Versarien Share Discussion Threads

[mikebrenner] 01/8/2019 15:01

Hi Pheonixs I'm not here to big up Lucien but I do care about balance and not just dismissing a view for the sake of it. It sounds like you haven't listened to the podcast as he does eloquently enough talk about the high level "bull arguments" as he sees it around graphene quality, commercial opportunities with clear understanding of high level AECOM / Scaled 3D printing set up etc ... as well as the Graphene council verified graphene producer. The latter he sees as potential marketing fluff based on seeing these types of commercial small companies operating "standards / certification" in other industries but ultimately don't have scale / enough adoption. Statistically he is probably right!!Now I'm sceptical like LM is, and whilst he may have a better grip of a balance sheet than me, as observed in the original post the key gap I see is that he hasn't dug further with deeper research (much of which isn't shared on this board) or made the effort to meet and ask / get answers directly from management to validate further observations to challenge his points.To Andy's point he has called many right (and some wrong too) which is why if we wait 1 year and we see no orders then LM will be chalking up a win in his book and the share price maybe further south. My view is different but again it's real orders and real commercial partnerships that will ultimately prove whose on the right side of history.

[squire007] 01/8/2019 14:24

Pmsl, you are a little fish in a little pond. And its stagnant and sticks.. lolGo somewhere else then ;-)

[twatcher] 01/8/2019 14:20

"Lucien is a very switched on guy, has done a lot of research and I agree with many of his points!"

One assumes SuperG thinks the poster that said this in the "pot of naysayers", whatever the hell that is.

You know, a guy starts a thread and suddenly he thinks he's some big fish in a little pond, when all he is doing is getting himself wet by splashing around.

[andy] 01/8/2019 13:38

superg1,


I have read LM's articles for a while, and he calls many right, and some wrong, based on the accounts, a bit like SK does.


I am in no "pot", I call everything as I see it, regardless of whether I'm invested or not, and have always done so.

[mcfly79] 01/8/2019 13:34

Superg,


I have a huge amount of respect for your investigative skills on VRS.


On BIDS please can I ask that you dig a little deeper. VRS and BIDS are the only two stocks I currently hold having done a lot of research on both, including meeting and speaking to management on many occasions.


BIDS is clearly a very different company to VRS, but like VRS looks very overvalued unless you really understand the business and the potential.


I think the wording in the results announcement was clear. H1 2019 will be lower than previously forecast but the company still expects to make the full year 2019 forecast.


Sorry for off topic.

[forestfred] 01/8/2019 12:56

Small top on HL just completed
Ff

[matheus7777] 01/8/2019 11:41

Trading has looked peculiar to me throughout the morning so far

[chimpandy1] 01/8/2019 11:15

Just made a small top up at 122.23 so prices here are way off

[festario] 01/8/2019 10:57

Jeez, it's getting like a witch hunt.Is that what this thread is now reduced to?

[alchemy] 01/8/2019 10:23

After see saw what metaphor?Don't use springboard please Nor catapult. Escalator or lift?Into orbit? Escape velocity?Yes Escape Velocity would be nice.

[shavian] 01/8/2019 10:15

Mike B: thanks for some excellent cold-blooded analysis back there; a useful dose of realism for many of our starry-eyed dreamers here (that often includes me, BTW). Not everyone out there in the market has bothered to get to know as much about VRS as the gurus on this board (you know who you are, a select band which does not include me,BTW). Mr Market has not yet met Neill.

It also may help to explain the little local difficulty we are having in punching through was has become a solid resistance level at 130p. I'm no chartist but I understand that once this is decisively breached it should become an equally powerful support level. One day soon, Rodney....

[chimpandy1] 01/8/2019 10:10

You will need to become very familiar with poundland once the deals start rolling in. To me it seems more about "when" not "if" now. This is another buying opportunity for me. Not long now till the AGM

[phoenixs] 01/8/2019 10:08

Andy,

Fair comment on Tesla but it was not difficult to predict. Huge losses and a massive need for huge cash injections. That has never been the case for Versarien

Re AIM stocks, it is not difficult to get a lot right if you shorted. I reckon that you could blindly put pins in the board and get a very good success rate if you shorted those stocks.

