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Thanks greypanther and rubey. Things seem to be happening at WN. The next few weeks should be exciting. I just hope we get official progress updates from Rathlin to prevent all the twitter rumours
It's used to melt parafin wax/heavy crude oil build up after a well has been shut in for a while. Interesting. Looks like they are cleaning up the well, probably prior to perf gun. I dont know what order all this happens in, but it would make sense that they wouldnt want a clogged well when perfing. Would be great if anyone with more knowledge on the process could clarify the process and likely order
There have been a few examples of competitor tech (breath test wise) but i haven't seen any competitors PD wise. Waste water monitoring is massive and has a huge demand and requirement world wide. Lil'ol DVRG cannot meet that demand, despite the fact its got the answers. Partner with a big gun and all of a sudden those answers become solutions to all who need them. Anyone who thought DVRG could go it alone were sorely mistaken. The fact GB knows this, and has acted on it, means that now the DVRG/CR combo can genuinely provide the products to satisfy the demand. And if it cant satisfy it entirely, it can certainly do a heck of a lot more than DVRG ever could alone. 49% (or perhaps 30% after ecowater buddies take their share) of billions is better than 70% (or so after eco buddies) of a few million.
DVRG probably aren't getting much/any press coverage due to the NDA's. The telegraph cant do a 2 page spread if no one gives them any information. GB has confirmed we are speaking to the right people, and for microtox PD, the right people are at government level, not the broadsheets.
Once/if these deals start to land i can expect us to hear a lot more about DVRG in the press. Take ORPH as an example. Massive news coverage once they had signed a contract with the UK gov. Not before (although there was a leak, from what i recall!)
Does anyone have an idea how much DVRG will retain from its 49% interest in the CR JV (should it come into fruition)?
49% is the advertised share that we get, but surely that 49% is then split amongst the other companies involved (Dell, Avacta, Aptamer etc). If i am wrong with this assertion (i would love to be) please let me know. But i didnt think Microtox PD (and eventually BT) was the sole product of DVRG and that it requires the input of other entities
Agreed, Q4 x4 + a year of modern water, suggests next to no growth in 2021. We know already that this isnt the case with both skin trust club and the CR MOU (albeit not a JV YET).
It could be that seasonally Q4 2020 was expected to be higher and that Q1 2021 would naturally regress. With that in mind, four lots of Q4 on average across the year is a positive movement compared to the equivalent for 2020. However, skin trust club and CR alone should lead to revisions. I expect we will get a revision over the summer
A lot of the new investors coming onto the market want the high octane quick profit scenario as seen with crypto and meme stocks. The idea of investing £1k today and becoming a millionaire tomorrow fuels the spikes in the likes of dogecoin and AMC (not amur!).
When these younger investors dip their toes into the AIM market, also known for rapid fluctuations, they expect the same sort of returns and then get impatient when the share price doesnt move as they (and over zelous posters) expect. The best businesses take time to grow. A lot of younger investors would rather take their chances on pump n dump style stocks, akin to gambling
The movements associated with the covid bubble and stocks like ARB over the past year wet the appetite. They attract the wrong type of investor. Steady as she goes is preferable over 20% up days followed by 30% down days
I see DVRG as a solid investment. But it takes time. 100% over the past 12 months is fine by me. I would also be happy with 100% over the next 12 months, although i suspect it will be more ;-)
I think the point concerning manufacturing is very valid. I believe GB has indicated that there are around 3,000 "devices" installed already, world wide, which isnt very much considering Modern Water has been in business for 30 years or so. That to me indicates that present manufacturing capacity is very slow.
The demand for an automated sewage/water monitoring process is massive world wide. DVRG cannot meet it alone, if at all. We need a JV with a massive manufacturer to be able to get these units produced.
China resources sounds like the type of manufacturer to aid in this process. We may well look to appoint others, we may not need to. Roll on the end of June :-)
Deepverge is under valued imo, but probably as the potential hasnt been priced in. The chinese resources MOU is just that, it hasnt become a JV (yet). BT has potential, but hasnt received the CE mark (yet). PD is active, but hasnt led to any major contracts (yet). Skintrust has potential but we dont have any numbers (yet)
Once some or all of the "yets" become confirmed i would anticipate a significant rerate.
The shareholders who frequent this board know of the potential. The exellent research by the likes of TRat and the crumbs left by GB really do offer a window into the potential of the company. The wider market doesnt see this research nor does it make these connections, and so, for now at least, the potential value is being over looked.
In 6 months time i expect that the SP will no longer be in the 30's (and i dont mean 20's or 10's!)
Hi all, ive been aware of HE1 for a number of months when reading about them in zak mirs top 20 stock picks.
I am looking to take a position but i have some questions that i would be grateful if you guys could answer:
- is HE1 just looking to identify the helium resource through appraisal drills to then sell on to a producer, or is HE1 intending on becoming the producer?
- is the company fully funded for the drills ahead or will they need to raise further funds?
- once the appraisal wells are drilled how long do we anticipate until monetisation? Are we talking months or years?
Thanks in advance :-)
What are we expecting to see over this period? From memory the china resources JV being potentially confirmed, with the terms attached. Has anything else been penciled in concerning updates on PD and BT and Skintrust?
