Ly Disrup Tech Discussion Threads

[h d shoring] 16/6/2008 12:39

Bound to be some selling .you could get these for 2.22p on the 3rd June now can sell for 3.85p?.
Not a bad % return for 2 weeks investment .

[tippingpoint] 16/6/2008 12:14

Constant run of buys with the occasional sell. At some point we will get traction. Hopefully about 1.25pm lol.

[tippingpoint] 16/6/2008 12:08

research report posted above has some indicative data i believe

[h d shoring] 16/6/2008 12:00

I would think they will want to try a sample of each type of materials through the plant [from memory 3 or 4 sorts ] to compare yeilds
It would make sense to process the material giving best results first to maximise up front financing.
On the other hand they will want to issue as soon as possible any good news to encourage more partners .
Anybody any ideas on yeilds expected in carats per 100 ton because with the sort of throughputs we are talking there should be soon plenty to sell .

[tippingpoint] 16/6/2008 11:36

How long before we find out the level of success from this first batch of large scale processing?? Any ideas!

[tippingpoint] 16/6/2008 11:08

Any chance we can get a bit of conversation going??

About 1.5mn traded today, which is pretty good for old DTec.

Am expecting a move up again shortly...

[tippingpoint] 16/6/2008 10:44

Seem to be clearing out a seller. Hopefully this will finish soon and the share price can move freely upwards

[tippingpoint] 16/6/2008 09:23

Indeed Humbuggg

[h d shoring] 16/6/2008 09:00

Didnt think there were tigers left in africa but this is turning out to be one .

[tippingpoint] 16/6/2008 08:54

They seem to have a Daily Mail fan base (is it Geoff Foster)...

But they are completely off radar, but buying interest does get the price moving quite quickly.

I really have no idea how high this could go but it is looking interesting.

[the drewster] 16/6/2008 08:52

The times given were very fuzzy and subject to all sorts of power caveats (which are now removed).

I would imagine, if the initial findings are successful, then there will be an announcement before end July, at which point the directors either have an exit strategy, or there will be other JVs announced which grow critical mass, and hence any exit price.

Bear in mind, there was nothing of any note that I could find in any weekend press either.

[tippingpoint] 16/6/2008 08:50

Now 3v3 if evo get moving from the offer - could get very interesting today

[tippingpoint] 16/6/2008 08:43

I believe they are producing (or at least running)

Yes CK this could go from nothing to a substantial price in a very short space of time.

The potential revenues from this are enormous... Very exciting to be able to buy in at a cap of only a few million. IMHO

[cknott20] 16/6/2008 08:41

Morning, TP. This was a lovely surprise to wake up to. Just imagine what the price could be once they start producing.

[tippingpoint] 16/6/2008 08:35

Hi D

What is the estimated period over which Grasfontein revenues will flow in??

[the drewster] 16/6/2008 08:28

Plenty of us. IPO price of 12.5p valued the company about 40m, the revenue potential form the JV at Grasfontein could be as much as 233m USD ... other joint venture possibilities abound, BUT there isn't an awful lot of information about barriers to entry, patents, and whether such patents would hold. Also some legal clouds hanging over Botha to boot. Risk reward is very pleasant equation, but this is clearly not without risk.

I would expect a big player to come and snap these up the minute the technology is proven, and at some multiple of the current price.

[tippingpoint] 16/6/2008 08:21

Anyone else here???

[tippingpoint] 16/6/2008 08:21

Could be set to really breakout

[tippingpoint] 16/6/2008 08:08

Quite a few buys coming through on dtec this morning

[tippingpoint] 15/6/2008 18:05

Have put dtec on ups

[tippingpoint] 15/6/2008 17:40

Here is a nice broker report from last year - makes interesting reading. Think these shares could make their way back to listing price of 12.5p with some pace shortly imho...

Just look at the potential revenues in the report:

[humbugg] 14/6/2008 10:47

interesting to see CVS held on to these. directors have been buying. if this technology works we could be farming it out to all and sundry.......or?
small long position so quite comfortable.
good luck all.

[tippingpoint] 13/6/2008 14:06

Well getting back to the IPO price of 12.5p would be a good start and any smidgeon of success and it will likely do that imho