Versarien Share Discussion Threads

[cielos] 08/3/2019 14:32

Second day moving lower 95p -5p
What goes up must come down

[tim3416] 08/3/2019 14:32

Great update thanks spike

[spike_1] 08/3/2019 14:26

I think we need to put yesterday's 'investor presentation' into context. Neill and Chris had an 8a.m. meeting in London hence his very early train - it was the only time the meeting could be fitted in for both sides, as I recall it was with a 'potential investor' and he had another meeting after us Canacord as already mentioned. There may also have been other meetings not mentioned.

Neill explained to some of us before sitting down that the idea of a working lunch was to provide a big picture view for potential investors, with some 'old hands' there that could provide independent views and judgement.

He was asked if lunch could be recorded - no, but you can take notes, (I think only one did), but added: please think carefully about what you post. As always there was no non-public info' but additional 'colour'.

There were indeed 12 of us plus Chris and Neill. During lunch Chris took over for about 10-15 mins whilst Neill ate. Venue was a private room in a pub, and lunch was a single course from a menu, and was good simple 'pub grub' with water, wine, coke etc.

Neill started by saying whilst it would be a casual presentation (no literature or visuals), he welcomed interruptions so it was kept very informal and went in whatever direction those present wished to take it.

Since it's been mentioned very specifically on the other thread - Aecom: he very carefully made it clear that the info' found, posted and discussed, had caused very big waves (my words) and had delayed the current project (I won't say how much here) but I got the impression this delay was in the past and wasn't related to current 'timetable' projections. And as we know Neill re-iterated on Twitter that there was no change to the published RNS'd timetable (March).

Talk on the other thread about the value of this project being less than expected: my take is that in fact the value overall of this project/concept has expanded (significantly) in scope and size far beyond the original UK project brief, however the amount of polygreen eventually needed will not all come in in one magic huge order, but will be lots of 'relatively' small orders over time. Hence - in my view - the comments here about not coming up to expectations, and will depend very much on what those expectations are.

What I would add is that within the context of what was said, I couldn't see a hint that suggested all was not well, or not going to plan - but we shall see.

Neill tried to explain graphene related expectations - realistic and otherwise, and showed as a graph to explain where he saw the company on its journey. Essentially it was a flat line which then rapidly rose up enormously gradually rounded and just as quickly fell to almost the same level before a resuming a 'flatline' albeit with a very very gentle upward slope.

As I recall it demonstrated levels of expectation / hype, and he pointed out where he thought we are now: namely just past the far side of the 'hill'. I don't recollect whether the expectation / hype level related to VRS or graphene generally.

There was a lot of general strategy discussion and which geographic markets would most likely provide the greatest opportunity / reward (3), and I asked about Washington: Yes Neill is also very much part of day two (closed session). I asked what the objectives of the NGA going to washington are, but since it is sponsored by them I wouldn't be comfortable expanding on it here at this point in time. Suffice to say the USA is being left behind and they want that addressed in a practical way.

There was a lot of talk about China and the complexities involved including potential IP theft. Neill explained that if we had signed that first deal (Feb last year) there is every probability our IP would have been ripped-off, but being very shrewd and careful and now with the heavyweight DIT and government support they had a very much clearer idea of what could be made to work, and were implementing that strategy.

'Lunch' was about two hours.

Anyway - enough for one post - may add later.

Best wishes - Spike

[ellissj] 08/3/2019 14:09

Good mood music between usa/china here. Space sector hotting up as neill says :) best ellis

22 JANUARY 2019 NEWS

'Nasa to partner with China’s space agency for Moon exploration'

"Nasa and CNSA aim to identify the possibility of observing a signature of the landing plume of CNSA’s lunar lander, Chang’e. Credit: Nasa.

Nasa is set to collaborate with the China National Space Administration (CNSA) on a mission that will explore the surface of the Moon.

Both the agencies have agreed to share the findings of the proposed collaboration at the 56th session of the Scientific and Technology Subcommittee meeting of the UN Committee on the Peaceful Uses of Outer Space meeting to be held in Vienna, Austria, next month...."

"...Nasa is expected to begin its robotic lunar surface missions as early as 2020, in collaboration with commercial and international partners."

[ashehzi] 08/3/2019 14:03

Regarding "LF Miton UK Smaller Companies Fund", I don't have update yet.

[bisho4] 08/3/2019 13:56

ashehzi, is the 189k remaining shares Miton's total holding, or in one of the 2 funds they were selling down?

[ashehzi] 08/3/2019 13:21

Miton UK Microcap sold 159,418 shares in Feb 2019 and now left with only 189,415 shares.

[superg1] 08/3/2019 13:18

btw

Further data to come but Herald sold 160k last month.

[squire007] 08/3/2019 12:31

Pound to a penny brokers note Monday or Tuesday :-)

[squire007] 08/3/2019 12:31

Vox podcast out.

[tim3416] 08/3/2019 12:28

Last time I checked sandybob 30 +20 is 50? So as I said you have sold 50 percent. No problem with derisking at all, very wise if you're not comfortable but having read your posts all you do is knock the company. Your motive is quite clear to all.

[woodpeckers] 08/3/2019 12:25

Conference call with Bruno.. wonder what he's up to...

As Neill says, we're building a big business, we have to keep our eye on the bigger picture and ignore the day to day share price movements.

[ratpat999] 08/3/2019 12:23

N.A.S.A cannot ignore what is happening here 🚀

[woodpeckers] 08/3/2019 12:14

Mainly space exploration...:-)

[woodpeckers] 08/3/2019 12:09

Podcast out

[festario] 08/3/2019 12:02

Please don't be fooled, we are not 5% down, the close of 100p was a false one last night.We were trading at 96/97p at 16.30

[1teepee] 08/3/2019 12:00

Don't worry this is the uncensored thread and you can express whatever positive or negative view about versarien

[1teepee] 08/3/2019 11:53

I think we need to wait for brexit to happen before the share price moves up

[grabster] 08/3/2019 11:49

"In 2014, we opened a ground-breaking Technical Centre designed specifically to provide analytical testing, plastic testing services and polymer development solutions. Having been one of the first compounders to have technical abilities in the 1980’s, we have invested further to remain two to five years ahead of emerging market demands."

This is from the website of Luxus, with whom Versarien co-operate in development of polymers
as per rns last April:

[squire007] 08/3/2019 11:33

Pmsl .... i might be him !? Nutter ffs

[billwave] 08/3/2019 11:30

Sqire007 - You might be right, you are also beginning to sound like Neill Ricketts ;-)

[squire007] 08/3/2019 11:15

Aecom will come soon enough just got bigger and taking bit longer stop worrying ;-)

[davemac3] 08/3/2019 11:01

laginaneil8 Mar '19 - 09:57 - 63059 of 63069
0 8 1
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




he is the only one who responded to my question about VRS's patents, maybe he is more informed about VRS than a lot on here

[ellissj] 08/3/2019 11:00

Agreed wuzy, some meat on the bones. Until then, there is strength in the share imo. Best ellis.