Versarien Share Discussion Threads

[tini5] 14/11/2018 10:05

Club, go re-read the RNS from last Wednesday and then go take a lie down in a darkened room.

[woodpeckers] 14/11/2018 10:01

Just stumbled across a chap called Chris Crockford. He's a director at D & F Tech who are making the N+ wound dressings. He sounds like a very interesting entrepreneurial chap, used to be business development director at McLaren...

Just read his New Year's Resolution for this year...to do something about packaging...wonder if he is going to use Nanene here?



Just thought he might be worth keeping an eye on.

[ellissj] 14/11/2018 10:00

This is where matt is today. Glalth. Best ellis.

Economy

"Daegu is a manufacturing industry city. The major industries are textiles, metals and machinery. In the year 2010, Daegu had a regional GDP of $45,387 million with 7.2% real GDP growth rate. The GDP per capita though is well below Korea national average. Many companies such as Daegu Bank, Korea Delphi, Hwasung corp., and TaeguTec are situated in this city, and Samsung and Kolon were founded here. Numerous factories are located in the industrial complexes situated in the west and north sides of the city including the Seongseo Industrial Complex, West Daegu Industrial Complex and the Daegu Dyeing Industrial Complex.

The city is the economic and industrial core of the Daegu-Gyeongbuk region, one of the major industrial areas in Korea. It accounted for as much as 94 percent of Korea's trade surplus in 2006.[29] The electronics industries in Gumi and the steel industries in Pohangprovided great services to that surplus. World-leading manufacturing facilities for Anycall(Samsung Mobile) and POSCO's main factories are located near the city. Daegu and its neighbouring cities were designated for the Daegu-Gyeongbuk Free Economic Zone by the central government in 2008. It is specialized companies like Winitech software company in knowledge-based service and manufacturing industries."

[cielos] 14/11/2018 09:57

Ouch 106.00 down 8.50p
"trying to catch a falling knife"? Some expressions

"Never try and catch a falling knife. Wait for it to hit the ground then pick it up. The same applies to falling stocks."

"A falling knife security can rebound, or it can lose all of its value. As the phrase suggests, buying into a market with a lot of downward momentum can be quite dangerous. If timed perfectly, a buy at the bottom of a long downtrend can be rewarding - both financially and emotionally - but the risks run extremely high."

[ellissj] 14/11/2018 09:56

Matt tweet; best ellis


"Matt Walker
@MattWal79512221
8h
Daegu - South Korea. Should be an interesting day ahead"

[chillpill] 14/11/2018 09:54

Fest,

Investing in shares means taking a 2-5 year view.

If you are emotionally directed by the daily(or monthly) share price movement it suggests you need to consider your capital allocation.

[superg1] 14/11/2018 09:50

Just had a quick look at Miton's data sheet for September.

They have Amino etch and YU as 6% of their holding value of £101 mill. Those 2 on bad news have dropped a combined 72%.

That knocks £4.3 mill off the value of the fund.

VRS was 182.5p at the time of their data sheet month end Sept. It's showing as 2.3% VRS which when calculated means about 1.27 mill shares in the fund.

I'm speculating based on the supply and the circs re that fund and the £100 mill rule.

[phoenixs] 14/11/2018 09:50

It is so obvious what the agenda is when it comes to the postings of Loglorry, Spid , Timbo et all.
They cannot bear the situation of not having invested in a company that is the No 1 high grade graphene company in the world. They have become consumed with bitterness and envy at the success of Neill Ricketts and his team not only in the commercialisation of graphene but also in the number of collaborative agreements that have been signed with multi billion $ companies across the world. China, Korea, India, Germany, UK and the USA.
Invited as the inaugural company member of the NGA (USA) and Neill on the NGA committee. Access to the GEIC and Cambridge Graphene centre for R&D, the purchase of Gnanomat in Spain with access to EU funding for EV grants and further collaboration with Warwick Manufacturing Group.
As a long term shareholder, I await the future with anticipation that the company will continue to make its stunning progress.
What a pity that some wish to destroy the value of BRITISH companies which are actually aiding the development of products which will also help this world to lessen environmental pollution and are determined only to attempt to destroy value.

[club sandwich] 14/11/2018 09:49

Read Marcus Aurelius: of each thing ask, what is its nature...

[adejuk] 14/11/2018 09:46

fest
we all share your disappointment but the only things that have changed since 180 are the share price and oodles of good news promising a stunning return
this is not vrs specific. markets are turning.
read epictetus - it might help

[club sandwich] 14/11/2018 09:45

Fest - funny how Ricketts bragged about the company's MC increasing on the way up, but hasn't made any mention of the near-50% decline since the peaks.

Same as always: this company needs orders, revenues and profits. Time to stop talking and start delivering. Now.

[cielos] 14/11/2018 09:41

Will it sink?

or jus go under 100p soon?

at this rate could be both, too much tweet and too much ramp by some still going on this days when the chart is pointing nosedive.

[festario] 14/11/2018 09:41

Chill pill, of course I regret not selling in the 180s, but it looked so solid there. Same in the 150's.I actually couldn't sell if I wanted to at this level, which I don't because that would now be the wrong move.I'm sorry I'm not saying nice flowery things that you don't want to hear, just the facts, and they are not palatable to you it seems.

[chillpill] 14/11/2018 09:38

Festario. I think you need to sell and move along.

Emotion and investing don't go together.

[loglorry1] 14/11/2018 09:36

@Festario is correct. The buy and sell of the trade is just labeled based on if the price traded was closest to the bid or offer at the time of the trade. Some systems don't even take into account late reporting.

There's clearly been a big Wizard of Oz seller out there for some time. For all we know it could be @SuperG, Neill Ricketts or Will Batrick. I know NR must report trades but AIM history shows that these can take some time to report.

104p bid now. It's looking very weak. Again watch out if this breaks down through £1 as I think selling will increase a lot then.

[festario] 14/11/2018 09:36

7% down now today, and the rate of drop is accelerating.Fingers crossed that 102p acts as support again, as it has done about four times now. If it doesn't, it's mayhem.

[festario] 14/11/2018 09:27

SuperG, that's completely false I'm afraid.In a month where the share price has been mostly tumbling, the late reported sells always show as buys and badly skew the numbers, because they are BIG quantities.An archetypal example today.... someone dumped 49k shares at 08.23, and it now pops up as a buy. It's plain wrong, and ADVFN usually is.Especially in a share where most of the trades are hidden for some reason.

[superg1] 14/11/2018 09:23

Just a quick 1 min look on daily volumes the buys seem to outweigh sells by 1.2 mill to 1.5 mill so far this month.

[ellissj] 14/11/2018 09:22

Wonder how matt and rachel are getting on in korea ? She looks ideal rep for vrs with her background. Aimo. Best ellis

"Appointment of South Korea Representative"

 "Versarien plc (AIM:VRS) ("Versarien" or the "Company"), the advanced materials group, is pleased to announce the appointment of Rachel Yeong-Mee Kim as the Company's local representative in South Korea.

 Based in Seoul, South Korea, Ms Yeong-Mee Kim has a background in research, journalism and with governmental and international organisations, including the Korea Advanced Institute of Science and Technology and the United Nations.  Her role will be to identify and help progress additional opportunities for Versarien's graphene businesses in South Korea.

 Neill Ricketts, CEO of Versarien, commented: "We are delighted that Rachel has joined the Versarien team.  South Korea is an important potential market for Versarien.  We announced our collaboration with Korean-based AXIA Materials in August and having a local presence will be very valuable as we seek to enter into relationships with other Korean companies."