Versarien Share Discussion Threads

[billwave] 11/7/2019 11:42

Eleven weeks to boost the share price before the possible BIGT deal and YE results due next week. I don't know how y'all feeling but I feel like NR is going to have to pull off something rather impressive and soon. My nerves are beginning to get the better of me, again.

[luckyorange] 11/7/2019 11:32

Conspiracy theory, why results on a Wednesday?

[bisho4] 11/7/2019 11:31

I would hope that any revenue generated is ploughed right back into expansion.

Any profit shown on the bottom line at this stage would mean that there are opportunities not being taken advantage of.

[chumbo] 11/7/2019 11:26

Knowing what corporate lawyers charge and the cost of sending bodies around the world I imagine we'll need to sell a lot of samples before we see a profit.

But as has been said, are we even looking for one at this stage?

[grabster] 11/7/2019 11:21

Would-be detractors of course will employ the familiar "straw man argument" that a profit was expected and has not occurred - when in reality no such expectation existed within the company nor among its genuine followers.

Festario, you appear to be playing along with those people, to the detriment of genuine investors.

My own stake in Versarien comprises 100% of my money - a position I have never before taken in any single company. The actual words I used regarding losses being logged at this stage in a company's growth (rather than the words you mischievously misquote me as using) are exactly what I would expect any sensible investor to agree with. The number of green ticks appears to indicate that they do. ;-)

[festario] 11/7/2019 11:20

Grabster?? If the loss has widened you won't care? Wow, what a statement to make.You seriously can't have much invested here then. If you do, then pray for the sake of your finances that that does not occur.We've been told that VRS invoices small qtys of 2d materials all the time.It's been stated that its high margin too.It's vital that we show some progress at least.

[ellissj] 11/7/2019 11:01

100% agree grabster. Step change for me - we shall see ! Aimo. Glalth. Best ellis.

[wuzy] 11/7/2019 10:59

Yes your right grabster but it will appease the detractors and give confidence for the future which many on the sidelines are waiting for.

[ch1rp] 11/7/2019 10:57

Agreed Grabster. All the signs of scale up and demand are here.Much more interested to work out how the company are positioning themselves to cope with the imminent demand, than to hear about profit and loss:)))

[compoundup] 11/7/2019 10:41

Come on chumbo!

[grabster] 11/7/2019 10:40

Nobody is expecting the results to show a profit for the year to 31 March 2019. Personally I won't be bothered if the loss has widenened a little at this stage in the company's growth. If it's narrowed I'll be delighted. I am more interested in the accompanying update (for 15 weeks since y/e) and outlook statement which I believe will be good.

[dolores123] 11/7/2019 10:37

Results next Wednesday!!

[scottishfield] 11/7/2019 10:34

Yes, looking fwd to them also.

[wuzy] 11/7/2019 10:33

Looking forward to these, it's really going to paint a clear picture of where we are and where we are going.

[alchemy] 11/7/2019 10:32

Backward facing mirror so they might be indifferent but timed to link with a zoomed?

[alchemy] 11/7/2019 10:31

That's an intra day RNS !

[alchemy] 11/7/2019 10:31

Oo 17 July results. Not long!

[superg1] 11/7/2019 10:03

Re the Bi polar related company

I see they are on the 5th or 6th hype idea as a business in no time and the PIs in it wonder why.

It's sort of funny reading it but not funny. I am not telling them.

This is the AIM do your own thorough research before investing material money in any company NOT just the AIM.

[axotyl] 11/7/2019 09:52

Good summary, Super - thanks.

Though not sure Air-Miles Andy is our best guide to Neill's talents.

[superg1] 11/7/2019 09:51

Spid is just like Timbo was re Haydale.

I went on Haydale to warn PIs what was going on that wasn't reported. I couldn't be bothered re doing that with FGR it would be was the of time.

Spid brings it here and the relevant comments come out.

Spids ID is known, I wouldn't worry about it.

Yes FGR chair did make some comments in an interview which were forward looking statements including break even by calendar year end. Not the BOD were not aware he was going to do that and they didn't agree to it. That is either a FACT or they lied they they didn't know. They have stated it as FACT.

Warwick piled into Talga saying it was a billion dollar company having spent a year (I believe) researching it.

Well that research no doubt meant believing what the company said. It took me a few mins to spot Talga BS.

It's all about understanding the process, it's not just about the start process but separating the GNPS, drying and various other factors.

Warwick sold the lot having pumped Talga his research was highly flawed, then started the hype pump on FGR. As Chill points out they need to motor to hit that break even point. He's an ex broker city type so guess what he thrives on BS.



In general, if it was that easy 15 years on 100's would have cracked how to do it. Some will crack it, there is a huge market out there for many in 1000's of uses.

