Versarien Share Discussion Threads

[supernumerary] 23/8/2017 19:17

Yeah, those FUM guys must be feeling a bit gutted today :-( Maybe they'll finally get rid of Barder and bring in someone who knows what he's doing? Worked for IMM in very similar circumstances :¬)

[superg1] 23/8/2017 18:44

Highrisk

So you registered an avatar today not wishing to use your normal one for such brilliant info.

Who gives a stuff what the share price is. I can't buy, can't sell and I'm quite happy be in here with expectations of good things to come.

I did try to warn you FUM guys but hey ho, as I said I've given up warning investors and work behind the scenes now.

[serratia] 23/8/2017 18:04

Shows up here after 23 years.

[supernumerary] 23/8/2017 16:53

sg1 - indeed :¬)

[chumbo] 23/8/2017 15:52

Holdings RNS Lombard Odier. Small reduction.

[theklf] 23/8/2017 13:23

No doubt about it ITM and CPX are examples of great companies in my opinion. However sometimes bad things happen to good companies and downright tragic things happen to 'good' stocks. (Just as good things happen to bad companies as you illustrate many times). But nobody said the market has to be fair or 'equitable'!

[superg1] 23/8/2017 13:15

BTW

I know the odd ITM power investor lurks here. I have gone on for years how it has been a mysterious unloved share where they have been making geniune progress.

It's been a long wait for investors but finally it's taking off.

[superg1] 23/8/2017 13:11

For the record there is no doom loomimg that I'm aware of quite the opposite potentially.

[superg1] 23/8/2017 13:08

So what would news like a deal with Samsung do.

I can only guess but as it seems they are with so many the chances are whoever we mention could be in an NDA or pending MOU JV etc.

It seems quiet but plenty of new investors with far bigger pockets than ours are waiting for such developments before buying.

Some threads say that's mad as they are so cheap. However I get it. PIs tend to look for multiples of low amounts to say get a 100k return. Whereas serious buyers can make 250k, 500k and higher on much higher SPs with risk removed.

So if material news is the driver for some then it's daft to think waiting investors can simply buy millions of shares at low prices.

It all depends how loose shares are at the time and generally any weak holders then hang on in there.

[superg1] 23/8/2017 13:00

The KLF

If you think nomads have an honest bone in their body you are seriously mistaken.

They actually work the other way and as I a far more informed than you through research then you have no idea what you are talking about.

I have allegations in against 3 nomads at this time and others do too sometimes same nomad different company.

I suspect some point in the future I'll be assisting conned FUM investors.

First up is PRG.

[theklf] 23/8/2017 11:03

I think it would take something pretty drastic to go down to 12p and then who is to say it wouldn't overshoot to 10p? The current pattern looks a bit 'head and shoulders' esque and one can well believe a start-up company with lots of acquisitions to integrate may have the odd teething trouble / profit warning along the way. It would maybe explain the dearth of positive RNSes as the Nomad would not want investors conned by 'positive' RNSes whilst a negative profit warning was in the works.

That unfortunately is the risk a Company like this bears when it muddies the water of a straightforward blue sky stock with the hum drum of running real world businesses which require focus on the here and now delivery of numbers/cashflow. Something I doubt the likes of AGM/HAYD are troubled by.

[highrisktrader1] 23/8/2017 10:49

12p next stop will take a 100k at that level no need to take part in discounted placings at 15p when you will very soon be able to pick these up cheap in the market!!

[superg1] 23/8/2017 10:45

The dodgy market.

Look at Fums chart it's been in the low 50's for some time.

Look at todays news and then try to convince me in the days before that the selling and drop in share price had nothing to do with selling inside.

One for the FCA I think. Oh look Singer again, same one as AGM.

I was thinking of reporting the lot of them for the MED lie some time back. There is no way they didn't know moderate and serious was a fail when the share price took off. I posted and forecast exactly that before they released news of the fail.

[superg1] 22/8/2017 22:15

BTW

There was a tender recently to supply types of graphene (UK). I didn't list it in case some companies became aware (VRS are aware).

Interestingly the way it's worded it may close many out many as 65% of the points system is about proof of performance. With very little weighted on price.

So it seems at last at least someone knows price isn't the key, performance is.

VRS would fit it nicely due to their independent testing.

[superg1] 22/8/2017 21:31

A game

Not that A game Lucky.

You have it well sussed there but some won't take long Imo.

BTW A game I had a bit of a sound of Re A Game of Unicorn investments as it seems his brother (Cantor) put out a note with lies in about Directs plus. Unicorn as of last year had over 9% of Directa. Dodgy as hell that note and it's been reported.

After a bit of a sound off we recalled the posters A game which is no the same A game I was on about.

Anyway it makes sense to me.

[superg1] 22/8/2017 21:03

Sand

I am absolutely gobsmacked about it. It's so bad no one would believe it.

To think how folk present themeselves.

A bit like the panicking nomad that I answered questions for many moons ago. I was speechless at their incompetence.

We give people far too much credit and make assumptions when in fact some are just useless beyond our imaginations.

[a_game] 22/8/2017 20:58

luckyorange - as I said at the beginning I rarely check these boards, mostly use twitter these days.

For me, nothing has changed - I note the share price decline with (selfishly) a happy face as I'm still waiting on other shares to do their thing before adding here. Neill still has my full confidence. It takes a long time to develop a solid business let alone one trying to sell cutting edge tech.

It's very clear to me that they have the tech and are talking to many huge corps. These big corps don't make decisions overnight. They will have to take samples, do tests etc etc - takes months, if not years. I know what the process is for including software in OEM handsets (e.g. samsung etc) - it can be a multi year process just for that.. and that's not hardware!

