Versarien Share Discussion Threads

[ratpat999] 15/11/2018 10:26

Neill just announced 10 am interviews done now a stack of meetings he is in London !

[ratpat999] 15/11/2018 10:25

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[ratpat999] 15/11/2018 10:23

Grant Thornton announced this morning Neill as one of in their opinion the best CEO innovators 👍

[ellissj] 15/11/2018 10:20

Lmao lbj83. V good :-D can anyone else see that reflection tho ? Anyway, going out now ! Glalth. Best ellis

[mike/homeruk] 15/11/2018 10:18

There's definitely something fishy about it.

[mj10] 15/11/2018 10:18

Richie
I hope you are rightbut this speculation of china news tomorrow has been going on for months,partly fuelled by club
If there is a china rns today or tomorrow I will be pleasantly surprised and eat humble pie

[jbe81] 15/11/2018 10:15

Can't see any herrings in that tank!

[ratpat999] 15/11/2018 10:15

Could he be at Grant Thornton lpp ? London office

[ellissj] 15/11/2018 10:09

Where neill is now re this tweet. Look at the bottom right pic and enlarge. You see a reflection. With what appears to be a nane plate of some description, and what appears far eastern characters. Likely chinese, but not certain. Very blurry pic when enlarged on my phone tho. Anyone else confirm this better? Possibly a red herring. Aimo. Best ellis

[luckyorange] 15/11/2018 09:57

Must admit I didn't expect the train until Monday, but looking at the shenanigans it has been delayed due to wanting to get their mates in first class. If there is not an RNS intraday or in the morning I will be surprised.

I was expecting a couple though due to something that I won't mention to lovat 😁

Seems like bootie got it right with the date (15th/16th) and my 19th comes a close second 🌞

Train coming , don't stand on the rails.

[ellissj] 15/11/2018 09:50

This big investing cheese likes graphene according to this article. Invested in korean graphene firm. I posted their product specs here last week. They have links to china. From my laymens eye, looked like non iso 'graphene' to me? Expert comment welcome ! But if so, maybe he might be the kinda guy who likes the sound of vrs and their 2D products ? He's Now in singapore. Just brainstorming/speculating. Aimo. Best ellis


"2017-03-19 18:48"

"Why is Rogers investing in Korean startups?"

By Kim Jae-kyoung

Jim RogersSINGAPORE ― Legendary investor Jim Rogers has gained attention from Koreans after he made a series of investments in Korean startups over the past year.

Since the beginning of 2016, Rogers made a total of three investments in small Korean firms in the hope that the two Koreas will be unified in the near future.

Early this year, he invested in Standard Graphene, Korea's first graphene manufacturer based in Ulsan, a southeastern industrial city, the third of its kind in just around one year. He is also serving as an adviser there.

"Scientists say graphene is going to bring bigger changes to the world than the internet and transistors. It did not exist 15 years ago," Rogers, chairman of Rogers Holdings, told The Korea Times. "It is a miracle material."

Known as the one-atom-thick material made of carbon atoms, graphene in his words is like a piece of paper but it's stronger than steel and more flexible than rubber.

"I have an interest in the company because they seem to be a leader in production of graphene," he said, refusing to reveal the amount of his investments

In March 2016, Rogers invested in Wealth & Liberty, a promising venture startup with specialty in financial advisory services using "fount," a robot adviser.

In January of the same year, he made his first startup investment in Illimus, a Korean cosmetics and skincare goods manufacturing firm established in 2013.

What's interesting is that he had never invested in startups before. His investments usually focus on stocks, bonds and commodities.

According to him, he has received a lot of investment requests from all around the world but he has never made startup investments anywhere except for Korea.

"This is extremely unusual for me. I don't have this kind of investment anywhere," the Singapore-based investor said.

"It's amazing. Cosmetics company, financial company and graphene company. Now I have three, all in Korea."

When asked why he chose Korea, he cited two factors ― story and unification.

The multimillionaire investor said he may have a subconscious belief that there is going to be unification in the near future.

