Versarien Share Discussion Threads

[festario] 09/2/2019 18:10

RCT, I accept that, and I've clearly said that I might be reading too much into it. Enough said about that.What I'm concerned about is that everyone seems displeased that I'm making a point, rather than arguing against it or referring me to a better source of information.

[graphite bot] 09/2/2019 18:08

Fest You would find the private twitter group very interesting . Approx 60 investors Many from Advfn .Talking about the company and getting on fantastically. You will be pleased to know you are mentioned from time to time . Please don’t take this as an invitation.

[realcooltrader] 09/2/2019 18:03

Fest, I think you are reading too much into that, the good Doctor has liked some of my messages but we're not drinking buddies.

"On Twitter my main ally has been Dr Tina Bass who seems equally mystified as to the extent of the ignorance they display to my questions."

[festario] 09/2/2019 18:02

I have no knowledge of any private Twitter group, and I can only comment on what is in the public domain, or my own personal correspondence with the entities I've mentioned.Are we now saying that it's wrong to raise these concerns on here?Surely it would be better to steer me in the direction of better sources of information, rather than criticise me for bringing the issue to the attention of the board?

[festario] 09/2/2019 17:58

Magic Beans.On each of my public tweets to the GC, where I question their lack of enthusiasm about VRS, Dr Bass has acknowledged them by liking them. Perhaps I'm reading too much into that? However they are the only responses I have to go on.Of course my other messages to them are private, so she would have no visibility of those.

[graphite bot] 09/2/2019 17:54

fest Tina bass has been on Private twitter group .She would prefer if you kept her name out of your Opinions. She often posts on there and is completely happy with her investment . Calm as a cucumber springs to mind.

[festario] 09/2/2019 17:36

Thanks Ellis, and I'm happy to answer each of your questions, but I'm not sure I'm rocking any boat. I'm merely sharing any concerns that I have here. I was of the opinion that this was a place to debate any points of interest about VRS, not merely guessing the hidden meaning behind the CEO's tweets.To answer your points ..You are correct, I was merely asking general questions to the UoM and to the GC, I was probably remiss in not being specific about single layer GNP'sTo be fair, they never gave me any kind of encouragement to make me feel that I could ask any deeper questions.I'm equally guilty of not asking them about VRS' competitors. I was kind of hoping I'd get a warm feeling about the company I'm invested in first. I had dismissed VRS' competitors, mainly because they had been discredited to a large degree on this board.Science Daily and Graphene News are also interesting in so far as they have never mentioned Nanene, and their only vague reference to Versarien was in Feb 2017, two full years ago.I'm disappointed by that, and surely I'd be wrong to ignore it.

[dgduncan] 09/2/2019 17:20

Chumbo, since the GC are US based and international coverage I would expect them to talk in $ terms. It would have been too specific if he had mentioned it in sterling :)

[ellissj] 09/2/2019 17:16

Fest, were the graphene council maybe thinking your enquiry was regarding the commercialisation of single layer graphene - which is likely years off ? And regarding your communications with them, i assume you posed the same questions to them about vrs competitors ? If not why not ? I also seem to remember you said the same thing about vrs after having contacted the UoM ? In any event, I imagine the whole graphene scene and organisations operate under NDAs. Eg. Investors know little about the geic industrial partners or details of it's tier one partners graphene characteristics. Of course, it's early days and pre-standards, and there's risk associated with that - which amongst other things is why you got in cheap when compared to today's SP? A great reward thus far ? Steady the nerve old chap. Rocking the boat every 5 mins serves little purpose :) Aimo. Best ellis

[tim3416] 09/2/2019 17:07

Fair enough dg, I didn't have the advantage of the nanene enhanced earphones ;-)

[chumbo1] 09/2/2019 17:03

The 50m mentioned was a dollar figure, not sterling. Infer from that what you will.

[club sandwich] 09/2/2019 17:00

"Many guys here want big news now."

And you don't, Graham?

If you don't, you're an even bigger fool than I thought. This isn't a religion, we're here to make money.

"That would typically be some trying to flip shares."

It's not about flipping shares - I have no intention of selling for a long time yet - but I DO want confirmation that my investment is safe and this company is making the progress to deliver on Ricketts' extravagant promises. I'm really not sure which part of that is hard for you (or him) to understand.

30+ collabs, government backing, global contacts, fingers in pies in sectors with billions of R&D spend - but a turnover for the last Half of £5.22m?

Pathetic.

