Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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This will come good I am sure when and at what level is anyone’s guess .
Another highly informative piece sloppy. Thanks
Our ducks are lining up nicely;
https://www.nationalgeographic.co.uk/environment-and-conservation/2021/03/rivers-and-lakes-are-the-most-degraded-ecosystems-in-the-world
Rivers and lakes are the most degraded ecosystems in the world. Can we save them?
We rely on fresh water for drinking, food, and sanitation, and they’re in trouble. But freshwater issues are becoming a higher priority for conservationists...
Strange how there have always been negative posters on a.dvfn who have had long standing grudges against GB from way back on other PLCs but they have been fairly quiet, it seems like the knockers have decided to take up residence on LSE now as the SP continues to lack appreciation. One sniff of a BT contract and the SP will simply go off the scale, some added big sales in China/USA for water units will do the same. As for Labskin, well that's the known unkown for me as it has been the main earner to date but as rarely we see contract values etc it is difficult to know what news there would boost the SP as GB never attaches values to orders. For now it's all about PD/BT for me with Labskin slowly slowly adding every day. Tick Tock
Sales, I’d suggest £3.6m in MWG alone is impressive and we know we generated £2.4m in Q4 for labskin in the main. I’d suggest things are going pretty swimmingly and as a holder the share price is frustrating but I’d rather a low share price with ever stronger fundamentals than an inflated one with weaker fundamentals.
Post reported repetitive dross
Paul – I broadly agree that the news today was welcome. Perhaps not earth shattering but even so one might reasonably expect that the SP might have ticked up but it has not.
I think that for this company to get rerated requires one or both of the following;
• Seriously good news on sales and/or orders. By extension I would include a substantial partnership with government and/or large commercial entity. The hints that GB is dropping on this is entirely counterproductive. He has shot his bolt following the farcical AGM countdown with the subsequent non-event. People will not trust him again. Equally potential PIs are bored by people on this Board constantly forecasting one or, more often, a series of blockbuster RNSs. They have been forecasting this for months and it has not happened. To keep going on like this is simply counter-productive, so please stop it.
• The other issue is trust. It does not take much googling to come across some pretty unacceptable behaviour. Frankly this continues with Mrs GB share sales, undeserved/unacceptable share awards, hinting a material news etc etc. For the avoidance of doubt none of these things are illegal but they do not pass the sniff test and will turn many people away. No doubt this accounts for the low level of quality institutional shareholders. A reputation is easily lost but hard to earn.
Finally, the level of abuse and vitriol that is thrown at individuals on this board who do not follow the orthodoxy is very concerning. The SP continues to fall yet posters seem to regard this with ever more astonishment. Perhaps a few people on this board should open their minds and appreciate why the SP continues to fall even when there is something that looks like good news. Rather than being regarded as an opportunity to buy there seem to be many who regard good news as a sales opportunity.
Patience. That's all that's required. But sometimes it seems like doing nothing is the hardest decision in the world.
I bought into ARB in 2019 at 7p, and thought the world was crazy for not seeing the re-rate that would come. I kept averaging down, wondering whether it was me that was crazy, because surely other people should see what I could see. I thought about selling out at a small loss because the sp was going nowhere, but eventually decided to sit on my hands. It took 12 months before I was in profit on my initial purchase.
It's the same here, and in EQT and DDDD and BIRD. I just need to sit on my hands and wait.
Yes very exciting times ahead for DVRG.. So much news to come, and on many fronts.. The detection in wastewater is so clever for tracking viruses in the water systems..
What scientists have found out on the Covid front:
“Scientists have found sewage testing for COVID-19 can detect the genetic fingerprint of the virus up to three weeks before cases are reported through clinical testing of infected people”
And u have this as well.. Sewage testing may also be used to track how successful the vaccination has been in protecting the population..
When I see some of the dross out there in terms of pokey shares that have doubled or trebled in recent months on very little real news but have had sustained buying by let's call them so called un co-ordinated groups (lol) you can see how easy it is for a share on AIM to literally take off when a collective decide to target that stock. They create the spike, that brings in the unwashed PIs who spot it, jump on the bandwagon etc etc etc. Seen it so many times now its' like the dot.com boom on AIM shares. Not saying I want that to happen here but is really frustrating knowing how good this company is and its prospects and yet it remains completely ignored by almost everyone bar us diehards here. The re-rate is coming, just a question of when rather than if.
No worries at all and I thought that might’ve been the case. An exciting end to the Q and an even bigger Q2 and beyond.
RB40, apologies, yes that's entirely what I meant too and I share that sentiment.
Guys let's not engage with them so much (I know I am a fine one to talk) especially under the header of their choice (negative one)
Its a good news day for DVRG, let focuse on that.
The Microtox PD is a water tech but I’m much more interested in that than the breathalyser. That said if the breathalyser works as well it’ll be massive too.
I realise it's probably not a popular or widely shared view but I find myself much more interested in the skin and water technologies than in the microtox PD.
Great times ahead. I still can't believe how cheap the SP is, got to be bargain of the year by far!
If they're getting ready to promote MicrotoxPD on March the 17th they must surly be releasing it's accuracy to the market before then.
don't underestimate the significance of this RNS today, getting everything in place for a BIG announcement MYHO