Versarien Share Discussion Threads

[rheumking] 29/10/2019 13:01

Welcome back to graphitebot and fellow trolls it’s been cold and lonely without you
Presume you will be doing a bit of down selling to enhance your comments ?
All of which will be well balanced of course

[cotswoldsparky] 29/10/2019 13:01

Ridicule,

I think my maths is correct, I make that a 7% YoY return. When you take into account historic FTSE-100 yields of 3-4% reinvested (much higher in the Thatcher years, I believe), wouldn't you have been better off financially by putting it into a tracker fund?

Of course, that takes away the fun of stock-picking, which is why we're all here😃

CS

[rogerthegrouch] 29/10/2019 13:00

Rid - "...depressed the VRS price, when I can assure you, it is the failure of a big order that has done that"

In a sense this is true, as flippers like yourself are chasing the shining lights of incredible high risk stocks like BIDS (in the 30s i might add - ooof!) because you are failing to see the progress being made, failing to be patience, failing to understand the strategy at all. You'd rather gamble.

Whilst you are fully entitled to your personal view, its a false statement to suggest everyone is feeling this way. You, my friend, are in the minority and rubbing shoulders with characters like Peter Knowles! (Festario). Everyone else has their head screwed on and not blinded by greed.

Maybe re read my post 81379. A small minority (you included) have set personal timescales for big orders and completely missing the giant strides being made to set the foundations and positioning VRS perfectly to capitalize on the revolution.

[luckyorange] 29/10/2019 12:51

Any opportunity eh ridicule another opportunity to call it down , trying to justify your selling and pumping others up are you?

If you are concerned sell the lot and give everyone a break.... can't be far off now.

[luckyorange] 29/10/2019 12:44

I know of 1 guy with 1.3 million shares who is totally relaxed and buying any dips, there are many others . Yes it must be worrying for some but those that are relaxed with large holdings have few concerns and don't post on here nor do they feel the need to.
What they certainly don't do is call it down whilst selling , that is just daft.

[ridicule] 29/10/2019 12:43

Grabster we are in agreement. My point to the company has been AAC Cryoma already have the moulding and manufacturing processes for the components you refer to, that their customers have already paid for. Developing some USPs through lightweighting and improved strength by investing in demonstrator prototypes of components they already produce seems a no brainer to me; particularly as I recall market conditions were reported as tough in the last results.

[1teepee] 29/10/2019 12:41

Shouldn't you give superg some money for making you so much?

[luckyorange] 29/10/2019 12:38

So much for ridicules extensive research eh? He was there at the AGM has probably not read Shavian's write up and taking the opportunity to talk the company down again whilst promoting another share ... glad he is showing his ineptitude on here though, so I will give him a thumbs up for that!

[billwave] 29/10/2019 12:37

"Oh I see Billwave is back. Wasn’t a sign of him yesterday afternoon when the share price was rising. So predictable!!!"

Read my last one again, you've just confirmed it in it's entirety you muppet, or perhaps puppet would be a more fitting description for you.

[luckyorange] 29/10/2019 12:31

Shavian mentioned it from the AGM

" AAC business picked up well following a dull period. Management culture is adapting to the world of graphene and polygrene applications. One senses that this has taken a while to achieve"

[luckyorange] 29/10/2019 12:27

I am pretty sure that Neill has given feedback on that one several times grabster and will try to remember where. Didn't AAC get involved with the Polygrene, pretty sure they did and are?

[grabster] 29/10/2019 12:21

Ridicule: "..AAC still had no reference to components being manufactured using Nanene or Polygrene when I looked recently, yet trying to migrate their simple component customers in this direction ought to be a way of achieving a USP..."


I've commented on that a few times and wondered the same - especially as the reason given for buying the company was just that.

