Versarien Share Discussion Threads

[festario] 14/12/2018 10:12

Surprised they haven't hit us with a tree shake yet today, it looks ripe for one.

[grabster] 14/12/2018 08:49

The term "nanotechnology sector" is already quite frequently used in a casual way among fund portfolio references. Covering everything from the lab development and commercial production of new materials to the engineering of nano scale products. I would be happy for Versarien to be regarded as being in that sector.

[tini5] 14/12/2018 08:28

Give it a few years and there will be a nanotech materials sector.

[maxibrit2] 14/12/2018 08:25

I see that VRS is described as in the sector basic materials.Is that not a bit misleading, and possibly affects rating?

[ellissj] 14/12/2018 08:10

Of course, re iso GNP's it's laterals and thickness that typically define 2D versus 3D 'graphenes.' Game over imo. Confident in my vrs 2D investment choice here. Aimo. Dyor. Best ellis

[grabster] 14/12/2018 08:03

That sounds like something any novice could have written.

[ashehzi] 14/12/2018 08:00

Miton UK Micro Cap - Half-year Report
14th December 2018, 07:00
======
PORTFOLIO INFORMATION
as at 31 October 2018

Company Sector & main activity Valuation£'000 % of net assets Yield* %
Versarien Basic Materials 1,291 1.4 -

VRS Shares = 1291 * 1000/1.26 (asOf31Oct) = 1,024,603

The Board has decided that the redemption date in 2019 will be moved from 30 April to the end of June, with the Redemption Point now intended to be 28 June 2019.

Miton
=====
Is it appropriate for the Company's portfolio to run its winners?

One of the features of quoted smaller companies is their ability to expand sequentially for several years. When this occurs, their share prices can rise considerably over that time. This is especially evident when they are initially purchased at modest valuations at times when their prospects have not been appreciated. Whilst the main body of the portfolio has delivered the core return for shareholders, it is the presence of a number of winning stocks that has driven additional returns, given that a number of these holdings have been held whilst they appreciated strongly.

Hence, overall returns for shareholders have been maximised by running these winning stocks, since it ensures much of these extra gains are banked. However, the strategy of running winners needs to be considered in the context that such share prices are often more vulnerable, should the corporate news flow disappoint. For this reason we, as Managers, tend to be wary along the way.

[ellissj] 14/12/2018 07:11

Indeed, not forgetting polygrene too. Glalth. Best ellis.

'Neill Ricketts, CEO of Versarien, commented: "The launch of the Polygrene range of graphene enhanced polymers is an important step for Versarien. The addition of graphene to polymers has been demonstrated to provide a variety of benefits, allowing innovative products to be developed. Polygrene will enable Versarien to be able to offer customers an already compounded material incorporating graphene that they can use in existing production processes.

"We are in discussions with a number of potential customers for Polygrene and look forward to announcing specific applications where Polygrene is being used in due course."

[diversification] 13/12/2018 22:18

On the basis of Neill’s podcast, he believes that this AECOM deal would stretch the companies graphene capacity as it stands now.

In other words we would be expecting to receive an order in excess of 3000kg of graphene from a successful order from AECOM as I understand it. I would love to see the numbers behind this deal.

With Axia still in the background, and international expansion, near term we have every reason to be excited.

[luckyorange] 13/12/2018 22:03

"We came back with a product , a new product, which was an arch fitted inside the tunnel so that we didn't have to connect to the tunnel at all. It was on the ground,..... ways we might dream of doing things"


No need to 'dream' it's a reality 👍

I 💓 AECOM 😵

[luckyorange] 13/12/2018 21:52

That made me laugh Mike, I did check that there was more than one reference to it before posting it, there are plenty 😂

[superg1] 13/12/2018 21:46

Steady guys the naughty step beckons.

I think the Aecom product in play will be huge for VRS unlike anything you guys can imagine right now so soon into the journey.

Just a matter of time until the full details are out there. Aecom were keen to hide it.

[diversification] 13/12/2018 21:25

Thank you for that video

[luckyorange] 13/12/2018 21:13

A short video on AECOM and towards the end (not a long vid) there is something about that elusive arch, they will want bloody loads of those 😉🌞

[landereo] 13/12/2018 21:08

The potential is so much larger than most realise.

[iain dick] 13/12/2018 20:50

Aecom ...pg 15 talks of 3D printed steel bridge with self monitoring sensors to feed data back to engineers etc ...they really are cutting edge

[loglorry1] 13/12/2018 19:22

@ridicule "enterprise partner for the 4th Industrial Revolution"

Wow big words.

Why then after more than 3 years have they only sold a few Kg if Graphene and have managed to get to only 1kg/day of production.

By the way "enterprise value" is just market cap plus debt.

[smallfry1] 13/12/2018 19:11

Very Funny Spike 1
I almost dropped my phone in the bath
Thank you for making me laugh
Sorry accidental poet
Sometimes I can’t help but find a rhyme

John

[alchemy] 13/12/2018 19:04

Wrong A40 M40 M42. .........

[spike_1] 13/12/2018 19:02

Neill at Salford Uni' and 'discussing the journey' :

Well ... from west London you take the M4 and then ...

I'll get my coat - sorry totally un-called for ;0(