Member Info for StuoftheToon

Thanks Frix. NDA's are new territory for me, noticed a few cropping up with differing companies.

Frix, I think there is more chance of a stand-alone spin off company with China Resources being listed on the Hong Kong Stock Exchange. Open Orphan did something similar with Poolberg, albeit on AIM.

Just getting my head around NDA's.
Having an NDA in place, I am guessing, allows price sensitive information to remain un-reported via an RNS. As such, at what stage is the market informed, and who authorises the disclosure?
I have a few companies in my portfolio that have NDA's in place and just wondering how it works.

Morning Chris. It is a recording of a few guys 'chewing the fat', unable to announce anything new and for the well researched, going over well trodden ground. For anybody new to DeepVerge it would point them in the right direction to go and read up about this amazing company. The China Resources deal, as Gerry alluded to, has morphed in to something bigger (and hopefully better) than first envisaged. For the nervous investor the delay in announcing the deal and the share price drift creates uncertainty and we may have lost a few. Skin Trust Club is a remarkable concept and is beginning to get noticed, but for me, it is the water monitoring contracts and the CR deal that will take us to new levels.

Been pre-occupied with Newcastle United takeover the last few days, elated then came down to earth with a bump reading Sandhopper's news. Suddenly football,and profit doesn't seem all that important. Keep fighting bonny lad, we are all with you.

Excellent interview. Bottle that enthusiasm and sell it with every test Gerard.
I am surprised however, that this release of Skin Trust Club update was 'allowed' to impinge on the conference time that is focusing on water. Hope the message (on both fronts) is not diluted (pun intended!!).

Thanks for the share PedroMendoza - much appreciated.

A difficult couple of weeks on this platform, more of a slanging match than the usual avenue to discuss news and share information. A dropping share price really does bring out the worst in people. I have had nothing to add to the 'discussion' so kept silent but still holding strong and hope for a good week. Loved the Modern Water video and delighted to receive my Skin Trust Club test kit on Friday. The pack is excellent, easy to use and linked to a simple app. This IS going to turn and hopefully change the tone on this board. Have a great week y'all.

Imagine having the epitaph 'The Nero of the pandemic'. Howay Colin man, let's blow this out of the water, you know you want to!!

I think people are a bit tired of the toxicity of this board at the moment Chris and choose to spend their time more productively elsewhere. Still some good guys around though. Keep smiling!!

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.

https://www.xerostech.com/updates/politicians-and-scientists-get-serious-about-tackling-microfibre-pollution

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)!!