"I'm not sure but I guess I pay more attention to Korea because of the view of unification," he said. "Also, all of them have a good story."

He added that owners of the three startups are another important factor for his investments.

"They are smart and ambitious people. All three of them contacted me directly," he said. "I am investing in people, not in companies. I was impressed by the people and what they are doing."

Rogers, who moved to Singapore several years ago, is one of the world's three most famous investors together with George Soros and Warren Buffet."

[loglorry1] 15/11/2018 09:49

David Kerr
David’s tweet today shows what a class numptie he can be.
The Bloomberg article he refers is a great source of information an backs up a lot of what I’ve been saying here.


The Bloomberg article is full of Graphene companies that have taken products to market. Most notably XG Sciences (market cap £25m) is quoted with their deal with Ford Motors. This is what they say
“That’s just the beginning, says Bamidele Ali, chief commercial officer of XG Sciences Inc., a Lansing, Mich., company that supplies the graphene found in noise-dampening products scheduled to appear under the hoods of Ford Mustangs and F-150 pickups in late 2018. “In 2016, we produced about two metric tons of graphene,” he says. “In 2017, we produced about 20 tons of graphene, and this year we’ll make over 100 tons. We could have scaled to a thousand.”


Remember XG Sciences are selling their XGnP product at around $80/kg (sale price derived from their accounts) and they say this year they are making 100mt of Graphene. Their market cap is £25m (based on last funding raise).

Now let’s compare to VRS. VRS has no product in the Bloomberg article.
Current production at VRS is just 1Kg/day/shift with the promise of a scaleup to 3mt next year. VRS refuse to provide a sale price even though many other companies do. Let’s be generous and give VRS a premium price tag despite its very low surface area and potentially very small lateral size and thus aspect ratio (a property which is very important to impart the wonder material properties when added to other materials) of say $200/mt. So, if VRS can sell their 3mt next year it will bring in $600K of revenue. How
will that even move the needle on their nose bleed £170m valuation? Oh and we don’t even know what it costs Versarien to make 1Kg of their product so even if they do sell $600K next year it may be at a loss.
David you really can be a numptie no wonder NR is always telling you off.

[superg1] 15/11/2018 09:38

Richie and on google you can add to the suspicions factor of something big on the way.

[billwave] 15/11/2018 09:34

@Richie32 Summed up nicely.

[wuzy] 15/11/2018 09:21

Excellent post Richie and so true.

[mj10] 15/11/2018 09:20

but news within hours?

[richie32] 15/11/2018 09:20

Hi MJ10, I guess that the only things that are "proven" are known facts such as those which appear in an RNS.

The knowledge gap (those "unproven" aspects) is the space in which people buy and sell shares. If everything was factual and known and "proven" there would be no share market.

With me (and I think others) we have seen a lot of activity that tends to support the probability that there is indeed something very big happening here with China several other regions as well as collabs maturing at different rates along with new machines and greater production capacity. Along with this we have unprecedented secondments from HMG and ....well I could go on.

It's a not a matter of proof. It is a matter of buying stocks in order to make money on the balance of probabilities.

If you need proof then I cannot see how you can trade shares. The proven stuff is usually priced in already.

[diversification] 15/11/2018 09:17

Looks to me like Neill is visiting a financial institution or maybe the FT, from his pics of the fish tank on twitter.

[superg1] 15/11/2018 09:11

Best way is to use google.

[mj10] 15/11/2018 09:03

I don't see any proof that something big is around the corner.Perhaps someone could enlighten me

[jbe81] 15/11/2018 09:01

Now to see if the buyer is in for more in the next auction.

[squire007] 15/11/2018 08:52

Countdown has started ;-)

[superg1] 15/11/2018 08:51

Auction and the 117p for 30k has come onto the bid again.

Tree shake it was then imo.

[a_game] 15/11/2018 08:39

Had a little top up - looking like a fantastic buy zone here given yesterdays price action. News sounds like it's a matter of hours or days away too..