Versarien Share Discussion Threads

[cyberbub] 16/2/2017 23:49

If the company is more or less at breakeven from the other subsidiaries (I don't think it is, because the trading update said they were still expecting a loss)... but let's just say... then if the company starts receiving substantial orders from creditworthy companies (or via Lansdowne) it should have no problem raising commercial debt for working capital and equipment IMO??

[superg1] 16/2/2017 23:11

Yes it's him he is well connected in the print sector.

I've been looking at Nokia they have been partners with Cambridge for some time.

Juts picking out some bits form one paper on the topic by the relevant Cambridge scientists. It's about the graphene ink

Such low sheet resistance opens multiple application
possibilities including RFID tags (Figure 9, right) [3]. After bending tests with 1000 cycles carried out at Nokia.UK the performance of the antennae did not degrade.

The inks were used to manufacture various flexible demonstrators,
including RFID tags, a wearable device (“glove”) and a touch panel.

[serratia] 16/2/2017 22:50

Possible other link -

Mark Shepherd owned 40% of Cambridge Graphene. He was in the past a director of XAAR a significant UK quoted printing ink /equipment company.

[superg1] 16/2/2017 22:28

Is nobody going to ask me about the UOM/NGI graphene ink.

I've been waiting for the "aha but look at this" all day.:-)

As I said I have done my research on the Cambridge side. You'll be glad to know it will be short reply.

[superg1] 16/2/2017 22:26

Lucky

I've already suggested to VRS if they need cash and intend to fund raise then consider the growing PI base. Some funds are nice and some are crooks.

I can't see that VRS would need a lot. They could sit tight but with things ready to go it must be tempting to push on.

I didn't know a lot about Primary bid and such things until I saw Assent the other day. What a damn good idea that is. I'm told there is another one too but forget the name of it. I imagine crooked funds and brokers are totally p'd off with those, they really don't like us PIs the bent ones, it can screw up their plans.

I'm not registered on any but may do so as a learning curve.

[luckyorange] 16/2/2017 21:22

These insti's will be looking for another placement so that they can make another killing out of the company.

Must be a fine balance for VRS at the moment, TC and AAC doing well, and underpinning the finances of the company. I would guess AAC ramping up and TC moving as the oil market is more positive.

I would guess the biggest worry for now is that the Nanene can be ramped up if the orders start to come in which may require short term funding, hopefully if that is the case with (most of the insti's out of the way) then any placing can be at par or a small premium.

AIM is like a poker game and so many seem to treat as such, the ones with the advantage are the ones with money who can see what hand the company holds. On the whole for PI's it's guess work , charts and any method that may at least give the same chance as an insti.

Anyone get the feeling that vultures are circling, always happens when there is the smell of money around?

[superg1] 16/2/2017 20:51

Computers back and running..... bliss.

[superg1] 16/2/2017 20:36

Lucky I'm counting down the supply.

City have around 2 million plus they bought at 10p left. That was before the supply rate a week or so ago.

The other suspect is from buying Q4 similar number. Either way at least that number seems to have been fed in.

I have 3 funds as solid as city as unknown due to the management changes and mixing of funds.

Absolutely no doubt it's PEEL knocking on the supply door. They were caught napping first thing then got some. Then that flat lining I mentioned kicked in as soon as they got it. It's easy to read.

If city do the lot and assuming the other funds hold we'll see a lot more of very tight shares and jumps and it will down to PIs and traders to create a churn on existing stock.

For the chart guy if the shares dry up and we get decent news then it will hit the levels no problem IMO. It jumped a lot more on smaller volumes before.

UOM and Cambridge scientists have holdings too.

[luckyorange] 16/2/2017 18:52

Enjoying watching British Bulls on it, buy it's gonna fly, sell it's going down, it might be a buy lol

Well that's more of the supply eaten up, is there no end to it? I think there is :-), when they have filled their belly it will attack next resistance.

A few months to wait is no time to double your money!

[theklf] 16/2/2017 17:22

Versarien (LON:VRS) is a standout stock, perhaps as much for the name as for what the company does. The present charting setup is also noteworthy.

I have to admit to having something of a soft spot for cutting edge tech companies, both of the gadget variety and, in the case of Versarien, materials as well. This group has already made a name for itself as a global chemicals distributor, but it could very well be that the latest moves with its new graphene brand Nanene may be a game changing event.

This point is highlighted by the present configuration of the daily chart where we see a golden cross buy signal between the 50 day and 200 day moving averages, one which was triggered earlier this month. What can also be seen is that there has been a decent bull flag consolidation in recent days, with the price holding well above the former January resistance at 13.5p.

