Versarien Share Discussion Threads

[anotherdrink] 08/9/2018 09:29

Unsurprisingly Neill's Twitter following appears to be at an all time high - followers now number 2,251. It will be interesting to see the bearing of future RNS' and the resulting geographical breakdown. I suspect Neill's at the foothills of going global.

[curtain twitcher] 08/9/2018 09:28

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[ellissj] 08/9/2018 08:48

Indeed and with accreditation and certified products in play the 2D industry will logically have greater market confidence. In theory, that with further global company collabs announced, could see a tipping point reached, where valuations of vrs could rocket; If all the pieces of the jigsaw fall into place. Cue a club spreadsheet valuation ! ;) Aimo. Best ellis

[superg1] 08/9/2018 08:42

To finish off I suspect the ground will start to shake in the not too distant future.

The enthusiasm and excitement that oozes from the VRS team is there for a very good reason.

Matt was taken on for a very good reason. Peter has been taken on because that very good reason has accelerated and materially grown in terms of interest from China.

The coming months are imo going to be a very interesting time.

[superg1] 08/9/2018 08:36

So that brings me onto higher share prices (thought spilling again).

At 10p and 1 mill of buys it was £100k in investor terms.

Now at £1.50 it becomes £1.5 million.

So if someone picked up 250k shares at 10p and the share price becomes £15, it makes me think (or did). How the hell do you sell £3.6 mill shares at these volumes.

Well if it's gone up that much it's down to major changes in the company and major investors arriving. But then that can all happen on visibility of the prospects.

So to explain that and untangle the 'how the hell' I'll move over to Blue Prism.

PRSM for those that don't know it. It's absolutely flying the investor market loves it, they can't get enough of it.

YE 2017 revenue £24.5 mill loss £9.5 mill Market cap currently £1.7 billion.

It's flying because it's product is catching on and spreading worldwide and the investors are chasing what they believe will be a substantial company.

The point I'm after there covers the 'how the hell' part.

Last week the value of VRS shares churned was around £3.75 mill.

On Blue Prism it was £140 mill.


That means the entire week for VRS was on average 68 mins of trading on PRSM.

It shows the difference once the market catches on. The catch on part for PRSM is uptake of their product. Our catch on moment re that imo should start to appear over the next 6 months.

So how the hell re £15 a share isn't an issue that will feature.

And to think PRSM won't have hit the really serious investors radar yet.

Spending too long hunting around the AIM gives a small picture of the money that is out there, once the ground starts to shake with serious investor interest.

[ellissj] 08/9/2018 08:29

Indeed super, the potential is staggering as is. And this could always be a forward looking share in theory, as discoveries and applications come into play at a rate that is always expoential when comapared to backward looking metrics. In other words, a shorters nightmare. An Investors dream. Aimo. Dyor. Best ellis

Lol apologies typos !

[ellissj] 08/9/2018 08:22

Not forgetting tyres and brakes too. Best ellis

[shavian] 08/9/2018 08:17

Spot on Grabster - The Perfect Storm

[grabster] 08/9/2018 08:12

"Sales of electric vehicles reached a record high last month, accounting for one in every 12 new cars purchased in the UK."

"Last month 7,489 electric and alternative fuel vehicles were sold, up from the 3,968 sold in August of 2017"




Versarien could hardly have arrived at a better time - with just about every maker desperate to get their hands on the strongest and lightest materials for building their vehicles, and seeking every improvement available in battery technology. The company has good connections in both areas.

[superg1] 08/9/2018 08:12

Thought spilling on the potential share price of VRS.

AIM companies that has come and gone on investors radar have had some good prospects. At the time mind blowingly fantastic for some, rather than some 'good prospects'.

There are many one trick ponies which could stretch to a few products or a single industry and the market took them to eye watering share prices.

2D materials were never in play, they weren't even thought of. Now they are here in the background, the real market is oblivious.

If you take the VRS story and the interest then the potential is like nothing ever seen before, it's too vast to begin to imagine.

What small company (or any company) has had a world superpower knocking at their door, and putting them in front of top Chinese government officials as VIPs, then that 1 province becomes 24 provinces/companies interested (I suspect that number has jumped).

