Versarien Share Discussion Threads

[evergreen8] 14/2/2019 14:09

It strikes me that Dr Baker is comparing the variations in product offering available from the 98% of the so called graphene producers and not the highly differentiated quality of product available from VRS. The market does not support substantial price variations for coal by the ton but it certainly does not conflate that with the price of Diamonds. Unlike so many "graphene" producers VRS are demonstrably able to enhance performance and facilitate disruption across more than 40 industry sectors. Major international players are queuing to gain first mover advantage with the products from VRS. Neil and his team have tilled the soil and sown the seeds we now have to wait for the harvest. Thanks to the current share price I have, over the past two days, added over 100K to my holding and am now confidently and patiently waiting for the inevitable news to flow.

[tini5] 14/2/2019 14:09

Festario, you say you have time on your hands, why don't you make an appointment and go yourself? If you're that bothered, that is...

Pretty sure Scrutables was unable to attend an event due to mobility/illness issues if I remember rightly. Apologies Scrutables if I'm wrong on that point.

[festario] 14/2/2019 14:03

Thanks Hoverfly, and yes, this is indicative of the problem I have when I search for any kind of enthusiasm or verifications about VRS from independent third parties. Even those who are in the field of advanced materials generally, or Graphene specifically.Each time I raise this on here it is received with hostility, but no one can help guide me to any solid information to assuage me.The VRS rns's are not a legitimate answer. We all know that AIM is rife with misinformation and crooked Nomads. It is foolish to ever completely trust the statements from any one company alone.Many of you have met the CEO and trust implicitly what he has presented to you. I haven't, and cannot, for fear of losing my objectivity. Maybe he'll come to me? as he did for Scrutable?The only other validations I have seen are from individuals who are linked with VRS, or associated with them.Other than that, within VRS rns's, there are statements from AECOM and Tsungshu executives... but there is nothing issued from that company separately.Cue the calls for me to sell up and sod off. That's actually impossible, and I'd much rather stay and get some answers to be honest.

[lovat scout] 14/2/2019 13:28

You will probably have a better chance of trading in larger size if your broker/platform leaves your order with an MM as trying to get on in large size via an execution only platform in most small cap shares is very hard unless there’s an order the other way live in the market.

MMs have access to other potential pools of liquidity (puddles or wadis in some shares!) other than the retail ebb and flow.

[hoverflyman] 14/2/2019 13:17

I have been mulling over James Baker’s interview in which at about 0.26.10 he links FLG with packaging, membranes, anodes and cathodes with quite rapid progress (but no other specialist areas) and at 0.26.30 he says that he distinguishes it from “bulk graphene” or “large scale graphene” for which people are not prepared to pay a premium price but sees few layer graphene coming down in price over the next couple of years and envisages only marginal gains for it over such “bulk graphene“ in those applications for which it is already being used. He talks of the different types “merging“ with cost reduction, and earlier emphasises the added value of Graphene additives rather than its absolute cost, but he never seems particularly enthusiastic about the distinctive qualities of FLG nor signals that he is particularly impressed by them, only really that he sees different horses for different courses.

If this is truly representative of his view then I’m not surprised by his failing to impress Fest with them. Perhaps Neill has not been communicating his findings to Dr Baker, or maybe he is only one of many CEOs doing so and he has become cynical?

Be that as it may, I am a firm holder and believer in VRS’s premium position. The revolution is not going to revolve around graphite!

[festario] 14/2/2019 12:35

The thing is, for those who want to trade it, and buy back more shares cheaper, you actually can't even if you try.They will rarely take more than 5k or 10k shares from you, because other more important sellers are getting preferential treatment. Only Lovat Scout could shed light on how that works.

[pshevlin] 14/2/2019 12:29

'fraid so. Still a few deserting the ship.

[festario] 14/2/2019 12:27

PShevlin, famous last words I'm afraid.

[1teepee] 14/2/2019 12:08

Sell out then

[1teepee] 14/2/2019 12:08

I got told with in 6 months back in October 2018 by our cto

[1teepee] 14/2/2019 12:06

Another really silly thing most investors say

[festario] 14/2/2019 11:58

... although I hope you are right PShevlin

[ellissj] 14/2/2019 11:55

Iso is about defining 2D versus 3D. Ie under 10 layers acts as 2D per raman spec signature. What's your solution to distinguish ? Best ellis

[festario] 14/2/2019 11:51

I see nothing, NOTHING, to suggest that.

[pshevlin] 14/2/2019 11:42

Beginning to look like the bottom.

[1teepee] 14/2/2019 11:37

Hence anymore then 1 later is 3D

[1teepee] 14/2/2019 11:37

It's 2d when the electrons can only move in 2 directions

[ellissj] 14/2/2019 11:20

I agree 2Dinvestor :) best ellis

[ellissj] 14/2/2019 11:20

Of course they do - 'graphene' is under 300layers versus graphite. Once iso definition in, how shall they differentiate further ? I assume, because '2D' materials is already in usage, you could choose to say 2D and 3D graphene, because that would be accurate ? My train of thought becomes 2D graphene under 10 layers , and 3D grahene under 300nm and graphite above. Any other suggestions ? :) aimo. Best ellis

Edit sorry. Got layers and nm mixed up !