Versarien Share Discussion Threads

[ellissj] 25/2/2019 18:53

Sounds very positive. Neill tweeted about dc event last year. Alan hill? Of nga mentioned at that time i seem to remember. Brewing nicely imo. Best ellis

[scrutable] 25/2/2019 18:53

We live in a world where fake news and alternative facts dominate. The truth is increasingly elusive. Plausible deception is all around us on the blogs.

So who would not have been impressed by Neill at interview? The questions came through thick and fast. Neill was clearly at ease and therefore free of interview whoffle. Never once did he resort to that irritating 'Tic': inserting "you know" whilst fumbling for words - so prevelant among the many unsuitable subjects exposed unwisely to public scrutiny. Neill's fluency establishes immediate confidence. One knows that nothing is constructed to deceive and that is now so rare. WYS is WYG.I cherish it.
I am sure you nearly all do.

I am proud to have been accepted by such a man, and derived enormous comfort from our meeting

[kemorkid] 25/2/2019 18:52

Excellent post ridicule

[fatmandancing] 25/2/2019 18:42

I think that Zina will be announcing the Washington event that I posted the link to earlier. The senator named in the background was famous for promoting new forms of energy and the pictures appear to be of the senate.

[laginaneil] 25/2/2019 18:34

Evening Folks,

Any idea what the announcement is tommorow - ref NR twitter Zina Cinker comments?

[1teepee] 25/2/2019 18:31

If it's Aecom then is must be an order. The loi would be from China I thought

[chumbo1] 25/2/2019 18:25

Is the next announcement not more likely to be a LOI than an order?

[forestfred] 25/2/2019 18:14

Rid
Interesting thread reassuring to know such experienced investors are on board and are positive .
Ff

[johnveals] 25/2/2019 18:13

The other advantage of a JV type deal over a large single order is that it gives analysts something on which to base longer term projections.

[campbed] 25/2/2019 18:12

Mryl re #63188

"Well I am a lth and I don't recall anyone saying that 190 was too high when we were at 190"

Au contraire, try looking at my post #33429 in Sept 2018 when the share price of VRS was 175p and I wrote there was irrational exuberance in that price at that time and a more investable level was 120p. Since then, on the one hand, the potential applications open to VRS have grown but, on the other hand, it has become clearer that the rate of uptake by large corporates will take longer.

The VRS share price does not exist in a vacuum and the poor financial performance of other small companies in the graphene space can only deter new investors.

So a current share price of around 100p is not unreasonable imo.

Inevitably, that opinion is influenced by my still showing a good paper profit (i.e. an average cost of well under 100p/share). If I had an average price well over 100p, as some on this BB appear to have, my opinion as to what is reasonable could be different.

However an investment in VRS shares, even as a lth, is quite high risk (though with a potential high reward) and I don’t agree with lauding such BB posters as smallfry1 for putting all their net worth in VRS however nice they are as people.

[johnveals] 25/2/2019 18:07

Victrex has a MC of £2bn. PEEK has been around for ages and is even no longer covered by patents. Graphene has many more uses than PEEK, but it will take time to fully develop. But one good deal could transform the share price

[anley] 25/2/2019 18:02

Since my last post the betting is now on:

1 A £100m order over several years and....

2 Chinese JV......which we now know is subject to political policy

and one nervous shareholder...........with possible help in the form of a brokers note from the VRS brokers Cannacord. Now this is good news if it comes out because they will have been very careful over what can be said such are the rules on research. What would be more important is if they were to gather loose stock up at around the 90p level and put it in safe hands.

We shall have to wait and see.....................

[johnveals] 25/2/2019 17:59

mryl - Lovat Scout addressed the question of valuation very well recently.

Edit - Speak and he shall appear...

[ridicule] 25/2/2019 17:58

mryl One of the imponderables is how VRS can ramp up production because, if half of the collaborations they have announced came good, the challenge from where they are now would be enormous. Many of us have probed NR on this over the years and the issue has become increasingly into focus as the China situation and AECOM in particular have become more defined.

I have been assured by two developments: the immersion of Nanene into a polymer form called Polygren to ease transportation and storage issues; the ability that this brings to take a continuos production approach that could extend to 24 x 7, producing Polygren just like Dulux produces paint! I am not suggesting that there will not be a myriad of other production processes across inks, Nanene flakes and Boron Nitrate molecular structures etc, but the Polygren concept gives massive scale, particularly in Civil Engineering and Aerospace lightweighting.

