Share Name Share Symbol Market Type Share ISIN Share Description
Versarien Plc LSE:VRS London Ordinary Share GB00B8YZTJ80 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  6.40 14.88% 49.40 1,264,738 16:35:01
Bid Price Offer Price High Price Low Price Open Price
48.00 50.80 50.50 43.00 43.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 9.14 -2.83 -1.64 84
Last Trade Time Trade Type Trade Size Trade Price Currency
17:09:21 O 10,000 49.40 GBX

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Date Time Title Posts
02/6/202000:09VRS The world lead in real Graphene (Nanene)103,012
01/6/202021:52The world lead in real Graphene (nanene) UNCENSORED, yes you can speak freely5,881
25/5/202008:52No support1
25/5/202008:46This share does my head in 1
04/5/202008:36I've had enough11

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Versarien Daily Update: Versarien Plc is listed in the Industrial Engineering sector of the London Stock Exchange with ticker VRS. The last closing price for Versarien was 43p.
Versarien Plc has a 4 week average price of 38.80p and a 12 week average price of 22p.
The 1 year high share price is 138p while the 1 year low share price is currently 22p.
There are currently 169,682,290 shares in issue and the average daily traded volume is 883,450 shares. The market capitalisation of Versarien Plc is £83,823,051.26.
holidayfunds8: nelly - it could be that Loggie somehow makes money from going short, but my personal feeling is that he & others fully recognise what is coming, and they already hold significant VRS shareholdings. BUT, and this is the key game you see being played out again & again - many of us who hold a distinctly positive view for the VRS share price over the next few weeks & months - would ALSO just love to be able to load up on VRS shares at cheaper prices. So, for me, you do your own research and come to a fundamental view of where the VRS share price is heading over the next, say, 6 months / 12mnths / 24mnths. If you think - as I do - that the VRS share price will hit 80pence sometime over the next few months, then it is rational to do various things: 1. Hold some VRS shares; 2. But, oddly perhaps, also hope that the VRS share price will drop to allow further VRS shares to be loaded up at cheaper prices; 3. And, to limit risk, having loaded up beyond what is sensible, you then offload / sell at least some of those additional VRS shares for a profit (when / if an opportunity arises). My my part, I am also eager to increase my VRS holding by being able to buy further shares at, say, 38pence or 40 pence. Unlike Loggie and team, however, I do not pretend to suggest the company is grossly overvalued. Rather, I am just honest with people, and indicate that I think VRS is a stonking BUY at current levels. But, if the share price does now drop back, I'd be delighted to be honest, because I have other pension resources which I can readily switch into further VRS shares. But risk still needs to be managed - so you can't go all out and bet the entire farm on a single share like VRS. But if it did fall back into the high 30s again, I would be happy to load further funds into VRS, beyond what is LTerm sensible, with a short-term profit outlook.
