Member Info for LTbeliever

Yes, it will be big, NU, especially for those with a first-mover advantage, IMO; and MSYS has a 8-9% share of this, as per its related RNS:
https://www.lse.co.uk/rns/MSYS/supply-of-mass-spectroscopy-services-to-deepverge-y6nv5vt887urbl4.html
and if successful, a lot more contracts will follow, with very little additional marketing effort (thus, higher margins).
This is why I said that 2023 will be the year that MSYS puts the past behind it, with a big re-rating.
Demand for quality scientific and engineering services will keep increasing.

1. GJB was firing all kinds of stuff - mostly irrelevant -on Twitter, now he is gone;
2. Current BoD may be following a different approach, i.e. announce facts - ignore rumours (especially malicious ones);
3. Should the new BoD waste time in dispelling every rumour/consp. theory on the internet? Maybe made by people who do not have the Co's interests at heart? Or, better to focus on making money?
4. Co raised cash recently, plus announced that 2mln will be saved annually through downsizing/streamlining etc; does anyone think that such actions preclude firing some people? Especially, given the rapid growth in staff, expenses and overtrading? Isn't this why GJB that got sacked for i.e. losing control of expenditure? So why are people now complaining for cost savings?
5. Co is aware that, and big contracts won there recently, North America is a huge and vital market; why shut down its USA operations (streamlining yes, is possible);
Let's consider who has an interest in spreading various rumours and why the BoD may not even - reasonably - bother to dispel such rumours.
The main risk I see - IMO - is successfully collecting the 7mln+ of Trade Receivables it had on its books as per last update. that's the priority for the BoD.
DYOR - GL to genuine holders.

These are from last year ; RNS about eng. services to Labskin AND the TP Research Note (read section about Labskin).
Thus far, most of the orders from DVRG relate to sale of PD units to Modern Water, whereas in 2023 there could be a lot of potential from Labskin, especially if new products/services to its blue chip clientele can be marketed. IMO

https://www.lse.co.uk/rns/MSYS/manufacturing-services-framework-agreement-tu8ssh0ugmvrldy.html
"Microsaic signs new manufacturing services framework -initial contract worth £400k with Innovenn UK Limited,
now supplying services for Multi-Sensor Upgrades of Environmental and Human Health Diagnostic Equipment"

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/fdc63870-b220-9243-ef37-6ace110ee2ea/DeepVergeplc_Research_Update_27October2022__FINAL_BG.02.pdf

Last year, the Y/E results were released on May 30th so by then (I hope earlier) we will know abut the outlook for 2023 (and cash burn/losses for 2022). DYOR
GLA

BBearish,
GJB also owns just over 2% of MSYS - bought 50mln shares at the Fund raise, plus got 2x 50mln shares in Feb 21 & Feb 22 in lieu of his Directors fees of 50k p.a. (in 2023, his fees will go up and be paid in cash).
So, in 3 years' time, he will be the owner of 5.5.% of MSYS (on a diluted basis); hence, he will not retire soon and he will not risk making the same mistakes he did over at DVRG.
N Burton also owning now almost 5% is an encouraging sign because it means both our Top Directors are aligned with the rest of the shareholders. IMO

Thanks!
Although it happened before, if not mistaken, for the SP to rise in Australia or SA with no reflection on the LSE, right?

do you have a link?
Traded volumes? unusual?

Plucking! (sic)

Sol,
I don't think GJB will retire from MSYS; he has 250mln share options (XP at 0.10), expiring in 3 years;
So, just plugging a number out of thin air, if the SP is 0.50 then (mkt cap of 32 mln, Net Profit of 2mln - conservatively), it means his options, upon exercise, will be worth 1.28 mln (4% of 32mln) and it will cost him just 250.000 to exercise - so a net gain of appx 1 mln Pounds.

Well, we must have news on Q1 Operations Update in early April so obviously the Co must comment on Kola and DX maybe;
We know news are well overdue, that the Co is undervalued etc but people will assume the worst until proof to the contrary.
Co is burning about 1 mln per Half year so we are not at the point where cash is needed; only when mine construction begins, cash needs will increase; but if this happens (EPC etc), the SP will be much higher.

NU,
I think Helium have to release one final TR1 when they breach the 3% limit (on way down) - so I assume they are still at just over 3%.

where i base my numbers:
500k Rev in H2 2021
735k Rev in H1 2022, so about a 40% rise;
new service model from April 2022 so only half of H1 benefited from change; meaning, we should expect a higher Rev total in H2 (GJB talked about the highest ever order book going into H2 2022);
we also have Kingfield from Sept 2022, some revenues may flow in H2 22;
DVRG had some orders in H2 so some revenues from there.
Therefore, I estimate that 1 mln Revenues in H2 22 will be conservative. IMO

NU,
The only thing that may still potentially keep it down is the Helium holding overhang but it's being reduced in absolute pounds (3% of 2.5 mln is 75.000).
As soon as news are released IMO, the SP will start moving up - we should have Y/E 2022 results by end of May the latest, maybe sooner. 2022 Revenues should be 1.8-2mln (extrapolating from H1 2022's 40% growth rate etc), and cash burn should be 500k or less; if I am right, Cash at Y/E 2022 will be 2mln and H1 23 will be both profitable and cash generative (we will know this in late summer).
GLA

Lamp,
Only on Lse it shows double so it must be a technical glitch (it's happened before);
ALB, you sound worried - I thought you had inside info.
No news may mean anything at this stage; we know the public reasons for the delay, we don't know what goes on behind the scenes.

The only certainty is that we are approaching the middle of H1 soon (with hiring on hold), and unless the RNS about the EPC is forthcoming then (speculation bit), the RoC Minister may get edgy.
Also, still waiting for the legal review of KP's RoC local operations, expected to complete in January, so maybe an RNS should come in March (my speculation).
End of March is Q1 Update too.

some general points:
I think we are all on the same side;
we are all patiently waiting for real news;
the SP will fly on leaks/high volumes; as it did last March, B4 the RNS was issued on April 1st (then it started falling);
wacker tried to establish if 0.85 was an Offer price and accumulated some shares; no harm in that;
where - I guess - we differ is that some wait in silence for the RNSs, where others just write/guess/ speculate trying to analyse various what if scenarios, however farfetched/irritating these may seem to others.
GL to all patient Holders.

Yes, importantly not followed by sells of similar or higher size (rather unusual), for a change!
Start of a trend, hopefully?

TDBrkr, with all respect,
Wacker has proved that there have been steady buy trades at 0.85 (albeit not enough to move the SP) on no news; accumulating shares at this SP is not pointless speculation IMO, but a sensible move - especially if good news are soon forthcoming.
GLA

soon we will be singing "WAKE ME UP BEFORE YOU GO GO" :))))

Are those the "whispers" you mentioned on Jan 2nd, ALB? :))))

You are right Sol, I forgot about that; also, most of the 700k in H1 22 was generated after April 22, when the new bus. model was put in place. And, importantly, unlike cap equip sales (one off), once you have a client who buys your services then this becomes a repetitive business and generates more cross selling opportunities at little cost and higher margins.