Once an order lands (and it will, I'm pretty confident of that) the share price will begin to adjust significantly imo. AIM is all about picking good companies (only a few of those around) and patience. Don't chase rainbows!

[sandbag] 22/8/2017 20:36

"Now who would think someone apparently on the sector could be so far off to think they could get a new range rover, top spec for £80."

Would you please send me their name and contact details as I have this lovely bridge in London I would like to sell them :-)

[superg1] 22/8/2017 19:45

Rid

CVD is very expensive and it more about chip grade attempts.

BTW

I made a mistake re the Landrover price it should have read £80.

Now who would think someone apparently on the sector could be so far off to think they could get a new range rover, top spec for £80.

[rogerbridge] 22/8/2017 14:35

For what it is worth, I agree inks will probably be first.

[ridicule] 22/8/2017 14:35

One of the reasons for my frustration with VRS, not just dead money tied up, is the mass of worldwide activity going on to become first mover. VRS need to get more momentum behind them. I accept we are not fully exposed to exactly what they are doing, but it would appear that nothing has been significant enough to warrant an RNS during 2017. The rest of the world are not just sitting on the sidelines and here is just one example:

" A group of Researchers at the University of Illinois at Urbana’s Department of Mechanical Science and Engineering have recently published their study in the Journal of Materials Chemistry which describes a new and sustainable approach to transfer graphene and recycle the copper substrate used in the production of graphene.
Sung Woo’s team utilized carbon dioxide for the process of electrochemical reduction of the interlayer between the substrate layer and the graphene formed by the chemical vapor deposition (CVD).1 Woo’s team of Researchers also utilized inexpensive food grade ethyl cellulose as a thin film handling layer for the transfer process instead of the polymeric thin films that are used in traditional processes1. This inexpensive and environmentally friendly method described here could be an answer for large scale production of graphene.
Since its isolation in 2004, the world’s first two-dimensional material (2D), graphene, continues to gain a tremendous amount of interest among Researchers and Industries around the world.2 This nanoscale allotrope of carbon, whose structure resembles a hexagonal honey comb lattice of carbon atoms, is extremely light, yet incredibly strong and transparent, while also acting as a great conductor2.
Due to these special properties, along with its impressive flexibility and durability, graphene can be used in a variety of applications including water purification technologies, electronics, wearable technology, energy storage devices and many more2.
Among the several ways to prepare graphene monolayers, the CVD process is by far the most popular one. The CVD process utilizes carrier gases to deposit gaseous reactants onto substrates, such as copper, in a reaction chamber set at ambient conditions to produce high quality, extremely thin films of graphene. Although this process facilitates in the production of high quality graphene, there are some challenges associated with the CVD process of making it.
Of these include difficulties in the formation of uniform layers of graphene on the substrate and the separation or exfoliation of graphene from the substrate layer without damaging the structure of graphene. Typical separation processes employ solvents including harmful acids are used to dissolve the substrate, which could compromise the quality of graphene due to the possibility of residues left behind.
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Sung Woo’s team from the University of Illinois used carbon dioxide as a precursor to form carbonic acid, which was found to help in the electrochemical under-etching of the copper oxide (Cu2O) interlayer present between the copper catalyst substrate and the graphene layer deposited by the CVD process. This process eliminates the need to use harmful chemicals for exfoliation, while also preserving the copper substrate that could be recycled for developing more graphene layers on top of it.
While traditional CVD processes that employ harmful chemicals to dissolve the substrate require several subsequent rinsing steps to remove any residue of substrates, this new approach developed here need not require any rinsing steps as the substrate is not dissolved.
Sung Woo’s team used food grade ethyl cellulose as a thin film handle layer for the transfer process of the graphene sheets. While traditional transfer processes utilize polymeric thin films, such as polycarbonate or poly methyl methacrylate (PMMA) that require use of toxic and carcinogenic solvents to solvate them, this new approach utilizes environmentally benign and inexpensive ethyl cellulose, which could be simply solvated by ethanol.
Ethyl cellulose not only makes the process eco-friendly and inexpensive, but it is also compatible with a variety of polymeric and soft biological materials including plastics and hydrogels used in the process.
After the transfer process of graphene is completed, the carbonic acid used here evaporates by forming carbon dioxide and water requiring no further rinsing or washing saving water and valuable time while also saving a lot of money because the copper substrate could be reused and there is no need for the use of any harmful chemicals for solvating the substrate.
Overall, this novel process is inexpensive, cleaner, environmentally friendly and could be suitable for large-scale, therefore suggesting that this method has the potential to finally take the graphene production from laboratory scale to industrial scale."

[vasilis] 22/8/2017 14:06

rid

We have a raft of individual NDAs. Why do you think that companies entered into them and what do you think that these companies are doing with their graphene samples? VRS provides independent verification of specification so the graphene can confidently be used for lab testing and prototype make up 'straight out of the tin' so to speak.

These companies are well aware of the potential impact that 'first mover advantage' may make in their respective industries with regard to graphene based offerings - thus the significant number of companies which our CEO has said have approached VRS these last few months. You only have to look at the number of conferences that have taken place over the last year - some of which NR has attended - to know that there is a lot going on at the moment.

Having said that, I quite agree - depending on the industry and company - that things will not happen just like that for ANY company. However, my point is that unless you have something to say of actual commercial value, then in my view RNSs of the 'Company X has a new best friend with Company Y so from now on they will be holding hands in the playground' kind cuts no ice with me and I cannot think of any finance director that I have worked with who would give anything more than a cynical 'yeah yeah, but let's see their money' response either to such PR.

Oh, and as regards conductive inks, from what I see I'm betting that something will break sooner rather than later - though whether with VRS or not we shall have to wait and see.