Member Info for GlenFidrich

So, as someone highlighted recently, it would perhaps staunch the flow somewhat if our esteemed Board of Directors dipped their hands into their pockets and bought some shares. This got me thinking about how much Mark Warne is down already on his prior purchases (which is a lot!), and which in turn led me to this:
https://www.lse.co.uk/rns/DMTR/placing-and-subscription-to-raise-16321-million-h9qi4dd98p2ww2k.html
In my opinion, this RNS from July last year is worth another read, not least for the sections entitled 'About DeepMatter Group plc' (a great summary and compelling rationale for anyone contemplating an investment into DMTR at these current historic lows) and 'Current Trading, COVID-19 Update and Prospects' (which might go some way to explaining the SP performance of late). In this last section, we find this: "In the Directors' opinion the change to working practices within laboratories caused by social distancing is highlighting the need to share scientific data both remotely and within the lab, accelerating the digitisation of the laboratory and underlining the value proposition of the DigitalGlassware™ platform. While the uncertainty caused by COVID-19 will likely have an impact on the length of contract discussions in the short-term, the Group has a growing pipeline of sales opportunities and has seen increased interest in its DigitalGlassware™ platform and other products." It would seem to me that, as more and more companies see the economic benefits of working remotely, the technologies that DMTR is showcasing will increasingly become mainstream and in demand. But, it's a slow burner! It's not an 'in it for the short term' type of investment. Patience will be rewarded, and we need to accept that COVID-19 has created some headwinds, at least in the short term. AIMHO and GLA.

Kind of getting fatigued by these daily attacks on the SP. 9m shares traded (not even 0.3% of total shares in issue) and we're down 6.42%? Says it all really. Just urge people not to surrender in this war of attrition. All best.

Indeed, it might steady the ship somewhat, unless they're in 'closed period' discussions, and he's unable to do so? But, in principle, I totally agree with you.

Foxtrot uniform.

Trumpton, I take your point, but your math is suspect. 922m shares in issue. MW holds nearly 4m shares, correct? So that's roughly 0.4% of the company (not, as you state, 0.004%). Anyway, I like Mark. If he said what you claim about not caring regards the SP, I think that was ill-judged. But I like his enthusiasm and dynamism (being a bit of an old fossil myself, I admire the energy!). I just think DMTR are in an area that the market has difficulty understanding, and therefore quantifying. It reminds me a bit of cryptocurrencies. Old Luddites like me don't get it, but for young people it's all the rage. They are the future after all, and, just perhaps, DMTR is at the vanguard of something special and unique, also. The SP performance has clearly been a horror show of late, but I for one still back the CEO to deliver the kind of growth that will see the SP rise significantly. AIMHO. GLA.

So, my buy at 1p is showing as a sell. Not sure if that's good news for LTHs, but reiterates the fact that this website seems to be incapable of reporting trades accurately. The ratio of buys to sells, in other words, may well be skewed. Just fyi. GLA.

Sorely tempted, but.... Down 17% on Google, on not much volume. Feels like a bargain, but am I missing something?

Agreed, London. Something rotten in the state of Denmark. Buyer beware.

New here, so a little hesitant to express an opinion. But (humor me):
(1) The SP movement in the short term matters little, especially if observing volume traded vs shares in issue. I don't see any stampede for the exit, for example. If anything, I see MMs trying to entice buyers into the market, or, alternatively, I see MMs short of stock and therefore dropping the bid to spook weak hands into selling. Either way, there's no need to panic.
(2) As with all stocks, but particularly in the biotech sector, you have to question whether you're a trader or an investor. This really impacts timeframes - your window of investment. As I think I read Brewsky say before, everyone's a trader these days - in it for the quick buck. My experience tells me that, if that's the case, biotech stocks are probably not for you. You need to be able to see the bigger (and longer) picture!
(3) A paucity of news is 'de rigueur' for biotech stocks in my experience, and COVID-19 has, sadly, exacerbated this (due to obvious 3rd party issues/testing protocol delays/etc.). We need news, no doubt, but we need to forgive timelines being pushed back, since such problems are essentially beyond HEMO's control.
In short, I'm totally comfortable with my investment, and would probably see any significant downward pressure on the SP as a major buying opportunity. Just my opinion, fwiw. GLA.

Borrowed from another board, thanks to Chris0123 for sharing:
https://seekingalpha.com/article/4473584-ibb-and-xbi-four-reasons-to-buy-biotech-stocks-ahead-of-2022
This part, in particular, caught my eye: 'M&A activity [in 2022] is likely to accelerate. On the one hand, biotechs (especially small-caps) are trading at ridiculous valuations. On the other hand, the mega-cap pharma stocks are "swimming in cash". Add to that the easiest financial conditions ever, allowing these high-rated companies to borrow at record-low rates, and you get a perfect setup for M&A activity.' GLA.

With a dollop of excrement on top. Fast approaching top up territory methinks...

Cheers Trek! All my punts recently have been on AIM shares, so I had forgotten about the dreaded stamp duty! Some chunky buys today, nevertheless. I think most of the "unknowns" (like mine), especially those at 1.725p, were buys. Strong support at these levels, it seems. All best everyone! Onwards and upwards.

Ditto, Trek, my buy @15:01 showing as "unknown". The other thing was I had to pay stamp duty (40-odd quid) - anyone know why? Here for the long haul, but definitely feels like a good entry price anyway. GLA.

Never heard this word. Is it a combination of voluminous and sumptuous? In which case, I'm adding it to my dictionary. Thanks, Ahfam, and 'Happy Birthday' by the way!

Divorce the wife, as she's clearly not scratching you in the right place?

It's easy to mock people like Riddler, when he sticks his neck out and provides a rationale for investing, based on sound research and a real passion for the company and the science. It's much harder to be a creator, an innovator, a person who shares knowledge freely, only to be shot down by the ignorant and lazy. I'm not an apologist for anyone, but Riddler has always given me a reason to invest. Could someone/anyone tell me why I shouldn't be invested here, without resorting to insults? Genuine question. My own feeling is that DMTR (and PYC) are in a realm that the market (a) doesn't understand, and (b) doesn't know how to quantify. Both companies have impressive CEOs who are young, dynamic, and who understand the cutting edge science. We just need to be patient and wait for the market to catch up! But maybe I'm completely barking, in which case could someone set me straight? Please? To me, this is a screaming buy at these levels, but as always dyor.

"For clarity, what is being said is that not all of the trades that have been made have not been reported." Does that, then, mean all of the trades have been reported? I'm confused! And what with all the talk of "hole things" smelling fishy, I think I'm going back to bed.... Zzzzz!

https://www.youtube.com/watch?v=7VnzynnSczA
Whatever anyone thinks about him, he's been calling the market accurately for some time, a bit like someone else I know....

Pearls, do you work for Peel Hunt by any chance?

Thoth calls it correctly, yet again!