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Similar companies to Yooma are currently trading on EV/Revenue ratios of about 9 (taking the average of 10 companies quoted in the investor presentation). If we assume Yooma does $17 million of revenue for 2021 and $32 million for 2022 then we can assume a fair enterprise value for Yooma is $153 million for 2021 and $288 million for 2022, so considerably undervalued compared to its peers.
It's interesting that 'Love Hemp Group plc' which of all the comparative companies is the only one listed on the AQSE, had an EV/Revenue ratio far higher than those listed on other exchanges, with a massive ratio of 19.5 (back in June). If we apply the same ratio to Yooma - that would imply a market cap in 2022 of $624 million. Seed's stake would be worth about $30 million!
CF gave a very upbeat and reassuring presentation as always. Great future ahead for those shareholders who are patient. Something that sprung to mind though was that many of the questions were pretty much the same and so Cathal could have saved alot of time by consolidating those questions and answering them just once, rather then replying to every question which got rather tedious at times when he was repeating himself. Otherwise though it was a good presentation.
Terrific summary. Many thanks Wally.
If you can't open the link just google 'ZaksTradersCafe: Sunday Roast Podcast - May 9th'.
https://www.**********.co.uk/articles/new-article-f61c208/
In addition to reading the Turner Pope in-depth report and listening to the latest DVRG presentation I would also strongly recommend listening to this podcast from May 9th. Gerry Brandon discusses in greater depth the various aspects of the business and how they all integrate through the input and output of controlled data and AI. It leaves you with a better understanding of the enormous potential for revenue growth and value creation.
It's a really fascinating listen - from 14 minutes through to 71 minutes.
Yes, it's a fantastic achievement and full credit to GB for having come this far already and for all his efforts. Having read and reread the Turner Pope highly detailed article and having watched the recent presentation I feel this is just the tip of the iceberg. Very rarely do opportunities like this arise for investors, such is the potential for rapid growth here. DVRG seems to be in the right place at the right time and led by a fantastic team.
Mugg, why don't you sell and move on, that is if you own any shares in the first place. You're clearly not interested in Dvrg. Do us all a favour.
Great RNS. Skin Trust Club alone justifies the market cap. There are so many massive developments in the pipeline.
Keep up the great work Gerry.
Why is everyone on the chat board so obsessed with a subscription service which may or may not provide extra information re. Open Orphan. The only facts you should believe are the ones stated in the RNSs. Everything else is hearsay and speculation and should be treated with caution. Do you really believe Cathal is going divulge price sensitive information to an individual with a subscription service. Just look at the RNS facts and ignore the share price. Open Orphan is growing at a phenomenal rate, will be EBITDA positive for the current year, and within the next few months shareholders will have shares in 4 separate fast growing companies which they haven't had to pay for. And on top of all that we have a CEO who puts his money where his mouth is and is very engaging with shareholders. Which other company on AIM offers so much?
That's concerning that the LF test is so open to abuse. There must be many people testing positive who report a negative result to avoid self-isolation, and likewise some who test negative who report a positive result to bunk off school/workplace etc. There is no official verification of the test result with LFT, just one person's word on it.
If ever there was time for a Covid breath test with instant results it's now. The cases of self-isolation due to increasing infection levels is going to create massive problems for reopening the economy.
Investment Case:
How big and what is the market being addressed?
? Global skin care market is estimated to be $189 billion U.S. dollars by 2025
? Global water testing market estimated to be $4.5 billion CAGR 5.2% by 2025
? Cruise Industry is worth £2.6 billion unique wastewater & breath test combination
How unique and how big is the moat around the technology?
? Labskin + Skin Microbiome + AI is a unique combination ring-fenced by 13 years
of data collection. Labskin recognised as industry thought leader
? 5 years development of water contamination + AI optofluidic detection resulted in
3.37 seconds, 99% accuracy – Normally takes 24 to 72 hours
? 40 year history with 30 years - Trusted Microtox brand – Global footprint of 3000
unit sales in more than 60 countries, many capable of being retrofitted with AI
You sound like a sore loser riddler. Sounds like you need some advice from someone with a track record in picking winners. Anyone spring to mind?
I completely agree with 1Squadron. JW has an investment style which I really like too. He sets out his clear reasons for the stocks he buys but always stresses that it's important to do your own research. He's really approachable and engaging and exudes a passion for investing which you rarely see. And his track record speaks for itself. He's a top bloke in my books and I am delighted to be part of his investment club.
Other stocks which have risen significantly since he's tipped them are ORPH, ARB, DVRG and POLX to name just a few. His track record is phenomenal.
JW is always completely open and honest about his stock picks and the rational for his choice based on a carefully selected set of criteria. His track record is picking winners is undeniable. However he always states that you must always do your own research, not just blindly follow his suggestions.
Why does anyone give a monkeys about IG margins. Shouldn't be spread betting this anyway as it's far too volatile. Just buys the shares and hold them, simples!