Versarien Share Discussion Threads

[oracle6] 05/1/2020 22:38

Up and down it goes, its all A Game!

[sandbag] 05/1/2020 22:36

"LO with 27 mill"

Lucky Orange with 27 mill!!!!!

In that case the beers are on him next time!

[superg1] 05/1/2020 22:34

Mad time to sell considering the step change coming with commercial orders.

[superg1] 05/1/2020 22:27

If you mean me Marky I do this all the time on various shares to try to work out the seller and what MMs have left.

You can tell by the share price moves when MMs had none. The 150k was the run that knocked it again and held it there.

It's always the same when things bump along not doing much, when volume appears it's down to something out of the norm and very clear here.

It seems pretty obvious it is/was a holder of 1 mill plus. I can only guess re the reasons.

On timing, giving it to the end of the year then selling, needs cash for something, hit elsewhere.

The good news is it isn't LO with 27 mill or Miton and Herald with 22 mill.

When it's gone it's gone, whoever it is.

[superg1] 05/1/2020 22:19

So the sells.

That run amounts to 1.3 mill shares and it seems fairly obvious most if not all of them are from one source.

That fund of 150k in 4 mins around 2.30pm on the 3rd has me wondering if that was the last lump. 400k for the day v 700k the day before.

It's those large sells that have been keeping the MMs in supply and causing the drop.

Early on the 3rd the share price was going up on not a lot of buying so the MMs had no stock.

A run of those sells 8.30 to 10.30 hit the share price and gave the MMs around 300k shares with a 55k chunk bought.

11.30 on some buying continued and I estimate the MMs got down to under 100k left.
Then 2.30pm the 150k hit probably taking them towards 250k again.

After that the buys v sells were 240k v 100k meaning around 100k plus with the MMs hence the share price loitered around the price.


So we'll have to wait and see if the seller is still around this week. Perhaps that 150k at 2.30pm was the last lump. Once they are done it will jump imo.

[markyboy5] 05/1/2020 22:18

That didn’t take long 😀

[superg1] 05/1/2020 22:08

The supply/seller.

Sadly I was busy so didn't have the option to watch level 2 to see which MMs were active.

It seems fairly obvious a large seller had appeared with a number of 25k plus sells appearing which knocked the share price

It's very disorganised as if someone needs cash quickly.

It seems to have started on the 30th. All was calm until around 3pm, then a number of larger trades came in for about 190k.

31st calm but about 50k.

2nd was the busy day 71k kicking it off, 52k, 100k, 122k etc (just an example of the larger trades. In all it came to about 700k

3rd
Lots of 25k trades.

If you look at 14.26 to 14.30 there are 3 trades amounting to 150k.

The total of the bigger trades was about 400k.

After that nothing.

[mavfav] 05/1/2020 22:02

And importantly SG it's all been tested to have the same quality at quantity I know sooomething

[mavfav] 05/1/2020 22:00

Supernumerary seriously you don't have to answer for the Boracle That is unless you are that profile as well as the 2 aren't seen together And boy you have followed a share for 6 years without owning any stick in it. Remember not to invite me to your party as it will obviously be full of other people that don't exist talking about everything they have no interest in I know nooothing

[superg1] 05/1/2020 22:00

Spike

You mention the 3 tonne kit.

Some twist the facts or more accurately deliberately lie.

Prior to that VRS were doing 100 grams per day.

EG the Oil and Gas 12 kg order. Mon-Friday 1 shift per day that would take 24 weeks to make. Obviously the costs of that equate to 960 hrs of production labour.

VRS are screwed during that period for any other orders

Around 3 kg per shift it takes 4 days or 32 hours. That's ignoring the Nanene/HP split, but as you can see, the new kit does such orders in 4 days instead of near 6 months.

Larger kit is about economy of sale as above. The example of above makes the 3 tonnes kit 30 times quicker. The staff numbers won't change much if at all.

[supernumerary] 05/1/2020 21:50

'Oracle if you actually read all the official stuff that’s published and also the stuff that’s communicated through the investor events or even attended some then you might actually understand the company'

On the other hand he might do all that and still end up knowing nothing :(

[davemac3] 05/1/2020 21:41

testing must have been completed on the AECOM arch by now, we must be due an update.

[arab3] 05/1/2020 21:33

Nico why would you buy sub 50? Do you see a future for it?

[superg1] 05/1/2020 21:22

hmmm 236 posts to read, been busy hopefully most of them are filtered.

Just about to sit down and work out how many the single seller has sold (that's what it looks like to me).

When volumes go up like that and combined with the larger regular sells, it suggest a largish seller. We don't have many on that list.

[mavfav] 05/1/2020 21:22

Oracle if you actually read all the official stuff that's published and also the stuff that's communicated through the investor events or even attended some then you might actually understand the company Wait you aren't an investor I remember now. They are published on other channels but wait I don't think you are on there anymore either Maybe you should bring your agame I know nooothing

[rogerbridge] 05/1/2020 21:20

Jointer, I think they are just incapable of understanding, they are better off investing in some mature business with products that have not changed for years.

Nice and easy to understand and it doesn’t take a lot of out of the box thinking or vision, certainly not one to excite D Cummings.

However, it is these same type of companies who will not know what has hit them in the 4th industrial revolution which is now upon us.

I am extremely confident that we are going to have an awesome 2020, there has been so much planning and careful preparation with the assistance of Her Majesty’s Government.

I know Boris Johnson is well aware of the importance of Graphene, he knows Neill Ricketts well and I am sure his industrial strategy will differ from those of previous administrations. We thank the previous administrations and people like Dr Fox, for the secondment of Matt and other personnel.

A large number of shares have changed hands and detractors were in full flow last week, I do not know if someone is building a stake and wants in cheaply, but it looks a good time to,buy, well at least to me but do your own research.

One thing is for sure, if we were listed in the USA, you could easily add another £1 or two to the share price. Unfortunately the city it’s is full of also rans with not a lot up top.

[davemac3] 05/1/2020 21:13

jointer13 - deluded

[jointer13] 05/1/2020 20:56

They genuinely do not understand....good

[1teepee] 05/1/2020 20:54

OMG You don't understand

[loglorry1] 05/1/2020 20:50

Don't worry Dave they only had around 12Kg of orders in 2019 anyway.

BTW NanoXplore will soon bring online their 10,000 T/year plant. I think someone said earlier "think about why they might need this".

[supernumerary] 05/1/2020 20:49

mavfav - you know nothing. I've been following it for over 6 years, and never owned shares. Now at least you know something :¬)

Bobsworth - that was a grant from the EU, not from Airbus ie they are, like VRS, a recipient not a donor. When we leave the EU, most of Airbus (registered in the Netherlands and traded in Germany, France and Spain) and all of the EU grants will disappear.

[iain dick] 05/1/2020 20:49

Versarien.

The real world lead in Graphenes.Yet to find another graphene company anywhere in the same ballpark with such tremendous university and government support


who else is in the same league ; just how many global opportunities are there ?
The business has truly moved on from the "Nanene only days "







Biogrene yet to be formally launched




“We have shown great progress in our graphene businesses. It is a very exciting time ahead, and we look forward to more collaborations and the commercialisation of our technology.”

Available ....

[jointer13] 05/1/2020 20:48

Scale up...simple.

[jointer13] 05/1/2020 20:47

Davemac.....they can produce as much as needed....been discussed many a time as you know.

Very simple...just get more machines....can you understand that.
It appears you haven’t understood it in the past