Member Info for Chrysalis1

Share price on AIM is somewhat of a lottery

For example .............. Fire angel last reported annual revenue £45.5M and market cap $16M
Today Gene Drive 400K revenue for last 5 months ................. Market Cap at a wopping great £45M

So I would guess there is a lot of potential going forward baked into the DVRG share price. That said, I am still holding as the markets and the diversity that this company is involved in could go huge and the year on year revenue increase would seem to support a case for cautious investment at the right price.

Looking forward to next week.

Have a good weekend all .............. (dots for Chesh and plenty of them)

There is no contest and that's obvious. The problem is, that once the government has spent all this money on this kind of kit, they are very unlikely to retro fit our gear (even though better) into public life. The government are already being hammered for wasting money hence my thoughts above. With our product slated to be coming out later in the year, it is simply too late and we will have to look as it more as a medical diagnostic tool. Shame really as we appear to have a really great product here.

Excellent find Chesh !!!!! Shame Deepverge weren't mentioned in the article.

Agree with everything he says, but my only concern is that we appear to be some way behind in getting it to market. Public venues, Cruise Lines etc are wanting to open up shortly and will put alternative testing arrangements in place. Once that is done and protocols in place, it will be extremely hard to to get them to change over to the DVRG solution .

Time will tell and of course one has to remember that this is not solely a COVID detection device but effectively a medical diagnostic tool for several pathogens.

Take Care

I would expect so based on that RNS. I really didn't understand half of it (different language) other than it seems likely BT will see the light of day around t the same time the population has been vaccinated.

Not much there the. Just says some way to go. Pity, I had hoped we were further along.

If you want to see something rare ........... but beautiful, have a look at the technical analysis on DVRG. Held this share for 18 months now since Integumen days and never seen an all buy on all indicators before :-

https://uk.investing.com/equities/integumen-technical

I just hope to God that GB has got some good news for us as I would hate it to go the the other way.

Retire,

I have thought a lot about the Mrs B sale and reinvestment into Msys. Whilst an instant gain in wealth is obvious, I don't think many have looked at it from a business perspective. It is apparent that DVRG sees value in Mosaic and that it would be a valuable end acquisition for the business. To direct and control Mosaic, Dvrg would need have a decent and controlling stake in the company. As such GB and Me Burton now have that.

GB would have looked terrible if he had sold shares in DVRG himself and then bought Mosaic, so my guess is he raised the money he needed through his wife's holding on DVRG. After all of was a fair sum and he was probably hoping no one would notice. Sure his household is going to make some cash, but at the same time I would imagine that it would be essential for him to have a controlling interest in the company of he wants to bend it to fix it his way and merge it into the DVRG family.

AIMHO of course but seems to make sensw.

Another challenger to Microtox BT ....... We are not alone

https://today.tamu.edu/2020/11/19/texas-am-system-worlds-inc-collaborate-on-covid-19-breathalyzer/

An old article but well worth reading. If this is what Disney is advocating then I am sure they will be interested in the dvrg solution ......... infact it's just a perfect fit:-

https://insidethemagic.net/2021/02/disney-breathalyzer-covid-test-kc1/

Hi Chesh

Agreed, although the point was to highlight that we are not the only game in town with a breathalyser. Cambridge seem to be working along the same lines that we are using tried and tested technology and then combining them.If to be believed, a 100% detection rate is pretty impressive. GB's tweet implies that MicrotoxBT is being looked at by Porton Down along with others and sooner or later they will decide upon who gets the contract or indeed it maybe that a number of candidates get contracts. Assuming the accuracy in detection is high, the Microtox solution in my view is great and meets all requirements, but I was also say that you cannot mix it up with other solutions as it is a one of a kind by way of it's integrated IT.

The wastewater solution is a different kettle of fish as from what I have read, there is very little competition and is an absolute must have for not only now, but going into the future.

I just hope that we get some clear information very soon as to how these projects are progressing with regards to figures and facts as opposed to veiled tweets.

Great find Trills and sounds very promising. That said, before we get carried away, as others have stated there are a lot of other solutions out there and some not far from home more likely than not at a similar stage of development:-

https://www.cambridgeindependent.co.uk/business/new-5-minute-covid-19-test-based-on-breath-now-in-clinical-trials-9148531/?cmpredirect

Assuming that both systems are of equal accuracy, my take on it is that the DVRG solution is superior. Effectively you would not even need to take the test at the terminal for speedy boarding. You could do it the day before and just have the result scanned in from your phone at check in.

My worry here though is the client list that Vikand have which includes just about every cruise line in the business. It would seem that Vikand are the company of choice for the cruise industry where medical solutions are concerned and as such it might be that Gerry and the team will find it a tough nut to crack making inroads to their business.

