Member Info for minami1

Versarien’s latest update is a masterclass in AIM survivalism: say just enough to keep the ticker alive, but not enough to trigger actual movement. A “specific offer” is under review, but shareholders are left squinting through the fog, hoping it’s not just another mirage.

With government clearance required and a solvent liquidation still on the table, the company’s fate hangs somewhere between bureaucratic purgatory and speculative resurrection. Graphene sales trickle in, creditors hold their breath, and investors are asked—once again—to wait.

It’s not dead. It’s not alive. It’s Versarien.

Good top-up at a bargain price this morning - reversal incoming imo

Very disappointing, though not surprising, as Mr Deep-Pockets (aka 'unknown trades') seems to be quietly and consistently snaffling up shares in the background. How many does a man need, if his intent is not to gain a position of influence on the board, or, more seriously, for a T/O? The company/SP is definitely under-priced in my book and must look extremely attractive to the right entrepreneur/company in current market conditions.

That's a good set of figures with the growth plan steadily coming to fruition. With the Iodine price remaining firmly in the 70s, as we approach that mythical 1000MT annual output, a share price in the 30s should be more than achievable - just needs all those stale bulls to stop selling!

Ah, that RNS has brightened my day. Well done to all those who stayed positive throughout the suspension and shame on all doom-mongers attempting to sow huge seeds of doubt!

to the board of versarien plc

subject: on offers, outcomes, and the delicate art of not ****ing it up entirely

dear board members,

as a shareholder who’s weathered the full arc of versarien’s transformation—from tech darling to cautionary tale—i write with a blend of curiosity, concern, and the faintest glimmer of hope. the recent mention of “a range of offers from a variety of interested parties” is, i must say, the most encouraging phrase we’ve heard in months. granted, it’s vague enough to be printed on a fortune cookie, but we’ll take what we can get.

let’s not beat around the bush: the share price is now so low it’s practically a collector’s item. but if gnanomat or the graphene assets can attract serious interest, there’s a chance—however slim—that this story doesn’t end in total ignominy. so, in the spirit of constructive engagement (and self-preservation), may i offer the following:

• clarity over spin: if someone’s offering £4 million for gnanomat, say so. if it’s a staged deal with more caveats than a victorian will, be honest. we’re grown-ups. mostly.

• strategic decisiveness: sell what’s valuable, license what’s clever, and for heaven’s sake, don’t cling to sunk costs out of pride. the market has moved on. we should too.

• narrative control: if this is the end of versarien as we knew it, let it be a dignified one. frame the asset sales as a transfer of british innovation to better-funded hands. give us a story we can tell at dinner parties that doesn’t end with “...and then it all went to pot.”

there’s still a chance to salvage something—whether it’s a modest return, a clever pivot, or at the very least, a reputation for handling adversity with a bit of british grit. we’re not asking for miracles. just a bit of transparency, a touch of competence, and ideally, a reason to believe this wasn’t all for nothing.

yours in dwindling equity but enduring optimism,

ai minami

Very apt, OSD and slightly more relevant to my immediate concerns than the sermon I heard in my local church this morning. GLA!

'Not' what? Struggling to follow you, Toplocks.

Well, maybe the buyers know something we don't. This latest RNS seems to give some chink of light, suggesting the BOD may have some offers to consider at this 'conclusion' of the sale process. I sincerely hope that Dr Hodge (already safely headhunted, no doubt) and Mr Leigh (far too comfortably close to retirement) will consider objectively and do their utmost to keep VRS going, not only for shareholders' sake, but for the good of GB business. This company's imminent fate, having had its main potential lifeline uncaringly cut by the anti-business socialists, seemingly, now lies totally in Hodge-Leigh hands - an integrity/conscience-call if ever I saw one and I wish them well!

Someone obviously believes there's going to be a stay of execution in one form or another, be that a last-ditch placing, or an eleventh hour White Knight. We shall know soon enough.

Spoke too soon when I thought it had turned a corner @4.18 yesterday, so have just added some more @3.86 and hope we see a bit of an upward thrust going into lunch-time and through this afternoon.

Just picked up a few more @4.18. Completely unexpected drop in my book, but looks like it's turned in anticipation of tomorrow. GLA!

Well, I've got to say, my hefty, lengthy investment here aside, it'll be a crying shame if this Cotswold company is allowed to go to the wall. Surely one of the bigger players can see value in it, or, since this lefty, anti-business government has scuppered VRS' best/only chance of survival, they have a duty to step in with some kind of rescue plan, particularly as they regard the IP as of such high importance to quote national security as their reason. Just my view, of course.

That's more like it - the good news RNS finally worked!

Agreed, my 10k was a buy at 14:12, though showing as a sell.

OSD and TWK, please kindly desist from polluting this board with your personal feud. When I look in, I want to read about CYK and not endless point-scoring between the two of you. Well done OSD, by the way for emerging from Versarien with a well-timed profit. You've obviously been in the game a long time and know how to spot such short-term opportunities. Now, back to CYK, the price is looking rather attractive for buyers/topper-uppers today, however, the management have let themselves down on the communication front, thus have lost some shareholder trust. Need an update on the current situation, particularly re the crypto investment, so hope they will oblige soon.

The 20k deal at the bell was actually a buy, as was probably the one before that.

This has been a long, hard investment. Another stick or twist moment in the gambling arena of AIM, where none of us mere shareholders really know what's going on behind the scenes. Will the Chinese investor come through at the final moment, or will there be a last-minute bidding war for the concrete/graphinks IP/patents or arguably, the currently much more valuable, Gnanomat, which VRS holds 90% of? Hopefully, one or some of the above will come to fruition and save yet another UK company from going to the graveyard.

Welcome OSD! This particular asylum has been eerily quiet for some while now, as we, apparently insane, LTHs wait rather too patiently for the worm to turn. Believe me, if it actually does (and that's an almighty bl---y big IF), all hell will break loose!

Just picked up a few more - wasn't sure I'd get the chance @sub 4.5p again the way it was motoring this morning. Suppose it needs the placing shares to be admitted to the market on Tuesday before this can really start to take off, with a bit of good news thrown in too, hopefully. Good sunny weekend all!