Member Info for drshan

Well, I agree wholeheartedly Chesh, you know that, PD, China Resources - pivotal, opens lots of possibilities, opens the door to entities who may have hitherto found the cost of implementation a barrier. Let's hope they can come to terms.

One thing none of you touched upon in that rambling chat, that piqued my interest. When asked, "Gerard, what part of the business do you see as being the thing that will make investors smile in 2-3 years?" He had previously being chatting with them around the ideas of the past to make a billion, had cited 2-3 businesses who are involved in testing with a comparable model and are proven to be incredibly successful. So which part of DVRG does he cite as being the big potential value driver? STC - why? It has the potential to be in demand by....... a billion.

Frix, In short. In the fullness of time - yes, why not, I'd prefer dual list if they do.

They have more enough on at the moment, they need to consolidate what they're currently working on first. NASDAQ is not cure all - look at DDDD - dire!

Typos are annoying, eh! We aren't judging

If GB guides 10M, I'm going to keep buying. If he hits that target, then the company has achieved its goal for growth and development.

Some things went well, some things were delayed, some things were expanded; the company will be achieving growth and developing value. Nuff said.

Ah.... always the same avatars, with the same narrative. Quote the extremes, exaggerate them, or better still, just lie, ignore the reality around those irrational extreme statements, ignore the fact that ONLY these avatars turn - on cue - every time, like a foul odour, leaking from a common source. Now those are actual facts!

The same narrative being peddled, yet again, by the same few individuals hiding behind their alias/avatar, pretending to be merely pained invested interests.

To anyone reading this nonsense - don't fall for it, look at their back history, click on their name and you will see the truth.

Great price

NEWUNC - Deluded mate. why do they turn up only when the price is dropping?

People with a vested interest look, see what's happening with the share, asking "why is it falling" the de-ramp crews capitalise by plastering the BB with negatives, few people sell, price weakens, frightens a few more who sell, price falls, stop losses start to be taken, price falls.... and on, and on.

It's a familiar refrain from the vested interests "oh it has no impact" yet those who pay attention see the same pattern across many shares. Team of scumbags chiselling away relentlessly - fact.

I'll buy until it turns, and all the way back up!

Ah, the good cop bad cop routine, providing a counterpoint for the de-ramp. Nice.

What will happen now you've informed us that you can't sell at this price, now you've told us all "its not what the market has indicated" eh! CEO says they are comfortable to re-iterate 10M by year-end, but this isn't good enough for you, your'e gonna keep trotting out the evidence free supposition based on 'a finger in the air' telling you it looks like rain. Well that's brilliant!

Yeah Chris, me too. When STC gains traction, we will do well regardless of anything else in this business.

bump

Good price to buy - despite the vacuous that trot out the same crap.

bump

I looked at your pics. LFT cassette components, received on the 5th.

Cassette Tops - components - elements for assembly. Uppermost bits of fine, high precision manufactured plastic, for the production of LFT's. Not actual completed LFT's.

to dip the toe in.

Dingodog1 - First, thanks for a great thread.

This is a thorny subject potentially, diplomacy required. Pilgrim, Des, Monkey, have made many excellent points already and as I pondered your broad question 'what risks?' I can't think of too many - 'at this price', and therein lies the caveat.

Risks are relative, we all recognise this, as is value. At this price, the relative risk (the potential downside) seems low, and more so with the prospect of good revenues beginning to flow (STC, Labskin).

I did some analysis again, playing with numbers, this time with the USA in mind - things quickly got out of hand, I thought "I can't post that". The potential numbers are frightening. I used a target demographic between 19-64, it's around 200M M+F. I pared back and pared back and still ended with crazy figures:
(Actual US capacity 20,000*85= $20.4M Dollars - but can scale with partnered lab capacity (roughly 6) 120,000 tests = $122M

Take up potential of target? 6%/1% fem+male 1.2M+200K = 1.4M Lots of lab space required.
so 1.4M*$85= $119M P/Annum poss?) Madness. Uk China Europe ROW - Data $$$

The exchange between Katie Pilbeam? and Gerard re: wasted product, incorrect product typifies this market. All over the developed world, women and men are spending fortunes on unsuitable product.

With the acquisition of MW the business took on risk, and the headache of turning the business around to become a profitable, sustainable entity. That's a risk - can GB and team do it, I think so, and they are making significant headway. Water monitoring is a high initial capital costs business, traditionally a tough sell, 'Covid' has changed that I feel, considerably, as was highlighted in the Reuters event video and In video posted (by Trillsg: https://app.sli.do/event/fatyk7ol/live/questions) yesterday. The deal with China Resources is, I feel, at this 'price' neutral; there has been no huge surge in MCap bloating value, filling the SP full of mere sentiment. However, as a value driver into the future, it is surely pivotal; it offers the prospect of significantly lower per unit costs, the prospect of substantially lower cost bar to entry to implement such technology, and China sales.

GB himself; he's a character, no doubt, bit of a loose canon, a maverick. He frustrates me often. Retireby40 said of him recently "he bends the truth" and I would concur with that view, his boundless enthusiasm often means he overstates. I have told him (indirectly through feedback) that he should err on the side of precision, curtail those grandiose statements, or temper and bookend with timeframes. Statements of late have demonstrated a new-found caution. Am I saying he's a 'risk', not as such, just an acknowledgement that this kind of highly dynamic, hard worker sometimes gets a little ahead; that said, I like the guy, he has vision, great work ethic.

So for me low risk 'from here'. Big upside potential and, as was mention a couple of times elsewhere, a good place

You're very kind TDK, TY.

I forgot to include the value ad - A1 as teaboy - min wage natch.

Think Cenkos, should resign and hand over to yourself (Mr Rhubarb)and Porkchop; infinitely better value, a new start up 'Ruby-Pork'. Can't knock Porkies work ethic, (up at the crack of dawn, strategising) boundless enthusiasm; I feel lazy by comparison, and the Rhubarb - clarity and precision of considered thought combined with technical nous.

Further - Ruby-Pork-Ice-Rgtb-Tdk-Ob assoc.inc A powerhouse brokerage service - and all for just 6M shares @ thruppence ha'penny! 22p in new money. Value.

No, they are very reasonable, considered points RD, fair enough. I'll be happy if it (LFD sales) allows us to hit cash neutral/somewhat positive. Woo-hoo.