Versarien Share Discussion Threads

[sonsonnyjim] 14/10/2018 17:14

Don't think club was trying to play him Ellis, bit harsh

[ellissj] 14/10/2018 17:09

Exactly club, it's yr own view re not before xmas. Fair nuff. But you implied matt had informed that view. You tried to play him, but got nothing. So we're back to where it's just your opinion, unless the facts change. Aimo. Best ellis

[club sandwich] 14/10/2018 16:54

Woody - fair point, received and appreciated ;-)

[rogerbridge] 14/10/2018 16:52

Just for Rainbow “Get that stock market open”

[haz101] 14/10/2018 16:48

Thanks grabster

[woodpeckers] 14/10/2018 16:47

clubbie, as I said, no jibe intended, (you know I love you!), just think it's important to make sure that personal thoughts/interpretations are posted as such so that those speedreading don't get the wrong end of the stick. i think we may all have to do a bit of that over the next few days if the boards gets even busier than it normally is.

[woodpeckers] 14/10/2018 16:44

Red, courtesy of owenga,
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.

[club sandwich] 14/10/2018 16:43

already been done twice, above...

[redchef] 14/10/2018 16:38

Can someone post a transcript or synopsis of the VRS relevant parts of the Sunday Times article today?

[club sandwich] 14/10/2018 16:34

Woody - obviously I should have added 'IMO' to that post you quote - because it is obviously just that ;-) I'd hoped the phrase 'I doubt' carried the same implication, but obviously not.

As I said, time will tell. I'd love to see a maiden China contract/MoU by Christmas as much as anyone else. *my own view* is that issues around IP, valuation and HMG approval/sign-off will prevent that, and may do so for many months to come. Let's see if that's actually right...

[woodpeckers] 14/10/2018 16:06

Well, I obviously have my rose coloured specs on today because all I can see is Matt saying, sorry, but as you know, I can't give you a timescale...

[ellissj] 14/10/2018 15:58

"IWestbrook

@IWestbrook5

I'm sure you can see it from the s'holder perspective though: we don't know whether a China deal (or a collab order, come to that) is going to drop tomorrow, next week, next month, in 3 months or 12 months or never. Not one of the more pleasurable forms of anticipation... ;-)"

Matt Walker

@MattWal79512221

Replying to

@IWestbrook5
@lwalshy92 and 3 others

"I honestly do see it. I also put your frustrations down to your passion alongside... well, frustrations etc."


In response to club, matt says 'i honestly do see it.' Of course matt avoided a timeline, which was the trap set by club.

Full confidence in our hard working vrs team. Aimo. Best ellis

[woodpeckers] 14/10/2018 15:56

Clubbie, please don't take this personally, but can i suggest we don't make comments like the following unless there is something in the tweet which really substantiates your take on it otherwise people speed reading will presume that Matt has suggested there will be no news this side of Christmas and for the life of me, I can't see anywhere where he says that...

"see my current Twitter exchange with Matt. Doubt we'll be seeing anything China-related this side of Christmas..."

[club sandwich] 14/10/2018 15:55

Sonson - absolutely. We are in the very fortunate position that China - transformative as it may be for the company - is simply one strand of many possibilities...

[sonsonnyjim] 14/10/2018 15:52

Club, also remember there's so much more going on. TBH a good order would excite me more

[club sandwich] 14/10/2018 15:50

Tomduck - rather be a pessimist/realist and be pleasantly surprised. Nothing would please me more than to see a maiden China deal/MOU by Christmas, but I just don't think it's going to happen.Maybe I'm wrong, time will tell. Nothing would please me more than to be wrong ;-)

[woodpeckers] 14/10/2018 15:47

clubbie, nemo...don't see anything there that is telling me we won't see anything this side of Christmas...

[onone2] 14/10/2018 15:46

ff you may be in regression of the flint stones with the electric vehicle, but the evolution will be
with the hydro vehicles..

mercedes just launched hydro but not available in the uk,if it was then it would not be of no use, as the uk has no infrastructure "charging stations"

[sonsonnyjim] 14/10/2018 15:46

Also club I think you'll be pleasantly surprised

[ellissj] 14/10/2018 15:45

Re MW tweet; a perfect response from a senior civil servant. Straight bat, you can't play him. All good as far as i'm concerned. Aimo. Best ellis.

[sonsonnyjim] 14/10/2018 15:44

Club Matt can't give timelines. He also said he can't say too much due to ramping rules...

[forestfred] 14/10/2018 15:39

Onone2

What do you think .

Every major country will want to be part of a disruptive technology evolution .



Quite simply there is no controlling it’s progress or evolution .

How do you hold back a industrial revolution and materials with the potential to change the way we all live ect .

Ff

[senden11] 14/10/2018 15:31

You're sounding a bit like Cantona....back to my Australian. Ps edit: previous post now apparently changed to more anglicised form of cryptic

[onone2] 14/10/2018 15:29

shepherds pie is made with lamb,as cottage pie is made from beef,

shepherds pie fluff the mash with a fork to look like the fleece of a sheep.

cottage pie comb the mash with a fork and sprinkle some parsley to look like a cottage.