Versarien Share Discussion Threads

[superg1] 01/12/2016 10:10

Anley

What is your definition of a large holding.

I say that as it depends who you are.

EG

In PRG it turned out PIs held £50ks worth and £100ks worth. Then in another I watched one build £150k worth in what I thought was a pile of junk. In another about £500k plus worth. There are many PIs around like that

Obviously if that type of PI or a gaggle of them appeared a lot of shares would be tied up. I know some of them and I haven't mentioned VRS to them and won't.

[mr dexy] 01/12/2016 09:55

Cheers for the holdings summary SG.

So, looking at it from a slightly different angle, if you have identified roughly 65% of the holdings... of the remaining 35% avaiable, a fifth (ish) have changed hands in recent months.. if we believe Allianz and Blackrock have more or less sold out?

Regards to all


Mr D

[superg1] 01/12/2016 09:21

very good

Have they spotted the Capt Ricketts pot of gold I wonder.

[anley] 01/12/2016 09:18

Thank you SUPERG1 for all your research and postings. I have to say that I have never seen anyone on the ADVFN BB do so much for one company.

[shavian] 01/12/2016 08:24

Probably some kind of pirate MM. Boom boom.

[superg1] 01/12/2016 08:21

Anley

In case you didn't know Winters and Peel hunt were the ones getting the supply. There could be a few left form last week but we have not had late trade events recently to suggest that is the case.

I'm curious as to why they would sell just under the mid price yesterday as it would be known the system records those as sells.

[superg1] 01/12/2016 08:16

A new MM has joined today ARRR I've not seen them before so don't recognise it.

[superg1] 01/12/2016 07:57

Anley

Re holders

Will (co founder) and the CEO about 20%

Henderson split 3 ways about 22% 9.5% of which is with the Strathclyde pension fund.

Miton about 10.5%

Herald 5%

city financial 6%

There are others but that's about 63% of it.

The prior owners of AAC have just over 2% which they can't sell for a year.

UOM have I believe 1-2%.

[superg1] 30/11/2016 19:22

Anley

re

..........and the shares may well rise if it were not for the fact that equity will be issued


As stated by the CEO for running costs there is no need for that, they would only do so if there was a compelling reason like a must have acquisition or the need to expand to meet an orders or anticipated increase in sales.

VRS use invoice discounting and seemed to have £400k on that and perhaps £1 mill more due to the AAC acquisitions.

On the AAC side I did the visit. The existing manager said they have gone up about 10-20% in revenue yoy and in part due to the new order with Tescos expected to be about £5 to £5.5 mill next year.

They have capacity for about double the current rate so can take on the additional potential of graphene enhanced products.

I think the nomad had the revenue next year for AAC the same as last year (£4.27 mill I think) but going on the visit it should be up by a decent margin

[fatherjack2] 30/11/2016 19:09

V Old DM article but makes me even more excited when compared to where we are now. I think it was this article that made me first aware of VRS. If the link doesn't work would someone be kind enough to tell me how to do it for the future

[superg1] 30/11/2016 19:07

Anley

I missed this bit

So does VRS just want to become a manufacturer or what as that is the bit I don't quite get a handle on...


NO

That's what I had been waiting on.

VRS produce GNPS and the news about that last year for me had them as the world lead as few layer is very difficult to achieve. Few layer tech found them via the UOM and NGI 'selling' the breakthrough to them. VRS were already into the Unis via the copperfoam.

The missing part for me was dispersion and a route to market. Dispersion tech is absolutely critical, if you don't have that you can have the best product in the world and can't do a thing with it.

I have been repeatedly told and it's in scientific papers that any GNPs over 10 layers start to see dramatic drops re the strength gain side.

We don't need to know why it's just the way it is.

The next part is viable costs.

Well the last thing I expected them to go into was plastics this early on. When VRS bought a plastics factory that was my buy trigger as it answered the dispersion question and costs question all in one.

If you check you'll see this thread started on 5th October once I had digested the news as imo it was now the time to talk about and get into VRS.

What no one knew at that time is BR and Allianz were poised to sell and the volumes seemed to start them off.

Allianz may not know they are into graphene and may have bought it for the copper foam tech if they were original holders.

Don't fall off your chair if you ask them and they didn't know about the graphene. Most of the graphene market didn't know either, but they probably do now as that recent sale was probably the largest single few layer deal in the world and should be the start of much bigger things for VRS.

You like straight talk, FFS don't buy AGM, I can explain why but not on here.

[superg1] 30/11/2016 18:51

So the listed sells then were mainly buys if you got under 12p

[superg1] 30/11/2016 18:41

Knowledge is power but it doesn't always pay out, black swans etc.

As I say re noamds tip sheets and companies.

Trust nothing, believe nothing and challenge everything.


Forget trying to point out what you find on busy shares it's just a waste of energy. I enjoy smiling at some idiots in some knowing what is coming. I think the web is full of documents that were never intended to be there.

[superg1] 30/11/2016 18:34

Anley

I'm all for straight talking. If you read the early posts you'll see how much I dig. The bit about the NY ex fund analyst is true and I linked someone up with him from here as they asked me about a topic I know he is hot on.

Re HayD a post came asking and I'm always happy to help if it's not too far off the path. I needed to understand Hayd anyway as a potential buyer from VRS.

