Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Apart from todays game changing news here are 12 further reasons to buy at this gift price
1/. World class ground breaking IP.
2/ Tesla Trio searched many companies worldwide but invested in DGI. Ask yourself why?
3/ Director Christian Eidem has 29% equity in DGI
4/ Many patents around the world including the latest one in China announced recently in an RNS.
5/ Have been working closely with the MOD for many years. It’s only a matter of time before a big order is placed
6/ Have been jointly developing the Pareta technology with Cummins (Formerly Meritor) for many years
7/ Collaboration with BRIST and base which is another fast track route to market
8/ Just purchased a furnace and mill in order to turbocharge materials physics and motor electronics.
9/ Have just announced a joint development agreement with a tier 1 commercial vehicle company that includes funding. Company not announced as yet however this can only be Cummins in the US.
10/ Big progress regarding Pareta e drive system being fitted to marine vessels. Government grants included. Yet another route to market. Check out the resent RNS.
11/ Enhanced Battery Technology
DGI’s hard carbon anode materials have already demonstrated commercially attractive performance characteristics, particularly enabling significant energy densities, in line with the best performing sodium-ion batteries. I believe that this was the main reason that the Tesla trio chose DGI.
12/ WH Ireland Valuation of 0.57 as a starting point.
StayLong.
This game changing RNS undoubtedly shows us that our new board of directors are on a mission to turn this company into a billion pound plus business. Our Tesla trio have a wealth of experience that is second to none and more importantly have world wide connections. This announcement also confirms that the IP that Martin Broughtwood and his team have been developing over the past decade is the real deal and commercially viable.
Surely now investors will realise how undervalued DGI is and will get grab some cheap shares while they still can. Let me remind everyone that WH Ireland’s starting point fair valuation before this game- changing news landed was 0.57p. I stated back in December that the profit takers will be kicking themselves for letting their shares go too cheaply. I personally believe that any price under 0.5 is still a bargain. There will always be ups and downs along the way and there will also periods of stagnation but one thing that is for sure is that the overall direction of the SP will be upwards.
No doubt that this will be just one of many deals that will soon follow as the opportunities for this ground breaking product is limitless. Our 3 amigos will plot the most cost effective routes to market by cherry picking partners that will be assisting with the funding.
This has to be one of the most exciting shares to be involved in. The potential here is huge and after seeing this news today I see it as very low risk investment.
StayLong.
I guess that over the next few weeks we are going to see how good are new bod actually are. Because no doubt they will want the warrants exorcised and the only way this is going to happen is if they can close a game changing deal before then and elevate the SP well above 0.3. I doubt that they have been sitting on their hands for the last month or so, that’s for sure.
StayLong
Prestigious partners, growing market engagement.
A 10-year relationship with the MoD (ca.f13.7m revenues to date) provides strong affirmation of its technology, as does its collaborations with Meritor, a subsidiary of Cummins and the world's largest truck axle manufacturer, and Tier 1 automotive suppliers, Brist and Base.
Retrofit opportunity
Representing a potentially much quicker route to market, DGI's drive technology is well-suited to retrofit applications, where its high power:weight and power:volume make retrofitting far more feasible. With the retrofitting route offering a cost-effective route to electrify existing fleets with substantial sunk capital, there are a number of notable initiatives ongoing, which together make up a sizeable market opportunity - we note the Indian government's commitment to spend $7bn on electric buses over the next 10 years.
A lot of posters seem to be focusing on the sodium battery side of the business however I have always felt that the Pareta© E-drive opportunities in their own right are huge and more importantly ready to go, especially the retrofitting route. However, if we also manage to crack it on the battery side then we will be looking at crazy multiples of the current SP.
Oh and just to remind everyone again WH Ireland’s starting point fair value valuation is 0.57p. That’s well over 3 times the current SP 🤔.
StayLong
For anyone who hasn’t taken the time to look. Here are a few highlights from WH Ireland’s recent report.
Experienced management team.
DG's recent appointments to the Board bring a wealth of experience in the EV market, not only at Tesla, but also at a number of start-ups within the space. We view the recent Board appointments as a key catalyst for the group, providing credentials likely to enhance both commercial development and DGI's ability to fundraise.
