Versarien Share Discussion Threads

[jointer13] 21/11/2018 12:40

at the end of the day...what and who are you going to believe.

someone who constantly desperately bashing the company for his own gains

or

the brilliant research, by quite a few knowledgable people on here, some who are qualified and have a brilliant understanding of these 2d materials.

plus of course your own research.

neill rickets...a well respected and truely well thought of man in all circles.

easy is'nt it...

[loglorry1] 21/11/2018 12:36

@bishop I don't get paid a penny to post here. I provide links to any claims I make wherever possible. I'm also very happy if someone can point out mistakes to correct them.

Nobody seems to be able to respond by providing any evidence that Nanene sells (in size) at over $45,000 /kg. That's 500-1000x as much as competitors who are currently selling to large organisations like Ford and Huawai.

Nobody can justify the Twitter Multiple of 8-9x. That is that Versarien stock is valued 8-9x more than a basket of its peers.

Nobody can present a coherent argument as to why Jinan has moved on in the last 11 months. They've gone from an RNS and a podcast stating they expect production by mid 2018 in Jinan to a RNS Reach (non-material) press release which basically says they are still talking about funding and other matters.

[club sandwich] 21/11/2018 12:34

"In fact Microsoft were so convinced that mobile phones would be such a small market they didn't really bother developing an OS for them."

'I don't think Apple will ever have a measurable market share.' Steve Balmer, 2006 (or maybe 2007). 2 years after launch the iPhone had 17.4% of the mobile phone market.

[mj10] 21/11/2018 12:32

my post makes perfect sense but don't try to engage as you are wasting your time

[ellissj] 21/11/2018 12:32

Great quote sands ! Atb. Ellis

[scottishfield] 21/11/2018 12:32

I keep saying this bisho4, Ignore, ignore ignore etc etc. filter, then you cannot see what is said. quietness is golden.

[bisho4] 21/11/2018 12:26

Someone told me that Tim Kempster/loglorry (in addition to other aliases) is a paid basher of shares, including VRS.

If he gets paid for each post, then starve him of replies and you'll starve him of £££; and he'll quieten down. You can't beat him with logic or arguments, he's not interested in it. He only wants another reason to post, so he gets paid.

Someone else mentioned that his own business is failing and that shorting stocks and being paid to bash shares online is his main source of income.

[jointer13] 21/11/2018 12:26

don't listen to the blx and lies spouted on here.

vrs in a fantastic place at this moment.

what company would'nt give there right arm to be in the same position as vrs.

[loglorry1] 21/11/2018 12:25

@MJ10 can you make up your mind. Am I "an idiot" or do I have a "wealth of knowledge and know how to use it".

[sandbag] 21/11/2018 12:23

This quote from Neill should be read and digested, i.e, really read and digested:

"......even Jinan have had to enlarge their plans such is the significance to mainland China"

Those 15 words have massive meaning. Read them again and understand how massive the potential now becomes. The value of the company and the 2d industry to the UK economy are already fully understood by the UK government such that they have seconded two of the DIT's finest, including a fluent mandarin speaker, to VRS. Now we see massive interest from China.

Ellis mentioned choppy waters earlier. Reminds me of the quote from Brutus in Julius Caesar. "There is a tide in the affairs of men, which taken at the flood leads on to fortune....."

www.youtube.com/watch?v=Sc7Ax0QJxnE

[mj10] 21/11/2018 12:17

i think most of you misunderstand log.To play the game he is playing you need a wealth of knowledge and know how to use it for maximum effect.he also needs plenty of posts to come back at which you guys make easy for him.
he is no idiot but would soon feel like one if he was talking to himself all day

[loglorry1] 21/11/2018 12:12

@Zagrosfold yes the world is full of false predictions.

Didn't NR say that they expected to have a production plant for Versarien graphene up and running in china by mid 2018?

(6mins 30 seconds in)

I think I'm right in saying he sounded very confident then too and then subsequently sold some of his shares.

[loglorry1] 21/11/2018 12:06

@Fireball XL5 good post but one question you wrote:-

and outnumber RMB1.3 billion in 2023

That's £146m or $186m. Where does NR get his $200bn figure from? It's just not credible.

Also wroth noting that this includes mono layer graphene which is not what Versarien produce which is valued far higher for the much bigger electronics industry.

[flatcoat1] 21/11/2018 12:06

Quite right Grabster. In fact Microsoft were so convinced that mobile phones would be such a small market they didn't really bother developing an OS for them. Once they realised their mistake it was too late. Windows 10 on paper was an excellent OS which should of been better than android. But unfortunately android already had market share and windows phone could not get any penetration. I see similar situation with vrs. Once established in China competitors won't get a look in

[fireball xl5] 21/11/2018 12:00

Being in the right place at the right time. Especially for the naysayers.



