Versarien Share Discussion Threads

[iofra] 24/1/2019 11:05

Agree Grabster much of NR's twitter feed creates a guessing game as to involvement and who they might be talking to.

[grabster] 24/1/2019 11:00

To be honest I'm quite surprised that in so may previous collaboration announcements, the NDA status has been put at risk by Versarien themselves, in lifting descriptive paragraphs from the client's own website, in such a way as to make the unnamed client quite obvious. For NR to then blame loose-lipped bb posters for correctly guessing is somewhat disingenuous!

[alchemy] 24/1/2019 10:53

Yes, a leaking NDA is the company's concern , 100%

[foolishben] 24/1/2019 10:51

We're on the same page SG, I'm not suggesting for a minute that Milton aren't responsible for a great deal of the selling, I'm just saying that by referring to them as "the seller" we are discounting the fact that various other people/entities must have also sold to account of the volume we have seen in January thus far. Indeed Milton and Herald could have sold their entire remaining stakes in January and it still wouldn't account for even half of the volume.

[pcjoe] 24/1/2019 10:50

Thanks for all posts - VRS certainly the go to "real" graphene Co - long may that continue - Re the Current 3T machine I had hoped it was going to be the MK 1 version of the finished article to be installed in Chinese factories eta - It would seem from SGs post and confirmed by Neil himself that the actual industrial production process is still in R&D mode - no problem for the Co as demand still doesn't warrant it to be up and running - timing is everything - would be interesting to know where the new process is on the timeline though - No Chinese or other mass production factories on the cards till this sorted out - Patience required

[mj10] 24/1/2019 10:47

I will let this drop now but still don't understand how if it was just an NDA anyone else would know about it to post on here unless he told them

[spike_1] 24/1/2019 10:43

Re: Content Roberto - absolute star of the show for me not just in what he said but also in my mind where there is a much more definite expectation for significant commercialisation in 2019.

Worth remembering perhaps that Gnanomat are product producers, whereas in almost every other case VRS don't make a product - they make a component part of someone else's product, i.e. VRS are not in a position to define or publicise the time scale for 'significant commercialisation'.

Cheers - Spike

[superg1] 24/1/2019 10:41

Moljen

Your view, well put.

For me I think there is something very material near term on the VRS side. It won't need pointing out when it happens.

On the Gnanomat side there was some negativity on the previous Vox podcast as Roberto said worldwide uptake would take a few years. However to get to worldwide uptake in a few years that means material uptake in the shorter term so on that point I agree.

Definitely a concentration on super capacitors which if some look are attracting wider industry interest in various applications including the auto industry. Yes he did seem very enthusiastic and excited about whatever they have as their first super-capacitor which it seems is graphene related. His concentration and intent is to drive that into the market and he stated 'it' performs very well in testing.

[dgduncan] 24/1/2019 10:22

MoneySquirrel - many thanks for your meeting notes. Well received.

[superg1] 24/1/2019 10:08

Foolishben.

That's where facts fly in the face of speculation.

Miton sold about 530k in November from the 2 funds (fact)

They then sold about 704K in December from the 2 funds (fact).

The one fund was down to over 800k and the other to over 500k for a combined total of about 1.4 mill in January.

It seems Bego had a 1 mill sell volume of supply in early Jan and the likely main supplier was Miton. That does not mean they didn't already have some on their books but was a likely indicator that Miton had once again been active. So until January figures are known we can't be sure who but the chief suspect is Miton.

Then we have Herald who have been reducing down from 7 mill shares and did the odd 50k in those months to enter January with 727k.

Its been an unstable market for the last month or two and typically funds will exit small caps.

We don't have that issue of jittery funds ordering small caps exit as we simply don't have any large fund holders left in VRS. That is part reason why it's difficult to short VRS.

For large reliable short interest with various clients interested you need a large holder (typically a fund) that has lent out their stock for shorting.

[meganxmas] 24/1/2019 10:07

Much better put than my rambler !!!

[meganxmas] 24/1/2019 10:07

Funelling process not fueling !!!!

