Versarien Share Discussion Threads

[jointer13] 28/10/2018 08:45

any newbies looking in

loglorry1 (tim kempster) is an out and out liar.

just one of he's recent lies

oglorry1
27 Oct '18 - 17:31 - 43960 of 43989
0 1 2
Talga and FGR graphene revenues are almost zero. However VRS graphene revenue IS zero.

[luckyorange] 28/10/2018 08:43

I will be interested to see spid just to put this one to bed . Any chance of you leaving it for now and coming back once they are published?

Tim has a totally different agenda to you and thinks that you are his ally for some silly reason.

[philbstar] 28/10/2018 08:42

Superg thanks but I am not that naive. The statements that loglorry is referring to are easily researched.

[loglorry1] 28/10/2018 08:40

"But if you knew what has been going on in the scumbag world then I suspect you would have a far different view."

SuperG how can you allude to such allegations without any evidence and get away with it? If I even say VRS has no sales Vs negligible sales people jump on it yet you seem to think you can call people scumbags and allude to murky underhanded dealing without any proof. It's pathetic.


"A clear understanding is needed of GNPs before any serious investor should commit to anything.

The FCA gave clear warnings about all the scams in play re graphene, it’s on their website."

Lol, but obviously this doesn't apply to Versarien (who incidentally now claim a typo in a spec sheet for Nanene which now corrected reduces minimum lateral size by a factor of 5)

[spid81] 28/10/2018 08:39

@chillpill,

FGR do have options, slightly more than you quoted @ 91.1 Mil

however they do not expire until August 2021
As each year passed the exercise price increases by 5c

(i) $0.15 each if exercised on or before 2 years or before 8 August
2019;
(ii) $0.20 each if exercised after 8 August 2019 but on or before 8
August 2020; and
(iii) $0.25 each if exercised after 8 August 2020 but on or before 8
August 2021.

@loglorry, Yes it would appear that it was upto 1.2kgs.

@luckyorange, I suspect we are going to see a large amount of news leading upto the AIM listing, QTR cashflow report is due out next week, we will soon see how low the cash reserves are.

[ellissj] 28/10/2018 08:36

Seeing is believing ! Atomic force spect afm gives a reading of a "Typical plate thickness 5-10nm"; ie 15-30 individual layers of graphene? Can't fathom the raman spec reading ?

This older product sheet spec from first graphene is very comprehensive. The spec sheets from their latest puregraph range, is much less so and thus disappointing. Citing large lateral size particles as the main selling point, yet this is typical for the electrochemical exfoliation of graphite method to my layman knowledge? I'm afraid i won't be investing in fgr on the current facts as i see them. Very content with how vrs go about their work. Aimo. Dyor. Best ellis

[loglorry1] 28/10/2018 08:33

@chillill I agree the options overhang is a negative for FGR. Don't forget one might argue the large share holding by NR at VRS is a similar overhang. If he starts to sell down his holding it will create a much bigger headwind.

[superg1] 28/10/2018 08:32

I see dragging the lager louts back into the pub continues.

Chill I saw the eye watering options re FGR it looks like a clear lifestyle share and various Aussies go on about the some on the team as well known for it.

I think it was you that pointed out the high salaries of 2 of them and now the outrageous otions.

Well check out my next post, there is a history of it.

[luckyorange] 28/10/2018 08:31

"been working all weekend with Chris ntacts in china, Hong Kong"

Unusual for Chris to be involved , must have been talking money because that is his favourite subject !



Don't want any speculation that it is about deals or anything like that , that would be just silly.

[chillpill] 28/10/2018 08:30

luckyorange,

I haven't got the time to go into the detail now but as soon as the price gets above 15 cents (14 cents now) there are option holders who can sell their options and make some money- they are traded under FGROC on the ASX. Some shareholders will take up the options and help fund the company but others will sell.

It's a bit of a sneaky way for companies to raise finance as unless you look into the detail the average Joe Bloggs is in the dark.

[superg1] 28/10/2018 08:29

Philbstar

But if you knew what has been going on in the scumbag world then I suspect you would have a far different view.

A clear understanding is needed of GNPs before any serious investor should commit to anything.

The FCA gave clear warnings about all the scams in play re graphene, it’s on their website.

[loglorry1] 28/10/2018 08:28

@Philbstar thanks.

To be clear here I don't think there is anything wrong with VRS per se. It's a perfectly reasonable investment compared to it's peers at around £25m market cap around eg 15p a share. Possibly add in another 5-10p for the existing business.

I personally do not like the over promotional style of the VRS CEO Neill Ricketts. In my experience that sort of CEO does not deliver long term shareholder value. I think they can deliver short term spikes for a few months however.

Neill is doing a great job promoting the company but far too many private investors are like excited puppies hanging off his every word.

He claims that one cannot value VRS using normal stock market metics, price/sales, etc. because VRS is special. Why not apply that special premium to other Graphene companies then?

You've only got to go back and see what he said about Versarien Cu (his last wonder material) which completely flopped to get an idea of what might be going on.

At £175m market cap investors really need to be able to point to a tangible difference between VRS and its peer group. Nobody here has come close to that.

