Versarien Share Discussion Threads

[club sandwich] 02/9/2018 10:20

hattie - well I sent him a tweet of sympathy, but no mention of VRS from me this weekend: or for a while, actually, I'm perfectly happy with progress. Still a little bit stunned by the two RNSs week before last - Korea and America in the same week, wow...

[chopsy] 02/9/2018 09:57

The P/E ratio of Apple is relatively low. It would have been very high earlier on, say ten years ago. It was my best ever investment so far.

[mryl] 02/9/2018 09:38

Good morning everyone, could someone please remind me when the MediaDevi +Nanene earphones should be available? I am planning to get a pair and buy a competitor's pair with the same price tag as well, to assess firsthand the benefit of graphene. (all as Christmas/birthday presents of course, so that I don't feel bad putting money into the products instead of buying more VRS shares :)

[hattie1] 02/9/2018 09:27

As part of our CEO's VRS family I feel many of us will have felt for him this weekend and I'm pleased that hopefully as a mark of respect he has been left in peace on twitter this weekend.

[scottishfield] 01/9/2018 22:57

V sad news Neill, my thoughts RE with you.

[ellissj] 01/9/2018 22:18

'Profits are highest when the market is young.' Indeed, maybe especially so in relation to this share, since the graphene industry itself is young. But is soon to be formalised, ie via recognised standards and accreditation processes. And those firms that hold the best certificates will be in a great place to take advantage. VRS looks well positioned. Aimo. Best ellis

[luckyorange] 01/9/2018 22:02

You don't get it then Ian and I will leave it at that.

[club sandwich] 01/9/2018 21:56

"This is why technology companies must continue to innovate in order to earn a premium price for their stock"

in what way has Apple innovated in the past 5 years? iPhone X was a bust, the watch was a bust, no new (tho rumoured) Apple TV or car. They're very good at squeezing more revenues from the value chain, but they haven't actually innovated with product or service for a while, unless I'm missing something?

[luckyorange] 01/9/2018 21:37

Sentences that start with 'er' or 'err' do wind me up Ian, however I will attempt to explain even though it is there in black and white.

"For the shares to gain traction, Apple must be seen to be creating some vast new market,"

"This is why technology companies must continue to innovate in order to earn a premium price for their stock"

This is also why Neill keeps quoting over 2000 2D materials, however , they do have a rather large market to go at initially and may take some time to saturate it with Nanene.

The 's' curve is ignored by the shorters, maybe they haven't heard of it?

[kemorkid] 01/9/2018 21:32

That’s terrible Neil,
I’m sorry for the loss of your two friends.

KK

[club sandwich] 01/9/2018 21:22

"Apple (NASDAQ:AAPL) earned its highest valuations in the years just after it delivered the iPod, the iPhone and the iPad. Once investors saw the size of those markets, they began to discount the shares, demanding they perform just like those of a car company or airline."

er, Apple just went through the $1trn valuation barrier - the most valuable company in history?

[psxtalks2u] 01/9/2018 21:21

Andrew Marr returns tomorrow (Sunday 10 am). One guest is Liam Fox, wonder if he has anything to announce prior to a Monday RNS????

[luckyorange] 01/9/2018 20:44

Understanding The Technology 'S' Curve
Jun. 6, 2016 9:40 AM ET|15 comments | Includes: AAPL, AMZN
Dana Blankenhorn

Technology investors want to anticipate growth. It's more important than growth itself.

Once products mature and become highly profitable, measure tech against any other industry.

Get in front of the "S" curve.

If you don't understand the "S" curve, you should not be investing in technology.

The "S" curve describes how supply, demand and profit work in a fast-growing market. Profits are highest when the market is young, when a product is just entering the mass market. Once most people have the product, profits per unit slump.

This is why technology investors prioritize growth over gross profit. Profits earned after a product is mature will be discounted to the value of what companies outside technology are earning. But margins early in the product's life cycle will get a premium price, as investors anticipate growth.

This is why technology companies must continue to innovate in order to earn a premium price for their stock. Once their markets are seen as saturated, the stock falls to Earth.

This also means that a reputation for innovation, and for creating new markets, can be as important to the technology investor as both profit and growth. It's the anticipation of growth that is most important, and that commands the highest premium.

Thus, Apple (NASDAQ:AAPL) earned its highest valuations in the years just after it delivered the iPod, the iPhone and the iPad. Once investors saw the size of those markets, they began to discount the shares, demanding they perform just like those of a car company or airline. It did not really matter what Apple did to "value" shareholders - buying back stock, splitting the shares, or paying a dividend. What mattered was that the markets it had created were saturated. For the shares to gain traction, Apple must be seen to be creating some vast new market, an opportunity comparable to the existing company. A Watch won't do it. A car might.

