Versarien Share Discussion Threads

[tini5] 19/3/2019 12:46

My buy listed as a sell via NEX, just the way ADVFN "guesses".

[metis20] 19/3/2019 12:44

cookiejug your post #390

"Neill has said it's going to be months and years for things to come to fruition and the share price is disconnected from what the company is doing."

That Neill statement - approx. when did he make it? In what context was it made - tweet, meeting or other?

And what was he implying - that the VRS share price had got ahead of itself or had fallen back unreasonably?

Thanks

[melf] 19/3/2019 12:43

Cheek, don't believe the machine. There have been more buys than it appears plus the buys that go through NEX are virtually all reported incorrectly.

[cheek212] 19/3/2019 12:37

Not much buying today! Just done my bit to support the shareprice with another £3k but looks like only a few buys all told today. Up to my upper, upper, upper limit now and can't do anymore top ups.........unless the price falls further, which I hope it won't.

[meijiman] 19/3/2019 11:51

I'm sure there must be an ETF exposure to the cannabinoid space? That's without the THC exposure which makes you 'high'.

[bazzerp] 19/3/2019 11:46

"In the quiet backwaters of the AIM where the wildebeest don't go, there are some real gems" - must be Namibia then SG ;-).

[melf] 19/3/2019 11:41

The 20k bought at 11:35 and reported as sell is in fact a buy.

[billwave] 19/3/2019 10:15

There is little doubt as to how the funds raised are intended to be used.
I have been swayed to the idea that the extra cash raised during the placing for the acquisition of Gnanomat had been a strategic and well made business decision that capitalised on an opportunity to place the company in the strong position it is now in, rather than being deliberately misleading.

Spid81 - I don't believe that FGR has the option of being able to hide the fact they need to raise cash?
Your persistence at pushing FGR is obviously because that is where your investment lies, I don't think you hide that fact. Asides your ramping of FGR I feel it is both useful and beneficial to be kept up to speed on how other companies within the same sector as my investment are performing and progressing. That is no doubt another reason why you spend so much of your time here. Thanks for the interesting and sensible views, let's all try and keep an unbiased or blinkered opinionated view here and help each other out. Cheers.

[1teepee] 19/3/2019 09:49

He also said the surplus cash was now a war chest. So that means if their is another acquisition they won't need to fundraise

[spid81] 19/3/2019 09:42

Hi Billwave,

the FGR announcement was an 'Graphene sales and marketing update', it was not a scientific based announcement, FGR are not hiding the fact that they are planning to raise money. This will most likely be done with the new broker they recently appointed.

[1teepee] 19/3/2019 09:32

You sound very experienced with illegal businesses and growing weed:)

[cookiejug] 19/3/2019 09:29

Metis..at the time it was highlighted as an acquisition, but it was also a fund raise...Neill called it that in a recent tweet, so it had a dual purpose but the fund raise was brushed under the carpet at the time. At the current cash burn VRS seems to have at least a couple of year's worth of funds. I think if they were expecting large revenues anytime soon they wouldn't have needed the extra dilution especially as revenues have been increasing year in year.

Neill has said it's going to be months and years for things to come to fruition and the share price is disconnected from what the company is doing. That's a somewhat different view to some of the people on here who are saying days and weeks. At some point the fundamentals and share price will synchronise, but in the meantime expect lots of volatility.

[superg1] 19/3/2019 09:21

Eel

re

because I’ve made 1500%+ while holding for the last ten years.

Well done, not for the gains, but for being a real long term investor.


On the VRS front my hope is that over the long term it will grow strongly. They are very well positioned (A bit of an understatement) to grow substantially.

Then at some point I hope to have a portfolio of the shares I pick up on that look good.

EG Sopheon and D4T4 which I had as stock picks at the start of last year and both have done very well.

Eco was a pick earlier this year after I stumbled across news and couldn't walk away from a sector that I typically treat with a barge pole. That has done well too.

It's all about solid research but I spend less than 1% of my investing related time looking for such companies.

