Versarien Share Discussion Threads

[dgduncan] 21/2/2019 08:46

Div, I think most of the jittery investors have sold during the latest attack. Those who held their nerve are in for a while yet regardless of what else happens and are stronger for that.

[spike_1] 21/2/2019 08:45

1retirement: your question to me regarding IG and 'double' shorting using clients positions.

I have given you all the information I have, I am no expert.

However in fairness to IG, they run a business and I would expect them to offset their client's short positions against their other clients longs. Otherwise they have to spend clients money in the market hedging positions.

And as I quoted yesterday IG don't hedge (off set clients positions) in the retail market (MM's) they have "prime brokers" who "are all two tier banks".

Whether those banks then lend out the positions they are holding for IG is not directly within their control, and as a commercial operation I wouldn't expect IG to insist their prime broker should not lend as this could well limit their access to certain (all?) prime brokers, increase their overheads and financially disadvantage their clients, especially those who go short.

Don't get me wrong, I'm not approving the concept of how these companies operate just providing a layman's commentary.

I would add - as mentioned previously - that in 2003 I went from £918k paper profit to a loss in just one company courtesy of rapid naked shorting, so am no fan of shorting. Unfortunately I was in Afghanistan at the time and could only access the internet late at night over our own satellite dish, so almost totally out of the loop.

What made it more galling was that I switched (on someone else's advice - they subsequently lost their home on the same short) from CFD's (you have leverage like SB's) where you pay tax, to spread bets where you don't, so ended up not only losing all the paper profit, but having to pay £35k in capital gains on the way up!

Obviously there is a moral here which is somewhat obvious.

Re - naked shorting (mentioned yesterday by one of our shorting gang to frighten us) - we are not being naked shorted, it is illegal and it is very difficult to do, it may even no longer be possible in the UK.

Enough from me - have a good day - Mike

[chillpill] 21/2/2019 08:43

Spid,

We all know you are here fishing on behalf of Warwick. It would be completely stupid if any figures were to be quoted. Just look at the US Tech companies-they do their best not to reveal their pricing's and revenues in their business segments to maintain a competitive advantage.

As an example,Alphabet/Google. Revenues from their Waymo AV side are now expected to exceed their current income by 2025. However, in the meantime all is being hidden in the "Other Bets" part of the business.

There are many areas that VRS have been working on for years but only make public statements when they feel it is right....taking competitive aspects into consideration.

[harrysol] 21/2/2019 08:41

VRS will not reveal their pricing structure. This is normal practice and too sensitive given the different quantities and possibly quality that different customers might be ordering. Neill Ricketts has stated this a number of times. Besides, comparing nanene to other manufacturers graphene is not possible given the high grade of nanene.

[matheus7777] 21/2/2019 08:40

So are we thinking that selling funds are really starting to run dry now?

[flatcoat1] 21/2/2019 08:35

Totally agree. The RNS was quite clear that AECOM and Vasarian EXPECT to make further announcements in q1 2019. That is 5weeks and 1 day. Only last night Neill confirmed there has been no delay with AECOM progress. So trying to get as much funds in my sipp as possible is the order if the day

[diversification] 21/2/2019 08:32

Superg, it sounds to me like a few have a close eye on this now. Market makers are going to have to create an orderly market.

A few jittery pi’s will exit at higher prices and traders will take profits but a short squeeze is on the cards, if it isn’t already. Imo if we break the downtrend from last RNS we could retest the 200dma quite quickly.

I see this quite impressive tree shake as a positive, based on getting rid of a few weak hands. Only wish I had the resources to take advantage of it myself.

[superg1] 21/2/2019 08:27

Diversification

As I recall they can go naked short of up to 10% of the stock and Yes they will do mates favours its rife, portly for back handers.

As I said a market maker that works for one of them when I said 90% of them were bent, he said it was 100% and was really uncomfortable in talking about it and obviously not happy about it going on. A good apple among the many rotten ones.

[grabster] 21/2/2019 08:21

"..they are the ones who write the research reports for the graphene industry.." (Spid81)

They are ONE of the ones - not 'the' one. And they write research reports - not 'the' research reports.

[superg1] 21/2/2019 08:20

Flatcoat

I strongly suspect the project on the way re VRS is worth multi millions too (to VRS)

I saw a web piece the other day re when will VRS hit a meaningful contract, 5 months, 5 years?. In reality they needed to add 5 weeks to that list imo.

It's all in news, some read and digest it, then check it out, some don't.

[rogerbridge] 21/2/2019 08:20

CS, I would not expect Neill go comment on the price per KG of Nanene used for the AECOM orders. It is commercially sensitive information.

[diversification] 21/2/2019 08:18

Superg, I must admit, when you read various articles and case studies on the role of a market maker, I have my suspicions that the market makers are largely responsible for the drop. I have assumed that the market makers have traded large quantities of stock between each other to exacerbate the decline. In addition to this, various stops and a dramatic change in sentiment played into their hands. Could be wrong but that is what my research has led me to believe.

[spid81] 21/2/2019 08:15

Morning Club,

Now that Versarien has an agreement with Fullerex, NR might start quoting their prices of graphene that is in their research reports. Below is a post that I posted earlier in this thread.




VRS1 and Lucky Orange,

This is the pricing chart from Fullerex, they are the ones who write the research reports for the graphene industry,you can purchase the report from the Graphene Council.





The table clearly shows that the price per Kg is significantly more that what it is for a purchase of 1000kgs.

[superg1] 21/2/2019 08:11

If the mutterings are right and the Hayd fund raise final part is today then typically I'd be watching for 12 noon as the 'time stamp'. So just in case it is keep and eye on the MMs just before then.

