Versarien Share Discussion Threads

[mryl] 09/10/2018 16:26

Loglorry, would you please stop with your "the video was saying $300m MC by 2025"? Why not report all the other estimates you can find on the net? What about the ones that were shared by Neill on Twitter today?

[doubleorquits] 09/10/2018 16:25

Aim Company of the Year?

[mjatkin82] 09/10/2018 16:24

Campbed - anything to report from the NPL conference in Teddington #38612

[luckyorange] 09/10/2018 16:21

That will be the flippers and hopefully Katie out of the way, onwards and upwards.

I did wonder whether any of the II's buying on p/b would flip them and that question has been answered I would guess.

What was that about a TR1 and the 'cornerstone investor' as I thought they may have been flipping for profit too?

[magic beans] 09/10/2018 16:20

Tim/log.
You know very well that the major collaborations started less than 12 months ago.

If we're wrong about vrs then that's our risk. We'll still be able to get on board with XG because they seem to be struggling to get rid of their ipo shares.

You've warned us, so now kindly do one.
Thanks in advance.

[scottishfield] 09/10/2018 16:20

Adding around here. (again)

[volsung] 09/10/2018 16:19

Bounced a couple of times from 148p now. Could bode well

[rainbow23] 09/10/2018 16:15

Looking like a lost cause for the rampers now. They can't accept that they've been led up an ever lengthening garden path. I notice Lucian Miers has got this lot sussed as well.

[loglorry1] 09/10/2018 16:06

Log, why do you think it has to be XG or VRS? The market is going to be massive, with plenty of room for different companies.
------------

I don't at all. In the GEIC video they estimate a market size of $300m by 2025. That's not amazing. If VRS take 20% of that at say 20% net margins that's $12m of profit by 2025 not exactly knock the lights out sort of stuff is it for a £275m m/c company.

You are right though there is plenty of competition here. VRS seem quite a way behind here so you are effectively betting on them having the best product but other than NR and SuperG telling you so there is no real evidence of that. The adoption rate has been very very slow from collaborations which go back 3 years now.

[rainbow23] 09/10/2018 16:02

sp playing at submarines now but still a long way off the bottom.

[thecrunk] 09/10/2018 16:01

What a slaughter of the share price. Unfortunate. Only real news will do something here not tweets.....

[occultusverum1] 09/10/2018 15:56

Log, why do you think it has to be XG or VRS? The market is going to be massive, with plenty of room for different companies. Having read the quality of the questions you have previously asked Neill, it shows you have a very limited knowledge of the science, so I'm not sure why you think you can advise other people on the subject.

[superg1] 09/10/2018 15:53

Been busy

Just to reiterate. One in particular needs to buy a LOT to get out of his short position.

Nice song by the B52s by the way

Some shorts are T trades with the countdown clock ticking louder each day.

Amazing how much they will lie for gain.

Thank fk for XG and their lies a godsend for bear lies😂

[magic beans] 09/10/2018 15:48

Tim/log
No need to thank me for pointing out that XG actually have falling quarterly revenues.
Their financial statement looks like a train wreck. Looks like they always miss their eoy revenue targets too.
Why are you on this board anyway? Surely not for our benefit?

[grabster] 09/10/2018 15:45

Xg Sciences Inc's Revenue rose by % in II. Quarter (Jun 30 2018) year on year, to $1 million and declined by -4 % sequentially.

Xg Sciences Inc is Expected to report next financial results on November 06, 2018.





loglorry - if you are going to try comparing VRS with rivals, you could perhaps find a better example than XG? Or is that the best you've got?

[richardc77] 09/10/2018 15:44

Lots of filtered posters today, wonder what they are saying 😂

[rainbow23] 09/10/2018 15:43

Shaping up for a dive into the close now. Roll on tomorrow for another red ten.
NR has overegged the pudding big time here. A common trait in AIM CEOs.

[herschel k] 09/10/2018 15:42

"At the end of the day sales are the acid test and VRS is falling way behind."

Are they really?

Even unprofitable sales?

Some business owner you'd be............

[devereaux] 09/10/2018 15:42

9 degrees re 38946
Share Centre are still messing about with my lot.
You are not alone

[herschel k] 09/10/2018 15:42

"You are assuming fewest layers is best always and that's simply not true. There are plenty of other factors that come into it."

I haven't said that, but let's see how much research you've really done - what other factors?

[loglorry1] 09/10/2018 15:36

@HK yes I've done plenty of research. You are assuming fewest layers is best always and that's simply not true. There are plenty of other factors that come into it. In any case the spec sheet for Nanene uses Raman Spec to measure layers that's not even the certified way as per the ISO PAS standard which specifies BET so we don't even know if the numbers there are to be relied upon.

At the end of the day sales are the acid test and VRS is falling way behind.