Versarien Share Discussion Threads

[ridicule] 14/10/2018 01:10

Well done Owenga for getting the Sunday Times article on to the bulletin board so quickly. A pity that Cowie uses the burnt finger angle to reprise our little gem, but I can now go to bed. Thank you.

[cheek212] 14/10/2018 00:55

A nice RNS to follow up Monday, ahead of NRs presentation to the NGA would also be fandabidozy!

[haz101] 14/10/2018 00:52

ROLL ON MONDAY! going to be a lot of ppl doing their homework on our little company :)

[owenga] 14/10/2018 00:43

From Ian Cowie column in the Sunday times.Even more embarrassingly, I was still buying just before the music stopped. I picked up some shares in a Cheltenham-based engineer, Versarien, which claims to have found a way to commercialise the "wonder material" graphene.Yes, really. This month I paid 177p for shares that were trading at 147p last week, wiping out 20% of the capital invested. Ouch. To make matters worse, I took the plunge after months of watching the share price rise and nearly caught the absolute top; Versarien peaked at 190p.What possessed me? An occupational hazard of being paid to look at shares is that you keep coming across interesting opportunities and I was impressed by Versarien's chief executive, Neill Ricketts. He is a director of the US National Graphene Association (NGA) and told me he had signed a letter of intent with Chinese authorities to equip a factory in Shandong province's "graphene valley". This shows more of a global reach than you might expect from a small firm based in Gloucestershire.More importantly, it suggests Versarien is taken seriously by industrial rivals in both of the world's biggest economies. Ricketts also seems to have impressed when he accompanied Theresa May on her export-boosting trip to China earlier this year.Since then, the Department for International Trade has seconded two senior staff to Versarien, one of whom speaks Mandarin. That's an unusual level of state support for a small business.It is also reassuring to find that shrewd stock-picker Gervais Williams, the manager of Miton UK Smaller Companies and Miton UK MicroCap funds, is a long-term shareholder. He told me: "We expect many of their partnerships to lead to new product launches with plenty of potential to scale up over time."This raises the important point that short-term stock market shocks are very harmful for day traders or speculators but need not necessarily matter much to medium and long-term investors. At times like these, it may pay to remember that shares reflecting the changing composition of the London Stock Exchange delivered higher returns than cash over three-quarters of all periods of five consecutive years since 1899.

[rainbow23] 13/10/2018 23:55

What has the eagerly awaited Sunday Times article got to say then? Naff all I suspect.

[runthejoules] 13/10/2018 22:38

With all this talk of graphene on silicon circuits, and Neill's visits to Wales, plus the unending fall in price, it wouldn't surprise me if IQE were VRS's next purchase...

I wish I was completely joking, eh adejuk?

[ridicule] 13/10/2018 21:54

lse999 Your post 40312. Here is another factor to add - The heavy share churn above 1.25 - 1.30 has further consolidated the share base above £1.20.

[1retirement] 13/10/2018 21:51

Good man Smithy, away over to that board sure to talk about it, you appears to be lost and found yourself on the wrong board.

[ih_683047] 13/10/2018 21:35

I actually own shares in Elcora Advanced Materials. It is one of my US graphene plays, as not only has it achieved vertical integration, but they are in partnership with Lockheed Martin. Big potential.

[woodpeckers] 13/10/2018 21:34

Just seen his tweet from David...
David Kerr
‏

@DFK007
Oct 11
More
We just show medical applications in 3D modelling and video on the app using the AR

[graphite bot] 13/10/2018 21:32

hxxp://vrworld.com/2016/07/15/graphene-batteries-will-make-mobile-vr-ar-reality/

[graphite bot] 13/10/2018 21:30

Lots of companies involved with AR . But Apple would want the best graphine in there products. And normally insist on NDAs

[zagrosfold] 13/10/2018 21:28

AR is augmented reality, not Apple

[woodpeckers] 13/10/2018 21:22

Well David certainly sounds excited about it and why would Neill say Shhh! if he wasn't 'giving something away?'

[1teepee] 13/10/2018 21:14

Depends what the nda says I think

[sonsonnyjim] 13/10/2018 21:07

If I'm not wrong AR is Apple? Surely if we were working with them it'd have been RNSd?? Apologies if wrong

[luckyorange] 13/10/2018 20:48

Thanks Iain, it's this bit about bits and semiconductors that caught my attention....

" "We aim for highly integrated optical transceivers which will enable ultra-high bitrates well beyond one terabit per second per optical channel. These targeted systems will differentiate from their semiconductor-based forerunners by substantially lower complexity, energy dissipation and form factor going along with a higher flexibility and tunability," explains Templ."

Will that make semiconductors obsolete?

[iain dick] 13/10/2018 20:25

Geeze....this looks pretty good !!!!

This could make graphene-integrated devices the key ingredient in the evolution of 5G, the Internet-of-Things (IoT), and Industry 4.0. The findings were published in Nature Reviews Materials and highlighted on the cover.

"This paper makes a clear case of why an integrated approach of graphene and silicon-based photonics can meet and surpass the foreseeable requirements of the ever-increasing data rates in future telecom systems," says Andrea C. Ferrari, professor at the University of Cambridge, Science and Technology Officer of the Graphene Flagship and Chair of its Management Panel. "The advent of the Internet of Things and the 5G era represent unique opportunities for graphene to demonstrate its ultimate potential," he concludes.

[woodpeckers] 13/10/2018 20:24

Does anyone understand all these tweets about the AR app? Is Nanene/ graphinks in it?

David Kerr
‏

@DFK007
Following Following @DFK007
More
Replying to @SonnyJim2355 @neillricketts and 4 others
We have phase 1 of the app with augmented reality feature ready for @NGAgraphene show then phase 2 ready for @IDTechExShow next month. It will be available to download next month, then we will keep adding content.

11:47 AM - 11 Oct 2018


and just now,
‏

@neillricketts
16m16 minutes ago
More Neill Ricketts Retweeted David Kerr
Shhhh

[johnveals] 13/10/2018 20:13

And your point is?

[johnveals] 13/10/2018 20:05

Absolutely Tomduck. They are a pathetic bunch.

Sonsonnyjim, if a enters into a contract with b them the terms and conditions are whatever has been agreed between a and b.