Versarien Share Discussion Threads

[woodpeckers] 06/1/2020 10:50

Great post schmally, thanks so good to hear logical thought processes!

[spike_1] 06/1/2020 10:47

Turbo - I take your point - I shall again desist. T'was but a momentary lapse your honor.

And thank you ;0)

Best wishes - Spike

[nellyb] 06/1/2020 10:45

Yes Log can you actually confirm whether or not you are short on this stock or whether you work for someone to bring the share price down?

[squire007] 06/1/2020 10:45

Man from Del Monte says, ' stupid time to sell '

[schmally] 06/1/2020 10:44

After avoiding this board for a few relaxing weeks, it's sad to see that the same idiots (Club, Fest, Shelvin) and the dodgy spivs peddling misinformation (Log, Oracle Billwave and their other associates/ aliases) and still spouting nonsense and lies. It's depressing to see the same nasty vindictive and nefarious individuals still regurgitating the same worn out lies and deliberate misleading snippets of information presented totally out of context.

I'll repeat what I have said previously, the more that Scum Team Loggy post on here the more it illustrates their desire to drive the share price down by any means necessary, desperate to achieve their financial goals for their paymasters at PI's expense. Why an earth would a team of paid mercenaries infest this thread, unless they were financially motivated to bring the share price down whilst skirting on the edge of what many would deem to be criminal activity.

I have previously countered Log's many spurious claims and comments about VRS, so it looks like he's now brought in Oracle to assist him.

Right, back to business. Log has stated that the two traditional VRS businesses are in decline. This is totally misleading and is not the case at all for those that take the time to understand the process the business is going through.

Despite the temporary dip in revenue which can be easily explained, the businesses are actually positioning themselves for increased growth. In simple terms, Neill has always been clear that he wants VRS to be cemented in multiple parts of the supply and production chain for end products. The traditional businesses can now form a part in that plan and Neill and the team now have sufficient confidence in the direction of travel for future orders, to ditch lower margin existing products (their decision not the client/s) in favour of freeing capacity to assist with the production of higher margin products or components incorporating 2d materials.

If the business was in decline, they would have been desperate to maintain their existing product lines, rather than ditching them. Instead they have sufficient confidence to free up additional supply chain capacity knowing what's coming down the line.

These types of decisions are exactly what I would expect from a fast moving evolving company, taking bold and confident steps to plan for the expected increased levels of orders that are inevitably due to land.

Log, also deliberately ignores that Neill and Chris have both made it clear that orders from the higher margin traditional business lines have improved significantly in recent months.

For anyone that has run a successful business, it is a common dilemma for a growth business to naturally shift their product focus towards newer high growth opportunities and away from more traditional products.

Having spoken to Neill regarding this, I'm absolutely confident the business is taking the appropriate sequential steps to prepare for rapid growth and significant orders, whilst also ensuring sufficient revenue from traditional products to help fund future expansion. There was inevitably a short term impact on revenue, but this was minimal and the business has significant scope to control cash burn over the next 12-18 months to cope with any unexpected events.

The future is brighter than ever. And for the record, I'm well down on my original investment but totally unconcerned.

[turbocharge] 06/1/2020 10:38

"As he approached the gaunt figure of Bog Glory bent over the chair peering at the computer screen, a curious stench wafted into his nostrils. Taking a few steps closer, the disgusting odour became unbearable, and he was, for some strange reason, keenly reminded of traits that might belong to some seedy character of the underworld. He sensed a noxious and unpleasant taste in the thick air, and felt he was in the presence of pure greed and unbridled dishonesty.

Quickly, he turned away realising the folly and danger of engaging or associating with this dark and depressing figure. In an instant, his mind was made up never again to have any dealings or communication with this pathetic and dangerous individual.”

[squire007] 06/1/2020 10:37

Man with million ;-) lucky basket

[superg1] 06/1/2020 10:36

VRS

I did have chance to watch some level 2 action. Before dominated the offer but are now on the Bid.

Whatever was about early has now cycled through to normal market activity imo. MMs just picking up sells and flipping them etc.

[kaka47] 06/1/2020 10:35

OPTI is another one with Mcap of 50m with just 148k revenue

[superg1] 06/1/2020 10:34

JH
I spoke to the nomad who refused to confirm what the April warning meant. I backed it up by email the same day. I also sent it to Bids.

JD then actually referred to posts about the note and effectively said, if the posts were right why haven’t they issued news re revenue warnings, all on track.

As you can now see the posts opposing Bids were correct l, Bids lied and misled investors.

So anyone that bought on the timings of the lies has a case to male a claim imo.

I’ll happily provide details of the nomad conversation and email.

