Deepmatter Share Discussion Threads

[yump] 08/11/2021 18:55

Groundhog day !

[thiopia] 08/11/2021 07:49

'freemium'

[ragnarr] 05/11/2021 09:59

In basic terms software licencinghttps://www.deepmatter.io/products/

[deutsch4] 04/11/2021 20:42

How is the revenue generated? - serious question.

[ragnarr] 04/11/2021 19:12

For info in case anyone is interestedThe UK Bioindustry Association Bio Tech Report 2021Deepmatter page 9https://www.bioindustry.org/uploads/assets/71f252a0-d74c-4c25-ad31413a965975c2/BIA-Digital-Explainer.pdf

[ragnarr] 04/11/2021 15:08

we have a pulse doctor.

[ragnarr] 22/10/2021 09:13

You seem to always smell something - must be your aura :-)

[yump] 22/10/2021 08:56

Why do you think fledgling companies come to market ?

[the stigologist] 21/10/2021 09:34

Did Deepmatter pay them ?

[ragnarr] 21/10/2021 09:27

Getting there slowly and more income..Mark Warne , CEO of DeepMatter, commented:" This paid for trials agreement is another positive step in our strategy to provide our DigitalGlassware(R) platform to the major global Contract Research Organisations (CRO's) where the ability to reproduce is paramount in order to accelerate the discovery of new drugs.

[ragnarr] 28/9/2021 09:25

https://www.drreddys.com/media/1030220/why-you-should-accumulate-dr-reddy-s-lab-shares.pdf

[ragnarr] 28/9/2021 09:16

Very useful post.

[yump] 24/9/2021 15:17

Thats the one useful thing from the investor meet.

I do wish these BOD’s would get out of the habit of comparing things that aren’t relevant eg. Comparisons with previous first half (sometimes relevant if its a seasonal business)

Also the quoting of meaningless percentages such as a 14% increase in trials.

As it turns out, they have 8 trials running, so 14% is ONE.

Some of us out here are numerically literate.

[bigoffice] 22/9/2021 18:11

It was stated at the investor meet that a number of deals have been done for digital glassware and will show in the full year results

[1347] 22/9/2021 14:25

I also note that the Deepmatter segment generated zero revenue, it all came from Infochem. I guess that means no-one paid anything for DigitalGlassware in the last 6 months then?

[yump] 22/9/2021 14:04

Yes there’s not many announcements that mention money !

[gspanner] 22/9/2021 11:43

Yump I am finding your posts helpful, but have to work!

My take is that as suggested a few customers make up a lot of revenue so most are not really decided to pay yet for the ‘full’ version. it’s converting these that will be the key.

[yump] 22/9/2021 11:29

Haven't looked up much recently, so a little light reading:



hxxps://www.chemistryworld.com/careers/automation-in-the-chemistry-lab/4012832.article

Worth saying that DMTR are working in the field of data, not so much the actual automation as I understand it. So capital light and potentially data is customer agnostic.

[yump] 22/9/2021 11:17

1347

They can still be the leader, even with this level of contracts. I agree with you it would be good to know at least the potential, even if likely contract levels are as unknown to them as they are to us.

Unfortunately I don't know any experts in the field.

One for the AGM I guess.

[yump] 22/9/2021 11:16

I had a look but seems to be lost somewhere.

[pugugly] 22/9/2021 10:31

Anyone been able to find the Canaccord reseach note that advised in the webinar is on Research Tree?

[1347] 22/9/2021 10:16

You need to ask them when they expect significant contracts to appear since they claim they are the leader. No I am not happy with the progress over the last year and rather obviously neither is Mr Market.

[yump] 22/9/2021 10:08

But at what point would you expect significant contracts to appear ?

If there were significant contracts around and DMTR were missing out, that would be a different matter.

Building a mass of data that's worth paying for is a long process imo.

I think you're either happy with that unknown or not.

DigitalGlassware first revenues were August 2019, so a little early to judge likely revenues imo.

Many of the other collaborations and licences are only a couple of years old.

The share price is something else.