Versarien Share Discussion Threads

[johnveals] 30/8/2018 10:21

This is the fascination thing about VRS, if they convert even a small percentage of the potential into reality they will be big and if they can convert a small percentage then they can also convert much of the rest...

[club sandwich] 30/8/2018 10:17

johnveals - not if VRS really does turn out to be the next Apple... ;-)

Maybe £5000-£10000 is pushing it slightly, but imagine if in say 10 or 20 years VRS is selling tens of thousands of tonnes of nanene and other 2D materials a year. what would the company be worth then (assuming it hasn't been taken over, of course)? Thousands of pounds a share, I imagine (assuming no stock split, dilution etc)...

[the fat controller] 30/8/2018 10:15

BTW, I assume that the options cannot stay with the employee if they leave the company's employment?
Anyone confirm this?
TFC

[spike_1] 30/8/2018 10:14

Herschel: a very small consolation (if you happened to live close by Bath) is that three of us are staying there on the night of the 4th and very probably going out to dinner together. I don't think the other two are posters - they work at Cambridge Uni' but you may care to join us (we will not be with any VRS as they arrive late).

The two at Cambridge are in the Microstructural Kinetics Group of the Department of Materials Science & Metallurgy which is I believe is 'reasonably' close to your specialism and / or line of work ;0)

Cheers - Spike

[johnveals] 30/8/2018 10:14

CS - £10 - £20 by the end of next year is a reasonable target and one I would be more than happy with. The rest of your prediction gives a share price of approx £5000 - £10000 in 10 years time. My gut says that is a bit optimistic, but who knows?

I see VRS not as a binary bet but at the beginning of an S curve...

[the fat controller] 30/8/2018 10:13

I like these options as incentives. Ties in key staff, and NR suggested that other employees further down the chain will also be similarly incentivised. It also shows confidence that the share price will be much higher when these options can be exercised.

Look at the order of magnitude between the last lot of options (at 15p in Oct 17(?)) and now. £1.52 - £1.83 - £2.44.

Perhaps next years options will be at £15. Now that would be something...……..!

in fest's absence, I can advise that I can sell 50k at 1.46511

TFC

[superg1] 30/8/2018 10:13

Just read the options news.

Much different to some I know and we would all love prices like that to be around for 30 days from 183p to 244p+.

3 years before the first lot can be converted.

The important bit which takes me back to an line by NR some time ago.

'The Share Options represent 3.6 per cent of the Company's current issued share capital.'


I did mention they didn't seem to have many share options. I'm used to FUM issuing them like confetti.

Answer

We may need to issue some in the future and consider that if we do well it gives us extra voting power should anyone appear to try and buy the company on the cheap.

I think that conversation happen about £1.40 ago, so hardly done themselves a big favour have they.

On the voting power it could make a material difference.

BTW T/O requires a 75% vote.

In that Vox interview he mentioned other majors on learning bayou the other now clearly badgering VRS.

I guess that triggered the 'we need to get more voting power sorted now'.

What is there to say someone somewhere hasn't already approached VRS for a stake in the company.

[club sandwich] 30/8/2018 10:11

axotyl - impossible? no. likely? well, run some numbers and make your own mind up. SG let slip once that his own calculation was a MC of £385bn. Do the math...

[fuji99] 30/8/2018 10:08

CS - "Staggering" could mean something close to an "industrial revolution" in materials used in large scale.

[graphenejen] 30/8/2018 10:06

Spike – surely there should also be a (more important) comma between ‘to’ and ‘like’? . . . need to work, to get up early, to work multiple time zones but I do, not because I have to>,< like you , but because I love to . . .

[herschel k] 30/8/2018 10:03

gutted I can't make the golf day.

would have liked to have met the team at VRS (particularly NR) and a few people off this BB........

[club sandwich] 30/8/2018 10:01

fuji - I'm still wondering exactly what 'staggering' means. I'm hoping it means 1000s of Ts ;-)

[fuji99] 30/8/2018 09:59

CS - VRS is in the process of putting theory into practice for a large number of different applications. There will probably be a few that will not be practical or time and resource consuming (expensive) but there will be many with limitless demand for graphene/ nanene.
This is basically the aim of the various collaborations - for those who did not understand what are the benefits of all these collaborations of just a few grams of nanene.
To conclude as one said: Theory without practice is sterile and practice without theory is blind. VRS is marrying the two together and the big wedding and celebrations will happen before 2020.

[spike_1] 30/8/2018 09:55

Thanks Ben, indeed it makes a lot more sense ;0)

Neill to shorter:
before correction:
but I do, not because I have to like you but because I love to

with comma:

Lol, it isn't for me. I have access to more money than I could ever dream of, I don't need to work, to get up early, to work multiple time zones but I do, not because I have to like you, but because I love to. I have kids and I want them to be looked after comfortably. Neill Ricketts added,

[foolishben] 30/8/2018 09:45

Oh right, that does make more sense. Done!

[club sandwich] 30/8/2018 09:45

johnveals with everything that's backed up I'm hoping for at least £10-£20 by end of next year IF everything I hope for comes to pass. Then I hope for a rough doubling of the share price each year after that for 5-10 years.

Certainly if the (highly speculative) figures I posted yesterday are anything like in the right ballpark that could be very achievable, if say a couple of 200T orders drop a year (ands existing orders renew)...

"At 21 I was worth $1m. At 22 I was worth $10m. At 23 I was worth $100m..." Steve Jobs

[johnveals] 30/8/2018 09:39

My feeling is it is only a question of how soon and how high.

[club sandwich] 30/8/2018 09:37

fuji - agree. And hopefully the results of testing (if positive) will quickly lead to orders...

[club sandwich] 30/8/2018 09:37

foolish - no, not possible to edit tweets. One of the major flaws with it, you ask me.

[fuji99] 30/8/2018 09:34

CS - Significant orders are linked to the success of the collaboration trials.
Say, we have 10 collaborations for 10 different applications. If trials are successful for just 5 applications, then up to 5 orders will follow and will continue indefinitely for many applications (construction, shoes etc.). China being the main supplier for its own markets and the rest.

[spike_1] 30/8/2018 09:33

Foolish, no not on twitter on your post ;0)
At the end of your BB post (only yours) you will see the option to 'edit'

Cheers - Spike

[squire007] 30/8/2018 09:33

A very quiet day all round, think I can afford to not stare at my portfolio today, get a day off so to speak when you can.
Fest, wake up lazy mare .... lol

[foolishben] 30/8/2018 09:26

spike - I am no expert but not sure I can edit a post on Twitter, especially not one written by Neil in response to mine...?!?