Versarien Share Discussion Threads

[festario] 22/4/2019 16:13

Four days without the stock market..... GET IT OPEN!!

[davebowler] 22/4/2019 15:48

Yes, I agree, Stockopedia is a great tool.

[craigy] 22/4/2019 15:38

Been on stockopedia for a while. I use it in preference to my now expired sharescope subscription that I used for exporting end of day fundamentals to excel. I must have been with sharescope for 15 years or more and, once I got used to stockopedia, I have been fully converted.Craigy

[maisto] 22/4/2019 13:03

Equally as important Rid, if not more, no mention of the facf that VRS is now the only verified company in the world that can produce top quality graphene in scale. Very poor comment indeed.

[ridicule] 22/4/2019 12:07

This is what I tweeted Ian Cowie yesterday. @iancowie Poor Versarien comment. No mention of 2 DIT employees seconded to the Company. No mention of Chinese institution 15% stake bid in the Company to form a strategic partnership. AJ Bell disparaging comment on retail investors piling in. We clearly know more than you.

[1teepee] 22/4/2019 11:55

Did everyone hear the news? Superg string might be uncensoring his thread and taking his flock of sheep over to stockpedia. So we can have adult non biased discussions:)

[squire007] 22/4/2019 10:30

Already on ....:-) need to use it more it seems.

[1teepee] 22/4/2019 09:35

I will be joining stockpedia in the future when Vrs has exploded and have the funds to invest in other stocks

[1teepee] 22/4/2019 09:34

Does that mean you will be leaving ADVFN?, making this thread uncensored? Also will you be taking your flock of sheep to your new feeding grounds?

[superg1] 22/4/2019 09:10

Just joined Mike, paid for the year.

Like all things it will take a while to get used to a different site but already I can see the big benefit (for me) of a quick view of a host of information that will save me loads of time.

So now I can chuck my scribbled list of 30+ stocks (so far) into my folio and just have a look as and when I have time.

Thanks for the tip

[bazzerp] 22/4/2019 08:39

Me too Mike.

[1teepee] 22/4/2019 08:36

How much are they paying you;)?

[superg1] 22/4/2019 07:35

Hmm

I'll have a look Mike, sounds interesting, this site is trash. I'd be interested to see what they have re a number of stocks I'm picking out as potentially undervalued.
It typically takes me months to work through them and I never trust any tip sheet anywhere.

[mikebrenner] 22/4/2019 05:17

Cowie and his musings are much less important now than they were say 2 years ago for VRS as private investors are not going to be driving the company valuation and fund raises going forwards - clear this is coming from funds (UK but globally too) and partners (as per China update) as VRS expands. Yes PI's add a bit of liquidity and short term momentum but if you take a step back our role is much less important in moving the needle now esp as the business is so clearly executing and near to proving commercialisation on a global scale. I find it painful to read the likes of Ian cowie as he never seems to deeply research and understand the businesses he invests in, doesn't follow clear investment process to manage his human failings and capital risk (selling loosers, positioning in volatile shares, over diversification etc...) and makes his readers more likely to follow his risky less profitable investment behaviours! As mentioned before if you are an investor then buy a stockopedia subscription, use their data, investment tools and amazing content to help you develop your understanding of companies, your investment strategy and network of private investors you engage with to ask qus and share ideas with.

[mikebrenner] 22/4/2019 04:57

Thanks for the kind words NoPedigree. No I won't put them up anywhere else as I'm a big supporter of stockopedia as it provides amazing content written by investors both private and full time as well as providing amazing data based tools to help you analyse companies. If content like mine can help build a flywheel for a business like that then great!!! IMO if new investors as well as existing folks on advfn spent more time on stockpedia they would be a) richer b) more informed about the actual business they invest in c) chilled out and not spending time dreaming up hypothesis on potential news and share price movements!

[wuzy] 21/4/2019 22:39

On the subject of cowies column, these so called experts are generally a waste of time never doing much research and constrained by having to make some sort of comment each week, never follow them and certainly don't consider them as experts if they were they would certainly not be saying what they say if they had done dd.I like many see the true potential of Vrs and can't wait for them to be proved wrong.cheers

[alchemy] 21/4/2019 16:50

Brilliant . Many thanks.Fantastic management by the Glasgow big-wig , delegate but don't abdicate. Brilliant systems thinking by the local police duo. All in the line of duty. No capitals there! ---There are charging points on Mull , ideally suited for EV for many who live there.-. - Thanks Again.

[serratia] 21/4/2019 16:33

More O/T,

Some years back they used to publish a small weekly news letter which I'd buy when up there. One had a headline crime has to be investigated we're not having mainland crimes seeping on to the island. The crime under investigation - Someone had removed a local's washing pole letting the line sag resulting in the clothes dragging in the mud.

