Versarien Share Discussion Threads

[ellissj] 18/2/2019 11:04

Sounds positive ! :) glalth. Best ellis

Neill Ricketts @neillricketts

"Tell me my inbox is full as they are almost finishing their day"

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stuart Harris @graphitebot2

Replying to @neillricketts

"Wish I had money to buy more . China back to work today. Nothing but good RNS TICK TOCK Fire"

9:01 am · 18 Feb 2019 ·

[jimboau] 18/2/2019 11:03

Almost a mirror image of IQE, high of 180p or so, fund raise at 140p and look at it now. VRS simply haven't delivered yet and look to be heading a lot lower. A drop below 100 will surely have the likes of Fest heading for the exit compounding any drop.

[alchemy] 18/2/2019 11:02

Ok , this marcap is not only easy to calculate its easier to justify than the one last September when the share price was 180.At 150 million it's within range of conventional thinking.I was admonished by SuperG for overlooking this company was disruptive. Well, yes , so was Microsoft but I still looked at its turnover its margins and analyst' views. It was of course much bigger by the time I got into it.I am very positive about VRS but there is no ought about share prices. Things I note are if this company's order book is full it can now rapidly increase turnover. And that increase can be repeated inside the annual norm. Not only that the increase can be multiplied by ordering n units of increased capacity. So now we have three, but we could have twelve , cumulative, by October if we ordered three 3 tonners now. Just an example.Also those who license our procedures will need clones of these so although not ours revenue flows. In fact this is of course our main model. Our next consideration - margins.don't go away

[spike_1] 18/2/2019 11:00

DaveMac3: re your: you do wonder if the share price was hyped up last year to get the fund raise away at 145p and is now at more realistic levels.

Dave - with respect - you need to do some homework ;0)

Firstly VRS were not short of cash, however when the opportunity to take a majority stake in Gnanomat, a cutting edge battery technology manufacturer appeared, they took it. At the point when the negotiations completed it wasn't known whether the remaining holders would want cash or shares, so a fundraise took place so that the purchase could be signed off.

Subsequently the remaining minority holders wanted shares (at £1.45 Edit: £1.50) rather than cash. This tells us two things: 1) the minority holders believed there was more to be gained by having shares than cash (and they would know). 2) It left VRS 'cash rich' at a time just prior to markets slumping at the end of last year.

Best wishes - Spike

[matheus7777] 18/2/2019 10:50

All these people selling on Chinese New Years Day... (As pointed out by graphitebot2 on Twitter)

[johnveals] 18/2/2019 10:42

Charting, at best, is about human (PI) behaviour and has little to do with company performance.

[aintree77] 18/2/2019 10:41

I never filter, I prefer to keep track on posts and tweets that can potentially have an adverse effect on the sentiment of the stocks I hold. NR doing a fantastic job on Twitter defending VRS from trolls and those trying to devalue and do harm, so far he's way ahead of the game and doing a great job defending his corner. We all appreciate the power of sentiment and how quickly it can turn a SP, my concern is that our 'repetitive moaners' can quickly turn into 'professional derampers' bent on turning the sentiment of a stock for their own gain. So yes, questions should be asked and viewpoints researched and debated, however, when the opportunistic trolls start rolling up, that's the time to remain calm and vigilant and to not forget 'The Unscrupulous Games They Play' Apologies for overstating the obvious. imho.

[davemac3] 18/2/2019 10:38

you do wonder if the share price was hyped up last year to get the fund raise away at 145p and is now at more realistic levels.

[desflurane] 18/2/2019 10:37

Head and shoulders on the chart, as Fest says holding above 100p now looks critical.

[spike_1] 18/2/2019 10:36

Yes go and visit Rome - complete with removal truck !

[billwave] 18/2/2019 10:35

Thanks Spike 1. That much I Knew. Regards.

[meganxmas] 18/2/2019 10:33

Club I have you filtered but just unfiltered and read your latest ... what a lot if absolute tosh. One can only hope that you can look in the mirror and see something different from what many of us see in you ... a bitter and twisted man who when the going gets a wee bit tough looks for obvious blame targets and who does not have the intellectual capacity to see what is actually going on and the stellar progress being made by existing management. Go and visit Rome ... it wasn't built in a day ...

[club sandwich] 18/2/2019 10:26

johnveals - one can have faith in graphene , but not in Versarien's mgmt.

One can hope for a takeover to release (some of) the s'holder value that mgmt seems utterly incapable of releasing.

It really is as as simple as that.

[johnveals] 18/2/2019 10:23

Graphene has the potential to help transform our world. Versarien is well placed to be at the centre of that transformation with GNPs and Inks. You either believe that or you don’t, unless you are a trader trying to time, or even manipulate, the market.

It really is that simple.

[spike_1] 18/2/2019 10:22

I think the main purpose of the 3T machine at this stage is to demonstrate to VRS's collaborators that VRS have the ability to generate a substantial amount of few layer Nanene (i.e. of the correct spec) at a rate - from just one machine - that indicates VRS's ability to satisfy large orders (with multiple machines as necessary).

I very much doubt the machine is working flat out all the time, however it is in a position to provide a substantial quantity at short notice, which will obviously help with the testing and product testing currently taking place. Neill has said as much.

Neill has also said that an Aecom deal on its own would stretch current capacity (which augments sg's comments about Aecom). And we know they are looking at increasing capacity via a 'production line', and - where necessary - capable of being shipped complete within shipping containers.

Best wishes - Spike

[spid81] 18/2/2019 10:14

Davemac,

True graphene is extremely fluffy, No one produces this in bulk.
it has a specific density of around 0.008 i.e. a 20 foot shipping container could would hold approx 250 kilograms of graphene = 8kg per m3

Majority of companies produce GNP,

Nanene's density is 185.7 kg per m3. there are no details on the GNP-HP density

FGR's density

PureGRAPH 5 is 62kg per m3
PureGRAPH 10 is 124 kg per m3,
PureGRAPH 20 is 251kg per m3,

[billwave] 18/2/2019 10:13

Club Sandwich - My concerns mirrored. There are many wondering, hence the current direction of the share price.

[club sandwich] 18/2/2019 10:10

That's a hugely (or should that be 'HUGELY'?) impressive list of company activity Graham posted.

Anyone else also wonder why there is so little buying interest, given everything that's going on? Allegedly 5 HUGE deals in negotiation, China, Korea - yet nobody involved in any of that lot is telling their friends/family/contacts to fill their boots.

Strange, no?

If someone can address that point I might take them seriously...

[billwave] 18/2/2019 10:09

Spike 1 - Ok, you don't like my interpretation, fair enough, but the link you provide is hardly indicative of worthy news on how much product the machine is successfully turning out. I don't want the price down, I want to have my confidence regained enough to reinvest. Your response although kind did not help.

[johnveals] 18/2/2019 10:09

Quality will out.

Whilst it is vaguely compelling to follow the posts here they really make little difference to a genuine LTH, of which I am one.

Thanks to those who help to paint the big picture.

[kemorkid] 18/2/2019 10:07

Ref post 59980
I’m with Festario ALL THE WAY

[redchef] 18/2/2019 10:03

High volume and price down again but the majority of trades are buys?

[spike_1] 18/2/2019 10:01

bill it is abundantly clear from your negativity, that you like CS are both trying to get the price down so that you can buy back in significantly cheaper than you had sold.

Empty garage - pathetic in the extreme.