Versarien Share Discussion Threads

[loglorry1] 08/11/2018 19:33

I've been acused of trying to be a Graphene/FLG market maker. I was simply stating current prices and industry commentary on where these prices are headed. Here is what I wrote

Graphene Sale Prices

First Graphene (ASX:FGR) Market cap ~£25m
Product: PureGRAPH FLG product <10 layers
AVE PRICE: $125/KG
8th May 2017
“While there is no firm terminal market for graphene products, and market information is at best opaque, speciality marketers have advised the Company the market price for graphene out of China, destined for the battery market, sells at a price of US$100-150/kg (US$100,000-150,000 per tonne).”


TALGA (ASX:TLG) Market Cap ~£56M
Product: “vFLG Ultrafine” 1-5 layers Graphene price assumption (USD$/t) 55,000
AVE PRICE: $55/KG
9th Oct 2014 (page 2 and page 5)


XG Sciences ~£25m
Product: xGnP different types but up to 800m2/g surface area FLG/GnP
AVE PRICE: $80/KG
While no sales price is given for specific production it is possible to derive a price per Kg/tonne from the accounts. This equates to (USD$/t)80,000

NaneXplore (~£84M market cap)
Product: Graphene Black 0X (lateral size is good average 13um and good distribution see figure 2. 6-10 layers.
AVE PRICE: Projected as low as $10/Kg during scaleup to 1000 mt/year.


Versarien (LSE:VRS) (~£190M market cap)
????????????????

[luckyorange] 08/11/2018 19:32

They are getting desperate now, doomed I tell you doomed 😂

The seller ain't going to be around much longer, look on the chart above at the top , the two big red lines are late reported sells by the spiv and correlates with the price drop, scares out a few PI's or spreadbetters but that is all it is .

Great news and very very big the share price will adjust accordingly when the seller is gone, as usual best time to buy is now when the price is low , not when it is rising. Hope some can see the sense in it.

[cheek212] 08/11/2018 19:31

How do you do that, and how much does it cost?

[loglorry1] 08/11/2018 19:28

@Army you won't be here long. @SuperG will ban you pretty quickly. It was nice knowing you though. Take care.

Oh people are blinded because @SuperG doesn't let anyone have an opposing view for starters.

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Absolutely spot on. Why age people blinded by the sales pitch ?? There are no sales!!! The Chinese have nothing to lose by signing meaningless MOUs, it's just a golden opportunity to hoover up intelligence at zero expense. Stock back to 20p by March.

[loglorry1] 08/11/2018 19:26

@Armyloverlover I don't think there is any debt on the balance sheet. Certainly no net debt since the last raise which was there to buy Gnaomat then is transpired, as if by magic, that Gnanomat were taking shares anyway so the cash raised (more than first intended and a lot lot more than was required to buy Gnaomat) was superfluous to current requirements, but handy anyway ;-)

You are also wrong - Simon Cowell has a lot more hair.

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Log lorry is absolutely right. VRS has sold nothing; is becoming heavily indebted; has numerous competitors and a very entertaining (Simon Cowell-esque) CEO who knows exactly when to engage the media machine to sell shares. And sells them high himself. Wake up everyone !!!! This stock is doomed.

[luckyorange] 08/11/2018 19:23

Has anyone who posts on here other than the shorters looked at the shareholders register? Just asking because if you do all will become very clear.

[loglorry1] 08/11/2018 19:22

@ridicule if I may respond.

"Tungshu senior execs fly halfway round the world to sign an MOU with VRS"

It was at the Cambridge Graphene center. May well have been there on other business. Do you know which executives were there from Tunghsu ?

"winner of all 4 CPI invitation to tenders, and Graphinks"

Let's not get too excited. They won a contract to supply 1.2Kg of Graphene over a year ago. It's about a bag of sugar in weight!