holidayfunds8: Loggie, In post #102693, you stated that: "As I keep saying anyone that has sold shares since I've been commenting on VRS (including the CEO) is much better off than anyone that has bought shares. The price has been in long term decline..." Whilst, with hindsight, I really now do wish I had sold shares at the most recent peak (around 68pence I think), I have been a buyer of VRS shares over the last few months, and I am substantially in profit on my VRS purchases, accepting I have traded also to some degree. Like you, perhaps, if we both think VRS will be substantially higher sometime over the coming weeks / months, then it is perfectly rationale to want to be able to buy VRS shares at lower levels. Nothing is wrong with that. But when the opportunity to buy VRS shares in the low 20s presented itself in mid-March, you were still posting heavily (so many posts per day), still stressing that the company was grossly over valued. The VRS share price then had a rather positive run, effectively increasing x3 to the high 60s on some days over the next 5-7 weeks. Now, it could be that you did buy in the low 20s and then sold for a substantial profit, and it was noticeable that you postings dropped to pretty much nil over that period. Anyway, going back to your #102693 post, you clearly do understand that the VRS share today is effectively double what is was at that mid-March low point. That is just a matter of simple fact - I do not think even you can wriggle a sentence out to dispute that simple fact. Anyway, I only mention the above facts in light of your long-term decline comment. I think we all understand the basis of that LT decline comment, but it's all about perspective on these kind of plays: * Phase 1 - nothing really; * Phase 2 - VRS then moves from cira 20pence to 180+ over the year or so to Sept / Oct 2018, as excitement builds; * Phase 3 - but, yes, VRS has dropped back over the last 20 months, as frustration that really no meaningful graphene-related revenues have yet been delivered, and the business clearly needed some degree of funding; Now, it is true that the line that the 'Collaborations Hopper is Very Full' will, at some point in the future, not be enough to support any substantial rise in the VRS share price. The ongoing frustration on the whereabouts of MEANINGFUL graphene-related (not just the sale of the actual physical graphene commodity) remains, well, an ongoing issue. But my personal bet remains that VRS is well positioned to (potentially) surge pretty substantially if we even get a sniff of any MEANINGFUL graphene revenues - and I personally judge that the commercial deals will come. But I have learnt over many years that delivery is very often a story of disappointment, at least in terms of the initial excitement about what is likely to unfold. It generally takes maybe 2-4 years longer than initially hoped for. Anyway, my personal view is that we will now see 3 further phases of this particular play: * Phase 4 - we have already really had this phase, with funding now secure for the next 2 years, and with a China JV now confirmed (though financial impact still far from known right now); Your obsession with VRS would suggest that you also readily see what MIGHT be coming here, but the Phase 5 and 6 are obviously going to be the key phases here: * Phase 5 (next few months / a year) - the Chinese take a 15% stake in VRS over the coming weeks / months, and the China JV begins to properly engage with a range of China partners (more damn collaborations) and we get the first SNIFF of confirmed meaningful graphene-related revenues (deals of, say, £1m+); * Phase 6 - the story plays out, as more & more of the known collaborations convert into a much larger graphene revenue base; and the rest is then history... Now, I can see that your own view on Phases 5 and 6 is maybe somewhat different to mine, at least what you will be posting currently. But I am sure we both agree that real newsflow here could serve to move the share price substantially and very quickly, and it's that fact alone that makes me feel comfortable with my VRS holding at these levels. After all, based upon your long-term decline comment, being a buyer of VRS in the 40-50 pence range is clearly better than having paid 180+pence for the same slice of cake. My current holding is well below my recent peak holding, and that's why I would not be at all disturbed if the share price now fell back a little, to allow both of us to buy VRS shares at a rather cheaper level. So, on balance, I think our financial aims here with VRS are pretty well aligned. Good luck to us all. David
holidayfunds8: Mav / Woody - pretty much agree with all you've said. It's during such 'dark' days I keep reminding myself of the feelings recently when VRS dropped close to 20pence within the day. But we then get the confirmation on funding (which was still presented by some negatively) and then confirmation on the initial set-up of the China JV. And the share price then moved up into the high40s, then 50s, then into the 60s. As always, we are now waiting for further news flow, across a range of different topics: * on the China 5% Investment - this will either be confirmed or not by the end of June. So we WILL have newsflow here one way or the other, positive or negative; * and we will then all read the Full Year RNS (maybe mid Jul), with that latest China information in hand; * and I am sure all of us would happily now trade 3 'collaborations' for 1 confirmed, meaningful graphene-related income stream. The long wait has been very considerable, and this remains the single key piece of information that the market lacks for VRS. And, to be clear, by meaningful I mean a revenue deal worth at least, say, £1m - that would not change the numbers much, but one or two such confirmed revenue deals would, I think, have a dramatic impact on the share price sentiment; * Covid-19 is certainly a bit of a downer but, that said, I would observe that VRS is one of the shares that is now substantially higher than the overall market low-point for UK shares generally. * And the COVID-19 experience may serve to push investors away from the some of the traditional companies with perceived risks (Oil & Gas, Fast cars, petrol / diesel vehicles generally, airlines, holidays, cruise ships, expensive UK property prices) towards companies which seem to offer a more positive fit in terms of climate change particularly, but also in making a variety of products lighter, stronger and better, and might get a slice of things like improved battery technology; Where the daily share price will head is a tough game to call - and, obviously, if you are a skilled trader, you might see opportunities. But I did think of selling one-third last Thursday at 63pence, but in the parallel universe where I decided to do that, you can be sure that the China news would have come out and we would now have a share price of 80pence. Even some of the larger companies are now moving around by 10-20% in a few days, so I'm not too distressed to see VRS being taken back to the lower 50s again. I do think of 'what might have been', ofcourse, but I am still happy to be holding the VRS shares that I do. And I am betting that, say, on Friday 29 May, I am close to certain that the VRS share price will have given us some excitement compared to what the share price has ended up at today (both ups & downs).