Allianz have probably gone by now, you can ask him if I'm right. As far as I'm concerned they had 2.875 mill left entering Nov and probably sold out as of about a week ago. Wins and I think Peel were the ones that kept taking them. BR were gone at the end of October.

I like digging out elusive info been doing it for 25-30 years.

If you have been at it that long then you know what a lying bunch of toerags they are.

Bad timing imo by Allianz but it gave us the 10-12p option so we should thank them for that.

I know funds sell for various reasons and very often little to do with the company they invested in.

I'd be watching for 2.5 years and researching this so I'm no new arrival I just didn't post and raise a flag while it drifted and gaps were filled in the business.

Stonking share to be in imo. All AIMs are a risk but the up side here is near term and quite substantial imo.

I prefer quiet shares with no herd and no one looking.

[fatherjack2] 30/11/2016 18:31

"...I won't say who he is but sometimes he follows these threads on this site and has done so for many years...."

probably follows you superg1. They say knowledge is power - just hope power will morph into financial returns with VRS

[handygandhi] 30/11/2016 18:15

Living in Cambridge means absolutely nothing to a long term resident of Manchester.
I agree that there is a great deal of rubbish posted on bulletin boards, let's not add more, eh?

[luckyorange] 30/11/2016 18:15

How can Haydale not be mentioned anley? Important to know what the possible competition is doing surely? Anyway, they will be going to VRS if they need GNP's in quantity and have probably sounded out VRS already!

[anley] 30/11/2016 18:05

Handygandhi.......yes I am a shareholder and started to buy last week and bought more today under 12p.

Superg1 .... thank you for your answer. I do agree with you about the City in general but thankfully most of the so called scribblers soon move on and out of the Sq Mile.

I have been a fund manager (50 years) and still am but only for "family" capital. I live in Cambridge and have access to people who both are scientific and have made a great deal of money from biotech etc. So I am able to conduct independent research.

I also know how Allianz works and invests as one of their directors sits on an investment committee with me and knows Ricketts.

It would be helpful if the word HAYDALE were dropped as we should direct our attention to VRS - who really cares what is happening to the Haydale share price.

Sorry if you think I am being forceful but there is more often than not a great deal of rubbish published on too many ADVFN boards and I think you will agree so lets work to make VRS a big success......

[superg1] 30/11/2016 17:50

Oh BTW

There is an ex head fund analyst of a hedge fund based in New York. I had a ping from him the other day asking me about Qdots. I won't say who he is but sometimes he follows these threads on this site and has done so for many years.

[superg1] 30/11/2016 17:42

Lucky

The IIs didn't have to notify.

Abovee 3% is the rule nd every 1% move except for ooffshore which is 5% and 10%.

BR were below 5%.

Allianz were above 5% but sold a few 100 a while back which told me the sly sods were lining up to sell without any need to notify.


If you follw Haydale you will see they have had a seller since 21st October and I have the seller as Octopus.



Octopus sold 481 shares to get to 8.99% funds don't sell like that it was a sly option to sell 1% under the radar. If they are planning to sell more then they are near the next trigger. So I'll be watching to see if any more large sells appear for Hayd.

[superg1] 30/11/2016 17:21

Anley

re

'All prospective investors need to know is that 50% of the company is owned by the City big wigs who have done a great deal of due diligence on the company.'

If it worked like that then there would be no investors, funds rarely have clue what they are investing in. I say that through speaking to CEOs and having spoken to fund analysts directly who have in the past asked questions about a company their fund is invested in.

I've even had questions from nomads on some basic points.

If folk looked at funds invested or not as a guide to invest then imo that has got to be the worst method.

I doubt any funds invested could describe to you what a GNP is or what it goes in. Some perhaps don't even know VRS are in graphene.

That may say bonkers but trust me I have had some shockingly poor simple questions in the past.

Here's one for you and the IOF followers will get this. Millions invested and clients buying.

"What is the Atlantis prospect". What is iodine used for?

I'll leave it there.

If the did their DD especially right now and were invested on that basis then VRS would be somewhere between 50p and £2 now imo.

If the herd understood GNPS like they understand cadmium free QDs then they'd realise the market for GNPS is immeasurably higher than QDs.

VRS are the only genuine bulk few layer producer worldwide imo after going through countless data sheets and listening to the experts. About 90%+ GNPs are in fact just a ground up graphitic material which is of no use for the large performance improvements in strength . The word is being over-used and graphene-like and graphene based. Silver is a germ killer at nano level but not as plain old silver. Look up nano silver it's about 50% of the nano market. nm of 1-100 which is probably what the con men are trying to use to describe GNPs.

I was waiting for the missing pieces re the few layer breakthrough and most of them are sorted.

Still no detail of dispersion tech but they clearly have it as it was in that last news too.

Happy to have found VRS, I'd been hunting high and low for something genuine not the useless dross out there, and had been ignoring graphene.


Try asking the nomad or an analyst what they know about VRS.

The interest for the nomad is the fees and the fund raising. Analysts and those city big wigs openly admit they can not get anywhere near the level of info a PI can.

They have loads to cover in a an ever moving portfolio.

Even some links here have been useful the UOM scientists. With 25000 papers on the topic each year there is a lot to go through.