Market leader in specialist niche with strong entry barriers
Advanced, innovative expertise makes DGI a market leader in the specialist field of electric drive technology, while the company is also inventor of a novel, environmentally friendly material for sodium-ion batteries. Working prototypes have shown strong performance relative to existing best-in-class electric motors and drives, featuring key advantages. We view these novel products as exceptionally well-aligned to the requirements of the client base, which needs replacements for existing technology that will be aligned to the "Green Transition" (e.g. scrapping diesel and ultimately all ICE vehicles).
Very sizeable markets
DGI's quality technology lays open to it multi-billion £ markets in EVs (heavy vehicles in particular) through its electric drives, and also (sodium-ion) in energy storage as well as (substituting for lithium) in automotive applications. These markets are underpinned by
"Road to Zero" statutes from the UK government, which, in common with European governments, has legislated to switch from fossil fuel to EVs over the next two decades.
We view numerous OEMs in DGI's target markets as being plausible or likely adopters of its technologies. Given the regulatory timetable and the cost benefits, the opportunities to retrofit in the truck, bus and similar markets would appear to be vast.
I would also like to add that I have really stuck my neck out here and have encouraged many of my friends, family and business associates to invest in DGI. I estimate that between us all we have around half a billion shares. I think it’s save to say that these shares will be off the market for quite a while 😊. I personally will not be parting with any of my shares until the price reaches at least 2p however my target price is a lot higher so it will only be a small percentage of my holding.
I regularly update these guys and answer any questions that they might have. The most common question that they ask is why is the company still so undervalued and not anywhere close to WH Ireland’s starting point valuation of 0.57p
My answer is as follows :-
1/ At the present moment there are very few investors that are actually aware of DGI and its huge potential.
2/ Over the past few years investors have been badly burned with small cap companies so once bitten twice shy.
3/ Apart from Christian Eidem, currently this share is mainly occupied by private investors. This will no doubt change before too long because the big institutions and much larger investors will be queuing up to get involved. These guys will all have long term objectives which will tighten up the SP. Having said that, I’m very sure that this will not happen until the SP is a lot higher as Christian Eidem will not want to dilute his own holding unnecessarily. Also the board will need the SP to be nearer 0.4p because they will want the 821 million warrants @ 0.25p that expire on the 13th April to be exorcised as this will bring a further £2m plus into the company.
So in short I believe that there is still window of opportunity for the likes of you and me to get in at the beginning of what is extremely likely to be something very special. It’s not too often that opportunities like this come along.
Just do your research and you will no doubt share my confidence.
StayLong.
I have posted this before, however I think it’s worth reposting for any newbie’s that are considering investing.
Many posters on here know that I have extensively researched this company including spending half a day with Martin Broughtwood and his fellow scientists at the Caerphilly head office. Over the past few years I have accumulated a very large shareholding I first invested 6 months before the rto and since then I have added on many occasions including another top up today . My biggest outlay was in the last private raise in June which incidentally was about 5 months before the Tesla trio came onboard.
I have always been convinced about the ground breaking IP but now we have the best possible team at the helm and now there are no fears of running out of cash I am super confident that this will be a life changing investment for us ALL.
Reasons to buy at this gift price :-
1/. World class ground breaking IP.
2/ Tesla Trio searched many companies worldwide but invested in DGI. Ask yourself why?
3/ Director Christian Eidem has 29% equity in DGI
4/ Many patents around the world including the latest one in China announced recently in an RNS.
5/ Have been working closely with the MOD for many years. It’s only a matter of time before a big order is placed
6/ Have been jointly developing the Pareta technology with Cummins (Formerly Meritor) for many years
7/ Collaboration with BRIST and base which is another fast track route to market
8/ Just purchased a furnace and mill in order to turbocharge materials physics and motor electronics.
9/ Have just announced a joint development agreement with a tier 1 commercial vehicle company that includes funding. Company not announced as yet however this can only be Cummins in the US.
10/ Big progress regarding Pareta e drive system being fitted to marine vessels. Government grants included. Yet another route to market. Check out the resent RNS.
11/ Enhanced Battery Technology
DGI’s hard carbon anode materials have already demonstrated commercially attractive performance characteristics, particularly enabling significant energy densities, in line with the best performing sodium-ion batteries. I believe that this was the main reason that the Tesla trio chose DGI.
