Member Info for xviolet

Yeah DGI looks like the 'real deal'. Going to need more £. I'm still pouring over the interviews and the RNS's - haven't finished joining all the dots but I wouldn't be surprised to see a fundraise AND I wouldn't be surprised to see one that knocks the confidence of PIs and transfer shares to powerful US backers - if this tech is what they say it is, there must be some US players wanting to take a piece of the action. So buy carefully and hold tight.

Placing on the 24th - 29 million shares

31st jan volume 21 million shares

so about 8 million left is that is how things go. does that mean todays' RNS will see off the last batch? and then edge towards the next raise. be interesting to see how the balance between sp and news plays out between now and then.

Re the last RNS but one...

"The Agreement, which includes funding to the Company..."

Shame they couldn't give us a more 'factual' breakdown of the actual funding. And how much dgi have to cough up at their end. Its obvious this company is going places though.

Can we keep on eye on certain X/Twitter posters. I'm sure one of them will be offered the placing. I'm not often on X so if anyone can pick something up and share it that would be good. We may have to read between the lines.

Thats an RNS to think about. This company is challenging. All I can say is that I am holding onto a chunk of shares and will be de-risking them by trading in other companies. Anyway I don't suppose there's much to be gained by paying too much attention to EISB - may as well just leave them to it - its clear the US distribution is ongoing - and they will either pull through (as they have done before) or not.

I actually support their luxury/high end strategy. For years I worked in fashion media and I remember reading about recessions or hearing them talked about on the news and asking people around me 'what recession'? Because it never touched us. We were are the very high end and we were immune to recession.

325K or bust. Thats a bit harsh. Could be like that or could be more nuanced - like instead of cutting production to deal with rising costs they borrow/place instead - so not exactly death's door but day to day management in a tight time.

Few traders in looking in for 1.5p/2p? Perhaps some good news or figures/projections on their way between now and April to ease us into the next raise. You have to gamble on that I guess - next raise at 2.5p, 1.5p, 0.5p etc. Thing is if they get cashflow positive or make it to safer, warmer ground...TB has been saying that's what he wants to achieve. I think. Anyway can't recall everything he said in interviews and have to go to work now - but good to see some buys yesterday.

I was watching the 2022 webinar a few days ago. They said they were going to build a production line or a test production line? Did they build it yet? I'm obviously in early stages of my dgi research - but does anyone know if they have built this or said how much it will cost and timelines etc. Thanks. I will be digging deeper myself but if anyone knows that would be great.

Missed a chance to add a few today. Was aware a bit of a pump was going on and assumed there would be a dump. Don't know if that is what we are seeing. Anyway will add a few tomorrow and get back to reading my book.

Hope you all did well out of HE1. I've been sulking as I got burned by the fundraise. Only just cheered myself up with OK rises from my Canadian stocks. Still think I'll stay away from the helium but I hope you all do well out of it. Any of you into eee? My HNW pal thinks it could be the next GGP. I keep making money on the Canadians and losing on AIM - just seems to be a pattern. One fella I know likes dgi - thinks it could be 100-200 million cap. I've been picking up a few dgi and eee.

Oh my fave Canadians at the moment...Arianne Phosphate and Northisle Copper and Gold.

Nice and quiet on X etc. no one talking/ramping EISB last time I checked.

I guess no one has any cheap shares to offload. they are either underwater or dumped them before the recent placing. they must have second sight, some people. I must re-read the recent RNS and try to get a handle on what might happen here over the next few months. I added a few but felt I'd rather stick my £ into some others stocks I like that are nicely fully funded for the next 12 months - so its hard to jump in here - tempting though.

Think we're a cult. Holding on because we believe in a promised land. It will come - but no one knows when. And sometimes we suffer but that's also part of our cult/religion. One day gonna turn up at the AGM in monk's robes and groan and chant a lot.

Lot of posts all of a sudden. Haven't read all of them - sorry - but 2 points stood out - and I'm sure everyone had great things to say but I noticed these....

Ghia: "The direction of travel of the drug is very different now. Bespoke targeted medicine which requires a lot of technology advances around it as well as institutional change."

And something from Jint re patents for COPD.

Does it say that. Or not. Simple question to the wise. I think it does. And what price do we think its going to be at? 1p would be great. But in this market we could be looking at 0.5 or lower.

I'm not the brightest spark but I dumped 80% of my stock when I started getting worried about the Houthis - then I bought a chunk back yesterday. But I'm a bit scared of buying more as I do wonder what kind of raise is due. Also its a bit weird you can't sell anything at the moment. And it was a bit weird that some were dumping large amounts prior to the placing - like they knew it was coming. Keep an eye on large dumps I guess - that may tell us what kind of fundraise to expect.

Some people are a bit negative. Or a bit short or whatever. This is always going to be long haul. Impossible conditions from covid to houthis etc. If you think the company is going to survive, and they always seem to claw their way back - only question is at what price do they do the next raise. Assuming I read the RNS correctly. Otherwise not much to say at the moment.

As always some good news with the bad. Some good sales figures - I need to go over the RNS carefully. And good that EISB appear to have supporters (or a supporter) - and I don't think they shorted, flipped or forwards sold. Some are saying the placing is set a bit low - but I guess this placing prices in the next raise - which the RNS talks about - or did I misread the RNS?

I think its interesting the CEO doesn't want people to buy shares in this company. No interviews. None of the usual PR. It tells me he doesn't need our money. And that's very interesting. Anyway I will not be selling. But I don't hold too many - its too twisty in here for me. But exciting enough to keep a small stake.

Thank Jimzi nailed it. But I wouldn't say no to a fairy tale buyer. Assuming they are just covering themselves re the CLNs - I'm just wondering what level to select for my next buy. Its interesting they don't mind destroying sentiment - I guess they think they don't need it. Which is also something to consider.

Actually re my previous post. its not later in the year to see revenue. it should be now. TB said there should a be 'step-change' in later 2023. I forgot 2023 was last year.

There does seem to be the possibility (in that shareholder letter) that the route to market, to actual market and commercialization for GaM might be swifter and cheaper than one might have imagined.

And recall the following from June's half year report:

" The number of sites evaluating our software continues to increase. Thus, we are optimistic about the revenue activity and anticipate a step-change starting in the 2nd half of 2023."

Assuming GaM gets closer to market and the company starts to generate more cash - that will be great. What happens between now and then? No idea. And I have no idea re fair value for this stock.-Although not having billions of shares in issue (like HEMO or SCLP) is attractive. And I wish I knew more about the kind of journey GaM is on - that letter from Michael requires more thought/study and research - but the bull-ish case is about the length and cost of the journey to a commercial and company-making drug. And then later in the year to see contract after contract coming in.

If this company can survive toxic activist shareholders, covid and the houthis they will be a world-beater and bagger of baggers. but if the sp keeps sliding because people think the houthis are putting up their shipping and insurance costs and may even be damaging the company as a result then they will need to put out a statement to reassure the market. mind you the market for this stock seems a bit quiet so maybe it doesn't matter. but still. some of us would like to know.