Versarien Share Discussion Threads

[rogerthegrouch] 11/11/2019 17:01

To his credit, he is quite good at spinning a false bear case. Clearly running on fumes now. His puppeteers will not be happy.

[lse999] 11/11/2019 16:56

Haha, Schmally totally owned loglorry and all he can come back with is. I can't be bothered with you. Out of your depth pal

[rogerthegrouch] 11/11/2019 16:52

Log is getting owned - lol

[richgrumpa] 11/11/2019 16:47

Well said Schmally. Agree with your post whole-heartedly.I don't really interact with detractors on here; not good for anyone's health. Glalth's!

[loglorry1] 11/11/2019 16:47

Schmally to be completely honest I can't really be bothered with you. I can see you have a high opinion of yourself and on your ability to pick good stocks and you think VRS is a fantastic opportunity. Good luck.

[melf] 11/11/2019 16:44

Game, set and match Schmally!

[schmally] 11/11/2019 16:43

And in response to your comment, "God help anyone you have put into VRS at these levels", I have not advised anyone to invest in VRS. I'm not authorised to give advice and would never do so. My company is a product provider, selling products to financial advisers. Unlike you, I have no interest in influencing investors (prospective or existing). It's worthwhile sharing information and challenging misleading statements and half truths, but I have no ambition to steer people towards VRS unless they fully understand the risks of volatility and have researched thoroughly. Your job however, seems to be solely focused on influencing investors to either buy or sell shares that no doubt you have a financial interest in. You also don't seem to have any track record of any significant successes, so more fool anyone that takes any notice in anything you say.

[schmally] 11/11/2019 16:30

I think it's been discussed enough times in detail with regards to the circles you move in and the influencers in your group. Do you really want us to believe that you post independently and without any form of coordinated effort with others? I think that pretence is totally futile now.

I don't really know what you mean by "hangers on". Unlike you, I'm not part of any group. I'm simply a LTH who believes that my money is best invested in VRS in the long term compared to any other options available, based on what I have learnt about the company and the personnel involved. I am influenced by facts and research and not by SG, or rampers or over enthusiastic idiots like Club (as he used to be) predicting £x per share. My expectations are based on rational thought and analytical thinking and common sense suggests that a medium/long term investment with VRS offers fantastic risk/reward ratio.

Unlike you, I'm nobody's puppet and nobody dictates anything to me. You seem to think that every LTH is a member of some cult which you seem to have invented, but the reality is most investors that I know are intelligent free thinkers, with sensible balanced expectations and a strong focus on risk mitigation.

[1teepee] 11/11/2019 16:00

I am the director of all the teepees, I live in number 1 teepee

[loglorry1] 11/11/2019 15:54

So now you seem to know I'm in a "gang" and you know who the other members are.

God help anyone you have put into VRS at these levels. Kind of confirms what most people think about these kind of hangers on.

[schmally] 11/11/2019 15:37

Loggy,

I'm not hiding being an Avatar though. I have previously confirmed who I am and the business that I'm a director of and I also post on Twitter in relation to VRS under my real name. I've also challenged a number of your gang directly on Twitter (all of whom bar one post anonymously and refuse to reveal their true identities. A number of posters on this board will know me personally, so you're well wide of the mark I'm afraid. It's not however always a comfortable feeling giving the likes of yourself and your troll mates those details however, because it's clear you're quite a spiteful bunch.

Just for your benefit, I have been a director of a SIPP and SSAS business, within a global multi billion employee benefits and insurance broking firm for the last 11 years and managed large outsource contracts for major companies. However, I certainly wouldn't feel qualified giving Neill any tips on running his business, as it's clear that Neill and the team have a very clear strategy and I've every confidence they will deliver fantastic results.

I'm not aware that you've had any involvement at a senior level with any "successful" businesses, but please feel free to enlighten me if I'm wrong.

[loglorry1] 11/11/2019 14:43

For those of us who have managed successful businesses,

LOL you seem to know a lot about me and make claims yourself but still hide behind a avatar and refuse to tell anyone your real name.

Let's not get personal though.

Why do you think Neill has run a successful business. He raised money based on an idea Versarien Cu which was a huge flop and using that money he bought some traditional businesses that have never generated any cash.

He's been very good at selling shares though.

[schmally] 11/11/2019 14:36

Wow, If ignorance is bliss, then you must be living in 7th heaven Loggy. I appreciate you have never ever managed a successful business or had to manage and deploy high numbers of staff across multiple divisions and disciplines, but your lack of understanding regarding capacity planning is a bit embarrassing.

For those of us who have managed successful businesses, we can fully appreciate the choices Neill and the team must make and the challenges regarding prioritisation of an overstretched resource base. Are you really so thick as to really think that if the 3 tonne facility is not running on any given day/week, that employees are simply sat around playing on their phones doing crosswords waiting for an order. Jeez, my 17 year old son understands the VRS model and strategy better than you.

