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Let’s not get carried away too much with the significance of vaccine mutations folks, they are a perfectly normal thing that vaccines do and whilst there is always a possibility that a new variant could mutate enough to become resistant to a vaccine there is no indication that this is the case with what is being termed the South African variant.
The Kent or U.K. variant had a change to the protein spike (the method a virus uses to attach itself to our cells) and this made it easier to transmit/catch. The South African variant is similar in that it too has a different or amended protein spike but the significance of this one is that it makes the virus more able to bypass the antibodies in the host. That means that if someone previously had the virus or has received a vaccine to protect them from the virus the South African variant will be more successful in attacking the host than either the Kent or the original covid variants. That doesn’t make it more deadly and the tests that moderna did on the various vaccines suggested their vaccine was 90% effective at stopping original covid variant, 80% effective on the Kent variant and 60% effective on the South African variant all 3 results being within the WHO guidelines for acceptable protection.
So you might have had covid or the vaccine but could still catch one of other of the various variants knocking about but you will still be sufficiently protected so that you do not fall seriously ill or need to be hospitalised.
The problem is that mutations are a natural process for a virus that are essentially accidents or mistakes that happen when it replicates and the only way for a virus to mutate in this way is when it finds a new host. So if the South African variant were to mutate again into the let’s say Walsall or the Surrey variant what if that one develops in a way that renders a vaccine ineffective? There’s no evidence to suggest that it either can or will mutate in way that would render the vaccines useless given the knowledge we have about the way covid viruses work but it would be folly to assume it can’t do so because let’s face it we are still learning about this particular strain of covid. So the sensible thing to do is to try to stop the South African variant from spreading as much as possible thus preventing the opportunity for it to mutate.
So maybe not quite as doom and gloom as it would appear but essential that we test as many people as possible in those areas where we know the SA variant to exist to stem the spread.
Sounds interesting. Link please.
DD I beg to differ. The powers that be have acted so rapidly with site specific testing ....are they worried?
another few pennies then breakeven then out i go.
Recent research suggests that the Eat Out to Help Out scheme drove up new infections by between 8 and 17 per cent, so Rishi Sunak will think twice before he pushes something similar again.
Towncalledmalice - I don’t usually comment on BB where I m not invested. But I don’t like to see people spreading misinformation. And You sir, are doing just that though.
Can you send me the link/article for the banks buying please? I can't seem to find any info on it
Oh dear! The end is nigh! Go and buy yourself a board and stand in the centre of whatever doomsday town you live in
Q3! I think we all need a trip to the Isle of Man!!
Can’t see pubs opening until Q3 if the breaking news of the Kent covid-19 strain starting to mutate beyond the capabilities of current vaccines is backed up by senior scientists later today.
Maybe 105 is the real deal.
Plenty of news to play out during this week with this latest press release and the South African variant starting to show its hand in the UK. Will be interesting to see how Sturgeon handles her press conference this afternoon as she was due to announce if Scotland’s lockdown is to be extended into March.
Presumably nothing to stop Carlsberg doing a deal with a bidder to buy the 40% of the brewing business later
Carlsberg will be well aware of proceedings, but as Fairdealer pointed out, they are primarily a Brewer, and unlikely to be interested in the Estate.
Plenty of action in the share price, time will tell.
Carlsberg may well be aware of proceedings here. To me, I'd say that it all depends on what they want to do with this information. So they possibly want to consider putting a bid in for the pubs themselves to diversify from just being a brewer, to having the facility to sell their products in their own pubs, as well as selling to competitors? that would be a win-win for them if of course they would be permitted to do so. I'd imagine that such a proposal would have to go through a monopolies inquiry first to look into competition rules of course.
It's all speculation of course. time will tell and all that.
Funny how Shore Capital have come out again today with under review and No price yet, talk about keeping your powder dry.
The way it's moving we could see 95p today which says to me the city think there could be some firm offers coming above £1.
Daave very agree. Pubs, Hospitalities not open until at least May and then possibly on a structured basis to prevent a kind of madness many expect when the "jail doors" are opened.
Carlsberg only interested in Brewing which can be retailed through outlets other than Pubs. They know only too well the Traditional British Pub has been disappearing for years.
Jed.. you thoughts on possible take out prices is not agreed by the Market, we would be someway North. The market seems unconvinced we will go much above the percieved offer.
Is that before or after they let children go back to school?
Personally I don’t think they will allow pubs to open till around the 10th of may at the very earliest.
Looking at the sheer speed of decline in COVID cases across the UK. I predict that in the next 6 weeks pubs will be reopen nationwide with covid secure measures in place. Eat out to help out schemes reintroduced.
I agree. Carlsberg may already be considering. Two offers and a bidding war. SP will rise to £1.50p
So I think it's fair to say they all think Mars is worth a lot more than current sp.
Platium must think at least £1.25-£1.50 but trying to get it cheap and Mars think it worth £1.50 - £2. when the pubs all open again.
I wonder if Carlsberg think it worth buying Mars out to keep total control, and what price might they put on Mars to stop any other takeover.
The usual route would be for a scheme of arrangement, rather than buy stock in the open market.
There are huge cost benefits involved.
London, No a bidder will have access to the shareholder register. What ordinary PI's who have shares held in trust by their Broker, need to keep a close eye on notifications that appear on their Brokers account
For a Board to state the company is grossly undervalued, is setting them up to either deliver a value, to shareholders, they consider appropriate or someone will have a hell of a lot of egg on thier face.
To consider previous approaches were not important to report is treating Stockholders with disdain. There were 2 offers not one. Even though RNS were not produced at the time, there is no mention in the Annual report. Confidentiality at the time is acceptable, but there should have been some statement later.
Thanks Fairdealer
Do you think having so many small shareholders makes that approach difficult?
Platinum could hoover up shares until they get to the point where the legally have to make an offer.
They could put in a formal offer at £1.05 or more and force the board to inform share holders.
Or they could do one.
I suspect they are interested but in typical vc style they dont want to pay anywhere near the full asking price. Two earlier low ball enquities thrown back at them and now this £1.05 descrbed as grossly undervaluing the companies worth should either send them packing or make them be more realistic.
The board didnt release a statement that said weve just entered into a new and exciting jv with carlsberg, have added to our suite of top quality pubs with the bains deal and are supremely confident that pent up demand, the long range weather forecast suggesting a hot sunny spring summer and a shed load of planned promotions on food and drink will have us cooking with gas this year. I read their response as we might be for sale but not at £1.05 mate!
I suspect the share price will remain faiy static and in the next week or so platinum will anmoumce they are not interested or will make that formal offer.