They can’t deny knowledge etc.

[vice versa] 06/1/2020 10:34

I take it that the ban on engagement with the bears is de facto finished...as even regular contributors aim their wise words at what has been said by them, even if not addressed directly. If the diktat to desist from engagement were still extant, there would be very few posters left by now. This will recoup all losses by end of week. Then onward and upward.

[spike_1] 06/1/2020 10:33

log, I'd qualify that with not only investors, but also the Chinese and the large international companies with whom VRS are collaborating inc' such companies as Aecom for whom VRS will be their 'materials supplier' (according to Aecom). Oh and the U.K. Government.

By the way, you didn't answer my question:

However you don't hold the stock, but spend endless amounts of time on here rubbishing it. Presumably you are short (or working as a lacky to those that are) - There can be no other explanation.

Which is it?

[ny boy] 06/1/2020 10:20

Risk reward is reasonable around 35/40p, market sucking in lemmings each decade since 120p’s, Neill needs to release a credible game changing rns to slop the slide. Markets probably pricing in a cash raise around 50/45p

[loglorry1] 06/1/2020 10:19

contributing considerably to the overall market cap.

They don't contribute considerable to the overall market cap. Not even Neill would argue that. It's common ground.

The reason VRS has a high market cap is the near term potential of graphene (as you well know).

Yes, although I'd qualify that with "investors believe the near term potential..."

However as shown in the links to the UK companies house filings the two businesses where this apparent potential lie have revenue less than an average UK persons salary and that revenue has declined almost by half in the last year.

[woodpeckers] 06/1/2020 10:18

Graphene: From incremental innovation to disruptive design

Graphene layers were only first successfully extracted from graphite in 2004, but chances are graphene is already in your mobile phone, car, tennis racquet or the wings of an aircraft you’ve flow in. But its full potential is only just being imagined.

Such is the interest in graphene that at a recent lecture in Modena, Italy, so many people attended a public lecture by physicist Professor Sir Konstantin “Kostya” Novoselov, who with Andre Geim earned a Nobel Prize for his work on graphene in 2010, they spilt out of the venue and onto the street.

Two days later, international packaging innovator Tetra Pak held an open day at its Modena R&D facility to celebrate joining the Graphene Flagship, the EU’s biggest scientific research project with a budget of €1bn, where Novoselov told Verdict that graphene began as a side project.

“Andrei Geim introduced style of work in our lab that from time to time we’d do something completely different outside of the of our normal field of interest,” he explains. “Andrei is known for frog levitation, but graphene was one of those side projects. So the question was, can we make transistors out of graphite.

“When we started that project, I knew for sure that graphene shouldn’t exist but you can at least try to make the transistor. We almost gave up. And then we found the way how to make thin layers of graphite and starting to work with those and it took us about a year before we realised that we can make graphene.”
Graphene is a near-transparent single layer of carbon atoms arranged in a hexagonal grid, with a range of important properties including high strength at low weight, excellent heat and electricity conductivity, and the ability to act as a barrier or selective filter.

While commercial applications are only in their infancy, Novoselov says that like all novel materials, establishing manufacturing processes and ensuring health and environmental safety take time, so for it to have penetrated markets so far in just 15 years is a good result.

Novoselov is chairman of the Strategic Advisory Council of the Graphene Flagship, a body which he believes has been critical to graphene’s research journey to date, but he says it now needs to shift away from academia.

“I think it’s time to give the steering wheel to the companies rather than to the academics and in the second phase of the organisation we need to work with them much more closely so they can tell us which direction to go,” he says.

Novoselov says Tetra Pak is one such innovative company looking to disrupt in materials, production and technology to make the most of graphene’s potential for the packaging industry. And Tetra Pak vice president for programme management and managing director for the Modena site Sara de Simoni has been instrumental to its introduction.

“We started looking into graphene in a more serious way one year ago when we started a future talent programme with [development engineer] Gloria Guidetti,” she says. “She has a PhD in a graphene technology so we started to speak with her about graphene’s potential. She suggested Tetra Pak should join the Graphene Flagship.

“Tetra Pak has this trend of being very good in incremental innovation; I’m really excited because when it comes to disruptive innovation, graphene might enable smart digital packaging.”

3 Things That Will Change the World Today

How graphene could enable digital packaging
Digital packaging incorporates flexible electronics and printable sensors that make interacting with packaging intuitive for customers. It is just one of three potential paths for disruption in the industry. The second is the packing material itself, where graphene could provide a lining barrier that would provide the same waterproof property as plastic but could, for example, selectively allow certain gases to escape but still be fully recyclable.

