a novice) investor than I was before. My only regret is not having more money to buy VRS shares but I am adding where I can. My modest 6k shares will still make a big difference to my life if things go as we all expect. Being 28 I have no rush for the money so happy to hold as long as necessary.Once again thanks to everyone on this BB who has helped me become a better investor. Your insights are much appreciated.Have a great weekend allChimp

[metis20] 25/8/2018 10:15

First noticed (and bought) VRS at the time of that very oversubscribed fund raise, which was immediately followed by massive buying of shares on the open market.

Having a wide understanding of materials science, I realised the potential!

Extract -

"The Company is delighted to announce that it has successfully completed the Fundraising. The Fundraising received a very strong response and was oversubscribed. The Offer was on a "first come, first served" basis and was closed early at 5.55 p.m. on 3 November 2017, with the Fundraising having already been over twice oversubscribed by that time. The Company has therefore decided to increase the size of the Fundraising in order to meet this demand. The Company will therefore issue and allot a total of 16,144,707 New Ordinary Shares to satisfy the Fundraising. The gross proceeds of the Fundraising, before expenses, are £2,906,047.26 "



That was less than 10 months ago...

[pauld8026] 25/8/2018 10:15

MJ I learnt about VRS on the IQE bb. Bought in around the £1 level.

[squire007] 25/8/2018 09:54

Heard of VRS thru IOF Iofina board .......... say no more .. wink wink nudge etc

Late to get in circa 90p plus ... ;-)

[squire007] 25/8/2018 09:52

Off to York Races in a bit, and although I only 'gamble' on shares and the odd golf major comp, I know sod all about horse's likely to win! But with a pocketful of dosh one always likes to stick one over the bookies............ anyone got a tip better than 'stick it all in VRS' .. ;-)
Have a great weekend after this great week we just had ...

[superg1] 25/8/2018 09:49

No problem with charts Bootie.

I find them a bit odd as folk will buy on chart moves and breakouts taking no note of facts or information found on the web.

EG quite out of the blue I was chatting to someone about Bahamas petroleum having never looked at them Thursday night, The guy told me some positive bits and I urged caution, didn't sound right, said I'd have a look.

10 hours later RNS, -70%. The chart looked good apparently.

[mj10] 25/8/2018 09:48

as an aside over the weekend I would be interested to know how you LTH first got to hear about VRS.Was it research first or a tip off.
For the record in my case it was club boasting about his profits on the ITM board
thanks club!

[superg1] 25/8/2018 09:38

Bootie

This isn't a stab at Hayd.

There are others that functionalise graphene so there are various options. VRS could if needed do it themselves or acquire tech.

One sector where doping is required is things like sensors for recognition of changes EG food going off etc.

As I say I've heard of report out there re tests on functionalised graphene. I just can't find it right now, it may not be out there yet. I found the funding for the tests and the guy involved is ex VRS.

[snoopy12] 25/8/2018 09:36

Just surprised that Japan is not jumping in the mix of situation. I have decided to send my son next year during summer holidays to China to learn Mandarin and the following year to Japan . I am not worried about Brexit while I am invested here.

[bootie64] 25/8/2018 09:33

Yes superg, I think if more news next week we will have a significant move.

I know you have a view on charts so I wont clog up the thread unless your happy for this?

[superg1] 25/8/2018 09:31

Yeah ellis

I have it has as one of the funds for most of the July selling and therefore assume for now that they were also active re the late reports we saw in early August.

They tend to appear when the volume is there which often means MMs are banging on the door for stock.

EG if they kept going at their July rate and knowing the volumes of recent times then they may well be done or near done and heading to zero.

Not a bad thing imo as with the supply the share price would do a large spike and attract the herd and traders.

That day will probably come at some point but the longer it's a steady ship with shares going into the hands of holders that understand VRS and graphene the better imo.

[bootie64] 25/8/2018 09:29

Thanks for all comments

Yes I remember that at the investors day too. What I am asking though is, are Haydale a possible JV with Versarien to "exploit opportunities to develop and commercialise graphene"

So, are they the fit to assist with the increased turnover of Nanene, taking into account NR podcast comment that more collaborations are happening that areas big if not bigger than Axia and Aecom?
2 British companies to be successful and speed up market share?

