Versarien Share Discussion Threads

[high park] 19/11/2018 17:25

Who's being pedantic, then?

[mryl] 19/11/2018 17:25

I agree DT, I guess it just goes to show that Jinan and collaborations are already more or less priced in and investors are now waiting for more tangible news. In the end, even the most awaited Jinan MOU didn't move the share price by that much, because of the lack of hard numbers and timeline. Also probably waiting for HY results and see where we are currently standing regarding revenues and graphene sales.

[lovat scout] 19/11/2018 17:24

TFC - agree with DTaliadoros and as VRS is still pre-profit, all these announcements will underpin the share price in the meantime. IIs will arrive when City scribblers have some numbers to play with.

[ellissj] 19/11/2018 17:10

Signed on 15th ! Does that mean chinese characters in the fish tank wasn't wishful thinking after all ? ;) atb. Ellis

[the fat controller] 19/11/2018 17:03

Eh?
20% from here takes us to £1.56 doesn't it?

I hope you're right DT!

[jarega85] 19/11/2018 17:02

Where did you go to school!?

[grabster] 19/11/2018 17:00

Meanwhile a nice solid 130p. Up 20% from its recent dip in 4 weeks.

EDIT:
Oops! Mixed up two sums!
Deleted that second part ;-)

[diversification] 19/11/2018 16:58

This Haydale deal sits well with Arrowtech. I wonder if parts of Haydale could become a target for VRS in the future. It’s not the first time it has crossed my mind unless Arrowtech secure a similar deal which would then mean we have our own foothold.

Edit: Institutions will want to see revenue from international expansion delivered before they would entertain buying imo.

[anley] 19/11/2018 16:55

SPOT ON ....DTALIADOROS

[dtaliadoros] 19/11/2018 16:53

Fat Controller.....I think VRS is still completely off most investors radar. As significant as the news is for those that have been following VRS for a while, a MOU is not going to mean much for people coming to this for the first time. I think it takes time for the newbie to buy into the VRS story, as there is so much to understand. I imagine a lot of buying that currently takes place is from those that already hold VRS or understand the potential for graphine. I think a few solid orders will quickly pique the interest of new investors.

[luckyorange] 19/11/2018 16:44

o/t Haydale up 36% on this RNS

19 November 2018


Haydale Graphene Industries plc


('Haydale' or the 'Group')


License agreement for anti-counterfeiting product


Haydale (AIM: HAYD), the global advanced materials group, is pleased to announce the signing of an exclusive license agreement ("the Agreement") between Haydale Technologies (Thailand) Co., Ltd. ("HTT") and TKS Siampress Management Co., Ltd ("TKS"). The Agreement is for TKS over an initial 3 years and 3 months to access and use the patented anti-counterfeiting technology ("PATit") in commercial applications on an exclusive basis in Thailand and one other territory to be decided by the parties.

The Agreement requires TKS to pay an upfront license fee for grant of the license, payable in three tranches within 120 days of the Agreement. Additionally, the Agreement includes payment of a research service fee due in two payments within 45 days of signing the Agreement for provision of a speciality capacitance ink as part of the anti-counterfeiting technology.

The special bespoke ink that HTT will develop for TKS and deliver on an exclusive basis in applications will be commercially based on prices yet to be agreed.

[the fat controller] 19/11/2018 16:43

Those photos are dated 15th Nov, so the Jinan deal was done on Thursday? That was the same day that the aerospace order was made public to the market.

There's plenty going on, and Matt's been in South Korea...…̷0;.

And Neill's going to USA...………..

I'm amazed at the limited impact on the share price today. This is revolutionary news!
GLA TFC

[potsol] 19/11/2018 16:41

By the sounds of the podcast, the ball is now in the court of the end users. A case of how much Nanene do they want and how soon do they want it!

[ellissj] 19/11/2018 16:33

Exactly scottish/divers. Imagine the hours of planning and work that has gone in so far to get it to this stage. And of course it's in the interest of jinjan now to push it along in china too. This opportunity will hopefully grow bigger now before our eyes, like watching a yorkie pudding rise in the oven ! Aimo. Grateful holder here. Best ellis

[scottishfield] 19/11/2018 16:29

Same here diversification.

[diversification] 19/11/2018 16:28

It’s going to be huge, I am still buzzing, the opportunity is simply massive

[skyliteandy] 19/11/2018 16:28

Hope you enjoy the meeting Scruts. You do deserve it.

[scottishfield] 19/11/2018 16:24

It's pretty massive when you really think about it!

[rafboy] 19/11/2018 16:17

I think we will see a quickening of the pace as far as China is concerned now. They have tested our products and established it is world leading. No need to hang around.

[ellissj] 19/11/2018 16:16

Neills reply on twitter to below ! Great strategy in play imo. Best ellis

Neill Ricketts.

"If only @MattWal79512221
had gone to South Korea :)"


Thematica
@Thematicafunds @FT

"Battery wars: Japan and South Korea battle China for future of EVs"

Kevin Salvat
@KevinSalvat

Replying to

@Thematicafunds

and @FT @neillricketts

"sounds like someone needs quality Graphene!"

3:32 pm · 19 Nov 2018 · Twitter for iPad

[scottishfield] 19/11/2018 16:15

At some point I would imagine there will be a lot of Chinese buying VRS shares.

[ratpat999] 19/11/2018 16:08

It’s great that the Chinese travelled to us for the signing obviously very keen

[rafboy] 19/11/2018 15:59

75k share buy from earlier just reported. Some decent size trades going through today on both sides of the fence.

[hattie1] 19/11/2018 15:58

Great photos of our CEO signing the MOU with Jinan in London