Member Info for Paulcon2021

Frix

- I heard that too :-)))
- Good answers and in the ball park of what I was thinking, the purpose of my questions, I guess, is to move away from this 'Oh my god, the CR JV is huge narrative' (not from you) and take a step back and rationalise a road map ie If the deal was signed in 2021 and the tech etc had evolved with MSYS tech (quite natural) what are the timescales for full blown production, are there pre-orders/interest, is this deal as a direct response to China's new agreed water policy? and except for production/marketing/distributing are China Resources involved with regards to the evolution of the technology are just the large scale manufacturing/distributing element.

I agree that only DVRG/CR should know these answers and all in good time, but think that many LTS's maybe adding to much expectation to this agreement being signed per se. 'The devil and the cause for celebration will be in the detail'

Anyway just my opinion, as we say, interesting times ahead and DVRG and MSYS may both have a very welcomed and pivotal contract/partnership agreed in the near future and just the fact that DVRG are sitting at the big boys table is credit to DVRG and MSYS.

All the best
Paul

Frix

Am not sure if you are aware of the 'Deepverge (DVRG) Share Chat' group on Facebook!, you should check it out, it's really cool!!

Paul

Frix

Morning Re the China Resources Joint Venture and subsequent MOU

The original RNS (28th April 21) stated - 'Deepverge enter into a Joint Venture ("JV") for the manufacture, assembly and sale of environmental monitoring equipment, with a view to future development of smart environmental platforms, equipment/devices and network management software capability'

In essence that statement does not specify any scale of manufacturing - My questions would be- What scale of manufacture has peaked the interest of a huge company like CR to partner with DVRG, has there been development of smart environmental platforms etc over the last 6 months and has the evolution of the deal included, as you say, the potential of CR acquiring the DVRG technology?

Interesting times ahead.

ATBF

Retire

Morning, early Q4 was the original targeted time for completion, as Gidget says he seemed to backtrack a little and suggest closer to year end. He also said 'he would be disappointed if it did not happen in 2021' - Hmmm wouldn't we all!!

ATBR

Oh Hello!

Someone has poked the sleeping bear! :-))

'Modern Water will exhibit at the Hunan International Green Development Expo on Oct. 21-24,2021 Changsha, Hunan Province, see us at booth A124/119 .

Our sales manager Yimin Zhang will give a presentation about how Modern Water can help environmental monitoring in the 3rd Hunan Ecological Environment New Technology Forum during the 2021 City Cluster at the Middle Reaches of the Yangtze River Carbon Peak and Carbon Neutrality Summit'

Courtesy of https://www.linkedin.com/company/modern-water-plc/

Exhibitor details: http://www.cietechina.com/

It's a fine line, GB has tried to keep momentum going by regularly updating social media and RNS's have been consistent and persistent. It could be argued that the RNS's have not matched the hyperbole/expectation but, I guess, thats not, solely, the fault of GB.

As spoken about before, unfortunately, the SP will only improve when there is an RNS confirming a very large contract (£8M+) , a governmental partnership or the CR joint venture is confirmed with details and product interest - (or a buy out!!)

All IMHO
PS - Other than the recent SP performance DVRG are progressing very nicely

'Modern Water will exhibit at the Hunan International Green Development Expo on Oct. 21-24,2021 Changsha, Hunan Province, see us at booth A124/119 .

Our sales manager Yimin Zhang will give a presentation about how Modern Water can help environmental monitoring in the 3rd Hunan Ecological Environment New Technology Forum during the 2021 City Cluster at the Middle Reaches of the Yangtze River Carbon Peak and Carbon Neutrality Summit'

Courtesy of https://www.linkedin.com/company/modern-water-plc/

Exhibitor details: http://www.cietechina.com/

Bumble

Good Afternoon, the anonymity debate is interesting, I would prefer transparency but hey ho!!. As posters on here are anonymous or at least not known to me I tend to respond 'to the contents of the post' not to 'the posters'.

What has been interesting, on here, over the last few months is, that there are a number of posters who will automatically 'jump to a conclusion' and write a response prior to actually considering the content of the post/the relevance of the post/or even if the post is actually correct.

Thats their prerogative obviously but weakens the relevance of the board. All IMHO obviously

All the best with your investment

2Phevs

Interesting that your guideline is 'placing price' - As good as any I guess and makes perfect sense.

