Member Info for LTbeliever

Just a hunch, but based on the below it's quite possible that more news/sales/numbers will be released by the AGM date in 2 weeks.
DYOR, GLA

So, already pending orders of 600k from DVRG (on their H1 sales), thus perhaps another 500k-1mln to come in H2; plus services' income (started in April), not unrealistic to expect 1.5-2mln in H2;
@60% margin = 1.2-1.5 mln Cash for FY Vs Cash outflow of appx 2mln - leaving 3mln cash at Y/E22 and Profit+ cash breakeven in 2023!
"Strong H2 2022 order book for services continues to grow. The provision of these services only commenced in April and include R&D Engineering Consultancy, Analytical and AI Software Service Programmes designed for the medical device, environmental, aerospace and food industries.
"Microsaic's new high-tech services division has quickly generated revenues and has helped transition the Company from product sales to customer-centric service solutions in Human and Environmental Health so far. We are exploring opportunities and already identified multiple sources of revenues including strategic partners and OEM agreements"

Chesh,
I must apologise my friend - I said yesterday that "big things are coming in July"
I was wrong about the start..by one day!! :))))))

orders for current year. So, about 6mln for H1, quite realistic to say 13-14 mln for Full Year?
And this is just one part of DVRG business.
Sipps mentioned "stock distributors" as a negative - I think it's a positive because they know your product and they will push it through their own sales networks (so, lower expenses for DVRG and repeat sales if things go well).
GLA

700k Revenue in H1 as per the RNS now, but I think this excludes the 600k order by DVRG as below:

https://www.lse.co.uk/rns/DVRG/modern-water-q2-orders-exceed-1633m-rpt-4y0iqj0akth3990.html

You got me there Chesh, I'm not a hoverer.
I'll leave that to hoverers.
"Hover" to you, over :)))

Chesh,
That may count for a non-AIM stock, with deep liquidity.
In DVRG's case, only the MM makes the market - so if he sells to you, he makes a profit on stock he holds in stock
If he buys from you, he again tries to make a profit.
So, I think what you say does not apply for us PIs here.
Unless you are the MM yourself??????? :))))))

why be cross Chesh?

I'm still buying, big things will happen in July :)))

Wow, I'd have expected for the SP to drop after this trade!

Rock,
It was 40k Pounds, not 40mln shares; had someone bought 400k Pounds' worth of shares, it'd have rocketed :)
By balls, I meant actually that this guy had insider info (and deep pockets) haha
As for Align, of course they have a vested interest but at least they are not deramping so as to buy more at a lower price.
GLA, a few more weeks patience.

16.29, released at 17.30

Although from May 2021, I suggest reading p31-33.
10p is the target upon a favourable financing arrangement in August, valuation rising gradually as the mine project approaches completion, to over USD 2 billion.

Let's hope for a good H1 trading update on Thursday.

1mln for H1, GM 60% and cash burn of 500k (leaving cash of 3 mln Vs a mkt cap of 5 mln) would be a good omen for the full year.

TD3, do u have the link pls?

Shore Capital has published a new research note on Kore Potash PLC, does anyone have access?
Or, to the Align one?
The main risk is now gone i.e. that the EPC might not be forthcoming due to the market mayhem...But potash is a great hedge against all the negative stuff percolating around the world now and in the next few years due to the super inelasticity of food demand.

So "my logical self" wins!! :)))
Another 6-8 weeks' delay for the EPC (so about a 3-month delay in total) but the numbers are good and the RNS implies that the EPC is a given, come August, and the financing soon after.
Capital cost down, construction time down and the range of NPVs - depending on the potash price (which is very conservative at $360 pt) - quite phenomenal.
GLA, a few more weeks' to wait.

SP still dropping despite the news, the anticipated news and the Market rising!

I don't disagree about the long term (5 years from now), I have said in earlier posts that with a free cash flow of 500 mln p.a. (once the mine is up and running) the Mkt cap of the company will be between 3-5 BLN USD (based on comparables with Nutrient and Potash Inc).
3-4x refers to the next RNS or two, after (if) financing is locked.

Last year, H1 trading update on 6th July.

So, perhaps a positive update on 30 June?

Someone (seems like to be 1 buyer, in 3 lots) spending 40k on a microstock...takes ba--s, at the least!

Not sure about a 10 bagger now, but if good news then maybe 3-4x rise?