Versarien Share Discussion Threads

[rogerthegrouch] 27/2/2020 09:56

Flatcoat - "I can't believe AECOM would invest so much time and effort into this if they were not confident of a return of investment."

Agreed. A lot of time, effort and importantly money invested by Aecom which Versarien are beneficiaries of, particularly if my understanding is correct that they have moved up the supply chain to provision the arch not just the raw material. This is a very smart way to conduct business as keeps Versarien costs very low whilst capitalising on the efforts and investment of big companies.

In a similar vein, its like the assets they have at their disposal at GEIC etc. Access to multimillion pound facilities but paying a very small price to do so. This type of leverage shows very astute business management and often overlooked.

[davemac3] 27/2/2020 09:53

The fact that the AECOM project leader has moved to VRS confirms to me that it will be
VRS graphene in the arches but raises a couple of questions
why has he moved when I thought it was AECOM's arch?
Is it a permanent move or a secondment?
who is paying him?

[laginaneil] 27/2/2020 09:50

Good morning Folks,

Since virus's are in the news, how about this one.



Using a virus to make batteries.

Maybe Gnanomat could use this method with their special materials?

[flatcoat1] 27/2/2020 09:50

Did you find out from Dan how many people at AECOM worked on this project. I can't believe AECOM would invest so much time and effort into this if they were not confident of a return of investment.I'm aleady speaking to test houses to gauge howmuch it cost to qualify a structure for railways and I have had it confirmed that the arch must be made with vrs graphene as this is what was used in the qualification. Unless anyone can sure evidence of an alternative supplier being qualified.

[claire1010] 27/2/2020 09:49

On the China point, I am relieved to see measures are being taken to address offshore transactions and that's communicated to the shareholders- as I know that Chinese investments aren't always that straightforward subject to restrictions. The fact that a wholely owned foreign entity is set up in China for the investment fund to to be received should make things a lot easier. It feels all the right steps in the right direction are taken. I am happy with the pace. It is important to do things properly anyway.

[on target] 27/2/2020 09:48

Did they mean installation, or is instillation a technical term?

[vice versa] 27/2/2020 09:47

Duly acknowledged.

[evergreen8] 27/2/2020 09:46

We expect AECOM to start instillation of its new CNCT arches on rail lines relatively soon to enable better and more reliable signalling and safety on rail lines. This should be of significant benefit to long-suffering commuters

From share price Angel


Against the background of all the fabricated misinformation it was refreshing to read that The nomad and broker has confirmed in their VOX Market morning review that they expect Aecom to start installing its new CNT arch on rail lines RELATIVELY SOON.

It is now absolutely evident that there is no correlation between the artificially manipulated share price and the fundamentals of VRS and it’s potential to become the lead player in the Global High Quality Graphene market.

The recent RNS hold nothing but positive news of continuing success of the company in laying the foundations for growth and IMPORTANTLY has acted to realign/manage shareholder expectation in relation to the timeframes for commercialisation.

Hitherto the naysayers tactic has been the antithesis of expectation management.
By instilling in shareholders the impression and expectation that deals should have already been completed they were able to leverage the lack of completion of contracts as evidence of incompetence and inevitable doom of the company in order to drive loss of confidence and a decline in the share price Spurious and disingenuous to the core.

In parallel but unconnected the truly powerful have facilitated their low cost entry in advance of the inevitable massive rise.

The board is now awash with even more absurd negative propaganda but the narrative has changed with even less credibility than before.

Like all LTH I was severely affected by the drop in the share price however calm reflection on the reality of the prospects for the holding to recover and go on to massively outstrip previous ATHs allowed me to recover my composure knowing that I am in the most fortunate position of not having to currently sell any shares to provide day to day funding.

I am acutely aware that many others will have sold by necessity and hope that they will be able to buy back in and get back on the escalator without too significant a loss.

My view of the future is if anything brighter than before but without the unrealistic expectation of that first commercial RNS with every dawn- it will come, it might be relatively soon but it might be months but I know with confidence that it will come.

[vice versa] 27/2/2020 09:42

If he gets the Aecom deal he's nanene-coated.

[club sandwich] 27/2/2020 09:42

"This from a group who are strangers from the concept of morality and honesty who propagate their disinformation campaign in order to sustain this argument for their own commercial gain"

what, you mean like saying that the company is 'dotting i's and crossing t's' on a China deal, and then that the company hopes to deliver a BIGT deal by the AGM, when BOTH of those statements are BLATANT LIES to keep the share price up so the CEO can cash in shares (or is it options)?

[superg1] 27/2/2020 09:41

Vice versa

People are looking in the wrong direction re arches and timing.

How lucky then that I spoke to Dan and other Aecom staff on the topic some time back about Aecom and their plans, That would be completely off air now he is with VRS.

To get answers don't ask questions and make sure you don't ask repeated questions to the same person.

Aecom were talking 5 locations, it doesn't take much to research major country/city underground networks to spot who have archaic problems that need a fix, where Aecom have an interest.

They also have that signal graphene mast system too which solves a weight, service staff numbers, and cost related issues. One can do it, due to weight and new idea.

[club sandwich] 27/2/2020 09:38

What efect on the share price do we think the announcement that Ricketts is standing down will have?

[smythe2] 27/2/2020 09:30

Clubbie.... buy a cheap ticket and ride the rollercoaster to commercialism!

Simple!

[vice versa] 27/2/2020 09:29

Did not say that about infrastructure, residential 3D buildings, F.M.C.G. packaging, aerospace and automobile lightweighting/soundproofing etc.etc.Only about consumer goods and batteries.

[eezymunny] 27/2/2020 09:26

All this stuff about AECOM.

How much graphene would be used?
How many different companies could supply it?
How much might be sold?
What margins?

All the things that matter are ignored.

Useless dreamers....

My suspicion is if VRS had something special they'd have been snapped up long ago, but they're in truth just one of dozens and dozens of companies tinkering with graphene.

[club sandwich] 27/2/2020 09:24

Question: how many cash calls are VRS gonna need in the 'years' their own nomad thinks will pass before graphene starts being monetised?

[grabster] 27/2/2020 09:17

"so why are VRS and not Aecom pursuing commercial oppos for the arches?"

They are.

[tini5] 27/2/2020 09:17

Have re-read the RNS about five or six times, still can't see any bad news there. In fact just the opposite.

[vice versa] 27/2/2020 09:14

Wish I had the technical ability to copy and paste it like Jules.

[vice versa] 27/2/2020 09:07

"We expect Aecom to start installation of its C.N.C.T. arches relatively soon.".....S.P. AngelThe piece says this will be a boon for long-suffering commuters.

[6taotao] 27/2/2020 09:05

Would this be a drongo who's cash is readily available, or the drongo who is overly invested here and who's investment is draining away their personal wealth?! I know which drongo I'm happy to be

[club sandwich] 27/2/2020 09:04

"Aecom's arch apprears to be a simple and effective solution to this problem"

so why are VRS and not Aecom pursuing commercial oppos for the arches?

[jules1958] 27/2/2020 09:03

From the Sp Angel note.

"We expect AECOM to start instillation of its new CNCT arches on rail lines relatively soon to enable better and more reliable signalling and safety on rail lines. This should be of significant benefit to long-suffering commuters."