Versarien Share Discussion Threads

[owenga] 19/10/2018 18:28

Th damage today, was done in the first 5 minutes of trading, then we were simply stuck around the same price. Talk about manipulation by the shorters. I fear we have a hedge fund in on the act now. I don't see this as ii selling down. They wouldn't be so aggressive. Feels like IQE..

[alchemy] 19/10/2018 18:18

Totally agree.

[woodpeckers] 19/10/2018 18:10

Marshwarbler, hi! My personal view is that generally speaking, a company with a larger mc is more likely to be taken seriously by the big boys. However, in this particular case, I can't see it mattering a jot.

[realcooltrader] 19/10/2018 18:00

Alchemy, strafe is correct. Welcome Marshwarbler. I would say that VRS has the leverage as they own the product that everybody (bar some silly shorters) wants.

[marshwarbler] 19/10/2018 17:50

First post ever. Newbie. Holder since c20p but have bought on way up. Been reading the BB for a few months. My question is this: does a lower share price give leverage to companies seeking to take the collaboration further? Or would they be more encourage with a higher market cap. More questions later! Thanks

[alchemy] 19/10/2018 17:46

On a calm Mediterranean sea during WW2 a ship with Spike Milligan aboard was buzzed by a German aircraft . The ship was heading for Sicily with supplies. The plane circled and prepared to strafe the ship. Milligan went down to the cabin deck and said "captain, captain there's a plane going to shoot at us". Spike recounts that the captain who had been asleep said "That's alright, Milligan, he's allowed to, there's a war on".I always like to recount that - and same here friends , folks are allowed to sell VRS . They're not declaring War necessarily. They've got it wrong like the German aviator but the share price is (sic) allowed to fall. Don't fall for trendiness blaming shorters when the cause is sellers. _____. Spelling of strafe?

[rheumking] 19/10/2018 17:38

Well I think we all feel a bit bruised by the weeks share price action
Shorters have the usual easy task of casting doubt on a share that is going through a dip
If you look on message boards for any company you will see similar characters and they just migrate around probably looking for companies that have fallen already and come out with the same old patter and then as usual completely disappear when you get a tick up – they are annoying but we all know their game
I guess the question I ask myself at such moments is would I have sold if we were sitting at 200 as opposed to 130 and the answer is no as this is well shy of my sell point which is somewhere north of 3 pounds
No one likes to see a 30% fall but we have been here before several times and I personally trust the team enough to know that they are going to pull a rabbit out of a hat I just don’t know when but would think at some stage within the next 6 to 12 months
I don’t even think that it has delayed the time it will take for us to get that high given the speed with which this share price rises on a hint of good news
So overall as I am not selling no harm done as Neill says it’s just a digit in a spreadsheet

[grabster] 19/10/2018 17:14

"Wonder how long it’ll take Ford to realise there’s a better product and they’ve picked the wrong supplier?"

NR did tweet that Versarien are ready to pick up the pieces - which kinda suggests he expects it eventually will - and hinted that another car company might meanwhile take advantage. ;-)

Incidentally, don't tell Tim/loglorry, but Versarien subsidiary AacCyroma does already count Ford among its established customers. This from their website: "Working closely with BMW, Ford, Honda, Jaguar, Landrover and Leyland." (Leyland as in Leyland Trucks, which nowadays is a subsidiary of Paccar, a US Fortune 500 company and one of the biggest truck companies in the world.)

Connections, connections.


EDIT: This from the statement issued when Versarien bought AacCyroma:

"Using Versarien's existing graphene manufacturing capabilities, in combination with AAC Cyroma's knowledge, plant and equipment, the acquisition will provide the Group with an ability to produce graphene enhanced products for an established customer base, both domestic and international, including leading automotive OEMs. Versarien believes this will be the first dedicated graphene enhanced plastics manufacturing factory in the world."

Neill Ricketts, CEO of Versarien, commented: "We are very pleased to announce the acquisition of AAC Cyroma, our largest acquisition since IPO. The Acquisition is transformational for Versarien, adding a profitable business to the group and importantly one that has considerable synergies with our current activities. It provides a dedicated facility from which to manufacture graphene enhanced plastics on an industrial scale. With an established customer base, AAC Cyroma brings a wealth of knowledge of the plastics market together with existing infrastructure, making the combined operation the first graphene enhanced plastic producing factory in existence.

