Versarien Share Discussion Threads

[lovat scout] 12/7/2019 14:40

Scrutable - I suspect any shorters will sell just before the results and wheel out the usual complaints about revenues and PE ratios looking for a quick return .....groundhog day!

AIMHO etc

[scrutable] 12/7/2019 14:29

The share price is looking exceptionally strong today; 30 buys to only 3 sells since mid-morning.

It seems that very few LTHs now want to sell and the shorting scum dare not short before the weekend break. I hope that after the recent two sales announcements they see that the tide is slowly turning and are beginning to spot the potential for massive losses and intend to tread more warily.

[sandbag] 12/7/2019 13:45

Not many shares about. I just had to do a FoK with HL for 1806 shares.

[adejuk] 12/7/2019 13:45

that last 10k was mine
so overweight
don't let me down neill :-)

[mavfav] 12/7/2019 12:59

RTG so eloquently put and I totally agree with your sentiment.Sometimes it's good to just capture in one post the things currently over the hill but advancing well.I also look at the BIGT and feel that will enable us to not only work in the China markets but at pace there and elsewhereIt would give the capability to create the product for the demand. The egg will come before the year of the chicken (ok I made that up)Build it and they will come - "Field of Dreams"I know nooothing

[fireball xl5] 12/7/2019 12:00

Was that a fat finger trial run at 11:54 Alchemy lol. I'd regard 80k as large but when there is only a fiver in ones pocket it takes a lot of thinking to do any spending as that swells the value.

[rogerthegrouch] 12/7/2019 11:57

I’ve listened to the US Oil and Gas podcast again and I'm sure others have commented similar conclusions but to reiterate:

VRS business model proved:
-Can now produce to quality (verified/accreditation)
-Can now produce to time requirements (scale up to 3 tonnes means small orders satisfied quickly)
-Can now produce to a commercial rate (Scale up to 3 tonnes)

Neill’s concern is ability to meet the commercial demand. He stated that they know they haven’t got enough capacity despite this being at 3 tonnes so development team working hard to scale up.

Conclusion: The current Aecom collaboration is making great progress which has been a significant challenge based on the quantity and quality of graphene they potentially want to use. This presumably means high quality (expensive) graphene at commercial levels ie tonnes. He said the oil and gas company is exactly the same so add a few more tonnes. As NR states, the quantities forecasted are potentially very exciting. Throw in the countless other collaborations or just the remaining big 5 and the mind boggles.

So Manks you should probably add that to your turning point analysis

[axotyl] 12/7/2019 11:30

And attracts the crazies like bees around a honey-pot...

[alchemy] 12/7/2019 10:55

I am preparing my ultra last top up for Wednesday next.At about 8 21 . I would write lol but that's what I'm doing give or take a minute or two.Lol

[rogerthegrouch] 12/7/2019 10:49

Manks if we knew the answer to that with any certainty, we'd all be rich. To make an assessment on when we are due a turning point you could put the following into your analysis:

1) BIGT deal will hopefully be completed before the AGM in September. This is likely to be pretty pivotal as will inject cash but also open up VRS to the Chinese market. As NR says, it will act as a beacon for Chinese companies who desperately want top quality graphene to lead the 4th revolution
2) Results are unlikely to be a turning point but should give investors more confidence that the strategy is progressing to plan, or indeed exceeding it. Profits would be undesirable at this stage as should be invested in growing the company to speed up progression to your 'turning point'.
3) Aecom is likely to be transformational as would represent a large order. This could drop at any point.
4) Any other leftfield RNS could drop. Collabs are all progressing well or better than expected. New tech takes time to test but as these age the probability that one these drops soon increases. Should this be one of the big 5 then, again this would probably represent a 'turning point'.

[inaminute] 12/7/2019 10:49

Are you prepared to risk not moving to the new house? No reflection on my thoughts on VRS, just common sense. We all have a hierarchy of needs, if VRS didn't come off would your current situation be intolerable? If so, safer bets out there to get you out of your current situation. I'm invested here and wouldn't be if I didn't think it will do well. But I can afford to wait and have a portfolio that spreads the risk.

[bbmsionlypostafter] 12/7/2019 10:15

Keep drinking the Kool-Aid!

This is so reminiscent of QPP & CTAG. A cadre of devoted, fervent BBM zealots, a high priest who is in constant communication with a thirsty congregation ra-raing the co. & share price daily with inconsequential blather, a magic, unique product hardly anyone has ever seen & nobody knows the cost of.

What could possibly go wrong?

LOLS!

This has share promotion written all over it. It's going to be fascinating to watch.

[manks2009] 12/7/2019 10:12

I've been watching this thread with interest and invested a modest sum (to me anyway). I just wonder if we are talking about a turning point for the company, are we talking months or years... Just wondering how long I have until a top up is practical and whether I should divest any of my other holdings?I'm by no means a big investor but would like to invest some of our disposable income which is to be saved for our next house move, I think the potential for growth is better in shared than in the bank, and I'm prepared to accept some risk with that as we will still have a roof over our heads.Cheers

[johnveals] 12/7/2019 10:00

AquaeSulis01 - you make the mistake of assuming the posters position is one influenced by facts, it isn’t, it comes from a desire to damage VRS using lies and deceit. Best not to engage.