Amazon.com (NASDAQ:AMZN) by contrast is seen as having a long "runway" for many of its innovations. We are still in the early years of the cloud market, and Amazon is the market leader in cloud infrastructure, by a lot. The "bot" era of software-hardware combinations that interact more naturally with people and more automatically with their things is part of the Amazon Echo and that has barely made a dent in the mass market.



There is more to read but you need to register.

[woodpeckers] 01/9/2018 20:02

Neill Ricketts
‏

@neillricketts
1d1 day ago
More Neill Ricketts Retweeted Viks
Sorry just been busy, I lost 2 good mates last weekend , one to a car accident and one to suicide. Kind of focusses the mind. I'll answer later when I get my thoughts together.

[festario] 01/9/2018 19:51

Have I missed something Lucky?

[luckyorange] 01/9/2018 18:54

I hope that Neill has come to terms with those sad losses, doesn't matter what you have or think you have life is fragile and sometimes you question what you could have done to stop things happening.

Unfortunately we are powerless in those situations but there are plenty of other things we can do.

[redchef] 01/9/2018 18:54

Nothing to do with most companies accounting years being April to April or January to December then? Either way not as much news in the summer months to influence strategies. Who knows?

[luckyorange] 01/9/2018 18:42

We have discussed that a few times Festario

luckyorange - 27 Jul 2018 - 17:22:33 - 23679 of 30726 VRS The world lead in real Graphene (Nanene) - VRS
We are the herd :)

As the price goes up , there will be less of the herd as it requires a bigger outlay to make the gain.

Now it's over to sophisticated investment, not that I'm saying there are not sophisticated people on here who spotted it early, but it does need quite a lump of money to build up a significant investment now.

I did wonder whether sell in May would affect VRS and expected to grit my teeth.


9 September 2016
David Prosser examines whether investors should really sell up on the 1st May and buy back in during September.

St Leger’s Day is nearly upon us. The world’s oldest horse racing classic takes place at Doncaster Race Course on 10 September – and, if you know your stock market sayings, this is the moment to get back into the stock market.

“Sell in May and go away, don’t come back till St Leger’s Day”, is a stock market maxim that has been doing the rounds for generations. But before you dismiss it as old wives’ tale, you might want to study the data.

According to the Stock Market Almanac, since 1986, the UK stock market has delivered an average return of 8.58 per cent a year during the winter months, but only 0.35 per cent over the summer. In fact, the record shows investors have actually lost money during the summer months in 15 out of 29 years.

Looking much further back, this phenomenon has been in evidence for much of the past 300 years. And the UK is not the only market to have experienced this effect – one international study found evidence of the same trends in 36 out of 37 countries examined.

Academics who have studied these figures have never really come up with a convincing explanation for them. One suggestion is with fewer trades placed over the summer months, when investors are more likely to be on holiday, market volatility tends to be higher and the potential for losses rises, but that’s only a theory. Still, while no-one has proved the case, the numbers do beg an obvious question: should stock market investors sell up on 1 May and then buy back in during September each year?"

VRS hasn't played by the old adage rules lets see what September brings!

[sonsonnyjim] 01/9/2018 17:44

Neill liked a tweet by NGA. Certification please

[ellissj] 01/9/2018 16:00

Dave, if you look back through the thread at the time of the tyre RNS, you will see this topic was done to death at the time and in greater detail than i could do it justice.

The bottom line for me is; air pollution from particulates found in tyre wear ( amongst other things) is becoming a hot topic. In tyres, if it's the plastics additives in tyres that's causing the problem, and if by removing such ingredients and replacing with +nanene gives the same or better performance, then it's very likely vrs shall be sought after. There are lots of variables at play, and you're guess is as good as mine. But given neill has suggested 'Rubber' is one of the three sectors likely to adopt/introduce +nanene first, it suggests test results and price modelling are encouraging. Aimo. Best ellis

[sandbag] 01/9/2018 15:45

I seem to remember that multilayer graphene was OK for use in concrete. It would be unrealistic to believe that only Nanene would add to the attributes of all materials.

[davemac3] 01/9/2018 15:32

ellissj1 Sep '18 - 10:43 - 30703 of 30721
0 0 0
Lag that tyre agreement. Their defn of GNP's is 'multilayer graphene or graphene flakes'...looks like a iso fail to me ie not like vrs. Aimo. Best ellis





does it matter what it is if it improves the tyres? could be alot cheaper than Nanene.
Has anybody thought that Nanene may be too good/expensive for some industrial applications?

[pcjoe] 01/9/2018 15:19

not sure about future Serratia - Next one will do approx 3T a year as Ratpat says

10 - 12 of these in an industrial shed setting seems like a nice standard size to roll out to me - standard set of design drawings & standard H&S spec for each - keep it simple - I`m a builder & the simplicity & cheapness of that appeals

30T x £1 per g = £30mill turnover each unit