"We are delighted to welcome the management and employees of AAC Cyroma to Versarien and we look forward to working with them as we continue to develop the business together."

[woodpeckers] 19/10/2018 17:06

Well, not a great week but as Neill says "Depends if you are selling, if you aren't well then it is just a digit on a spreadsheet". At least Barclays have done me a favour, with their five day clearance of funds in to a SIPP my cash should clear by Monday...

Have a good weekend all, keep thinking about the bigger picture.

[tini5] 19/10/2018 16:59

Wonder how long it’ll take Ford to realise there’s a better product and they’ve picked the wrong supplier?

[chimpandy1] 19/10/2018 16:53

Normaly I enjoy reading the desperate messages from the shorters. It was worth a chuckle anyway, but its just boring and repetetive now. Congratulations Tim, you are awarded with my first filter! More to follow

[club sandwich] 19/10/2018 16:49

Taurus - shorters *are* the enemy; scumbags selling something they've borrowed and don't own to then sow doubt and fear in hopes of causing a price drop so they can profit. Utter vermin. Filtered.

[sonsonnyjim] 19/10/2018 16:41

Pretty much agree sdavis. It's a buy and hold imo, for a few years. I only get annoyed by people saying massive stuff is imminent without evidence as it gives people expectations. Loglorry and Co are easy filters

[loglorry1] 19/10/2018 16:36

I wonder how long it takes XGS, First Graphene or one of the many other competing companies to get in contact with the companies named in the VRS collaborations and send them samples of their own GnP to test?

[sdavis] 19/10/2018 16:31

Not sure what all the fuss is about. With no revenues to speak of the share price got too high. When we get a deal or two closing it will go up again. It really is that easy.

[loglorry1] 19/10/2018 16:30

And you blindly believed them? Yet you condemn anyone who believes Neill or superg1. Oh the hypocracy.

-------
That's a great point. Two things.

1) My argument doesn't rely on what they say being true. I'm saying that these companies have similar if not better competing products and their companies are worth 1/10th the market cap of VRS. In many cases they have scaled up and have customers, like Ford Motors, who are buying their GnP solutions and building them into their own products.

2) NR is incredibly promotional. He tweets many times a day and sets very high expectations. He is exactly the sort of CEO to shout about every single sales lead. His shareholder base is almost 100% retail and he knows they lap it all up like excited puppies. Look at what he said about the free Chinese factory back in January I think just before he sold some of his own shares. He's exactly the sort of CEO who will ramp anything he can and that's why I think he's releasing these collaborations when other companies don't think they are material and need a market update.

[adejuk] 19/10/2018 16:28

good riddance to a bloody week

[ellissj] 19/10/2018 16:13

Good idea hew, am sure graphene will usher in a new manufacturing revolution, with applications we can only dream of. hope trumps doubt. Faith dispells despair. Love transform fear. All in a days work ! Glalth. Best ellis

[hew] 19/10/2018 16:02

An interesting basis for wondering about how graphene might support, even improve this discovery relating carbon fibre structures and batteries. Weaker carbon fibre might be restored in strength by graphene, to get the best of both aspects. Wonder if it might simultaneously assist the battery effect? Not so sure about travelling inside a battery though.......

"The researchers studied the microstructure of different types of commercially available carbon fibres. They discovered that carbon fibres with small and poorly oriented crystals have good electrochemical properties but a lower stiffness in relative terms. If you compare this with carbon fibres that have large, highly oriented crystals, they have greater stiffness, but the electrochemical properties are too low for use in structural batteries."

[runthejoules] 19/10/2018 15:56

Anyone coming into this board for the first time wanting to learn about nanene etc will just find a load of numpties responding to the shorters. It ain't a good look. Never wrestle a chimney sweep, as Tony Benn said. Just filter them and keep the posts to relevant research and comment. All this too shall pass.

[adejuk] 19/10/2018 15:45

no. they crave the carbon dioxide of fear.
vrs will harvest it and turn it into nanene

[festario] 19/10/2018 15:43

More unpleasantness.