Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
seems like everyone feels like investing in Dogecoin today
Just got cheaper
Double Mutation...wtf??
A coronavirus variant with a “double mutation” has been detected in the UK after having first emerged in India.
A total of 77 cases of the variant, known as B.1.617, have been recorded in the UK up to April 14, according to Public Health England (PHE).
Of these cases, 73 were recorded in England and four in Scotland.
No problem with quiet days.. those that have wanted to have taken their positions and generally topping up now and again.. news on STC imminent that will increase bottom line figures plus water monitoring update in China very close.. loads of other Aimers have had a blood bath these last couple of weeks
Another very quiet day on the volume side, just @300k traded which is low even by DVRG standards
The limitations of individual screening
While the speed with which scientists produced a viable test for checking whether a patient is suffering from COVID-19 is to be commended, the practice of individual screening does have its problems. For one thing, such tests are generally only administered to those reporting symptoms of the virus. Given that some studies have shown that over two-thirds of those diagnosed with the disease did not experience any symptoms whatsoever, that means a sizable chunk of sufferers are likely going undetected.
What’s more, arranging individual screening tests is a time-consuming and expensive business which is not conducive to gaining rapid results. It could also be regarded as invasive by more vulnerable members of society (such as teenagers, the elderly or those with pre-existing medical conditions). Finally, the practice is virtually impossible to undertake on a large scale in developing countries where the infrastructure and the financial resources are not in place to support it.
How wastewater monitoring can help
By contrast, wastewater monitoring is almost the polar opposite of individual diagnostics tests in some respects. While it is not able to identify individual sufferers of the disease or even give a reliable estimate of the concentration of infected people in a population, it can give a broad overview of how the disease has propagated in a community. What’s more, it can achieve that outcome quickly, affordably and with little effort from the authorities.
That’s because wastewater monitoring is already being practiced by many countries around the globe to search for polioviruses, bacteria with antibiotic-resistance and a host of other contaminants. To learn more about this field and how it is being adapted for coronavirus, the article Rapid detection of risks to microbial safety of water using BACTcontrol Rapidly detecting faecal pollutions related to microbial infections, recently including COVID-19 contains much useful information. As such, wastewater monitoring is a highly effective tool as an early warning system of where and when the disease might spread next, allowing authorities to divert the appropriate resources to mitigate its most harmful effects.
After the novel coronavirus was first discovered in Wuhan City in China in December 2019, it subsequently spread to the rest of the world in rapid fashion, prompting the WHO to declare a global pandemic. Since then, the scientific community have been using all avenues of research available to them to learn as much as possible about this deadly disease.
One such avenue is wastewater-based epidemiology (WBE), which analyses human sewage for traces of the virus’s genetic material. This has been a highly useful method of detecting the presence and prevalence of the disease in a given population before it becomes apparent through hospitalisations and individual diagnostics tests. But what have we learned about coronavirus from wastewater monitoring since the initial outbreak?
Research at home and abroad
As soon as it was discovered that traces of COVID-19 could survive in wastewater, scientists began applying their existing knowledge of WBE to the subject. For those interested, the article Rapid detection of risks to microbial safety of water using BACTcontrol rapidly detecting faecal pollutions related to microbial infections, recently including COVID-19 contains plentiful information on this fascinating area of research.
Studies were quickly put into action at academic institutions across the country, involving such colleges and universities as Imperial College London, the University of Edinburgh and the University of Bath. Meanwhile, a Professor from Middlesex University began overseeing a collaborative programme of research involving stakeholders from all over the world, at the same time that similar initiatives were launched in countries as diverse as Luxembourg, Finland, France and the Netherlands.
Key findings
The cumulative findings that have been unearthed by these various research teams – and the collaboration which has allowed for the sharing of data and the exchange of ideas – has been instrumental in expanding our knowledge of how the virus behaves in wastewater. Here are some of the key findings thus far:
While the virus itself does not appear to remain active in wastewater, traces of its genetic material can persist in the environment for three weeks or more.
The WHO has insisted that these traces are not infectious and while no studies have uncovered concrete evidence of sufferers having contracted the disease via this medium, transmission through faecal matter cannot be conclusively ruled out.
Between 40% and 50% of those diagnosed with the disease will shed DNA fragments of coronavirus through their faeces.
The “Big Picture” data that this can provide the authorities with could arrive two or days before the disease manifests itself through symptomatic sufferers and hospitalisations.
Perhaps most importantly of all, wastewater monitoring for COVID-19 is very important as it can furnish scientists, medical professionals and local authorities with an early warning that a virus hotspot is likely to surface.
