Versarien Share Discussion Threads

[campbed] 12/2/2020 16:56

I attended the Advanced Material Show in Telford last July and gave some feedback at post #73579.

This year’s show will be held at Stoneleigh on 8-9th July and the organizers have written a short e-book overview of advanced materials for those registering



Graphene is featured as the current standout advanced material and a promo description by James Baker of the GEIC Manchester is included there.

Neither I, nor anyone else IMO, have much idea about precisely how fast the international market will grow for graphene and other advanced materials but in my view it will become large within a ten year timescale. I’d like to see the UK reap at least a good part of the sizable financial benefits.

I have also little idea how successful VRS will be in commercialising their IP.
But in the context of that large market opportunity, I don’t think another placement of five million pounds is particularly material if that is what is needed to keep them going for another two to three years. Even with that additional funding they may not succeed. But I don’t know of another UK quoted company better placed to do so. For example, I don’t share loglorry1’s relative enthusiasm for Directa Plus (LSEAIM: DCTA) with a market cap of around £50m whose addressed markets are much more limited than those of VRS.

Obviously the biggest uncertainty in trying to put a current valuation on VRS is China – for a number of reasons some of which, such as the potential military applications of graphene, have clearly become political and so outside of VRS management’s control. However, following on from the Government’s Huawei decision and its post-Brexit desire for international trade agreements, I think some agreement from China is more likely than not.

In my previous attempts at such a valuation, such as at posts #76292 and #61398, I did include a chunk for China. But if that’s not to be, then IMO the current share price of around 50p is not unreasonable.

In terms of investment risk, I have always thought having a shareholding in VRS is a punt (albeit a reasonable one e.g. post # 61129) and so one’s position should be sized to one’s own financial and risk profiles after allowing for VRS’ failure.

As to this BB in recent weeks, I can’t believe how spiteful and small-minded some posters can be. I feel sorry for those who seem to spend the majority of their waking hours sitting uselessly at a screen. VRS is after all just one small cap share whose price day to day is (hopefully) not a matter of life and death.

[ny boy] 12/2/2020 16:33

Super impressive bull action today, held strong right into the close, sent the bears running scared into the hills. Btfd’s big time now imo on impressive turnaround Wednesday volume day. Should see a run up to test mid 70’s.now

[chelsea101] 12/2/2020 16:32

Anybody else disappointed to see the market close? That certainly makes a change!

[sonnyjim77] 12/2/2020 15:59

Looks like a rise to me

[luisfrg] 12/2/2020 15:49

Usual drop into the close but seems to be recovering

[mavfav] 12/2/2020 15:40

Post 94365 Excuse the formatting but I research the stock and look for the good and bad and this post by RTG captures my thoughts pretty close. Read it and tell me if it's wrong but tell me why you think that. I'm happy to discussI know nooothingI understand many PIs will feel a bit rotten tonight but I would urge them to look at the facts. The company released an RNS yesterday stating there was no material reason for the drop and clarified the financial position. This is still the same company it was last month and the very same company at 180p, in fact it’s laid more foundations and in a stronger position since then.This isn’t a duff stock that has a questionable future. It’s not a oil stock that hit a duster, it’s not a pharma that just failed a trial, it’s not even a tech stock with a new technology that could fail. We know the tech works as per the Arch, commercial agreements with textiles and the drilling part, even the MD headphones and its glorious reviews.We know deals are absolutely imminent and given the companies involved are likely to be company makers in themselves. We know China options are being worked through to invest and open the door to the Chinese market. You get the drift.If nothing has change and nothing is wrong then why sell? Because you fear it will go lower? Because you’ve already carrying paper losses and you want to preserve capital? Don’t get mugged, remember the investment case, see the true story, don’t sell low. And when we do rise back up which I expect to happen rather quickly whatever you do don’t sell at your breakeven point. It’s basic stuff but if you let the faux decline mess with your emotions, you’ll make daft decisions.The price decline bears no reflection on the business. Business is going great, financed and healthy and no doubt on the cusp of signing a mega deal.This will be a unicorn and then decacorn given the right timeline imo.

[mr motivator] 12/2/2020 15:38

C'mon people help me to get out of this pickle.

Buy buy buy everyone.

Nanene is the future. You heard it from Mr Motivator. IF I had money I would be buying more all the way to 150p :)

[mavfav] 12/2/2020 15:36

Now I'm just gonna go search for a post as it appears someone said something very recently that was absolutely spot on.Now where's RTG when I need to find it I know nooothing

[woodpeckers] 12/2/2020 15:35

Good to see a bit of sanity returning to the world. :)

[66sequoia] 12/2/2020 15:30

I'm hoping VRS are gonna give us all a nice Valentines pressie on Friday..... #showingthelove

[adejuk] 12/2/2020 15:30

i'll breathe a little easier when it's at 80p

[adejuk] 12/2/2020 15:24

nice bounce
earlier than i expected but welcome

[tim3416] 12/2/2020 15:21

Claire unfortunately for whatever reason people seem to realising they have been completely played by the bears and their lies and are getting back in before it's too late. GLALTH :-)

[the skipper] 12/2/2020 15:21

This is what I meant when I reffered to a short squeeze earlier. Looks like Loggie was one of the first to run to the hills with the camp followers lagging behind him :-)

Shame I've got to go hospital visiting now. This is so enjoyable...

[cheek212] 12/2/2020 15:19

Everything I post is the truth!

[laginaneil] 12/2/2020 15:18

That Birmingham thing looked like a BIG event !



Fest, got your toe in the water yet - lol

[claire1010] 12/2/2020 15:18

I hope the bounce is not just due to my find on Jinan! For one, it is public information and two did people really completely lose faith and think all collaborations are untrue?

[66sequoia] 12/2/2020 15:17

Ha, i got a copy. Its a very short read....

[1teepee] 12/2/2020 15:17

You ramping? You as bad as the short crew. Lead by example son

[1teepee] 12/2/2020 15:16

What a twit you are;)

[mr motivator] 12/2/2020 15:15

Go go go baby

Roll on to 115p and let me say adios to gambling.

[66sequoia] 12/2/2020 15:14

Its been postponed due to the worries about the C.virus

[mryl] 12/2/2020 15:14

wow 55p, very impressive bounce. I sold too early! where to now?

[cheek212] 12/2/2020 15:14

Sells being mopped up - someone wants these urgently! Wouldn't want to be short now.