12/ WH Ireland Valuation of 0.57 as a starting point.
In every share you will have posters that will have their own agendas. My agenda is simple, it’s to share my research and hopefully encourage LONG TERM investors like myself to invest and hold. The more shareholders that we have that are in it for the long term can only help DGI to fulfil its promise.
I am not privy to any information that isn’t in the public domain however I do know that our talented board are the best of the best. They have a wealth of experience that is second to none, have world wide connections and are very driven to turn DGI into a billion pound business.
StayLong.
Can I suggest you get a broker.
I just called mine (Redmayne Bentley) out of interest and the bids are as follows.l:-
£5m @ 17.65 and behind that another £11m @ 17.56.
Totally the opposite of no quote to sell.
Looks like the MM’s need stock. Maybe they too sense that a game changing RNS is not too far away.
StayLong
I still have to pinch myself every morning as I cannot believe that these high calibre directors are now at the helm of DG Innovate.
Basically they have chosen DGI as their vehicle to build a massive business in the field that they have a wealth of experience. Not just their time but their own money. No doubt that DGI’s IP is something special.
Commenting, Peter Bardenfleth-Hansen, incoming CEO of DG Innovate, said: "The technology the DGI team has developed is exceptional. Jochen, Christian and I have spent a collective 90 years in this industry, and in the last few years have looked at hundreds of different technologies to invest in and commit to across the globe - DGI's technology was the standout. We look forward to working with the DGI team, and alongside investment from leading investors we have the opportunity to leverage DGI's technology and build a scaled business focused on green technology."
StayLong
As most of the posters on here are aware , in August I was privileged enough to be able to spend half a day with Martin Broughtwood and his team at Caerphilly head office.
During that visit, one of the key questions that we asked him was, how far ahead of the competition was he with the Pareta© E-drive. His answer was that the only other company that could possibly be considered was Siemens, however he added that it would take them many years to catch up and even if they did the Pareta© E-drive range would be far superior. Martin is an extremely clever man and this is a serious piece of engineering that is most definitely in a league of its own.
Looking forward to next week. I also have a strong feeling that a game changing RNS is not too far away.
StayLong
Although the video was made in 2021 it will give you a good understanding of how much research and development has happened over the past 12 years to get both the battery and drive train technology up to the key milestone of production. It will also give you an idea of how unique and groundbreaking this technology actually is.
I’ve met Martin Broughtwood and his fellow scientists and I was overwhelmed by how clever he is and loved the fact that his main objective was to make the world a better place. You can understand why these guys have received government backing from both the Welsh and UK governments.
No doubt further and much larger government funding will continue.
So this has two big rewards for investors. We are helping make the world greener whist becoming wealthier along the way.
StayLong
Recently found a stunning video from Deregallera from 2021 ( former company name of DG Innovate).
This is in my opinion, is a clear concise thought provoking presentation that has reminded me why this share is not just for a monetary gain.
A must watch......
https://youtu.be/sAPn-ZBaON0?si=gNHl-qUelHNiljvr
StayLong
Actually thinking about it could you do one for the end of the year. Reason being is that about 12 of us made our own forecasts. Obviously our methods of calculating isn’t as elaborate as yours but our an average forecast was about 1.3p. Would be very interesting to hear yours or do we need to pay for that information?
StayLong
Swazers. This is all very boring for us. How many times to we have to tell you that we are all LONG TERM HOLDERS. Would be more interesting for your amazing system could let us know where the SP will be in 2 years time.
StayLong
Very good post @ Oldslow65.
In the last couple of days I’ve been encouraging a few more of my friends and associates that are not already involved to buy in now. Also have encouraged a few that are already involved to add. Just cannot believe it’s this price.
This Swaz character mentioned that it’s being shorted at the moment and to wake up and smell the coffee.
Although I don’t believe any fund would take that kind of risk I hope that he is right because when the game changing news is announced there will be a massive scramble for shares and we will see a very dramatic rebound.
Ps. I love the dginaires word.
StayLong.
I agree. You can be rest assured that these guys are going at this 24/7. Possible even our first contract is close, that would change things dramatically.
One thing that I know for sure is that they won’t be happy about the SP being at this level.
StayLong