brassneck2: Shavian, I agree with you. It had been implied that Gnanomat tech was still a couple of years away from commercialisation so I very much doubt any big reveal in the next few weeks on something suddenly appearing in production. Mind you Mercedes were recently saying their battery breakthrough was 15 years away so a couple would be quick by that measure. On the share price I think we're unlikely to see day to day progress until there is a commercial deal and substantial order announced. News will drive the VRS share price. Haydale have released a small commercial deal for 2021 and their share price has moved 25-30%. I expect the same for VRS, step changes rather than a smooth line. Hopefully positive news isn't far away on either China, O&G or textiles. I'm sure any of these would give a 20%+ appreciation in share price.
holidayfunds8: My feelings on the Lanstead and China JV deals are as follows: * a clever combination of deals – VRS needs short-term funding, and having the Lanstead deal in place strengthens the VRS ‘what price?’ negotiations on the China side; * Also, perhaps an obvious point – but still very important – VRS team knew that these 2 deals would serve to significantly increase the VRS share price; * And this is why the Lanstead instalments do not start immediately – rather, they will start I think in June, or possibly May (RNS says 2 months after), so that the 20day calculation works off these higher share price levels; * And VRS will get £230k per month at a share price of 53.33, increasing by more than 50% to £352k per month if the share price was to increase to, say, 80 pence; see China points below; * On the proposed China buying VRS shares, the RNS stresses that we are looking at 3 EQUAL tranches of shares – up to a maximum 15% VRS shareholding - to occur over the next 15 months (to June 2021) and – this is the critical point – the first of those VRS investments must happen in the next few weeks, before 30June 2020; this is a very short timeframe, so short that – to my mind at least – it points to things being already at an advanced stage of readiness; Now, consider how things look from the viewpoint of our potential China investors: * Behind the scenes, China insiders will now have a good idea of how many new China JV ‘collaborations’ will likely be confirmed over, say, the next 6-9 months; * And those China insiders will have a good idea what impact confirmation of those ‘collaborations’ will have on the VRS share price, with some view of how those arrangements may then translate into commercial, revenue-generating deals for the China JV; * IF those partners calculate that the China JV-related deals will trigger an upward surge in the VRS share price, THEN they will want the 3 tranches of investment in VRS shares to happen pdq; it is not immediately clear to me from the RNS how close in time each of the 3 tranches can be but, IF I held a view that the VRS share price was going to shoot up as a result of my own actions, then I’d want to secure 15% of the company as fast as possible, because if I wait until June 2021, I would generally expect to have to pay more; Anyway, I am now hoping we may see some decent news flow over the coming weeks & months, across multiple fronts: * News that Chinese investors have injected cash, in return for an initial 5% shareholding; * News that the China JV has signed it’s first ‘collaboration’ deals; * And news that – away from China – that VRS has signed a - materially-significant - revenue-generating deal with somebody; Good luck to all current holders, and a massive thanks to those posters who have done the research here.
