Member Info for Retireby40

Davde, surely we will be the first with real-time water monitoring and if that’s the case we’ll have first mover advantage and I imagine may need OEMs to corner the market and fulfil demand. Best to dominate early so if we lose some margin so be it we can dominate the space and also do very well from recurring revs on reagents and AI.

I can sell 50,000 shares at 37.177p. Wow. Someone is accumulating. I’m not selling any, just a dummy.

Cantors and Peel on the Bid which is positive as these two lead this book.

I imagine another tier 1 major will sign up in H1 and the rest will follow due to FOMO. The potential here is staggering and it’s great the money will be used to accelerate growth but also develop the platform, we already have scene finder but a live option will be massive.

A reminder from Yellowstone -

In reference to the Tier1 US streamer that was signed this is what I heard. In terms on monetary value of the contract already signed Stephan indicated they generated advertising revenues of $7bn and that the Mirriad target was 0.2-0.3 percent in the first year and then double this by the second or third year. This would translate into revenues of $14m at the lower end of that target. The first campaign in December has already been sold and is from a large cereal manufacturer.

I've written up my notes from the webinar and they are avaialable here

https://www.yellowstoneadvisory.com/post/a-mirriad-of-growing-revenue-opportunities

A recording of the webinar is available here

https://youtu.be/C4DcrAgGazI

https://twitter.com/erictopol/status/1353698621988904965?s=21

Just published @nature
Understanding why some people develop severe covid while others have mild disease with extensive single-cell RNA-seq of immune cell response
nature.com/articles/s4158…
Mild: good interferon (IFN) response
Severe: block IFN, "overzealous" antibody response

The bid is edging up. Look at the recent sell prices.

Yep they seem to be accumulating for a client/s and one would imagine they’re not piddly retail investors looking for a quick 10%.

Cantors gobbling shares all morning.

From 1 vs 5 it’s now 2 vs 3 so looking even better.

Good thinking. The IOC clearly desperate for it to go ahead and assuming testing is successful DVRG would seem to have the ideal solutions, both above and below ground.

No way the products under test have been priced in like the £10m base guidance doesn’t include them. If they’re a goer we’ll be beyond £1 in no time at all.

Modern Water was honoured this week to be the recipient of an award from our partners at Guangzhou Boang Water and the end user Foshan Environmental Monitoring Station.
Congratulations to all involved!
#ModernWater #Deepverge #watermonitoring

https://twitter.com/deepverge/status/1352222134051995651?s=21

No worries.

Hi bemacolli1, someone can put a large buy or sell order in at a price which can be worked which means they’re not dumping onto the market without a buyer that would smash the price but the broker has lined up a buyer/s so when sorted the trade appears in real-time but really had been in the system for a while and worked.

Worked order and a buyer too them or share price would’ve plummeted.

https://twitter.com/mylesmcnulty/status/1351488667341250561?s=21

If @avacta #AVCT sorts itself out and gets its BAMS assay CE Marked (and FDA approved?) - and if the assay can run on the mini mass specs of @Microsaic #MSYS - then they could be onto a genuine challenger to RT-PCR for #COVID19.

Antigen-based - so 5-10 mins, as opposed to 45-180 mins for PCR; and won't use amplification (as PCR does), thus no 'overly-accurate' true negatives.

#MSYS' miniature mass spectrometers are an equivalent size to desktop PCRs. Maybe 2-3x more expensive, but the MUCH faster throughput and greater accuracy could make the tech the gold-standard for #COVID19 testing.

#AVCT has already suggested that it will be; what #MSYS could bring to the table is much more practical - and widespread - infrastructure.

Just the small matter of @avacta getting that clinical validation sorted...!

GB’s reply -
This was exactly what I had in mind for @Microsaic long before their business model ran into #COVID19 instead of seeing MS as a solution to that very problem using Bead-Assisted Mass Spectrometry with @avacta @AptamerGroup in the #ecowaterOS consortium.

Above and below ground. There is as much long term value in sewage for installed, retrofitted and portable miniaturised MS devices from @Microsaic + @DeepVerge #MicrotoxPD

https://twitter.com/mylesmcnulty/status/1351488667341250561?s=21

If @avacta #AVCT sorts itself out and gets its BAMS assay CE Marked (and FDA approved?) - and if the assay can run on the mini mass specs of @Microsaic #MSYS - then they could be onto a genuine challenger to RT-PCR for #COVID19.

Antigen-based - so 5-10 mins, as opposed to 45-180 mins for PCR; and won't use amplification (as PCR does), thus no 'overly-accurate' true negatives.

#MSYS' miniature mass spectrometers are an equivalent size to desktop PCRs. Maybe 2-3x more expensive, but the MUCH faster throughput and greater accuracy could make the tech the gold-standard for #COVID19 testing.

#AVCT has already suggested that it will be; what #MSYS could bring to the table is much more practical - and widespread - infrastructure.

Just the small matter of @avacta getting that clinical validation sorted...!

GB’s reply -
This was exactly what I had in mind for @Microsaic long before their business model ran into #COVID19 instead of seeing MS as a solution to that very problem using Bead-Assisted Mass Spectrometry with @avacta @AptamerGroup in the #ecowaterOS consortium.

Above and below ground. There is as much long term value in sewage for installed, retrofitted and portable miniaturised MS devices from @Microsaic + @DeepVerge #MicrotoxPD

Dividends if we’re around that long! I expect all money to be reinvested back into the business for a couple more years at least. Fund massive growth and dominate our spaces before a much larger takeover.

I think you’ll find the shareholders will!

Good point unc. Although I’d like a small % rise each day I’m not too concerned with the day to day share price. That’s for traders. I’m not slicing for at least a year and am very comfortable with the direction of travel and who’s steering the ship.