If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
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These q and are are from the webinar btw
Good that they answered a lot of questions, but some of that comes across as a bit arrogrant 'It’s not for us to comment on the company’s share price.' There's no reason they can't make general comments on that. Increasing sales isn't a strategy.
I dislike overenthusiastic car salesman as much as the next man, but if I didn't have a clue about the product, nothing Mark said would engender anything like sufficient confidence to invest. I hope he just comes across poorly.
Alternative answer to Q11: next placement is [when] lol
#dyor all...certainly don't rely on anon posters here: none of us know anything
Well done shadow. Glad youre on our side asking these important questions. Excellent.
Q28: Who are your main competitors?
Data companies - Database providers, ELN Providers and Life Science Companies
Drug Discovery – Exscientia, Arctoris, In Silico Medicine, Iktos
Q29: Schools and universities are incorporating increasing amounts of digital scientific experiments as part of their laboratory work, for teaching, self-learning and assessment. Is this a sector that Deepmatter is look ing into?
Yes
Q30: Can you please explain how you build revenue growth with existing customers both on hardware and data side and how interrelated are these sales?
Customers pay for the products through annual licenses (where revenues are recognised immediately under IFRS accounting) and cloud SaaS (Software as a Service) (where revenues are recognised periodically over a term under IFRS accounting). Deals to exclusively access the Group’s unique data are usually commercially offered on the basis of an up-front access fee and trailing royalties.
Q31: You say you are the leader in this field. But your revenue is very small and revenue growth seems pedestrian for a growth opportunity. What do you believe the total market size to be and what are the items holding back an acceleration in adoption?
DMTR TAM is approximately $1-2bn. Globally, more than $180 bn is spent annually in pharmaceutical R&D with trend growth of c.3% annually.
Q32: Given your H1 loss and cash position, what is your funding strategy?
See answer to Q11
Q33: For a given customer e.g. Merck - what are the key catalysts to enable such an engagement to expand.
Without pointing to any specific customer, please answer to Q17
Q34: Can you elaborate on the share price, the company's activities and the company's engagement with shareholders?
We are in regular contact with our largest shareholders and publish all regulatory and appropriate operational news. It’s not for us to comment on the company’s share price.
Q35: Do you see the academic area as an opportunity?
Yes