chumbo1: RNS Number : 8113IVersarien PLC06 April 2020 6 April 2020Versarien plc("Versarien", the "Company" or the "Group")Clarification relating to the Lanstead Sharing Agreement and further information on the China joint ventureVersarien plc (AIM: VRS), the advanced materials engineering group, is, pleased to provide further examples, following press comment, in respect of the subscription and sharing agreement with Lanstead Capital Investors LP, announced on 23 March 2020 and re-iterate the terms thereof (the "Lanstead Announcement") in order to aid shareholders understanding and further information on the China joint venture.Terms defined in the Lanstead Announcement are used throughout this announcement, unless otherwise advised. No new information is contained in this announcement other than the table below with examples of proceeds receivable pursuant to the Share Agreement at different prices for the ordinary shares of Versarien based on the Lanstead Subscription price of 40 pence per share (being an approximate premium of 2.5% to the Versarien volume weighted average share price in the 20 days prior to the Lanstead Announcement), and the issue price of the Value Payment Shares issued to Lanstead.Following receipt by the Company of £6 million of gross funds from the Subscription, all of the proceeds were pledged to the Sharing Agreement. Accordingly, and as previously stated, the proceeds of the Subscription were only available for use by the Company for entering into the Sharing Agreement. Consequently, the Company will receive cash settlements from Lanstead over a period of 24 months, commencing in approximately two months, and the amount of proceeds to be received is wholly dependent on the share price performance of the ordinary shares of Versarien each month over the term of the Sharing Agreement.As outlined in the Lanstead Announcement, shareholders should note that the Company also issued to Lanstead 750,000 Value Payment Shares as consideration for entering into the Sharing Agreement, such shares having been issued at a price of 40 pence per share.The Sharing Agreement provides that the Company will receive 24 monthly settlement amounts as measured against a benchmark share price of 53.33 pence per Subscription Share, a premium of approximately 33.33%. Notwithstanding the Subscription Price of 40 pence, shareholders should note that the share price of the Company needs to be on average over the 24 months of the Sharing Agreement at or above the Benchmark Price of 53.33 pence per share for the Company to receive at least, or more, than the gross Subscription proceeds of £6 million.If the Measured Price, calculated as the volume weighted average share price of the Company's ordinary shares over a period of 20 trading days prior to the monthly settlement date, exceeds the Benchmark Price, the Company will receive more than 100 per cent. of that monthly settlement due on a pro rata basis according to the excess of the Measured Price over the Benchmark Price. Should the Measured Price be below the Benchmark Price, the Company will receive less than 100 per cent. of the monthly settlement calculated on a pro rata basis and the Company will not be entitled to receive the shortfall at any later date.For example, if on a monthly settlement date the calculated Measured Price exceeds the Benchmark Price by 10 per cent., the settlement on that monthly settlement date will be 110 per cent. of the amount due from Lanstead on that date. If on the monthly settlement date the calculated Measured Price is below the Benchmark Price by 10 per cent., the settlement on the monthly settlement date will be 90 per cent. of the amount due on that date. Each settlement as so calculated will be in final settlement of Lanstead's obligation on that settlement date.Assuming the Measured Price equals the average Benchmark Price on the date of each and every monthly settlement, Versarien would receive aggregate proceeds of £6 million (before expenses) from the Subscription and Sharing Agreement. If the Measured Price is less than the Benchmark Price on the date of each and every monthly settlement, Versarien would receive aggregate proceeds of less than £6 million (before expenses). If the Measured Price is more than the Benchmark Price on the date of each and every monthly settlement, Versarien would receive aggregate proceeds of more than £6 million (before expenses).In order for shareholders to further understand the possible outcomes from the Sharing Agreement, the Company is pleased to set out below some examples of the amount of proceeds that