Versarien Share Discussion Threads

[luckyorange] 22/2/2017 10:13

You live and breathe Cambridge hastings ;-) you would!

Don't disagree with you though.

[hastings] 22/2/2017 10:08

I take a different view, I think Cambridge will be pivotal going forward.

[theklf] 22/2/2017 10:00

We should be aware there may be internal Boardroom debate going on within VRS as to whether it is right to persist with Carbide given the drain on capital/focus/management time. I am thus dubious of any attempts to promote that side of the business on here. Whilst I trust Ricketts to make the long term decisions in best interests of shareholders we should recognise he has legacy interest in Carbide and do not underplay the impact a loss of face can have on a CEO if he loses a seemingly trivial debate which has perhaps been kept within the Boardroom to date.

My understanding of the Carbide/Hardide type business is that it is not as simple as oil price up means Carbide/Hardide business goes up. Carbide/Hardide are more bleeding edge/high end products so might require $100+ oil to really recover back to the 'good old days' of 2006/7 when there was lots of marginal deepwater and ultradeepwater wildcat drilling going on.

I think as the graphene side gains traction it furthers the calls from those who think it's time to ditch any 'diversification'/distractions which detract from the main business. Portfolio managers/PIs can diversify their own portfolios. There is no need for CEOs of companies to provide that service.

Whilst those of us who bought at 10p might think Ricketts is doing a great job we should bear in mind that the average price paid/accepted by most Institutional holders/partners is c.20p

[billbyrne] 22/2/2017 09:29

And we know Carbide have been recruiting.

[superg1] 22/2/2017 09:20

I just did a VRS search this came up and it made me laugh. The VRS CEO will enjoy this.

On the Elektron thread

Our best hope is a versarien take over of ektDaley and co leave which saves 1m in boardroom costs And we finally have a management who can deliver shareholder valueRicketts or DaleyI know who I preferIt's a no brainer

[superg1] 22/2/2017 09:16

I'm half hoping there are some Mclaren chasers and if the F1 car doesn't mention graphene tomorrow they'll be off and I can add that way.

As I understand the GNP side and their lead, and now have a decent grasp of the ink in typical AIM terms on promise it should be way over where it is.

Now if Carbide is getting underpinned by the oil turn (like Hardide) then that helps a lot. In recent interviews the CEO has suggested Carbide is seeing renewed orders.

Typically oil companies go skeleton on inventories in a dip in cost saving mode, then on a turn they have to stock up to catch up with the turn and they know that is what everyone else is doing.

[phoenixs] 22/2/2017 08:51

already in Auction this morning.

[phoenixs] 22/2/2017 08:47

A churn in shares a always healthy but I am not going to oblige in this instance!

but don't be surprised if MMs mark it down to try to get some "panic" sells even if they are short of stock

[superg1] 22/2/2017 08:42

You know what the herd twitchers are like Lucky. It would be good to get a tick back to cause them to panic and churn whoever is out there.

That said the herd haven't arrived yet just some stragglers on the plains

[spike_1] 22/2/2017 08:40

Hi sg only rumors of a piece on VRS although not necessarily this week - just checking ;0)

[luckyorange] 22/2/2017 08:36

24p is the next resistance level? If it goes through there then it all depends on news and orders, sentiment and not wanting to miss out!

Still low risk at the current SP?

[superg1] 22/2/2017 08:35

Spike

Have you heard something re Moneyweek I note your post.

[superg1] 22/2/2017 08:33

Here they come keep going fellas. :-)

[superg1] 22/2/2017 08:32

I'm hoping we have a few itchy fingers looking for the peak to sell. I imagine there at least some short term profit takers who have bought in recent days. Currently MMs need a supply.

[superg1] 22/2/2017 08:30

Cyber

Many of the early buyers are longer term PI holders. We have had little in the way of traders present or herd buyers on small punts.

As said I suspect that supply was about 2 million and was a churn of a large buy at 10p.


I don't say I suspect there was a large buy at 10p just that I suspect it has been churned through. If you go back through posts I added it up and suggests if it was them it would end very shortly (just days ago) which it seems to have done.

Churn is good. It all depends if funds want to cash in any. City did on 1.2 mill before xmas, but that may have been down to trying to shore up poor performance for the year.

[cyberbub] 22/2/2017 08:23

Logically we should expect a bit of resistance around 20p which is the 100% profit mark for those who bought at 10p. Hopefully it won't last too long...

[superg1] 22/2/2017 08:23

AGM and Hayd are around the £30 M/C level and imo VRS are far better placed and advanced than either of those. VRS around £20m now.

I have a very dim view of AGM as some will know after some research. Views have little to do with an share price when shares are tight and AGM has had tight shares for a long time.

[superg1] 22/2/2017 08:19

That supply that was is looking more and more like around mill picked up in October when funds were dumping.

Churn is good imo and it would be good to see some more.

[superg1] 22/2/2017 08:10

ISDX off the offer now so just one MM on the offer now and still PEEL are sitting off the offer.

[superg1] 22/2/2017 08:06

Sandbag

I've been working on this one for 3 years but didn't get active posting until I thought the graphene side was about to break out.

I knew they had a production lead but they needed dispersion and other factors. The plastics factory news told me all I needed to know about dispersion and viability on costs.

[superg1] 22/2/2017 08:01

Tweets appearing now pointing at Aerospace and these links





For new arrivals. VRS have the ex Airbus MD on the board of directors and are in a collaboration with CT engineering who supply Airbus.

Airbus and Boeing also appeared (sept 16) at the layer additive centre (Exeter uni) on the topic of PEEK, sponsored by Victrex the PEEK specialists, VRS were present as part of a small group.

The details on that are in the header.

[handygandhi] 22/2/2017 07:55

Spike - I didn't overlook it, as you suggest.
I posted the link as it's much easier to read the original article which was published yesterday on the nanowerk site than a cut'n'paste on here.
Thanks for highlighting it, though.

[spike_1] 22/2/2017 07:46

Hi all,
Question: Anyone here get MoneyWeek??

Best wishes - Mike

[superg1] 22/2/2017 07:41

Good find lucky. I was thinking of it on typical logic rather than F1. I heard the likes of Mclaren were thinking about adding graphene 3 years ago but I guess back then there wasn't the correct type of graphene around or proof of performance in Carbon fibre.

I'm now wondering with the thin ply method what the gain would be in that type of material. The beauty of adding GNPs is if you vary the percentage added it can tweak strength and stiffness to exactly where they want it to be, particularly on stiffness.

So instead of trying to work out layers to create extra flexibility or stiffness they can now just adjust GNP loadings. The other factor is more for less. IE less carbon fibre for the same strength, which then may allow them to add weight or strength to somewhere else where they need it most.

As mentioned in the video down the road they could simply print the circuits onto the main body there are kilometres of copper on an F1 car.

Btw have you noticed MS software doesn't recognise the word graphene.