[woodpeckers] 25/8/2018 09:26

This might be a silly question but it struck me reading the July presentation "opportunities in China" page 11, that it looks like the company intends to 'joint venture' apart from some research.

If they are 'joint venturing', I'm guessing the province/company they are doing this will be putting up the costs and we provide the IP as per the first LOI with Jinan?

If this is so then surely we are going to have, relatively soon, an awful lot of money coming in. I appreciate that we will need extra staff to deal with all this but what really are our other expenditures likely to be?

[metis20] 25/8/2018 09:25

re post #29138

The only time I have heard NR talk about nanene price is at about 9 minutes into the Feb 2017 video -



The pot referred to about 9 mins into the video contained about half a gram of nanene. Neill said that the half gram was worth about £200.

Price will of course depend on volume supplied. I think I have heard Neill suggest that the price will depend on the value of the nanene to the customer.

[1teepee] 25/8/2018 09:22

Sorry if I was abrupt

[1teepee] 25/8/2018 09:21

Probably a fund

[1teepee] 25/8/2018 09:21

OMG He just said.Agreed , my thought also

[ellissj] 25/8/2018 09:18

Fair comment superg. Any idea who was selling ? Best ellis.

[ellissj] 25/8/2018 09:16

I think that means they are all partnered with GEIC, not necessarily each other. Aimo. Best ellis

[superg1] 25/8/2018 09:11

Just a point.

So who are the buyers we keep seeing.

Working backwards.

AECOM news.

'will initially be working on a project involving the incorporation of Versarien's proprietary Nanene few layer graphene nano-platelets into large- scale polymer structures used in civil infrastructure projects, with a view to increasing their structural strength.'

Twitter

AECOM guys some of the nicest guys you are likely to meet.

Somehow AECOM a massive company become aware of VRS an it's graphene.

Probably during the time they have been talking to VRS the following has happened.

China news, Gov DIT secondments, various other huge companies doing collaborations, such talks and numbers talking to VRS accelerating, 1 in China becomes 24.

Big companies are used to full of BS sales folk nagging them for a meeting and such companies over the years end up in various meetings and presentations full of complete BS. They expect BS and so become very mistrusting of big claims.

NR and co know that so they worked on the no BS rule. At the end of the day BS will out at some point. VRS set about proving Nanene works rather than saying "we have great graphene". 100's had been making wild claims about their graphene and many big names were mugged by it.

NR VRS investor event at Cheltenham. Nanene enhances just about everything we have tried it in, we hope to tell you what in the future but much of that is sensitive info at the moment.

I take that to mean NDA sensitive re those testing it. We as he keeps saying are 6 months behind.

So some if not all of the companies are aware of gains in sectors they are looking at in some cases huge gains where fractions of a percent are the usual progress. Fixes for issues previously accepted as near impossible to fix.

So who is buying.

Well I knew of 1 guy that had some close to me but then another got some, then his mate got some, my son chatted about it at work and more got some and so on. So 3 my end soon becomes 10 or 20. A new PI popped up he did his research and got a few then his friends did and so on.

I don't know what AECOM know, I don't know what tests they have done or seen what excites them. What I do know is that top staff within these big companies know about VRS and know the gains and likely market update by them. I have no doubt that for some linked up they will be highly excited by the potential.

It also plainly obvious that Mat Walker, David Kerr and others are very excited. Top guys in the graphene sector have appeared working for VRS, what do they know? NR says you don;t know what I know and he is very excited.

So what do those guys do looking at VRS, seeing the mass of names signing up, seeing China, DIT secondments and so on.

They won't know what others are doing, but they know why they are signed up with VRS and that alone could be a company maker. Others in similar sectors may also know what each other are excited about and it's race to be the first mover.

Then think many of theses are of a US or Asia mindset where they would mass buy VRS shares.

So in theses 17 collaborations are we thinking not one connection to any of the big names has bought some shares. Then they tell mates who tell mates etc etc.

I'm not.