[grabster] 28/10/2018 08:27

"You'd be wrong to think the non-exclusive link VRS has with Manchester Uni justifies the £150m market cap premium in my opinion."

Well of course it doesn't on its own. Same could be said of each of the many strands of many companies. If you pick out strands one at a time asking which one alone holds the key to a company's prospects, you can easily fail to spot anything much. Like picking up one jigsaw piece and saying "I see no picture".

I think we all understand why you make that your favoured approach. ;-)

[loglorry1] 28/10/2018 08:14

@chillpill good point about the options if true.


You also said:

"A large percentage of the leading bluechip leads have been introduced by them."

Can you provide some links to RNSs that back up this statement?

It's also worth noting that Manchester Uni are working with other Graphene companies. Recently Inov8 launched a trainer to the market with graphene oxide used to strengthen the product(grip).



The scientist who worked on this product was at one point working with Versarien but left. How can this product be brought to market so quickly before any of the collaborations VRS are involved with?

It's also worth noting that although Manchester Uni was the birthplace of Graphene many other universities have great research in this area.

Adelaide University worked with FGR to create graphene reinforced mining buckets for Rio Tinto.

XGS work with US universities.

AGM have many University links.

You'd be wrong to think the non-exclusive link VRS has with Manchester Uni justifies the £150m market cap premium in my opinion.

[luckyorange] 28/10/2018 08:05

Chillpill, something I am not au fait with is the impact of a dual listing on an share price Obviously FGR need money to progress and see floating on AIM as a way to do that, how would that affect the share price on the ASX listing?

[philbstar] 28/10/2018 08:04

I appreciate that this is going against the flow of recent posts but I welcome loglorrys posts on other graphene companies. It is demeaning of most who comment so aggressively on his posts that this will mean that I will instantly invest or change tack on basis of his comments. There is no doubt that graphene is going to be huge but clearly the jury is out as to which companies are going to lead the charge. I am old old enough to remember palm pilot, Betamax, aol, Napster all who had extraordinary confident and enthusiastic followers and of course history was not kind to them. The more I understand about other companies and the way they are developing their proposition the more I can determine if VRS is the real deal or the blackberry of the graphene world. The posts plus my own research will help in this regard. Keep them coming please

[loglorry1] 28/10/2018 08:03

Yes @spid that is true. But it was for 1.2kg which is negligible.

VRS are way behind the competition in production capacity also. Their product is at best average as we've shown.

How can SuperG get away with inferring layer numbers from surface area for competiors then fail to apply the same logic to Nanene?


-----------
VRS have already announced their first sales contract on the 17th of September, there is no details on price / duration.

[loglorry1] 28/10/2018 07:58

I need to correct a reply to a post about FGR losses I made yesterday. The losses of $56m were carried over when FGR was created from BOR which had losses associated with a previous mining venture. The management and nature of business has completely changed since. The good thing is some of these losses can be set against future profits to reduce tax.

More details here

[chillpill] 28/10/2018 07:51

I have been away a few days and see it has become a FGR thread and a great romance is blossoming on ADVFN.

I have been keeping an eye on FGR and it doesn't do anything for me at this point. One can't underestimate the help that the University of Manchester have given to VRS. A large percentage of the leading bluechip leads have been introduced by them.

If anyone should be interested in investing just be aware of the options in issue.

There are 82 Million options in issue in addition to the 403m ordinary shares.

There are 27.3m options to be exercised at 15 cents on or before 8th August next year. Based on current trading volumes (340k per day) around 63m shares might trade between now and then.

It is going to require a big step up in volume for a sustained move up in the share price.

I hate Aussie and Canadian shares where they issue loads of options as they they then become "pump for cash" operations.

[luckyorange] 28/10/2018 07:40

Got nothing against FGR at all fred, good luck to them, but loglorry and friends will be shorting them now , they have probably been calling it up to try and get people on board so that they can take their money off them.

[grabster] 28/10/2018 07:38

FGR share price has dropped by a third since peaking at 21 cents in March. Not everyone is excited by its prospects apparently. They will need to come up with better news and a more convincing story if hoping to raise funds via a UK float.

[forestfred] 28/10/2018 07:24

Yes Shame for FGR shareholders Luckyorange.

hopefully no one has taken a blind bit of notice of the individuals who have been promoting them on here on a daily basis .

Putting that aside .
I look forward to next week and vrs ongoing journey .
The weekends don’t pass quick enough when your a Vrs shareholder especially at this pivotal exciting time.
As someone on this board once said
G T S M O

Ff

[luckyorange] 28/10/2018 07:23

A synopsis of the general market and relating it to crashes in the past, interesting balanced view.



Could be down could be up, nobody knows.

[luckyorange] 28/10/2018 07:04

Not still on about FGR? Problems in Sri Lanka which will affect them, not good!

[grabster] 28/10/2018 06:01

Here is a basic guide to the world in which Versarien and its stablemates, and rivals, are engaged:



As with any Wiki page, it can be improved by anyone who thinks it needs correcting or updating. (On this thread we do have posters who like us to believe they know about such stuff).


That world sits within this world:

(Skip this one unless you have huge amounts of spare time on your hands in which to follow the pathways that its links provide access to!) (Like you might if you logged on an hour earlier than intended having forgotten to put your clock back overnight..)