Versarien Share Discussion Threads

[sonsonnyjim] 14/9/2018 14:53

Numbers looking good fest? Also good question on the equipment collab, a few unanswered / unfulfilled bits from the interim to clear up ( I have little doubt things are going very well)

[rafboy] 14/9/2018 14:50

fuji99, indeed and looking forward to it.

[top button ol but] 14/9/2018 14:49

Campbed - for info and to give you another option if needed, there is a pub right outside the GRFC ground that is owned by ex-player Mike Teague. Its called White Hart (Teagues Bar). Might be worth checking, but they used to do food all day. Cheers TBOB

[tmoon] 14/9/2018 14:47

I am not able to attend the AGM but would appreciate it if someone could ask for an update on this statement in the interim results, namely "Our European equipment supplier is aware that market-take up will require either significant quantities of standard equipment or custom designed equipment and we intend to enter into a collaboration with them at the earliest opportunity". TIA. TM.

[nemo19] 14/9/2018 14:42

Also just sent pm to campbed. 2 of us will be there.

[fuji99] 14/9/2018 14:42

Sells to buys ratio is 1:2 now.

[ellissj] 14/9/2018 14:40

Indeed divers. We also know per last poddy, that rivals to some of our collab partners have been enquiring also. Then we have geic opening by yr end. How bulging could this pipeline be ? Aimo. Best ellis.

[fuji99] 14/9/2018 14:39

rafboy "...this could have further to go today" and next week ...

[rafboy] 14/9/2018 14:30

Now paying £1.846, this could have further to go today.

[spike_1] 14/9/2018 14:26

Brilliant campbed and thank you ;0)
Very much appreciated.
Best wishes - Spike
I'm 'booking' two lunches right now. We will all have much to discuss.

I would add, that campbed is underwriting the costs involved/minimum number, so early acceptance can give him comfort that this is worthwhile.

As has been mentioned previously, the alternative 'haunt'(which is 10(?) miles away - Somerset Arms, Cheltenham) is not open till the evening, and doesn't actually do 'food' as such.

[diversification] 14/9/2018 14:25

I am on a £400m market cap without international expansion or an order by year end.

If either of these drop from a positive collab or a Chinese/American role out then this target will be revised.

[sonsonnyjim] 14/9/2018 14:21

Dolores - Yes if orders arrive, up in the air atm

[dolores123] 14/9/2018 14:19

Could we be looking at £3 by Xmas??

[whiteslice] 14/9/2018 14:07

"Sell in May return on St Ledger Day"

St Ledger Day tomorrow - Monday could be interesting when all those who sold in May try to get back in :-)

[campbed] 14/9/2018 14:03

In case you think my offering to administer a post–AGM buffet lunch makes me a VRS supporter, I am. But not at any price and I think some irrational exuberance is in the share price at 175p . That’s a market capitalisation of £275m (156.88 million shares including options).

I have attempted to put a value against each RNS issued so far and expected but I cannot get to more than £200m in total.

However having bought most of my shareholding in 2017 at well under 100p I have a lot to be thankful for and in 2017 would have been totally delighted by a share price of 130p in Sept 2018. But I’m not selling any (behavioural economists note my irrationality). Actually I don’t really think it is too irrational given my personal situation, not to mention the fantastic (if not easily quantifiable) potential for 2D materials!!

[campbed] 14/9/2018 14:00

For those attending the AGM on the 25th at Kingsholm (Gloucester RFC), there had been mention by some regular posters of organising a Advfn BB Supporters Club get together afterwards.

For example:

Spike_1
11 Sep '18 - 11:08 - # 32450

mikeod
Re: post-AGM lunch at Gloucester venue? I have drawn a blank so far on that, but still trying to sort it. Would a 'stand up' buffet work, rather than a sit down meal. It would allow a greater level of mingling?



So I contacted spike_1 about this who explained he now has other pressures on his time.

Therefore I (only an occasional poster) am offering to administer such a buffet lunch after the AGM. The catering people at Kingsholm say they can provide such a lunch at £11/head with proviso that the numbers and payment are given to them beforehand. They can also put on a cash bar.

I have been in contact with the directors who say they will have to depart Kingsholm at end of the AGM. As I think they will want to leave plenty of time for Q&A I doubt that will be before 1.30pm (but I am not sure).


If you would like that buffet lunch (sandwiches/nibbles/fruit) after the AGM then please private message me on Advfn by next Wed 19th . The cost will be £11/head payable in advance through me. There will also be a cash bar. I’ll also prepare name badges for those paying for the lunch that show real name/Advfn Handle unless you don’t want one.


On that basis I see the shape of the day as:


- Pre-AGM coffee/tea/biscuits
- 11:00 formal AGM business
- Thereafter informal Q&A with directors
- (say 1.30) end of AGM with directors/management leaving

- (say 1:30 ) Post-AGM cash bar with a buffet lunch for those pre-booking and pre-paying £11 through me.

- 3pm finish


Any queries, please private message me or post them.

[spike_1] 14/9/2018 13:59

Thanks Tim and Fest.
All looking good - so far - ;0)

[festario] 14/9/2018 13:55

Its almost 181p to sell up to 30k. The buyer is obviously very active.

[sonsonnyjim] 14/9/2018 13:34

People speculating on news early next week maybe?

[woodpeckers] 14/9/2018 13:33

Looks like we might have a nice blue finish to end the week. :-)

[tim3416] 14/9/2018 13:26

Can sell 100k shares online at 177.32 for info

Edit Sorry Spike just seen your post to Fest I’m sure he will give a more detailed analysis

[spike_1] 14/9/2018 13:25

Fest: how are the numbers looking pls. ;0)

[ashehzi] 14/9/2018 13:24

Those who have been in PRSM know the rise keeps going. I rode it quite long from 400p range to 1600/1800p range. There are no technicals and fundamentals changes here, so for me, selling is not an option. Some sell so early and I'm sure there are many here who did to other risers of the past. You need not many, just one or two great stocks and your future is sorted. E.g. if fest sells 1 million shares at £10, then that is 10 million for him and he doesn't need to invest that much in future. Few hundered thousands will then be enough to invest further.