it would receive in a monthly settlement from the Sharing Agreement, depending on the 20 day average volume weighted share price of the ordinary shares of Versarien in the period prior to the settlement: Measured Price (20 day volume weighted average share price)Monthly gross proceeds #2Approximate monthly net proceeds after all costs #380 pence£375,000£352,00060 pence£282,000£261,00053.33 pence #1£250,000£230,00040 pence£188,000£170,00020 pence£94,000£78,000#1 the Benchmark Price for the Sharing Agreement#2 being the number of Subscription Shares multiplied by the Subscription Price multiplied by the Measured Price divided by the Benchmark Price (being a premium of 33.33% to the Subscription Price) and divided by 24 settlements#3 assuming this is the average Measured Price over the 24 months of the Sharing Agreement The proceeds receivable by the Company over the 24 month duration of the Sharing Agreement will be net of the cost of £300,000 incurred by the Company in entering into the Sharing Agreement with Lanstead, satisfied by the issue of the Value Payment Shares to Lanstead, approximately £30,000 of other costs incurred by Versarien in connection with the Subscription and Sharing Agreement, together with advisory fees paid to a third party adviser to Versarien of 2.5% of the amounts received under the Sharing Agreement.By way of illustration, if the average Versarien share price over the duration of the Sharing Agreement equates to the Benchmark Share Price (an approximate 5% premium to the closing mid-price of the Versarien shares on 3 April 2020) the gross proceeds received by Versarien from the Sharing Agreement would be £6.0 million and the proceeds net of all costs and fees would be approximately £5.5 million.The Directors believe that the Sharing Agreement provides a number of benefits to Versarien and its shareholders including: the certainty of near term income, albeit the quantum is dependent on the Versarien share price; the opportunity to benefit from positive future share price performance; and that the amount of shares issued are fixed, together with the cost of their issue.Whilst theoretically the Company could have potentially raised a greater sum of money per share issued from a future placing of shares if the share price rises above the Benchmark Price, when compared to the proceeds from the Sharing Agreement, this would be dependent on a number of factors such as the willingness of investors to participate in any placing, the ability to achieve a placing at an appropriate discount and the ability of the Company to limit the costs of any such placing. The Directors believe that the proceeds the Company will receive from the Sharing Agreement with Lanstead significantly outweigh the risks associated with any such theoretical placing, the uncertainty of when such a placing may be possible and the uncertainty of achieving a positive outcome. Further information on China joint venture Versarien is pleased to provide further information in respect of the joint venture agreement with Young-Graphene (Beijing) Technology Company Limited ("YG") announced on 25 March 2020, following press speculation.The Company initially entered into negotiations with the Beijing Institute of Graphene Technology Co. Ltd ("BIGT") in March 2019 and a term sheet was executed with BIGT and announced on 15 April 2019. The Company has worked subsequently in co-operation with both BIGT and the China International Graphene Industry Union ("CIGIU") towards the establishment of a joint venture in China which culminated in the joint venture agreement with YG.Due to BIGT's regulatory obligations, exchange controls in China and the downward movement in the Company's share price since executing the term sheet with BIGT, it became unfeasible for BIGT to invest in Versarien at a price level that would have been acceptable to the Company. YG, with the support of both BIGT and CIGIU was established to facilitate, inter alia, an acceptable investment into the Company.As previously announced, the joint venture with YG is conditional on it procuring that strategic equity investment in Versarien within the time frames disclosed in the announcement of 25 March 2020. Further notifications and updates regarding the joint venture and associated financing will only be made in the event that a development occurs that is sufficiently significant to require a regulatory notification.Further details concerning the joint venture with YG, including the terms and conditions and other risk factors are set out in the Company's 25 March 2020 "China update" announcement.
