Versarien Share Discussion Threads

[wuzy] 08/3/2019 10:50

I think that the turning point in sentiment for me will be when we get the broker note that will reveal a lot that we don't know and by comment from yesterday's meeting that could be just days away, aimho, cheers

[ellissj] 08/3/2019 10:48

Indeed rat, some nice buys this week. Best ellis

[rogerbridge] 08/3/2019 10:42

63066 what a plonker.

[ratpat999] 08/3/2019 10:39

So you clearly haven’t done any research on VRS or the govt role in the company

[alchemy] 08/3/2019 10:38

White slice ( best thing since! Ha).If 5 is neutral0 is pretty bad, 10 is faultlessly tops, where on a scale 0 -10 do you place the meeting?

[eezymunny] 08/3/2019 10:31

The big Head n Shoulders down to c. 20p now starting, after classic dead cat bounce?

Wouldn't be surprising given competitive landscape, long timescales indicated by CEO in interview.

Classic over-hyped nonsense quite probably IMO.

All much too matey in here. Everybody will be spitting blood at 20p...

[tim3416] 08/3/2019 10:31

So you've sold 50 percent of your holding and now you are trying to talk the company down to buy back in cheaper? Correct?

[ellissj] 08/3/2019 10:29

Well said g bot and roger. Confident here. I wonder if yesterdays rns is a turning point. It signalled potentially a deeper relationship with china for me. Ups the ante? We shall see. Aimo. Best ellis

[sandybob] 08/3/2019 10:22

"Is anyone else having trouble digesting that statement? How long have investors been waiting for confirmation of a substantial order?"

I sold 50% of holding as I was becoming more doubtful of the Aecom order either not completing on time or not being the size I once believed it was going to be
I am getting more concerned now with the way NR drops hints into statements as has been posted.
The aecom order has been the biggest thing keeping the share price up as can be seen by reading posts on the despots sg thread, now apparently its not that important...

[scottishfield] 08/3/2019 10:19

Thanks for that feedback graphite bot,very reassuring indeed; I am also buying what I can at these levels. Rgds s/f

[graphite bot] 08/3/2019 10:16

Very happy with what I am hearing re yesterday meeting. Sounds like the guys are busier than ever working on so many fronts . Many of which quite understandably they cannot talk about. Looks like we might have a big buyer hoovering up shares at this price.we now have Mous with two state owned space companies BTW there are only two . China is spending more on these projects than NASA.strange how Market works can you imagine if we announced we had MOU with NASA . Huge deals being sorted in China I believe . And Neill has said He is now concentrating on America. I remain very confident and have bought as many shares as I can honestly afford. Not bothered where share price goes short term.but don’t believe we will be under a pound for long.i am invested in Versarien and here for the long term. I have spoken to Neill,David and Matt . Good luck to all lths and to the others the clock is still ticking .the good ship Versarien is in a good position and being lead by honest Bod with HMDIT assisting with Navigation . Dyor and buy more.

[ratpat999] 08/3/2019 10:11

Nice 50,000 buy shown at 96p Somebody is accumulating big chunks ??

[laginaneil] 08/3/2019 09:57

Why oh why are people talking to spid ?

Stop talking to him or about him you know his agenda !

Super - stop letting him wind you up he is winning.

Will power, fingers away from the key board !

All together, deep breath yoga style, maybe even sit on hands

[whiteslice] 08/3/2019 09:55

Morning Ridicule - just for the record, the lunch yesterday was attended by maybe 12 people plus Neill & Chris and few of the 12(ish) if any fall into the category of regular posters here, including me. It is not for me to say who they are or what there connection is to VRS other than to say that to a man they were interested in and supportive of VRS. It just wasn't that kind of formal meeting with presentation(s) and everyone making copious notes to be discussed and dissected later. As a get-to-know-you gathering for someone who is a relatively new investor, it worked for me.

Regards to All. ws

[hew] 08/3/2019 09:51

500kv, far from a sage, but if you don't have much background re VRS I do understand your question re patents. The topic has been addressed several times by Neill. Can't tell you how to do it, but e.g. see Neill's 2018 tweets on 19/1, 27/3, 19/7, 5/11 and this year 17/2. (From my notes, apols if not precise.)