Although with a small size, the graphene industry is progressing apace. Before reaching nearly USD200 million in 2018, global graphene market size stood at roughly USD85 million in 2017, soaring by 84.8% year on year inasmuch as graphene found massive application in fields like anticorrosive paint and energy storage over the past two years, and is expected to surpass USD1 billion in 2023 in the wake of progresses in R&D technologies and application.

China ranks first by comprehensive strength in global graphene industry. The graphene market of China was recorded at RMB127 million (approximately USD18.81 million by an exchange rate of 1 dollar to 6.75 yuan) in 2017, a year-on-year upsurge of 69.3%, taking a 22.1% share in global market, and will climb to estimated RMB230 million in 2018 and outnumber RMB1.3 billion in 2023 with the support from national policies and a growing number of new entrants in the graphene sector.

[grabster] 21/11/2018 11:59

CS - yep - Like some doubters said in its early days "Who's going to use it?"

[club sandwich] 21/11/2018 11:58

grabster - it's like this interwebs thingy: it'll never catch on. Just a flash in the pan...

[jointer13] 21/11/2018 11:57

the Chinese want vrs graphene.

the quality and know how of vrs.

our government know it, the Chinese government know it,and the good old usa know it.

and I reckon a good few more around the world know it.

its all about the quality.!

[grabster] 21/11/2018 11:56

As someone who was around long before mobile phones existed, I recall numerous early predictions of the likely market size for them. None of them came remotely near getting it right - some even described them as little more than a novelty with only a niche market prospect. Some of the early projections for likely uptake of graphene and other 2D materials seem similarly short of the mark by a long long margin.

[loglorry1] 21/11/2018 11:42

@Club Sandwich you wrote :

Allegedly China needs $200bn of graphene over the next 5 years (and that figure is nearly a year old, so make that *4* years) - can we get on with actually capturing some of that demand and turning it into money like, soon?

I wonder where you get this figure for market size from? I know Neill has used a similar figure in podcasts before.

I think the source was a quote that Graphene would be used in $200bn of products within 5 years. That's a very different thing than selling $200bn of Graphene itself. A mobile might sell for $500 but
only contain 10c of Graphene in it!

More serious commentators like the GEIC have put a figure of around $300m by 2024.

The size will surpass USD 200 million by 2024; according to a new research report by Global Market Insights, Inc.

In fact Versarien themselves put out a presentation where they stated the market size was $390M by 2024 (see below)



However this has not stopped NR tweeting things like this where he says he's been told the market size is £200 billion.

It seems to me that Versarien bulls have a problem with multiplying by 1,000. Their target market size seems to be 1,000 times bigger and the cost of their graphene also seems to be up to 1000x higher than others sell at. I wonder if that's why they are so excited?

[jointer13] 21/11/2018 11:42

with the govt I billion invested, and the quality materials we have, gives us first mover advantage in a lot of different sectors.

someone had the foresight a few years ago.

[ellissj] 21/11/2018 11:38

Neills ambition is to build a 'substantial company!' Glalth. Best ellis

[mavfav] 21/11/2018 11:37

I look and see the comments made by some of the posters and question the intention of the poster.

No one here cares about anyone else other than themselves and that includes me tbh so everyone has their own back in mind.

If you have an involvement in the stock you want to protect your value and enhance it
If you don't have the stock then you don't care about the share price and can say whatever you think and don't have to justify or evidence it. You can attack a stock with no concerns. You don't own a stock so no worries

My question is why would you attack a stock you have no concern about? What is your motivation. Quite simply
You want to make money so have gambled on the fall in SP
You like the stock and want to make it as cheap as possible
You have a grudge against the company or the CEO

You DO NOT do it for the benefit of others you do it for you?

Posters from here, other boards and twitter only seem to target specific companies in packs as the price is driven down, patterns of attack via misinformation are consistent with the same person, Group or team and when the share price rises and will rise they stop again. Well until their next phase of bashing to make money for themselves

EVERYONE should do their own research and challenge what is said both official and unofficial and unsubstantiated

I know nooothing (yep the same across multiple boards and forums)

[club sandwich] 21/11/2018 11:01

elliss - if you mean the $200bn graphene drum, then yes I have been banging that drum for a long time - but it wasn't me who first mentioned that figure. My own view is that that figure is probably wildly wrong (Chinese whispers, even ;-) but if it's 1/10th of that $200bn, and VRS captures 1/10th of that, I'd be more than happy with that as a start. For one thing, I've always been very curious as to why the anticipated demand was given a monetary value rather than a physical amount - the monetary value depends on supplier and price per T, surely. If the Chinese had said they needed, just say, 50,000T over the next 5 years I could understand it, but just putting an arbitrary money figure on it always struck me as odd. Anyway, whichever way you slice it there is huge demand there: we just need to get up and running - like *yesterday* - to start servicing it...