Versarien Share Discussion Threads

[aintree77] 05/2/2019 19:42

You could probably learn a lot about good investing talking to the likes of Scrutable, especially over a pint or three in a cosy county pub, would be an interesting and productive Sunday afternoon well spent.

[bazzerp] 05/2/2019 18:55

Good post SCRUTABLE. Always be wary, & double your timescales

Just checked back to your 2008 posts about Meldex MDX.
I lost £xx,000 with that bunch of crooks.

[club sandwich] 05/2/2019 18:37

banning Scrutable one minute, the next all chummy-chummy.

do you have a personality disorder, Graham?

[superg1] 05/2/2019 18:01

Well said Scrutable.

I still stick to the advice you gave me all those years back and it’s part reason why I looked deeper into VRS.

On your specific points advice I was careful not to name VRS until I considered the down curve had stopped (due to oil prices) and the dispersion ability was confirmed (AAC news). You will see the first thread started at the time AAC news was released.

All I would call VRS then is a market sleeper. At the business change point good old Blackrock decided to exit VRS and so provided a number of PIs with cheap shares.

After 1000’s of hours of research the BS in the market was apparent. VRS had the answer and we thought the big names who we knew were hunting for viable graphene would come knocking.

So far so good but the speed and amount of interest has exceeded my expectations considerably.

As for the TW lot we discussed all those years ago they are just cowardly scumbag crooks out to work their lies on the infirm.

[1teepee] 05/2/2019 16:59

I agree and attempted to have a free thread. Sheep need a shepherd. They wouldn't know what to say and do if they were free. Some people lead and some follow

[1teepee] 05/2/2019 16:56

Oh look it's the liar liar pants on fire

[pshevlin] 05/2/2019 16:41

For a change we have a UT that is the low sell price at the end of the day. Should mean that we will show a rise first thing tomorrow.(With any luck)

[grabster] 05/2/2019 16:40

This year's gonna be a good year
This year's gonna be a good year
This year's gonna be a good good year

;-)

[festario] 05/2/2019 16:39

Behold! Scrutable has returned already!

[club sandwich] 05/2/2019 16:39

"The next news has to be an order."

[scrutable] 05/2/2019 16:23

superg

Now I can't see what I took the trouble to post, which is a shame. I will rephrase.

- I was making a serious and worthwhile point that one should not conflate the timescale used for breeding horses to win races - say (2-7)years from foaling to winning - with the time needed to build a breakthrough product from the beginnings of scientific awareness (as when Andre Geim and Konstantin Novoselov won the Prize), VRS will possibly beat all previous disruptors. It is streets ahead in the speed with which it is building intangible IP assets.

The pricing of Amazon and Ocado have shown, and Tesla probably will, that for years companies which disrupt global industries usually make no revenues, let alone a return on capital for very long stretches of time. It is infantile to expect a bio tech building up licensable IP to get a drug through stage 3 trials in less than 7 years.

OXB in genetic engineering, has just crossed the threshhold after 10 years, Ceres (CWR) also after 10 on its world beating steel fuel cell is still pre-commercial with six huge Japanese, Chinese,, EU and USA collaborations, but it has £75m cash in the bank from licences and investment by these collaborations. OXB attracted £40m, VRS could do as much and more. NR might be persuadable to meet with John Dawson of Oxford Biomedical. Their business models overlap in important ways

One should look at disruptors as building intangible assets. What accounting norms class as losses, the entrepreneur accumulates as potential IP - to license with milestones ,royalties, and finally - investment from collaborators who need to buttress their future liability for royalties with increasing capital value from the investment they have been able make from the inside. .

Noone would think of expecting an oil or gas driller, or lithium or any other miner to break into profit in less than ten years . Why should shareholders expect VRS to do more than is humanly possible?

As NR may may very well do

[cheek212] 05/2/2019 16:19

Another 571 on my SIPP - got a bit more spare cash in a few days so will top up with a few more 000s me thinks. Need to finish topping up soon before the price lifts off.

[ny boy] 05/2/2019 16:17

Well at least whilst this is stuck in the mud (STX) is powering up again, no brainier that one, investors waking up, Shane they are not here, the 130p quagmire remains.

[aintree77] 05/2/2019 16:14

It's important to have a balanced view, the recent negative posts that question the viability and advancements of the company can serve as a reminder to us all, to perhaps question our beliefs and if necessary take appropriate action in order to maintain a heathy portfolio. I have taken my own advice and have carried out a thorough review of my holding and I can confirm that I have today purchased a further 2290 VRS shares. DYOR

[pshevlin] 05/2/2019 15:58

Whoever is selling at the moment they do not seem to get it that their shares are being taken off them enthusiastically by some other entity.If I was a shorter doing that I'd be a bit concerned.

[grabster] 05/2/2019 15:58

It gives him summat to do, away from where it matters (and he can't actually ban superg1 from it of course - so that's just more pointless bluster)

[tini5] 05/2/2019 15:58

Every thread on VRS apart from this one has been ravaged by Mike Langdon aliases and associated tripe.

Prefer an orderly pub to a back-street boozer.

[pshevlin] 05/2/2019 15:51

Does anyone think that they are going to improve the prospects for VRS and Shareholders by starting a thread dedicated to trashing it? Come on! I've no axe to grind but lets get real. It's starting to look like parliament here.

[pshevlin] 05/2/2019 15:49

Somebody is mopping these shares up Fest so there must be buying going on. We just can't see it.

[festario] 05/2/2019 15:36

Wouldn't it be great to see the odd buy, every now and again?

[superg1] 05/2/2019 15:15

realcool.

I did spot that hence the apologetic ban.

It only works when it's the same for all. I can't ban blues but if they engage I filter them, so apologies if replies are missing for any questions aimed towards me.

[pshevlin] 05/2/2019 14:28

Somebody is definitely ravenous for these shares as all the sells are being swallowed in one. Lets hope it continues as there will be nothing left to sell soon.

[pshevlin] 05/2/2019 14:23

Never mind ADVFN I wouldn't wish to view my own bottom (trying not to be rude) on an ipad fest. Allegic to Apples I'm afraid