That said due to what has happened I suspect Arden, Cornhill and the MMs are bricking it re eyes now looking at them, so there may be a highly unusual fair play, by the rules situation, in play today.

[flatcoat1] 21/2/2019 08:08

Agreed Harry. And let's not forget the multi billion order AECOM signed with network rail was only for infrastructure projects in South East of England. The potential for AECOM in other countries isn't even considered. And yet they have multiple contracts in China, including a MOU with winsun in China to look at 3d printing buildings. Let's not forget in December vasarian signed MOU with China Tiesiju Civil Engineering Group. Wouldn't be surprised to see AECOM connected there in future. China is 500x bigger than south east England so mind boggling potential

[grabster] 21/2/2019 08:07

o/t (not VRS-specific)

“When you make patterns in a material like graphene, you do so in order to change its properties in a controlled way – to match your design. However, what we have seen throughout the years is that we can make the holes, but not without introducing so much disorder and contamination that it no longer behaves like graphene.” ...
...
Problem solved
Two Postdocs from DTU Physics, Lene Gammelgaard and Bjarke Jessen, have solved the problem. They first encapsulated the graphene inside hexagonal boron nitride, another 2-D material. Scientists frequently use hexagonal boron nitride to protect graphene’s properties.

Then, they used electron beam lithography to carefully pattern the outer layer of boron nitride and the graphene below with a dense array of tiny holes. The holes, which were 12 nanometers apart, had a diameter of about 20 nanometers.

The roughness at the edges of these holes, however, was less than one nanometer. This meant that 1,000 times more electrical current could flow than had been reported in such tiny graphene structures.

Graphene-based nanoelectronics – curse lifted
Prof. Bøggild said:

“We have shown that we can control graphene’s band structure and design how it should behave. When we control the band structure, we have access to all of graphene’s properties – and we found to our surprise that some of the most subtle quantum electronic effects survive the dense patterning – that is extremely encouraging.”

(from an article in February 2019 edition of Nature Nanotechnology journal)

[chopsy] 21/2/2019 07:56

How much Graphene goes into 250kg of Graphene enhanced polymer material?

[spike_1] 21/2/2019 07:52

Re Aecom: not forgetting that I've asked that these two (and one other) questions be put to Neill today on his IG Interview - supposedly at noon. Obviously I can't guarantee they will be asked.

Interview Friday Neill Ricketts - Versarien


Q. to Neill: re Aecom, are you able to say whether the 200kg of material was sent to Aecom in January, and are you able to update us on the progress of the final tests for the structures the material is being used in?


Q. Related to 1: are you now in a position to provide more colour on your early December statement: the volumes of graphene that are required in these types of structure are significantly larger than for many other applications given the scale of the structures being produced.

Re Inteerview it is I believe only available on IG's platform (clients) live, but according to Mike could well be / should be in their evening round-up which is publically available.

And before there is any more discussion about why isn't it publically available immediately - talk to IG not me or Neill!

I don't anticipate it saying anything other than what we already know with - hopefully - some colour on some areas and reasurance that all is going to plan - we shall see.

I shall comment during or after the interview (will depend if I can pause it).

Have a good day all Versariens ;0) - Spike

[ellissj] 21/2/2019 07:43

Morning harry, indeed staggering opportunity. Holding here for success with vrs imo. Best ellis

[harrysol] 21/2/2019 07:27

Good morning ellissj. The 50kg and 200kg "These quantities will be used for final testing of the structures and upon successful completion of final tests, the companies expect to make further announcements in Q1 2019". Last night's tweet re. AECOM is excellent news. Better still, those quantities are just for testing. Imagine what a firm order will look like. Another blue day me thinks.

[ellissj] 21/2/2019 07:14

Supplied and not delayed, says neill :) best ellis

Neill Ricketts @neillricketts

(link: hxxps://www.voxmarkets.co.uk/rns/announcement/5b31fb8c-3d5a-4ca3-95c9-5200eb457eeb/) voxmarkets.co.uk/rns/announceme…

"we supplied the customers sub contractor as needed to complete their work in phases described above (rns link)."

Quote Tweet

Neill Ricketts @neillricketts

"Not delayed"

(link: twitter.com/be97814771/sta…

10:36 pm · 20 Feb 2019 ·

'AECOM Collaboration Update'

"Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that it has signed a supply agreement to provide Versarien's new graphene enhanced polymer range to AECOM for a current infrastructure project.

"This supply agreement follows the collaboration the Company entered into with AECOM, a US headquartered and Fortune 500 company, announced on 24 August 2018. This collaboration covered a project that AECOM and Versarien have been undertaking involving the incorporation of Versarien's graphene nano-platelets into large scale polymer structures used in civil infrastructure projects, with a view to increasing their structural strength.  

AECOM have confirmed the first Statement of Work ("SOW") from the supply agreement which includes the supply of 50 kg of Versarien's graphene enhanced polymer material to be delivered in early December 2018, with a further SOW expected to cover the delivery of 200 kg in early January 2019.  These quantities will be used for final testing of the structures and upon successful completion of final tests, the companies expect to make further announcements in Q1 2019.

Neill Ricketts, CEO of Versarien, commented: "We are delighted that our collaboration with AECOM has progressed as we had anticipated.

"This application has significant potential for Versarien, as the volumes of graphene that are required in these types of structure are significantly larger than for many other applications given the scale of the structures being produced.

"We look forward to continuing to work with AECOM on the final phases of testing and look forward to making further announcements on this project in the New Year."

[squire007] 21/2/2019 07:07

On plane bound for singapore!! When i land ????? :-)

[jointer13] 21/2/2019 06:33

if as has been talked about on here ig lend your shares out for shorting purposes, you may want to consider going elsewhere.
they are using your money to rob you...ironic.