Versarien Share Discussion Threads

[diplomat65] 27/8/2018 15:21

Club: T Rowe Price hold 97M (12%) of IQE shares. Following a recent rise and positive trading update they dumped 7M shares and eliminated the previous rise, driving the price back down before buying more or renting out shares to hedge funds for fees. They've been doing this for the last 12 months or so, building a sizeable holding while frustrating PI's like me. No idea if any existing large holder of VRS shares would wish to play that kind of game but these guys care not a jot for the consequences to PI's hard-earned personal investments.

[spike_1] 27/8/2018 15:17

grabster, yes as far as Jinan is concerned, a solution needs to be found. However there is nothing that Neill has said or implied that suggests there are obstacles elsewhere in China. And that also assumes there is actually an 'obstacle' as such in Jinan.

Cheers - Spike

[grabster] 27/8/2018 15:17

Diplomat65 - there isn't anything in your list of concerns that we haven't already discussed - and no new points beyond those already tested by some pretty persistant detractors who have failed to dent this stock with their best efforts over several months. Your post sounds like no more than an attempted relaunch of the scaremongering that already failed. The share price is indeed based on prospects rather than past or current revenue - but doesn't seem to me to be excessively high.

[impvesta] 27/8/2018 15:10

"bootie6427 Aug '18 - 10:31 - 29429 of 29474
0 10 0
To cheer us up on a drab BH Monday
I have found a theme tune for the AGM !
Just bear with the opening of this, and then change aquarius to versarien in the chorus :)

"this is the dawning of the age of Versarien, Versarien, Versariiiieeen!"



Just given you a thumbs up for that Bootie.....even though I've been singing that to Mrs Impvesta for several weeks now!!

[grabster] 27/8/2018 15:04

alfie - I agree with you - the photo referred to may well be just a PJ selfie ;-)

[bootie64] 27/8/2018 15:02

foolishben, That is a fair distance to travel :)
I am sure there will be some detailed feedback posted here after the AGM for you to catch up on

[grabster] 27/8/2018 14:59

In that reported NR tweet, he says "We remain committed to Jinan and finding a solution but there are and have been some fantastic offers to get #graphene into China and into products from a wide range of sectors."

"committed to ... finding a solution .."
Interesting choice of words; The need to find a solution implies there is an obstacle.

[tim3416] 27/8/2018 14:57

Diplomat - you know full well the shorters have been trying their luck with VRS for some time and failing miserably! Your post appears to be designed to instill fear into new investors here or cause others to sell their shares for motives only you know. But that makes you as bad as them- filtered

[spike_1] 27/8/2018 14:53

Hi alfie, Re Peter on Twitter.
Yes you are very probably right - a pic' of himself.

Cheers - Spike

[anley] 27/8/2018 14:53

The IQE problem was all to do with accounting for JV businesses. From that Muddy Waters Research and Marshall Wace became bears and that enticed others to have a go............

VRS has NO such JV although none of us are sure how the Hong Kong VRS wholly owned subsidiary will be used.

Two questions for the AGM:

1 Accounting of any JV which may be entered into - how will it be handled from an accounting point - hope PwC the firms accountants will be there.

2 What insurance cover does the company have should NR be injured or killed whilst on company business or should one call it death in service insuarance cover.

DIPLOMAT......where do the shorters get their shares from as only serious brokers seem able to do this and platforms such as HL do not allow shorting............or do they?

[club sandwich] 27/8/2018 14:49

Diplomat - the shorters have already tried that several times with VRS, with only limited success.Each to their own, but I'm staying put.

[foolishben] 27/8/2018 14:47

I took a small entry sized position at 92p in early February, after reading Mike Brenner's three very informative posts on Stockopedia. This is a tactic I like to use in shares that I am interested in as it gives me a tangible incentive to do further research. Having read around a months worth of backdated ADVFN posts, it became quite clear to me that Vesarien had something special so I bought another decent sized chunk a few days later, around a similar price. By the time the share price started dipping towards 60, I had enough faith to see it as a buying opportunity and so tripled the size of my holding with 3 purchases in the 60's and 70's. SG's theory that the dip was only due to Milton selling out made sense to me and I could tell that most of the people on the board we're intelligent and experienced investors with a genuine belief in VRS, quite the opposite of those found on other ADVFN boards. My confidence in the company went through the roof when Matt Walker joined as I just couldn't believe that the government would get involved in a sub £200m small cap company unless they believed it could have a real impact on the country and for them to do that, the share price would inevitably rise by many multiples if things went to plan. I therefore continued to purchase on dips all the way up 125 and am now the proud owner of 145,000 shares, roughly 50% of my portfolio. I don't wish to be greedy but I can't help thinking that Versarien has a very good chance of making a millionaire by my 35th birthday (18 months from now) and I have no intention of selling a single share until that happens (Unless something drastic changes that makes me think again). Good luck to you all and thanks for giving me the confidence to invest so much of my hard earned savings into Versarien. I can't make the AGM as I live in Singapore but I owe a lot of you a beer or ten. Ben

[alfie4048] 27/8/2018 14:41

The photo reference by NR on twitter earlier was simply pointing to the fact Peter has yet to include a profile picture with his account.

