The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
The share price is ridiculously low, caused by number of factors. The company is valued at a silly valuation of around 6m. The company unlike other VR/tech companies is revenue generating, and on cusp of being cash flow positive. It is involved in education and as we know this sector is in the UK is worth £100m a year, Chris in his update in my opinion has been extremely conservative considering he already has a number of schools and colleges signed up. You have to question why would Lenovo one of the world’s leading software/computer provider partner with Dev Clever and agree to sell the Victar and Launchpad products on their behalf if they did not see any value or chance of success with this project. Lenovo are already established in the USA and North America, Dev Clever’s software will be incorporated in to the already existing Lenovo Classroom package, and we know that he market for the USA is 6 times bigger than the UK. This means there will be an automatic uptake of their software in the USA as soon as it begins. So Dev Clever through Lenovo will already have a giant share in the USA education market as they Lenovo are the world leaders in this. Having tried Launchpad myself on their website, the amount of data that is generated per student will also be very valauable and that in itself will open a different market all together for Dev Clever.
The Engage platform is also revolutionary as there is nothing like this on the market which incorporates AR/VR for consumers. Why else would the 3 giants Toshiba, Valassis and Oracle want partnership. This partnership with each of them opens them up to 100s of blue chip clients. The hard part was securing these 3 and that has been done.
Experience- they have rolled out their Vanguard game across centres on a trial basis. With this game looking to be released on consoles soon.
There is so much to look forward to in Dev Clever and as depressing as the share price has been, this company is worth a lot more than 6 or 7million. This can turn at any given moment and easily be sitting at 30 million market cap as it minimally should be. The company has developed extremely well but the market price does not reflect it, it will eventually get back there I have no doubts. But this is presenting a great opportunity for new buyers to grab an absolute bargain. As I believe this will turn very quickly.
The share price is ridiculously low, caused by number of factors. The company is valued at a silly valuation of around 6m. The company unlike other VR/tech companies is revenue generating, and on cusp of being cash flow positive. It is involved in education and as we know this sector is in the UK is worth £100m a year, Chris in his update in my opinion has been extremely conservative considering he already has a number of schools and colleges signed up. You have to question why would Lenovo one of the world’s leading software/computer provider partner with Dev Clever and agree to sell the Victar and Launchpad products on their behalf if they did not see any value or chance of success with this project. Lenovo are already established in the USA and North America, Dev Clever’s software will be incorporated in to the already existing Lenovo Classroom package, and we know that he market for the USA is 6 times bigger than the UK. This means there will be an automatic uptake of their software in the USA as soon as it begins. So Dev Clever through Lenovo will already have a giant share in the USA education market as they Lenovo are the world leaders in this. Having tried Launchpad myself on their website, the amount of data that is generated per student will also be very valauable and that in itself will open a different market all together for Dev Clever.
The Engage platform is also revolutionary as there is nothing like this on the market which incorporates AR/VR for consumers. Why else would the 3 giants Toshiba, Valassis and Oracle want partnership. This partnership with each of them opens them up to 100s of blue chip clients. The hard part was securing these 3 and that has been done.
Experience- they have rolled out their Vanguard game across centres on a trial basis. With this game looking to be released on consoles soon.
There is so much to look forward to in Dev Clever and as depressing as the share price has been, this company is worth a lot more than 6 or 7million. This can turn at any given moment and easily be sitting at 30 million market cap as it minimally should be. The company has developed extremely well but the market price does not reflect it, it will eventually get back there I have no doubts. But this is presenting a great opportunity for new buyers to grab an absolute bargain. As I believe this will turn very quickly.
This is will come out a treat it is backed by revenue and big name partners.
On top of all that, Dev can sign a new partnership with likes of blue chip companies at any time and I’m sure Tim Heaton will have a major influence in this.
Rabbit out of the hat?
-Updates due on Engage platform
-How partnerships with Toshiba and Valassis have been progressing
-The new COO Tim has major influence in that sector so can expect his arrival to drive business
-Updates due on Experience platform
-Vanguard release on PlayStation and Xbox
-WorldSkills show event this month
Plenty to look forward to, and 8m valuation is a gift.