evergreen8: I would be amazed if the wider market has a clue of the implications of our recent news. Much like Microsoft announcing the launch of their operating system and first software to a resounding “so what” from the market but with the significant difference that VRS have 300 of the worlds largest corporations funding the establishment of the manufacturing base to secure VAST quantities of VRS product in the shortest possible time scales that the Chinese demand economy can deliver. Forget western snail paced timescales, China has the capacity to build Seven airports from scratch in one year and two hospitals in a fortnight. The instructions from Beijing have now set in motion the rapid development of their High Quality Few layer Graphene production capability in conjunction with VRS as their 50% partner. The markets rear view mirror will soon recognise retrospectively that they missed the boat once the revenues from the MASSIVE Chinese production volumes start to flow with many investors patting themselves on the back if they manage to get in on VRS below £5. I simply have to look at the likes of Fevertree, a one trick pony selling fizzy water, that rose over just two years to above £36, to realise that VRS with GUARANTEED sales to the entire Chinese MASSIVE MARKET that the VRS share price will soon be record breaking and off the chart. Against this backdrop an share price below £1 has got to be the bargain of the century. Prior to this news things were looking very dark indeed but now the future is brighter than I could have imagined. GLALTH
nemo19: In addition to all that's happened today, the Q&A from yesterday are now on Investor Meet website. Well done to the team for publishing so quickly. Q1: How important was this financing for your collaborators to move to full commercial deals? It is important for our Directors, employees, customers and shareholders to know the business is secure through what is unprecedented times. This funding provides financial flexibility during times of uncertainty Q2: Can you provide more colour on how the Lanstead funds are to be used across the group? How much towards working capital vs graphene technologies Vs commercial team scale up? We have a holistic view of finance but it is intended to cover the expenses of the business and to supplement the cash and debt facilities the group has. Q3: In addition to the finance arrangement announced with Lanstead, does the company intend to apply for any of the recently announced government assistance i. e. Interest free loan, as an additonal safeguard in the current difficult economic situation? The details of the loans structure are only just now being released, we will where possible look at any opportunity. However these types of mechanisms if based around existing facilities .E.G EFG are extremely hard to secure. Q4: Was the €300,000 loan paid to Gnanomat as mentioned in feb 25th RNS? Yes Q5: Why raise at this difficult times in the markets? As explained in the presentation which is also available on this platform, the world has changed significantly recently and therefore the board took the decision to act firmly and decisively Q6: Does the agreement with Lanstead have an impact on any potential share deals in China? No Q7: Please can we have any information of relationship with University of Exeter We are a partner in some research programs and have a relationship around some specific areas of interest. Q8: What circumstances have stopped use of primary bid. If it is Covid-19, with webinars, call conferencing etc. what is the constraint? It would not make sense for private investors to take shares at a premium , when shares are available via the market cheaper. We have not ruled out future Primary Bid offers at a suitable time. Q9: As we were told recently a fund raising was not required, what does Lanstead bring to the table apart from funds? It is the nature of the fund raise which is important to the company. Q10: As many collaborations are described at commercial stage eg MAS, what delays are you experiencing? The world is experiencing disruption across all continents and this has an impact for some of our customers. Q11: Is there a clause that prevents landstead from Lending stock eg enabling shorting No, but we don't believe it is in the interests of Lanstead to lend stock, as the deal gets better the higher the share price. Q12: Is this a Death Spiral financing agreement? No because the number of shares is fixed at 15,750,000; schemes labelled 'Death Spiral' normally have a fixed amount of cash to be paid every month and a variable number of shares to be issued. This makes this scheme fundamentally different to other schemes. Q13: Should, for some unlikely reason, relations between VRS and Lanstead become sour during the 24-month term, how do you assess or calculate the possibilities re Lanstead manipulating the share price to their possible advantage? In order to get the maximum cash for Lanstead this would require the share price to be much higher, the higher the share price the higher their return. Q14: Is there a lock-in of Lanstead shares? No, the scheme wouldn't work with a lock in. Q15: Should a customer deal during the term require significant spend on production equipment/staff that requires further funding, do you see Lansteads 40p price as a marker or a limit in such funding arrangements? No any deal would be on a case by case basis with the share price being just one of the considerations. Q16: What is the minimum price that VRS will get for its shares issued under the financing agreement? There is not a financing agreement. The Company received 40p per share and re-invested the