The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
https://pressat.co.uk/releases/satago-and-visa-partner-to-offer-visa-business-card-users-discounted-access-to-the-satago-platform-3b593989c2910c075df9a083b1819552/
Don't know why this wasn't RNSd. Another great deal for Satago in addition to Lloyds and Sage already.
https://informedinfrastructure.com/76268/modern-water-appoints-new-general-manager-for-us-operations/
https://www.bbc.co.uk/news/av/world-us-canada-62761355
Modern water is going places. Right time, right place to deal with the environmental catastrophe that is unfolding due to climate change.
Where would we be without the dulcet reassuring and soothing tones from 'shorteverything'. And here's me thinking Orph is a well run profitable high revenue generating company in the infectious disease space during a pandemic, with the flu season just around the corner. Well how silly of me!
https://www.youtube.com/watch?v=dIvmG1g2ah4
I discovered this old video from about a year ago in which Ed M gives an approximate valuation for Leap.
This was before Leap got its UK gaming licence, and there's been plenty of other progress since then.
Makes you realise what a ridiculously low valuation SEED has now.
View the video from about 48 mins for the chat about Leap.
Nicole, market sentiment is exactly the reason why small caps have fallen so much. In the case of Orph we have a well run company increasing its revenues substantially despite tough market conditions , and is profitable. All credit to Mo for doing a fantastic job. The sp will catch up eventually. There's a huge disconnect currently between small cap sps and their growth rate.
Nurse, Justin Waite is a Vox Markets podcaster and passionate investor with a track record in successful investing. He also founded 'Sharepickers', a subscription based investor club. He uses a a very commonsense 'fundamentals' approach to investing to search for both value and growth potential in stocks. Checkout his Sharepickers website as well as his youtube videos on specific companies.
....the right time and place to help businesses navigate through these difficult times. EAAS is also profitable and has a growing order book and recurring revenue model.
Aldebaran, Justin isn't some uninformed Troll who ramps or deramps for the sake of it. He carefully researches his shares to buy and then explains his reasons for doing so, backed up with facts and figures. He always emphasises the importance of doing your own research however.
Yes there is clearly a seller at bay, but that does not change the fact that EAAS has huge macroeconomic tailwinds and right now at a time of extortionate energy price increases is in exactly the tonight time and place to
Your name more than confirms your motive. Scaremongering won't dissuade informed shareholders who do their research. Time for you to move on.
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.