Versarien Share Discussion Threads

[tim3416] 08/12/2019 20:56

For clarity from SG1s post"No one is saying that as far as I know and I'm sure we would have been told about it as it would add about ?3-?5 to the share price "

[festario] 08/12/2019 20:49

Laginaneil, I don't expect that you like being told who you can and can't speak to.You pay for the privilege of doing exactly what you want on here.Your opinions have always been even handed, and I accept your viewpoint.I think SuperG's prediction of Graphene sales adding between 3 and 5 pounds to the share price to be absolutely ludicrous.He's either wrong, or privy to inside information.Neither is a nice place to be.

[supernumerary] 08/12/2019 20:45

lag - ignore the gerbil, he goes away if you do. My posts, which he claims not to be able to read nearly always provoke a response, and usually one as silly as this one. 'No one is saying that, but...' and he goes on to say it. But of course it's all total fantasy - they're not doing anything even remotely like that, so why raise it?

Ref your 85445, I'm not completely sure what point you're making.

Are you suggesting that VRS should tell no-one about its graphene? Or its potential use in textiles? Or some specific consumer product eg T-shirt or fabric that's been dreamt up between VRS and MAS? In my view if VRS has something valuable they should let the world know about it, now! so they can get it to market before their potential competitors - what would be the point of hiding it, they'll just get swamped.

But there's nothing secret about graphene in textiles. Try this very obvious search:



or indeed any other similar such search. You'll find it's everywhere, already.

Click the Alibaba link in the hit list from that search - doesn't that unnerve you just a bit? All of this is what Ricketts is claiming/hinting his graphene is going to replace when it dominates the Chinese market. I find that diminishingly likely, but if you choose to believe him that's your prerogative.

Ref your 85446, it is a possible explanation. Is it one that's ever been given? I've never seen it - I always believed the capacity was to produce real, not virtual, graphene. Was there ever an announcement that even hinted that they wouldn't use the capacity, merely demonstrate its existence?

Remember Occam - 'When trying to explain a thing, it is vain to do with more what can be done with less.' The two simplest explanations for what we see are that VRS is making graphene but not selling it, or that it's producing to meet market demand but that is well below the full capacity of the equipment.

[bbmsionlypostafter] 08/12/2019 20:34

NR's relentless & farcical promote of VRS on social media, which is going to back fire on him, has ensured an audience.

[mandatory] 08/12/2019 19:53

Are we expecting any “proper” Graphene revenue in the results?

I’m hoping so, but I get disappointed a lot.

[laginaneil] 08/12/2019 19:49

Hello Superg,

Ye you probable right, my normal helpful self.

Supernum was on my filter list till tonight and I got curious - as you do.

[superg1] 08/12/2019 19:26

Lag

Can you not engage please, but just to say if they have been selling it at £10 per gram at the current capacity, then it's a £30 mill per year run rate.

No one is saying that as far as I know and I'm sure we would have been told about it as it would add about £3-£5 to the share price

[laginaneil] 08/12/2019 19:03

Fest, Supernumary,

The fact that the machine capacity is not likely to tally with earnings from
some considerable months back could be explained by the fact that they HAVE
to put that capacity 'in place' to convince for example an aerospace customer
that they sure can supply.

As stated in the Graphene Flagship aerospace quote 'stuff' about volume
availability.

And especially since they maybe a 'single source'.

[laginaneil] 08/12/2019 18:52

Hello Supernumary,

Well if you were onto a super new product line, that you wanted to get into
customers products before competitors could get in there, you would advertise
it all over the web eh? Umm..not a good plan.

Bering in mind Neill has no exclusivity with them and can show it to their
competitors. (So they don't 'drag their feet'.)

Also remember Neill highlighted all the NDAs in the manufacturing chain to keep
it all secret.

OK it could all be smoke and mirrors but I don't think so.

I will give NR my vote.