proceeds in a Sharing Agreement. The proceeds from the Sharing Agreement vary according to the share price with no floor or cap. Q17: What will happen if the general stock market is suspended due to Covid-19, and Lanstead are unable to sell shares in VRS? Then that would be a consideration between the 2 parties but Lanstead has access to cash and does not need to sell shares to pay the settlements. Q18: Does the Board have any concerns about the extent of share price control Lanstead possess given their circa 10% holding? No Q19: What protection do VRS shareholders have if Lanstead decide to sell? It is not in the interests of Lanstead to sell until they have reached the maximum return Q20: Are VRS now ready to be able to cope with, say, a TFL order for 1,000 arches, followed by a further order from Network Rail? Yes we have capacity and an adequate supply chain. Q21: How many Arches does VRS think it could supply over, say, the next 12 months? This is market sensitive information and would constitute a forecast and is therefore not permitted under the market rules. Q22: Does VRS have that supply capability themselves? Or will they use a 3rd party to do that work? Currently a number of 3rd parties but we are looking to bring in house as soon as we have justification Q23: All in, assuming a 1000 production run, what would the fully loaded unit cost per 120kg arch be? And what might VRS sell each arch to TFL? This is market sensitive information and would constitute a forecast and is therefore not permitted under the market rules. Q24: What is the go-to-market strategy for the Arch? Being developed following the recruitment of Dan Smith Q25: VRS having limited in-house production capacity, will some of the major collaboration players that have now selected VRS as their graphene technical know-how IP partner offer production capacity local to their supply needs? This is market sensitive information and would constitute a forecast and is therefore not permitted under the market rules. Q26: How is sentiment in China currently? Good Q27: Does a falling share price make it harder for VRS to agree a BIGT deal involving third parties? If not, is a 15% equity deal at £1.40 still feasible? No it doesn't make it harder. Q28: Is VRS in a position to supply graphene enhanced Asphalt and if so, will you be participating in any anticipated Government tender announcements for this work? No this for everyone is at a research level Q29: Are the 2 UK government secondees still working for Versarien? Yes, and working very hard in the CEO's opinion Q30: What is the company's advertising strategy? Developing hTTps://
superg1: From the Lanstead website Why choose Lanstead as a shareholder and why enter into an accompanying Lanstead sharing agreement? Lanstead aims to be a supportive longer-term equity investor; a “stickier̶1; type of institutional investor. Lanstead shares the upside of its investment with the company to incentivize growth and continues to work closely with companies and their advisers. How does Lanstead invest? Lanstead becomes a shareholder in a company by participating in placings either alongside other institutional investors or as a sole placee. How does the Lanstead sharing agreement work? When Lanstead becomes a shareholder, by purchasing shares in a placing, it also enters into a sharing agreement designed to share the upside in company growth based on a benchmark price (BMP). The sharing agreement provides the opportunity for a company to benefit from positive future news flow. Is Lanstead entitled to invest monthly at a fixed discount to the prevailing company share price from month to month? No. Lanstead will be issued and will immediately pay for all the shares it purchases in a placing. The number of shares issued to Lanstead is fixed and does not change. Does Lanstead benefit by the share price being lower than the BMP, rather than going higher than the BMP? No. Lanstead makes more money the higher the share price rises. Through the sharing agreement Lanstead shares the majority of the upside as a company’s share price appreciates. The sharing agreement is an incentive for the company’s management to perform, thereby benefitting all shareholders including Lanstead. The outcome for the company is contractually clear and the value of Lanstead’s investment is greater if the company’s share price is higher. It is important to note that Lanstead shares the majority, but not all of the upside in any future company share price appreciation. The bottom line is that Lanstead makes more money as the share price rises and does not derive any advantage from a decline in the share price. Can Lanstead trade its shares? Lanstead has a demonstrable track record of being a longer-term supportive shareholder to its investee companies. Like any institutional investor, Lanstead only invests in companies where it can see strong potential for share price appreciation. Lanstead is free to buy and sell shares just like any other shareholder and it is required to disclose movements of >1% as a significant disclosable shareholder. Unlike other shareholders, Lanstead has an uncapped commitment through the sharing agreement to remit amounts each month to the company based on the prevailing share price. Therefore, whilst Lanstead may take a profit along the way (like any shareholder) and cover its downside risk on the investment (just like any shareholder), Lanstead also has an incentive (unlike other shareholders) to maintain a significant on-going shareholding because of its uncapped exposure on the amounts due to the company over the 18 months of the sharing agreement as a company’s shares appreciate.
