Versarien Share Discussion Threads

[adejuk] 24/10/2019 16:37

thankyou roger
that warmed my dribble by 1 degree :-)

[rogerthegrouch] 24/10/2019 16:35

One of the most reassuring and refreshing reasons I'm heavily invested in Versarien is the fact that you can almost guarantee there will never be a bad news RNS. Most other shares on AIM you wake up in fear of that RNS, in case its yet another placing or some other catastrophe to devastate your holding.

The business is in exceptional health, delivering superbly against its strategy and has a pipeline of juicy, and importantly positive, RNSs to come.

When you see a stream of sells like the 10ks we see in the trade history on other shares it is more often than not a leak of bad news and folks getting out. However, we can be almost certain that is not the case with VRS as the chances of bad news is incredibly thin (think width of graphene thin)

Our 10k seller is a large holder derisking (at completely the wrong time imo) as they have no doubt been influenced by the lies and fantasy dreamt up by the detractors and proliferated by greedy individuals in private twitter groups.

Whatever the reason for the persistent selling, it has nothing to do with the business as that is fully financed, fulfilling the strategy and exceeding expectations. If you are at all tempted to sell i would strongly recommend reaching out to Neill to discuss.

The seller is running on fumes and I foresee a strong bounce, a juicy RNS at the top of that bounce would be a delight.

[adejuk] 24/10/2019 16:33

fest
vrs is a great co in the making
it's the timelines and expectations that have evoked this bitterness and defensiveness between posters
nr got it wrong and i think he knows it
it doesn't change the projections
the 'only' certified' producer on the globe
the question is how the company - and nr - monetise that.

[woodpeckers] 24/10/2019 16:16

supernumerary- Here is the link...it was a link from the page that you posted so I presumed that you would have seen it, but my apologies...


I don't see the info you give on the link that you provided (industrialnanocomposites.com), perhaps you could help?

You say: "Since that was two years ago, I've little doubt they've further advanced since then." ...so presumably you can as asked give me a page reference showing that Avanzare are selling graphene enhanced polymers similar to Polgrene?

[cheek212] 24/10/2019 16:13

Can get a quote to sell 50k no problem.

[mr22449] 24/10/2019 16:10

Hi, don't post here very often - in fact I think this may be my first under this id. No doubt when compared with others I don't have an absolute shedload of these but at the moment I can sell them all, 50K+ (albeit at 91.2p when I started typing and now 90p). Sometimes (quite often) can't get a quote for 5k of them. I'm assuming this means that someone else is happy to take them, therefore I can sell if I wish. For what's it worth, I intend to hold as many as I can for as long as possible (2-5 yrs) - although days like this test that resolve ! Thanks as well, to all those who post such interesting and thought-provoking information.

[mavfav] 24/10/2019 16:03

If fest ever says my posts are decent I'll know the happy pills are kicking in Cuckoo cuckoo I know nooothing

[club sandwich] 24/10/2019 15:55

A few simple questions for Graham Wood:



What was it led you to believe that HUGE deals would be materialising around Sep (Q3/Q4) 2018, more than a year ago?

What was it led you to believe that it wasn't 'safe to cross the road' because of impending unexpected events around March this year (Q1/Q2)?




Very obviously you were wrong on both counts. So one last question:



Why should anyopne take seriously anything you say? If your much-vaunted 'research' was so clearly wrong then, why should anyone believe anything you say about VRS going forward?




A busted flush, just like Ricketts.

[supernumerary] 24/10/2019 15:52

Woody - do you ever actually think about stuff before you write it? No reference given in your post, but I assume it's from the project specification ie describing exactly the problems the project was designed to resolve. Post the project completion, this is what they said:

'PolyGraph Project to exhibit at Industrial Nanocomposites 2017
2nd October 2017

PolyGraph, a multi-partner EU project led by NetComposites in the UK, will be exhibiting at Industrial Nanocomposites Conference, 10th-11th October, Stuttgart.

The PolyGraph project has developed a range of graphene enhanced materials where improvements were made in the strength, stiffness, electrical conductivity and thermal properties of polymers. These materials include fibre-reinforced composite resins, coatings and adhesives.

During INC, PolyGraph will have a stand in the exhibition area where you will see case study examples of the products made and get the opportunity to meet with members of the consortium. There will be end users, researchers and material suppliers available to answer your questions. In addition, there will be presentations and posters related to the work performed during the course of the project.

