Versarien Share Discussion Threads

[pwhite73] 29/11/2024 12:09

Just where do I start with you. I’m not going to write a War and Peace here, so I’ll just be brief. Versarien is a graphene company. It started as a graphene company and if it fails it will die as a graphene company. Your suggestion it should diversify is both nonsensical and impractical. When Debenhams were heading for administration at no time did the board consider diversifying into gold mining. When Northern Rock and Royal Bank of Scotland were facing bankruptcy at no time did the boards consider diversifying into pharmaceuticals. Kodak, Comet, Woolworths the same applies, in virtually all business failures you die as you started. Depending on what a company does it can diversify with minimum disruption and a little adaption into another sector. A utility company moving from electricity to gas or water for example.

If a business is failing you can bring in new management who understands the sector better and have wider commercial contacts with the hope they can revive the business. You cannot do this with Versarien because no CEO understands the sector better than the one currently in place this is why he is invited to give lectures all over the world. Who would you suggest takes over Richard Branson?

[zydecoco] 29/11/2024 05:22

PW, do you think VRS will restructure the finance? And if so when? - January? They need the cash!!

[pwhite73] 28/11/2024 23:49

Told you all before this is a nascent industry so there are no industry leaders as such. The groundwork for regulation, standardisation and safety is still being laid by national and international governing bodies. Versarien are at the very heart of these developments worldwide. The use of graphene in industry whether it be tyres, batteries or microchips is gaining pace its just that everything is fragmented at the moment because there are no internationally agreed standards but things are moving and fast.

Cantor Fitzgerald and Spreadex haven't taken notifying stakes in a company that's about to go bust.

[pwhite73] 28/11/2024 23:49

1manchild - "tbh - if you asked them to deliver something"

Well they have been delivering. The CEO has been invited to deliver a number of lectures over the last two weeks in the UK, France and Brazil.



"Earlier today, Versarien® plc CEO Dr Stephen Hodge had the honour of giving an invited talk at USP - Universidade de São Paulo in the Department of Chemistry. Speaking to the Supramolecular Chemistry and Nanotechnology Laboratory research group, led by Prof. Koiti Araki, he shared insights into his 20-year journey from academia to industry and discussed opportunities for Versarien’s innovative products in South America. Dr Fernando Menegatti de Melo also introduced Montana Química's new business line SOMA (SOluções de Materiais Avançados). It was a fantastic opportunity to connect with and visit the labs of Prof. Araki whose research involves the functionalisation and compatibilisation of metallic nanoparticles and transition metal oxides/hydroxides for various applications"

"Versarien® plc CEO Stephen Hodge presented an overview of graphene synthesis methods at today's OECD - OCDE WPMN Expert Workshop on Graphene (Family Materials) held in Paris, with Senior Scientist John Benson attending in-person. We are pleased to continue our commitment to supporting the progress of regulation and standardisation of graphene materials. This workshop brings together global experts to discuss the latest advancements in graphene and the characterisation and regulatory challenges faced. As the main outcome, the expert workshop aims to derive recommendations on actions needed for Regulatory Preparedness and Safe(r)-and-Sustainable-by-Design."

"Last week, Versarien® plc's CEO, Stephen Hodge, had the honour of being invited by Sungkyunkwan University to present at an IEC (International Electrotechnical Commission) TC 113 forum held at BSI's Chiswick office. Stephen also participated in a panel discussion on the crucial topic of "nanomaterials standardisation for energy storage products," alongside leading industry and academic experts from the UK, China, Japan and South Korea."

"Yesterday, Versarien® plc CEO Stephen Hodge presented at the 2nd Joint Online Workshop: Harmonisation & Standardisation of Test Methods for Nano- and Advanced Materials!. Dr Hodge discussed key insights on graphene regulations and provided an overview of Versarien's ongoing activities within the iCARE project ( where we’re collecting and analysing abraded dusts from concrete and rubber-based composites that we enhance using graphene. This work is crucial for advancing our knowledge of the exposure and safety in the use of graphene in various key applications across the product life cycle."

[dil 21] 28/11/2024 22:36

We turned around yet PW ?

