Versarien Share Discussion Threads

[ashehzi] 28/11/2019 09:31

Zotefoams PLC - Strategic Partnership with Nike via
@voxmarkets

I remember this was in dec2017 and ZTF rose £1 in a day. I remember it because i sold just before this news.

And that was " a strategic partnership with Nike to develop footwear technology and
supply materials for the global footwear, apparel and equipment company."
not a product to the market but 1st develop...

[1teepee] 28/11/2019 09:22

I think he doesn't want to get sucked into saying things he cannot be sure about

[1teepee] 28/11/2019 09:21

So this is a manufacturer deal. This is the highest rung, next distribution deals and then dealers and then customers

[tim3416] 28/11/2019 09:18

What brilliant news that was yesterday, derisking this investment even more. The tipping point has indeed been reached! Neill clearly excited at delivering the first of the big 5 with more to come. Foundations done, now the walls are going up. Those holding here and ignoring the noise will be richly rewarded! Hmmm wonder what's next :-)

[club sandwich] 28/11/2019 09:07

grabster. did VRS even struggle above 100p yesterday at close? It did not.

But clearly NOBODY in the markets is clever enough to appreciate the genius of this latest 'deal' from Rickets.

Or maybe they all saw it for what it is: a desperate gamble from a desperate mgmt team to deliver something - anything - to placate restless s'holders.

A collab agreement dressed up as some kind of 'commercial' deal.

If it's commercial, can someone describe the commercials to me please?

[grabster] 28/11/2019 09:04

CS sounding like The Black Knight from Monty Python.

(Except when he is reciting "What did the Romans ever do for us?)

One of the significant aspects of yesterday's announcement is the very fact that the partner is named. The nda veil is withdrawn and it really IS a big textile company that's revealed, not a disappointing minnow. I look forward to the same thing happening with other anonymised collaborations, one by one (like the dance of the seven veils. Five veils version)

[club sandwich] 28/11/2019 09:00

"He was far too vague on sales, given the RNS is a commercial agreement, and spent far too much time talking about Tesla."

It's almost like he didn't want to talk about this deal because actually this deal is meaningless from a revenue perspective for the foreseeable future. He said as much himself.

[jointer13] 28/11/2019 08:46

i did like this.

"it outperforms in independent testing what is currently out there.
so that's why there is so much interest"

its all about the quality.

[ridicule] 28/11/2019 08:41

AquaeSulis01 At my point 3, I was highlighting the general fact that new textile product launches peak at Christmas time and, given a 45,000 Sq m trial run of smart material had already been announced in an earlier RNS, it was a reasonable consideration. I agree NR, whose Vox performance did come across to me as lack lustre, compared with other interviews he has given, has made this assumption much less likely to proveD right. He was far too vague on sales, given the RNS is a commercial agreement, and spent far too much time talking about Tesla.

[bbmsionlypostafter] 28/11/2019 08:29

I'm not going unless it's an Advent calendar with a countdown. Just like at Cloudtag.

[club sandwich] 28/11/2019 08:27

Christmas lunch! How very cosy! Beats delivering actual contracts and revenues, I guess...

[loglorry1] 28/11/2019 08:26

Neill sure likes TSLA. He should sell more of his his VRS shares and back Musk.

[billwave] 28/11/2019 08:23

Yes, it is all there for all to see. NR understood that for the sake of his share price his next RNS had to contain the words "commercial deal" so it appears he has produced an RNS stating this even though there is no presence of any revenue generation involved, in the short term at least. As Club points out, recognition of this is demonstrated by the market reaction.

[66sequoia] 28/11/2019 08:19

Https://twitter.com/neillricketts/status/1199961325100777473?s=09

[jointer13] 28/11/2019 08:12

all there in black and white...for them that understand it.

[jointer13] 28/11/2019 08:10

what a brilliant strategy...

this is just the start of commercialisation...and what a start

[club sandwich] 28/11/2019 08:01

Jointer - then clearly NOBODY in the markets understands. Look at the price action yesterday. Utterly pathetic. Will the other 4 be 'commercial deals' too? Can't wait. Bring on the takeover.

[nellyb] 28/11/2019 08:00

Yawn. Congrats to the Versarien team.

[rainbow23] 28/11/2019 07:58

VRS have achieved a first in commercial deals. There's no money involved.

[jointer13] 28/11/2019 07:57

nice to get no 1 in.

them that understand will be elated.

come in two of five...your time is up

[club sandwich] 28/11/2019 07:49

"Nailing that first major commercial deal was what I had been waiting for."

if it's a commecial deal where's the money?

[chillpill] 28/11/2019 07:47

Just looking at the proposed Market Cap for ByteDance (TicTok) of over $90bn.

Not sure I will be buying that one!

I do believe the future for VRS is not on AIM but either NASDAQ or possibly HK. First they need to get the commercial deals up and running.

Yesterday was a watershed for me. Nailing that first major commercial deal was what I had been waiting for.