Versarien Share Discussion Threads

[ellissj] 16/11/2018 12:41

Per this tweet, neill out and about with martin kemp today. Good luck neill and co. Atb. Ellis

Neill Ricketts
@neillricketts

"Another early start travelling the breadth of the country with Martin Kemp, easier journey for him than me but totally exciting"

[ellissj] 16/11/2018 12:39

Dr. Martin kemp of vrs spoke at this conference in october. Glalth. Best ellis

"Conference Program - The Nuclear and Open Engineering Forum."

"The Nuclear and Open Engineering Forum, combines sessions from leading speakers within the nuclear sector and the UK sub-contracting manufacturing sector, with a half day take over from the Institute of Mechanical Engineers."

"Nanomaterials for hierarchical composites"
DAY 1 - Wednesday 31 October 2018

Afternoon session;
"Special IMechE Session : Novel and Future Aerospace Composite Materials"

"Martin Kemp, Nanomaterials Specialist, Versarien plc and Chairman IOM3 Nanomaterials Committee"

[axotyl] 16/11/2018 12:18

Visitors to the board over the last 20hrs have been remarkably consistent: UK, Germany, France, Spain, Netherlands, Oz (hi, Spid, big night?) - unusually, Norway (might need educating about our detractors - Vennligst send meg en privat mail?):



Edit
Vietnam just showed up, 1230gmt, Sweden 1300gmt, Indonesia 1430gmt

[loglorry1] 16/11/2018 12:11

@superg so what you are basically saying is that they won't provide forecasts, cost of manufacture, sale prices, or anything similar because they won't hit them and like others that have might go bust?

What a load of tosh. If NR is even 10% as confident in this business as he makes out he could put out conservative forecasts with reasonable confidence.

I think we all know the reason why they don't supply these.

[handykart] 16/11/2018 12:10

Just had a listen to the latest podcast on IGTV, best one yet I think. :0)

[grabster] 16/11/2018 12:06

On the possibilities of Versarien being a takeover target: "We have had offers, we've had approaches, but it's our intention to build a very big company and I'll try and fight that for as long as I can" (NR interview)

Those have been rebuffed - but who might have been amongst those prospective bidders? And would any of those be keen to drive down the share price is they could? Or at the very least, keen to stop it rising further while they marshall their resources for a serious bid attempt in the future?

[superg1] 16/11/2018 12:01

Lovat

Just so you know VRS have been asked a number of times to provide forecasts for revenue on graphene.

They refused as it just seems a target to fail, do you stick it at £500k or £50 mill.

Brokers love good numbers and year on year forecasts to 'sell' the story. Some in the sector have been more or less forced to give out some numbers and then had to give out profit warnings, they know who they are.

To VRS that is complete fiction. As in business plans with new ideas backers demand growth forecasts, complete madness imo and they wonder why 90% of businesses fail.

The VRS team are different in many ways, as has can been clearly seen.

[loglorry1] 16/11/2018 11:53

----------------
@elliss you wrote "Re neill video interview, i found his comments on current lion EV battery tech interesting. He said no real changes in 20 years."

[runthejoules] 16/11/2018 11:51

I'd calm down a *bit* Sandbag, 5000 potential new materials, most of which will not be viable or cost-effective. But enough will be to reign in the Chinese on IP protection, even if their policy wasn't now to crack down on it! Go £VRS, I wish I had the cash to pick up more down here. Miton will be out at some point and Brexit will be cancelled, then up we go again.

By the way, I don't expect for or hope for any one big RNS or TU that will establish profitability or potential and blow shorters out of the water. I think, as has been happening, the collabs will just keep getting slowly bigger. That's fine with me, let a few more forward-looking institutions in. I suspected that many traders would jump out once 'the big' China RNS was declared anyway.... given by how they jumped out in Jan/Feb when it looked lke it wasn't going to.

GLALTH

[ny boy] 16/11/2018 11:49

Bulls nipples are turning Nanene now, let’s hope they wake up and starting buying ffs!

[philbstar] 16/11/2018 11:49

Ridicule very interesting post but I do not agree totally with you assessment that the reason the price is not at 190 plus is down to shorters. The price at 180 looked hyped on the back of speculation of positive news on the many collabs. This did not materialise and in my opinion investors expectations were not well managed by VRS. Even with positive news the market will need to see this as an ongoing income stream before these heights are reached again as demonstrated recently.You quite rightly point out that fundamentals will always be an important component of valuing a stock. The PE for Vesarien must be approx -120!! That is why the stock is not at 190 + . Future hope value will be a factor and is always the most speculative element of any valuation.

[scottishfield] 16/11/2018 11:48

Tks bootie64

[rogerbridge] 16/11/2018 11:48

Personally I do not see the need for more so called independent valuations. We all have our our idea and most are here for the long term. Ridicule has a very informative post from earlier today.

[bootie64] 16/11/2018 11:47

On the 15min chart
50ma has crossed 100 and now it has crossed 200ma

[jbe81] 16/11/2018 11:44

This mornings supply seems to have gone, should be a nice rise today now.

[scottishfield] 16/11/2018 11:40

Really brilliant interview, very impressed.

[spike_1] 16/11/2018 11:39

couldn't resist - another 2500 @ 121.9

[lovat scout] 16/11/2018 11:35

Analysts are incapable of writing decent growth and disruptive industry research and can’t provide forecasts without revenue and profit guidance from management (for which it’s too early for VRS)so what they write wouldn’t be up to this board’s standards.

MIFID II ( good for insomniacs) also means many midcap and smallcap companies won’t get coverage at all beyond the house broker so if an absence of wide analyst coverage is a red flag, best stick to the top half of the FTSE 100.

[jbe81] 16/11/2018 11:34

Just jumped 4p to buy any shares

[scottishfield] 16/11/2018 11:33

Yes great interview, eg ''Matt in Korea, talking to some of the electronic giants'' .

[66sequoia] 16/11/2018 11:28

Https://www.fleetpoint.org/electric-vehicles-2/avevai-unveils-ground-breaking-new-supercapacitor-powered-iona-e-lcvs-with-more-than-300-km-range/.......More graphene enhanced tech...

[ellissj] 16/11/2018 11:26

Re neill video interview, i found his comments on current lion EV battery tech interesting. He said no real changes in 20 years. In a survey 75% of users would like greater range from their EV's. This is holding adoption back. He went onto mention gnano and the work they are doing on supercaps. Europeans as we know are keen to disrupt chinese/asian EV battery production lead. One to keep an eye one feels as Gnano/VRS begin to bring their 2D materials next gen battery solutions into play. Neill said news would follow here in poddy after buyout complete. Hopeful here. Aimo. Best ellis

[rogerbridge] 16/11/2018 11:24

Excellent post ridicule.

[grabster] 16/11/2018 11:04

Easybrent - "It might be because..." or "It might be that they.."

Or it might just be that you are mischief making of course, since that is what you routinely do. ;-)


And it might just be that you have chosen to turn a blind eye to how some of the companies you've looked at have paid for broker coverage. (Quite common as I'm sure you know)