We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Anything can be scaled more. Where there is demand... supply will follow.
Sam bullcox,
Great research, I don't want to steal your thunder but I think the opportunity here is truly mind blowing. The next frontier is space! There's a whole universe out there and who knows how many billions of alien life forms we can get orders from.
I nominate you as our leader to negotiate an intergalactic sales agreement. You'll be shortly beemed up and hopefully taken to a galaxy far, far away. Hopefully you'll get a real probing and come back next century with many orders.
Yes I thought so, as 50million Per year has been mentioned for future production. Can we scale up further from 1 million per week On our own or will we need a partner ?
If they make 200k a week they hit the lower end of the broker valuation of £190m
Big Mac the upscale was 1m Elisa tests and 1m lateral flow tests not 200k
Remember the 200k per week is an up scale from 46k per week. How much higher can they ramp up ?
Definitely manipulation to hold SP near placing. With news anticipation next week, we'll see a recovery back to the 60's. I bet it happens very quick, as the MMs have got plenty of shares to sell at a premium.
Before we know it the SP will be 60p+ again and this cr ap py placing will be a distant memory.. hopefully! Gla
Sam - not sure what all this animal testing is about, but all good for a laugh.
My take on this, as we speak tests are being manufactured at both sites. Let’s get the shelves full before the green light is given to roll them out. Forget about the SP for now, AIM stocks go up as quick as they come down. Watch this grow in the next 3-6mths. Rome wasn’t built in a day..
Elon & MB - As always you both provide really good points, which is really appreciated.
The Business plan is very robust in my view, and I do not foresee any issue with obtaining PHE approval or orders for India.
Not anticipating any further news until Friday or early next week at the earliest.
I also believe the SP is undervalued, and without any further news at all, it should rerate to a much higher level post the weekend, but the turbo boost will be through PHE approval and confirmed orders.
No
I may have a dumb question, but we are part of the consortium and Abingdon will also be developing the test - do we get a cut of that profit since we were part of the consortium?
Apologies - 200k per week is correct.
ODX prospects is fantastic.
RTC - This will be a flagship, fanfare product when it is ready to roll out. We all expected this would have happened by now, which is the only negative. I think this is looking to be bigger than we may have thought. We expect to supply 200k per day per the MOU, i am expecting this may be increase once the supply agreement is announce. We are currently in the process of tech transfer so when the next announcement is made we should be ready to produce or already producing. I am wondering if they will stock pile a large supply to roll out nationwide a little later in the year.
Mologic - Elisa test is suitable for export markets and will be highly competitive. We are already producing.
The level of risk has been greatly reduce over the last month or so. Reduced risk should see added value.
Chuggley, I know its all fashionable and fun to take the the **** out of ramirez, but I know for a fact that his mum works as a cleaner in the company and gets to read all the important documents when going round the offices. Also sometimes she gives Colin a lift home on her moped, so the info I believe its pretty accurate .
Hi Vendome85
Just filter the little turd as many have. It makes for a much more enjoyable experience on the boards. He's not just a pest here. Other BB now just start a new thread every time he posts so as to starve him of an audience. He's full of it.
GLA except the turd!
Elon - I disagree. I dont think the market is valuing the business at all. The market has forced the share price to be where it is because thats where it wants the share price to be. It has nothing to do with value.
There is very little uncertainty about the companies plan. It's all there in the RNS and presentation. Orders are a non issue in my opinion, you have a minimum of two quality products where demand will be greater than supply. We shouldn't be concerned about approval, if Oxford have signed off RTC and we already know the Elisa test is a top quality test, and it's unlikely local approvals wont be achieved if is CE marked here. The only negative is that we probably expected them to be 2 months ahead of where they are now, and yes that stops us getting to the £1.50/£2 plus range at this point, but it certainly shouldn't hold us at 40p. The case for the prevalence of this pandemic is only growing by the week.
OO done with great intention by the company. They clearly expected the share price to make it attractive. They have delivered 2 bits of very important news since. The simple fact is the SP should be higher than here.
The market has killed the share price because of the conditional nature of 60% of the placing. We only have 4 days left until this risk event is eradicated.
The decline in share price is driving belief's rather than the progress that the company is making.
Once the resolutions are passed on Friday i expect to see things turn around over the next 2 weeks, will see just how quickly.
It is a really painful and frustrating period for all holders I know, but this is not a reflection of the quality of this company as a business or a mid to long term investment.
Well on things for sure - ODX will not announce anything before the OO has closed at 11am. As it would give unfair advantage now to those who still have access to place orders on the OO. So its no surprise whats happening with the SP . The earliest will be tomorrow but i suspect Friday before the Meeting or very soon after.
Im sure Ramirez being a subject expert will confirm this
Oh my giddy Aunt it just gets better, here is an absolute gem from Ramirez this time talking about gold.
“Stocks rise and fall on buys/sells its as simples as that. I should know having done it for 7 years for Equity and Law”.
This chap is a comedy genius, honestly, go check out his posts pretending to understand finance, its comedy gold.
Better still, he has been trading his whole life but been on the LSE board since April 2020. What a hero!
Come on Ramirez, what else you got? This is tooooo good.
Ramirez, AKA David Brent... “I’ve worked at loads of investment houses and finance” as a sentence doesn’t even make sense.
If you feel the need to tell people this, you have rightly identified it is because you know nobody would believe what you said.
Genuinely cannot stop laughing - this Ramirez bloke is hilarious. Go get a real job! Probably some failed support function compliance officer from an FX house trying to boost his little ego.
Thanks Ramirez for the humour this morning, I needed that! Oh yeh, and good luck!
Rameriz, one of your previous posts
I dont hold and nor do I intend to. I've bookmarked this thread for end of June but I can guarantee this will be around 15-20p by then and the same drop with be seen in all Covid stocks.
Nothing worse in my opinion than an arrogant, I told you so, poster.
You’ve been knocking this for weeks, I smell a shorter.
Thanks RamJam screenshot as suggested see you end of Oct where I believe there will be another 0 on the end of your experienced prediction
Rameriz
I will remind you when we go past your sale price of 80 p