Versarien Share Discussion Threads

[superg1] 07/8/2019 12:24

Chill

Nigel (if true to his word) is nothing like TW and co, he seeks to support companies. He was quite dismissive of the short crew.

I realised TW had moved on, hopefully Nigel is well aware of how he kept the companies returning. It's well known.

[luckyorange] 07/8/2019 12:21

He married well chillpill 😉

[chillpill] 07/8/2019 12:12

Superg,

I think TW no longer has an investment in the UK Investor Show. I believe Nigel Wray has taken control of it.

Not sure how TW makes any money these days- shareprophets doesn’t make any money so presumably he does it though “trading”; although I doubt in his name.

Has TW ever been involved in a company that has done well?

Just shows an Oxbridge education counts for nothing if you don’t have some common sense as well.

[superg1] 07/8/2019 12:09

Ha

I just checked.

Miton redemptions were to be April, they moved it to June and now mid August.

If you have shares in companies in the relevant funds check what they are and considering getting out.

Time to have look to see if any have dived as a result of Miton selling.

Miton UK MicroCap (MINI) has an annual redemption facility through which shareholders are entitled to request the redemption of all or part of their holding. The trust announced on 3 June 2019 that it received valid redemption requests for 14,317,907 ordinary shares for the 28 June 2019 redemption point (representing 9.4% of the issued share capital). The trust says that it expects to announce the redemption price on 1 July 2019 and, as it had previously noted, it had expected to dispatch the redemption monies by 12 July 2019. However, this will have to be delayed until mid-August.

[rogerthegrouch] 07/8/2019 12:01

The BUR disaster is exactly why A) I manage my own capital and B) why integrity of the Board is so important to me.

In the very corrupt world of fund manager manipulation, shorter greed, bent boards and very dodgy press coverage (eg IC) finding a diamond in the rough is a challenge but if you are invested in VRS then you need look no further as you, my friend, have found that diamond.

I couldn't be more confident with my investment here. I'm delighted by the progress being made, fuelled by the astonishing work ethic of the team which is underpinned by absolute integrity of the board. Dream share imo

[compoundup] 07/8/2019 11:52

Those of you who came on the first Cambridge investor day will recall that scale-up of graphene ink production was a straightforward matter, nothing like the complicated "process" that is required for GNPs. It is a single machine operation, albeit with some iteration within the machine.

Thus, were the demand for graphink for textiles to suddenly increase dramatically, the supply side could ramp up as quickly as machines could be produced. Not only that but the scale of machine output - x10 or x100 - just requires a correspondingly larger machine. Obviously, the "larger" machine was a theoretical unproved extrapolation at the time but nonetheless that was the expectation.

[superg1] 07/8/2019 11:50

Look at Astom Martin

As soon as that was up having never looked at them I was aware through the media that they always seems to lose money.

So why invest as the share price would crash.

In my mind I was thinking some city slickers would invest for the brag factor of being invested while sipping the red wine and dinner.

Well it turned out to be an expensive brag and easy to forecast. I bet they don't mention. it much now.


Spin back many moons pre my interest in investing in a restaurant with a loud snob crew type crew making sure all could hear them.

"oooooh you do like your Jag Duncan don't you, echoed around the room"

I think we are in a Queens moat hotel and they were bragging about their investment in it.

Queens Moat was brought to its knees in 1993 by an accounting scandal, which prompted an 11-year inquiry by the Department of Trade and Industry. A massive asset writedown left the hotelier groaning under a mountain of debt.

DOOOOOHHHHHHHH!

It always stuck in my mind that one.

[willoicc] 07/8/2019 11:46

I was not being patronising. I use this to edit my own posts and wanted to share it with anyone who may be interested.

Anyone who is not interested please just ignore.

It is not compulsory.

[melf] 07/8/2019 11:45

hp wasn't that Gotham City? I was in PAYS when that happened. Fortunately PAYS recovered and some more.

[high park] 07/8/2019 11:41

Muddy Waters also had a go at PAYS with the same sort of "research".

[lovat scout] 07/8/2019 11:40

Whatever the outcome on BUR (never had a position btw)the lesson for all companies is keep the accounts simple and transparent otherwise trouble may be just around the corner. Patisserie Valerie type fraud is near impossible to avoid but when companies start booking revenues in advance of receipt, however they do it, tread carefully....

AIMHO etc

[luckyorange] 07/8/2019 11:39

Isn't yours a patronising post Dave ?

