Versarien Share Discussion Threads

[lovat scout] 15/2/2019 17:49

Red - VRS is an early stage company with great potential. Only a few IIs can invest in these type of companies as most IIs are spreadsheet warriors and without financial data and forecasts to analyse, won’t be able to persuade their investment committees that VRS is a great investment. It’s the way of the II world but why investors who back the right early stage companies make handsome profits whilst IIs who climb on board later do okay but less well!

AIMHO etc.

[club sandwich] 15/2/2019 17:34

Christ knows they've had long enough to put some boilerplate contracts together. No, it really shouldn't take this long.

[club sandwich] 15/2/2019 17:31

You talkin' to me? Well are ya?'Cause if you are, you'll get a ban from the Mastic Mussolini...

[1teepee] 15/2/2019 17:30

Everyone should have a joint and then come back to chat

[ic0gcds00] 15/2/2019 17:29

You make it sound as though signing an order for vrs is like buying a new washing machine,get real and think..

[f3rdinand] 15/2/2019 17:27

David Kerr's tweet says it all really! I'm always well @vrs ;) I don't go Cheltenham much so no idea where anything is these days. Sad to see some of the hysteria going on on BB's, can only assume the haters continue to hate and others get nervous. More need to attend investor days and listen carefully ;)Have a great weekend all! Blue skies ahead I feel... choo choo

[club sandwich] 15/2/2019 17:25

"67 live engagements.(excluding China/Korea). • 20 engagements under formal collaboration agreements. • 47 under NDA agreements. "So make that hundreds and hundreds of people who are aware of VRS and their progress with various projects.None of whom are buying.Anyone else think that a bit strange?

[ellissj] 15/2/2019 17:21

Indeed, hopefully +nanene enhanced concrete at that cheek ! Best ellis

[ellissj] 15/2/2019 17:20

Plus it's pre revenues just yet. Anyhow, lovat usually gives a good mkt overview. I recommend you look through his posts, a suitable answer will be there. Hope this helps. Best ellis

[cheek212] 15/2/2019 17:20

The funds selling have made huge profits and in Mitons case need the funds to cover elsewhere and redemptions. New funds buying in will want to see something concrete before buying. News appears positive but nothing is yet set in stone- when that happens then they will probably buy IMO

[ellissj] 15/2/2019 17:17

Red, I believe it was posted by an attendee at the open day that an ii rep was there, under the 3% threshold at this time. Can anyone confirm pls ? Also per superg stats on here today, beko (likely german buyers) have some. Any comment super ? Aimo. Best ellis

[red7al] 15/2/2019 17:04

Does anyone understand why the profit taking by Milton, Gerald etc. is not seen as an opportunity by other funds as a good time to get into such a good investment?.. Why are we not seeing substantial buyers to fill the gap given so many positives with VRS?

[forestfred] 15/2/2019 16:50

Fellow share holders
There have been lots of comments of late on this BB and a good bit of fluctuation in the share price .

Whatever gets posted on this board to cause excitement or concern .

There is one thing I feel you can bank on which is that our CEO NEill Ricketts and the Vrs team will be working their butts off to continue to make VRS successful.


I’m sure their work load is as full on as ever with no let up , they are not a team to give up or sit back on their laurels , and I believe that any restraints that comes their way will drive them harder to reach their - our goals .

That is one thing I believe 100% .

It will never be for want of trying which does give great comfort as a long term share holder .

If anyone can deliver for us all this team can .

And I do personally feel that they will do so .

All the very best .
Ff

[dickiebird2] 15/2/2019 16:49

113.75 where did that come from ?

[ellissj] 15/2/2019 16:43

And per david kerr ID pdf:

Current Engagement Status
• 67 live engagements.(excluding China/Korea).
• 20 engagements under formal collaboration agreements.
• 47 under NDA agreements.
• 27 engagements are global operators within their sectors.
• Not all NDA’s result in collaboration agreements, many go directly to
testing of materials.
• Most companies prefer to remain anonymous to protect potential
competitive advantage or IP generation.
• All engagements at various stages of development.
• Some engagements involve multiple partners.
• Legal agreements can be complex, even NDA’s.
• The bigger the company, the slower the process.
• No engagement to date has failed due to product performance.


Standouts for me : 27 engagements are global operators with their sectors. Ie big firms.

And

Some engagement involve multiple partners. Ie likely consortia involving big projects. Battery tech ? Etc.

Draw your own conclusions. Excited by the potential and opportunity. Vrs only acquired 2D tech in 2014 and cambridge graphene in 2017. The progress is staggering imo and achieved by hard work and astute positioning by neill and co. Plus patience reqd - the bigger the firm - the slower the progress. Aimo. Dyor. Best ellis

[1teepee] 15/2/2019 16:39

I sure did find them

[eel tamer] 15/2/2019 16:30

Billfold then.

[spike_1] 15/2/2019 16:26

Cheek: from Bill re the 163,408 you queried:


billwave
15 Feb '19 - 16:18 - 59657 of 59660
0 0 0
For cheek212's information the 163k from this morning was one of mine, as he's filtered me perhaps someone could be so kind as to pass that information on. Regards.

[club sandwich] 15/2/2019 16:23

...and so much for a blue finish...

[spike_1] 15/2/2019 16:21

Rick: "So much for #VRS family then." - really made me laugh and sadly so true at the moment!


Best wishes and have a peaceful week-end everyone - Spike

[club sandwich] 15/2/2019 16:19

"Maybe it’s lots of little orders"

we're never going to get rich off lots of little orders. Aren't we all here for blockbuster deals?

£5.22m? Pathetic.

[billwave] 15/2/2019 16:18

For cheek212's information the 163k from this morning was one of mine, as he's filtered me perhaps someone could be so kind as to pass that information on. Regards.