Versarien Share Discussion Threads

[club sandwich] 14/9/2018 06:11

foolishben

"It's been at least a week since CS last predicted 1000s of tons in Nanene sales or 11 digit market caps so no, I'm definitely not feeling there is any irrational exuberance going on at the moment."

not trying to pick a fight, but if you think that's 'irrational' then what are you own predictions? What do *you* think is the potential global market for nanene when it has matured, and which are the companies who will fill it?

SG let slip a while ago that the figure in his own head is £385,000,000,000 - that's actually *12* digits ;-)

[chimpandy1] 14/9/2018 05:40

Driving through the night from Aberdeen to Nottingham after a 9 hour shift. Who needs sleep? I'm off for another hot cup of graphene

[superg1] 14/9/2018 05:31

Then add in recent comments here.

The share price took a dive and many said they couldn't buy, not even £400 worth.

I think I have the answer now. MMs working nimbly carrying little stock just flipping the sells that come in.

Wide spreads for general protection and protection against spread bets, largely driven by market jitters.

So that may well explain the 'odd' we are seeing on a few shares.

[superg1] 14/9/2018 05:28

The other factor which I like about such spreads is spread bets. While share buying works within the price spread bets work outside the price. There is no fee for a spread bet trade they make their money having the price outside the spread limit and then feed the buy or sell into the market within the spread.

EG if all sit on 170p-180p to go long it would cost you 180-181p and to go short 169p-170p. The actual buy and selling price by the normal route could be in the 172-178p range. EG IG could and do take your 180.5 long buy go to the market and pick them up for 1.77 they just made 3.5p thanks to the buyer. On a £100 per point trade (10,000 shares)they make £350.

Bearing in mind some suggest wide spreads are when stock is short and MMs keeping their options open to react. They also recently seem to be dealing in low numbers. Peel and Wins would typically take 100's of 1000's of shares but all of them seem to be be flipping 10's of 1000's. Some are obviously just picking up 10 or 20k and then flipping them.

Each will know large trades have come through from funds in recent months, they won't know another MM has picked such trades up until they dominate the offer and so on.

So imo the last thing they would want is highly geared people in spread bets also adding to the unpredictability via forced sells. SB guys hate wide spreads for the reason explained.

The introduction of a wide spread with no share price move can trigger margin calls. EG if someone is on the cusp of margin call on a share where the spread is 118-120, then the spread moves to 114 to 124 the share price dropped for the spread bet guys but not shares guys. The buying and selling price could be identical but not for SB guys it moved from 117p-118 to sell to 113p to 114p. That may have been enough to trigger a margin call which they may not be able to meet.

So the obvious option is not to have a large number of shares on their books, keep the spreads wide to deter spread betting and work nimbly on low number of shares bought and sold.

So on that front a wide spread is great.

EG 10p spread. Bungle on his £25 per point spread share price hits 180p to 190p. The short entry point would be 179.5p ish.

It drops 10p to 170p to 180p. Bungles exit point is now 180.5p, still on loss with a 10p drop. Posts about ha ha etc but the wide spread kills the deal.

An MM closes the gap a few long or short spots the chance and grab the opportunity. Spread back to 10p. SB guys either way don't want to play.

So on that front I like a wider spread it lowers the chance of gearing by many.

Why else might the MMs open the the spread and appear to be stand offish. Well many say, which is true, that they that don't want to be holding stock if wider market news is uncertain.

So a quick look at news.

Trump could be on his way out more clown like media stuff in the last few days.

May out before Xmas will it it Boris coming in.

Brexit deal, no deal hard Brexit and we could all die (Carney bank of England).

Chinese market hit by trade war fears news etc.

Just tap in market jitters for the this week and you will bet some hits. Currencies have been hit etc all on the jitters.

So all things considered this the recent surge could be down to the jitters and the MMs have created the not much stock about scenario. PIs buy some and it goes up and as we know when that happens they buy in fear of missing out.

[foolishben] 14/9/2018 02:21

P.s Apologies for the triple post, my internet is playing up. I don't like the sound of my own voice quite that much :)

[foolishben] 14/9/2018 02:17

Having been reading this board since the start of the year I have to say, I don't feel there has been any more exuberance recently than at many other times. I guess exuberance is incredibly hard to quantify, not least because everybody naturally has a slightly different definition of the word but I personally feel there was more evidence of exuberance on this board the month or two after China was first announced than there is now. While I find it incredibly strange that someone would base their investment decisions on the perceived exuberance of one bulletin board, if someone did indeed base their strategy around this, I think it is quite clear that past exuberance has been a buy signal rather than a sell signal. That said, if I we're trading VRS (which I am not) and I was looking for a potential exit point then I guess the high RSI present in today's graph may lead me (correctly or incorrectly) to think that now could be a good time. Also if I we're a trader and I was looking to encourage others to follow my actions, I guess pointing people towards exuberance would be about the only thing I could come up with, given every other sign is pointing to higher share prices. Personally I feel that there is a sense of happiness and excitement on this board because most of it's contributors are significantly wealthier than they we're a month ago. It's been at least a week since CS last predicted 1000s of tons in Nanene sales or 11 digit market caps so no, I'm definitely not feeling there is any irrational exuberance going on at the moment. The book of the same name by Robert J. Shiller is a very good read however for any who have not already read it (I'm sure most of you have).

