Versarien Share Discussion Threads

[20pc] 27/10/2018 14:08

For those who don't understand, or prefer not to, why companies have different stock market valuations, its not rocket science its because investors have decided the higher cap stocks have a better chance of success. So why does VRS have a high stock market cap compared to its peers? If you are buying a product, any product you would surely like to see information on how well the product works and what backing it has. You might like to see data stating testing performance. So in VRS's case how about the carbon fibre reinforced polymer and PEEK data independently tested by either/both University of Manchester and Victrex measuring increases in tests listed between 17% to 86%. What about connections, links with all the great UK universities including Manchester and Cambridge, UK Gov 2 secondees, around 20 collaborations, so that lot must think VRS have a fair chance of success. Are they a one trick pony? Well they have Nanene, Hexotene, Graphinks, so are they just interested in supplying graphene. They also have subsidiaries, AAC and Gnanomat moving up the chain. Is the company easy to communicate with, I have never invested in a company that comes close to VRS with regards to letting its shareholders know that they are part of the story. If there any other companies in the sector with matching criteria perhaps they should also be afforded a high market cap. Don't worry though it will all come out in the wash.

[ellissj] 27/10/2018 14:00

And this section from that justin waite
Blog, stands out to me. Also Of course, since jan 2017, vrs are multiple 2D CPI tender winners, and are very well positioned re proposed ISO standards. And with the US graphene council. Aimo. Dyor. Best ellis

"Why Versarien?

As Graphene is often talked about being the next big game changer, a lot of companies are attempting to enter the market, so why choose Versarien?

5 Reasons:

1. They have patented processes for both the graphene nano-platelets and the ink manufacture.

2. They are currently the only company willing to independently validate their material.

3. They are the only company with Cambridge and Manchester University (the home of Graphene) as shareholders and co-owners plus they have access to the very best academics such as Prof. Andrea Ferrari and Prof. Robert Young.

4. They have deals with the Cambridge graphene centre and the National graphene institute, who they supply both with material and as a result have access to almost £100m of facilities.

5. They also delivered what is probably the single largest graphene order.

Versarien have all the foundation work completed and now sit with a suite of independent data for their material and the use of the material in application. This is a different approach to most companies who are still developing whilst trying to raise cash and run a business."

[luckykids] 27/10/2018 13:54

Spid81
55 posts from 19/10/18 and not even a shareholder, who in his own words is not bothered where the price goes. Could have fooled me.
Wow, more than Elliss.(well maybe not)
Can't believe it, is this all people have to do in their lives.
Best luckykids

[johnveals] 27/10/2018 13:52

I took a look at PHE, concluded it was dodgy science and posted a couple of times on the PHE thread to that effect. Then I walked away.

[johnveals] 27/10/2018 13:45

It is about motivations Tim. I do not believe you and your palls are doing it for the benefit of others.

I do believe you are attempting to drive down VRS for personal gain.

Others may be attempting to drive it up for personal gain, and I am absolutely not accusing anyone of doing this, but that is not the point. Your constant interweaving of a few facts, half truths and lies show you up for what you are.

There is a fine line between ramping, deramping and market manipulation using lies; and I think you have crossed it.

[loglorry1] 27/10/2018 13:38

So Johnveales, SuperG should be applauded for posting mistruths to drive up the shares and this is ok and nobody should be allowed to counter them?

Can't you see it's the truth that make us good investors not just back slapping anything positive?

If VRS don't deliver sales soon you might wish you considered all views properly.

[ellissj] 27/10/2018 13:35

This jw blog from early 2017 show how far the company has come, and now the fundamentals of this share remain as strong as better. Some II churn, (but now neill says a cornerstone in, and 3 II's involved in gnanomat placing )esp when lombard odier bought out henderson but then plenty here thankful to get in at 14p or so last year ! Bring iso standards and npl characterisation service testing on i say ! Aimo. Dyor. Best ellis.

"3 reasons to add Versarien (VRS) to your Watchlist
Justin Waite 
19 March 2017"

[johnveals] 27/10/2018 13:34

On reflection spidi81 I don't believe you. You are aligned with others whose motivations can only be to drive down the VRS share price for personal gain. Guilty by association I am afraid.

[loglorry1] 27/10/2018 13:31

People said the same about BPC when it was over 6p and I warned them that it was very risky to hold at that valuation. It's 1.2p now. Ditto TERN 40p to now 12p. Many more examples available.