[dgduncan] 09/2/2019 16:59

Bootie - I was watching but my interest fell away towards the end for some reason when I saw we had no chance to pull it back so decided to cheer myself up and read the posts today.

[bootie64] 09/2/2019 16:54

Hi DG,
Busy rugby day so not online much

I have listened a number of times and as the rest of the interview seems to be accurate in the written article I am going with the $50m :)

[festario] 09/2/2019 16:53

Bit harsh that SuperG, and I'll ignore your kind advice if it's all the same. I have made the point two or three times, but not all the time.You have encouraged us to do our own research, and with the best will in the world, I could never even get to 5% of what you have done.So, I've been quite persistent in my communications with the Graphene Council, by email and Twitter.On Twitter my main ally has been Dr Tina Bass who seems equally mystified as to the extent of the ignorance they display to my questions.Via email, if they reply at all, they simply repeat the statement that 'no one has yet managed to commercialise Graphene production, and any such moves are several years away'Surely you can appreciate why I get confused and frustrated by such responses from an organisation who purport to be at the forefront of Graphene development.I think I've reached a dead end with them, and I would gratefully appreciate any better sources of information than them.

[superg1] 09/2/2019 16:38

Deka have been slowly adding and some new arrivals. New blood taking on stock from the less patient.

Berenberg have apeared too as we know. There has been an aapparent run of German bank interest.

There is more than a fair chance imo that future chances to get some via primary bid have now gone should VRS need cash.

Tunghsu tend to invest in graphene companies and other big names tend to offer investment support to secure their supply chain. Plenty of info in news suggesting just that.

[dgduncan] 09/2/2019 16:34

Fes - I think that the Graphene Council could not reply in any other way than they did so I would not worry. They would be in big trouble if they indicated which company it was so have to do their best at throwing you off the scent.

[superg1] 09/2/2019 16:31

Fest

You keep saying the same things over and over again, sell the lot and stick the cash somewhere else, bank or other shares etc.

The 25 million have been supplied by the bigger holders throughout 2018. A few more won’t matter.

I’ll being staying right here.

[dgduncan] 09/2/2019 16:30

Tim, I had not listened to the audio before so now have listened in detail with my nanene enhanced earphones - just to try and capture the minute detail. I listened over and over and I am for the $50M rather than the $15M. I think that he was also using that value to show that the market to date has miscalculated on the low side. If he was saying $15M I don't think he would use that phrase in this context as an example of under value.

Would like some backup for my old ears.



I still hope that it is indeed our team that has the $50M in their forecast with more to come of course as we go through the year but that would be complete speculation.

[tini5] 09/2/2019 16:15

Festario they wouldn’t name the company as it would be potentially price sensitive.

Think you’re worrying over nothing and if you really feel that uneasy, suggests your holdings in your pf need rebalancing.

[superg1] 09/2/2019 16:14

Many guys here want big news now. That would typically be some trying to flip shares.

Personally I’d rather funds are out or nearly out before big news. That would mean Herald and Miton make less on the sells and PIs get them cheaper.

MMs would then sprint into a concrete wall trying to door knock for shares.

[superg1] 09/2/2019 16:10

I thought who was selling had been read and digested here.

To repeat.

W/C 7th Jan Bego picked up a lot of shares and the suspicion here was that it would be the funds.

Confirmed. It was Herald and Miton. Miton have shares in two funds, Herald one.

Those 3 funds on individual totals now have a number of PIs with higher holdings than them. 1 at least has more than the 3 combined.

It’s clear both are selling out so it’s seems highly likely to me that one or both of them dropped stock into the market on the China update news.

[festario] 09/2/2019 15:57

If you contact the Graphene Council directly, as I have, and you ask them to comment on any aspect of VRS they are less than forthcoming. At times downright dismissive. This is a massive concern to me, and I can't shake it off.So, any mention by them of a company with purchase orders of in excess of £50m is certainly not us. I wish it was.

[tim3416] 09/2/2019 14:35

DG, if you listen to the actual interview I think Barkan talks about a company expecting $15m possible sales this year not $50m as stated in the transcript. No idea if he means VRS but he describes what VRS are doing to a tee.

Edit- just realised there are actually 2 interviews, one with Terrance Barkan Graphene Council and one with James Baker GEIC. Having listened to the Baker interview I think they may be referring to XGsciences deal with Ford but we can dream :-)

[1teepee] 09/2/2019 14:07

I hope it's true