Versarien Share Discussion Threads

[fireball xl5] 14/7/2020 14:06

Looks like the Innovate loan was a preemptive strike for the Huawei chop, chop. The canon have roared, lets see what diplomacy can do or is it full on Sanctions with a cause.One must not forget the Euro 120k to Gnanomat, yet another finger in a pie.

[momewrath1] 14/7/2020 13:57

Luckdragon- I'm with you all the way on your positive sentiments about forthcoming VRS potential and like you I think that the grant for a ramp up of VRS Nanene capacity is to start fulfilling orders. However, I have always thought that with both the UK and Chinese governments involved with the BVT deal, that moving it forward was in some way dependent on our 5G link up with Huawei. As of today the UK government have totally pulled the plug on Huawei and I suspect in the near to medium term the China deal will be put on hold-hence the Innovate loan etc,etc...Mike Walker moving to VRS may be the only way forward with China as the UK government's hardline approach on China wouldn't hold much water if Matt Walker was still in house and trying to secure deals with Chinese government owned companies. I think our way forward at the moment is with the G-SCALE initiative and the timely funding for that. Hopefully positive news will not be too long on one or more of these.

[alchemy] 14/7/2020 13:50

How does Neill being a great guy put the price up ? In itself that is, it might help of course.

[andy] 14/7/2020 13:40

Kemche,


Exactly, in a nutshell.

[woodpeckers] 14/7/2020 13:38

“We’ve collaborated with the best of UK industry and academia to develop a cutting-edge facility that combines current and emerging technologies, ensuring the UK remains at the forefront of combat air technology development.


Note: BAE Systems was on the initial Advisory Board which helped set up The GEIC, James Baker was Vice President of BAE's Technology Collaboration Programmes before coming to Manchester.

[kemche] 14/7/2020 12:56

"With the shares dropping, and no China progress, their sales aren't going to bring in the income we planned for."

And that is why I continue to hold 80% of the shares.

But I have met Neill and he is a great guy.

etc.

[luckdragon] 14/7/2020 12:00

I'm somewhat surprised the share price is at these levels given the opportunities in play and recent newsflow.

The company has done very well in these testing times to secure a deal with Lanstead to firm up the business financially plus the loan via InnovateUK to extend capacity. The timing of which strikes me as it will be used directly to fulfill an order. Other news items to note during Covid times were the grant from Advanced Propulsion Center and partnering Rolls Royce. All this while supporting the national effort to combat the virus.

So I’ve been very pleased with progress given the times and if anything this could accelerate the revolution and inevitable consolidation, all in favor of Versarien whom have positioned themselves perfectly to pounce and capitalize.

China still alive and kicking, in again very testing times, but Matt joining (yet more great news) and James (and some more) will bolster support in this area and accelerate the realisation of the China opportunities. I don’t have a short memory, so can vividly remember the Winsun videos making direct connections to Versarien and still hugely excited by the potential and possibilities in this particular space. Once BVT in full ownership at the end of the month, I presume the Versarien-Winsun partnership will be formalized.

Given all this, I have taken the opportunity to add to my long term fund and will continue to add at these levels. I consider this stock undervalued.

As always, wishing everyone the very best of luck which ever decision you make.

LuckDragon

[nik7907] 14/7/2020 11:46

Little local magazine just been delivered. Our Tory MP (not in cabinet) has said referring to powers to protect critical businesses. 'I welcome the government's plans to go further than this and also protect new businesses in important high-tech fields such as artificial intelligence, advanced materials and cryptographic authentication technology'

[grabster] 14/7/2020 11:24

But only almost ;-)

(He was rumbled weeks ago)

[richgrumpa] 14/7/2020 11:21

Pentecost, sometimes you could almost be mistaken for a genuine shareholder :)

[andy] 14/7/2020 10:51

PT,

"I'd like to see Neill use the government loan to buy the 10% stake sold to Lanstead back."

---


Surely the government loan cannot be used to pay back another loan?


I think that is outside their mandate.

[pentacosttempleton] 14/7/2020 10:44

mavfav, I still have 80% of what I had, and fully support Neill and the company. I don't think I've ever felt as bad in selling a share but the drop to below 25p was a huge shock to me last time.

I'd like to see Neill use the government loan to buy the 10% stake sold to Lanstead back. With the shares dropping, and no China progress, their sales aren't going to bring in the income we planned for.

