Versarien Share Discussion Threads

[nemo19] 06/12/2018 08:03

Well that didn't take long to change 😊

[diversification] 06/12/2018 08:02

What were the market makers thinking, what a Christmas present. If only I could thank them in person for these cheap shares.

Ho ho ho

[tini5] 06/12/2018 08:01

It won't stay down there for long. I imagine there's a rush to buy right now.

[clint fleecewood] 06/12/2018 08:01

Special offer is on and I have no cash left!
I bet you can get all of 50 shares at this SP!

[runthejoules] 06/12/2018 08:01

Whoah that's a sprread, on IG at least

[rogerbridge] 06/12/2018 07:59

Looks as though some are going to bag a bargain. I’m looking down the back of the sofa.

[grabster] 06/12/2018 07:59

".. AECOM have confirmed the first Statement of Work ("SOW") from the supply agreement which includes the supply of 50 kg of Versarien's graphene enhanced polymer material to be delivered in early December 2018, with a further SOW expected to cover the delivery of 200 kg in early January 2019..."

Early in December 2018; I take that to mean before the middle of the month - ie, within the next 9 days. (Did NR and whoever accompanied him have some of that in their hand luggage?? !)

[nemo19] 06/12/2018 07:58

Level 2 showing opening auction prices 9% DOWN. Unbelievable

[luckyorange] 06/12/2018 07:57

Detractors phones must be ringing like mad.

[chumbo1] 06/12/2018 07:56

The table showing status on each collaboration is well worth a read.

[maisto] 06/12/2018 07:54

Club - I don't filter anyone, even Log. I just don't engage. You've been irrational and what's worse, harmful with your behaviour. I personally won't forgive you just because you're happy now - until you apologise for your actions. But yeah, bye :)

[grabster] 06/12/2018 07:52

I think there will have been a huge sigh of relief from those (including me) who anticipated that this morning's figures might have involved a (perfectly allowable) widening of losses due to greater expenses. Instead the figures are remarkably sound. Nice work.

Detractors of course will continue their trashing - that goes without saying. But they've not been provided with the ammunition they will have been hoping for. ;-)

[chillpill] 06/12/2018 07:52

I can't see myself being a seller anytime soon but looking back to the day of the results a few months ago the shorts tried to smack it at the open and then 15 minutes later it had fully recovered.

Anyway the shorts have little impact from here as it is almost impossible to short so the only ability they have to influence the share price are words....talk is cheap! :)

[runthejoules] 06/12/2018 07:50

It's better than I thought. Losses somewhat narrowed.
Enough cash to keep going for 5 years even if it doesn't turn a profit which it bloody will!
But even 250kg of polymer is PoC but isn't much graphene. This is going to take longer than the excitable mug punter squad thought. Growing a brilliant business does that, and the sellers still ain't finished. I don't think we'll do much more than build a base today what with the wider China news but I hope I am wrong and Berenberg decide to take advantage.

Total faith in management and what they're achieving, just not in the wider markets or in the shorters' capacity to admit (partial) defeat!

PS That wasn't the product launch I presume

[loglorry1] 06/12/2018 07:50

Prices for plastics and polymers vary but are widely available online. From the research I've done they seem to be around $2-5/kg depending on grade type etc.

Obviously by adding Graphene at a particular concentration this price will increase. We don't know the concentration, type of Graphene or price in this test order.

---------------

"Maybe someone going to see Neill for coffee might ask what is the approx industry price for Nanene,Polygrene etc, it’s not a sensitive subject, every industry, mining etc has prices ton/kilo etc Analysts must be asking this, as how can they do their numbers, projections etc." (NY Boy 52158)

[clint fleecewood] 06/12/2018 07:49

If Carlsberg did RNS'.
The best brace of RNS' I'e seen in 10 years of investing. Solid finances now with orders starting to grow and masses of unbelievably huge potential.
I am a very happy bunny this morning.
;)

[luckyorange] 06/12/2018 07:49

They are very good at getting the price right, leave it to the experts in their field they know exactly what they are doing as shown in the cash balance.

[chimpandy1] 06/12/2018 07:47

Who's results were you reading?

[diversification] 06/12/2018 07:46

I would be gobsmacked if this falls today, regardless of wider market sentiment.

[mad foetus] 06/12/2018 07:45

I guess the concern is that the graphene is being given away in order to generate an RNS to detract from terrible results.

[anley] 06/12/2018 07:44

FUJI99.........there will be a need for capex in the next year depending on the deal VRS does with a customer..............I really can't go into this at the moment but this mornings figures are good news for shareholder - bad news for bears and a very solid future for the group and some of its maunfacturing units.

Well done the team.........

[grabster] 06/12/2018 07:44

"Maybe someone going to see Neill for coffee might ask what is the approx industry price for Nanene,Polygrene etc, it’s not a sensitive subject, every industry, mining etc has prices ton/kilo etc Analysts must be asking this, as how can they do their numbers, projections etc." (NY Boy 52158)

Those established industries involve materials for which available production data and patterns of demand have existed for decades. I dont think we can expect any such averaged data to be available this early in what is a totally new world of materials for which applications are being discovered daily at present. Far too early.

|If anaysts cannot get their heads around it - tough. They should just say so.

[mj10] 06/12/2018 07:43

good news on the financials and aecom but I cant see the share price clawing back much more than yesterdays drop caused by expected poor figures today that didn't materialise

[club sandwich] 06/12/2018 07:42

Our first significant order and the MMs are marking us down? Just incredible.Oh well, who cares. Profitability almost certain at the next set of numbers, and a very bright future...