[foolishben] 14/9/2018 02:17

Having been reading this board since the start of the year I have to say, I don't feel there has been any more exuberance recently than at many other times. I guess exuberance is incredibly hard to quantify, not least because everybody naturally has a slightly different definition of the word but I personally feel there was more evidence of exuberance on this board the month or two after China was first announced than there is now. While I find it incredibly strange that someone would base their investment decisions on the perceived exuberance of one bulletin board, if someone did indeed base their strategy around this, I think it is quite clear that past exuberance has been a buy signal rather than a sell signal. That said, if I we're trading VRS (which I am not) and I was looking for a potential exit point then I guess the high RSI present in today's graph may lead me (correctly or incorrectly) to think that now could be a good time. Also if I we're a trader and I was looking to encourage others to follow my actions, I guess pointing people towards exuberance would be about the only thing I could come up with, given every other sign is pointing to higher share prices. Personally I feel that there is a sense of happiness and excitement on this board because most of it's contributors are significantly wealthier than they we're a month ago. It's been at least a week since CS last predicted 1000s of tons in Nanene sales or 11 digit market caps so no, I'm definitely not feeling there is any irrational exuberance going on at the moment. The book of the same name by Robert J. Shiller is a very good read however for any who have not already read it (I'm sure most of you have).

[foolishben] 14/9/2018 02:17

Having been reading this board since the start of the year I have to say, I don't feel there has been any more exuberance recently than at many other times. I guess exuberance is incredibly hard to quantify, not least because everybody naturally has a slightly different definition of the word but I personally feel there was more evidence of exuberance on this board the month or two after China was first announced than there is now. While I find it incredibly strange that someone would base their investment decisions on the perceived exuberance of one bulletin board, if someone did indeed base their strategy around this, I think it is quite clear that past exuberance has been a buy signal rather than a sell signal. That said, if I we're trading VRS (which I am not) and I was looking for a potential exit point then I guess the high RSI present in today's graph may lead me (correctly or incorrectly) to think that now could be a good time. Also if I we're a trader and I was looking to encourage others to follow my actions, I guess pointing people towards exuberance would be about the only thing I could come up with, given every other sign is pointing to higher share prices. Personally I feel that there is a sense of happiness and excitement on this board because most of it's contributors are significantly wealthier than they we're a month ago. It's been at least a week since CS last predicted 1000s of tons in Nanene sales or 11 digit market caps so no, I'm definitely not feeling there is any irrational exuberance going on at the moment. The book of the same name by Robert J. Shiller is a very good read however for any who have not already read it (I'm sure most of you have).

[1teepee] 14/9/2018 02:07

Are iqe using our Graphene for the next generation wafers?

[turbocharge] 14/9/2018 01:47

Please switch the lights off :-)

[sandbag] 13/9/2018 22:01

"Men with a high levels of the mineral boron are thought to reduce the risk of prostate cancer and have lower PSA."

So will GPs prescribe white robots on the NHS to those at risk? ;-)

[dafad] 13/9/2018 21:25

How was Snowdon?

[ashehzi] 13/9/2018 21:25

Yeah dafad. My sister works at electrification dept of cummins and they are doing some good stuff in this area but on electric trucks.

[grabster] 13/9/2018 21:24

WMG testing Zapgo c-ion battery vs lithium

[superg1] 13/9/2018 21:24

Roger

The drugs part I believe is about loading the platelets with relevant drugs and getting them into the bloodstream.

There was a great video of similar tech in action, all to do something like positive and negative charges. IE healthy cells repel the platelets like matching poles of a magnet do. The target cells attract the platelets so the drugs are delivered to cancerous cells rather than all cells.

The video showed it in action.

[sonsonnyjim] 13/9/2018 21:23

Don't think rainbow reads the board just enjoys trolling. Gonna try and not look at rns tomorrow 7am, think it's become an addiction..

[dafad] 13/9/2018 21:21

Sorry if already posted

[anotherdrink] 13/9/2018 21:19

And how will rainbow interpret lucky's partial sale......?

[diversification] 13/9/2018 21:18

I think the Chinese expansion will be more controlled than just suddenly falling into our lap. With talks going on for so long I believe NR has a good idea of when this will be completed.

[rogerbridge] 13/9/2018 21:14

Just taking my mind off the AGM and thinking about boron nitride and whether down the road we will see some useful possibilities in cancer care. I believe that scientists are currently investigating Graphene in cancer care.
Men with a high levels of the mineral boron are thought to reduce the risk of prostate cancer and have lower PSA. So maybe ther will be some interesting research down the road.

Sorry about the diversion, now where are those bananas.

[lovat scout] 13/9/2018 21:13

PRSM dip today was due to an FT article questioning value relative to Silicon Valley comparable companies. Companies weren’t very comparable so share bounced back!

[festario] 13/9/2018 21:10

Behold! SuperG has SPOKEN!

[woodpeckers] 13/9/2018 21:08

Neill's comments about updates at the AGM surely mean just that and are totally irrelevant to any big news which could come in the meantime which would HAVE to be RNSed.

I think a few are reading his comments and presuming that he is saying there will be no more news before the AGM... sorry but he couldn't possibly say that.. if a deal suddenly lands, he will RNS it and that could be anytime...

Personally won't be selling a single share... determined not to end up kicking myself.

[diversification] 13/9/2018 21:07

It is also fair to say that as the market cap increases the level of market expectation to deliver will increase.

This expectation of news in only going to increase as the shareprice does.