Hope we get news on the Microtox BT soon as it looks like the competition is hotting up:-

https://www.openjaw.com/cruisenews/redirect/61206/multi-unit-covid-19-breathalyzer-system-can-screen-1-000-cruisers-in-an-hour

David,

A fair argument to my question with a number of salient points that I had not considered. I take it from your reply then, that you would not foresee any merger or acquisition of MSYS in the near or immediate future. I would genuinely be interested in your thoughts as to an approximate time frame you would consider reasonable for any future merger /acquisition?

David, I agree with you and am fully supportive on the collaboration and Merger/Acquisition strategy

My question would be however; why did we not keep a lid on things and move in on MSYS before Christmas when the company was attempting to file for administration and could have been acquired for circa £1M. Why would we instead, want to ramp it up to multiples of this (MC currently now £16.7M) whereby any future merger/acquisition is going to be greatly more dillutive to the parent DVRG ordinary share holder.

Errmmmm .......... balanced somewhat by 140,000,000 MSYS at 0.1p ............. now 0.276p.

You might also recognize ...

Nigel Burton 65,500,000

Helium Rising Stars .......... 800,000,000

https://uk.finance.yahoo.com/quote/MSYS.L/insider-roster?p=MSYS.L

Don't consider myself shortsighted, but I think the link below is worth a view as it spells out exactly what is happening. Helium our September nemesis are prominent. Make of it what you will ......

https://uk.finance.yahoo.com/quote/MSYS.L/insider-roster?p=MSYS.L

I just hope that if we do take over Microsaic, that the warrant holders (including Turner Pope's millions of options) are required to exercise their warrants and options and not allowed to carry them over to the amalgamated deepverge entity causing more dilution. This so that any takeover price for the company represents fair value.

Shall be watching this very carefully as there are literally hundreds of millions of them:-

- the issuance of Broker Warrants, whereby transferable warrants are to be issued to JIM Nominees Limited (as nominee on behalf of Turner Pope) for up to 997,000,000 New Ordinary Shares, equivalent to 20 per cent. of the Placing Shares issued to non-director placees, exercisable at the Placing Price for two years from Admission, as part of the consideration payable to Turner Pope for its services as placing agent to the Transaction;

Hi Garry

Universities are think tanks for learning and problem solving and usually will work with companies that have the infrastructure to support their solutions aka Oxford and Astrazeneca etc.

From November .... 5.2 anyone know of any other company developing a ‘real time’ automated detection system???

Thanks in advance

Wastewater COVID-19 Monitoring in the UK: Summary for SAGE – 19/11/20

5 Operationalising the WW Programme and future plans
In England the National Surveillance Programme, upstream and near-to-source pilots in Exeter, Pendle
and Southampton, and School’s testing pilots have been operational for several months (See Appendix
7.1). The pilots continue to generate significant scientific insights and address gaps in the
understanding of wastewater epidemiology. We are expanding the English National Programme,
sampling treatment works to cover 80% of the population, and supporting mass testing in eight core
cities and Greater London, scaling work we started in Liverpool, with further expansion proposed.
In Scotland, the network has been kept under weekly review. As COVID-19 Protection Levels in
Scotland are designated at a Local Authority Level, the network is currently under review to see how
it can best provide discrimination at a Local Authority level.
In Wales, wastewater monitoring is now also being used to support mass testing at national infection
hotspots to inform local decision making on where and when to test (e.g. Merthyr Tydfil). The
approach is now being upscaled and new automated technical work streams are being implemented.
The work is also being expanded to include other viruses of public health concern (e.g. Influenza A/B,
norovirus, hepatitis A/E).
5.1 Additional use-cases
Beyond identifying community-scale hotspots, wastewater monitoring can be applied at building-scale
for the management of outbreaks in discrete populations. Learning from our work in the small city,
upstream pilot and in schools, we are investigating the potential to use building-scale monitoring to
prioritise the distribution of mass-testing, for example in prisons and critical points in the food supply
chain.
As vaccines are distributed, it will be important to maintain a pulse-check in areas of high risk and
potential low uptake. Wastewater monitoring presents a unique opportunity to track the effects of
vaccination across a range of population sizes in a non-invasive way.
5.2 Technology development
The development of an automated and on-site technology for sampling, processing and analysis of
SARS-CoV-2 in wastewater is underway. A workshop with key academic and industry partners led to the identification of three key areas for development focused on (i) the automation of analysis in the
field to enable detection and/or quantification of SARS-CoV-2 RNA near to the point of sampling, (ii)
the development of ‘real time’ automated detection and/or quantification of SARS-CoV-2 RNA at the
point of sampling, (iii) the development of technology that could be integrated into the network for
wider health monitoring, for example at pumping station