This is pretty grim.....
Hospitals in Brazil are being forced to intubate coronavirus patients without sedatives amid critical medicine shortages caused by the country's current outbreak, reports claim.
A doctor at the Albert Schweitzer municipal hospital in Rio de Janeiro said that doctors are resorting to tying patients to their beds in order to ventilate them.
Medics have also been diluting sedative medication to make it last longer and using neuromuscular blockers so patients can't resist, they said on the condition of anonymity.
If theme is soon and better, then front page of Guardian tells us current rapid tests not good enough:
https://storify.com/services/proxy/2/Q6t6XL--pWjBpZyytXG0ZQ/https/media.fyre.co/8z0UjmVcQaxgAsKGtbYc_16apr1front01_1618521584_001.png
Soon enough seems a suitable enough subject heading to drop a link to Irish Report of the COVID-19 Rapid Testing Group titled
"Safe Sustainable Re-opening: The Role of Rapid SARS-CoV-2 Testing":
https://assets.gov.ie/129982/35f38622-e397-4468-96a9-4b499f85a2be.pdf
Dated 19th March 2021
Breath largely ignored in document:
"There are also a number of more experimental types of testing for SARSCoV-2 infection under development. These include measurement of anosmia (loss of smell), measurement of changes in breath biochemistry or the use of trained sniffer dogs to detect distinct patterns of volatile organic compounds resulting from SARS-CoV-2 infection. These more experimental approaches are not considered further as part of this review".
"It is highly likely that the specificity and sensitivity of rapid tests will improve, that more convenient and person friendly sampling, e.g. saliva, nasal swab, exhaled air will emerge and that ways of enhancing the accuracy of reading the result, e.g. AI function on a mobile phone, will all progress rapidly in the next months. So establishing the logistics, public awareness and monitoring infrastructure for widespread testing should take place now, to allow that such future advances be easily deployed at scale."
From recommendations made it is clear once BT is approved in UK it shouldn't face any delay to roll out in Ireland (also 10.7 Collaboration with Northern Ireland / UK ):
"A 1.4 In order to maintain quality and benefit from collective procurement, Ireland should select commercial tests from the list of validated tests within the European Commission Joint Research Centre (JRC), which are mutually recognised as validated tests. Additionally, Ireland should consider utilising commercial tests that have been validated, with published results in other non-EU countries, e.g., UK, USA (CDC) etc. This may be important if there are procurement challenges or if a non-EU country has validated a particularly good new commercial test first or if Ireland requires criteria additional to those required by the EU, e.g., barcoding of individual devices. As this is a rapidly developing field, Ireland should also investigate, and where appropriate validate selected newly released tests (which have the potential to be more accurate, easier to use, cheaper etc.) and thereby contribute to the collective European validation programme."
"a particularly good new commercial test first", soon...
Section "10.1 Start Immediately" worth a read for anyone thinking Microtox BT is too late to market... Testing becoming more important not less.
End of section 10.3 makes a case for data collection in Ireland...
And not that anybody should need it but a link to the article quoting Professor Mark Ferguson chair of the COVID-19 Rapid Testing Group:
https://www.newstalk.com/news/coronavirus-breath-tests-could-be-available-within-six-months-leading-scientist-says-1174377
BT update 17.03.21, tmw 16.04
We've seen a lot of investors come and go on this board over the last few years Gidget, lets see if patience pays or being a chancer does long term. Thankfully I didn't lose faith at waiting for us to break 1p. 2p or 3p.(old money). I'll be here holding at every resistant line because I 100% believe in this.
Gidget. I am a cautious, sceptical investor. The CEO is excellent at selling the story, which I get, but there always questions/worries/doubts. Take a look at Thruvision, only sells really available, buying impossible despite a bit of a delay in delivery, and the sharp sell off that saw a very quick recovery. So easy to buy in comparison here makes me a bit nervous, that’s all.
(And OK’ish, it was the CEO’s wife selling not him.)
Article dated 6 March from Tony Blair Institute For Global Change:
https://institute.global/policy/passing-test-how-safely-reopen-economy
"Infectious diseases will always be with us, and it would be an unforced error if next time around we have not learned the tragic and expensive lessons of SARS-CoV-2. We have to be ready to immediately deploy fast (while-you-wait), frequent (daily or weekly), cheap ($1 to $5 each) rapid testing as our first line of defence to contain the spread, buying the time needed for therapies and vaccines to be ready for action."
Breath tests get a mention. Exhalation Technology Ltd get a mention. DeepVerge do not.
