Member Info for Glebewhite

Paul,
I would be very surprised if the figure is less than £20 million, given were August now there is only 5 months of the year left the company will have a very good indication of what is in the pipeline, so I think 20+ is a given.
GB has said a number of times that he would inform the market if the company were to perform significantly different to market expectations, and has said the TP broker note reflects those expectations, he has also made numerous references to triple digit growth, so IMHO nothing to worry about there
EBITDA I don't know, I fully appreciate that to grow the business you need the staff and given the specialist nature of the company these people are not easy to get hold of, as part of any due diligence a prospective customer looking at making substantial orders would pick up on a lack of ability to deliver on time, we know from what GB has told us this has happened with the supply chain and I guess the staffing levels are an extension of this. so the foundations have to be in please and that may well hit the bottom line.
But what an amazing journey this has been the ups and downs the excitement the disappointment, the dreaming of the big win.
Lets all hang on on there keep our feet on the ground and out fingers crossed.

Trillsg,
I have never wanted to we so wrong in my life, I will be dancing in the street should you be anywhere near your predicted figure.
I do see massive value in the company and read your excellent research, and thank you for that.
Good luck to you
G

Trillsg,
If that’s the case why is the share price 15p.
If there was the remotest possibility of anyone paying anywhere near £100 million then the share price would be substantially higher, total fantasy mate you need a reality check, everyone needs to calm down with these stupid numbers again your creating ridiculous expectations.
DVRG are exploring options, that’s what has been said, they need more money to expand quicker, best case a spin off company with a cash injection to aid future expansion, no one is going to hand over £100 million at this stage.

How on earth do you get a figure of £150 million +
Sorry to be bunt but that is ridiculous, can I ask how you arrived at that number, I see a whole host of folk like you post, and this is my point, the more people produce these kinds of unrealistic numbers the more disillusioned and negative some of the holders become its not the fault of GB or the board they are actually reasonably cautious .
There is no way anyone at this early stage is going to pay that, what we may see is a partner pumping is cash for a decent stake.
Now after saying that I do hope I am wrong and will be delighted to eat my hat . good luck to you

Trotsky
100% agree, and this is the problem totally unrealistic expectations, talk of unicorns Billion £ valuations is pie in the sky at present, and all this back of the fag packet calculations spewing out ridiculous numbers just creates a sense of failure, when the fact is the company are doing incredibly well in a very difficult market, a solid performance. The best point you make is that the company are at present a victim of their own success, supply chain and production capacity are more than likely going to be an issue, £24 million or close to that would be awesome

The problem is folk get too excited and expect too much to soon, that creates all kind of negativity out of what should be positives £24 Million or anywhere near that for this year will be an unbelievable performance.
If it was substantially more or less then it would need an RNS them is the rules.

G

Smeeo,
That would be fantastic but the fact is if that were the case the the company would be duty bound to inform the market with an RNS.
We must be realistic about expectations and anywhere near guidance at the year end is a remarkable result

Mornington oz
To give this a little perspective that was a very short lived price hike on the back of some Covid speculators, the price has dropped but the position for long-term holders is not as bad as some may think.
Many purchased sub 1p

Well the orders are starting to drop now, it has always been about landing big contracts.
Great work Moden Water, thank you.

Chesh,
The phrase was
A competitor possibly rendering the product useless. Attributed to GB I believe.
I have seen this statement a couple of time most recently on the ADFM board earlier today.
I have absolutely no idea what it is referring to but any idea ?

Can anyone enlighten me, I have seen a few references to GB saying somthing like that the system could be obsolete.
What was he frefering to and in what context?
Thanks in advance
G

Morning Chesh,
So where is data on this held, where is Rino Cloud in the pyramid? , this is essential to Modern Water and Labskin.
Hope you well and staying cool
G

Given the low market value of DVG, what would a realistic value be for Labksin/skintrust club ?
Why would a potential purchaser not just takeover DVRG, is it likely that someone out there is going to offer many may millions I hope so but don’t see it, I do hope I am wrong,
So let’s have a number that would be acceptable.
My guess a very optimistic £20 million ?

Keeping an eye out for a 2nd RNS before the start of the meeting perhaps ??

Now let’s all keep our feet firmly on the ground, we have been in the position before and is come to nothing so far.
Sounds promising and if it comes off profitable, but how much ? How do you value this ?
also what about the glue that holds all parts of DVRG together Rinocloud that’s where the data is sitting.
Fingers crossed and looking forward to the AGM

It would be good for the folk that have been spewing negative views for months to comment on this amazing deal.
I have to admit there were times when I was loosing faith and in no small part due to their continued bashing.

Well done to all involved
G

Paulton,
The market expectations for revenue are £24 million.
Should the company be 10% + or - of that the the company are required to issue an RNS, so there can be no surprises in store for revenue positive or negative as far a market expectations are concerned .
The company are on track for sales between 20 and 28 million at the stage of the year

Skeletor,
For a few years the sales have always been heavy weighted to the back half of the year, presumably due to budgeting considerations for its customers.
Also worth noteing that there are many service agreements that renew annually, also at this stage if the company were not on track to hit its expected revenue by 10% it would have to release an RNS, clearly the business is now doing OK and should have a positive EBITDA for the year 2022 IMO

Bear666
I must confess to becoming more and more disillusioned, and frustrated at the erratic behavior of GB, there has been and are some very exciting indicators of the potential of the group, during the times of doubt I remind myself of the rule 11.
General disclosure of price sensitive information
11. An AIM company must issue notification without delay of any new developments which
are not public knowledge concerning a change in:
? its financial condition;
? its sphere of activity;
? the performance of its business; or
? its expectation of its performance,
which, if made public, would be likely to lead to a substantial movement in the price

There is a legal requirement on the whole BOD so I guess the fact is everything is on track, there are checks and balances within this business not least the NOMAD who Once listed on the AIM, oversees the company and ensures it follows regulations. NOMADs are thus seen as the regulatory system for the less-stringent AIM market and are tasked with advising companies both pre-IPO and after listing.

Well all I can say is we Must be on track to meet market expectations and the first half orders MUST be between 6 and 7 million that would be 100% growth, and as previously published the company has a much better 2nd half.
It is a little worrying that no mention of the 200 Microtox units per month, it may be that is because the company are meeting market expectations, I do hope so.