Member Info for Dingodog1

The train station adds look pretty clear to me.

"Ignore the noise. Do it right. Own bitcoin with mode"

With a couple of bitcoins as graphics.

Simple and punchy. If you own bitcoin or are interested in the market then you will know mode is at least a wallet.

Right now they want mass. The aim is to get the name out there. Thus pomp and brunel and the tweets requesting you share etc

The best add slogans dont contain 50 words so you know exactly what the business offers in detail. They need to capture the eye and convey a message. I think the mode advert at the train station does that for the target audience

100,000 STC kits at £100 is £10m!

Obviously a large retailer would negotiate a lower fee per unit, say £40, but still, £4m plus the name gets out there and DVRG get more and more data.

And that is one relatively small order from one retailer. If it takes off STC could be sold on mass to many more retailers!

It's a nice update and it is good to see DVRG focusing on mass use, portability and accessibility. But no doubt some will point to more R&D success with nothing tangible from a contract perspective.

This will follow, imo. DVRG are building one heck of a surveillance system!

More "blarney"? ;-)

When he said news by Christmas for the long-suffering shareholders back in Oct/Nov i took it with a pinch of salt.

When he essentially re-confirms that point with only 11 trading days to go i am fairly confident that he is intending to gift wrap it!

Surely it couldnt slip into 2022? As SeenRight84 says, it would be very damaging at this point

Very impressed with the interviewer. She relayed a fair few concerns that shareholders have. Worth a watch when the recording is released

As said in on of GB's tweets this afternoon. All the pieces now in place. There is only one that seemed to be evading us which was mass manufacture, which CR would offer...

He has also mentioned legislation in his tweets. I wonder if we are to see some government legislation that insists upon wastewater monitoring?

All speculative but i am looking forward to tomorrow morning in the hope of a juicy RNS!

Aside from the day BT was mentioned (the now famous day that many a troll points to as being a complete flop) we haven't been able to break through 35p. Hopefully the right news tomorrow will see us finally get beyond that resistance (like Tom Hanks in castaway when he finally gets over that wave and leaves the island. He uses part of a porter loo as a sail... hmmmm.... a good omen?)

GB certainly goint all out on twitter. The SP reaction cant be twitter alone. I think an RNS is in the pipeline and those in the know are loading up. Nice to be 30p bound once again. Hopefully the patient are rewarded!

In terms of square feet, indeed, @gjbrandon. But a boeing 737 is about 33 metres in length, which was used to quantify the length of one side of the hypothetical square, as were the 3 buses and the blue whale.

It's difficult to visualise how big 10,000 sq feet is. But everyone will be familiar with the length of a 737 or 3 london buses (or the whale :-) ). So to visualise a square with each side being the length of a 737 is approx 10,000 sq feet

My maths is a little rusty but a 30m by 30m square is 900 square meters, approx 10,000 square feet).

To help with perspective, 10,000 square feet is about 930 square metres, which is an equivalent to a square with each side being about 30m in length. A blue whale, a boeing 737 and 3 London buses are all roughly 30m in length

Hopefully we get some news. If not CR related, then perhaps another piece in the puzzle, perhaps a US manufacturer MOU.

CR this side of Christmas would be brilliant news. As has been said before, it probably wont result in the SP multi bagging, but it will a massive sign to DVRG holders that the show is on the road and we are ready to take orders (large orders!)

I've read a few comments of people who are disapppointed that STC is giving away free kits. At this stage i am not concerned. STC is new to the market and it needs to spread awareness. Giving away free kits is a good way of getting it into peoples homes. If the users of the freebies have a good experience then they will tell others.

But that is a short term commercial view. Longer term every kit given away for free results in data coming back into DVRG, data that is worth money. In time this data will be worth a heck of a lot to the right parties.

If a new brewer gives away promotional pints to raise awareness is hopes that the customer will tell others and become a long term customer themselves. STC are doing something similar, however, unlike with a pint, the consumption of a STC kit gives DVRG data it can sell.

DVRG also has other revenue generating divisions (labskin, microtox etc). It can afford to support STC to an extent, certainly if it lays the foundations of the launch pad for STC to take off

GB has just posted a tweet which seems to indicate that the PD will detect the omircon variant. Great news if so

Thanks paulcon,

I believe that the spike protein of the covid particles is detected by the aptamers/affirmers. The variants are all still cut from the same cloth, so to speak, so hopefully the PD (and BT) can still detect the new strains.