The potential is absolutely barmy and thankfully a very capable team are behind the potential and will do all they can to take it forward.

A point that needs repeating I this is not just about graphene. The high quality graphene VRS can produce is part of the picture. The relationship with the graphene centres and catapult centres is of equal importance and is material interest to China and the big companies.

No one else I know of worldwide is anywhere near VRS on that relationship link AND now we have not one but 2 DIT staff seconded across. The US jumping in and inviting NR on the graphene council tells you all you need to know about what the US think. I did post many times that the US like him.

As NR says they are becoming the go to company worldwide. Quality, integrity and backed by the UK government. The UK government want the UK to be the world lead in graphene. 2D materials are an industrial revolution in play.

This really could be something very special and unlike anything ever seen before.

Chatting the other day, I did make me think as posted by some that what we see now will seem very ordinary in the not too distant future.

[shavian] 08/9/2018 08:11

Here’s a little puzzler for the VRS weekend colour supplement, primarily for those attending the golf day:

Did anyone else notice the logos on the black polo shirt which Neill was wearing? If so did anybody recognise them? Knowing Neill, is this another of his subtle hints about future business? In the words of Private Eye, ‘I think we should be told...’

[grabster] 08/9/2018 06:33

I wasn't able to get to the golf but the feedback from that day has been very enjoyable and illuminating. Thank you all. The fact that so many of you spoke to different people and to the same people, picking up snippets of information that each has absorbed or interpreted in subtly different ways yet all feeding into one picture - is like watching a detailed painting taking shape. Like an episode of 'Portrait Artist Of The Year' on Sky. Fascinating.

[jointer13] 08/9/2018 05:35

great feedback from the golf...thanks all.

[eel tamer] 08/9/2018 05:02

Thanks to the three Ss for the golf day accounts. Interesting and exciting in equal measure!

[festario] 08/9/2018 01:09

Mmmmm... Jethro Tull.My 3rd favourite band.

[turbocharge] 08/9/2018 00:23

Spike, having just read your riveting account of the VRS golf day, I'm beginning to suspect your are secretly working on your novel. I imagine the plot might revolve around intrigue and politics during the graphene revolution.

Spike, having just read your riveting account of the VRS golf day, I'm beginning to suspect your are secretly working on your novel. I imagine the plot might revolve around intrigue and politics happening during the graphene revolution.

"I did hear some other stuff which gave me a very broad smile, but that is for another day. Suffice to say I bought another 7,500 today."

[tim3416] 07/9/2018 23:03

Ha ha fair play Lucky that has really made me chuckle...you just never really know who is behind these bb profiles :-) ps you missed out Pink Floyd ;-)

[spike_1] 07/9/2018 22:48

redstone: Edit: pm

[luckyorange] 07/9/2018 22:45

Funny how your music tastes change over the years

Little Brown Jug
Jim Reeves
The Carpenters
T Rex, Black Sabbath, Jethro Tull, Tonto's expanding head band, Queen, Blondie, Sparks etc,

Never liked the Rap, House or Garage, or rihanna and that bloody umbrella but Muse,Katy Perry, Cerys and quite a few others are nice , too many to mention

[redstone64] 07/9/2018 22:33

Thanks a lot Spike and also for the previous SuperG and Shavian's accounts. For me it helps to build the picture of the team that Neill (with Nigel as right hand man) have been putting together and with that also better gauge how the timeline is unfolding.The Peter Jay and Twitter story made me chuckle as some of the BB did get taken in by that last week. I hope you gave Peter a few hints on what we're after for a first tweet, stepping off the plane at a mystery location perhaps to keep us sleuthing?

[wuzy] 07/9/2018 22:30

Another thank you from me spike for your enlightening report on the day's events, here's to next week being as good if not better than this week,cheers

[luckyorange] 07/9/2018 22:29

No Tim, it is amazing what they can do with modern drugs nowadays, they make you feel young but the first hour of the day is a good reminder of what it is like without them 😁

[luckyorange] 07/9/2018 22:24

Don't get it superg?

Video of the rainbow song

Video of a storm in the distance but it's very calm

A big container ship sounding its horn as it pulls into some docks

and a video of rhino bananas over a foot long

Why don't you just say what you mean?