Versarien Share Discussion Threads

[ellissj] 14/9/2018 09:24

Would US and UK accreditation move the share price ? To my mind yes, because it raises expectations of a 2D market forming with sellers/buyers, sales etc. As a layman i was pleased to see neill welcome bsi graphene flakes publication last tuesday. On the same day, ray gibbs of haydale moves upstairs ? Conincidence ? Unsure, but either way vrs looks to be sitting pretty atm. Aimo. Dyor. Best ellis

[club sandwich] 14/9/2018 09:23

Just to reiterate: all I've done is punch some figures into a spreadsheet and report back on what the numbers *could* be - anyone else can do the same with their own assumptions and get very different (but probably still large) results. And of course my numbers aren't right - there are far too many variables which are unknown (to me) - not least price per T, which will almost certainly vary wildly from client to client, if not order to order, and from application to application.

However, even on modest assumptions one quickly gets to telephone numbers: IF everything goes to plan, IF we're right about the 4th industrial revolution and graphene's role in it and IF there's no takeover or black swan event.

[maroonbells] 14/9/2018 09:21

Why you aiming so low Owenga? What about a 1000 bagger, come on. ;)

[squire007] 14/9/2018 09:18

Yes, amazed 2 whole weeks no RNS, just make me feel next one anytime now/soon is the one we deep down are waiting for .......... 'paperwork' take ages ...Yawn zzz

[ellissj] 14/9/2018 09:17

50k at 180p says friday feeling here we come ? ;) best ellis

[sonsonnyjim] 14/9/2018 09:13

Squire no RNS so no lol

[squire007] 14/9/2018 09:11

Anyone got the Friday 'feeling' ............. ;-)

[diplomat65] 14/9/2018 09:04

This may appear off-topic but there is mutual interest here. . . . I remember one of IQE's staunchest supporters and respected contributor to the IQE BB becoming quite agitated any time questions were asked about IQE taking an interest in Graphene.Shame he's no longer around to comment on this item posted on the VRS board a few hours ago - hTTp://www.iqep.com/innovation/graphene/Neil Ricketts CEO at VRS was in South Wales recently and there was speculation of his company joining the Compound Semiconductor Cluster/Catapult hTTp://csa.catapult.org.uk/Given the strong interest Teresa May has taken in VRS and the unique secondment of two of her senior civil servants from the DIThTTps://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/VRS/13649635.htmlthe closer the relationship formed by IQE and Versarien the better. There may be some protection afforded to VRS and other emerging U.K. tech companies, by Govt intervention should VRS find themselves subjected to the sort of destructive shorting practices currently being perpetrated by US investment company T Rowe Price on IQE.

[haz101] 14/9/2018 08:59

Zagro that’s roughly what I’m talking about

[sonsonnyjim] 14/9/2018 08:57

Super how'd you calculate those dividends?

[rocket fuel] 14/9/2018 08:55

super, It will not be closing the day at £100 ;)

If one holds tight, down the years, one will be looking at £100 plus, a pop!

[zagrosfold] 14/9/2018 08:55

I concur with some of the more ambitious valuations. The market has always put a high PE multiple on businesses that are classed as cutting edge. One good example was ARM holdings which always had a ridiculous PE ratio and was sold for a massive valuation compared to it's profits maybe because it was seen as so important to the world's industries. VRS will surely be valued the same? The crazy number of uses graphene has that will change the world makes this company better than all the rest imo

[haz101] 14/9/2018 08:54

Tbh I’m not too bothered on the share price at present I think over time we are onto something mega here, I’ve no intention of selling a single share if anything hoping to add when I can

[superg1] 14/9/2018 08:52

Rocket lovely thought but when I think of that figure and a 15 PE it means £1 bill profit needed assuming no dilution.

A tad more water needed to go under the bridge between now and then.

Owenga would be happy though on a 5% dividend payout of £125k per year for his £5k bet.

[haz101] 14/9/2018 08:52

I said ‘hoped’ and yes the orders would need to be in unless we get 1 or several mega orders :)

[sonsonnyjim] 14/9/2018 08:48

Haz £ 100 means a lot of orders though, it's hard to predict a cap, could be £10 could be £500

[sonsonnyjim] 14/9/2018 08:46

If we're one of very few certified producers and someone like aecom make a big offer we will be flying, I doubt there would be such gov involvement if these sorts of things weren't likely.

[haz101] 14/9/2018 08:46

Rocket fuel the thing is £100 in my eye means orders, proven business model etc etc, so imo £100 kicks on to even higher things as the product gets realised...

[foolishben] 14/9/2018 08:42

Fair play, your lack of greed is admirable. I’m also hoping to buy my freedom with VRS (and a few other investments) but it will take a bit more than £4 for me. Luckily I don’t think that necerssarily means my freedom is much further off, maybe a year or 2 if things pan out as I expect.

[bootie64] 14/9/2018 08:42

I'm surprised that there was no comments from the cement additive link posted yesterday.

A question for the more knowledgeable on graphene, is this not very encouraging news to tie in with the Versarien & Aecom collaboration?

From the Aecom RNS
Neill Ricketts, CEO of Versarien, commented: "We are very pleased to have entered into this latest graphene application collaboration agreement, the first where our graphene will be incorporated into a large scale structure for use in construction.

Should this collaboration progress as we hope the potential for Versarien is considerable, as the volumes of graphene that will be required are significantly larger than for many other applications given the scale of the structures being produced.

[haz101] 14/9/2018 08:41

Based on all the information we have at our disposal, if a significant order comes through I’d guesstimate £10 nailed on and from there... my own hope is £100 over time

[richafling] 14/9/2018 08:39

If you consider Graphene as one of the new pillars of the next industrial revolution, been cited a few times, then we should also look at the historic impact by the companies that drove the current industrialisationOil majors would be one of the current pillars, take Shell, BP, Total etc and see what they have delivered in shareholder value in the last 50 year'sBreathtaking possibilities Regs

[rocket fuel] 14/9/2018 08:39

This is a £100 stock.. what's wrong with you lot.. Jeez!

[haz101] 14/9/2018 08:36

Reading posts this past few days and if przm anything to go by I don’t think £10 is unreasonable