A brand new virus would be a different conversation. DVRG (and partners) would need to get to work pretty damn quickly to tweak the technology to identify a new virus. If they couldnt then the surveilance system would fall down.

Obviously microtox can still detect a variety of existing viruses and bacteria, as well as other contaminents in waste water. So the microtox brand certainly doesnt live or die on the success of detecting future pandemics. All imo

Morning glebe.

When (if?) the deal with CR is signed off it will be a massive day for DVRG holders in terms of progress. It probably wont result in the SP bagging because the news needs to be understood and digested outside of the "parish". But, it will give all DVRG holders assurances that the PD is going to be mass manufactured and we will likely see contracts announced in the months to follow. These contracts will be the catalyst to SP gains. For example, announcing a three year contract to kit out all water treatment plants in a given country will be worth many many millions to DVRG. Such a contract will lead to major SP gains imo

The new variant will certainly act as a wake up call for those who think covid is a distant memory. However, the CR deal isnt signed (yet) and once signed we are probably a couple of months away from manufacturing in China, which means we are probably another month away from assembly in Cork. The earliest i see PD being available on any sort of mass (200 a month) is April. By this time we may well be back in head burying mode with regards to covid as omicron is likely to have done it's thing by then and we will be heading towards the summer months

At 200 units a month, PD offers the dream of pandemic surveilance to a sole country in about 3 years time. The demand could be so high for this that 200 a month may not even make a scratch

Signed up contracts will need to be met. Hopefully DVRG and CR can ramp up production. For me, 200 a month doesnt seem like much. Especially if schools/office buildings are expected to be using these in the years to come. That could be 10's of thousands of PD units in the UK alone. Great for business, but such demand can't be met with "only" 200 a month

I don't doubt CR's abilities to manufacture the required parts on the scale required, it's the DVRG in-house assembly in Cork that i can see having issues assembling to the scale required. All imo, of course. And baby steps for sure. 200 a month will be just fine for our investments in DVRG. If we are ever having the conversations about DVRG struggling to meet the demand then DVRG is a billion pound+ mcap company and we are all stinking rich!

POLB will take 12-18 months to monetise an asset, per the various POLB presentations. And that is IF the "shot on goal" goes into the back of the net.

Based on this, POLB wont have monetised any of the assets by the time the lock in ends. The only way, imo, that will prevent ORPH holders heading for the exit is that they make positive progress over the next 4 months and start buying up intriguing medicines/vaccines (the "shots on goal"). If not, and the SP remains beneath IPO, i see a lot of ORPH holders seeing POLB as a bird in hand being worth more than two in the bush.

Some ORPH holders will have tens of thousands of pounds in POLB, an investment they never "chose". I think that said investors will have no issue deciding to cash in.

So, from a POLB perspective, it's over to CF and JS to convince perhaps 50% of the shareholders not to cash their chips.

His suggestion of a 1 billion dollar market cap within a year is a little wide of the mark as things stand, 6 months in. This may have been a tongue in cheek comment by CF, but i doubt he expects the reality to be less than IPO at the end of the lock in. A NASDAQ application (suggested by CF to occur within a year) would encourage a few to stick around, i am sure

As i understand it, the business targetting £50m revenue and profitability will still exist after DIM, Prep and Imutex are spun off.

At present the three are effectively dormant assets within ORPH. Will the SP take a hit when the assets are spun off? Probably yes, as it did when POLB was spun off. But the "shell" that will be ORPH will still be generating £50m plus a year, and will be profitable. As elrico has said, ORPH will then be a pure CRO. What becomes of said CRO? Who knows. Some have suggested a sale, others a NASDAQ listing. I think we will have the answer within the next year or two

The SP was at about 43p last Thursday on the news of the merchants. It was the boots et al u-turn (if JR is to be believed) that resulted in the SP starting to turn.

If JR was able to get these guys interested he needs to follow it up and sign up more household names, affiliate links or not

That will move the SP. They need to target a big name to follow up THG. If they got one of the takeaway companies on board, for example, the SP would rocket like it did when the market thought boots/homebase/ocado were