Versarien Share Discussion Threads

[wuzy] 19/12/2018 11:30

Scrutable many thanks.

[dynam1te] 19/12/2018 11:30

Have a lovely Christmas Scrutable. Neill is such a genuine person I think.
Di

[woodpeckers] 19/12/2018 11:29

Just like to add my thanks Scrutable, very kind of you to take the time to share your thoughts with us all. Neill really is one in a million.

[oldscallop] 19/12/2018 11:27

Many thanks Scrutable - reassuring and exciting!

[fuji99] 19/12/2018 11:23

Scrutable - Thanks a lot for the detailed comprehensive summary.
Merry Christmas and Happy New Year.

[drattuts] 19/12/2018 11:23

Impressive scrutable - thanks for posting. Happy Christmas to you and to all on here who add value and insight as you have done.

[club sandwich] 19/12/2018 11:23

Not only did I not have to sell any VRS to pay my tax bill, but I managed to find £1k down the back of the sofa to buy a few more. That buy of 842 that just went through was mine.

Looking forward to 2019. Unless the end of the world comes VRS should do very very well: and if the end of the world *does* come the value of my portfolio will be the last thing on my mind (perhaps quite literally)...

[squire007] 19/12/2018 11:20

Thx Scrutable great stuff and thx for sharing :-) happy days to you and us lot x

[chimpandy1] 19/12/2018 11:19

Thanks scrutable, great to hear. Merry christmas

[squire007] 19/12/2018 11:18

Is it wakey wakey time ????About fekking time :-)

[kemorkid] 19/12/2018 11:18

Lovely scrutable
So well written
Health snd happiness to you and yours.
Happy Xmas

KK

[bisho4] 19/12/2018 11:17

Scrutable, thank you very much for taking the time to post that. It sounds like you had a wonderful experience :)

[iain dick] 19/12/2018 11:16

So many thanks for sharing a private meeting Scrutable. It shows the character of the man which is beyond the realms of so many. Happy Christmas Scrutable

[graphite bot] 19/12/2018 11:15

Sg yep I took a photo before it disappeared. I have shared it to the private twitter group . A couple of weeks ago as they are a very good bunch of people . ( sorry loglorry ) you wouldn’t last 2 mins in there. I am happy to send you pic but don’t wanna plaster all over twitter . Mike brenner also posted a great link where the arch was being discussed do you have email.

[ellissj] 19/12/2018 11:14

Great post scutes. It's all about seeing the future and making it real. I have belief that neill ricketts is just this type of character :) aimo. Best ellis

[scottishfield] 19/12/2018 11:10

I was wondering if you might post today SCRUTABLE. Thank you & a very happy Xmas.

[graphite bot] 19/12/2018 11:07

@graphitebot2

[scrutable] 19/12/2018 11:07

I have just had the ex traordinary experience, because of my age, of an extended one-to-one with NR. I absolutely have to share it with fellow investors. I was left feeling that I had spent a preciously short time with a great visionary, at the same time unusually astute business and marketing manager/leader who will influence, even enable, major industrial change throughout the industrial world, and that the course is now set for exponential growth and dominance by Versarien of a step change in the production of a very large number of industries.

NR has often been quoted from his tweets as saying " you ain't seen nothing yet" and I now believe that what might come across secondhand as bombast and unrealistic optimism, is the truth beyond normal experience, which is why most of VRS announcements increase scepticicism with the average investor. The situation is analogous to that pertaining 10 years ago to self driving cars and today towards Elon Musk's courageous Tesla project and his outside-the-box efforts now extending to hyperloop travel. It all seems so plausible and just too good to be true.

Only it IS true.

This morning's RNS of a further mind- blowing collaboration MOU with a Chinese state owned aerospace company, will surprise no VRS shareholders and would on its own have been sufficient to underpin the future of VRS. As usual it has cut no ice with the City, who have demonstrqated time after time in their collective ignorance of science that they think that the UK can live on financial engineering, maniipulation and hot air, rather than from producing global industrial leaders from innovation and seriously heavy investment in infrastructure.

The current Government understands this with its following just in time of the EU lead in sprinkling funds effectively over the medical and engineering science reasearch departments of our world leading universities and science parks. Innovation is now being effectively seeded all over the UK.

VRS seems to be succeeding miraculously in laying the basis for an industrial revolution that could save this country. Its project is more desperately relevant than ever to mitigate the self harm in train from the UK political process.

Neill Ricketts began his life's monument traditionally, in a garage, and for five years grew the roots of a viable business in the narrow niche of heat transfer via copper foam. That was I think the most difficult part, The necessary frugal habits allowed him the growth without relying on the potential treachery of banks and greedy controlling financial partners. He is therefore unusually free from interference in forming policy. Current shareholders benefit hugely from the ensuing increase in their share of the assets, and freedom from the fear of takeover by an unwelcome approach.

IMO he demonstrated his ability to makea step changes in the profitability of the VRS business model with the first one, the RNS launching Polygrene. The incorporation of the nanene content into the base plastic not only adds value to each transaction, but it avoids the damaging risk of having to release and licence the knowledge of how to maximise the effect of the mix, and therefore preserves the value of the company's IP. This is far better than just selling the nanene and enabling clients to build their own proprietary know-how. NR intends to exploit this idea further down the added value chain to selling formed parts of the actual product improved by the inclusion of nanene. There are also secrets in the nanene production process which go far beyond the provision of a patented machine and quelled my fears of loss of IP from a very acquisitive and inquisitive range of Chinese giant corporations.

I have long felt that the consequence of the efforts of management experimentation, and thinking " outside the box" over the last ten years - and 18 months of initiating "Co-operations"with around 50 major corporations (possibly hundreds of small ones too) is in some ways analagous to successful farming.

This for the understandable sceptics who can "see" nothing happening:

The ideal land has been found, prepared, tilled, fertilised, and seeded.
A crop is predictable but unquantifiable in the short term but is just beginning to sprout. .Just one or two shoots are visible

Nonne can predict the size of thr crop but rest assured it is absolutely colossal.

[anley] 19/12/2018 11:07

CHILLPILL.......Are you able to tell us the names of "the 2 offshore funds" are please........one may be my son's in Hong Kong.

Thanks and a Happy Christmas and New Year.

[pshevlin] 19/12/2018 11:06

Ditch the financial advisor. I bet he has you in funds that are just about breaking even.

[cheek212] 19/12/2018 11:05

Do my eyes deceive me!!! Blue!!l Blue!!! Just going to slap myself in the face to make sure I'm not dreaming!!

[rogerbridge] 19/12/2018 11:03

In all the years that I have been investing, I have never been as excited as I am now. Not at all concerned about the share price, in theory I should be as I am 69 y.o.
My financial advisor is going crazy about funds tied up here.

However he has no vision of who our world will change with 2D materials and for VRS's place in it.

The VRS story is compelling and I look forward along with my children and grandchildren to reading Lord Ricketts book when it is written.

2019 is going to be spectacular and as one of the Dragon's said. I AM IN.

[mryl] 19/12/2018 11:02

Big for AECOM doesnt necessarily mean big for VRS. I am personnally more excited by what's going on in China! slowly signing MOU after MOU, and once the definitive news on Chinese factories drop then AECOM stuff will seem relatively small.