[lovat scout] 24/1/2019 10:07

NDA comes before progression to collaboration. I suspect VRS filter and discard the time wasters at this point so NDAs not progressing is not necessarily bad news.

AIMHO etc

Edit - beat me to it Megan and far more eloquently!

[meganxmas] 24/1/2019 10:05

Oh for God's sake can we put this one to bed please... some appear keen to jump on this as an issue it is not. As explained yesterday an NDA follows either into a collaboration or something further. It will not reach a collaboration or further if the economics will not work out ... for either the customer OR Versarien... this is a key part of their fuelling process. I am sure some NDAs will not proceed for a number of reasons ... if all on DKs list progressed then they would be running around scattergun like headless chickens. They are not they are picking and choosing and indeed in the near term (this could be now e.g. AECOM through 2019) very much on 5 big ones in different verticals. As explained by others this approach allows them to prove themselves in a big way and truly establish themselves as the global leader. Most companies at collaboration phase want anonymity so that they get all the competitive advantage. This is key.My impression was that nothing major has been lost. NR was making an important point that loose lips can sink ships. Read DKs pipeline slides. How much more exciting can it get. This is an aircraft carrier going into the fray not a speedboat. The potential is massive, the strategy is clear and the delivery is happening ... look no further than AECOM and airline.

[davemac3] 24/1/2019 10:05

pshevlin, that's what I am saying, maybe I could have worded it better but the word failed came from VRS.

[pshevlin] 24/1/2019 10:00

DaveMac why do you assume anything has "failed"? If the initial talks have not progressed because of cost it may well be because the product/application was not suitable. Why would we continue with it in that case?

[davemac3] 24/1/2019 09:50

No engagement to date has failed due to product performance

This is a bit vague, could be that things have failed because VRS are charging too much?

[jointer13] 24/1/2019 09:43

it was a great day yesterday, i've nothing much to add after the great feedback by most.

what a great team we have...very reassuring.

they are building a world class business.

[ellissj] 24/1/2019 09:41

No, My apologies mj10 for my cheek ! Just observing you seem bearish here and bullish there relatively speaking. Or did ! Yes, me and wife were in itm, both out with a profit luckily. Bear signal for me was hargreaves resigning from the board right after the 40p fundraise autumn 17. And with potential of vrs coming to the surface then, we jumped horses majority of holding. All out in 18. I hope you have the clarification you need re vrs now. Atb ellis

[foolishben] 24/1/2019 09:35

MJ10 - My impression is that we will be advised if any of the RNS'd collaborations fall through. It think it's safe to assume that the one that did drop out was one of the multiple NDA's they have not announced, for which they cannot and need not announce if/when discussions end.

[pshevlin] 24/1/2019 09:32

You may well be right Ben.

[foolishben] 24/1/2019 09:30

I think referring to 'the seller' is a bit misleading. Yes Milton have been reducing their position significantly over the last few months but if it we're only them selling there has been enough volume for them to have been all out ages ago. Selling this morning is likely to be from PI's at the trader end of the spectrum who expected price sensitive news this week. They'll be buying back in on the next sniff of news no doubt and may get caught out if something Aecom related drops sooner than expected. Let's also not forget that the CFO is in China this week, there must be a very good reason for that.

[mj10] 24/1/2019 09:27

ellissorry to sound like norbus heavon forbid ,but the tone has changed from no collbs lost all progressing well at agm t we would be advisedtto none lost because of failure.I also seem to remember that we would be advised of any drop outs.anyway I will try to be less like norbus.Do you hold ITM by the way

[pshevlin] 24/1/2019 09:21

SuperG/ Graham. Further to our chat yesterday I contacted ii this a.m. and received the following message.

re: Share loans

09:09 today general query
Dear Mr Shevlin,

Thanks very much for your secure message.

We can confirm that the investments held by our customers are not used to
facilitate 'shorting'.

Your investments are held by us on your behalf and are not accessible to
any other parties to allow them execute different trading practices.



We could perhaps now post a list of Safe and Unsafe brokers so that we can all be sure our stock is not being used against us.