Versarien Share Discussion Threads

[superg1] 12/3/2019 18:47

I finally got a reply from the FCA with a link to what I will call gravity factor trigger points. That is a method to sift the wheat from the chaff on the seriousness of offences public interest and so on.

Pretty much a full house on the tick box for gravity factors to trigger an investigation

:-).

Now the wait to see if anything comes of it. BTW Haydale and what had gone on there is on the list among others. I can't see how directors there won't end up in serious trouble.

I hear others are getting replies too.

[lovat scout] 12/3/2019 18:38

Small cap has been a rough place to be recently. Winterflood, the small cap trading division of Close Bros and the largest player in the market announced poor results today.

[superg1] 12/3/2019 18:18

100 mill market cap point for funds.

That factor kicks into play for shares where they have funds who had that criteria and invested above that point. It can be an issue when such shares crash below that point.

VRS has no risk there.

The two original funds left (with very little) have made multiple times their investment on VRS and is has done them a huge favour re some poor performers in their portfolio for the relevant funds.

EG one fund has a value of around £80 mill for it's entire portfolio so moves like VRS has been a saviour for it, especially with the 10% redemption request last year.

[superg1] 12/3/2019 18:13

Just did some dusting. Sorry I've been busy all day.

re a comment.

"Therefore sg's opinion, so no difference then"

NO absolutely not, said be NR to me and immediately put on the BB live style. A correction of misinformation on the order level comments.

To repeat the sample order point is to do with the first initial contact when interested and wanting to trial Nanene. Then the move to slightly bigger orders for testing in products/polymers. Collaborations can come prior or after.

Product launches and the level of supply needed there is an entirely different ball game and is in no way connected.

Hence in book fully understanding what lies ahead, then there are potentially very large orders on the horizon, which will be at levels to end all this complete nonsense. It's likely to trigger points for a host of funds that can now open their wallets and invest.

[shammytime] 12/3/2019 18:00

Fear not longs, Rainbow is here. You can all breathe easy now

[rainbow23] 12/3/2019 17:53

70p Friday I reckon. No hope for this now.

[1teepee] 12/3/2019 17:51

Now the statistics have changed. There are now 40% sheep compared to 60% conscious people

[luckykids] 12/3/2019 17:30

Not sure I agree with that analysis. I know China is difficult but he alluded to dotting of the i's and crossing of the t's

[rheumking] 12/3/2019 17:21

In my inexpert eyes it seems that Neill is lowering short term expectations in the interest of building a solid castle on rock rather than sand
To my mind China is realistically being kicked into the long grass as geopolitical issues amongst others such as IP protection make any meaningful progress in next year or so dubious at best
The collaborations announced a year ago are ticking over and I think will come good but not produce a meaningful order for at least 12 months
Only bright spot is Aecom which I have great hopes for
Long term I think I will be very happy here but a bit of short term pain and have raised my timeline for significant share price movement upwards from 12 to 24 months
Just my humble thoughts

[chimpandy1] 12/3/2019 17:15

Market makers collecting shares for an impending RNS maybe?

[luckykids] 12/3/2019 17:08

That looks so dodgy. They booked those 2 x 20000 trades at approx 85p in the midst of the sell off and have now retracted them.
Looks like they were used to try to really panic the market.
In fact one was now booked as a buy at 89p at the exact time of the cancellation.
Really stinks.

[germanicus] 12/3/2019 17:00

"Those who follow the trades know it was manipulated in last hour or so."

Too right. It looked to be going a lot lower!

[ashehzi] 12/3/2019 16:53

Those who follow the trades know it was manipulated in last hour or so.

[luckykids] 12/3/2019 16:40

One thing that I am absolutely confident about with this share is it is not people in the "know" selling. so eventually it will come back.
Tried to top up this afternoon on spreadex but even though trading as low as 85p best spreadbet offer only 90.6p. Did get a few this morning and sure I will get another chance tomorrow barring a big juicy RNS

[wuzy] 12/3/2019 16:31

Teepee that's what we all do we tell ourselves but some believe more than others,cheers

[ridicule] 12/3/2019 16:29

Single share bought @16.08. Just topped up as a consequence.

[rathean] 12/3/2019 16:22

Still got my 60p buy in target, unicorn valuations being sense checked with political uncertainty.

[1teepee] 12/3/2019 16:18

I have, that's why I am a lth of versarien. No one told me to hold, I told myself;)

[ridicule] 12/3/2019 16:17

Great summary Woody. Well done.

[wuzy] 12/3/2019 15:30

Only if you don't do diligent research and you obviously haven't, cheers

[1teepee] 12/3/2019 15:18

Agreed, they give the money to the thinking people.