[1manchild] 28/11/2024 16:32

As of writing this email our share price has gone up today by 9/10,000ths of a penny - which constitutes a 2.72% rise in the share price.

what a brilliant management team we have in place to deliver the dream - said nobody ever!

tbh - if you asked them to deliver something as simple as a newspaper it would probably be soaking wet - an edition from 1975 - and it would be delivered to the wrong house - they are that useless

[squire007] 28/11/2024 00:10

Of course they own them they are legally declaring such .... Twice lol

[smokeyjohnson] 27/11/2024 19:16

Except it doesnt say they own ths shares it says the exposure is through financial instruments...

[squire007] 27/11/2024 17:58

When did they buy the said 226mill :-0 mmm

[squire007] 27/11/2024 17:54

Well you dont buy any shares if u think its going bust. Best short is going bust 100 percent win.... So must be the opposite ;-)

[smokeyjohnson] 27/11/2024 17:04

Is someone building a monstrous short with Spreadex? Can't think of many other reasons for a 226mill / 6% position size?

[supernumerary] 27/11/2024 10:47

The only thing left here is the story - pity they can't monetise it :¬)

[grabster] 27/11/2024 10:13

I agree. Only works where company and key shareholders are close. My portfolio usually includes more shorts than longs, but I don't waste time looking at wide-spread penny shares. I prefer stocks liquid enough and narrow-spreaded enough to daytrade at times.

PS: Not all brokers are reputable.

PPS: A company that spends any time trying to make life harder for shorters is kinda confirming that they are in decline. ;-)

PPPS: My only interest in VRS these days is like the interest people have in following soap operas and wondering who dies next.

[supernumerary] 27/11/2024 10:07

So it's the shareholders not the company, which remains powerless in this respect. Nor am I convinced that reputable brokers lend customer shares without their explicit permission, so the whole thing is a red herring.

In any case I'm not sure what it's got to do with vrs - you'd have to be mad to be wasting your time shorting this in a market like the current one - much better prospects around.

[grabster] 27/11/2024 09:48

supernumerary - if it is a company in which the bulk of the stock is held by a very small number of key shareholders, and those key players can be convinced by the company that it's in their interest to make life difficult for shorters, they can each place a GTC sell order at, say, twice current price (and up it if the market price does rise). In theory those shares cannot be loaned for shorting while an order is in place. In practice they can be, and sometimes are if arms are twisted, but respected brokers will generally shy away from doing so.

There are other ways in which a key shareholder or two can severely limit scope for shorting. (Eg: holding the shares in certificated form via a specific broker instructed not to loan)(Yes, I know that if paid to they sometimes will regardless). And sometimes a GTC sell order will be ignored if it is so far away from market that it is clearly tactical rather than real). But if a company is taking enough trouble to engineer difficulties, that alone can discourage brokers from going near it. ;-)

(I daresay some will now tell me that nod/wink brokers laugh off such tactics)

[supernumerary] 26/11/2024 22:50

'A company can block the shorting of its stock' - no, surely not - do you have any supporting evidence? Why would there ever be any shorting if it were true?

[grabster] 26/11/2024 18:05

And here she was a month ago in Manchester explaining what production system she is relying on


- and looking for a UK partner

CVD has drawbacks, and problems matching the qualities of exfoliated graphene - or at least it did a few years ago:
"..in reality, the currently available CVD-grown graphene films are still suffering from intrinsic defective grain boundaries, surface contaminations, and wrinkles, together with low growth rate and the requirement of inevitable transfer. Clearly, a gap still exits between the reality of CVD-derived graphene, especially in industrial production, and ideal graphene with outstanding properties."

Has that changed? Does Hydrograph regard its method as CVD or do they distinguish it with some other label?

VRS previously dissed CVD - but later did embrace it, in a way.

[laginaneil] 26/11/2024 17:05

Info for interested people

[1retirement] 25/11/2024 17:01

Won't go under the placing price.....wait, hold on.......the next one, or the one after that possibly but it definitely won't go under that placing price

[laginaneil] 24/11/2024 09:15

Difficulties for another 'graphene' company..



Lot of info on web about 'Daniel Stolyarov and Elena Polyakova. ' but can't see quickly what legal
fight is about.

Some history..

[kemche] 23/11/2024 16:22

Cronk - never underestimate the stupidity of the Rogers collective to pony up yet more money. Mensa
ready on standby.