"bigs up a mining bucket liner using graphite in Australia as one of our biggest threats"

Not bigging up anything simply stating that FGR have a product in use with a huge mining company Rio Tinto. There's a bit difference in saying you are going to collaborate and then actually getting a product into the market. I notice you ignore the other sales like the scaleup to 1,000 tonnes by NanoXplore and their 20+ polymer customers.

"He is also now setting himself up as market maker in the price per KG of Graphene"

Not at all. I was simply quoting the prices that other FLG suppliers have made public and questioning why VRS has not done so? Conspicuous in its absence. Why do you think that is? What do you think the price of Nanene will be when they sell it?


"He also thinks that the VRS primary goal is to sell Nanene as a commodity without any ambition to climb the ascending rungs on the value-added enterprise ladder to manufacture or receive royalties on the myriad of high value-added products that "Nanene inside" will empower."

Can you show me where I said any of this? Clearly other manufacturers like XGS and NanoXplore are going down this path already. They however have comparatively large resources to do so. VRS entered a collaboration with Haydale for this purpose over 3 years ago. So far nothing has come of it.

[66sequoia] 08/11/2018 19:21

Sorry GEIC

[66sequoia] 08/11/2018 19:21

Affilite partner at GIEC

[ad63] 08/11/2018 19:20

Re Interims: Neill Ricketts on Twitter Nov 6 responding to 'Interims end of November again Neill ??' NR: 'normally planned for first week depending on other commitments and planning of analysts and institutions' - could 'first week' refer to December?

[philbstar] 08/11/2018 19:18

I sense the share price simply got away with itself when it hit 180 on expectation that multiple collabs were about to come to fruition. Despite the great news the market is going to want considerable cash flow improvement rather buying on than potential additional revenue. We may not see much movement with further positive news.

[woodpeckers] 08/11/2018 19:18

clint, my feeling is that it is a fairly pointless task trying to work out who's "selling now".

There are always people who, for whatever reason, (and there are loads of totally justifiable reasons) decide to sell at what seem to most of us to be crazy times to sell. It doesn't even mean that they won't buy back...possibly most will (if they have the opportunity and any sense).

I just look at the facts in front of me and if they are a screaming buy, which imo this is, I buy if I can. Very simplistic approach I know but you can run round in circles trying to work out who is buying/selling and why and end up none the wiser.

Make your own decision based on as much research as you can. Watch carefully and act quickly if you see things you aren't comfortable with...otherwise hold and add...

[ny boy] 08/11/2018 19:16

Neills Nanene dull army, has a bunch of deserters, all running scared, trading on credit and closing off as soon as they make a few % Need substantive news to blow this lot away, otherwise rinse & repeat, few seem to have the balls to hold, grow some if you want this a over 130p

[luckyorange] 08/11/2018 19:10

It is not incomprehensible, bought in PB placing big amount sold down 1.80, 1.70, 1.60 1.50 money back almost, 1.40 , 1.30 , 1.20 breakeven perhaps , sell the rest above 1.20 and it's all profit/easy money.

They are selling the last of their stock and it's all profit above 1.20, once it is cleared then share price will go up.

Darwin sold from the off and that is what has happened here whilst people waited for their shares to hit their account. Not shorters , just a spiv.

[luckyorange] 08/11/2018 19:03

Anyway that is what has happened , check the share register but like I said it is about to end so they need to close out as low as possible hence the continuous talking down of the company.

Problem is that longs do not join hands like the shorters, maybe the tables should be turned. Why is it that it is very rare for anyone to say hey, just looked at the share register and x is selling?

[ridicule] 08/11/2018 19:02

Good choice Lovat

[clint fleecewood] 08/11/2018 19:01

Agreed but that does not explain selling now?

[woodpeckers] 08/11/2018 19:00

Yesterday's rise was welcome,
Today's fall incomprensible,
Tomorrow's price...anyone's guess

Who cares...

A year from now I genuinely believe that all holders will be saying ...

"If only we'd picked up more when they were 125p!"

[luckyorange] 08/11/2018 18:58

Darwin with a difference but similar MO Clint. Remember people waiting for their shares and yet someone was selling at 1.80? Shorters know.