Versarien Share Discussion Threads

[luckyorange] 17/9/2018 07:24

Don't disagree that it is going somewhere superg, but sometimes it is good to re visit a share and try and discard what you think you know as a reality check.

Seen it before on many shares and really would like VRS to be more 'measured' , but I am in here and will run with it although it is alien to me at the moment with the extraordinary valuations for the future.

I know that is what it is all about in AIM, but income is needed for the forward push.

[curtain twitcher] 17/9/2018 07:23

Innovate UK

Ellen Pope, Posted on: 14 September 2018 - Categories: advanced materials, Enterprise Europe Network

Are you an SME working in the advanced materials space? Does your work have applications in transport and mobility? Do you want to break into international markets or increase your international collaboration?

This could be the right opportunity for your company.

This November Innovate UK and the Enterprise Europe Network are running their second visit to South Korea for businesses focused on advanced materials for mobility. The visit will give successful applicants the opportunity to visit research centres, meet South Korean companies and attend international exhibitions.

The aim is to develop strong international partnerships for future collaboration and commercialisation.

Why South Korea?
South Korea is a country which has experienced spectacular growth and is the 11th largest global economy. Whilst South Korea is heavily dominated by the large chaebols (such as Hyundai, Lotte, Samsung etc), the government’s current R&D innovation strategy focuses on greater investment into SME's and aims to stimulate international collaboration. This is the optimum time to form partnerships with South Korean companies.

There is a strong composites industry in South Korea which has had significant funding into the automotive and aerospace industries and the development of new carbon fibre technologies.

Recent collaboration between the UK and South Korea within this sector saw the launch of the Advanced Manufacturing Research Centre in Jeonju City, resulting in a market offering significant opportunities for UK companies who are developing advanced materials for mobility in the following key focus areas:

Composites
Light weighting
Carbon fibre
High performance materials

Previous innovation mission
In March 2018, the first advanced materials visit went out to South Korea to network, meet potential collaborators and investigate the potential for UK-South Korea collaboration. Consisting of two groups, made up of representatives from Innovate UK, KTN, EEN, the HVM Catapult and numerous companies from the advanced materials sector.

The first program had a similar format to the upcoming second trip, with pre- and in-country briefings detailing the differences in how business is performed in South Korea compared to the UK, as well as visits to South Korean companies and research institutions.

The visit was a success with companies networking and ongoing discussions occurring for multiple companies around future collaborative projects

Potential for UK companies
One UK company, Versarien, signed a collaboration agreement with AXIA Materials. Versarien, which is listed on the Alternative Investment Market, is a pioneer in manufacturing two-dimensional materials, especially graphene, which has heat transfer properties which are particularly attractive to the Asian IT industry.

The chief technical engineer at Versarien who represented the company on the trip said:

"Our focus is definitely on 2D materials, which have very good thermal conductivity properties. The visit was really well organised and the companies we met were good and relevant. It has opened up the opportunity for future collaborations with potential industry partners."

[ellissj] 17/9/2018 07:21

Exactly graphite, and when US/UK accreditation and certification of products rolled out ; the market will shift focus and have expectations of sales/orders. Therefore, reflected in share price? Aimo. Best ellis

[superg1] 17/9/2018 07:17

Just saying because at 90p Rid was saying he was worried about people buying in too high and he sold a load.

Not picking on you Rid you have posted a bit over the weekend and your view is a good example of the step change by many.

I actually prefer the caution on all shares but I get why there is exuberance here, it's hard not to be excited considering what's been in recent news. DIT secondments and recent news seems to indicate it's going where we think it will.

[graphite bot] 17/9/2018 07:09

Agreed Superg. Appointment of Matt especially has given confidence and changes hope into expectation.

[superg1] 17/9/2018 07:02

Just asking. I know e have had material news but what has changed in the minds if investors to no longer go on about we need news above collaborations, we need orders.

I take it the DIT secondments and change in the direction of wording like in Axia and AECOM news is the driving force.

A change from working with to indications that orders and products will come into play and potentially substantially.

The news style has changed and a big change in the way people post has kicked in too imo.

[runthejoules] 17/9/2018 06:59

ridicule re flipping I think some pointers on your research/thought process, what pointers / clues made you flip and when would be much more useful than merely stating 'Loadsamonnneeeyyyy!!' :-)

It is more gentleman or womanly to talk of % gains, I believe.... x

[superg1] 17/9/2018 06:58

Rat

Sick post which probably means mental health issues so I suggest all filter and ignore then as they will get a kick out of it.

ADVFN won't do anything unless it's from the person affected and then they take severe action called removing it, it's about as far as they go.

ADVFN are completely useless.

[shammytime] 17/9/2018 06:05

It is Mr Ricketts birthday today. Now that deserves a nanene sprinkled RNS...

[1teepee] 17/9/2018 04:22

Looks like they found their answer;)

[richafling] 17/9/2018 02:02

Depends where you are ... in USA at present and 6 hours behind the UKRegs

[turbocharge] 17/9/2018 01:46

On that note, time to turn off the lights

[ridicule] 17/9/2018 00:15

Fest I fully agree with you. VRS is entering a very exciting phase. So let’s GET IT OPEN!!

[festario] 17/9/2018 00:09

Fair play Ridicule.Now, GET THAT STOCK MARKET OPEN!

