Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Muggins ex MW investor..........."Of course that may be because he has nothing to sell?".....!
really....... :()
All the best (yep rev is up exponentially.... yet you don't like ;()
Gwoods, give us a shout if you see any MicrotoxPD's whilst you're roaming around the sewers.
"HelloSanDiego
You must understand most people on this BB are pure rampers. They don't care what the company is doing. Their goal is to help gb convince people to invest by saying whatever it takes. Facts and concerns are a huge problem for DV so it is best not to bring them up unless you want to be ridiculed."
So says the person who joins an investment BB for the sole purpose of hating someone who outfoxed them in business.
I'll bet on the fox thank you.
I don't think anyone here is being wilully deceptive.
I think they genuinely believe in the company. But there's a remarkable lack of detail, not only about what has happened but also what needs to happen, and many posters here don't even see that as an issue.
HSD you are quite right that the markets seem to understand this company better than the rampers on this BB. It is clear that far from everything being 'sorted' as was claimed 9 months ago at the last AGM presentation for the breathalyser and waste water monitoring we are still years away from marketable products. Anyone else feeling misled!? No wonder the earnings guidance has not been increased.
Seems like there may be another dilutive fund raise.
Still find it rather odd that the CEO is prepared to spend time effing around on twitter rather than getting sales in. Of course that may be because he has nothing to sell?
Alan..........!
Have you been "ridiculed" since getting sacked by MW........?
All the best (I fink we here welcomed you wiv open arms........! :()
It's not enough to make up for a lack of clarity, and the market seems to agree with me.
£10m rev guidance not enough for ya HSD...........?
FWIW....... I rek £20m.......... :)
All the best (imo.........:)
The diagram's very clear: Trials to continue for another year with mass production expected to start mid 2022.
At that point most companies would give details on what they need to achieve in that year - which regulators require further data, precisely what data have they requested etc.
Where's the interim data on the extended trial that's been going on since January? Have there been meetings with the MHRA?
There continues to be a worrying lack of detail about what's been achieved by the company while targets continue to be pushed back into next year. So why don't other investors here consider those things important?
That's my favourite presentation slide this year T.Rat. According to it production of 100+ units will begin any day now.£50k ish per unit = £5mill in revenue. £5k to monitor and consumables per unit = £500k p/a and all before production has started on mass scale.
Document link reposted as forum didn't like encoding when copy and pasting. No question marks. Or question marks below hiding the diamonds... Refer to original source:
https://www.deepverge.com/wp-content/uploads/2021/07/Deepverge-2021-AGM-Presentation.pdf
Also since HelloSanDiego seems to be valuing the AGM PDF as a source of information, even if misunderstanding it, it is then worth repeating what information it does contain on the breath test:
Page 16
"Breath Test - Microtox BT tests ongoing. Likely to become part of a multi-industry solution for COVID19, which is here to stay"
Page 8 makes rapid progress for PD perfectly clear:
"? 2021 Aug - Dec - Version 2 - 100+ units with motorised optical alignment
? 2022 - Jan - Mar - Version 3 - 100+ units with auto chip / flow cell feed
? 2022 - April - Mass Manufacture up to 200 pm - Integrated hardware and software design"
So the demand is such for PD customers are prepared to take early versions to get their hands on machines...
Ok, so HelloSanDiego doesn't see the value. Fortunately others do....
Andrew Singer
@OxonAndrew
Replying to
@CaptBlkbeard
Most samples are manually collected. Automation is a dream we work towards…perhaps I need less pragmatic dreams
9:06 pm · 29 Jul 2021·Twitter for iPhone
https://mobile.twitter.com/OxonAndrew/status/1420838280568971272
The quicker 'n cheaper we can see a break out, without human interaction, the better........!
swab 'n wait clients on "floating petri dish!" 'n wait even 30 mins, see what happens..........!
All the best (do it in seconds, is a must....... IMO :)
Chesh - "So it works, and works for waste water, tick, and going to be implemented, globally"
I'm not disputing it works. But why is testing being dragged out for another year, and the BT product rollout being pushed back even further?
I'm also questioning how much benefit real-time water monitoring actually offers. Are we simply assuming it will save lives just because the government can have the data half a day sooner? Does it offer any meaningful benefit over the Environment Agency data, and how much benefit does that offer the government, in reality?
HSD, the difference between PD 'n BT is the delivery system........!
that's it........!
So it works, and works for waste water, tick, and going to be implemented, globally..........!
All the best (I ain't going to take poop into a BT to get on a cruise bud......... :)
"HSD, pg 9 of the AGM presentation gifts you a road map"
Thanks, I've seen it.
I wanted to make sure I hadn't misread the part that shows another year of testing for the breathalyser with it reaching the market some time in 2023, assuming there are no further delays.
I'm startin to get a little "Stockholm syndrome" towards muggins........!
usually used by the trolls, "Stockholm syndrome" is generally 'AIM'ed at the stock......... :)
but in the case, I feel for the poster..........? :(
All the best (He'll be happy, when I'm happy ......... :()
By the way, for the benefit of others who may have felt sorry for mugginsthedog when he recently claimed that he had received 'a lot of abuse' for his comments on here.
This conversation is what mugginsthedog regards as abuse. Basically anyone who doesn't agree with him is abusing him, you can draw your own conclusions regarding his personality.
Just exponential Chesh. I'm starting to wonder if the extension on the China Resources deal is due to the tables having been turned and we're looking to take them over? Just hope the monopolies commission don't put a stop to it! What you reckon Muggins?
Mugginsthedog, I cant speak for other investors and I'm not worried if someone bought a few weeks before me last year around 10p. They have a bigger gain than me, oh well never mind.
You just don't understand how the volatility of an aim share makes short term windows of a few months pretty much irrelevant to a researched investor.
You can pick hundreds (thousands?) of shares well of their year highs which have still given great returns for investors. Few of those can compare with the astonishing potential dvrg offers though but that does come with risk.
As always research will mitigate that risk.
Should have said the notion WBE is going to be the final holdout against automation is amusing...
Section on Wales hints at problem of relying on people (who aren't inexpensive):
https://www.essoar.org/pdfjs/10.1002/essoar.10507606.2
Now calculate costs when monitoring for many pathogens.... It's all about those multiplex chips.
HSD, pg 9 of the AGM presentation gifts you a road map..........!
https://www.deepverge.com/wp-content/uploads/2021/07/Deepverge-2021-AGM-Presentation.pdf
All the best (ya welcome...... :)
No it didn't.
Now when is Gerry going to be on proactive...
The EMHP data the government published yesterday shows that the Environment Agency can already collect and analyse this data without the need for expensive equipment or hefty subscription charges.
There's data that this system can't produce, but that can be gathered in a lab. And that's without spending the enormous upfront and ongoing costs this system requires.
I still think the breathalyser offers huge potential. But the finishing line keeps getting pushed further and further away. Didn't Tuesday's presentation just add on another year of testing?