Versarien Share Discussion Threads

[lovat scout] 18/12/2018 18:36

SG - we’ll probably never find the answer but it would be interesting to know how many long positions are on spread bets as that may well be the next source of share price instability if markets wobble more pre-Brexit.

[superg1] 18/12/2018 18:36

I don’t reckon or guess I simply get the figures.

It’s available to all, it just costs. I can get the lists of any share.

No tricks or dark matter involved £350 plus vat gets the info.

[superg1] 18/12/2018 18:30

I keep a close eye on it.

Assuming no market complete melt down when they are done the share price will rocket and that should coincide with bigger news.

Any large holders that left or leave are going to need a good deal of luck to get them back.

In the case of bad markets, as mentioned before, I wouldn’t be comfortable with a number of funds with large holdings here. Such funds often issue “sell all small caps” instructions in such circs.

VRS won’t have that issue.

Hence I’m more chilled than others, I can see the supply is going to run dry and big news to kick in soon.

[superg1] 18/12/2018 18:24

Miton

In April (post big sell off) they took their holding down from over 15 mill to 7.2mill.

That 7.2mill was split across 2 funds the highest being a 2.99% holding. As they were both below 3% no more notifications were needed.

Herald had previously reported having dropped some and were now under 5% at 7 mill shares.

In a late report at the end of July WB reported having sold around 3 mill plus shares.

So Miton and Herald were holders of over 14 million shares and have at times sold shares across this year since those notifications.

So in theory you should be glad to know that Herald’s 7 mill plus was under 800k going into this month and the Miton trust fund was around 840k. I’ll have to dig deeper to ID the other Miton fund.

Chuck in what Will did and it’s near 15 mill supplied by that group through Q2,3 and 4.

Thus they simply don’t have anywhere near the supply rate left that we have seen for many months.

When they are gone they are gone, they typically are the sole reason for dips we have seen along the climb. The last month or two has obviously been that and aided by a bad market.

[superg1] 18/12/2018 18:06

Option B is pay £350 plus VAT (price to PIs for off the shelf price) and see for yourself.

[superg1] 18/12/2018 17:58

Fest

Re Miton.

Yes they dropped below 3% and therefore subsequent selling was thought to be them.

Actual figures showed Katie had joined the game taking her total from 7 mill down to under 800k now in that fund.

From monthly data sheets by Miton as in posts we could see some months it didn’t change but it has in the last 2 months.

The figure left for the trust fund was around the 840k mark going into December having been over 1.1 mill prior.

The November data sheet when out should back that up.

Oct Miton figures showed the VRS holding as 1.5% of the £87 mill fund.

It will go down in the Nov data sheet as they sold some.

[chimpandy1] 18/12/2018 17:30

It doesn't bother me if it is miton or PI's selling. It can't go on forever. Given the recent run of news I am confident to hold and add where possible. When the market composes its self and the sellers are out this will find new highs imo. I have a 5 year plus time frame though so I have time to wait. I can understand why people who need the money sooner would be disappointed.

[lovat scout] 18/12/2018 17:27

Freddie and Fest - it was a very short lived 🌈 bounce.....☹️

[kemorkid] 18/12/2018 17:21

Now a little RNS with plenty of “punch”
would be very welcomed at 7.02 in
The morning please.!!!

Have a lovely evening all

KK

[rogerbridge] 18/12/2018 16:59

I am feeling very chilled, it’s just a matter of time until we have the AECOM ramp up in 2019.
Not many small caps have a few £ million in the bank, incredible technology, a first rate management team, experts in the top of their field, two Government employees seconded to them, collaborations with major UK and foreign blue chip companies, access to test equipment facilities worth hundreds of millions of pounds, partnerships with UOM, Cambridge University and Warwick.
Am I bovered- No I am not Bovered, I am just bloody excited about 2019.
Hope to pick up a few more before then.

[festario] 18/12/2018 16:50

Nasty drop at the Bell there.I don't buy the Miton fund explanation, they were supposedly nearly done months ago.Instead, I believe that one or more PI's are getting out as we move below their level of comfort.My own comfort level is 110p to 120p. I'm happy there but no lower, I added quite a lot in the 150s.Under 110p and I'm motivated to go defensive and preserve what profit I can to live my life with.It would seem that some PI's are doing the same, but they had a lower tolerance level than me.

[cheek212] 18/12/2018 16:25

Someone's certainly dumping large round chunks today to keep us down. Hopefully it's Miton as per Superg post earlier, and hopefully they nearly run out as this is now getting rather tedious! Constant good news RNS's but still where we were a year ago!

[mryl] 18/12/2018 16:20

Thanks Fest

[66sequoia] 18/12/2018 16:18

Https://www.freshpatents.com/-dt20180614ptan20180167735.php

[adejuk] 18/12/2018 16:17

someone is selling lots
i don't care but i was hoping for a chrissy pressy to get me through this awful time in sick bed

[festario] 18/12/2018 16:11

Myrl, actually volume is a bit higher than of late, but the share price was dented by some very large sells in the first hour today.It's never really recovered, but they will take 30k lots from me all afternoon, so there is a market.

[mryl] 18/12/2018 16:08

Just had a look at the chart, has there been no trade at all the whole afternoon?

[superg1] 18/12/2018 16:04

Ash

Callum replied to someone on the topic he didn’t name the company but if you tracked posts a while back on the topic we named them.

So yes we know they were tested by a top end company and the treble and bass enhancement defied the logic of what their own science has shown over the decades.

So I suspect just about all sound equipment will see graphene in it as the years go by.

I discussed what the key part is with Stephen Hodge at the Geic.

Simple but obviously brilliant.

Now that mystery big company in California has some to play with. So in theory they too will be counfounded by the double gain.