Locals also leave their keys in the cars ignition so they never have to look for them. Your car can't really go anywhere.

They have an airport it's the local beach landing times vary with the tide timetables. On shore breezes keep any fog away and it doesn't matter about cross winds, they can always land into the wind from whatever direction it blows.

[davebowler] 21/4/2019 15:54

Brilliant Barra tale, that.

[serratia] 21/4/2019 15:48

0/T Alchemy,

We drive once sometimes twice a year to one or more of Isle of Barra (favourite) Isle of Harris - Luskentyre and Durness - Balnakeil. We've been doing it for years. They all have petrol stations but some are closed on Sundays.
I'd not make any of them on one charge and wouldn't want to queue for a point to become free and hang around waiting for the charge to complete.
Barra doesn't have a garage so locals don't have to get MOT's. When their cars eventually expire they're parked up in an old sand quarry and a crusher comes over when needed to crush them and ship the metal back to the mainland.
They have two policemen who have little to do day to day. Quite a few years back they had a letter from the Chief constable in Glasgow saying on his metrics they're having too many accidents sort it or we'll send someone over. They convened a meeting and said look what's happening is when the bars shut (there are a couple) you're driving home and pranging your cars. (The island has a mostly single track circular road of around 12 miles.)You'd be pushed to exceed 30 mph for most of the island. For a period of time after closing we're making the road one way until the morning.
Net result prang numbers collapsed and they got a commendation letter for a job well done. That was some years back now.
On South UIST the road runs North/South with a bar on the southern tip. Speaking to a local there he said we don't have a problem with accidents late evening they're all driving the same way when the bar shuts.
On Barra 4 or 5 years back the government subsidised the ferry transport for sheep to the mainland or the crofters couldn't afford to own sheep. It cost from memory £1 each way for the 4 hr trip to Oban. Locals soon got into that one by sticking a live sheep on the back seat when they fancied going off island. I think it got rumbled when the press published a photo of a Ford Mondeo saloon with a sheep sticking its head out of the back window boarding the ferry.

[woodpeckers] 21/4/2019 15:00

Nanomaterials and Their Use as Construction Materials

[alchemy] 21/4/2019 13:10

Sure.I'm with you really.When your certainty is shared with investors worldwide because what you see now is clearly visible then there'll be material reward for all.And mental, even intellectual reward, here in different measure.Enjoy the weather ,chocolate - if allowed - I'm 94 kilos so careful- and enjoy whatever you wish to. A chacun, ses gouts. I'm told that's what the French really say.

[superg1] 21/4/2019 12:54

Alchemy

In my past I have quietly in the background, through research and investigation built up the picture of my ‘target market’ in areas others gave up on or simply didn’t have the patience or tenacity too.

Then in time I happened to get lucky, well that’s how those looking on see it.

I know it was never down to luck but building up the knowledge over years to make my luck.

No crystal balls involved, just hard graft

[evergreen8] 21/4/2019 12:20

Historically the banks and building societies erected barriers to the introduction of new building techniques that could have resulted in a significant reduction in build cost in order to avoid devaluing the asset value of the traditional building stock that underpinned its lending. Had they provided lending for lower cost more efficient construction the older housing stock would fall in value creating mass negative equity for homeowners and negative balance sheets for the lenders.
The methods and materials have been available for years but have never had the benefit of scale and access to market due to entrenched protectionism.
The rules are now changing, the paradigm of the old guard is now losing ground to the recognition that continued growth following historical models is literally killing the planet and revolutionary technological developments must now be embraced to maintain sustainable growth both economically as well as ecologically.
Economically and ecologically the greatest gains lie with the materials whose production demands enormous amounts of energy viz concrete steel and glass.
If we could significantly enhance the strengths of these materials or introduce less energy demanding alternatives we would be on the way to meeting current demand in a manner that would not be like lemmings rushing to the cliffs ( metaphor does not actually happen).
Built in obsolescence and disposable product market models designed for no other reason than to ensure continuous spending has been sold to us for decades as a moral free reality with few stopping to look behind the veil to see the implications.
The new models must be sustainable in the short term durable in the mid to long term and recyclable to avoid our consuming more and more resources while discarding the short lived.
Every application across all of the industry sectors of the disruptive materials being introduced by VRS fits into the new global strategy. It is not just the fact that there are commercial benefits to the adoption of the VRS offering that will drive sales, at a governmental level the world has woken up to the fact that it is also a survival necessity.
It would not surprise me if future history lessons on societal paradigm shifts do not introduce Arkwright, Stevenson, Fleming, Kahn and Ricketts.
Glalths and happy Easter.

[alchemy] 21/4/2019 11:36

Your own research is great. But it's not yet imbedded in RNS.That's all . Well it might implicitly be . I think we might both have faith Super but yours is transcendental.People like our journalist friend are more from Missouri.