Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
10k top up at 70p for me! Im not saying that this will go £3 like some people. But there's so many signs here for a simple bagger. GLA! Great RNS update tbh. Will keep the SP holding or raise somewhat before design freeze
hope everyone is safe and well
I agree. My exit for my own reasons is £2.
Pretty confident we can get there. Good luck for anyone going higher than that. Hope this share works out for everyone
Im not going to get into a technical discussion. All 3 companies pretty much do the same things.
GCP usually build their own Ai now after swallowing up an Ai lab years ago. Microsoft have been the most aggressive of buying seed Ai firms for the past 5 years.
However buys them isnt really what i care about. All i know is if they mature their algorithm and prove it works, it wont be pharmas buying this company it will be a tech firm with a lot bigger wallets.
Have a good weekend mate
Im confused.
Wheres my excitement for AWS?
I knew this board would start going bonkers soon enough
This reminds me of the start of Tencent!
Years of shoestring budgets working with large clients, pretty much giving the software for free to help them build an AI algorithm with a commercial value of over 500 million.
I'm willing to risk my investment on my knowledge, trends and research! GLA
This board is insane right now! Get over it, if you are thinking DMTR would announce 100m contracts you're so deluded. Go invest in something that you understand, please! You will be constantly disappointed otherwise.
Right now Professor from University of Edinburgh speaking with on morning TV. They have confirmed a test that takes longer than 48 hours is pointless to help us get out of lockdown. There goes roche out of the window.
DYOR!
Agree. I'm in both and both have their strong merits. I believe they both will have a huge impact on CV19. Antigen and antibody tests will be needed globally to minimize the risks of the second and third wave.
AVCT has a lot more going in pharma with the affirmer tech, so GLA on these two stocks. Im in AVCT long term and ODX medium term
What you you rather do, hire 6 lab chemists or use DMTR to plough through 1000's a civilian ready batches, with better purity in the molecular structures.
It's a no brainer ;)
I have a friend who works in AWS cloud. VLife is just a trend forecasting Ai. It uses global temperatures, health statuses, deaths etc to assess the likely hood of epidemics or pandemics.
This can be vital for stemming the growth of such viruses, but it no where near as complex as the algorithms DMTR has for molecular R&D
Any exposure of Ai in health care bodes great for any stock in this sector!
I do think AWS, GCP or Azure will buy companies like DMTR other than pharmas.
You would expect a tech company to buy a tech company, not a pharma buying a tech and the growth after that would be nothing like being managed by a global leading cloud service.
Man im so excited for this stock not just for profit, but my interest and passion in Ai, ML tech!
This could really change the game like github did for domestic developers
I think you're right there. The R&D process will need to be need to be fast to get to an inital endpoint for a vaccine.
Time will tell, but the big names are using it for an obvious reason. Theres no point in a RNS unless they get quantifiable data from these partnership.
Its like learning a new language. After 6months you have the basics after a few years you're fluent. Same with Ai.
Very excited to see where we get this this year and some of these partnerships will be over a year long very soon.
GitHub isnt a public source platform for everything, its used by development labs across the world to copy the like for like code for pretty much anything.
That's where the value of this comes in. Imagine AZ having all their labs having the same knowledge to build molecular structures, instead of chemists trying to formulate this through trial and error. Ai cloud in chem means they can get to first and second base in chemistry R&D quicker than ever before. It also looks like the Ai can build formulations while not attending which is ridiculous. That's pure Ai!
It will be monetized by licensing of software and hardware. Ai profits are some of the biggest in any industry. The Ai algorithm we developed at Deloitte managed to do the job of 1,500 pension advisors across a global company!
The first year or so will be the maturing of the software, but the beauty of Ai is that all you need are a strong developer team to manage and maintain the algorithm. The more labs use DMTR the more it learns and build the complexity of the algorithm and then that's what builds the value.
Think of it this way. All the biggest pharma putting all their knowledge into one central source! The room for error becomes less and less!
To manage this globally at a commercial level maximum of 10 developers and 15 Data scientists and that's pushing it. Include a few techs leads like scrum masters, BAs, and programme managers. Then a sales team of id say 5 Business development agents.
Developers average £95,000 per year (950,000)
Data Scientists average 110,000 per year (1,650,000)
Scrum, project managers average 70,000 per year (350,000)
Tech business development 80,000 per year (400,000)
Also to run the tech stack on either cloud with AWS, Azure or GCP i would suggest they would be paying in excess of 200,000 a month at the maturing stage. (2,400,000)
Estimated year burn: ?5,750,000?
This is a burn rate of a very advanced Ai service, I doubt we are anywhere near it but to build a platform to scale out across a multitude of pharma I would expect this kind of team.
Beauty is with Ai the technology scales up itself. You just need to manage it a refactor it, therefore minimal manpower to compared to build API technologies etc.
The biggest issue with Ai is time and that's what DMTR are currently doing. Trial and error with the big boys to build the foundations of the algorithm.
I could easily see DMTR breaking even with just a few mid-range contracts with the big pharmas. AZ, GSK and cancer research all look to be taking to this for a certain reason. IBM watson costs some global businessses nearly 100k a month minimum. The top end of the contract tier are mouth-watering!
