Versarien Share Discussion Threads

[club sandwich] 11/2/2020 08:14

"I and I believe" Are you of the Rastafarian persuasion, Roger? ;-) You say that monetisation will occur over the next few months - but don't give any reason why they would, when they have manifestly failed to do so over the past say 13 months. Of course more time has passed, but then that hasn't delivered a China deal, has it? If you can tell me *why* you believe deals will arrive in the next few months then we can have a conversation. But at the moment you seem to repeat that catechism as an act of faith. Sadly I find it all too easy to believe that in April, or in June or September, we will still be waiting for monetisation, only with a share price by then in single figures. And if you ask me the nomad should have acted last week to issue a statement, not wait until the share price is back into the 40s... Wonder why the *last* nomad resigned or was sacked? I think Fest has a theory about that... What's a Rasta's favourite confectionary? I & Is, with all the red ones taken out...

[sonnyjim77] 11/2/2020 08:10

Looking for a top up shortly

[crues123] 11/2/2020 08:07

Club sums up my views completely. I wish it was different but sadly not

[mryl] 11/2/2020 08:06

You are seriously deluded if you are attributing the decline in the share price to loglorry and co... Try to look at your investment objectively and tell me that you see no reason why the share price is back under 50p??

[rogerbridge] 11/2/2020 08:03

CS, the AIM is like the Wild West and to be honest, I will never invest in another AIM stock. Years ago, I invested in a gold fund run by TW and nearly got wiped out. Enough said.

In my opinion the nomad should have acted sooner when it was obvious for all to see that dark forces were at work driving the share price down and forcing out nervous PI’s (of which I was one in my earlier years of investing, lessons learned over the years.) I and I believe, several others wrote to Hilliam and complained, as TW has done many times. At last the correct course of action was taken yesterday to bring clarification of the companies position.

VRS, is different, no one asked me to invest, but After a considerable amount of research, it was a compelling investment. I stand by that and others such as RTG, have highlighted the immense prospects here.

The stock market is a market and there seems to be a mismatch between investors and traders.

The City and some HNW investors are mainly cautious and will be fighting over a stake in VRS, when the collaborations are monetised. I am expecting this at any time over the next few months and I have confidence that investors will be raising a glass to Neill afterwards.

I remain fully invested and have added three times over the last couple of weeks.

I would not advise anyone to buy, but only to do your own research

[vice versa] 11/2/2020 08:01

Noone thinks L.L. is T.W. They think he's T.K.

[club sandwich] 11/2/2020 07:44

Roger - I'm glad you can be so insouciant about the pain and financial loss being visited on many small shareholders who put their trust and faith in Ricketts, but I'm afraid it doesn't reflect well on your levels of compassion and empathy.

[club sandwich] 11/2/2020 07:36

Simon Templar - that blog post smacks of desperation to me. Thr facts are simple;1/ Ricketts made many representations last year about the company and its prospects. None of them happened.2/ Nobody forced him to join Discord and engage in what he thought were private conversations with selected shareholders, in the course of which he revealed that - contrary to public statements he had made - China was apparently still nowhere near a deal3/ The last set of figures clearly showed that revenues were down and nanene sales minuscule - again in apparent direct contradiction to public statements by Ricketts about the 3T machine working flat out and the company never giving samples away. If true, the company really can't be charging very much for those samples. The figures included a much-hyped sales of 12Kg of nanene, which again seems to have raised minimal revenue... The three points above are just for starters. With little effort that list could be expanded considerably. The share price is where it is - and small investors are being ground out of the stock and giving up in despair, many of them at a considerable loss - for one reason and one reason only: the CEO's failure to deliver on any of his extravagant promises. That's it, end of story. If he had delivered an Aecom order, or a China deal, or a graphinks order from the textiles client, or any commercial order from any one of the 70+ other collab partners the company - and its share price, and its shareholders - would not be where we are, and Loglorry or any other critics would not be able to gain any traction. To listen to the company's fanboys you would think the company and its CEO could do no wrong. In point of fact the company and the individual has done pretty much everything wrong. Stretched itself too thin, across too many projects. Wasted two years chasing a China deal which seems no closer now than it was then. Raised unrealistic expectations in the minds of shareholders about both the scale and timescales of delivery. Allowed questions to be raised about the integrity and behaviour of the CEO. Made statements about production and sales which on the face of them look like blatant hype. Again, the list could go on. That, unfortunately, is the reality of the situation in which we find ourselves.

