Versarien Share Discussion Threads

[1teepee] 12/11/2018 21:31

https://audioboom.com/posts/6077361-neill-ricketts-ceo-of-versarien-vrs-4th-july-2017Said he was dealing with 120 companies in this one

[luckyorange] 12/11/2018 21:24

Just market sentiment I think 1teepee, risk on , risk off, risk on, no that's the Karate Kid 🥋

[1teepee] 12/11/2018 21:20

How come the Dow and s&p etc effect Vrs, when we are a small cap?Any wisdom is appreciated:)

[luckyorange] 12/11/2018 21:13

Just checked the DOW, breakaway gap from the lows then an exhaustion gap and been overdone on filling it today so back up tomorrow by the look of it.

[luckyorange] 12/11/2018 20:51

Apart from the 50k dump around 1300 ish it doesn't make sense (as usual) the 'sells' as the share price has held up fine, as stated by superg many times once that supply is gone then we will be back to normality , whatever that may be?

Just struck me..... did anley swear on one of his posts ? 😁

[festario] 12/11/2018 20:36

RuntheJoules, nice one, and I get where you're coming from.

[diversification] 12/11/2018 20:32

And so the cycle continues, for a majority of investors who purchased stock at lower levels, it became easy to hold onto a growing paper profit, but when the market sentiment changed some took profit and moved on.

This happened during the last cycle from 120 to 60p, it is or has happened again and will continue to happen.

As such new investors with a higher average purchase prices will have a higher average target price.

My opinion (again) and for what it is worth. We are approaching a period of significant news at the business end of the cycle. We are seeing the fruits of Matt and Peter’s labour and will soon see David’s imo.

[festario] 12/11/2018 20:22

SuperG, that information was true months ago, the selling has been continuing apace ever since. It's been relentless, and I believe that it's now a source other than the ones you named there.Zooskeeper, I've not got the faintest clue what you are talking about.Others, you are on filter.

[zooskeeper] 12/11/2018 20:12

Bit late now fest mocking others & you don’t react to your amazing research

[superg1] 12/11/2018 20:10

Fest. First up, you made the decision to buy a shedload near lows. As I recall you were going to sell all those around 16p and stick it all in GVC for the dividend.

You changed your mind and must be £500k plus up as a result.

On the Tr1s there has been news.

I have pointed out the amount they had and have for many months.

Miton had around 15 mill in q1 then dumped a load to meet redemptions on the fund up to about April/May.

The holding was/is split across 2 funds and went yo about 4.5 mill combined. Last count was about 2.7 mill between the 2.

Herald had about 7 mill at one point. On the climb to 1.80 they fed the MMs stock taking them down to under 800k recently.

Will B sold earlier in the year, failed to notify at the time and that amounted to about 3 mill sold.

So since the latter part of Q1 to date those guys have sold about 21/22 million shares.

It’s been posted enough times. The info can be legitimately purchased by anyone.

Will B I understand is doing well and is holding. Herald holding is becoming insignificant and could quickly be taken up.

Miton in the Times article seem to be holding but with the current market they could change their view.

PIs were hit hard on fliers like IQE, Bluejay and Blue Prism. I did note a few from there that seem to have VRS in their portfolio. The market has been poor, PIs panic, some are forced sellers on various shares and so on.

I tend to pay attention to silence, IE claimed large holders that stop posting.

I have an excuse for being quiet called electrics, plasterboarding, tiling, fitting kitchen units and various other bits. I’m on a tight deadline.

[woodpeckers] 12/11/2018 20:07

So why are you still here fest?

[festario] 12/11/2018 20:04

Philbstar, thank you for your concern.My approach has served my well thus far.However, given a recent change in market circumstances, I'll be taking steps to move away from my 'all in' strategy in very short order.

