Versarien Share Discussion Threads

[ellissj] 08/2/2019 17:30

Neill tweeted this. He's Made the shortlist for 2019. Well done neill, a recognition of achievement for 2018 Hard work and astute management. This has vrs well positioned to realise some of these exponential opportunities in 2019. Aimo. Best ellis

ENTREPRENEUR OF THE YEAR

This award seeks to recognise the entrepreneur at the helm of a young growing company whose flair, professionalism, dedication and opportunism has radically improved the trading prospects and status of their company. Financial measures will be examined as well as various corporate deals, contracts, product development and product positioning. This awards focusses on leaders who are founding shareholders or who hold significant stakes.

2019 Shortlist

"Stephen Blyth – Xpediator

Stephen Fenby – Midwich

Gordon McArthur – Beeks

Keith Neilson – Craneware

Neill Ricketts – Versarien

John Rigby – K3 Capital

Morgan Tilbrook – AlphaFX

Robert Trice – Hurricane Energy"

[matheus7777] 08/2/2019 16:54

Probably his legendary comic timing!

[woodpeckers] 08/2/2019 16:51

Definitely is mat, wonder what he wants enhanced??? 😂

[matheus7777] 08/2/2019 16:45

Dont know if anyones clocked this yet but Neill Ricketts tweet from a few hours ago shows Phillip Hammond in discussion with what looks like Neills business card in his hand

[woodpeckers] 08/2/2019 16:41

Hi lag, confident that they must be nearly there. The share price is holding up well despite their selling though which is impressive and suggests we will move north rapidly when they are done.

I may be wrong but following the comments made at the fundraising I think Neill can literally see who is selling.... and buying...

[bisho4] 08/2/2019 16:30

I wonder if his timescales are different to ours. He might mean he can see monthly reports into shareholdings, rather than a minute-by-minute account of who is selling and buying today.

[adejuk] 08/2/2019 16:29

i don't care who
fact is bears are dominant

[laginaneil] 08/2/2019 16:29

Hello woody, ummm how many more to go lol !!

[woodpeckers] 08/2/2019 16:24

lag, that's what I took his comment to mean.....

[laginaneil] 08/2/2019 16:22

Hi,
Ref NR twitter.

Some one says IIs not selling it's PIs and NR replies words to the effect
that's not true, he can see transaction returns.

Does that mean IIs are still selling?

[ellissj] 08/2/2019 15:29

A can scheme also announced last spring. Unsure where retailers/govt are with that. Mentioned because in ID pdfs, 2D in cans identified as potential products. Best ellis

"Bottle and can deposit return scheme gets green light in England.

Consumers to receive small cash sum for returning plastic, glass and metal drinks containers"

Damian Carrington Environment editor

Tue 27 Mar 2018

"All drinks containers in England, whether plastic, glass or metal, will be covered by a deposit return scheme, the government has announced.

The forthcoming scheme is intended to cut the litter polluting the land and sea by returning a small cash sum to consumers who return their bottles and cans.

Similar schemes operate in 38 countries, and campaigners have worked for a decade for its introduction in England.

Fees vary depending on the size of the bottle or can and many use “reverse vending machines” to automate the return...."

[ellissj] 08/2/2019 15:24

Latest news on plastic bottle returns scheme looks encouraging. Hopefully industry will see productivity value in using +nanene plastic bottles per m bremners recent post. Best ellis

'Plastic bottle deposit scheme in UK proving hit with shoppers

‘Reverse vending machines’ receive 311,500 bottles to date, says supermarket Iceland'

Rebecca Smithers Consumer affairs correspondent

Wed 2 Jan 2019 16.23 ;GMT

"Shoppers have received the equivalent of more than £30,000 in total for recycling plastic bottles in the first supermarket trial using “reverse vending machines”installed to reduce littering.

The machines, introduced last year by the Iceland chain at five UK sites, reward consumers with a voucher worth 10p for every deposit of a bottle purchased at the shops...."

'...In October the environment secretary, Michael Gove, said he was committed to “working with industry to see how we could introduce a deposit return scheme for plastic bottles...”.

"...The UK’s largest supermarket, Tesco, is also carrying out a trial, as are Morrisons and the Co-op, but none have yet published their results...."

[baz99] 08/2/2019 15:24

1teepee,

I think your theory holds up but it assumes that all plastic would make it to recycling. My guess would be that there will always be some need for new plastic until the oil dries up at least.

BAZ

[1teepee] 08/2/2019 15:15

I concur with mr Ricketts;)

[ellissj] 08/2/2019 15:10

Indeed, it's like the world needs 2D materials to help with lots of problems, but doesn't quite know it yet. Investing here, is like believing they will know ! Neill says we are 5 mins in per this tweet. Every reason to stay patient imo. Best ellis

Neill Ricketts @neillricketts

"I believe we are in the first 5 mins of the game Mike, we still need to sort that interview."