[ridicule] 17/9/2018 00:06

Fest I agree with you timing is important and there is clearly an element of luck. I did not mention Tern today because of the appropriam some people, including Lucky, heaped on this issue at the time Tern was last brought up by me.

You make a fair point though that Tern did feature. I did not ramp it, I pointed out that the debt arrangement where every tranche of money Tern borrowed resulted in them having to issue preference shares was an equity dilution death spiral, even though they were invested in some exciting IoT seed companies, the debt arrangement was a killer factor. I highlighted the fact that the debt problem came to an end with the shares at 3p when new non-dilutive debt arrangements were put in place by Tern management. This to me was a clear buy signal. At the same time, having bought a significant number of VRS shares at circa 14-15p and with VRS approaching £1.20, I was becoming concerned that they had got ahead of themselves in valuation terms on fundamentals. My point here, is that the strategy I have described is not just flipping on the toss of a coin, it is about identifying two investment factors that point to a one share potentially falling and one potentially rising. This in fact did happen. I realised the profits on VRS that I listed on my earlier post today and, since you ask, I made the following profits on Tern As they rose from 3p to 40p.

Account 1 £16,836

Account 2 £58,502

Account 3 £76,375


This profit plus original sales proceeds and profit from VRS was invested back into VRS progressively from 60p to up to £1.21, the majority going back in around the 60-70p mark. I show these profit figures not to brag for goodness sake but to show the power of leverage if one can find two shares with potential for one to go up and the other to go down because of clearly defined circumstances. The strategy is clearly not without risk and VRS for example is now so firmly underpinned by a number of exciting factors such as DIT, the large number of Chinese opportunities ans the USA options that it has ceased to be a suitable candidate.

Now you also asked me to be honest about any money I have lost on Term. I still have a quantity because I still believe in the investment story, but I am underwater currently:

Account 1. £11,264 loss

Account 2 break even

Account 3. £52,300 loss.

The Tern results come out tomorrow so I am letting you see my exposure. I do take a 2 year view, however, and Tern have £4m in the Bank. Because I still, like VRS, believe in the story, I will not sell unless I see them going bust or the story changes.

Your conflation of an investment debate with the higher values of charity and giving was unfortunate. I am sure all of us do good things and I take great comfort and satisfaction from giving and holding charity functions. I am spending all day on Tuesday packing aid cases for the flood victims in Kerala for example. It does not stop me being interested in an investment debate and it is a pity to conflate the two in a prejorative way.

Best wishes

[diversification] 16/9/2018 23:33

Trading a share or getting itchy fingers has historically cost me a lot of money. A share such as VRS with such a compelling story and a solid chain of newsflow allows me to hold with comfort. I personally don’t have the time to keep an eye on any stock to enable me to trade it so I am a lot more comfortable letting it ride through the ups and downs until the story becomes less compelling.

This week promises to be another interesting week and whilst I have no intention of chasing RNS’s the law of probability would suggest we have a good chance of hearing something this week.

NR and teams Twitter silence has become deafening after such an enthusiastic start to the week, especially when you consider how active they have been on social media over the last 12 months or so.

This could be big, very big as I don’t think NR is in the habit of playing games.

[luckyorange] 16/9/2018 23:04

Because he sold you his shares on the ramp Festario.

[festario] 16/9/2018 22:51

I also don't want to hear how rich everyone is going to become.It's quite churlish actually, and won't even materialise in its full sense, because everyone, yes, everyone, even me... will be slicing some profit at higher levels.So let's get real, and I'd rather hear what GOOD people are going to do with their future profits.Who they are going to help? What good causes are they going to support?Who's lives will be made easier?That's what I'm more interested in.

[festario] 16/9/2018 22:48

And... those 35k lost shares becomes a bigger and bigger loss in real terms every week.I'm annoyed, but it's no one's fault but my own.But... I seem to recall Ridicule ramping TERN at that time?So tell me.... how come you didn't make a loss there? Be honest mind!

[ashehzi] 16/9/2018 22:42

Good point fest. It doesn't work all the time, especially if all start doing same. Hence different people, different strategies, different results and different risk appetite.

[haz101] 16/9/2018 22:41

Good to hear you man enough to show the other side of the coin fest

[haz101] 16/9/2018 22:39

For every success there are prob 10 failures think the smarter cookies will take ridicules post in that context but fair play to him if he has achieved that success, for me it’s interesting to hear the techniques used it definitely is a learning curve here for me on this B.B. obviously quite a few ppl here well schooled in the craft

[festario] 16/9/2018 22:38

You got lucky Ridicule. That's all.On the fall from 120p to 60p, you and a then unknown fund were selling out.If VRS had announced a Jinan deal or large order you'd have lost a lot of shares.I tried the same as you by selling a few at 116p and piling into TERN which more than doubled, then collapsed.I brought the remainder of that cash back here, at around 140pI did what you did essentially, but it cost me about 35k VRS shares.

[festario] 16/9/2018 22:34

Ratpat, that's incredibly naïve of you.By copying that insane post here, you've forced those of us who have him filtered now read it.You have also brought it to a board where it will be read by many.Why didn't you just leave the lunatic ramblings where they belong? On a thread that no one ever reads.