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Collaborations often have benefits other than a direct revenue stream. Shared staffing, R+D, premises costs etc that manifests themselves in financial reports rather than being trumpeted in an RNS. Economies of scale, in a collaboration are often difficult to quantify in the early stages, and thus are difficult to announce as an actual figure. Pure speculation on my part but a distinct possibility.
Seems to be the norm on AIM, sell on news regardless of the results. The commercialisation of the microfibre filters in domestic washers could be a huge market for Xeros. I remember the work done by Dr. Imogen Napper at Plymouth University highlighting that the Xeros filtration system was the best tested! The licencing model will take time to bed in but the recurring revenue streams is very appealing. Break even in 2023 may have put a few off but there is a lot to be enthused about. A steady buy and hold for me!
Decent and no shocks to the system which is good. Lets see what the presentation goes like.
Gerrard, today, seemed agitated and frustrated during the presentation and was not as concise as he usually is. Not sure why this was the case because there was nothing to worry the serious investor in both the interims and the presentation. My best guess is Gerrard is tired of fielding questions about the share price, prompting the 'this is not for rainbow chasers' comment. Yep, the share price has dropped, not what any of us want to see but scrutinise the RNS's, listen to the presentations, look at the networking that is going on and a huge picture starts to emerge. Still positive, still upbeat just need Gerrard back with that glint in his eye!!
I agree Thinkin, we all want ODX to deliver (well most of us anyway). I don't want another sugar coated pill though, just look at the damage the thoughtless twittering did. Communication, at best, has been poor, and many investors, myself included have been critical of this, but I am talking about this RNS, not what has gone before. Dare I say it, written by a dour Scot, (my Father was Scottish before I get accused of stereotyping the 'dour' Scot). ODX will deliver.
A very pragmatic RNS, no 'whistles and bows', no 'rabbit out of a hat' a very blunt statement of where ODX is and where it hopes to be. I much prefer this approach, telling it how it is rather than feeding expectation. It's not exciting but it keeps your feet on the ground and makes you focus on what is happening. Keep reading the RNS - a lot of good stuff in there but presented in a rather bland, but I prefer, pragmatic tone.
https://www.share-talk.co.uk/announcements/rns/tissue-regenix-group/director-pdmr-shareholding/202109091635053228L
Nice to see David with a bit more skin in the game!
A very confident, competent presentation and highlighted the step change from R+D to commercialisation. I am sure we will hear a lot more about the 4 S's but it does appear that Tissue Regenix has a very clear path to profitability. Constant reference to realising shareholder value is always encouraging to hear and that emphasis was not lost on me. I would encourage any serious shareholder to watch the recording of this presentation. I remain an enthusiastic and confident shareholder.
I suspect that the Government stance all along was to develop herd immunity. A credible diagnostic tool would have scuppered that chance. Innova LFT's allowed infected people to become spreaders and suited this agenda. Only late in the day does a credible diagnostic tool emerge. Conspiracy theory number one (I have few more)!!
Excellent interview. The new management team have a commercial focus and what appears to be a robust plan on how to achieve that commercial success. Hopefully will gain a greater insight from this evenings presentation.
https://www.londonstockexchange.com/news-article/TRX/half-year-report/15126491
Thanks drshan. I knew where NU was coming from, I just flagged up a new dilemma that could arise. It does allow wriggle room for tender evaluators if we 'over spec' our submission, using the video-recorder analogy, 'we only wanted a point and record machine, not one that makes a pot of tea as well'. I suppose what I am saying is DeepVerge can offer more than a lot of the specification writers can think of. From experience, most specifications are from years ago, dusted down, dates changed, and out they go. Hopefully things have changed.
I always used to liken it to people buying video-recorders back in the day. Most people just wanted a point and record machine and 80 to 90% of the tech' in the machines was never used. DeepVerge have the high tech machine, we just have to hope people want/are able to use/understand what that tech' offers. I am sure they will!!
That raises a very interesting dilemma for DeepVerge. If people who are writing the tender specifications are not aware of the 'new science' out there, then it could be the tried and tested companies that get repeat business. If the benefits of the 'new science' are not written in to a spec' then it could be a problem. I know we have a foothold i a lot of countries and maybe we fall in to the 'tried and tested' category but we have so much more to offer.
https://twitter.com/OmegaDiagnostic/status/1435133918429204481
I've told you once!
Approvals before sales, that's the way it works. It is sales that will move the share price significantly. Hold tight!
I'm feeding off your research T.Rat and I am appreciative of you sharing on this forum. A lot of what you have posted I had in my archive files but you have prompted me to dust down the files and re-read them. Never does any harm to look back at where you have come from and the contacts that were made on the journey.
If you work on the basis that posters that constantly engage and reference the 'trolls' are probably on the same payroll and you filter them, then this becomes a very, very quiet board!!