[vice versa] 11/2/2020 07:27

https://www.aecom.com/projects/high-speed-two-hs2/for Arches fans... will it go through Penny Hassett? Will Linda Snell lead the protests?

[ny boy] 11/2/2020 03:10

As a serious investor, you have to respect bulls & bears, they make the market, one side will ultimately be wrong. Many PI’s get upset by short sellers and always want to believe a share price can nay go up “la la land” basically. Both bulls and bears are in the same game to create value.

It’s up to the Company to release positive news flow that will see the bears proved wrong, so far VRS haven’t released anything great, mostly about collaboration after collaboration, if they release some big contract wins with monetary values, this may help turn the tide.

Ps. I am not short here

[simon templer junior] 11/2/2020 02:46

The Dark Side of Short-Selling

"Loglorry1 appears to lack any moral compass, and as some have observed, appears to have developed a unhealthy physiological fixation with VRS and a deep-rooted desire to bring about its demise. His activities have been reported to the authorities, but there is little hope that any action will be taken."

Full article:

[the troll hunter] 10/2/2020 23:11

37 posts by Loglorry1 so far today; that's nearly 12% of all posts. Impressive workrate for a troll by any standards. Trying to create doubt over a "no material reason for the share decline" statement obviously takes a lot of effort.

[loglorry1] 10/2/2020 21:52

There's a sales team?

---------------------------
Good Luck not to all but to the sales team at VRS...

[washbear] 10/2/2020 21:46

Well said .I ve been here since 13 p and adding Since then.For my part I m sure Graphene is a material that will become widespread in use.I m in VRS because frankly its hobsobs choice there is no other plc Out there involved with Graphene.I wanted exposure to Graphene and VRS came up. If some other engineers/ scientists started a graphene pruducer I would look at it.Often its the next generation companies that take the baton and make the really big in roads.Frankly I m glad the CEO isnt tweeting every move he makes any longer.Most of my other punts...SPX...LTG..ZTF....the bulletin boards are thereBut quiet ..very quiet ...because Its about action not words.Good Luck not to all but to the sales team at VRS...

[the smirking dog] 10/2/2020 21:37

Trying way too hard, quite desperate really 🙄

[holidayfunds8] 10/2/2020 21:15

OK, I am now a VRS holder. At this level, I am betting there is now more upside here than downside - and I am now happy to sit tight until the Sept interims in Dec.

But this is a risky punt, with the lack of any meaningful revenue the killer feature right now - many investors will be willing to wait a while longer, but frustration will only increase if no meaningful revenue streams are confirmed. And the radio silence on the China-connection is also a key uncertainty.

At current burn rate - £1.1m in 4 months - cash + facility should be enough to get to those Sept results. My bet is that if no material revenue stream(s) are confirmed before then, my gamble will not pay off. But if two or three meaningful revenue streams do get confirmed, then VRS will quickly be seen in a new light.

But the time really has now come to start to deliver on at least some of those multiple plates that are currently still spinning round & round...

[markyboy5] 10/2/2020 21:15

Chefoir1

👍

[supernumerary] 10/2/2020 21:11

Spread bets are closed now because the sb companies have reached their risk limit. I imagine that the first to take a down bet had no trouble - the sb/cfd companies were happy to take the risk on their own books - but as the price has fallen, and more came on board, they decided enough was enough and stopped taking short bets.

Log's been negative for a long time, so I expect his short is of long standing, but newbies, less prescient, have no chance of getting a quote.

I really don't think shorting here is of a scale to seriously affect the price, though - it's longs getting scared or disillusioned who've mostly caused the fall: early arrivals want to preserve their gains; late arrivals want to limit their losses; and nobody has an incentive to buy.


It's an immutable law of AIM that in the absence of news, the share price will fall, so if you're interested in buying, why not wait? The RNS today was merely reactive - it will stanch the outflow of money for a short while, but there's nothing in it to tempt new buyers. Real news is badly needed.

[chefoir1] 10/2/2020 21:03

"CNCTArch is one of the UK's first 3-D printed commercial products designed to transform the digitization of transport networks."https://www.aecom.com/blog/gamification-how-aecom-encourages-and-rewards-innovative-thinking/It's a commercial product!!!

[festario] 10/2/2020 20:44

... oh and Big John, referring to yourself as BIG, and in the third person, does suggest a certain psychological condition you might need to be more conscious of.Or... if you are actually a small chap, then it would be comic irony, which I applaud.