Member Info for shandypants2

seems a good addition. Excellent experience and UK based.

Governance has been poor over the last year or so and Joe B being both Chairman and CEO was never acceptable IMHO.
Notice new NED is part of the remuneration committee - last year Joe B's remuneration increased by almost 35%. Not bad during a period when IDP made a loss and the share price performance has been shocking.
Are we all in this together?? No wonder Edale want changes

we know LFT aren't overly accurate so i'm sure a combination is being used.

We know the hospital and care homes are predominantly our PCR ones and i think i've read that in Liverpool when a positive test was identified this was followed up with a PCR one for confirmation purposes.

So Ncyt are definitely in this space - its accuracy can't be ignored

wow £75k purchase late on Friday. Surely a deal must drop ASAP

3rd placing in 2020 alone. Price ok this time, but still some way off monthly breakeven.

https://robsonbrowninternational.com/shop/Rapid-Covid-19-Tests-c62238126

Antibody tests selling at £19.50 each

surely we must be very close. Potentially could be a takeover, hence the delay

of course there is no placing. Company has over £20m in cash, this is growing steadily and recently received £10m from the UK Govt.

yes, encouraging appointment. Has experience in both skincare and haircare which is ideal.

Had to be UK based too as over 80% of revenue is generated here.

I'm sure Mark Ward would have been involved in this appointment too

are we just a mirror of brent oil price now?

The higher the price the more money we make but with KRG still owing us over $90m there seems little point expanding operations until this is paid and we have commitments that future oil deliveries will be paid on time.
As the KRG has also still not paid for oil delivered in c2015/16 there is no point committing to any additional capital expenditure.
Similarly, not sure if there is sufficient money to restart dividends.
So without dividend and the potential daily production increase then is GKP's shareprice just linked to brent oil.

I've ruled out a takeover as if it was going to happen surely it would have happened by now

https://www.proactiveinvestors.co.uk/companies/news/213817/salt-lake-potash-pushing-ahead-with-development-stage-at-lake-way-213817.html

yes, on schedule - latest Proactive write up

Superdrug's offering

https://www.superdrug.com/Skin/Fake-Tan-%26-Bronzing/Instant-Fake-Tan/Skinny-Tan-Choc-%27Get-Party-Ready%27-Gift-Set/p/800644

Boots has a ST gift set
https://www.boots.com/skinny-tan-wondertanned-gift-set-10289324

and for the guys the Charles and Lee gift sets are excellent value

https://www.charlesandlee.co.uk/collections/gift-packs

use loveit30 to get 30% off first order too

Hopefully some progress news at AGM - if Joe can awaken from his slumber!

ODX up 20% today though - massive over reaction to vaccine IMHO

Thanks for clarifying again GB. However, as DVRG is the combining of 2 loss making companies the question of cash will always be there.
Only last October you stated that SKIN's cash position was fine yet a few weeks later you did a £1.3m raise. In the December raised you quoted the cash position from 30/9 of c£477k which was clearly out of date by the December raise.
The share price tanked from c1.8p to 1.2p within days.

Investor remember this, hence some remain concerned. Clearly any abusive message are out of order.

Incidentally, i believe the reason for the December raise was as some of the large companies we were partnering with wanted reassurances that the SKIN balance sheet was healthy. Surely, if the water and/or breath test take off the same reassurances will be required above and beyond the current 12 month view

muggin - your statement is completely disingenuous.

If GB took shares instead of a salary this should be applauded and not implied that he is fleecing the company or shareholders. This was recorded upfront so it is something people were not aware of

thank you for the update GB, much appreciated.

Unfortunately as the working capital position is in DeepVerge's opinion such comments will never go away, but your update is very reassuring. Thank you

13th the PE ratio is based on profit not revenue. Both companies are loss making.

For high growth companies you can estimate a price as a multiple of revenue. GB has forecast £4m revenue for year so based on a multiple of 10 that would be £40m. A multiple of 20 would be £80m.
If you think the covid detection will work this is v.cheap. If not it may appear over priced.

yes, i liked that so more flu studies to come.
24 bed facility now booked out until end of 2021 great news and did he say that govt contract will be at a different site too?
Now UK govt has endorsed OO for CS more will surely follow and it appears CF has got around the capacity issue by using Nightingale hospitals and/or doing an out sourcing agreement.
With 3 potentials big one -off sells - malaria, flu and data in the pipeline too it's all looking good.

agree whilst BTC price moving up is clearly a positive October numbers generate a gross profit of c£480k.

From that we need to deduct machine depreciation and admin/wages. These were £2.9m and £0.9m in H1 so c £630k a month.
H1 made a small profit for ARB but based on above i don't think ARB has generated a net profit in any of the 4 months mined in H2.
Holding more BTC is another positive but until ARB can evidence they can mine BTC at a profit i can't see this re-rating.
2nd RNS today is a step in the right direction though

yes definitely more perky the last few days. Hopefully positive news soon - potential milestone payment is due 1st Dec i think