Versarien Share Discussion Threads

[club sandwich] 13/2/2019 16:58

"Maybe Neill needs to RNS a Tesla deal 😀
Then you recon the share price will be plodding ?"

I don't think even a collab with Tesla would move the share price by much, or for long. VRS already has 30+ collabs with some of the biggest companies in the world.

What everyone wants to see is some MONEY!

[robinhood69] 13/2/2019 16:48

Ashehhzi agree fully. If folks cant understand that then they are daft.
Maybe Neill needs to RNS a Tesla deal 😀
Then you recon the share price will be plodding ?
Not a chance.

[wuzy] 13/2/2019 16:47

Any one read the doom and gloom on ii daily analysis of charts for Vrs, thankfully it's all tosh and any good news will put paid to that, as you say woody a day nearer, cheers

[club sandwich] 13/2/2019 16:46

As Woody Allen once said: Eternity is a very long time, especially towards the end...

[woodpeckers] 13/2/2019 16:38

Another day nearer guys....

[cheek212] 13/2/2019 15:17

Right I've finished buying now - Neill, you may release the Kraken!!

[rheumking] 13/2/2019 14:39

Thanks Super for clarification. That's some serious punishment for the share price to take but all things considered has borne up quite well.
Think I need to get myself level 2- wasn't sure of the advantage previously but am now being convinced!

[ashehzi] 13/2/2019 14:32

Tesla owns Maxwell.
Versarian owns Gnanomat.

Maxwell and Gnanomant work together.
Hence, Versarian works with Tesla.

All in NR tweets (excluding the inference).

[shavian] 13/2/2019 14:14

Here’s a link to the latest Zach and Jesse show on the In Depth YouTube channel. For those unfamiliar with these guys, they run an unofficial Tesla fan club show which also often features what’s new in renewable energy. This one is about Tesla’s pending acquisition of Maxwell Technologies, which sounds like a more mature version of our Gnanomat. Jesse (who could be Leigh Halfpenny’s long lost half-brother) waxes lyrical about the efficiency and weight savings that Maxwell’s Silver Hammer - sorry Supercapacitors - could bring to future models of Tesla. Did someone say recently that Gnano has some link to Maxwell? Worth a watch.

[bisho4] 13/2/2019 13:59

There's no need to worry about institutional investors. When the deals come through, then everyone will want in, including iis. There's no need to play their game to get them to buy in ahead of time.

There is no real upside at the moment, in terms of running the business, and there is plenty of downside (re: HAYD). We'll have more churn and drift in the meantime, but we're all lths, right?? :)

[alfie4048] 13/2/2019 13:38

What institution would buy shares at 200 million market cap company with a ten million pound turnover from a broker who cant produce a brokers note because there are no financial forcasts. At 10 pence they we're a punt for miton etc, at current prices institutions will need to see sales.

[festario] 13/2/2019 13:23

Surely Cannacord could have done a better job than Arden to get these shares shifted at a price, to another institution?The constant drag is, well, ...a drag!

[club sandwich] 13/2/2019 11:39

The environmental and human cost of plastics disposal...

[superg1] 13/2/2019 11:16

Rhe

Just to clarify re the amounts for last year.

Miton had over 15 mill pre sell off which started really last year triggered by the redemptions.

Herald had around the 7 mill mark before Katie starting "feeding the ducks" (Desperate MMs)again early last year.

The you can add in Will B who put in about 3 mill mainly in H1 2018.

I'm not going to give the figure left and leave some speculation on here for the traders but it means over 20 million have been sold by the major holders in the last 12 months.

LO as you point out finished their 27 mill run in late 2017.

It just shows there has been a long supply line for the last 2 years and it's near all done.

My hope is Miton have done about 500k or more on the China news. Herald tend to be a bit more selective and sell into demand from MMs.

[rheumking] 13/2/2019 10:48

Just to clarify super- my understanding was the LO sell off was at end of 2017 not more recently so total in recent sell off ie over last 4 months id 22 million- still an impressive chunk. Feel free to correct me if I am wrong? Its amazing the share price has been actually quite resilient given that. These funds sure are a mixed blessing- they provide a stable holding but when they go they lead to significant share price depression for several months.

[spike_1] 13/2/2019 10:41

Thanks sg all very succinct and accurate

[superg1] 13/2/2019 10:22

Kemor

Miton in particular hit 10% instead of 1% redemptions last year and needed the cash and have pushed the redemption date by 3 months this year (microcap trust fund).

They have made 10 times their investment at these rates.

As you know for fund managers it's all about their bonuses and personal earnings not earnings for those in their funds.

Miton had to sell a load in the 60p range to meet the redemptions as I recall. Many shares they hold in those funds have little volume and there was no way to get the cash other than sell those with a good churn like VRS and WEY.

Their fund also got hit heavily as a decent portion of it was in YU group.

I wouldn't be surprised to see the microcap trust fund disappear over the next year.

Hence I keep reminding PIs to check what shares Miton have in that microcap trust fund and consider your options before Miton may dump shares into a share that can't cope with such volume and would cause the relevant SP's to crash.

[lovat scout] 13/2/2019 10:11

Sometimes fund managers have to sell what they can rather than what they want to in order to meet redemptions or rebalance portfolios. Herald and Miton by the very nature of their investment mandates invest in a lot of illiquid companies.

[pshevlin] 13/2/2019 10:09

They may have decided that they can see more potential in another stock. How long is it going to take before this rises by 10X again?

[woodpeckers] 13/2/2019 10:08

Because they get to say "Look how clever we've been...made a packet for you on VRS!" Of course they won't go on to mention that had they waited a few months they could have made a lot more....

[kemorkid] 13/2/2019 10:06

Why in God’s name would these “intelligent “
fund managers sell when this has such potential.
Beggars belief

KK

[woodpeckers] 13/2/2019 09:55

It will certainly be a hallelujah moment when we get confirmation that Herald and Miton are completely out...roll on the day!

[spike_1] 13/2/2019 09:49

Bob - exactly right!

[shavian] 13/2/2019 09:48

Thanks for all this SG1 and Spike, quite useful as I don’t have the time or inclination to research other people’s/fund’s holdings myself. I’ve been an admirer of both Gervais and Katie in the past but cannot get my head around why, with the research capability at their disposal, they (or anyone) would want to bail out of VRS at this point, knowing what we know. As a result I have deemed them both stark raving bonkers and sold my own long-term holdings in their funds (at a considerable profit). I added the proceeds to VRS yesterday and bought some gold bullion (PHAU) as insurance against a disorderly Brexit.