The super app will launch in this period, provided no delays. Could be as soon as 1 day, could be as many as 22, but "q2" is over soon and the super app, along with list of launch merchants, will be live very soon. We also have pink sheets to look forward to. Exciting times ahead. MODE get the launch right and then hit the promotion out of the park then the SP will be multiples from today, imo
As i sit here in the haze of a homebrew session its come to my mind that us deepverge holders may well be on the VERGE of some DEEP returns.
The pieces are falling into place, and as the likes of T.Rat continue to identify, we are well positioned for a world crying out for what DVRG offers. And why wouldnt they take advantage?
I invested in SKIN in Feb 19 for what i saw as an amazing value play as well as an amazing environmental saviour. Labskin was doing its best, but Gerrard and his team are the ones magnifying the benefits to the world, and further to this finding new applications for it (skintrust).
Last autumn Gerrard took the somewhat controversial decision to give the green light for the takeover of modern water, a struggling company with a brilliant product. Some investors questioned this. But GB knew SKIN had the inovator in rhinocloud...
Fast forward 9 months and expectations are high. The potential is high. And the market is massive. In the midst of a pandemic we have the tools to bring the monitoring of MANY pandemics to the 21st century. Not to mention the advancements in GP surgery detection (maybe). Not only will us investors benefit from this visionary move, but so will our friends, family and the human race as a whole.
So, i wanted to take the moment to raise a glass of homebrew to the boss, the captain, the visionary that is Gerrard Brandon. Has he done it by himself? No. Has he invented all of this tech? No. But he has been a key part of bringing all of this tech together for the better!
I've already done very well out of his involvement in what was SKIN, but i think we are at the begining of an amazing journey. Some may say that contracts speak louder than markets and NDA's and potential etc etc. But give it time.
£60m for one of the most importants bits of kit in ANY pandemic, that has come to the worlds attention during one of the biggest the world has seen. It didnt exist in this state before GB turned his attention to it. The individual components did, but GB and his team have brought it together.
A financial advisor told me once... water conservation is the future. If you can find a company that can solve (or contribute towards) the solving of the worlds developing water problem then you hold out the bucket (to warren buffests proverbial raining gold)
We are in for an exciting period ahead! Imo :-)
A deal with the UK government would do more for the share price than a deal with China, even though the latter would do more for the bottom line. AIM is all about sentiment. Still, the more governments the better. If we can get the UK on board then the SP will fly, imo
I believe that MODE will be linked to your bank account. So, effectively, online purchases become like a contactless payment of sorts. Swift and easy.
Contactless payments have made chip and pin largely redundant (for payments pre £45, or whatever the cut off is these days), much like MODE aims to make the keying in of card number, exp date, name on card, billing address, security code etc redundant
MODE instore contactless terminal/payments (one day) may enable a contactless payment of sorts for any valued transaction as you cant steal someones MODE app, like you can a contactless card (cybers hacks aside...)
Per an earlier RNS we will have a lock in period for up to 9 months. Does anyone know if these shares will appear in our broker account, but cant be sold, or will they appear after the lock in period has past?
Nice to see the SP returning to pastures positive. ORPH was like Saints in the early to mid 2010's, steady but contstant progress. Now its like west brom with a nice little bounce. Lets hope we are man city from here on out!
Hi Amt,
I hope the below helps:
1. TR1 will only be issued when 3% threshold is breached in either direction. We might be notified of director dealing, but with inside knowledge of sensitive information he probably cant buy/sell very often
2. Its possible he wasnt allowed to take part in the fund raising due to having knowledge of sensitive information (ie, imminent merchant launch). Did any of the other directors participate in the recent funding?
3. Holding companies are fairly common. If the company holds assets (shares) on behalf of a family then the holding company can be handed down the generations whilst taking advantage of IHT reduction/mitigation
If anyone else has any better/more indepth responses please let us know
The business is experiencing trememdous growth and the merchant arm will give us a brand new revenue stream and is potentially transformative on its own. The only problem in some investors eyes is the lack of revenue in £$€. We have brilliant news re user number growth etc, but none of this means anything until we see the monetary value.
We are expecting poor revenue to Dec 2020, but we know the growth has been good since, so we should get an solid confirmation of the base revenue soon, to which we can apply the % growth updates since to get a decent idea of revenues for the year so far
Thanks T.Rat, you are well researched on the market/alternatives and are an asset to the board.
It is interesting that other companies have a similar approach, but a massive positive is that it validates the concept. Others see the potential in this type of device and thus DVRG are one of the pioneers, but a pioneer all the same.
An advantage DVRG has over the "rival" breath tests is the microtox name. As GB has stated, microtox is established around the globe and is known to the right people. The wider use of PD will also add confidence to the Microtox name, to the extent that Microtox BT will carry the brand awareness and familiarity akin to say an apple device (to the right people, that is).
Canarydetect and Owlstonemedical. Do these companies carry the same reputation/familiarity/cache as Microtox? My guess is no. But then again i didnt know said companies existed until yesterday evening, so it's possible i suppose!