Member Info for LTbeliever

NU,
To be honest, I switch off from most of the threads on the DVRG board as it's mostly childish BS, or malicious posting, with a lot of personal name calling.
It's a pity because GJB is wasting his time reading that nonsense despite him showing that he is willing to engage with serious Shareholders. So, it's all detrimental to the rest of us.
I just hope he can join this Board too soon.
I am not worried about MSYS, it will deliver in the next few weeks, maybe not soon enough for some holders but we just need to be patient, there are many things going on and some will bear fruit.

NU,
You are welcome over at MSYS board, despite your perennial pessimism :)
BTW, re the SP going under the Nominal price (the gorilla in the room, as you expressed it), someone asked GJB over on Twitter and he replied that the SP being over or under the Nominal has no effect on trading on AIM.
Do you have something to corroborate the gorilla? Pls reply on the MSYS board, if you can/want.

NU,
It's good it's not you bkz you don't have insider info :))
Hopefully, whoever bought, has!

Depends on the price offered, if in cash or shares etc.

NU, are you the 9mln shares' buyer??? :)))))

https://www.telegraph.co.uk/news/2022/02/02/water-bills-could-rise-price-keeping-britains-rivers-clean/

..."the Environment Agency will monitor 100 per cent of storm overflows by next year. We will be publishing a statutory plan by September to tackle storm overflows..."
How to monitor 100% of overflows, if not with Mtox PD water mon. equipment?

https://www.telegraph.co.uk/news/2022/02/02/water-bills-could-rise-price-keeping-britains-rivers-clean/

..."the Environment Agency will monitor 100 per cent of storm overflows by next year. We will be publishing a statutory plan by September to tackle storm overflows..."
How to monitor 100% of overflows, if not with Mtox PD water mon. equipment??

If Helium dumps 30mln shares per week, it means they will be gone by April-May...by then, we should definitely have some good RNSs out.IMO

Not sure about Mrs GJB but Mr. GJB has share options for 4-5% of the Co, already vested and can be exercised in 3 years if I remember well.

308,
You are preaching to the converted :)
We know the tech's worth but the tech must produce some revenues for the Mkt to rerate the stock.
I don't think the rerating will come "very very shortly" but, quite possibly around the summer once we get 3-4 good RNSs (which we have been waiting for weeks) on China, Bioprocessing and Mtox PD deals. IMO
GLA

Yes, but if a takeover is to take place it'd probably happen b4 summer time when:
1. Glenn is still here but winding down his presence, so in his interest to sell his MSYS shares at a slightly higher SP (premium offered by DVRG)
2. SP will probably be lower now than in 6 months time (due to eg mass production of Mtox PD in April, Water monitoring PD trials concluding by then, maybe even China deals' conclusion etc).

DVRG has a mkt cap of 45m, MSYS at 0.20 (i.e. a 50% premium on today's SP) would have a mkt cap of 12 mln. This would imply - for an all share deal - a dilution ot DVRG's SP of 20-30% (depending on the mkt's reaction etc).
Currently, and with Glenn soon out of the way, GJB will in effect be in full control of MSYS; therefore, why bother to waste time, money and risk Shareholders' wrath, to "acquire" MSYS?
No logic, no need, no money, too much trouble IMO.

https://www.defense.gov/News/Contracts/Contract/Article/2883372/
From the US Defence Dept., awarded on 23 December. Should we get an RNS soon?
2nd para:
"The Boeing Co., Mesa, Arizona, was awarded a $239,590,243 cost-plus-fixed-fee contract for the Apache Improved Turbine Engine Integration Phase II. Bids were solicited via the internet with one received. Work will be performed in Mesa, Arizona, with an estimated completion date of Dec. 31, 2026. Fiscal 2021 and 2022 research, development, test and evaluation, Army funds in the amount of $18,000,000 were obligated at the time of the award. "

So, we should all be selling DVRG and buying MSYS :)

Glenn has share options for maybe 3-4% of MSYS, if a takeover was being discussed I think it'd make more sense for him to stick around and try to maximise the price for himself and other s/hs. IMO
In any case, we are speculating. We will see what happens by summer time when Glenn goes.

NU,
Of course there is a good rationale due to the many synergies.
I'm just saying whether now it's good time to divert mgt attention and also whether DVRG S/hs want to be diluted further and whether MSYS s/hs want this tie up.

Bid at 11.28, 10% drop, but could be that the MM is being preemptively prudent.
Can't see a DVRG buyout; does not have spare cash and an all share deal would require a higher premium and thus be more dilutive to those institutions that bought at 30p.

He is staying until the next AGM i.e. around June, hopefully by then the recovery in Revenue /deals etc will be evident.

We will know soon, whether the MM adjusts the Bid-Ask up or down.
The only positive scenario I would see, is if Glenn was kicked out because GJB and the Board (plus the Big Shareholders) have bigger plans for MSYS that Glenn did not fit into.
Or, Glenn really had enough and is leaving without a proper succession plan. Which is negative!

Indeed, very poor timing...what does "non-competitive" mean? Oxfam???
His share options vested in July, so for him it's good timing actually!
GJB cannot run MSYS on a day2day basis, so we need to see if there is a No 2 somewhere.

NU,
There's your chance to buy cheap!