While this is the case one would be looking for a significant upside move. Just how high this could stretch is suggested by the resistance line of a late 2014 broadening triangle which is currently pointing at 32p. The timeframe on such a move is regarded as being the next 3-4 months, with the Landsdowne Chemicals distribution deal underpinning this idea on a fundamental basis.

Only well below the 50 day and 200 day moving average zone at 11.66p would even begin to delay or question the upside argument.

[superg1] 16/2/2017 17:13

Just noted this on the running newsfeed

[superg1] 16/2/2017 12:36

Cancelled that one as it's too future based for the inks. Textiles washes off etc.

[superg1] 16/2/2017 12:22

That battery report.

Hang on a sec I'm sure I read about WMG (VRS collaboration) going on about an 80% improvement in such batteries.

And in a place I now can't find about the number of cycles.

I'm guessing WMG have something very similar then possibly using Nanene.

It obviously worked in the supercapicitors.

[superg1] 16/2/2017 12:08

Oh and this.



About bloody time a researcher realised what graphene is. I've only read the first few lines so far.

[superg1] 16/2/2017 12:02

Too early to call re Peel to establish if they got some by going on the bid or someone finally answered the door agent why knocked for supply.

Btw that battery link is what the CEO put on twitter. Obviously another puzzle.

[superg1] 16/2/2017 11:48

Hmmmm

First ..... great meeting re ink now a link to this. Too random not to be relevant. First guess is something to so with WMG and VRS re batteries. They have obviously made a breakthrough at WMG with VRS graphene. It's on the Nanene site but not included in news yet.



I can't keep up.

[superg1] 16/2/2017 11:42

Typically smaller means a better service as they live and die on customer service at that level. Big means yeah whatever we'll chuck in on our list and nail down a good margin for being big.

Btw

Post the Sigma site within hours a guy offered a European sales lead there (very senior and turned it down). He said their interest is just mass, not quality. So no surprise re the data sheet.

[cyberbub] 16/2/2017 11:34

The point is that although Lansdowne is not massive, it is not an exclusive arrangement, I'm sure VRS are working on agreements with other companies. Very sensible for a tiddler, and a vote of confidence in the company as well that someone is willing to do an agreement with them. Lansdowne are not going to waste their time unless they think the product both works and has a market.

[superg1] 16/2/2017 11:18

As promised supply seller data and this may be of interest to you Anley.

Since October 1st

Blackrock gone 2.65 mill
Allianz gone 5.5 mill

More recently unicorn gone 2 mill

Then city Finance on a bit of cash in 1.2 mill.

So that's over 11 mill churned all to zero except city.

Then recent supply may be a churn of about 2 mill bought in the early sell off.

[vasilis] 16/2/2017 09:36

This is interesting as per KLF's post -

Lansdowne was bought out in 2015 by Overlack AG of Germany -



Here is Lansdowne :-



And here is Overlack's product range here -



So you would think that Lansdowne have something more specific in mind in terms of new product offerings which are not being mentioned in the RNS.

[superg1] 16/2/2017 09:23

I think the key with that distributor is that they have a bank of customers where solid relationships have been formed and have now added a new product which many want and talk about but either can't find quality, quantity or both.

Far better than £2-£3 mill of salary on senior positions with folk that are doing F all. Yes that was you AGM (for the avoidance of doubt).

[theklf] 16/2/2017 09:17

Interesting. Although Landsdowne is small itself it is part of a bigger German group according to this. Excellent potential then and why Ricketts emphasised going into Europe.

Founded in 1977, Lansdowne Chemicals reported reveues of around EUR 75 million in 2014 and supplies a wide range of raw materials and ingredients including aroma chemicals, catalysts, rubber and coating intermediates, vitamins and amino acids as well as intermediates and APIs for the pharmaceutical, agricultural and biotech industries.

Besides the distribution and marketing of products, Lansdowne also operates a chemical manufacturing division (manufacturing specialized nitrated reagents) and a dedicated hydrazine hydrate dilution facility. In addition, Lansdowne recently opened a 7,000 m2 hydrofluoric acid dilation plant in Sherburn-in-Elmet, Yorkshire. Distribution and production facilities have multiple, ISO, COMAh, FAMIQS and GMP+ approvals.

The deal follows ‘hot on the heels’ of Overlack's acquisition of the Klink Group at the beginning of October 2015.

About Overlack AG
Founded in 1922, the Overlack Group is one of the top 20 chemical distributors in Europe with a particular focus on Germany and Eastern Europe. The company has a portfolio of 12,000 products: commodity and specialty products. In 2014 the company achieved a turnover of 510 million euros and employes over 600 people.

[jointer13] 16/2/2017 09:14

"from the lab to the real world"

its a pity those mp's aren't in it