Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Muggins, this presentation was always intended to be an introduction to DVRG largely for new investors attending the show. If you want detail you look at the RNSs as always. Take at look at the RNS of 11th March for details of orders and what to expect. £5m for Q1 alone just from MW division. And then there are the STC sales. Clearly Gerry's not going to put out an RNS for every STC purchase, but what are they if not orders?? Huge amount going on behind the scenes in terms of rollout preparation, which has already been mentioned on so many occasions, in interviews, RNSs, presentations etc.
GG, Perhaps Gresham House liked the look of DVRG's clients for Labskin?
Unilever, Glaxo SmithKline, L'Oreal, Kimberly Clarke, Walgreens, Boots.......
Still cannot answer a real question with a genuine answer then Muggs. Obvious why post here even you claim to be holder you don't sell, yeah right. Who's paying you to post here? Could it be another competitor perhaps?
NU - do you really think that
‘Labskin (B2B)
Skin Trust Club (D2C + B2B)
Modern Water (B2B + B2G)’
will get even close to convincing a respected institutional investor that there is a proper strategy to commercialise then you are even naiver than I thought
NU - if you say so.
I have just made the obvious comment that the presentation does not even mention how they are going to make money. I would have thought that even you would understand that they will not attract proper institutional investors until they set out how they are going to do that, with a few orders to back it up.
They have failed to do either
Labskin (B2B)
Skin Trust Club (D2C + B2B)
Modern Water (B2B + B2G)
Muggins,
It's obvious you know the price of everything and the value of nothing.
It is certainly not for me to set out the DVRG route to monetisation!! That is the managements role. They have not set it out. Any institutional investors will rightly presume that they do not know.
The fact that they do not have well regarded institutions on the share register would suggest that management have failed to get the message over. Judging by the presentation that is not a surprise as they do not set out how they intend to commercialise.
Does this sound familiar?
4. Penetrate New Market
What’s involved in this revenue strategy:
Market research (market opportunity analysis)
Customer research
Cold outreach
Does this sound familiar?
3. Package Services
What’s involved in this revenue strategy:
Customer research
Market research
SWOT analysis
Pricing and packaging of services
Does this sound familiar?
2. Develop New Partnerships
What’s involved in this revenue strategy:
Success and partnership model
Client vetting
Legal agreement
Does this sound familiar?
Real-world example:
Trevor Rappleye knew he had to diversify his offerings at CorporateFilming and FranchiseFilming. The CEO of the video production company shares, “There are 57,000 videographers in the U.S. Why should anyone choose us?”
To distinguish themselves from the competition, Trevor and his team decided to offer unique benefits. They launched a VIP subscription model and tripled down on their value propositions.
Think DVRG tick the boxes here?
How Do You Develop A Revenue Strategy: 5 Revenue Growth Strategies For Different Scenarios
1. Diversify Service Offerings
What’s involved in this revenue strategy:
Customer research
Creation of new service offering
Redesign of value propositions
Staff hiring
As usual the silence speaks volumes. Here's a clue for you:
c/o By Eilis McCann | Manufacturing, Sales
How to implement a manufacturing sales strategy
Connect with marketing to better understand how to get new customers
Use data-driven insights from marketing efforts to shape how you communicate with prospects
Use sales automation tools to increase your team’s productivity
Prepare to handle sales objections in advance of your final pitch
Personalize your sales pitch for the buyer you’re speaking with
Give your buyer the information and resources they need to purchase
Demonstrate you actually know something for a change instead of just harping on or you just here to moan non-stop. No googling the answers please. Just show everyone if you know what you are talking about or not.
That is not an answer. What do think needed to be shown in the slides to demonstrate Monetisation?
This is an investor presentation so of course the investors will expect to understand how the company will make money.
Go on then Muggins, what do you think that the presentation should have actually stated how DVRG would be "Monetising anything"?
Also looking at the list of Labskin clients would suggest that the company didn't do such a bad job bringing some major clients like Unilever, Glaxo SmithKline, L'Oreal, Kimberly Clarke, Walgreens, Boots.......
NU - no, the real issue that there is nothing in the presentation that demonstrates how they are going to monetise anything. That is not negativity that it just a statement of fact. Until they show how they are going to make money, ideally with a few orders, then they will never attract institutional investment.
The real issue here as far as major holders is concerned has been Helium who have been a seller for a long time now. I had hoped Gerry could have persuaded Gresham to take Helium's stake off their hands by now so if that's a negative I am happy to stand corrected.
Funny but Gresham House are a major investment house and they have a very good track record when it comes to investing in AIM shares via their Baronsmead Fund in which they still hold their DVRG shares. But let's not facts like that get in the way of your constant negativity here.
bemma - I also find it quite disturbing that what is nothing more than starting work to put something into stock in the vague hope that someone might buy it some time in the future is very different from a real third party order. It is highly misleading to describe this as any kind of 'order'.
SK - I agree. It is clear that there is no one in the organisation who has any presentational skills. With the new marketing person on board I would have expected that to be sorted by now.
More fundamentally, there is no explanation how they will make money out of this. Unless they explain the route to commerciality no serious institution will touch this.
nice looking glossy doesn't change the fact this is 12p and heading south. As I've said before I'm nearly 2 years here and its the same old huff and puff but where are the orders, not manufacturing orders but contracts , CR and BT updates... I'm over 60% down after a decent amount of patience. Appreciate its a tough mkt but shocking investor return. It might be a good buy at 12p but i need a mesmeric increase in fortune just to break even.