Bottom line is gell. The company are revenue generating, cash flow positive. Big name partners such as Lenovo. And all we have heard about recently is the educate platform, engage platform has been the revenue gernating platform, and I’m sure that has been progressing as has the experience platform. There is lots too look forward to.
Everyone here agrees how good the company is and the story. It is clearly undervalued here at this low price, so it’s only a matter of time that buyers realise this. This will eventually go back to double figures, the company is too good for it not to.
Surprised that we are here. Company is valued at only 8 Million. They have deals with Lenovo, Toshiba, Valassis, WorldSkills, NUS and Oracle to name a few. Market sentiment has caused it to drop this low. This company still has the potential to be worth £100m, which will make the rise from here even more spectacular. Patience will pay, as these levels are the all time lows.
Also do not forget about world skills show, which is the biggest educational event in the UK and is partnered all over the world. 10s of thousands of school pupils will be attending and signed up to Launchpad. As will every school and college in the Uk be receiving a Lenovo powered headset. Share price may not reflect it but this company is going places. This is as low as it ever gets.
Share price now is ridiculously cheap for a company of this magnitude which has signed partnerships with Lenovo. The Lenovo deal is transformational for the company it opens the company instantly to USA and North America. Patience is required because it will eventually get to the £100m valuation. If it’s peers such as EVRH can get there watch this get there as well.
The company is in the strongest position it has been in since it listed. And still valued lower than it was prior to all these partnerships signed, eventually the share price will make a very sharp turn and will be unstoppable. It is like a coiled spring at the moment. 3.5p is not going to stay for very long.
If 7p is only a 28m market cap. Then what an opportunity to make some serious money.
Secret blue print your understanding of the company, and the financials you have worked out are very weak. Also you have misunderstood the deal. As it says in the rns the Launchpad and the Victar will be offered exclusively as part of Lenovo’s VR classroom. This is already huge in the US and will be big in the UK by the year end. The numbers are without a doubt transformational for the company. When the market realises this will be double digits in a flash.
Market doesn’t like hypotheticals? Correct but all it takes is research to try and work out how much these deals will be worth as when the financials are quantified, you will not be able to buy at these valuations will be paying a lot higher up closer to double digits. Think about it, Lenovo headsets are sold all across the USA and in schools around the world. They will now have Dev Clever’s platforms automatically loaded onto them. They are currently expanding in to all schools in the UK. Then USA will automatically follow where there is already a Lenovo market. That’s not hypothetical it’s all in the RNS. Now I can tell you this much the price won’t be under 10p when all the developments as mention in RNS’s and podcasts leading to this utilisation happen or when financials come out. Strong buy, low risk but very high reward here.
Yes raydaar that is another plausible scenario.
Expect to see Lenovo and the Dev Clever products all across the UK and in America in the near future. That’s when investors will start to wake up and see what this company is truly worth. I can see this reaching a 200m plus market cap within a years time. Safest investment from these levels around.
Surprising that this is the level dev clever are at, they have signed a deal with Lenovo as everyone is aware of. But what people don’t understand is how big this actual deal is. Their VR classroom product is probably worth 100s of million as it is in many states across the USA and Canada. They are only just beginning there launch and now that dev Clever’s products will be part of it. Can you imagine how much that will be worth to Dev. They don’t even have to sell their products no more as a lot of it will be done by Lenovo themselves.
It’s clear to see that sooner or later this company will be worth 100m plus. The way things are progressing and the interest that we have seen it won’t be long before we get to 100m. These prices are an absolute steal.
Extraordinary event of affairs. Dev clever have just signed a partnership with Lenovo a world global company. And the share price has not yet reacted. It’s not every day a billion dollar company takes an interest in a small cap software.
Toshiba and Valassis contracts are huge for the company. You think Valassis would sign a 3 year contract with Dev Clever if they didn’t think the company had anything to offer or that it was not going anywhere. Those deals will be multi million pound worth. Hugely undervalued here