Member Info for Dingodog1

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...)

Is that a hope kinghomer, or has there been a leak?

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!

That is very true T.Rat. My comments were not intended to down play the potential of DVRG, but were to add some perspective to the quoted market size for the PD in Germany and the US alone.

BT in every doctors surgery, using all those chips. That market is massive, and as far as i am aware there isnt any competition, it is pure innovation, providing GP's with an early warning tool.

BT and PD on cruise ships. BT for live events. Skintrustclub (both selling the swab/analysis and also the subsequent data), labskin and the movement to prevent animal testing. Police application of MSYS mass spectrometry tech for immediate breath testing

And more that i havent mentioned. DVRG really does have the potential to be a beast of a company. The only "concern" may be someone taking us out early before we reach our potential, imo anyway

The market truely is massive, but we need to keep in mind that in order for DVRG to be able to satisfy said market then we will need to JV-up (similar to China MOU) and with this JV comes handing over a slice of the pie, and not a small slice.

Germany + 70% of USA is a potential GROSS revenue generator of $1.25bn. But that wont all hit the DVRG top line. Assuming PD became the monitoring device of choice in both markets, i think its reasonable to assume that half of that revenue will go to the JV partner. We then need to consider how much the rest of the guys in the eco water consortium will get. I dont expect it to be £nil, unless of course it's nothing to do with them? (Must say, i lose tracker of how many businesses are involved!)

Dont get me wrong, there is massive potential for DVRG, but the size of the market doesnt equal our potential revenue.

However, I think its safe to say... £10m will be comfortably beaten, and future revenues will be pretty damn good (imo!)

It is unlikely that many would-be-investors watched the podcast. The vast majority will be those who already hold DVRG shares. So, the buying this morning is likely to be top ups from existing holders. The new money is still to come. When the penny drops i can see £100m+ mcap. And that will just be the start, imo

I agree, but a lot hinges on the size of the merchants. If we launch with a flagship, trendy name then i see MODE doing very well.

Millenials will be the most likely demographic to use MODE. A fashion provider or takeaway platform would be huge. A couple of merchants aimed at the older community, who are unlikely to use online card payments, let alone an app, and the reaction will be muted somewhat

The future is bright with DVRG. At present MCAP this company represents an amazing investment opportunity. Regarding the end goal, and potential sale, i dont think the company as is would be sold. I think that any would-be-buyer would either want labskin/skin trust OR pathogen detection/water monitoring.

There is also the data we already have and the data we will acquire from skin trust. That data is valuable and i can see DVRG selling that off to recognise maximum value PRIOR to selling either of the components.

It is possible that DVRG will spin off the components of the company ORPH style so that each component has its own dedicated management team.

It's very early days, but i see the company being sold in the future, but hopefully for a lot more than £300m. We could see that MCAP in the not too distant future should the chinese JV, skin trust and PD/BT take off, capturing the imagination of investors, both PI and institutional.

We may well be at the early stages of DVRG becoming THE water monitoring company. The pandemic has highlighted the need for waste water monitoring and we are almost ready to give the governments what they want. JV, like the one in China, will be necessary as there is no way little old DVRG (as it is at present), could possibly manufacture at the scale required. But many JV's on different continents allow us to scale the PD to suit the worlds need. We will get a decent slice of potentially billions, as opposed to the majority share of "only" millions

And that just PD. BT, skintrustclub and labskin are all well positioned to become behemoths in their own right.

The next 6 months or so will be massive for the future of this company. All imo of course, but i am very confident :-)

Brilliant update. You don't expand facilities if you have no use for them.

The initial demand for the microtox devices is pandemic related. But the application of said devices to a varriety of other areas, including drinking water etc is massive. The pandemic will put us on the map (if we aren't already), but the post pandemic world will see continued growth as governments learn that pathogen AND polution surveilance systems are needed.

The water conservation/scarcity tweets that GB has been posting is a great application of PD. It allows us to know if what limited water we have is safe. Then there is polution in rivers, reservoirs, oceans. The potential of PD is massive. And that is just one device, which is only one of the many irons in the DVRG fire! £55m mcap? Surely not for long... no reason why this potential should not be three digits (of millions)

Great opportunity to top up, imo. I never thought i would be able to buy in the 30's again once i saw it hit 44/45p a share. So i am very happy with my latest addition at a price of 38.33p (at 10am on the nose).

As things stand all dividends in specie are still eligible to be received (unless an RNS is released stating that the share record date was yesterday!) and therefore all the potential that this share had when it was in the low 30's still applies today, at least that's how i see it.

Those selling today may well be the unpatient ones who wanted to hop in and hop out, grabbing a quick dividend in specie along the way. It's been 2 weeks or so since the announcement of the first spin off and it may be another 2 weeks or so until we get more information. Who knows. But the drop is a great opportunity imo

Thanks Gerrard, always nice to hear from you. I've topped up today based on the 15% or so drop from the Chinese MOU spike. The market hasn't digested and accurately reflected the significance of this just yet. Plus labkin, skin trust, BT, PD and more.

My average is below 20p so i can sit easy at the presents levels. I understand the frustration of those who have bought in over the past 6 months based on all the great news flow and potential. In my opinion patience is needed. I am sure we will see the SP reflect what we have soon enough.

Remember, £10m revenue, if delivered, is a decent level of growth. And let's be honest, many are expecting this to be exceeded. If the MOU with China is finalised into a JV and we see other similar deals in other countries then all of a sudden Deepverge IP/tech will be getting produced on the scale required to not only make a difference to the planet, but also the bottom line of DVRG. £50/60m mcap does not reflect what we have today, let alone the potential. All in good time, but i have a feeling that time is running out to be able to buy at these levels. GLA