Versarien Share Discussion Threads

[loglorry1] 24/9/2019 14:26

There will be other graphene companies period. Versarien looks to be the market leader.

Many others are selling tonnes of graphene each year and VRS is selling almost none why do you think it is market leader?

Is it because a) you hold the shares b) the CEO told you c) superg1 told you d) you read a long and factually incorrect post on Stockopedia?

Clearly a market leader would be showing sales and strong sales growth. VRS has neither.

[bisho4] 24/9/2019 14:24

From the podcast, NR says they are at a significantly advanced stage of the textiles deals, getting into the nitty gritty of the commercial agreements with the largest sports companies, IP ownership, royalties, co-branding etc...

:)

edit: sorry, Woody, didn't see your 2nd post!

UK DIT secondments are very useful for getting a Big Brother approach to IP protection.

[chumbo] 24/9/2019 14:19

Thanks for the soundbites Woody

[alchemy] 24/9/2019 14:17

Just over 200 working days per year. AGM on one of them .Chance.05%12 meaningful RNS , one lands on a given day - 6%.Chance of coincidence? Slim.But we're in good health because all the "road signs" say so including this mornings ( route confirmation) and or the actual destination sought.Used to be black and white chequers and/or the actual destination sought.

[woodpeckers] 24/9/2019 14:16

"significant advances"
"getting to the real nitty gritty"
"co-branding"
"robust IP strategy"
"China is the engine room of the world, you can't not be involved"
"big brother approach to protecting our IP"
"This is about being embedded in to a national manufacturing strategy"
"This is sustainable and has commercial traction"
"To be courted by such a large super power is amazing"
"just gets bigger and bigger and bigger, involving more provinces"
"we start working on a single project and it just gets bigger"
"This one is a real disruptive technology"
"A phenomenal opportunity to be able to demonstrate this kind of technology all over the world"
"If we were desperate to put out fluffy RNSs we could put out a deal...the best deal for shareholders...the best way of negotiating is from a position of strength and to make decisions that you won't regret"
"We've gone through the hoops now...the team is very confident that it will be delivered in a short period of time"

[verger] 24/9/2019 14:07

To those who are frustrated by the progress made so far, think of it like this: the need for checks and double checks and tests that take time show that we are just at the start of the Graphene revolution. What a great time to invest in VRS!

[sandbag] 24/9/2019 13:57

Dave,

"why didn't Vittoria come to VRS for their graphene ?"

How on earth would I know? Perhaps you should ask Vittoria. You could also ask them if the material they put into their tyres complies with the ISO definition of graphene. I would imagine if it doesn't then the company would be contravening the Trades Description Act (but I'm not a lawyer).
I'm not suggesting for one minute that the product they add doesn't make the improvements they state. I'm just querying whether it can be described as graphene.

[scrutable] 24/9/2019 13:50

Andy

Reporting criminal financial behaviour is absolutely pointless. I do not have the funds or time or energy to act as sanitory inspector of the suspect FCA. I have complained several times of outright fraud to such authorities without eliciting response of any kind.

The FT which is otherwise a brilliant journal, has told me every time it has no time for this. How often, if ever have they reported on an AIM fraud? I have experienced more than 10, also an insurance fraud of over £100,000 that got away. Superg to his great credit continuously harps on this, but has not yet instigated effective action. Complaining is as Macbeth says "It is a tale....full of sound and fury, signifying nothing"

Unfortunately, we have a jurisdiction keen to preserve London's global financial pre-eminence, which is germane for the wealth of the UK - now that we can no longer monetise the slave trade..

Not long ago Grant Thornton signed off the accounts of Globo as containing £60,000,000 cash at Bank. The company directors had just moved to the USA and a few months later, liquidated. The cash was non existant. Assets were negative. I lost £40,000. The FCA have not blinked an eye-lid. The story of Bio_Progress is worse and elicits howls of rage. At least Interpol were mobilised for this, with CEO Trevelyan pursued by Interpol to Australia.

[1teepee] 24/9/2019 13:48

There will be other graphene companies period. Versarien looks to be the market leader.

[mutantcar] 24/9/2019 13:45

Club,

Not sure I should bother encouraging you, but here goes.

Neill has built a £100m+ company from nothing. Have you?

He gave us the opportunity to invest in his company. You chose to.

You have now apparently decided you're not happy to be invested in his company. You are free to sell your investment. Please do so and move on. There are plenty of companies out there that you're free to invest in.

If you can't find one worthy of your investment, maybe you should start up a nano materials company? I'm sure you'd do a good job, please let us know when it's up & running & open to investment.

[1teepee] 24/9/2019 13:44

I was right about the rns today though;) that's how in tune I am:)I thought that's what Wall Street does

[luckyorange] 24/9/2019 13:41

2004 when the method of separation was discovered until now, timelines sound about right. China will be first to make the most of it, they always are of late.

[iofra] 24/9/2019 13:33

Scrutable:
Your 10-20 year argument may be valid in many cases (although having been in technology development, production and marketing could point out exceptions) however if we take your statement at face value and the timelines therein then Neill's statements in meetings and on Twitter have in many instances been far too buoyant and might even be misleading to investors not so familiar with your technological timelines.

CS's outbursts with intemperate language aren't welcome but I'm not aware he has made misstatements simply that he is mightily frustrated with his investment against what has been promised/eluded to hasn't transpired yet.

[club sandwich] 24/9/2019 13:23

teepee - no, I don't think so. It is obvious going to take a long time for the full story to unfold: but I see absolutely no reason why there shouldn't be som crumbs available NOW.

And anyway, that's rich coming from someone who's been calling the big RNS every day - and frequently several times a day - for at least the past week.

[1teepee] 24/9/2019 13:18

You are very short sighted

[club sandwich] 24/9/2019 13:16

"You repeatedly evade my point that you know of no other company which can report commercial earnings from the development of original science in <10-20 years."

why would I care about other companies? I'm invested in VRS. I care about the CEO of THIS company delivering, not about any other. It is crystal clear he keeps promising delivery ("I'd be disappointed if we didn't have an order within 6 months" "We hope to update s'holders about Aecom in Q1" and on and on and on). If he thought it was going to take say 10 years he should say so - but then the share price would tank and he wouldn't have a nice new house for his family, would he? You want to talk about manipulating the sp, perhaps we could start with the utterances of our not-so-beloved CEO?

[luckyorange] 24/9/2019 13:12

Buy 'em back Dave lol

[scrutable] 24/9/2019 13:11

Club sandwich

You are right to stress that the apparent purpose of your denigration is not for shorting. I doubt that rainbow can credibly do the same.

You repeatedly evade my point that you know of no other company which can report commercial earnings from the development of original science in <10-20 years.
Nor that Neill is remarkable for re-financing the creation of IP and other assets for self funding VRS.

Do a bit of research to justify your intemperate criticism, which defies your formal intelligence.

[rafboy] 24/9/2019 13:06

No news from the AGM as yet?

[davemac3] 24/9/2019 13:05

sandbag24 Sep '19 - 11:43 - 79210 of 79217
0 8 2
Dave,

FYI this defines what is real graphene. Only VRS so far can produce the verified real stuff in quantity.





why didn't Vittoria come to VRS for their graphene ?

[nellyb] 24/9/2019 13:02

club, then if you think that perhaps you should sell and buy back later?

[smythe2] 24/9/2019 13:01

Srutable..... They are simply wind up merchants trying to apply and conduct themselves to a wider audience.I have no doubts whatsoever that they have taken positions in Versarien in some shape or form and have their own motives.

[1teepee] 24/9/2019 12:57

Those companies are fashion