Couple this with the VRS ambition to move up the foodchain using 2D Tech and AAC Crymona as vehicles, together with the inspired aqcuisition of Gnanomat in the SC, battery and EV sector, which could grow as a VRS within a VRS and we have a very exciting investment in my view. I also personally suspect that their could be a further acquisition in the field of 3D printing to give a big accelerator to AAC Cryomona. Why because 3D is about to explode and VRS would be in a position to offer 3D on steriods, given their Nanene, Polygren, Hexotene, and Boron Nitrate superchargers.

Clearly these are my personal views, although I suspect they are shared by others on here.

A good investor should always beware the competitor threat. I take comfort that VRS are far enough ahead at the moment from the following pieces of information: they won all 4 categories in the CPI competition for advanced graphene products not that many months ago; the Government has a policy to invest heavily in Graphene and they chose VRS as the receptacle to place not one, but two senior civil servants into the field. The only other DIT placee is in Rolls Royce but not to support Graphene; the US Graphene Federation elected NR to their Council ahead of US company Execs having independantly assessed and tested Nanene. I do not see another company out there anywhere near that position in this particular market.

Are there risks? There are always risks. Chinese IPR theft. GEIC idea exploitation to allow a leapfrog, loss of key VRS personnel through death or poaching.I could go on. On balance though, I feel comfortable and confident in my investment here and expect fireworks within the next 6 months and continued exciting evolution of this company over several years. I have never felt like that over any company before and I have been an independent investor for more than 30 years as well as running and developing a tech company to a point where I and my fellow directors sold it for a good price.

I hope this helps in giving you a better perspective.

[lovat scout] 25/2/2019 17:54

mryl - I don’t think putting VRS business up against TLY and IGR is a decent comparison given the profiles and sectors they operate in.

I also think the johnveals suggested outcome is more likely rather than straight tonnage order.

AIMHO etc

[johnveals] 25/2/2019 17:37

I don't see this as getting an order per se but more of entering into an agreement or JV to create a manufacturing facility to supply GNPs for the longer term. If just one of the 5 go down that route then the future becomes very profitable and would likely lead to more deals being done. Exclusivity is not on offer.

Remember we are only 5 mins into the game.

[mryl] 25/2/2019 17:26

Thanks ashehzi, it is true that if such an order truly is in the pipeline then all bets are off. There really does seem to be the potential to go either much higher or much lower in the near future.. hoping it's the former.

[ashehzi] 25/2/2019 17:14

if £100 million order drops even with w.g. 2020 delivery dates, it would be factored into the share price now, not after one year.

Happy to discuss as it is for everyone's benefit.

[ashehzi] 25/2/2019 17:13

myrl it is your choice to view all companies on same metrics. Surely, everyone has a stop loss sell price and if you said you won't keep it if it goes that low, sure that is your choice. It is all risk reward. Different people have different appetite. No hard feelings.

[mryl] 25/2/2019 17:11

Thank you ridicule, that's more helpful already. Well I am a lth and I don't recall anyone saying that 190 was too high when we were at 190
#hindsight
superg actually said he bought more at 180.

I get what you're saying re size of orders, but are you really expecting them to drop "anytime now"? I do you expect VRS to fulfill a £100M order right now?

[ridicule] 25/2/2019 17:05

mryl I too find your post somewhat odd. What point are you trying to make? Just one chinese province - Jinan were talking £55m investment into VRS. AECOM are into £100's mill for any contract they go for. That is the league we are anticipating here or why would the share price be where it is? £1.90 was too high and most of us who were LTH and had done our research knew that. My highest price was the Primary Bid placing @ £1.45, but I feel relaxed about that because Gnanomat, who had due dilligence access, were prepared to pay £1.50 rather than take cash, at the same time. This produced the extra plus of VRS having £6m in the bank account.

[ashehzi] 25/2/2019 16:54

I don't understand the objective of your above post. Buy TLY & IGDesign please. or split evenly your portfolio.

[mryl] 25/2/2019 16:45

I just checked out TLY out of curiosity, last results were £40m revenues and £5m profit, current market cap is £8.3M.
and
IG Design HY REVENUE UP 23% TO £205.2 MILLION and HY UNDERLYING PROFIT BEFORE TAX UP 76% TO £18.5 MILLION. Market cap £440M

I think I'm starting to see what the shorters meant. So to be clear with other lths who say the share price should be £2+, are we basically expecting the kind of orders that would justify a market cap close to IGDesign?
I'm getting a bit nervous holding on to my losses and bought some more at 83p.. but I don't want to still be holding if we're likely to revisit 30p!

[adejuk] 25/2/2019 16:36

i don't like mondays.