Versarien Share Discussion Threads

[alchemy] 04/4/2019 07:47

And now flat.

[runthejoules] 04/4/2019 07:42

Well the 155k wan’t me btw... more like about 1% of that!

Feeding the velociraptors more like! :-)

Probably a dip first thing then on no news, then a rebound after lunch or on Friday, all normal.

[rogerbridge] 04/4/2019 07:42

Thank you Scrutable.

[alchemy] 04/4/2019 07:37

Never watch level 2 forming .Down 3.5 ? I don't think so

[squire007] 04/4/2019 07:24

Morning, back to bed, my money on Monday to keep it all fair and quiet again...cya

[forestfred] 04/4/2019 07:09

Scrutable
Very informative helpful post
Cheers
Ff

[spike_1] 04/4/2019 06:24

Scruts: excellent post - thank you ;0)

[66sequoia] 04/4/2019 05:46

Some more breakfast time reading......................https://graphene-flagship.eu/SiteCollectionDocuments/Admin/Annual%20report/Graphene%20Flagship%20Annual%20Report%202018.pdf

[smallfry1] 04/4/2019 05:33

Wonderful post Scruttable
Very helpful in understanding the changes in Chinease practices.
I am sure the the due diligence will pay off in the end.

[scrutable] 04/4/2019 00:39

In the history of the last 20 years Chinese mega deals with EU/industrialists have been been almost non existent. So much so that their reputation has dissuaded current Western leaders from investing time and materials in their pursuit - but imperceptibly with increasing benefits from cheap labour and massive governmement PR as in the Silk Road concept, Chinese exports have grown to gigantic levels, as has Chinese self-confidence, and the Chinese have seen advantage from trending towards Western business practices, particularly wrt mutualy increasing protection of intellectual property, business secrets and reduction in predatory actions.

So our previously justified prejudices against Trade with China have reason to dissolve.

It is very significant that UK's Ceres (CWR) now leading the world in SOFC fuel cell technology should recently have announced a £80m collaboration deal with Weichai, a $10b Chinese gov owned company building 600,000 large diesel engines p/a. This involves equity injection of £48m plus £9m for supplies and up to £40m for tech transfer PLUS royalties from a JV to be established in 2020 in Shandong with Chinese participation 51%:49% CWR.

Weichai are agreed to purchase 5KW patented steelfuel cells on a continuous basis in their JV and to jointly develop a 30KW bus range extender from 2020 onwards.

My point is that Chinese international business is increasingly two-way, even handed, attractive and potentially exploding in volume, which derisks the six collaborations VRS are engaging in, ie with a Bayesian attitude to probability measurement, increasing in value as negotiations make real progress.

This probable value is nowhere yet in the share price. On the other hand there is no sign of purchase revenue from supplies of Nanene, no fees for the transfer of IP a,no stage payments agreed, nor royalties agreed or quantified so the Bayesian value is not yet significant and Neill should realise and regret that this is for the moment so.

[1teepee] 03/4/2019 22:20

I bloody well hope so;)

[superg1] 03/4/2019 22:03

Scrutable

You know my digging. I’m expecting very big news. When doesn’t matter as I’ll be in.

Don’t take ‘doesn’t matter’ as an indication of way off. Could be tomorrow, next week or next month. Once done onto the next very big news which could also be next week, next month etc.

[1teepee] 03/4/2019 20:59

Excellent post, thanks for your opinions Please don't ban him superg for saying something balanced

[scrutable] 03/4/2019 19:50

It's obvious to anyone that VRS is experiencing a new share price up trend but not at first sight is it obvious that the rate of climb of the share price rebound since end-Feb has since, averaged a stonking 1800%/pa and was even accelerating after the last RNS, until, inevitably, it stalled today.

Be careful with with your euphoria. The share price looks very volatile. I am expecting it to retest the old resistance line (140p from early Nov - end Dec) once or twice' before crashing through, upwards, but Fibonacci reasoning suggests: first a pull-back to 110p before a whip lash return upwards.

This behaviour will be even more dramatic if there is any RNS declaring a significant sale or licence deal bringing defined cash flow.

Exciting times for Pi's and in a different way for the many disparagers and short traders.

[adejuk] 03/4/2019 18:57

pl stop banging on
we've risen 50p in few weeks
retraces are normal and healthy

[alchemy] 03/4/2019 18:54

It would run out if someone wanted all 150 odd million.Else the mechanism to balance supply and demand remains the share price --The marcap rose about 45 million on the two US announcements.This is woefully less than it will be once any order flow starts.Partly because the observation of scalability is of global consequence .£6 per continent ? Answer ? At least.

[superg1] 03/4/2019 18:42

I don’t have the exact figure to hand but Herald were in the 500k plus area re shares left, having been on 7 mill atvthe start of their sell off.

The 500k plus doesn’t include any they may have sold in March.

[elbillo] 03/4/2019 18:31

I think some people haven't recognised not only the significance of VRS receiving Graphene Council verification which was actually brilliant but the other unmentioned part, why did they choose VRS in the first place? Could it be because they know the majority of other graphene suppliers are not worthy ie: graphite.

[festario] 03/4/2019 18:28

I'm sorry all but you must stop obsessing about the supply will run out.It can never run out.As each piece of news causes volatility, we all become suppliers. I'll be the supply to some extent around 350p to 400p, depending on what takes us there.Today, Run the Joules was the supply, as I'm sure were many more of you.In hindsight I wish I'd been the supply at 131p, and the demand at 124p. I wasn't, because I'm rubbish at trading.

[bisho4] 03/4/2019 18:15

Herald (and Miton) were selling the last time we were at the 1.20-1.30 range, so it's not inconceivable that the 155k could be Herald selling again into the news.

In the interests of keeping things civil on here, I notice that Mryl got heavily criticised for suggesting the share price could show a healthy re-trace before big news drops... and the share price today finished at £1.24, down 8% from a high this morning of almost £1.33.

Luckyorange got chased off a couple of months ago for saying that the charts suggested a big drop was looming in the absence of news... and look what happened in Feb.

We're all in this together, so let's refrain from ganging up on shareholders who dare simply to suggest the share price can go down (in the short-term) as well as up :)

[bobsworth] 03/4/2019 18:13

Re Katie feeding the ducks.

If it turns she has feed the ducks 155k today how many shares has she then got left?

Looking forward to this share going ping when the funds supply has finally gone.

[woodpeckers] 03/4/2019 17:36

squire, did you have sandbag's post on your mind when you wrote that??? 😂😂😂

[superg1] 03/4/2019 17:36

Run, and a few others.

Re Katie feeding the ducks.

I’ve been off air (again) all day, but did note the tweak by Peel in the 8.50 auction. I did post at the time that it looked like a fund/Katie had fed the ducks.

Peel didn’t have any, they were not on the bid and then they dropped the offer price, which made me think someone like Katie had helped them out. That has been her typical sell pattern.

We’ll see soon how many each fund had left coming into April