[ashehzi] 12/7/2019 09:33

Handykart, I am with you on that. Those who trade/invest actively on AIM and charts know the squad you're talking about; JW and Doc.

But then some investors don't care about the messenger, they just want some info from NR whatever that takes.

[aquaesulis01] 12/7/2019 09:31

bbms, whilst I suspect you are being flippant when you ask "how much competitors charge for this magic", it might help if you understood the different types of "magic" graphene being produced, what the production entails, and the importance of quality in combination with scale to some of the high end applications. First you need to appreciate that nanene is produced using mechanical/Chemical exfoliation, and hence why it is such a high quality and premium product. Attached is a link to an independent paper that explains the different production techniques and includes a very informative spiderweb diagram that demonstrates the key characteristics of the most common graphene production methods in a scale of 0–3; (G) refers to the graphene quality, (C) refers to the cost of production (a low value corresponds to high cost of production), (S) refers to the scalability, (P) refers to the purity and (Y) refers to the yield of each preparation route. Hopefully, you will now begin to realise why VRS investors are excited by the independent verification of the companies ability to produce commercial scale of such a high quality products.

hxxps://www.sciencedirect.com/science/article/pii/S0079642517300968

[matheus7777] 12/7/2019 09:16

Obligatory final final final top up

[handykart] 12/7/2019 08:48

Just to add to SuperG's post. My only slight criticism of Neill would be using two well known Twitter pumpers for the podcast. They attract a certain type of " Investor". Also well known in the market as pumpers,so may give wrong impression to more serious investors. Thought the Ig podcasts were much better.Andrew

[smallfry1] 12/7/2019 08:15

Thanks Super

[superg1] 12/7/2019 08:05

Smallfry

I was a newcomer too with little cash. The research paid off over the years on two fronts. Recognising companies with good opportunities, thoroughly checking them out, BOD included, but then hopefully spotting when things are going wrong.

I have never put any material cash into any of the hype pumps, usually no cash at all, I can't recall buying into one. It is imo a recipe for disaster. These that do no research far outweigh those that do and hence you get a lot of unsure gamblers in shares they do not understand, hence it's easy to create panic on those shares.

It is far easier to do no research at all and just hype pump a hot topic post buying in. Then keep pumping saying you have bought more while they sell into it


Personally I've never known any hype junk to have ended up doing well.

EG TWs pump Falanx and funnily enough just about all shares TW pumps, they fail.

Over time you get to recognise the usual pump crew names and know nothing they say is sincere. There are a number that were here as LONG TERM HOLDERS that left quickly and pop up on whatever the flavour of the month is as LONG TERM HOLDERS. Check out BIDS for anyone that has been here long enough. Madness imo, good luck to them. TERN was another previous to that.

I try to steer clear of pointing out impending doom on some shares now as it's just a waste of time. All that matters is the good guys and I do warn them privately if I see them posting on anything set for failure.

The AIM is dominated by taker BODs, it attracts takers as it's easy money for them. Takers will bleed investors dry, they have no morals, it's all about getting as much as they can for themselves. Failure of the company is irrelevant. They have typically pocketed huge sums by then, to them it was a success.

[runthejoules] 12/7/2019 07:32

Don't forget smallfry1 that Neill is Welsh so his name is actually pronounced Neicccchhhh. X

[smallfry1] 12/7/2019 06:38

Thank you for your comments.
I have no hidden agenda and no desire to play any kind of game.
I am just a straight forward investor who got sick of seeing his cash in the bank not going anywhere and in more ways than one not giving me any interest.
So that's why I looked for a company to invest in.
I respect that a lot of people on this board talk in a language that at times seems a alien to me and I am sure a number of other posters
I certainly have great respect for the serious investors who do hours and hours of research and then back that up with their cash.
I know that for many of them a few pence rise here and a few pence there can generate huge incomes. Of course this is the way it is and I fully understand that after all many have suffered losses along their journeys so deserve to celebrate their successs
However for some of us newcomers its about the long haul because that is the only way we could ever hope to achieve a substantial reward. So we continue with Faith.

[fireball xl5] 11/7/2019 23:21

Solid revenues, margins and contributions from the bread and butter divisions with accelerating sales of graphene, 2D materials, at a healthy margin. Understandably costs will demonstrate the underlying investment in future growth ambitions. One would expect overheads to reflect increases in head office costs; contract investment, travel, legals, supply chain investment etc. The set up costs for new equipment purchases may well be capitalised as part of the capital spend. It would be more important to know that internal targets/forecasts are being exceeded in terms of overall expectation levels within the reports. It would heighten the optimism levels and create that feel good factor and drive for success. The adrenaline rush exists as much in a business and its players, as in sport. Let's hope they are all enjoying riding the wave.

[1teepee] 11/7/2019 21:27

Thanks for your help