Member Info for Dingodog1

To think some sorry souls sold for 4.16 on Monday (3 days ago!). 56% increase since then, and long may it continue. Sentiment for everything ORPH is rock bottom, but imo the business is as strong as it ever has been. POLB is a free hit and worth holding onto for the ride, again imo. I certainly am not desperate to sell at any price going, like many a shareholder upon receipt of their shares in recent weeks

STC could absolutely take off if it catched the imagination and the various water monitoring devices will be required more and more in the future with the effects of climate change, if not already. Arguably either could very quickly outgrow the capabilities of the present infrastructure in place at the moment.

CR seemed like it would be a major move to address the potential rocket in demand, but right now we have not heard anything of note for months.

STC seems to have large testing capabilities so hopefully we can meet a significant uplift in demand should it come.

I feel labskin will be the most overlooked by society, at least until laws and regulations change to prohibit animal testing.

BT could be massive but is dependent on passing trials and providing an affordable and reliable diagnosis tool. Still in development so a complete bonus if that comes off. Certainly the NHS needs something to help it out and a diagnostic device could give patients a once over in the GP surgery with less GP hours required

I feel that DVRG is a great investment with a lot of potential, but we are yet to get any major interest from the institutional investors. Hopefully yesterday was a good advertisement and we start to see an uptick in news, interest and ultimately SP

It certainly seems like we have three core avenues that could prove very successful in the future, and potentially a fourth:

- waste water monitoring
- STC
- labskin (putting an end to the testing of cosmetics on animals)
- (potentially) point of service diagnosis with BT

I do wonder whether we have the resource to develop each avenue effectively. Would DVRG be better off following the open orphan model of spinning off the various opportunities, with each having it's own BOD? (I appreciate LTH in ORPH are yet to see this model bear fruit)

JR knows he needs the SP to be well above where it is to get any sizeable placing through and keep current LTH on side

If he proposed raising £8m then he would need to double the shares in issue. That would p1ss off every shareholder and also dilute his own shareholding.

Big news is needed to shift the SP. Hopefully the results carry evidence that the company is growing

AMC are selling a pre development nickel mine in Russia. I would imagine that the various sanctions have slowed that process down considerably.

For RBD to RNS the SPA suggests that it is already well underway. Hopefully it won't be another two months before we find out the value!

We don't yet know the form that the consideration will arrive in. I have my doubts that it will be 100% cash upfront. It could easily be, say, 30% cash upfront, with the remaining funds being paid over time. Any such agreement will have a relatively muted effect on the SP as the cash would take years to be received in full.

Hopefully i am wrong, as i have been under water here for a while, but i think the form and timing of the considerstion is almost as important as the overall return, certainly from an SP perspective. All imo

19 days until 31 May.

News could drop anytime.... or it could be pushed back again!

At least the price was more or less secured prior to the Russia/Ukraine crisis and so this investment should hold up quite well vs others in my portfolio that have taken a hammering!

MODE either kills it and propells to billion pound+ MCAP, or it fails.

I really can't see them floating in the £10-£50m mcap bracket like so many on aim. The business has the ability to exponentially grow

For me it's a hit or miss. I won't sell nor will i buy at these levels. My average is a lot higher, but i suspect i will have a smile on my face eventually. If i dont, those buying at 8p wont either. All imo

Amazing really, isn't it? A portable water contaminatiom detection machine for use anywhere a road is. Why wouldn't it be a success and in major demand? Who would prefer the alternative of manual samples that take days to analyse? I can only imagine that cost would be the differentiator, but that effectiveness and accuracy cannot be rivalled

DVRG have the tech and are well ahead of the competition. Hopefully this is the year we see that potential turn into the big bucks

It certainly won't be a live bank feed to the mode company bank account. At worst it's outdated, at best it is an estimate, and it won't be a very well educated estimate given the company wouldn't release that sort of information

My HL account shows my poolbeg shares in green at the bottom of my portfolio (via the app). It mentions the total number of shares and has apportioned them from my total cost in ORPH.

Therefore, to me, HL already know all they need to know? To receive shares in certificate format via the post seems a bit archaic. If i receive paper shares how can i then "import" the shares into my online account? Seems a lot of hassle for only spin off one... potentially 3 to go...

Values are unlikely to be published until the SPA is binding/close to conclusion. This will be at the request of the buyer as they dont want any competition trumping them.

RBD are always going to state "satisfactory" in any public communication as they dont want their buyer to think they have over bid. RBD would be foolish to say "an amazing offer, more than it's worth, kerching!!"

Essentially, we can only speculate until the deal has progressed far enough that either party is willing to release numbers. Once numbers are released i would expect us to be close to conclusion. Could be many months yet.