VRS have cracked it, are one of the first and shortly that will start to hit the headlines in a real way.

[pshevlin] 11/7/2019 09:42

I should put him straight back on filter SG.

[jointer13] 11/7/2019 09:32

well summed up there sg.

[superg1] 11/7/2019 09:25

I've Davemac on filter for some time but due to the debate wondered what the content.

The filter was due to the regular negativity a bit like some others and perhaps a way to get answers through just being plain lazy or an agenda.

So I looked up the content for the key posts which seems to be this. I've taken some out to get to the main points.


From Dave

"I ask so many questions because I have heard so much BS from AIM companies in the past. I may have been around a while but do not claim to be an expert investor. Why would I spend time on here if I was?"

Well Dave you get some highly detailed answers including repeated warnings about AIM BS, EG Haydale and AGM which collapsed. More bad news from Haydale today BTW, that's the trouble with making forecast in an embryonic industry, hence VRS don't do it.

"I am in VRS because of the potential to make some money! I believe VRS can produce good quality graphene and that good and consistent quality will be in demand."

Yes VRS have repeatedly said that and no need to question it as it's becoming verified . Winning all CPI tenders they enter was a clue. The graphene and hbn had to be of a specify quality/spec.


"My main concern is around delivery at scale at an acceptable price."


Well if you had been listening to VRS and attended events (as shareholders do) then you would know that the collaborations only progress if the cost works for the product hence the cost matrix is done at the start.

I appreciate some may not be able to attend but then those that do pass on the details and have posted that point many times.


"I should try and go on one of the lab visits to check out production for myself, do they show the 3T machine or is that hidden away?"

You won't get to see it. I saw the 100 gram kit operating for the very reason you raise. NR knows I work to find details, not accept comments. I trust VRS and equally they trusted me re showing me the production kit. Yes there is a new pod dedicated to the 3 tonne production. Talk was the scale up actually increased quality, you'd have to ask VRS re that, perhaps an AGM question.

Mentioning the original tech it was .5 grams per day back then. The knowhow has moved on considerably since then.



"I suspect the 12kg order of GNP-HP has stretched VRS"


Well that's just blatant nonsense where it seems your question is purely an agenda. How can you suspect that when you have been told outright publicly that it takes about 2 days.

"I don't suspect they could produce at full capacity 24/7."

So are you saying you are not aware of factories running 2/3 shifts, that's all it is to achieve that. It's done worldwide. VRS are largely an engineering company.

"Blending it into polymer before dispatch helps with transportation but this won't always be feasible."

David Kerr at some point said, some customers won't want the raw graphene, they want in in the polymer and delivered to their supply chain. Others may want raw graphene as they don't want others to know what they are doing with it.



"I also worry about competition."

Hell fire there must be 100's of posts on that and the reports worldwide screaming about all the junk out there. NR mentioned the DIT little black book. That effectively is a speed dial straight into the top companies worldwide. I suspect 95% plus of small companies only ever get to the point of using the coffee machine in the foyer and that's the highly persistent ones.

The dozens of huge names and China wanting a big chunk of VRS is a bit of a clue.

"Other companies with far more people and resources than VRS are looking at new battery materials, etc."

Yep take AGM going straight to 42 staff paying something like an average of over £70k per employee £3-£3.5 mill in wages alone which forms the vast majority of their losses. There are not needed it is a lifestyle scam imo, typical AIM.

You can have as many as you like re employees. China has 100's of producers but can't produce what VRS do. If they could we would be seeing such huge interest from them


I'll stop there you get the gist.

You say you don't trust the AIM. Few do it's high risk high reward arena. You have to appreciate that it attracts scumbag takers in the form of CEOs and BODs. They are in it to fleece the millions from funds and pay themselves high salaries. Hence you have to put in considerable effort to make sure they are not a fraud. I have found plenty of false AIM news and frauds.

You say you are no expert and for that reason you read ADVFN posts which have more BS in them than AIM companies spew out.

Judging by that post, you don't read posts, don't check news thoroughly, are no expert and think everything is BS.

Well why invest in Aim companies then.

I won't touch anything materially until I've learned about it inside out. Hence all my work on VRS before this thread ever started.

Prince Andrew thinks Neill is a solid guy, so do I. I know a BS merchant when I see one. I know a hard working giver when I see one. Knowing the difference is key.

Would you want Chris Leigh the scrooge looking after your money or a Bi polar gambler on their manic phase.

Oh BTW that reminds me. There is a boss on an AIM company with Bi polar, never declared, and the folks wondered why the company is all over the place bleeding cash.

Those points come from a network of good info chains that have just developed naturally over 10 years.