Progress on AECOM would rebuild spirits!

[squire007] 14/7/2020 10:44

Risky, very ...........
Ch Ch Ch chiiiiiiiiiiiiiiiiiNNNaaaaaaaaaaaaaaaaaa :-)

[wuzy] 14/7/2020 10:39

Pentecost, there's nothing wrong with having a bit of dry powder, as the saying goes you can always buy back in and hopefully at a lower price, good luck to you.

[mavfav] 14/7/2020 10:34

Some products worked without Graphene that were once considered appropriate.Single use plastics is a perfect example and the green revolution is afoot and a global challenge to reduce that Carbon emissions it's the same story too and concrete is a significant contributor to that as well. I think we are positioned well to exploit those opportunities I know mooothing

[mavfav] 14/7/2020 10:31

Well I'm always sorry to see someone feel that selling here is necessary but for one persons challenge it's another's opportunity.I am slightly frustrated but also acknowledge the research I've done and Have revisited that. The story remains the same just with a minor detour. I expected detours tho and some to get off the bus along the wayI know nooothing

[pentacosttempleton] 14/7/2020 10:13

I've taken the very painful decision to reduce my holding by 20%. The price achieved was not good at all sadly. I expect a lot of this mornings weakness is down to me selling a fairly large chunk.

I'm very sorry but I can't risk this going down to 25p again. It's very disappointing that Neill hasn't been able to update us on the new strategy in China and why things have changed. China has never been an easy place to operate in politically, but VRS have always had an edge over other companies there with its contacts and government help.
Let's hope for some positive news soon and I've now always got some funds to top up if it does fall back to 25p.

[verger] 14/7/2020 09:36

“If it ain’t broke, don’t fix it” might be an issue for some industries but as AECOM has found out, Graphene not only creates a better product, it also allows for very lucrative savings for them.

[willoicc] 14/7/2020 09:15

I believe the RNS made it clear that protecting the IP was a crucial factor in any China deal. I assume that means the Chinese are not proceeding, so far, because they are not getting everything.

One of the posts above also made it clear that there is still a lot of R&D work happening around Graphene/Nanene. That is bound to increase the time taken to launch of improved products.

We must also never forget that the vast majority of products are perfectly acceptable without 'graphene' It will take time for manufacturers to be convinced of the merits of changing products which are already successful.

There is always risk 'improving' things. If it ain't broken, don't fix it comes to mind.

Luckily for us, there are lots of innovators who love to improve things just because they can. Providing customers with better products is a bonus.

[able11] 14/7/2020 09:07

Some powerful words here in a new book out this week; esp. sentence four and five.


The harsh and undeniable reality we in the West have to face up to is that Beijing wields its economic power like a great weapon.

Its economic blackmail has proved highly effective, distorting decisions made by elected governments, frightening bureaucrats, silencing critics, and making countless companies beholden to it.

That power is only amplified when Chinese companies, answerable to Beijing, own critical infrastructure in other countries.

The West needs to inoculate itself against these pressures where it can, but where it can’t, it needs to make some hard choices and walk away.

All industries, including the education and tourism sectors, must understand the political risks of becoming heavily reliant on revenue flows from China. Short-term profit-making exposes them to long-term damage.

When considering partnerships with Chinese organisations, much better due diligence is required, by people who understand how the CCP system works.

Companies should not expect their governments to compromise human rights and civil freedoms to appease Beijing. As long as the current CCP regime rules China, prudent corporate management requires diversification of markets.

Above all, the West needs to wake up to the fact that a CCP-led China is not, and never will be, its friend.

Adapted from Hidden Hand: Exposing How The Chinese Communist Party Is Reshaping The World by Clive Hamilton and Mareike Ohlberg, to be published by Oneworld on July 16 at £20. © 2020 Clive Hamilton and Mareike Ohlberg.

[anley] 14/7/2020 09:01

How is the Lanstead deal progressing and in whoes favour?

[1teepee] 14/7/2020 07:29

It could be significantly more from lanstead if they launch products

[soilderboy] 14/7/2020 07:17

Any orders yet?

[laginaneil] 14/7/2020 04:35

Morning folk,

Techi info

Help for battery deployment in grid:




Would Nanene help in the resin or the pulp for that matter ?