On display will be our combined composite demonstrator which showcases the graphene-enhanced composite materials, coatings and adhesives developed in the project.

for full details of the conference, visit industrialnanocomposites.com'

Since that was two years ago, I've little doubt they've further advanced since then.

LO - I thought you'd dropped out - there was a long period when you didn't post as I remember? You're still up to your old tricks of not bothering to actually read stuff - you've got too used to the gerbil's nudge nudge wink wink operations :)

First, did you check woody's link before you butted in? No, I thought not. Then, did you actually read the avanzare catalogue? No, I thought not. Not to worry, Ricketts has it all under control...

Mr Gerbil - do remember I'm on all your lists, including your 'never-unfiltered' list :) I know it's hard to keep up, but keep trying. Anyway, I've been knocking VRS since it listed, and after 6 years, Ricketts still hasn't proved me wrong, so I expect I'll have cause to keep it up for a few years yet.

Ah well, real life calls again. I'll leave you to it for the moment...

[clint fleecewood] 24/10/2019 15:52

Oooof! What happened? No RNS.

[adejuk] 24/10/2019 15:52

and tomorrow we open at what?
90p

[adejuk] 24/10/2019 15:50

nobody can dispute the substance of club's diatribes. it's his emotionality that disturbs.
neill has consistently been carried away by his enthusiasm - which he has now reined in.
i have great confidence in him and the products but i am ashamed that at my age i have allowed myself to be carried away by his enthusiasm. i have too many T shirts and am over exposed. as i have said before; if i were 50 i would be chilled. i'm not and i'm not.

[mryl] 24/10/2019 15:44

supernum. thank you for the links, this is how I want to see a bear case being presented, with opinions, facts and references.
Dismissing these links straight away without question would simply be a case of bull bias.

Reading this kind of stuff does make me slightly uncomfortable with my investment especially when A Ferrari says:

"In 2019, there is no major issue in scaling up graphene production. In Europe, we have many companies able to produce multiple tonnes of the material per year – if needed, they can even produce hundreds of tonnes. This is also true, of course, for companies outside of Europe as well. Europe also has numerous companies that can produce films in sizes up to hundreds of square metres.

There are certain misconceptions when it comes to graphene, including that it is difficult to scale up production or that we have a bottle neck there. The real issue is matching the graphene that is produced with what you want it to do; that is a challenge, because each application has different needs. [...] the most successful companies are not simply producing graphene in whatever form and shipping it off to a customer; rather, those companies are working with the end user to tailor the graphene to the end product. And so, in this sense, the need for standardisation is less stringent.

At the moment, if companies are asked to produce tonnes of graphene then they will be able to do so. But that material is unlikely to work immediately for the intended application. There is thus a need for these companies to work together with the end user to make sure that the graphene is modified and functionalised to fit the given requirement."

Not necessarily what we've heard from NR about issues with scaling up or superg about functionalisation not being needed...

Please do not attack me for writing this, I just don't know what to think!

On the one hand there is this kind of stuff that raises red flags, and I've got quite a few red flags during the last 12 months, and on the other hand all the collabs with multibillion global companies, China, involvement of DIT...

I guess we'll soon know who was right.

[billwave] 24/10/2019 15:42

Good afternoon Timothy, I'm happy to be put straight on anything I have posted that is found to be factually incorrect. Just a thought, but for the purpose of achieving fairness perhaps you would be a good candidate to take part in the daily listing of the points pinned in the header, together with a progress update and how that translates to orders, sales or revenue of any kind for VRS? Happy for you to take the lead. It would probably make good sense to start with number 1. Regards.

[adejuk] 24/10/2019 15:42

indeed fest
and more than a little infantile frustration !

[adejuk] 24/10/2019 15:39

no, lucky
i earn a vg living diagnosing others.

[luckyorange] 24/10/2019 15:36

Have you been diagnosed with an illness ade, just wondering?

[adejuk] 24/10/2019 15:36

the only reason i don't filter club is that he articulates the doubts of all of us. he is ott but a useful balance to the rose coloured glasses through which most on here look.

[adejuk] 24/10/2019 15:34

as i recall, almost all stock is in nominee [pi] accounts - not II

[tim3416] 24/10/2019 15:33

Hell they’re all out today!! It’s like the derampers Christmas party lol

[adejuk] 24/10/2019 15:33

no lucky. that is only part of the story
ano part is substantive [£] news to support a valuation which will make us all happier.

[luckyorange] 24/10/2019 15:30

I seem to remember you saying something similar before ade, , when whoever is reducing their holding has no more to sell then it will go up, that is the way it works.