Quote Tweet

Mike Brenner @MikeWBrenner

Replying to @neillricketts

A huge well done to you and the team for executing your strategy so well #justthebeginning #forevergrateful #eyesforwardagain

10:44 am · 8 Feb 2019

[1teepee] 08/2/2019 15:08

If we put nanane in plastic bottles and those bottles are recycled then do we need to put more Graphene in the bottles when remolded? Or once all the plastic has Graphene inside and we have a closed loop system does that mean we don't need to put any more in it ?

[1teepee] 08/2/2019 15:07

If we put nanane in plastic bottles and those bottles are recycled then do we need to put more Graphene in the bottles when remolded? Or once all the plastic has Graphene inside and we have a closed loop system does that mean we don't need to put any more in it ? Will post on the other thread as well if people are too scared to reply on this one

[flatcoat1] 08/2/2019 15:06

Baz. It's estimated by 2020 the average car will have between 200-350 Kg of plastic. With 38 million sold in UK last year alone. That's an awful lot of potential

[baz99] 08/2/2019 14:55

Ellis,

I agree entirely. Whichever way you approach it from looking at simple use cases to the more long term, such as batteries etc, the numbers look to be incredible even for a small market share in each of the opportunities that we know of so far, as you rightly point out.

I believe that Neill is approaching this the right way in setting the foundations solidly rather than taking the easy orders and that will ensure we develop and grow with each new partner learning a tremendous amount of info along the way that just adds to the investment case. And with all the fingers in so many pies each new application further derisks the position.

We know that Poland appear to have given up trying to produce graphene, and that China, USA, etc etc havent cracked it yet which all adds to the first mover advantage. I am sure that any other producers would be shouting a large MOU from the rooftops, but no credible ones have shown yet, though it can only be a matter of time. I am happy to trust in Neill and the team and wait for it to snowball, rather than get rick quick now type of attitude

I dont care if its jam or bananas, or from what country they come from, but I agree it will come in time AIMHO.

Teepee, yes if there is a truly closed loop system for recycling plastic it will limit the amount of nanene over time, but by then they may have cracked batteries, aircraft and EV lightweighting and who knows what else

Baz

[lovat scout] 08/2/2019 14:53

Succinctly put Scrutable - a lot will happen this year and even VRS may not know the running order! It will be interesting to see if the DIT secondees have their stay at VRS extended and the news flow around those decisions.

Not sure how quickly a note from Canaccord will appear. VRS probably not in a position yet to make sensible financial forecasts so any publication would most likely be company and industry background, which would be a start!

[scrutable] 08/2/2019 14:36

Sideways or down? No way. Adjust your glasses. You don't have to be numerate to see.

Anybody looking at the 2-year chart from Feb 2017 can recognise, if shown, that after a sharp re-rating over 11 months from Nov 2017 to Oct 2018 (which at 182p had gone beyond its natural equilibrium with the facts), the share price returned to trend in mid Oct last year and has averaged 27% /pa in contination of the original upward trend channel,- which it has followed calmly for the last four months and is now slightly oversold at 123p.

One can expect it to oscillate between 115-144p until it responds to a significant news item suggesting a change in financial performance like the predictability of a repeat order string, or to a Capital event like a good acquisition or substantial new financial partner- perhaps a licensee injecting funds as is often part ofa maturing collaboration.

Those squealing impatiently for rapid share price appreciation are not investors but speculators, because the reality that the average buyer has made incremental capital profit at 27%/pa is doing very well by today's stock market performance, and I do expect a substantial breakout ie windfall,'soon', but only NR and his closest executives are in a position to make an informed prediction, which I assume will soon be passed to Canaccord for inferring in their first broker's Note.

[ellissj] 08/2/2019 14:24

Indeed baz, we only need one of these large multinationals to click, and away we go ! In short, although we have had a period of consolidation and churn in terms of the share price since the autumn, in the background the story for vrs gets better and better. Ie we have a growth of opportunity in near term orders, aecom and aircraft interiors ; that would require scale up ( eg. neill says a big aecom order would stretch current production capacity by itself). But also - we have exponential growth in terms of opportunity. Since agm; multiple mou's with large chinese firms. China update this week; multiple jv opportunities. We have multiple country engagements : china, uk (geic) s. korea, japan, india and usa. Neill also has responsibilty for singapore and indonesia (per poddys) - he met indonesian ambassador this week. Korean and chinese ambassadors last week. (I look forward to korean and japanese updates) we have two chinese assessments that vrs 2D materials meet their criteria. We have multiple dit staff helping vrs - 2 secondees and another helping peter jay in china last week. All this tremendous opportunity is real, not imagined - and presents something for 'an excited team' (per poddy) to get stuck into. I can't see a better blue sky, i am happy to cheer neill and co onto success. The general market and trade wars are what they are. We hope for speedy resolutions. The jam will come ! And of a flavour we can all enjoy for the long term. Aimo. Dyor. Best ellis

[1teepee] 08/2/2019 14:18

My thoughts are if we have a closed loop plastic industry then does that mean we only need nanane the first time?

[kemorkid] 08/2/2019 13:59

Mind boggling Baz !!!!