EG one I have on the radar is boring, it's getting tarred by the same brush in it's sector but shouldn't be.

Revenue growing fast and now approaching its market cap, volume hardly exists, BB activity near zero, few dozen posts.

Revenue going up sharply share price down.

I'm not naming them, it's just an example of how things can apparently be called wrong and completely missed by the market.

There must be a number of such companies on the AIM.

The herd chase hype and spivs create companies to cash in on investor hype. The spivs pocket the money and let it die.

In the quiet backwaters of the AIM where the wildebeest don't go, there are some real gems.

That is the place to look.

[1teepee] 19/3/2019 09:18

You are welcome on this thread. I created it so people could chat freely and with a balanced opinions.I really hope we get the massive Aecom news we all are hoping for:)

[billwave] 19/3/2019 09:09

Metis20 - Agreed, cheers.

Spid81 - Fair view. So what the FGR news is highlighting is the progress being made with products incorporating graphene and hence the likely direction any supplier is going that can offer their materials with the required qualities. That's why I'm in too, nothing to argue with there. Good luck.

[spid81] 19/3/2019 08:52

Thank you Billwave,

agree the figures are rounded, is that really a problem?

As you would understand these figures come from companies based on commercial production, not lab scale test. I am sure you will find higher results in research papers or labs results.

The Fibreglass results is from a NDA and the Bucket Liner results are from newGen Group who have launched their own product called AmourGRAPH.

FGR is lucky to be able to provide any figures in their announcements. I am yet to find any test figures from Versarien's NDA's or MOU's. Many around here will say it is because they are under a NDA or the figures are commercially sensitive.

[metis20] 19/3/2019 08:52

billwave - I think you were wondering if the 60% investment in Gnanomat might have been an excuse for that September fund raise. I have been looking at the posts, podcasts, RNSs etc around the time of that Gnanomat investment and have still to produce and opinion. To help me do this, I am wondering how likely it is that the Gnanomat graphene based product(s) will become profit making any time soon. More anon.

[clint fleecewood] 19/3/2019 08:51

Thanks ET. SG , I wasn't planning on going into production, just thinking it might be a good sector to look at once I have some free funds. You are correct though, they don't call it weed for nothing, try stopping it growing!

[eel tamer] 19/3/2019 08:37

GW Pharma (GWPH) is the one you SHOULD have been in...the only company in the UK with a government license to grow weed. Has an approved drug (sativex) in the UK and across Europe for spasticity in MS plus another approved drug in the US (Epidolex) for extreme forms of epilepsy in children. I know because I've made 1500%+ while holding for the last ten years. Still plenty of legs if they ever get approval for cancer pain in the US as it would provide a much needed alternative to opioids. They are currently working on this.

[superg1] 19/3/2019 08:31

Clint.

Very good.

I have not looked that up but if it become s free for all there its pretty easy to set up such a business as many of the illegal drug suppliers know.

Hydroponics, lamps and timers and a bit of electricity supply bypassing and off you go, stick it in your loft or a nice barn conversion on some farm somewhere or in a factory unit.

Obviously if you have the natural right heat and light scenarios it helps on costs. Production yield is generally all to do exposure to light periods. EG let the plant grow then switch the time lengths on the lamps to start the flowering head process.


It is easy to grow as some confused gardeners have found when a local spliff smoker has tossed unsmoked remnants into their garden. A quite remarkable strong growing plant can appear.

[nellyb] 19/3/2019 08:26

spid, why post fgr stuff on this fred?

[superg1] 19/3/2019 08:19

Chumbo

Mad isn't it but some will fall for that.

[billwave] 19/3/2019 08:14

Morning 1teepee, I've been closely following the story and got back in at the beginning of March having thought that the share price had bottomed out. That doesn't mean I don't have certain queries and views that won't be partucularly welcomed by some.

[clint fleecewood] 19/3/2019 08:07

SG off topic Q. As a new 'Hot sector' have you weeded out (pun intended) any of the cannabis producers yet? Apparently rife with similar bogus companies.