Point being many are assuming vaccines mean pandemic over and back to normal. Even those who know better and have done some research are still sleeping on DVRG.
Contracts will quickly change the picture here...
For those that haven't search Sterghios Moschos Porton Down. Others may be sleeping on DVRG but that won't be the case for Public Health England.
https://www.investorladder.com/november-attendees-2
"Of particular relevance to the PulmoBioMed opportunity is his experience in leading the team that conceived and developed a Point of Need molecular diagnostic device for use in the West African Ebola outbreak. The project brought a sketchbook concept to regulatory submission readiness within a record-breaking 12 months and has now been adopted by the UK Department of Health and Ministry of Defence. "
Directors buying at this price is a great sign. I am very excited to hear more about china aswell. How we are at this market cap i do not know. Cannot be long before we rerate
fwiw
Average daily trading volume is a useful tool for analysing the price action of any liquid asset. If the price of an asset is rangebound and a breakout occurs, increasing volume tends to confirm that breakout.
A lack of volume indicates the breakout may fail.
Volume also helps confirm price moves either higher or lower. During strong price pushes up or down, volume should also rise. If it isn't, there may not be enough interest to keep pushing the price. If there isn't enough interest then the price may pullback.
During trends, pullbacks with low volume tend to favour the price eventually moving in the trending direction again. For example, in an uptrend, volume will often rise when the price is rising strongly. If the stock pulls back and volume is low, it shows that there isn't much selling interest. If the price starts to move up on higher volume again, that can be a favourable entry point as price and volume are both confirming the uptrend.
When volume is well above average, it sometimes indicates a climax of the price move. So many shares have changed hands in a certain price area that there may be no one else to step in and keep pushing the price in that direction. Steep price moves coupled with steep volume increases can often be a sign of an imminent price reversal.
Amazing when you look at the daily volumes here over a month, averages @1m trades a day nearly every day which is just over 0.5% of the total shares in issue. Might explain the rather boring share price charts. Should all improve with higher volumes when contracts arrive.
The CEO has not been selling...
"Mr Brandon's shareholding remains at 8,219,901 shares, representing 4.83 per cent. of the Company's issued share capital."
https://www.londonstockexchange.com/news-article/DVRG/director-pdmr-shareholding/14855694
But Non-Executive Chairman has been buying:
https://www.londonstockexchange.com/news-article/DVRG/director-pdmr-shareholding/14934330
Work
Gidget, u just have to look at his past history post and they are strange also.. keep up the good Mr Brandon.
Thanks GB appreciate your response, keep up the good work and fingers crossed for the rest of 2021.
I have always been highly impressed with the way the CEO communicates with ordinary investors. Long may it remain so..
The tweets mostly relate to information in previous RNS where they state China is important. A large amount of the tweets link to stories in media which help provide background to the changing environment and hence likely acceptance of DVRG technology. I’m good with it, as long as this year the sales can be seen, which I believe will be.
There is plenty of RNS references to China in the last 2 months to allow continuation of Twitter comments to expand on what is already in the public domain and all within AIM Rule 10, 11 and EU MAR Article 17 relating to disclosure and delaying disclosure of inside information
RNS 17th February -- Big ticket (c$50,000 USD) online monitors from the Microtox CTM toxicity range and the Microtrace metal OVA range are being produced across two sites with 40 units scheduled for final assembly at our Shanghai, China, facilities in March.
RNS 17th February -- Phase two of our manufacturing plan is being implemented to increase manufacturing capacity in China in Quarter 2, 2021 to double current capacity by year end
RNS 2nd March -- China is an important market for DeepVerge, and the growing interest received, validates our expertise and the need for our advanced water contamination solutions
RNS 12th March -- China is a rapidly expanding market for DeepVerge, and the recognition of yet another Modern Water Monitoring high-tech water contamination detection unit for an award nomination, back to back with 2019 Microtox® FX, winning the innovation product of the year, shows the growing demand for high-tech environmental water monitoring equipment in China, which has set aside $540 billion[ix] to fight pollution
RNS 31st of March -- 2021 looks to be a promising year for DeepVerge with progress ramping up and particularly strong interest from China for our Microtox products, as well as our new Labskin offerings.
Have just bought in too. But it does seem like there is always plenty of stock available. Some/many quasi-insiders or others with stock to offload? Does the CEO partly ramp for them? I note he has sold 200k in the recent past too.
Twitter, this board and other social media is fine for chat about cool stuff in the pipeline etc & i agree having a open COE is great a BUT anything that relates to commercials should be RSN first then social media it... this wink nudge relating to commercial agreements isn't professional IMO