De mem ltd [Archive] - Sharetrader Forum

View Full Version : De mem ltd

NZSilver

17-11-2020, 05:18 PM

Well worth a look, I have followed a couple astute investors into this. Company uses a membrane technology for decentralized water decontamination. Had setup/ the manages and also recurring revenue with consumables - one stop shop. Bug player in fragmented industry and evidentially they CEO is very sharp. At the inflection point of hitting CF +be and profitablity. Worth a small portion of the portfolio. Check out the investor presentation and quarterly update for more info.

NZSilver

17-11-2020, 05:26 PM

For some reason it wouldn't let me edit above for spelling so here it is again

Well worth a look, I have followed a couple astute investors into this. Company uses a membrane technology for decentralized water decontamination. Earns revenue with setup/then manages and also recurring revenue with consumables - one stop shop. Big player in fragmented industry and evidentially they CEO is very sharp. At the inflection point of hitting CF +be and profitablity. Worth a small portion of the portfolio. Check out the investor presentation and quarterly update for more info.

percy

17-11-2020, 06:05 PM

Yes winning a good bit of business with improving margins.
Still a loss maker.I thought it would be awhile before they were profitable.
75,561,009 shares at 27.5 cps gives a market cap of $48,279,277.
You may be onto to something NZSilver, as the share price has risen from 23.5cps a couple of weeks ago when I read up on them, to 27.5cents today.

Joshuatree

17-11-2020, 06:34 PM

NZSilver

17-11-2020, 07:07 PM

Hi JT, yes I followed fluence a while back, however never hit buy as I just wasn't sure about it. How are they going? From what I can tell DEM is in the medium to small size projects (much less competition) vs fluence which is the bigger projects? DEM looks ripe for a rerate over the next 6-12 months if they start being consistently cf+ve and profitable

NZSilver

17-11-2020, 07:11 PM

Hi Percy, yes I looked at them and though they look good, but then cemented by the others who have been meeting with the CEO. One of them someone you follow I believe.

NZSilver

18-11-2020, 01:40 PM

Good start to trading today.

Cadalac123

03-12-2020, 09:22 PM

Interesting thanks
Ticker is DEM
I hold Fluence which uses membranes too etc, im still underwater with that one

Download Document (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYD4Ay1w RWZpPJ0ke92GA%3D%3D)Investor Presentation (https://hotcopper.com.au/threads/4967066/)

Fluence makes no sense.
Getting profitable now and share price is beyond dodgy. Reminds me of PET doesn't help
there is Chinese exposure. But on paper I do not understand how fluence is not double its
market cap right now based on fundamentals