Versarien Share Discussion Threads

[pshevlin] 15/2/2019 08:56

Rather more interesting is the question as to who is buying. If we knew that it might give us a little more confidence on here.

[chumbo1] 15/2/2019 08:56

Pshev: this family of materials has been around for many years, eg Microtherm is a silica aerogel. They do have some refractory properties limited by the chemistry. I think what you've flagged up sounds like a significant reduction in density though. Microtherm sits around 0.24g/ml so still room for improvement.

[adejuk] 15/2/2019 08:54

capitulation? i doubt it bill. most are tightly held.

[superg1] 15/2/2019 08:54

As we are talking buying selling, I just dumped any IOF I had left due to the drop here ready to grab some VRS.

I wasn't planning to, but hey ho since some are inventing BS in their own heads and selling out provider cheaper shares then why not.

[pshevlin] 15/2/2019 08:54

Looking at the trades today I think the tolerance level has been reached for many who are gradually selling down.

[billwave] 15/2/2019 08:51

Perhaps heavy but I can breathe again and the alternative was to whine and whinge on here daily ha.
It has been said recently, watch what happens to the share price when the funds stop selling and the shorters start buying. We are dangerously close to the tolerance level of loss or portfolio depreciation for many holders, has it been considered what happens to the share price when the majority of PI's start scrambling for the door? I do believe that is the scenario we are fast approaching now. I shall watch from the wings. Mr Ricketts, over to you.

[spike_1] 15/2/2019 08:50

Good morning Bill, also sorry to see you go, and good luck.
Personally I haven't seen anything to change my positive view of the company, but I have seen a number of new shorters sowing doubt, it's what they do.

What I don't understand is why Neill gets blamed for the time it takes for our collaborators to test and trial our product. What exactly is he supposed to do about it? He is the biggest shareholder and just as keen as we are, but equally just as much at the mercy of the multi-nationals as we are.

We know that Aecom are close to production (awaiting their ISO testing results), and we know the ISO is due within the next few weeks.

Personally I am quite relaxed, it will happen when it happens. None of these companies want to lose their competitive advantage so will produce the sales contracts for VRS as soon as they can.

Best wishes - Spike

[superg1] 15/2/2019 08:47

No PS they had some left and I have given good hints about how much. I suspect they dumped a good chunk of those, if not all of them into the China news.

I've just given the actual future for Miton in Jan and most of those were stuck into the market early in Jan.

So for me a case of timing to buy some while a few PIs panic. Many will want back in but their timing will be when the supply has run dry.

[rickyl1] 15/2/2019 08:45

I sold some big chunks between 1.30 and 1.25 to take some very good profit. Still holding a reasonable amount but I'm back to a comfortable stake. Having a large stake in one company, especially a young small company is not advisable for a good night's sleep.

[pshevlin] 15/2/2019 08:45

Yes Super but where is this supply coming from now.I would have thought that Miton were out now. If this continues we will be back at 60p and news might not come for 6 months or more.

[ellissj] 15/2/2019 08:44

I agree with club that williamson has been less than helpful, it's all part of the us/china and brexit trade disputes. Ie you scratch my back, i'll scratch yours. Clearly business confidence and now consumer confidence has been hit by the uncertainty. This first quarter of 19 will be difficult, for all the general markets. If the disputes quickly resolved, hope for rallies thereafter. And neill said news after xmas would be slow - holidays etc. Hope to see greater flow soon. Aimo. Best ellis

[superg1] 15/2/2019 08:42

Just trying to catch up.

Hawkwind.

My fear here would be not holding when the bigger news drops like Aecom.

I would definitely not want to be short when that happens.

I know PIs run scared and come up with all sorts of negative conspiracy theories. They are the type of holder many I know expect to be in share, don't want them in but accept it's just the way it is.

Bears and crooks feed on those PIs trying to get them to sell. It's a criminal crooked fraud but it works.

The fact is Miton sold 845k shares last month, shares that are not being bought back that helps the share price drop Such volumes cause the share price to drop, dropping SPs create conspiracy theories. PIs just make up complete nonsense and panic sell.

When a supply stops an share price spikes, when an share price spikes PIs tend to buy and push it up further.

[adejuk] 15/2/2019 08:41

good luck bill. nr has nailed his colours to the mast. there are firm statements that we will get substantive news during the next few months and i see no reason to doubt that. maybe you'll get lucky and call the bottom ?

[kemorkid] 15/2/2019 08:41

Wonder is Neil on Advfn

[soilderboy] 15/2/2019 08:36

Bit heavy. Lol

[ellissj] 15/2/2019 08:35

Sorry to see that bill. Good luck best ellis

[adejuk] 15/2/2019 08:31

news will come in its time but this is painful

[wuzy] 15/2/2019 08:02

Whole heartily agree with you sentiment and comments holds true for many, l too am not keen on Neil's incescent twittering, but his choice,cheers

[hawkind] 15/2/2019 08:01

Good post Roger and that is what everyone is now waiting for that substantial order that demonstrates NR can commercialise. And by order I don't mean a sample trial order with an intention to order more, I mean the real deal. Once that happens it will attract both old and new investors, but now the BOD needs to deliver something tangible before this share goes anywhere IMHO

[pshevlin] 15/2/2019 08:01

p@ Thanks. It was the combination with 2d Boron Nitride (Hexotene) that caught my eye.

[ellissj] 15/2/2019 07:56

Great post roger. Just the tonic we needed :) Best ellis

[rogerbridge] 15/2/2019 07:52

Well said Ellis.