I fully understand that many of the products they manufacture for customers are very low margin mundane ones (supermarket delivery crates, shower trays, bathroom cabinet mouldings, etc) in which the customers are not going to see enough benefit to warrant discussing graphene - but they also produce interior and exterior mouldings for upmarket cars, in which the battle to achieve lightness is currently a fierce one. The company is barely a stonesthrow from the factory where Arrival are producing plastic bodied electric vans. They again are seeking lightweight materials.

As regards the possibilty of AacCyroma designing and marketing graphene enhanced products of their own - perhaps that is outside their mindset, if they are merely a contractor producing customers' designs.


Neill Ricketts, 3 years ago:
"For a young company like ours it's important that we fast track this technology through buying companies like this to be able to get to the market much quicker..."
Combining Versarien's existing graphene manufacturing capabilities with AAC Cyroma's knowledge and plant will create the first dedicated graphene enhanced plastics manufacturing factory in the world."



Versarien Plc's AAC Cryoma acquisition is "absolutely transformational" says Ricketts.

[markster66] 29/10/2019 11:51

Oh I see Billwave is back. Wasn't a sign of him yesterday afternoon when the share price was rising. So predictable!!!

[ic0gcds00] 29/10/2019 11:28

When are we going to say boom vrs

[johnveals] 29/10/2019 10:15

LO - I suppose that is the benefit of a 'network'.

Iofra is an infrequent poster and I also have no reason to disbelieve him but source information, when it can be given without compromising sources, is a nice to have and can differentiate between genuine information and blatant ramping (or deramping).

[luckyorange] 29/10/2019 09:49

We will know soon enough John, I am in the Iofra camp no reason not to believe him. Over a thousand PI's in VRS and in various jobs with some in other countries, some 'bump' into people in the least expected places, done it myself in the past.

[johnveals] 29/10/2019 09:33

cashorcard - yes, I agree regarding A Game.

However the larger point is that there is a tendency here on ADVFN for rumour to become fact and it is not unusual for people to misrepresent what others have posted. Sometimes this is deliberate, but other times it just seems like it is due to lazy reading when people misinterpret what is written and take from posts what they want to hear, not necessarily what was actually written.

Iofra was the first to post a very short statement about CL visiting China with no indication of the source, and therefore reliability, of this information, then it snowballed.

Accuracy matters.

[luckyorange] 29/10/2019 09:22

Thanks hew, amazing science and difficult to get your head around it. A couple of huge companies in China and there are in other countries , usually owned by billionaires and they will fight against change if it affects their profit.

However, if China does decide to embrace it then the companies there will toe the line or someone else will be put in charge.

[hew] 29/10/2019 09:12

luckyorange, not sure of protocol re responding here to your query on Twitter about whether graphene in concrete can produce a surface that cleans surrounding air, but positive info in this May 2019 journal:



A mention in para 2 of the Introduction:

“Nanotechnology innovations for construction industry comprise high strength, durability and sustainability of structural composites, self‐cleaning, antimicrobial, anticorrosion, and air purifying surfaces, as well as sensing devices and self‐sensing members for structural health and safety monitoring.”

Also something that had not occurred to me:

"Even more alarming is the amount of water irreversibly lost in cement matrix. Concrete production makes use of 18% of the global industrial water consumed per year and accounts for 9% of global annual industrial water withdrawals. "

So reduction in concrete required if graphene incorporated also reduces water lost.

[superg1] 29/10/2019 09:06

So I took a few weeks off, and the thread ended up as mainly arguments between those with issues and various spats developed.

On the other side I eft messages of, pales can you get a grip of the thread again, all from the really nice folk that I have got to know over the years. Some with successful businesses, heart of gold, genuine hard working very nice folk.

So for them, back to banning to stop this nonsense.

Please don't go down the road of, well it makes it biased.

That is a completely stupid argument, anyone can create a thread and they do. If it's a decent thread I'll read it, if it's full of idiots then I won't.



I read this one, although in the last few weeks I've hardly read any posts, just removed the dross.