What's important is understanding why VRS justifies it's £150m premium over its peer group.

None of the bulls can give me a good reason for this. If there isn't one then it will be me giving the wealth warning.

------------


Tedious, I know, but a daily wealth warning, explaining Log & Co's agenda, could be the way forward.

[bdog51] 27/10/2018 13:27

More log lies, yawn. Wish he would leave this board, so boring now.

[serratia] 27/10/2018 13:26

I think Haydale were unlucky with their strategy. If you look at ultra pure Graphene it's basically a series of carbon atoms and very hydrophobic. This would make it difficult to disperse. Haydale came up with a process to add functional groups to Graphene. They said all Graphene needs to be functionalised. Strictly speaking this is true.
It turns out that when various methods are used to produce Graphene the processes add a small proportion of functional groups you can see that in various spec sheets. What seems to be happening is that these small number of functional groups are sufficient to aid dispersion without additional functionalization. They're probably correct in saying it will aid dispersion but as customers are managing to get satisfactory dispersion with existing Graphenes they look to be solving a problem that has gone away to a large extent. There may be some situations where dispersion is very difficult but I haven't seen any references yet. If you can get satisfactory dispersion without extra functional groups why pay a premium for the extra work done by Haydale.
That's the way it seems to me they, with some justification thought functionalization would be needed for all Graphenes but it isn't turning out that way.
Just my thoughts.

[spid81] 27/10/2018 13:23

@loglorry

As for counting collaborations VRS is if anything behind. Talga has over 100.

________________________


Talga don't have 100 collaboration,

From the June QTR report

COMMERCIAL DEVELOPMENT
• Market collaborations increase with 11 new companies entering
graphene product engagements across target markets, including leading
coatings, chemical, battery and polymer manufacturers and institutions

• Expanded pipeline of market opportunities as product development and
supply programs underway with over 125 companies to date

[axotyl] 27/10/2018 13:15

"I haven't been able to see them for weeks, use the filter button, that's what its for."
- 772

That's OK if you've been around a while, but newcomers visit this board daily (15, at least, from Oz, in the last 48 hours - not hits - unique visitors).

Tedious, I know, but a daily wealth warning, explaining Log & Co's agenda, could be the way forward.

[772] 27/10/2018 13:08

What posts?? I haven't been able to see them for weeks, use the filter button, that's what its for.

[axotyl] 27/10/2018 13:01

"If anyone has any other explanation for the volume and content of their posts please say so" - jv

It could be that he/they have no current position, but have lost heavily; just pure venom from twisted minds?

[johnveals] 27/10/2018 12:47

There is no logical reason for the usual idiots to post their negativity here other than they have a vested interest in the share price of VRS falling.

None whatsoever.

They do not care about anyone other than themselves and certainly not the long term holders.

They are out for themselves and their own short term gain.

If anyone has any other explanation for the volume and content of their posts please say so.

[loglorry1] 27/10/2018 12:29

@lovat fair points. Thanks.

"What NR paid for his stake is irrelevant. "

I disagree. It shows he's sitting on huge paper profits and recent share sales by him and William Battrick speak volumes.

Also it's relevant that he's not taken part in recent funding rounds or put more cash in at higher valuations.

[loglorry1] 27/10/2018 12:24

@Ricky thanks. Nice to have a civil debate.

[loglorry1] 27/10/2018 12:22

@forestfred if you look carefully you'll see this is also true for other companies at around £25m market cap.

Many have associations with Manchester Uni and Cambridge Uni. Almost all have associations with some University. They all have government support or sponsorships too.

Almost all have interests with China who are leading the way in Graphene in many ways.

As for counting collaborations VRS is if anything behind. Talga has over 100.

XGS has sales to Ford Motors.

I think if you check there's nothing special here other than the £150m premium excited investors are paying.

Gotta run out now. More later I'm sure.

[rickyl1] 27/10/2018 12:21

I'm invested so that's it as far as I'm concerned,you live or die by your own decisions and conclusions. No more from me,thanks for your input :-)

[forestfred] 27/10/2018 12:19

Sorry to be so passionate folks .

But for me and many shareholder I have been in contact with who have researched followed Vrs and graphene and it’s progress .
This is a very exciting time if you have done your research and looked at the research provided by other shareholders and read and re-read the Rns and been in a while and also have a feel about disruptive technology .

And lived the journey .

Ff