Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
From the MSYS board ........... but wow there will be some dilution going on over there
It is intended that Gerard Brandon will join the Board as Non-executive Chairman and Dr Nigel Burton will join the Board as a Non-executive Director, in each case immediately upon completion of the proposed Placing, at which time the current Non-executive Chairman, Peter Grant and Non-executive Director, Eric Yeatman, will also step down from the Board. Eric Yeatman will be retained as a consultant to the Company.
Well word seems to have got out ... MSYS up nearly 50% as I type
It is all good !!! ............ The problem is none of it was a surprise and hence not beyond expectations. We all knew that we had exceeded £4M and as I recall the guessing game on here put 2021 guidance at £10M ..... some posters had it as more. The price was already baked in imo.
It will go up but it will take time and contract news. Seeing as we are at a high, I wouldn't be surprised to see a small pullback before the next upward leg. But then WDIK! I'm wrong more often than right.
ATB
First of all totally agree with you and whilst I appreciate these things take time, I would say now is the time to at least make a bit of noise about it whilst the iron is hot.
Slightly off topic, I note that GB has been posting some cryptic tweets over on twitter:-
In reply to one poster who asked when the results could be expected in January:-
Rule 17: An AIM company must issue notification without delay of any material change between its actual trading performance or financial condition and any profit forecast, estimate or projection included in the admission document or otherwise made public on its behalf (Smiling face with sunglasses)
and then :-
Gerard J Brandon
@gjbrandon
· 12h
Replying to @Investor508 and @DeepVerge
Recipe of #DeepVerge success:
1. Tell them what your going to do.
2. Tell them what you are doing.
3. Execute & deliver more than they expect.
4. Tell them what you did.
5. Perfect this for clients, employees, collaborators, partners and shareholders.
5. Rinse and Repeat.
A cheeky gif then follows.
It's obvious that GB is very upbeat at the moment which is great. I reckon though that the 300% increase in revenue to £4M is already baked into the share price and I just hope that we don't get a repeat of September where expectations are set too high and we get a buy on rumour sell on fact effect at results.
To be clear though .................. I'd much rather have an upbeat CEO than one who maintains silence aka Avacta etc.
Thanks Gerry ............ but that was my point, as all talk out there is around the £4M guidance which is the figure that many are basing their 2021 predictions on. As I understand it, this figure is virtually all SKIN driven and PI's are giving little to no account of potential MWG revenues going forward.
Without wishing to appear a ramper (know that doesn't bother Chesh :- )))) ) I still think that £10M guidance for 2021 is on the low side based on revenue forecasts this year. The £4M guidance that has been constanly broadcast is for revenues from SKIN only and takes no account of MWG. MWG reported revenue of £750,000 for the first half of the year. We know that MWG had a much better second half although no figures reported, but being conservative lets say they did the same which totals for 2020 £1.5M. As a whole, Deepverge would therefore be bringing in £5.5M minimum right now. Factor in their current growth rate circa 250% to 300% PA and by my math you are significantly above a forecast of £10M
AIMHO of course
Thanks all for the replies. I think a lot of people are diving into this only looking at the headline 4M forecast. With the additional MWG revenue added into the mix i think this could surprise some and add handsomely to the share price ....... We'll see. Where is Muggins the Dog when you need him ?
A couple of questions if anyone has the answer.
1. Everyone has been banging on about the YE guidance about 4M GBP and then basing their 2021 forecast upon it. 10M GBP seems to be a medium from some posters. As I understand it, that 4M guidance was based upon revenue from what was then Integumen only. Surely at least the second half of the MWG revenues would have to be included ??? If so this could significantly increase the YE total and surely significantly increase the 2021 guidance forecast ?????
2. Does anyone know if the Skin Trust product is going to recommend specific brands/products or whether it's going to be a generic description of chemicals, proteins, etc that need to be in the product that you would need to purchase ????
Many thanks in advance for any info
C
Flying in the face of TW, a nice little mention here :-
https://www.asktraders.com/analysis/deepverge-shares-surge-15-7-as-investors-discover-its-value-proposition/
Zak Mir on the other hand quite bullish
https://www.share-talk.com/new-year-eve-bulletin-board-heroes-thursday-31st-december-2020/#gs.pe0dut
You forgot "Skin Trust" ............... if that also gains traction that's another potentially huge revenue stream !!!!