[davemac3] 07/8/2019 11:35

Willoicc, I thought it was SuperG that did the patronising on this board

[jointer13] 07/8/2019 11:29

i'm with you on that sg..i reckon they will move quickly on the sports.

"We look forward to continuing to work with this Partner with the goal of introducing graphene enhanced high performance sports wear to the market as soon as possible."

[willoicc] 07/8/2019 11:22

This is a free download for advising on grammar usage - for anyone who may be interested.

I find it useful for editing my own posts.

[superg1] 07/8/2019 11:17

So are you one of the shorting crew then, I see you message some of the same guys Tim Kempster does.

Just saying.

If you work on numbers then I get the doomsayers view that's what they do.

But then it was fine for Nano and QFI to be double the value of VRS on one name connected ,but not VRS with dozens connected on far more massive potential, government staff and the biggest economies looking to take a chunk of the company.

VRS don't lie, to base a bet on that is a road to ruin. They either will or won't seal the deals, there are a lot of them, this is not a binary bet.

The textile one, with what looks like most of the sports world involved, wasn't even on the menu, yet it could transform the company.

Sports companies move quickly and they quite clearly are with the graphene performance gain, made with textiles and other materials.

Hey who know Nike or Adidas could end up sticking VRS enabled sports kit ads within games like Fifa. :-)

[spike_1] 07/8/2019 11:08

Fair enough CS - see you at the AGM.

[axotyl] 07/8/2019 11:07

Hopefully Sept. 2022

[club sandwich] 07/8/2019 10:57

Nice podcast. Credit where it's due - on a good day he talks very well.

He reckons an update on the arches 'in a few weeks'. His words, not mine.

OK, fair enough, I'll give him the benefit of the doubt one last time. I'll hold off any further criticism until the AGM. Let's see if he delivers BIGT and an actual order from Aecom by then. Again, his words not mine, he has promised both.

See you all in September.

[andy] 07/8/2019 10:52

Superg,


TW has called Fox Marble wrong too, his bull calls are nowhere near as accurate as his bear calls, that's for sure.


I don't like the idea of shorting small caps, but anything over �100 million cap is fair game I think.


I went to a Haydale open day, to see their technology, which was impressive, and they ran the event very well. After returning and looking through their accounts it was clear it was very high risk due to their cash burn, not one for me after that.


I believe graphene has a huge future, concrete is one area, the power grid is another, as it is far more efficient than copper. It's the commercialisation that's the difficult bit, let's hope the Chinese invest as sufficient cash will give them a far better chance until sales come along.

[superg1] 07/8/2019 10:50

I am all for investigating and pointing out frauds.

I am massively against lies for gain. Not once did I ever make a penny on pointing out AGM lies for Haydale.

That was about warning PIs, just like I did on GDL and PRG, some listen and saved a fortune some didn't and lost their shirts.

Shares can be hit by unknowns and unfortunate events, that is different game. Fraud and deceit is a different category altogether.

PIs get sucked into shares being focused on all the positives, they hear all the good parts, FOMO and thoughts of riches cloud their view.

No amount of real evidence even hidden dug out hidden court documents showing it's F'd convinces them. The smart ones listen and GTF out, but the lemmings form the majority on the AIM.

[superg1] 07/8/2019 10:41

Andy

If BUR are a bunch of Spivs then I hope they get done.

Equally if the bears are wrong then they will surely be done via the legal route.

I just can't get my head into shorting, otherwise I would have made plenty on Avanti, SQM, RB energy, AGM, Haydale, IP group, HNR, GDL, Falanx and dozens of others.

The issue with Spiv Aim companies when shorting is once you realise they lie and hide bad news then you are at the mercy of not knowing whether the Nomad and company are working together on the fraud, so big false news can drop at any point.

TW was a pumper of falanx and I knew the CEO was lying, TW fell for it, I didn't. I did warn him but he as always knew best, the same goes for OBT. Evening standard tips of a buy out (probably leaked by the TW crew) was all created by OBT and the mugs like TW fell for it, as they rubbed shoulders with them.

Ignore the fluff and hot air, concentrate on facts by doing your own research.

TW calls VRS a lie which is bloody hilarious.

[anley] 07/8/2019 10:28

Thank you Mike for the VOX link............where I must say NR was at his best.

China is a problem area and I do wonder if VRS can pull off the deal before the AGM. There has to be a resolution between the USA and China on trade but there also has to be a resolution as to what Hong Kong is and will continue to be.

We shall have to sit tight and wait...................