As a general point, do you think the UK Govt. would be supporting VRS with two secondees (a third, the only other, I understand at Rolls Royce) on the basis of its importance to the future industrial strength of the UK if they were not satisfied with the IP position overall?

Sorry, I can't spend more time on this. It's been and done.

[lovat scout] 08/3/2019 09:50

Agreed Grabster, something must have got lost in translation. At GBP150m VRS is approx no. 600 in terms of market cap so wouldn’t be in the FTSE 250 Index. A move to the main market would probably cost GBP600k+ but may be necessary and financially viable in certain circumstances.

AIMHO etc

[billwave] 08/3/2019 09:49

2Dinvestor - Rogerbridge - I can associate with both of those views.

It really does as you suggest come down to wether you believe in the company or not. It's not that I don't believe, but a substantial order from a company such as Aecom will certainly add tangibility to the VRS story and hence positively affect the share price AIMHO. Regards.

[rogerbridge] 08/3/2019 09:49

I wish we could keep to one thread folks.

I am confident that in Neill and Chris we have an excellent board, not forgetting everyone else.

Look at the shrewd purchases, in my opinion at a fraction of their value.

A leader in 2D materials,a leader in Graphene inks and Gnanomat a leader in its field.

Collaborations take time and often, as in the case of AECOM, time is out of your control. It could be larger than just arches and glibal instead of UK, but personally I would expect it to grow at its own pace.

I am full of confidence in the team and the expertise within that team. Immensely encouraged by the work of Matt and looking forward to Yi showing us why she took time out of her glittering career to join Versarien.

I think the boards sights are fixed higher than many here believe, but it will take time. Being 69, I assure you that I am as keen as any other investor for progress to be made. However with my wife, daughter and grandchildren to think aboutI am going to enjoy this journey of a lifetime.

[melf] 08/3/2019 09:49

A point about AIM shares......if you've held your shares in a trading company for at least 2 years you will get full Business Property Relief for Inheritance Tax. So basically those shares will be exempt from Inheritance if they're in your estate when you die. This relief is not available for shares on the main market.

[grabster] 08/3/2019 09:41

chimpandy - Sounds like someone on that bb has misunderstood how it works. There is no auto-promotion from AIM to mainmarket - the listings run alongside each other. If/when VRS does ever apply for a mainmarket listing, their position within that will be determined by their market valuation at that time - they wouldn't get to 'choose' the FTSE250 band but would merely arrive at that tier of the main market when big enough (FTSE250 threshold is around £625m). If applying to join the main market at present VRS would not even make the Small Cap band for which the threshold is around £180m (I think that at current valuation they would enter at Fledgling level).

I am content for VRS to NOT indulge in a (much more expensive) mainmarket listing for a long while yet.

[rogerbridge] 08/3/2019 09:38

You either believe the company or you do not.

I am content with the position at the moment. If you look at the board purchases so far and collaborations it is impressive.

We have leaders in 2D materials, Graphene inks and a majority stake in Gnanomat a leader in its field.

It is coming together, we have only just started this journey.

[2dinvestor] 08/3/2019 09:37

Aecom should move the price, but some start talking about 3, 5 10 pound etc. Which is a bit nuts. If it retests previous highs that would be more realistic. Personally, when it comes, the first proper China news will be bigger. And gnanomat might come out of left field and surprise everyone. Just a view.

[billwave] 08/3/2019 09:31

"Neill said that an order in his opinion is not going to move the price like some of us are hoping for but something else will?"

Is anyone else having trouble digesting that statement? How long have investors been waiting for confirmation of a substantial order?

Surely the announcing of any substantial order, especially from an organisation as internationally recognised as Aecom is going to make a difference? Is it not what the majority of investors are waiting for as confirmation that all the hype, claims and talk of a 2D materials revolution, is a huge step closer to reality? A sign of evolvement from possibility phase to actually happening?

Is it just me?

[ellissj] 08/3/2019 09:18

Read the posts of cheek and whiteslice rid. Very good mood music - I take it that new blood higher up the chain is being targetted. Holding my golden tickets here. Aimo. Best ellis