Versarien Share Discussion Threads

[ratpat999] 15/2/2019 10:54

Buffett's investment methodology as falling within "founder centrism" – defined by a deference to managers with a founder's mindset, an ethical disposition towards the shareholder collective, and an intense focus on exponential value creation. Essentially, Buffett's concentrated investments shelter managers from the short-term pressures of the market.[10]

[ashehzi] 15/2/2019 10:54

Hi guys,

I dug some info regarding shares and this is true picture as of 31-Jan-2019:

Buying
======
Deka-EuropaPotential TF bought 245K
Deka-EuropaPotential CF bought 195K
Deka-Europa Nebenwerte TF has 300K
Undrly L&G Pen PMC Glb Eq 50:50 Idx also bought few.

Selling
======
Miton UK Microcap sold 390,481 and left with 348,833
Herald Ord sold recently 1,392,500


Can't give more.

[festario] 15/2/2019 10:48

Horndean, 100%. I couldnt buy if I wanted to.

[nellyb] 15/2/2019 10:45

club, man up - go to Cheltenham - and tell him face to face.

[dreamtwister] 15/2/2019 10:44

omg more red candles,i can see why no directors are buying !

[horndean eagle] 15/2/2019 10:35

Just out of interest. What percentage of your portfolio do you guys have invested in VRS. Amazed how you guys can seem to buy so many more shares.

[1teepee] 15/2/2019 10:34

So he is rich enough anyway

[nellyb] 15/2/2019 10:34

lovat scout - good sensible post.

[spid81] 15/2/2019 10:31

Morning Tini,

I hope you are well,

you don't need to worry about FGR,

I am looking forward to Tunghsu getting their hands of FGR's graphene, I hope you are aware that First Graphene have a supply agreement with the University of Manchester / GEIC,

Anyway, have any of you asked yourself why all of these Institutional Investors are selling their shares ?

[investmentguru] 15/2/2019 10:26

I have known Festario for a long time and we have made some decent money together (notably on GVC). I can assure you that he does own over a million VRS shares. Although he can be a little inpatient at times, his concerns/thoughts are often valid and should not be ignored.

[nellyb] 15/2/2019 10:22

fest, why are you asking this fred - ring Cheltenham.

[diversification] 15/2/2019 10:14

It could be worse, we could be First Graphene, ouch!

[nellyb] 15/2/2019 10:12

club, have you got the bottle to tell mr ricketts what you think face to face?

[squire007] 15/2/2019 10:06

Thru now 107.85 !!

[club sandwich] 15/2/2019 10:04

spid - you have a DM.

[superg1] 15/2/2019 10:02

It would be a big thumbs up for me Jointer as I think certain deals pending could equate to multiples of the VRS current revenue.

They won't have been planning for that. An assumption by them that it will take time. VRS have spelt out the big 5 strategy and of course some of us saw the removed web content by Aecom.

They have said they expect rapid significant progress this year.

The message was not only to watch out for VRS news but big name news re product launches.

That was said at GEIC and we now know the Nomad Cana was present. Obviously they couldn't say the nomad was present at the time as we didn't know about the Arden Cana circs.

[lovat scout] 15/2/2019 09:59

Squire - there’s no requirement to report trades to LSE so they’re probably being printed on NEX or some other less viewed ledger.

It looks like there are some investors who have broken the rule about not investing more than you can afford to lose and are now selling and paying the price or suffering unduly whilst clinging on.

Personally I do believe the VRS story and the company is the largest holding in my SIPP but if goes to zero I’m not overweight enough to ruin the pension.

So to those that have lost faith or feel uncomfortable, please rebalance your holding to enable you to make rational rather than emotional statements and decisions. VRS is still at the riskier end of the stock market until collaborations mature so volatility is to be expected.

Patronising rant over - AIMHO DYOR etc

[1teepee] 15/2/2019 09:57

The shorters days of reckoning will come

[jointer13] 15/2/2019 09:57

so it could all get very interesting sg-:)

[superg1] 15/2/2019 09:54

Spike

You have just made my day re 'very significant short interest'

Most of the IG positions are typically 10 or 20k. It depends what he calls significant.

It matters not they are guaranteed buyers at some point in a market where the fund supply is about to run dry.


Then of course the IG boys pump that out and hence the circs.

NR if he reads that will have a big smile on his face.

[club sandwich] 15/2/2019 09:51

Hawkwind - if there's anything you want to post DM it to me and I'll post it on your behalf. Graham can't ban me.

Best £100 a year I ever spent. Frankly, if it was £100 a *month* it would still be worth it to needle that pompous, arrogant, self-satisfied pr*ck.

[superg1] 15/2/2019 09:51

Before anyone says it that 25k sell reported 1 hour late was a buy.

[tini5] 15/2/2019 09:51

Spid a bit sore as FGR share price slipping away. Guess that's why he feels the need to keep promoting posts on here to try and bypass people's filters.

Bless.