Generally mine is Market Value but have lately been moving towards - Current SP (Low) against Historical SP (Higher) especially when the fundamentals remain the same.

On that criteria, DVRG is an absolute steal at 21p - BWTFDIK (I liked it at 30p) - Sometimes I just like the name - Ha! Ha! Ha!

All the best

2phevs

Afternoon, cool buys, all the best going forwards.

Was thinking of those whose took part in the placing at 30p, can't help thinking how frustrated they may be at the current SP performance.

Onwards and upwards!! (Hopefully - Ha Ha)

Retire

I think what is frustrating about the current drop in SP is that 'If' or 'when' news drops, it could result in a 30% rise , the SP reaches 28-29p and still be down on the 32p SP DVRG had for a number of months.

Agree though, 'substantive and positive news, needed, to regain some positive momentum'

ATBR

Volmer

Good Morning, agree and really good post re the reactions and replies to Muggins, the current SP, DVRG potential moving forward and the significant and exciting opportunities.

All the best with your investment

Stu

Morning, agree, its tough to watch at the moment and for the SP to verify Mr Muggins's narrative.

In essence though, nothing has changed and fundamentals remain the same, the future looks very bright and DVRG has some serious staff, serious science, serious technology and a very good chance at making a serious impact in both the Skin and Water and AI sectors.

IMHO and ATBS

Stu

Agree, possibility that CR or similar are keeping an eye on DVRG proceedings and the SP

ATBS

Frix

Afternoon, that was my understanding re 'this allows the stock to be traded on many more platforms and therefore increased exposure to many more potential investors' and also that trading on the NASDAQ was on GB's 'bucket list' and the fact they are/will be targeting the US it makes sense. The China Stock market would also make sense.

For debate?! It could also be a scenario where the company is 'broken' into different parts and each section (MWG/STC/Labskin? trade separately on their specific countries chosen markets.

All scenarios for the future for me - Initially DVRG require some eye catching partnerships or contracts.

IMHO and ATBF

Alice

All the best with your journey on the 'DVRG cruise ship' -

'A safe journey with a competent crew, destination unknown but always interesting and entertaining. Ha Ha

Shark

Morning, there are some legitimate questions, not sure I have answers but some pointers.

- A year ago there was a 'covid share' tag attached to DVRG, which has since been erased, I feel some investors bought in looking at quick returns and have lost patience.
- The 2021 revenue target of £10m is circa x 2 of 2020 which is an impressive rise but not for the impatient who wanted quicker returns hence the 'Rainbow Chaser' comment
- There are some historical share issues - Warrants/Helium/Share Options which have taken a toll on the SP

There have been some target dates that have been missed, however, those projects have not been shelved but are going through the testing and regulation processes as DVRG are dealing with international governments and partners that have specific and unique guidelines and regulations

- Going forward there are a number of (potential) revenue streams:

- Water Monitoring - https://www.modernwater.com/monitoring/
- Skin Testing - https://www.skintrustclub.com/
- Microtox BT Breathalyser - https://www.deepverge.com/microtox-bt-evaluation-of-sars-cov-2-from-breath-test-with-clinical-samples/
- Labskin - https://www.labskin.co.uk/

DVRG have a growing and impressive work force that are driven and enthusiastic and some game changing technology. The science is outstanding.

With regards the future, I would suggest that the increase in staff numbers and JV with China Resources ( https://irpages2.equitystory.com/websites/rns_news/English/1100/news-tool---rns---eqs-group.html?iframe=true&article=31806374&company=Deepverge&iframe=true ) and the recently confirmed Media.monks partnership suggest that DVRG are moving from R&D/Merger towards commercialisation.

The current Market Value of £45m is fair, based on 2020 (£6m) revenues and currently being a loss making company, however, an £80m Market Value would not be out of place due to Intellectual Property/AI/Data/Historical knowledge and expertise and Technology.

Should new investors buy in? - As an investment, DVRG are worth taking a look at at circa 21p.

All IMHO and All the best

-

Frix

Good morning, smart, logical and balanced post (IMHO)

ATBF

Chris

Good Morning

There has been a lot of media/investor engagement this week, what's your take on the engagement and the content?

All the best with your investment