Patience. This talk has been going on since new people started coming on this board.
You don't need to be smart to not have to worry about people making a few bucks off SP fluctuations. All you need to know is that DMTR are the pioneering company in this area and Ai in chem is starting to mature and becoming exciting in the chem world.
That excitement will need a while to domesticate into the generalized stock market. Investors are like children, they just follow where other people go. Its all psychological games. When Tesla first come to market everyone said they were stupid to think they had the understanding to build advanced cell batteries. Some people believe and got in when other investors just laughed it off.
Every tech share has to start somewhere!
I was new to investing just 8 months ago. Good luck mate!
Just dont follow peoples opinions thats the only advice i can give. Its really tempting to get excited but peoples opinions.
I started investing in everything and lost abit. Now i only invest in companies i have knowledge about. If i dont have knowledge then i research the hell out of them and still usually dont invest.
Its working for me, but everyone has their own investment plans.
All the best mate
Sorry for the delay everyone. There's so much information and data to chew through will be another few days.
However thought i would update you all on an important finding. This is huge news for DMTR and once again is adding to the validation of CloudChem.
There is a new player in the market https://chemintelligence.com/applications-and-markets
This is a very new company and before you start worrying... DONT!
Why this is huge news for us holder here!
DMTR have first mover advantage over commercially available algorithms with the partners they currently have.
Also Ai is not any easy feat. This company looks to be a small enterprise / consulting service supplier for anyone DMTR wouldnt be interested in serving. Small labs with hardly any funding with super tight budgets.
They look at least 2 years behind DMTR, probably more! They look very early seed.
Finally this is a huge step forward that cloudchem and Ai in chem is becoming a mature market with much attention.
Think about the fintech market. It started with one challenger bank Revolut with a total market value of 200 million. Now a mature market its now worth 35 billion.
Technology trends are consistent and this is another evidenced step that this MCAP is waiting to grow!
I forecast that due to covid19 and the work DMTR are doing, there will be at least 10 more companies like this in the next 24 months!
This also bodes well for DMTR as one of the founding companies of chem Ai. Anyone who gets anywhere near the level of algorithms they have will be swallowed up by DMTR.
If you want to do your own research think about how open banking has transformed the way we build banking solutions. DMTR are pioneering open chemistry.
In tech its all about maturity.
Yes, we have big names attached to it but that wouldn't value a tech stock. Big companies throw billions into R&D tech projects and a lot of them just get thrown away.
Once we have black and white proof that this has 100% speeded up the delivery and accuracy of molecular development and saving huge amounts of time/cost that's when this will fly.
All articles to date are quite vague about the DMTR involvement in molecular R&D. But this is the perfect time for DMTR to refine their Ai and build a matured service. It's hard to build Ai to work the first time, it's all about trial and error. The fact that they have the big names supporting the product means that they are years ahead of any other Ai firm as they can build their Ai algorithms to a commercial level!
We need to be patient to see hard cold quantitive data about the benefits of DMTR. I see this starting to formulate quicker now as everyone rushes for covid19 answers in chemistry labs.
Hope this helps.
Just putting it all together now. Got really strong quantitative and qualitative data. Here's the summary. Is there anything specifically you would like to see from the research? I can add it, if I've missed anything out.
CloudChem analysis 2020
Brief of analysis
This dossier will explore the CloudChem market and the key players within the market. CloudChem is a maturing market that stems from the generalized cloud market that has seen services like AWS, Azure and GCP become the norm in discovery and maintenance.
The growth of cloud technology has enabled global industries to scale quicker and develop solutions quicker. Example before cloud based technology, it used to take months to build and deploy new code to public facing products and take weeks to identify weather patterns that could lead to catastrophic events. Now we can deploy huge code releases within minutes and learn and identify weather patterns across the entire globe instantly.
CloudChem is yet another industry grown from the huge benefits the cloud has brought to other industries. Cloud technology using Ai and ML can provide unprecedented cost reductions in a variety of areas and increase the accuracy of production. The dossier will touch on the generalized approach to CloudChem and review many different companies looking to be a key player in the CloudChem market.
It will also assess the generalized cloud market and evaluate the comparison of growth from generalized and specialized cloud services across the globe. This document will help educate you about the General Cloud and CloudChem market, so you can be better informed when looking at investment in this sector.
I really don't get people who float around on the boards just posting pointless messages. Id like to think they have a life, but obviously they haven't.
Sorry for the delay will get the analysis done by Monday. Had other things to do. I managed to get my hands on a cloud chemistry technology report too that was published in April this year. Really good data so ill post the google drive link with my analysis here.
Initially looking at the report and other areas in cloudChem I could honestly see DMTR serving an MCAP at a minimum of £100 million. All depends on if they go it alone or buckle to a larger buy out. Looks all positivie from what ive seen.
If you think this is a bad thing for DMTR you have no idea what DMTR actual does
This is more evidence that building advanced coded molecules will eliminate the differences in drug quality. Think of DMTR as the 3d printing file sent all over the world for everyone to start printing the same style PPE masks.
I strongly advise you research into stocks before you invest, especially at this MCAP level
https://cen.acs.org/pharmaceuticals/pharmaceutical-chemicals/NDMA-contaminant-found-multiple-drugs/98/i15