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Without RNS on construction I can only see this hitting 4p if Biden gets in.
He has already promised he will re join the Paris agreement. I honestly think when he does the whole Green sector will rocket... not just PHE.
This is not the place to discuss it, but they already have treatments for e-coli and Salmonella in chickens. He has basically developed a synthetic phage. There is of course many a slip; but it is not the only treatment being developed. Interesting that the experts on that presentation were sceptical of vaccinations. He did not as far as I recall use the word "cure". One concept is the idea of a puffer, to give you immunity for a few days, e.g. enough time to go to a baseball game safely.
Interesting times.
CarefulBunny In relation to your 12.35 post I am wary of any proposed medical breakthrough and do not have the time to listen to a two hour discussion on the subject. I would need to do some more research but am sceptical.
It could be a cure, which is why I'm pointing to Cytophage who, as far as I understand have a treatment that can "sop up" the virus particles in the mucosa. Checkout the (2 hour!) discussion: the BioPub presentation on Cytophage Technologies, on YouTube. Stephen Theriault is no fool.
They tested it for over a year in prototype, stressing it by turning it on and off often. Peel are a major company and have judged it worth backing with big money. That indicates it's a reliable technology. I spoke to Keith Allan at an investor show ages ago. He didn't make silly claims. For example, I pushed him on what molecules/atoms would be left (would the molecules ALL be gone?) , and he said well, maybe there'd be a bit of N2 (Nitrogen) left in molecular form, but all the big molecules would be broken down to elements. He was clearly a scientist in that conversation, willing to engage, rather than a suspect salesman trying to dominate you without giving you facts. They have been working on it for over fifteen years, starting I think back in the day when Keith Allaun started working on it (I guess from scratch) and they ran out of money, went into liquidation, and started again as PHE. I don't know why Keith left. It was for "personal reasons". Maybe he, as a founder, was not the person to build a corporate entity. Who knows. Maybe someone artful dodger will engineer a very low sp and then swoop and buy it up and make a billion pounds. I hope not. Certainly it's a technology the world needs desperately, and a big enough thing to stand alone rather than be a department within Peel. I think it's worth backing. Maybe the share price will jump a bit on good news, but the probable sp route will be steady or up and down, but no breakthrough until income from a commercial working unit, with all the precise costs known. There is a risk that cover etc will delay things so another dilution is necessary, which is why I'm pointing to Cytophage as hope on that horizon (it's a private company, so no opportunity there unless you were in on the ground floor.) A second breakthrough may come when HMG gets its hydrogen strategy together - predicted for about a year from now? (but likely to be delayed of course). The hydrogen economy was always Allaun's dream, and it seems very likely that there is going to be a lot of hydrogen in use, that's for sure. But trying to gauge the precise lowest point for an sp is too difficult. Anywhere between 4p and below would seem to me to be much lower than what this is going to do over the next few years. We'll see. Whether they have produced Hydrogen or not I don't know, but if they haven't it will be because they are confident the move from Syngas to Hydrogen is a known path.
That's my two pennorth anyway.
Predicting the pandemic is difficult as there is no agreement on what the end point is.
Is it a vaccine?
Is it a reliable testing regime?
Is it herd immunity?
Currently the severity of the pandemic is defined by rate of hospital bed occupancy which is a completely non clinical parameter. The fact is the world will have to learn to live with the virus and accept a slightly higher mortality rate for maybe a few years. Or maybe covid-19 will do what the Spanish flu did a century ago and disappear after 18 months
China and other far east countries are not waiting for the pandemic to pass. Their economies are already recovering and do will ours. Construction will be amongst the 1st industries to get a boost so I am not so pessimistic but expect to see a flow of good news in the not so distant future
I'm afraid everything takes longer than you think, and very few projects come in earlier than expected.
Even if an effective treatment for Covid is pronounced "safe" by January, it will take government a few months to get us back to whatever is normal after so many businesses have failed, and there will be a drag effect from that. Also, signing deals will take months and months, plus the time taken to roll out. And the most unexpected things can go wrong.
Nevertheless, this can be a great company, a transformational company. I very much hope it will be.
I'm optimistic high 3ps by Xmas
Price needs to be built in now before the snowball gathers pace
I will be long term completely by next year when we're out of covid and brexit trade deals
This technique is old but we have newer Engineering technology for bad plastic and low carbon footprint
Technology Engineers
Grate company
No Brainer
Ok thanks Dr. Anomaly. I'm no expert in this but was told about PHE and what they were doing. Read up abit about them and decided too invest as I think they are going places. Once they are a proven, fully working company and been running for a good few years then this could really take off. Just got too be patient. That's if the tech works yellowf1 of course we cant forget that.
yes stokey12 you have a good point
However - I feel that in 2021 it is achievable
What are peoples thoughts on how high this sp could go once everything is up and running, say minimum 18 months time?
peterlee In relation to your 23.40 of yesterday in the current climate with Covid and a US Presidential Election, that may or may not be resolved next week. with all the attendant market disruption I do not see 4p being reached this year. I do think it will be reached once the current Covid spike is resolved.
sky is the limit for this industry- imho dyor