Versarien Share Discussion Threads

[john henry] 10/10/2017 10:08

Chart technicals poised and triggered for a strong move North.

Supply is all but gone. Currently a few available @ 13.9p

[ellissj] 10/10/2017 09:53

By the look of it, glad to have got out of Haydale last thursday, taking a nice mark up. No mention of Huntsdale progress either today. Will watch for time being. VRS my only graphene share for now. And willing to be patient, to get ISO accreditation, and the right partnerships. Is ISO the gamechanger here, sorting wheat from chaff? As noted by SuperG and others, graphene looks like a gold rush. And VRS looks like the standout to me, atm. Dyor. GLA

[ridicule] 10/10/2017 09:42

Agreed Phoenixs Bring on the reasonable news! With only 131.33m shares in issue these should fly. We just need the news.

[phoenixs] 10/10/2017 09:37

ridicule, it is a bit like watching paint dry at the moment. The good thing is that it appears that the aggressive selling has been done and that any reasonable news should put the share price well up.

[ridicule] 10/10/2017 09:29

We need some news. Overhang, hangover is not the debating arena I am looking for!!

[phoenixs] 10/10/2017 09:21

spike, that 13.88 is a buy. My understanding is that they have a small amount but no longer the overhang.

[spike_1] 10/10/2017 09:18

Well: CFEP and Peel both nowhere near the offer, and both eyeing the bid. Does this mean no overhang I wonder - beginning to look good - possibly ;0)

Best wishes - Mike

[phoenixs] 10/10/2017 09:16

I have said it before. IMO Versarien is the stand out graphene company in the market and the market will soon realise it.

[rogerbridge] 10/10/2017 09:10

Good job we have a fine CFO here.

[phoenixs] 10/10/2017 08:08

superg, that £27m sure pays for a good lifestyle.

[superg1] 10/10/2017 08:01

Lucky

A big WTF by AGM. £9 million ????????

That's something like £27 mill plus since they arrived.

I haven't read it in full so don't know if they have coughed the lies.

10 mill raised for expansion £8 mill plus raised for expansion. Neither was done and now same again for expansion.

Bloody crooks.

IP Group can't help much as they would go over 30%

[phoenixs] 10/10/2017 08:00

without putting too finer point on other results etc, it does show why it is prudent to manage cash carefully as does the Versarian CFO. That is why I am very happy to be an investor in VRS.

[luckyorange] 10/10/2017 07:15

AGM raising money at 36p, hell of a fall in six months! HAYD also got the bowl out so hopefully will have the cash to buy Nanene from now on.

[luckyorange] 10/10/2017 06:42

He really needs to talk to you supernum, because you know everything there is to know ;-)

Each customer needs to be sure that they have a market, the machinery and the wherewithal (that covers everything else :-) ) before introducing and advertising a new product don't they?

[supernumerary] 09/10/2017 21:25

'The only issue seems to be the slow pace of the companies interested in graphene'

Yeah, the wrong sort of customers ;¬)

Ricketts has had nearly 5 years to find the right sort - maybe it's time for a Sales Director to take on the job?

[tenniselbow] 09/10/2017 20:39

With a large seller they approach the broker and the placing agent to see if they have a taker for the shares

[luckyorange] 09/10/2017 20:31

Interesting theory Phoenix, if that is the case then they should be looking to buy another <10%, if not LO then Henderson maybe?

Nearing the end of the selling one would hope (or quite a few), the AAC guys must have been desperate for cash and surely they will be paying a lump of tax on their cash in?
Not logical really , typical stock market!

On the one hand NR is saying there is a lot to tell in the pipeline and on the other talking to the FT about 'issues'

The only issue seems to be the slow pace of the companies interested in graphene, however there must be a step change afoot (apologies!) as more and more become aware of the possibilities.

What happened to the rfids, Dyson gone quiet on graphene and Branson plus many more, does that mean when they go quiet it all becomes secretive as they are planning for the future?

[supernumerary] 09/10/2017 19:57

Them's the breaks, kid!

Look at it the other way round - buyers here are picking up shares much more cheaply than they'd be able to if big sellers weren't accepting what most people here think are absurd prices. So they're the losers and PIs are the winners. Is that also unfair?

[turbocharge] 09/10/2017 19:46

Thanks for the explanations!

Say the share price was 100, and A wanted sell 5m shares, so the MM's start selling. But say on day 3 (when MM's had only been able sell 1m), the company issues some positive news, and the share price goes up to 150. The increased demand means A's remaining 4m shares get sold quickly at 50% premium to what A was happy to accept 3 days ago. But this over-supply also pushes the share price back down. So all in all, the big seller A benefits at the expense of the small PI's.

[superg1] 09/10/2017 19:07

Bones

About 2 weeks ago some PI Selling had the MMs collecting that and operating below Peel on the offer. Peel stayed on 14.75.

Then cantor appeared with the AAC supply.

With the trades today and Peel appearing on the bid then it may well be that which has finished Peel off but assumes the pension fund was/is not involved.

If the pension fund is not selling then Lombard/Peel should be done. If cantor back on the bid is the 625k then it won't last long.

So if no other supply has appeared and the pension fund is not selling, shares are going to get tight shortly.

I believe some were saying they could sell 250k shares last week and I see when it dipped today someone picked up 250k shares.

[bones] 09/10/2017 18:59

I believe we are still waiting on the Lombard Odier sale to the MM trade to be published being the volume and price paid by PEEL to obtain the LO consignment which took them below 10%. Seems to be a very late declaration.

[superg1] 09/10/2017 18:42

Turbo

First up it wouldn't take weeks to do 2 mill. Through Sept to date about 17 mill has come through as a supply.

No the company would not be aware, the seller and broker for the seller would be.

Only those holding over 3% or above have to notify the company of holding changes. In some cases (offshore) then it's 5% breaches, 5,10,15% etc.

The obligation is on the seller/buyer to submit a TR1 to the company notifying them of the sell/buy and breach of the relevant trigger point. Once notified the company then releases news.

In the case of the AAC lot they did not own over 3% and as I pointed out it was split 3 ways.

MMs are allowed to withhold news of large trades which are above the standard size. In the case of a supply EG 500k shares, they would get them from the supply then sell them into the market. Once sold they get reported as a late trade. That late trade is from the supplier to the MM. The amount the MM got is simply sold into the market under the various buys we see.

EG

I'm an MM and you want rid of 650k shares and I got them today at 3pm. I'd sell them into the market. When they are down to zero tomorrow or 3 days time, at that point it would come up as a report of a trade of 650k but the date recorded would show I got them today.

[john henry] 09/10/2017 17:25

Nearly 700k purchased today.

[luminoso] 09/10/2017 17:17

I don't think so, turbo. I thought the requirement was to announce news as and when it happens, especially if it is likely to move the price one way or another. However, it would not surprise me if a big order delayed news from time to time. Clearly not within regulations though.