The government didn't seem to take too much time to be the first country to introduce mass vaccination of a both new and somewhat radical vaccine. Infact, guinea pigs spring to mind. I also find it hard to believe that we are not also targeting the UK when GB has stated that there will be a roll out of the waste water testing in the north of England and we are also doing testing in a couple of UK factories as I recall!? I believe there was a whole RNS about it. It must also help that DVRG also share the same premises in York as the English environmental agency. Not sure I would be dismissing any involvement with the UK just yet.
Good Spot Sherlock
Dare I say it, but that sounds very promising; it describes exactly what DVRG are working towards. Additionally I do not know of anyone else who is working on such a program .............. although I stand to be corrected. Watch this space IMO with all fingers crossed.
COVID aside, I still think the personal health care project is genius !!!! ......... Don't think many have caught on to just how lucrative this could be if it gains traction. My wife has already said she would try it and she's a born skeptic and doesn't part with her cash easily. Shame it's not out now as I'm still hunting for a Christmas present.
Many thanks GB, just seen you have put it up on twitter and the pricing looks very reasonable too. This sounds a really fantastic concept. Whilst the Brits are pretty slow, I'm willing to bet the Yanks will be all over it if you can market it widely enough. Well done to all at Labskin and so glad that you don't have to cut any body parts off for you to analyse.
Have to say, I really liked this interview and what it implies. Skin Trust sounds a real winner .... like it a lot, particularly when coupled with the price tags GB has just put up on Twitter.
The one thing I am not clear on is how do they get the sample of your skin ???? I'm assuming that you don't cut a patch off your forearm and send it to them in a matchbox.
I wish GB had spent a little time just to take us through the process of what a customer would need to do to obtain these results and recommendations. If it's relatively simple it really does sound great.
Anyone know ???
The World is going mad !!!!
Hi havelot
Could not agree with you more , although I do not believe that the cruise lines will wait until the world is vaccinated. They are attempting to enter service now !!! They are bleeding cash and many will be bankrupt before the vaccination program is complete. Bear in mind they are not receiving any government support from anywhere.
Never the less, at some point the vaccination program will be complete, and hence my comment in the previous post that DVRG is on a timeline here. By that , I mean that if they can get their equipment on to the ships before COVID takes a back seat, the equipment will become standard as they can use it for all the other pathogens they have to cope with, Norovirus for instance which is highly disruptive and I would assume expensive since they cancel cruises over such outbreaks.
It will however be a far more difficult sell, once the COVID threat fades into the background and they may see spending their dwindling cash stocks elsewhere.
Imo anyway.
havealot as you point out, as soon as one person on board comes up with COVID the whole cruise is down the tube. The vaccines appear to be 95% efficient which means that out of 100 passengers 95 will be ok whilst 5 will not. Additionally there is no visibility on how long a person will remain immune nor whether any of the vaccines will be effective against strain mutation. I would suggest that testing is here for a while yet and if they can get a move on with the product there is still legs on it for lucrative sales provided it works !!!
To date I have not seen a better all round solution for venues in general; again with the caveat that the product works and works well! They do need to get a wriggle on though as imo the majority of the market cap is built on potential fuelled by the current market climate. As an example, take Fire Angel, a company with 45.5m revenue, investing in it's tech, losses relatively speaking less than ours as a percentage: Market Cap £15m.
It is apparent that now the vaccine is out, sentiment is beginning to wane and whilst we have heard (constantly) how good the tech is , it now needs to be backed up in short order with contracts and sales. If not the share price will continue to slide.
I do think it will come as I am invested here , but to push the market cap forward, the time line here is very much finite if we are not to see another sharp drop , my guess in the very early part of next year.
AIMHO of course
WOW !!! This would be the way in; I assume the infrastructure would already be there..........
https://www.dell.com/learn/uk/en/ukchn1/shared-content~data-sheets~en/documents~esg-casestudy-carnival-cruise-lines.pdf
https://www.delltechnologies.com/es-es/video-collateral/demos/microsites/mediaplayer-video/2017/dell-emc-carnival-holland-america-line-ships.htm
Interesting read here :-
https://academic.oup.com/jtm/article/27/5/taaa116/5871228