“Then for the last area, I go back to my dear equipment,” says de Simoni. “We struggle with quality issues on our equipment because the environment it works in is pretty aggressive and we have to do deal with issues very fast for customers. So I see new materials making them more robust and less exposed to the aggressiveness of the environment and to operator error at little additional expense.”

But Novoselov says that the timescale for the wider adoption of graphene is subject to the ‘hype cycle’.

“Ten years ago we thought that graphene will never get into applications, and then seven years ago we were starting to believe that everything was going to be made out of graphene. The reality is somewhere in between” he says.

And while headline-grabbing applications such as flexible mobiles phones that users can roll up and put in their pockets are still some years away, graphene is gradually getting into our daily lives in ways we don’t even notice.

“Our phones have graphene in, most new Ford cars have graphene parts,” says Novoselov. “For me, it is a signature of maturity that the material gets into our lives without being noticed. It just naturally takes a long time to introduce any new material. Even a new microprocessor takes two or three months to develop, depending on the complexity.”

Novoselov’s Holy Grail for graphene is for it to be used in disruptive applications where it doesn’t simply add another property or replace another material just because it does the job a little bit better.

“I’m really looking for applications which are created by graphene which were not possible before or started to be available only because of graphene,” he says. “There are some of those on the horizon, but I don’t think we’ve seen them yet.”

Novoselov identifies graphene’s potential use as a membrane as one of these. It would enable water purification processes to filter out chemicals and drugs that enter the water supply that current processes struggle with, for example.

“Graphene is the thinnest possible material; it’s only one atom thick so it’s a perfect membrane, and you can make it impermeable or permeable to certain atomic species,” he says. “That’s the opportunity, the capability which we’ve never had before, so I think using graphene as a smart membrane for various technologies would be quite interesting.

[jointer13] 06/1/2020 10:14

what don't you understand about a pre profit company.

we are about to go into commercialisation in a big way.

this is what its all been leading up to.

a very well respected team of the highest quality. (check them out)

not there by accident.

try to understand.

[loglorry1] 06/1/2020 10:00

Because they are irrelevant. They are worth at best 1/12th the market cap. Are you trying to suggest the traditional businesses of things like shower tray manufacturing are worth over £100m.

Please try to be sensible.

[spike_1] 06/1/2020 09:57

loglorry: facts are simple: you attempted by deceit to imply that VRS's market cap was 'almost entirely supported by these two tiny business units 2D Tech and Cambridge Graphene'.

WHY DID YOU NOT PROVIDE LINKS TO THE OTHER BUSINESSES AS WELL ???????

[loglorry1] 06/1/2020 09:49

Spike the traditional business are also in decline, by revenue, and are currently being restructured to cut out low margin sales we are told. They are barley breakeven and aren't worth much maybe 1x sales so about £8m?

The market cap is supported by the graphene side but as I have shown in the links provided it is minuscule and revenues are falling despite significant support from the parent group.

Before you lash out at people maybe it's beat to check your facts.

[hew] 06/1/2020 09:42

RTG, thanks for your summary of the current excellent position “on the ground” but there is an underlying aspect that I’d like to emphasise: practical tests have been passed.

Neill deserves high esteem for what he has already created and put on the global stage - currently unique in the eyes of global businesses and governments. Proven technical capability and, after an exploration in depth, the UK government joined his team. Respected and trusted. Now we are seeing strength and determination, holding to his aim to build a global business for Britain. Not accepting some easy but poor deal in China - better ones now offered; not becoming locked into major organisations through granting exclusivity but maintaining independence to build a separate business; not chasing short term financial gain but investing for the future, ignoring the noise of the doubters, the short-termers and the manipulators.

Such technical and management perseverance has already brought success with tests passed in several fields as I said, and commercial discussions underway, but a much bigger test is now being passed handsomely as we watch.

[spike_1] 06/1/2020 09:38

loglorry - you are unbelievably deceitful and dishonest. NO, VRS market cap is
NOT 'almost entirely supported by these two tiny business units 2D Tech and Cambridge Graphene'.

Re your 'for completeness': You have 'accidentally' ignored the other accounts that also came out on Friday, both showing profitable businesses (albeit a relatively small profit but significant turnover).

Namely Versarien Technologies Ltd and Total Carbide Ltd





Best wishes - Spike

[simon templer junior] 06/1/2020 09:33

Getting the Right China Deal

[john henry] 06/1/2020 09:26

SuperG you was quite vocal on the BIDs BB, however you havent commented since the latest RNSs. I was wondering how your investigation was going into the fraudulent activity of the company and CEO.
You stated you would help peeps with info needed to charge the Nomad and company. Is that information available ??????