Versarien Share Discussion Threads

[mjatkin82] 07/11/2018 16:20

Caz wins post of the day for me. Lada Ferrari analogy. Brilliant

[rafboy] 07/11/2018 16:19

50k share buy from earlier just reported.

[chimpandy1] 07/11/2018 16:18

The DOW is continuing to recover nicely

[grabster] 07/11/2018 16:18

Detractors can huff and puff (I have them all filtered so can't hear them anyway). But anyone new to Versarien is going to look through its list of official announcements and draw their own conclusion - they aren't going to waste time crawling through thousands of scrollaway postings on this bulletin board. Those detractors sure do waste a lot of energy here, huffing and puffing.

[squire007] 07/11/2018 16:17

Them dummy test sells must confuse the fekk out of them ????!!! Lol

[zagrosfold] 07/11/2018 16:16

Chance of a hat-trick this week? That Friday feeling?

[the fat controller] 07/11/2018 16:13

they'll take 20k at 129.57p. No more.

[phoenixs] 07/11/2018 16:12

IMO these recent deals will focus the minds of companies in the US. They will take the view that they must not let the Chinese get ahead of them. Already there have been articles about how the Chinese are looking into using grapheme for military purposes.

[grabster] 07/11/2018 16:12

"Did anyone ask at agm what the capacity of the supplier is?" (flatcoat1)

Ample. They are a big company with big resources. No problem.

[festario] 07/11/2018 16:11

129.35 to sell plenty now!

[alchemy] 07/11/2018 16:00

Meat demand said to be falling .

[melf] 07/11/2018 15:59

The market moves in mysterious ways.....despite two great bits of news, the price is still lower than it was at points last week. Strange but true!

[ratpat999] 07/11/2018 15:52

Neill has often stated that the market is 6 months behind where we are now👍

[diversification] 07/11/2018 15:44

My purchase showed as a sell, still able to buy below 130.

[spike_1] 07/11/2018 15:43

Re scale up to meat demand.

Whom ever decides they want to order nanene from VRS, are not going to want lots of it immediately. However they will want to know they can get it as soon as they need it and in sufficient initial quantities.

At that point IMO, a contract will be signed (the order 'we' have been waiting for). In that contract will be guaranteed quantities, quality and timeline, and equally in return they will need to agree minimum nanene purchase requirements etc.

We know - it's been RNS'd - that the machinery manufacturer will then enter into an exclusive deal (for two years) to supply only VRS with the machines to VRS spec, and will set up a production line so that they can be manufactured continuously and therefore much more quickly.

At that point we will presumably recruit suitable staff and train them up. Unless, the whole production in this instance, is going to be handled by the client under license (perfectly possible if they are trustworthy).

Edit: just seen the earlier posts - so sorry for duplication of information.

Best wishes - Spike

[cheek212] 07/11/2018 15:37

Machine supply was covered at the AGM and the CFO confirmed at the time they were close to agreeing a rolling program for machines - clearly this won't start though until we have the demand. Also re the question of shifts, they are capable of three per day if demand is there, which I guess it maybe!

[woodpeckers] 07/11/2018 15:37

Agreed ratpat, Neill said that he was forming a JV with the machine manufacturer to get a production line in place ready for when bigger scale production was needed so I'm sure he has everything planned. These deals may be a surprise for us but the board will have been planning a long time so I don't think we need worry about our ability to scale up.

[vrs1] 07/11/2018 15:33

Well put bisho4. That would also explain the delays on the collaboration partner side. It's too simplistic to blame and bash VRS. It's our partners who are our co-pilot. Today's podcast had a much more positive feel. I sense a big order soon.

[ny boy] 07/11/2018 15:33

The bulls have charged out of hiding, wearing thick armour plating, let man stand in their way, as they march to glory and 150p+ on a big volume spike, Chinese bulls charging in too, they got this,if they can close proceedings over 130p

[ratpat999] 07/11/2018 15:31

Neill mentioned that the company would do a production run of two years solely supplying us!

[ellissj] 07/11/2018 15:28

I imagine the only way to walk through silicon valley/cali and come out with the shirt still on your back, is when you have a big juicy chinese mou in your top pocket ! ;) sounds ideal to me. Aimo. Best ellis

[flatcoat1] 07/11/2018 15:28

Club. I'm sure the machine manufacturer won't wait until delivering machine number 1 before starting machine number 2. Neill will know exactly when machines will be required and will have primed e supplier. So when orders do drop, yes the first one will take a couple of months. Standard lead time for this type of equipment. But you could find supplier could deliver 2 units per week afterwards. Did anyone ask at agm what the capacity of the supplier is?

[bisho4] 07/11/2018 15:27

Regarding ability to produce nanene to meet demand, it seems simple. If a company wants a large order, i.e. Aecom, then the MOU will cover costs for scaling up production to meet that specific large demand. Order and delivery of the machines will be built into the costing and timeframe.

For the companies testing nanene, if they want to place a continuous order, they will also have to make adjustments to their manufacturing processes to incorporate the addition of nanene, which will take time. The R&D depts are separate from the main factory floor.

I wouldn't worry too much about it, because as NR said at the AGM, this is all worked out well in advance of testing nanene, because who'd want to go through all that only to find out it's not feasible?

[diversification] 07/11/2018 15:23

Next stop 143