I've been invested since before the colter drill, just after the wick duster (around Feb 2019), so this is great news for a long suffer shareholder. Hopefully it results in the first significant monetisation! GLA

How do we want to see the funds used? 50% special dividend and 50% for WN and other projects? (Early days, nothing concrete or numbers provided aside)

Wasn't there "over a hundred" 4 or 5 months ago?

If we had 200+ you would imagine they would state that. Hopefully now it has gone live more will sign up

2019 - £1m
2020 - £4m
2021 - £9m
2022 - expecting around £20m (based on TP broker note. Nothing confirmed by company)

Q1 2021 - £1.29m (14% of eventual annual revenue)
Q1 2022 - £2.38m (assuming a similar proportion of annual turnover then 2022 could be at least £17m). GB says in course for another year of triple digit growth which would see turnover above £18m

The growth in turnover is phenonemal, and this does not yet include any big contracts wins for MW and with STC still very much in its infancy

Existing operations alone should see further increases in revenue, with GB stating that there are a lot of repeat customers, but if MW or STC start to pull in the big bucks then we could see unthinkable levels of turnover.

The SP is ridiculously low for what we have when considering the potential. It was 30p+ last summer. External market factors are to blame, imo, and the SP is not a fair reflection of the progress made by GB and the team since they came in.

I continue to hold and am optimistic of what the future has in store

https://www.proactiveinvestors.co.uk/companies/news/979943/deepverge-boss-says-business-is-on-fire-after-another-record-quarter-979943.html

No doubt some will mention that the £1.09m increase in sales is essentially the income secured during 2021 that they couldn't get across the line in time for the year end.

It should be noted that deferred income will remain a component of the accounts at any one moment in time. We don't know what deferred income is as at 31 March 2022, so the fact we have booked £2.38m in q1 2022 is a positive step forward. For all we know, deferred income as at 31 March 2022 is another £1m or so. Solid first quarter for me

With current shares in issue Mozax i would tend to agree with you. The risk to current shareholders is any raise between now and said catalyst. JR has dismissed any iminent raise, but any such raise would only command 10-11p per share at the moment, resulting in major dilution.

We need strong financials/news to get us back into the 20's and beyond. I have an average of around IPO price, and therefore MODE has been a pretty poor investment so far. I am hopeful as the potential is huge. I just hope they start to realise the potential before they need to ask for money. The MCAP could double and the SP remain the same. It would mean nothing to us existing shareholders

JR mentioned during his sunday roast interview that the backers or MODE (various families etc) have very deep pockets and therefore funding will never be an issue for as long as these investors believe in what MODE offer. That is very reassuring. It means that the SP isnt overly relevant to these investors day to day provided the long term targets and milestones are met. The latter is certainly the case, and at present MODE does not need additional funding

The current SP effects PI's who invest for a quick return and who may well consider selling at these levels.

I am a PI who invested at much higher levels, but still a low mcap for what we have. I am relatively relaxed as i dont need the money now. If there is a future raise at 10p a share then i will need to consider participating at that time if the option is available. But i still believe MODE is a 100's millions mcap company in the making. I also think we will be taken out along the way.

So when i see an SP of 13p i am not too concerned as the MCAP is only £12m or so.

If, in a year or two, the SP is 13p but the MCAP is £200m then something has gone wrong...

I am content to wait. I am under water but not over exposed. I believe the SP will turn around as the months pass :-)

I completely agree that the water monitoring offers loads of benefits, not just covid, and the BT will be able to detect an array of conditions.

I am just a little concerned, and perhaps i shouldnt be, that the general consensus is that covid is a little long in the tooth and any attempts to lockdown a given office building or town or whatever wouldnt go down well these days. Especially as anyone who catches covid in the months ahead won't actually have to suffer any restrictions. People in my office turn up with all sorts of bugs. The common cold never kept them at home, and mild covid won't be any different, especially with no need to isolate.

This is, of course, only the covid side of things and modern water mobile, BT and other MW units have a use beyond covid, but the pandemic very much thrust water monitoring into the limelight. When the pandemic goes away/becomes an insignificance to most, will waste water monitoring go the same way?

Waste water monitoring has been needed for decades. Forget the pandemic. Heavy metals, drugs, forever chemicals etc etc, and yet none of these factors have ever been enough to get goverments to do anything about it. Covid was the wake up call. I hope it packed a load of caffiene so that those who are currently taking notice don't fall asleep again.

I believe in the MW offering and i know water monitoring is essential. But few seemed to care until recently. I hope pandemic surveillance is the future and that we are at the centre of it