Member Info for Chazzy2

Ditto, many thanks Gerry.

Hi Dwatchorn, it's refreshing to read a carefully considered post for a change.
I too am a longish term holder of DVRG and have closely followed the substantial progress of the company.
My rational for investing in DVRG is similar to yours in that the macro environment in which it operates in has substantial tail-winds currently. Water shortages, water monitoring in real time and the monitoring and detection of pathogens in water and sewage are becoming increasingly major global issues which will only become larger and more problematic with climate change. Hence DVRG is in the right place at the right time. DVRG is managed by GB who has a track record of entrepreneurial success , is passionate about making a difference to global environmental issues and is a human workhorse. He is also extremely engaging with shareholders (I know to the annoyance of some shareholders), however in my mind it reflects his exuberance and passion for what he does and desire to share that passion with shareholders. Too many CEOs take a back seat approach and barely engage with shareholders at all.
The poor share price is merely due to poor sentiment in the market generally. If you look at other well managed AIM companies many are currently trading on approximately 1x or even less than 1x revenue, e.g. ORPH, EAAS, SAL.
The sp will eventually recover when sentiment improves. The main thing is that Gerry is growing the company substantially. Triple digit revenue growth for 3 successive years during 2 years of a pandemic is no mean feat.
The environmental health division is also well diversified geographically which minimises geopolitical risks.
And then of course we have the life sciences division of labskin and STC. STC we know is growing at a phenomenal rate, and the revenue projections for 2022 for DVRG don't even include STC revenue! In STC so far we are seeing only the tip of the iceberg. The unique skin microbiome database is extremely sought after and valuable and in the next few weeks we will find out what plans Gerry has to maximise shareholder value from it. What we do know is that there are many potential revenue streams for STC.
All my opinion of course and please do your own research.

https://www.youtube.com/watch?v=lLMZbtEa-CE

FL, your best bet as you're new to AGL is to listen to the recent AGM presentation. Andrew Newland gives a very detailed and clear account of what to expect over the coming months. Near term milestones to look out for over the next few months I would say are:
1. Ovarian cancer verification study results - fairly imminent
2. Commencement of clinical study with Solaris health into prostate cancer screening
3. Pharma services contracts
4. Accreditation of the two laboratories in the US and UK

I don't have a problem with Gerry tweeting alot. It's refreshing to have a CEO which is so engaging with shareholders and passionate about the issues his company are engaged in. His passion demonstrates commitment and I am fully confident that the tremendous progress being shown on all fronts will eventually be reflected in the share price.

It seems fairly clear that the £18m projected revenue for this year is a very conservative one which does not factor in ongoing sales from STC, or additional MW revenue. As far as STC is concerned:
If you consider STC was getting 84,000 views per month, now possibly 100,000 per month.
Conversion rate 6% to membership, that's 6000 members/month. Annual spend per member possibly £200/year on products, that's £14m/year. If STC gets half of that because of the product revenue split with the retailer that's still about £7m/year to STC. And don't forget STC has barely started in the US. Plus this revenue doesn't include the other revenue streams from STC e.g. loyalty cards etc. And the membership numbers will continue to grow strongly!
This is what any potential buyer of STC will be considering. Traditional metrics for gauging the value of a company are generally ignored for silicon-valley type high-tech startups.
VCs will be watching closely the growth trajectory of STC and appreciate the value of its unique data set. Interesting times ahead!

Thi
that's

According to 'Muggins the merchant of gloom' we have no sales?? Perhaps the £18m was gifted us instead then.

Conservative revenue growth of near on 100% is pretty damn good in the current market conditions. We'll done Gerry and all the team. A fantastic achievement.

Great news. Another substantial contract win.

Dollar Shave Club appears to be a fairly standard online retailer which recommends products according to your grooming needs and preferences. There is no IP value as there is with STC, no database of microbiome data beneficial to both the cosmetic and medical industries, and not the plethora of possible revenue streams as with STC. STC is a unique business model as no other company in the world has such a massive and growing skin microbiome data set. Hence it would seem that any valuation for STC could justifiably be at a substantially larger sales multiple compared to Dollar Shave Club.

It is of course very difficult to value STC at present so it would be unwise to speculate. However Gerry has suggested on numerous occasions that it has unicorn potential. With that in mind and given its current exponential growth I would be very surprised if STC were to be sold that he would give it away for mate's rates. In my opinion Gerry will wish to hang on to it and see it grow as part of a JV to its full potential.

Yes it appears to be another ctDNA which although it could be used as a prescreening tool would not replace the very important need for repeat biopsies of intact cancer cells, which of course Parsortix would provide. Angle's strategy is not to compete with other liquid biopsy systems but to work alongside them offering additional information, benefiting both sides.

CtDNA liquid biopsy testing has been around for quite some time now but it is a limited analyte. AGL is addressing those markets which ctDNA can not address which will significantly raise its profile and status as a superior liquid biopsy system. The dozens of peer reviewed publications AGL has under its belt already have already placed AGL firmly on the map, but its profile will be substantially raised by the commercial deals unfolding over the coming months. There is massive upside potential as AGL's IP and commercial value is gradually established.

Fascinating article Bermuda. It highlights the potential value of the Parsortix system if Illumina were willing to pay Grail $8 billion for their DNA based liquid biopsy test which has not even been FDA approved yet!

Well said Hopester.

It's a shame that the chat board has degenerated to pantomime status when there is so much to look forward to. I remember the time, actually prior to FDA approval when posters were more mature and informed, but that appears to have fallen by the wayside.
For those who still have a genuine modicum of interest in AGL here is something to be excited about:
1. Ovarian clinical study verification results due anytime now.
2. Solaris Health prostate cancer clinical studies to commence Q3.
3. Further contracts secured with pharma services companies.
4. Lab accreditation in the US and UK possibly later this year.
Patience is all that's needed. Listen to the AGM presentation to get an idea as to the market potential. Companies with such ground breaking technologies which can revolutionise cancer treatment whilst providing fantastic returns for shareholders of the long-term don't appear everyday.

This is phenomenal news and opens up so many possibilities for future expansion. Really exciting times ahead and well done to Gerry and the team for having got this far. Looking forward to hearing more at the AGM.

Great news that the trial is underway. Well done Jeremy and the team.

Check out the STC twitter. Something involving ITN. Sounds promising

Fantastic news. Nice one Gerry!

Thompi, you may well be right but there is always the risk that traders will get on board as opposed to investors. Ultimately the long-term story is what is important. I can understand the frustration of those who bought at 150p but I still feel if you hold for the medium term you will be well rewarded.