Versarien Share Discussion Threads

[alchemy] 03/5/2019 08:21

When we have three profit centres, three plus 2d products , listing in US it's ic readers who'll have missed out.

[dgduncan] 03/5/2019 08:21

The IC author (Alex Janiaud) does not have many years of experience and his last report mentioned the PA situation while totally omitting the first verified graphene producer in the world. With analysis like that I don't think he is going to be a high flyer in stock market journalism.

[superg1] 03/5/2019 08:18

I'm told its not TW and co just IC so on that basis apologies TW and co.

[rainbow23] 03/5/2019 08:13

A dose of reality from IC seems to have ruffled the rampers today. Sell, sell, sell.

[f3rdinand] 03/5/2019 08:10

Looks like shorters are relishing the opportunity IC has created

[owenga] 03/5/2019 08:07

Don't think we will be down at these prices very long. Good buying opportunity.

[owenga] 03/5/2019 08:07

I actually still subscribe to LC, but after that article I am seriously thinking of cancelling my subscription. If they write that one sided piece about VRS, how can you rely on anything else they tip?

[phoenixs] 03/5/2019 08:04

Lovat. So right you are. IC is full of incompetent people who somehow get paid for contributions that sometimes beggars belief. Anyway, I suppose that one has to say each unto their own.
What is astounding for me is the complete lack of understanding of the graphene market in the first place and following on from that they do not realize the potential of collaborations with both countries and the numerous multi billion $ corporations

[1teepee] 03/5/2019 08:02

Otherwise we are all screwed! Apart from the shorts

[luckykids] 03/5/2019 07:59

If they think USA is bigger than China in graphene I think that sums the article up. Laughable

[adejuk] 03/5/2019 07:59

the one truth is, vrs has to deliver

[spike_1] 03/5/2019 07:58

We closed yesterday at 124 - 129 Looks like the MM's are trying to capitalise on the IC article - there's a surprise - not.

[ewads] 03/5/2019 07:55

IC are just playing safe, making a statement on the current postion that everyone knows. Sell conclusion would seem a bit harsh; maybe a hold would be even safer for them. One fact, it will cause share price disruption as they have a biggish casual following for investors that do not go into research depth.
My moneys still invested in the VRS family vault!

[lovat scout] 03/5/2019 07:41

You would have thought that an FT owned publication would have better analysis but the IC has the same problem as Shares magazine which is that its resources are spread too thinly whilst trying to cover as much of the market as possible for private investors.

The result is therefore the same with the historic numbers given more coverage than the company’s business plan and potential. IC may well be right in the end as VRS have to deliver, but this sell rating is not founded on anything other than token superficial research.

AIMHO.

[grabster] 03/5/2019 07:30

Same old stuff we shrugged off before. IC are a bit late in thinking it's news. Matt Walker signed on for another year because he is privy to the big stuff that's imminent in what is shaping up to be Versarien's best year yet.

If you look back through IC's history of 'BUY' 'SELL' judgments, it is pretty randomly hit and miss. They have to fill their pages week in week out, and it doesn't much matter to them if they are right or wrong.

[shavian] 03/5/2019 07:24

Is it not time for our dear house broker/NOMAD to publish its long-awaited BUY note? After all, they should know the facts better than anyone else on the outside. I would love to see them do that if only to squelch the IC, whose subscription I cancelled long ago for their blind incompetence on smaller companies.

[ellissj] 03/5/2019 06:59

Looking fwd to the next vrs usa update here given the activity. I also noticed in the most recent investor event video that neill went out of his way to highlight aecom. And by the look of it, neill and david kerr were at geic yesterday. Plenty going on. Confident in the strategy to deliver. Aimo. Glalth. Best ellis

[grabster] 03/5/2019 06:48

Nothing in that IC piece that we haven't already heard and dealt with in getting to where we are. And where we are is pretty solid.

[shavian] 03/5/2019 01:46

Do I feel a last ever top up opp coming on? Must have another look down the back of the sofa. Thanks IC. What a cretinous write-up.

[chimpandy1] 02/5/2019 23:40

This must be embarrassing for you. Sorry to be the one to point this out but you seem to have accidentally posted on the wrong thread. This is the VRS thread, you are looking for the HNR thread. They both have the letter R in though so I can understand your confusion. Please feel free to post over there as much as you like. I hope you have a pleasant night Chimp

[rocket fuel] 02/5/2019 23:02

IC are a bigger shower of useless chunts, than Winnie and his team of chancers at shareprophets!

[elbillo] 02/5/2019 22:48

They managed to mention all the negatives but none of the positives.