[supernumerary] 08/12/2019 18:42

It's one thing being a thicko, but advertising the fact? If 26 posts are filtered, how does even the best-trained gerbil know what they contain? Oh yes, people keep messaging him with copies. And then he reads them :)

Anyway Mr G, we'd all like an update on that Graphene Flagship aerospace bid for which you reckon VRS is the 'only company that ticks all the boxes'. Bids closed at the end of August, so if you're right, the award should be any day now.

Of course if I'm right, it's worth SFA so not worth getting excited about anyway, and it'll go to an EU company, which means VRS has no chance (and no, GnoGnomat certainly doesn't tick enough boxes). Hardly worth wasting time on when world domination is just round the corner, I'd have thought.

As ever, time will tell...

[tim3416] 08/12/2019 18:15

Just thought I'd look in here after a lovely day with the family...wish I hadn't bothered now. What a sad bitter twisted life some people on here lead trying to provoke arguments and scare folk out of their shares and money:-( Good job there are other places for decent folk to chat. Looking forward to an interesting week, don't listen to the noise! Remember, it's impossible for them to buy back any decent quantity of these shares without pushing the share price up. Don't give them yours!! ;-)

[aquaesulis01] 08/12/2019 17:47

Then my point stands bbms, those interested in VRS will be watching whenever the results are published and the date selected is immaterial. TW and co must be scratching around for a story if that is all they can come up with. Personally, I am not expecting a good news story on the financial front yet so my expectations are low and hence I wont be disappointed on the day, and if there is an unexpected upside then happy days.

[superg1] 08/12/2019 17:37

Some more stats for you.

33 posts since I last looked, 26 filtered (79%) 0/33 about VRS (0%)

Thanks for the stats, thanks for the pic, goodbye until the next avatar registration.

[1teepee] 08/12/2019 17:11

You write a lot of lies

[1teepee] 08/12/2019 16:59

All in the rns history

[1teepee] 08/12/2019 16:59

It was for a kg. Way back , for McLaren

[pshevlin] 08/12/2019 16:31

Sorry teepee, what is the £100,000 for? Not 3T of graphene surely?

[1teepee] 08/12/2019 16:25

That was years ago when the company was smaller. So the value of the order compared to the revenue as a percentage was larger before, so that's y the rns. Bigger company now , so £100000 is smaller in comparison to the current revenue

[rainbow23] 08/12/2019 16:09

I hear rumours of a placing on the way. Fancy that now!!

[bbmsionlypostafter] 08/12/2019 16:07

No IIs = no borrow = no shorters.

That's a pretty weak defense of NR's 'bury bad news' tactic - nobody is watching anyway. VRS is the new darling of AIM mugs, following on from former favourites Cloudtag & Quindell. Plenty of people are watching this.

[supernumerary] 08/12/2019 15:42

Fest - you're right, there should be significant revenue in there, but the facts are implacable. VRS is happy to RNS orders of £50-100K, on the basis presumably that while of negligible value, they're of some strategic significance.

In order to hit £2M they'd have had to have skipped 20 such orders of £100K each or equivalent. Think how many holes that would have filled in Ricketts's album of cigarette cards - he really couldn't resist.

I accept there are probably small orders of a few hundred quid at a time coming in as people experiment with the 2D products - useful for testing purpose or stocking a university lab cupboard maybe - but there's no way these can amount to £2M, let alone £5M.

So where's the production gone? Inventory? Free samples? Internal R&D? Only Ricketts knows and he's never said in the past, why would he start now? I was struck by some poster commenting that VRS retained all the rights to the textile materials that were tested by their new collaborator, MAS. In my world you only get the rights if you pay the bills, so I'm assuming that VRS paid most or all of the costs for these test samples. Maybe Ricketts is just giving it away?

Incidentally, MAS themselves seem somewhat underwhelmed:

It remains quite a paradox to me that a company that can't sell its product in its home market, nor in the nearest available market, Europe, nor in the friendliest market, the USA, is suddenly going to become the major supplier to the whole of China, where it has no special access, presence or history. Time will tell...