My earlier comment suggested that one or both parties involved in a collaboration may have to focus on bigger ticket projects and it's clear Vivo will be low down the list in terms of potential revenue compared to some of the global majors that VRS are working with. To pursue and successfully conclude those "bigger" collaborations takes massive resource commitment for a small business in terms of product testing and development work, so if they need to put on hold smaller relationships in the short term to focus on the majors, then the choice for an astute businessman is easy.

Whilst you clearly prefer this to not be the reality, you also forget that VRS also has plenty of cash available with a fairly slow cash burn, so unlike other competitors in the market, they are NOT constrained or pressured into having to get products to market quickly to stop haemorrhaging cash like other graphene producers. Their astute management and tight financial controls have given them breathing space to allow them to focus on bigger projects with longer timeframes, which will bring in massively higher financial reward.

I've attached the following link which may want to read before you comment any further on VRS strategy and focus.

[jointer13] 11/11/2019 14:05

talking of textiles...this can't be far off.

24 September 2019

"As reported on the 26 July 2019, the Company had signed a Letter of Intent with its Asian based textile partner. I can confirm that advanced discussions have now been held with the intent to sign a formal commercial partnership in the near future."

[luckyorange] 11/11/2019 13:50

"Textiles? This is likely to be an early win, because the testing lead time is much less critical than in Automotive and Aerospace.

The existing ink-based printing method is simpler but more costly because two processes are required in manufacture.

The new infused graphene method just finished testing with Leeds University has been more complex to solve initially but is more promising because it cuts out one whole process and should prove to be cheaper.

Customers could produce textiles using graphene from the current 3Ton type of machine set up locally in a container. VRS has the capability to meet current and anticipated orders in textiles."

[davemac3] 11/11/2019 13:46

MikeB,

Thanks for your detailed response (83035). I guess many on here are beginning to realise that these collaborations are more complex and take more time than originally anticipated. A quick win that generates a decent amount of revenue would be nice though.

[ewads] 11/11/2019 13:44

spot on johnveals
If there was an equivelant system like football's VAR especially adapted for AIM threads, then there would still be arguments. People will always try to gain a competetive edge.

[sandbag] 11/11/2019 13:40

From a Graphene Council blog dated 19/10/19:

"These two Graphene Flagship spin-offs join the numerous other companies in the Versarien group, creating a real force to be reckoned with for graphene commercialisation and business growth."

hxxps://www.thegraphenecouncil.org/blogpost/1501180/Graphene-Updates

[johnveals] 11/11/2019 13:18

Great posts from Mike Brenner.

I never cease to be amazed at the ability of people to superficially look at information and interpret it to suit their needs or wants, often at odds with what was actually written and, all to frequently, deliberately.

[1teepee] 11/11/2019 13:15

That's what I tell people , but they tend to get upset.

[loglorry1] 11/11/2019 13:06

You are comedy gold. So they've been carefully managing, prioritizing, and scheduling workload such that for the past 11 months of the year, when they stated they had 3T of capacity, they've sold almost nothing!

You then go on to say Their graphene shoe is unlikely to be a massive seller due to the focused demographic of the end user and with small graphene loadings involved

Ermm so why not run the machine for 5 days and get the (initial) order out!

why on earth would they dedicate precious resource to progressing that project ahead of things like Aecom

Cos they aren't precious resources. They don't have any significant orders for their graphene not from AECOM or any other of the collaborations. Do you think an order had been placed by AECOM and Neill forgot to tell everyone!

You are so funny. Keep going.

[mryl] 11/11/2019 12:55

Mike thanks I appreciate you taking the time to post you pov as a more experienced investor. "the core problem which i'm sure you are learning but i repeat for others sake is that you shouldn't "listen" to superg1 and I (or anyone!)" Yes, I have come to learn that, especially on other shares on AIM!

[schmally] 11/11/2019 12:55

I presume you are referring to my earlier post Log, which as usual you have twisted to suit your agenda. My suggestion that either party involved in the relationship may not have capacity, is simply the reality of smaller businesses with multiple plates spinning.

They have to prioritise deals and development work sensibly and focus on the projects that are most likely to deliver in the most effective way for the business. If VRS has 60 collaborations for example, it would make no sense working on them all continuously and prioritisation is essential. Vivobarefoot for example, may be well down the bottom end of the list of priorities for very good reasons, such as them being a small company with fairly insignificant potential sales expectations.

Their graphene shoe is unlikely to be a massive seller due to the focused demographic of the end user and with small graphene loadings involved, it won't be worth much to VRS bar some decent marketing and press exposure. Therefore, why on earth would they dedicate precious resource to progressing that project ahead of things like Aecom and China. All companies have capacity issues, unless they are shrinking, so the longer VRS are stretched beyond existing capacity the better.

Surely you can do better with your VRS knocking Loggy boy. That was another poor effort.

[loglorry1] 11/11/2019 12:42

lol, I've heard some good excuses in my time but now apparently VRS can't sell any Graphene because they don't have enough capacity to meet orders.

Don't you think (although it doesn't fit with your bias) that it's really just cos they have no orders and thus have no sales.

Surely if an order for 3T dropped they could just replicate the 3T production unit they have (or just use it even).