Versarien Share Discussion Threads

[superg1] 03/4/2019 08:26

Hew

I sit there eating my toasted leather-like steak that I ordered as rare and having hated the meal I still tip the run of their feet waiter/waitress as it's not their fault.

So I'm a true Brit.

My understanding of the US way is if the steak was mildly wrong the whole restaurant would have known about it and an expectations of free meal as result with a chastising of the staff not at fault.


I queue where others just push by. As long as they don't mock as they do it, I don't care. If they mock they can go to the back by choice, or get dragged there by their hair. That's the other side of the Brit in me.

[tini5] 03/4/2019 08:16

Can't blame some for taking profits - those who bought at recent lows have just doubled their money.

Holding on to all my tickets though.

[superg1] 03/4/2019 08:16

Applied graphene AGM

I see they have results news today. As forecast the false news deal they did re fishing rods in any case was going to be very low revenue and sure enough it has been. £26k revenue last 6 months total.

So the company continues to employ a daft amount of people for very little return on high salaries. It worked out to something like a cost of £70k per employee.

As warned of all the synthetic producers I have come across the laterals are small and therefore not suitable for many uses.

While AGM didn't quote the size or any data, from their patent I could work out the platelets were typically small.

I've still not seen an update to say they have cracked mass production.


Worse still it seems they are moving into concentrating on just coatings for corrosion prevention, a binary bet which is dangerous imo. However as below perhaps that is here only real option.

Graphene can into just about everything and enhance it, so for me that endorses the point about small platelets having restricted use.

I note the term "useful performance gains" for one aspect.

Coming from an AIM company that has said it has not hit expectations then if "useful" is the best word they can think of then it suggests very ordinary results, with is what I would expect for small lateral platelets that synthetic production create.

Just saying as it's nice to see, having read dozens of scientific tests, that it's now equating to the direction we thought some would go.

So it seems to me AGM graphene as forecast has limited uses. Still a question over mass production and a suspected expensive process.

[squire007] 03/4/2019 08:13

Wont get any cheaper :-)

[pshevlin] 03/4/2019 08:12

It could be hard to get some after a big deal but as we can see this a.m. there are always a few clowns gaming the share price without knowing anything about the company. It will certainly cost a lot more though especially if the big boys are after them.

[festario] 03/4/2019 08:12

Profit takers stepping off the ride at 130p. Understandable but frustrating. The buyer will likely sit back and wait for cheaper stock.

[boilingfrog] 03/4/2019 08:09

Surely the amount it goes up by depends on the deal? Could be 40p, could be £5, could be more or less?

[runthejoules] 03/4/2019 08:09

It's very tightly held and pre-profits. Of course nothing is going to go up in a straight line. HODL and keep BTFDs at a % of your wealth you can sleep with. Don't let Festario get your shares! Cos when big 5 news drops, or even profit in a TU, it'll be hard to get any. ;-P Glalth.

[mryl] 03/4/2019 08:09

grabster, ok man whatever floats your boat.
No point for me discussing with you, you made up your mind about me, and you're wrong. Doesn't bother me, in the end we have the same objective.
And I really don't see what I wrote that is so terrible anyway, just what I believe to be the truth. If your truth is just ramping ramping ramping then you and me have nothing to talk about, except ramping.

[tim3416] 03/4/2019 08:06

Myrl, I didn't suggest you were a shorter just that you were trying to subtly deramp vrs...I've no idea what your motive is? Maybe you missed out on the recent rise and wanted to get in cheaper? Maybe you should take a step back, stop sulking and to read your post again. Maybe then you'll understand why some came to the same conclusion to me...good luck with your strategy:-)

[grabster] 03/4/2019 08:03

- but that wasn't all you said, mryl - you are deliberately straw-manning anyone who spots what you are up to - criticising them on the basis of a different part of what you said. Your tactic (mixing observations in one post so that you can accuse critics of referring to whichever aspect and not others) is a familiar one to those of us who've been around long enough to recognize it. But don't worry, I'm sure lots of people will sympathise when you feign how hurt you are ;-)

[freddievas] 03/4/2019 08:01

Cheer up mryl I’m sure plenty here understood the sentiment of your post, with which incidentally I concur. For my part, I think there is an even chance that the share price will rocket up to £5 or thereabouts very quickly, but the problem is that that level will be unsustainable and the share price will quickly retrace resulting in ongoing volatility. I would prefer to see steady, incremental rises as the business plan consolidates.

[mryl] 03/4/2019 07:47

Saddens me to see that many likes to the stupid posts from Tim, grabster and sandbag suggesting that I am a shorter... for merely saying unlike much liked posts that no, we are probably not going to shoot up to £5 in a straight line. People really have short memories given my past contributions.. (from which sandbag mysteriously concluded that I am a shorter??) but all families do let you down at some point. Anyway, the topic is VRS, not my pride, so apologies all for this post and let's get back on topic.

[p@] 03/4/2019 07:43

Will nanene solve turbine blade problem at RR ?

[p@] 03/4/2019 07:41

Will nanene solve turbine blade problem at RR ?

[1teepee] 03/4/2019 00:41

I wish you luck in getting it at the price you need;)

[ny boy] 03/4/2019 00:00

Let’s hope it’s a decisive break of 130p soon and not just a load of nanene!

[meganxmas] 02/4/2019 22:57

Dropping big hints ...htTps://twitter.com/neillricketts/status/1113186104939868168?s=19

[cookiejug] 02/4/2019 22:49

1tee ...not always...fundamentals and mcap will eventually converge, just a matter of time and probably sooner than we think :).

[craigy] 02/4/2019 22:43

I like compo's description of infinity - the sky's got no lid on it

[cookiejug] 02/4/2019 22:37

Absolutely correct Roddie..it's a bit like describing infinity...think if the largest number you can and you can always add one. With this type of share whatever it may be worth it will eventually be over valued. The company may be genuine and have a great future (and I do think it has), but that simply means the price will go even higher before it falls back.

I guess if there's no news this week it will drop back, but any whiff of news will cause it to rocket. Like I said a few days ago, a new ATH before the next financials was/is a dead cert.

[1teepee] 02/4/2019 22:22

I think this stock will always be overvalued on traditional metrics.

[roddiemac2] 02/4/2019 21:44

Hello Nick,

By value, this is my smallest holding. It`s a tuck away. I like` the story so far. PI`s do tend to get over excited by what they perceive to be blue sky potential; you have to expect that.

I see that over on the other board anyone who suggests the shares might fall again comes in for stick. Nothing is certain in this life. If VRS start to announce contract wins, it looks likely that the market cap will get inflated beyond reasonable value, making it prohibitive for me to buy more. Ainsi va la monde.