[diplomat65] 27/8/2018 14:33

You ask why I post when I no longer hold shares in VRS? Basically I regard these BB's as an excellent information exchange.I sold my Haydale shares at a profit when their fund raise diluted the share price from around 160 to 120 last year. I invested the proceeds into VRS at 60p and sold recently taking a decent profit which I added to my more significant holding in IQE. Shorting activity continues to depress IQE share price around 100p. At 150p I see VRS as vulnerable to a short attack as happened to IQE when the share price got ahead of itself at 180. With IQE forecast y/e 2018 turnover of £190M and market cap of £780M and an share price of 100, how does VRS with turnover of £9M and loss-making with market cap of £225M justify an share price of 153? In his latest podcast NR was asked the same question to which he replied he doesn't have to, the market sets the price. Well, IMHO the market and shorters in particular are likely to go after VRS and I think holders should be aware of what these scumbags did to a IQE, a global market leading U.K. tech company with proven products, fabulous IP and a client base including Apple. If they did that to IQE, I see no reason why they won't do the same here particularly since VRS are yet to establish any meaningful annual sales in the Graphene marketplace. To me, at an share price of 153 driven by hope, VRS now represent an irresistible opportunity for shorting. This won't trouble the LTH but IMHO newcomers should tread carefully, especially if investing for the first time at these levels. That's why I post here.

[club sandwich] 27/8/2018 14:30

haz - I'm totally chill. Within the next four months, by Christmas, we could see US authentication/approval of nanene, a Chinese deal announced, perhaps ISO, and almost certainly more collabs, maybe in yet more countries.

And who knows, maybe even a significant order.

[grabster] 27/8/2018 14:25

So many strands to this story now. Seventeen collaborations progressing in differing fields at differing pace - impossible to gauge which will generate headlines first. And with so many in play, it doesn't even matter if a few come to nothing (though NR has twice stated all are progressing). Plus two dozen interested parties in China, a deal with one or more of which seems very close to making headlines. Plus the publicity that will come from US validation in the coming 10 weeks or so (on top of the kudos of the AECOM deal already bagged). Plus the occasional unexpected left-field news item thrown into the mix.

So, so different from the many one-trick ponies on AIM.

[cheek212] 27/8/2018 14:19

Lots of company news breaks over the weekends or outside of market hours but as long as an RNS is released before the market opens tomorrow, I don't think they would be doing anything wrong.

[haz101] 27/8/2018 14:14

Without breaking the rules I think Neill is giving the heads up to his ‘VRS Family’ what’s about to go down IMO, don’t know about everyone else but I’m feeling very confident at his present moment in time

[sonsonnyjim] 27/8/2018 13:56

Agree destiny seems to be the vibe from Neil. He's so assured in the podcasts now, less excitable and more "yea.this is happening"

[psxtalks2u] 27/8/2018 13:52

Reply from Neill following this tweet....."Hi Neill, we all appreciate your hard work, a quick question if a may. Given all the additional interest over and above Jinan, is it fair to say that Jinan isn’t necessarily at the top in terms of proximity to a deal? Others have presented a better deal?".......Neills reply "We remain committed to Jinan and finding a solution but there are and have been some fantastic offers to get #graphene into China and into products from a wide range of sectors."

[anotherdrink] 27/8/2018 13:48

Do others sense a gaining of momentum? A company with increasing confidence. Its almost tangible the transition from October / November last year to today - with every passing RNS, even certain tweets - leading to almost a sense of destiny with regards just where VRS is heading. Just hope the trend continues.

[ridicule] 27/8/2018 13:29

I first bought VRS, having been interested in Graphene, on seeing Neill pictured with David Cameron back around 2014 for around 10p. I sold them all several months later as IQE was beginning to stir and nothing seemed to be happening with VRS. As activity in Vrs started to generate news flow, I bought back in. Around the turn of the year, I felt the VRS share price had got ahead of itself, so top sliced and bought Tern at 3p in quantity with VRS realised profit from the sale proceeds. Rolled out of Tern with further significant profit back into VRS when they dropped back to 60p, buying VRS at an effective price of 36p taking the Tern/VRS profit effect into account. This enabled me to reach 7 figure holding in VRS which I still have.

I still hold a quantity of Tern, believing, unlike SG, that a key Tern investment - Device Authority will deliver major returns over the next two years.

The DIT secondments are a massive investment incentive to hold VRS and I agree China is looking imminent.After all, the Chinese (Jinan) themselves were planning to start in June, so the deal is already heavily pregnant.

I and my wife would also be interested in lunch after the agm Spike.

[spike_1] 27/8/2018 13:04

another Re; China now: actually those were my thoughts, but I didn't want to get peoples hopes up ;0)

In fact I suspect Neill may just have already seen the pic' that he referred to, and knows the content of the tweet.

Cheers - Spike

[grabster] 27/8/2018 13:03

DaveMac - you reckon? I don't, any more than I know how many prospective collaborators (several of whom are in the pipeline says NR) have purchased small doses ahead of any serious deal. McLaren (or NTPT or whoever on their behalf) might have bought more, or might not. I don't think you or I would know either way - unless/until they bought any sort of serious production quantity, which might justify announcing.

[anotherdrink] 27/8/2018 13:02

How do we know Peter J is not in China now?