holidayfunds8: LoggieBear, The first 'low-point' of the VRS share price happened 4 weeks ago (on Tues 11 Feb). The intra-day low on that day, and also today, were very similar, as were the closing prices. So the VRS share price today was pretty much the same as it was on Tuesday 11 Feb. Now, if you had a neutral bent of mind, you might observe that - against the modest declines that have hit markets over recent days - the VRS share price has held up pretty well, all things considered. During these same 4 weeks, you have posted over 300 posts, an average of over 10 posts per day. I guess that tells it's own story. Anyway, getting back to to the CNCT Arch: * when we last compared notes, I think you were focused only on the likely graphene tonnage for, say, am order of 1000 arches; * but you must now realise that the Arch opportunity actually relates to the knowledge VRS now has built up on this, in that they have spent a while fine-tuning the exact blend of the graphene-enhanced thermoplastic composite which, in total, weighs around 120kg per arch; * and it is a blend that has been formulated for 3D Printing; * so VRS will supply the graphene-reinforced polymer to the 3D Printer, and those printed pieces can then be supplied by VRS to the likes of TfL, and then assembled over the track; Now, the sort of question that SHOULD have been asked at the IG Interview might have been along these lines: * are VRS now ready to be able to cope with, say, a TfL order for 1,000 arches, followed by a further order from Network Rail? * how many Arches does VRS think it COULD supply over, say, the next 12 months? Less than a 1,000, more than a 1,000; * who exactly will prepare the thermoplastic composite / polymer to give to the 3D Printer? Does VRS have that supply capability themselves? Or will they use a 3rd party to do that work? * all in, assuming a 1,000 production run, what would the fully-loaded unit cost per 120kg arch be? And what might VRS sell each arch to TfL for? Now, you will respond that I am (again) counting my chickens a little early, but it's the above kind of analysis that now needs to be completed, JUST IN CASE TfL are as interested in the CNCT Arch as many think they will be. Now, you can't build a solid investment case on just one JUST IN CASE example. But, then again, if you have dozens of such opportunities with partners that are major players in their respective markets, then you might begin to wonder on 2 main fronts: * on the graphene side - how much quality product of the required grade can VRS now scale-up to provide? As I think you also mentioned, it is not clear what scale of demand VRS could now cope with; * but, also of importance, for most of the partnerships - as confirmed pretty clearly in the IG Interview - VRS's business is to a) figure out the optimal grade & weighting of graphene to add into other materials (plastics / polymers, cement, other composite materials) and b) VRS will then supply that 'blended- product' or end-composite product to customers; * Now, I can't see VRS having the 'in-house' capacity to supply all of these graphene-enhanced materials to customers - so how exactly could that / will that work? Now, given the major players that have now selected VRS as their graphene technical know-how IP partner, I guess those major players have given some thought to the above matters, eh? They can't all be idiots, can they? Now, find me a picture of a 3D-Printed lightweight, graphene-enhanced, aircraft seat (ps I can't find one). But if were Airbus or Boeing, that would be one particular item I'd want to urgently explore, since the seats could be tested & certified relatively quickly. Now, VRS may not be a player in that particular market but, then again, I suppose seats might be classed as 'aircraft interior parts'. Interesting days... (relatively, VRS has been my best performer over the last 4 weeks, hey ho) David
Versarien share price data is direct from the London Stock Exchange
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