Yet he has shown to have very little knowledge about graphene. IMO he has not shown any desire to research what the company has done and is doing. He has plain and simply gone on the figures in the accounts which are historical. Yet he bangs on and on about VRS. Why? Not because he is an altruistic bloke. He has a large open short position on the IG as do some of his mates/cronies, some at much lower prices than here. He has made this into a personal vendetta against the company.

[superg1] 01/8/2019 10:04

I give up with some. Bids is heading to the same car crash for this year.

People falling for the BS instead of looking at what the £5.9 mill forecast is based on.

The revenue forecast came for the note, H1 assumes 24 live games, they have 9, H2 assumes 42.

Full year employee costs £1.7 mill for 27 employees they probably have 50 plus already.

The revenue based on the figures is going to be way off the forecast, well under, costs are going to be much higher. Cash will be gone revenue missed by a mile and a fund raise via a nomad that will smash the price down and blame the company for the poor performance.

The share will currently be loaded with the over-geared spread bet herd

If the figures stacked up in the note then great but they are massively off where they need to be to hit the forecast and spending will be much higher.

An easy one to join the dots.

Nomad refusing to confirm what the more marked difference to H2 means. Well H2 so far has no more games than H1 other than Grid in September which was announced some time back.

Very clear to me that H1 will miss the forecast and H2 missed by a mile too.

Obviously news of deals can soon pump it up, bu the pain will come it seems re a big miss on revenue.

Forecasts in such circs are an accident waiting to happen.

[andy] 01/8/2019 09:54

Phoenix,


LM focuses on the accounts rather than the company.


He gets an awful lot right, including Tesla, which he went out of the money on but held his position and was proved right in the end.

[alchemy] 01/8/2019 09:42

You are correctly using the word heading but it won't reach it.

[superg1] 01/8/2019 09:40

Fireball

Nice to know there was another GDL investor that listened. Unfortunately Zengas was being a pain there telling everyone to ignore what I found.

As you know my claim was the news timeline forecast was impossible and therefore a blatant lie. Investors had piled in based on that lie.

Fortunately most that I know got out at 25p plus on the basis it was a lie, which is what it turned out to be, funny that.

[rainbow23] 01/8/2019 09:21

Oh dear, VRS heading for poundland again.

[grabster] 01/8/2019 09:13

Thanks Shavian. We rarely hear any news at all from Versarien subsidiaries Total Carbide and Aac Cyroma. It's good to see one of them getting valuable coverage - and good that their relationship with Versarien gets mentioned.

[tini5] 01/8/2019 09:11

"My disagreement with TW is that he is a waffling liar with a personal agenda. His past financial and commercial history speaks for itself."

Too bloody right Phoenixs. I nearly choked on my coffee when he claimed Neill would never trade on priviliged info because he's (Neill) as pure as the driven snow. Pot and kettle comes to mind - hope Tom is firmly on the tracks and looking in the wrong direction.

I have a new logo design for ShareProphets Radio... TW@

[alchemy] 01/8/2019 09:09

So susceptible in non RNS zones. That will change as the finance thrives.

[jointer13] 01/8/2019 09:05

on the same subject...they don't credit vrs shareholders with having any credible iq
but at the end of the day you only need half a brain cell to see through them !

[phoenixs] 01/8/2019 08:56

mike, great post on TW/LM but I would add the following.

As said the accounts speak for themselves and if VRS was just a simple engineering company I would not have bought into it. Yet, as most of us know, Versarien is not just an engineering company with a mature business. The commercialisation of graphene is new to the world. Like all cutting edge technology, it takes months and years to fully develop. Examples are chip manufacturing the iPhone. Some of the companies involved had sky high valuations based on prospective future earnings. I put Versarien in the same camp but I would not say that £200m is sky high. The progress which the company has made is nothing short of outstanding and I expect that sizeable commercial contracts will arrive soon.

My disagreement with TW is that he is a waffling liar with a personal agenda. His past financial and commercial history speaks for itself.

With respect to the opinions of LM, he has either flagrantly ignored the success of VRS in developing commercial graphene which was recently confirmed as the 1st company in the world to complete the Graphene Council "Verified Graphene Producer" programme and so far still is the only company in the world to achieve it or he has not fully researched graphene. This tells me that his opinions on VRS should not be given much credence.

[shavian] 01/8/2019 08:40

Don’t know if this has been posted before, but good to see the young team at Total Carbide winning with ROCKETS. Good to know they are embedded in the UK Space Cluster at Westcott Venture Park, another shrewd move by NR.