[festario] 12/11/2018 20:02

Lucky Orange... off filter because I need someone to talk to, obviously.I'll tell you exactly why I didn't share it, because the feedback I got was somewhat negative.A few months ago, I shared with SuperG the responses I received from GEIC and one other senior individual, where they thought very little of VRS and simply said that they were one of a large number of companies they were interacting with.Since then I have revisited the same organisations, but different individuals, regarding VRS efforts in China.The best I can say is, the response was terse, and not very encouraging.I get the same kind of response when I push the Graphene news for any kind of commitment or feedback about the VRS moves into China.

[philbstar] 12/11/2018 20:01

Lucky totally agree. The arrogance is extraordinary. No serious professional investor would be all in on a new punt sector, in a punt company. However smart he thinks he is the extreme arrogance will get the better of him as the all in approach will continue and of course he only has to be wrong once!

[luckyorange] 12/11/2018 19:50

Festario - 12 Nov 2018 - 18:09:50 - 47545 of 47568 VRS The world lead in real Graphene (Nanene) - VRS

Haz101, how do YOU know? What research have YOU done?
What people have YOU spoken to in order to base your optimism?
I have taken the time to follow up earlier enquires with GEIC and others recently. Other well connected, or at least well placed individuals within the nano materials sector.


Just a further point, criticises everyone else who looks into things provides links and spend hours to contribute to the whole, yet the first time that he has EVER done some, keeps it to himself.

Very selfish and seems to look down on the majority of the posters on here, don't know why he even bothers to grace us with his presence?

[diversification] 12/11/2018 19:30

The way I see this was that I had no intention of selling at £2, I have no intention at £3, £4 or maybe even £5+.

So why would I sell at £1! Don’t get me wrong, it’s nicer to see a paper profit than a paper loss but I belive in the company and the people involved so I continue to hold until that changes.

If you sold at 60p you would of been kicking yourself. If you sold at 100p I believe the same will apply.

Exciting times.

[wuzy] 12/11/2018 19:29

Please have some faith and stop wavering, if that's not possible sell out and go else were,cheers. Ps thanks for all excellent research over weekend and today to the usual crew.

[festario] 12/11/2018 19:20

Richa, not only don't you see the name of any cornerstone investor, but we also never see a TR1 Holdings form from anyone, despite MILLIONS and MILLIONS of shares being dumped for months.

[richafling] 12/11/2018 19:03

Can I ask an open question regarding our 'cornerstone investor'Not sure if I missed any update or thoughts about their possible identityThanks for any intel or opinions

[richafling] 12/11/2018 19:01

Great Monty Python sketch that one ?

[spike_1] 12/11/2018 19:00

Club et al,
We know - it's been highlighted on this BB, that Ford will have 'graphene' in one of their ranges by the end of 2018 (Mustang and F -150).

We also know from the available literature that they have been testing their 'graphene' in a number of parts for those vehicles since 2014.



So for all those nay-sayers who complain that since Nanene was launched early in 2017, we have yet to see a product (other than 75 x 1 million $ watches), and a 'tea tray', and shortly ear buds and other small accessories, may I suggest the problem is not so much Versarien, but some of our (?) unrealistic expectations.

Personally I don't expect it to take four years as the available data now on what works and how it works is much much more advanced than it was in 2014, especially by VRS and their associated Uni' research teams.

Assuming the Sky cycle team are not obligated to have bikes that have passed some sort of E.U. safety legislation, I would be surprised if they do not have nanene in their bikes next season, likewise in other manufacturers shoes and clothing.

But that most certainly doesn't mean we are over valued IMO as the potential is increasing at a truly extra-ordinary rate. Neill probably going to Washington shortly at the invite of the NGA / Graphene Council to support a lobby for more investment in graphene in the U.S.

Not bad for a little company in Cheltenham, oh - and not forgetting China and all the rest.

Best wishes - Spike

[woodpeckers] 12/11/2018 18:56

Agree lucky, many have mentioned IQE in the past...coincidence that we fell towards the end when the IQE rns came out?