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Paul, how can you say the drop was not connected to the
presentation, but was a result of trading, that`s a complete
contradition, ask yourself why people trade, they buy because
they like, they sell when they don`t like, simple!
I’m sure there’s a lot going on in the background and given how we have a decent on ground presence in China and are award winners as well as having product in many provinces I’m keen to see some pre-orders and that will then snowfall and FOMO. Remember China is massive and given what a hot topic wastewater monitoring is if they have the best solution all else will want the same and I suspect we could secure pre-orders from China ahead of anywhere else.
A number of football games have already been cancelled because players and staff have tested positive. Would the EFL like to speak to Big G so he can explain the benefit s of our new bit of kit.
Why not separate positive and negative chips. The Affimers bind the virus.
Could even return negative to user, as no risk of covid, you just checked it.
Then again that buggers business model. Say max 7 days per chip, you know when it was first used. Reuse 7 times then bin it. Or positive, bin it in different bin to burn, recycle the others.
Sitting on the bog, but I am sure team can think this thru.
Potential—Ele.me currently claim to screen delivery guys daily, temp check! Would be a nice potential competitive advantage to be able to advertise your drivers have been properly checked daily.
Ele.me is China's largest food delivery giant with 53.4% market share. They have 260 million users, 3 million couriers, and are estimated to have delivered nearly 300 million orders. Alibaba in 2018 valued Ele.me at USD 9.5 billion.
Tiptree precisely, also at work if that means that the office can be fully staffed, or the factory floor normally manned then it'll be worth more than £4 per person to the business in extra productivity.
If paying for BT means I can do normal stuff again, price is not really such an issue: with concert tickets at up to £600 a go (and more), even £50 for a test to let you in is perfectly OK. And if a long-haul holiday costs £2k each, same applies. Crack on.
The breathalyser sounds great and not just for COVID but well beyond, could be a game changer given the flexibility.
For me in the short term for shareholder value it’s about Microtrace OVA7100 and real-time monitoring. 3,000 will be retrofitted but surely the demand will be massive for water cos, govs May even insist they have it and put it into regulation. Massive opportunity and who else can do this?
I bet pre-orders from China will come soon and other countries. Demand will be massive and can we manufacture or do we need an OEMs for EU, Asia. America’s etc?
A massive opportunity and MWG already works in the US, China, Spain, India and has teams and partners all over.
@justdavie, now I see where you are coming from. I recall someone asking a dentist whether it is necessary to use dental floss all of your teeth. His response was "No, of course not, only the ones you want to keep".
The same situation is here. You only have to use it, if you want to get on an airplane, if you want to get through security in an airport, if you want to get on a cruise ship and if you want to get off a cruise ship and confirm to the port authority that you don't have infectious spreadable COVID19 or Norovirus. If you want to go to a theatre, get past the bouncer at a nightclub, football stadium, concert, packed with 54,000 or Glastonbury Festival with half a million people, or perhaps any business conference where you engage one to one with your colleagues. How about schools and third level education dorms, classes? How about the comfort of knowing your fellow passengers have not tested positive for COVID19? Is that worth it?
Probably only useful for those who don't want to spread it to anyone. For everyone else, no point using it. (Tongue in cheek comment and no offense intended)
Excellent. Thanks for the detailed reply, GB..
Re: BT, strikes me that you’re most likely to get initial buy in from corporateS with expensive teams to keep intact and functional. For instance, trading or m&a teams at investment banks or surgical teams in US hospitals. In the public sector, it would be armed response teams - military/police, close protection teams, etc...Follow the money: Get one investment bank to be part of your beta test and they’ll ALL want to pay up!
Davie large groups of people believe that one shot LFDs are a great idea, they will cost more, and have no digital signature. Multi user requires the affimer to bind and then release on command, and for the sensor area to be made appropriately sterile to accept the next sample (perhaps 24hrs latter), else you'll risk false positives and negatives.
To me bind and release is optimal, but tricky, an acid wash perhaps, as affimers are meant to be quite stake, or dual powered laser and burn it off? Maybe that can be done, but it'll require a machine to do it, so a much bigger handheld machine, or you removing your sensor from the machine, where the person before you may have been positive? Or just have mucky hands.
Technical and practical problems abound with multi use, but the question is what other options are there that give answers in seconds, and can digitally record the answer for short term use? I'm seeing nothing, so it may not be optimal, but it'll do the job.
@justdavie, I suspect you are confusing the Microtox PD which is the pathogen detection unit from Modern Water for wastewater, with the Microtox BT (breathalyser). That was a description of the use of the same chip in a wastewater detection unit that runs continuous.
@Cadbury
Using a modified Microtrace OVA7100 (existing equipment from Modern Water), the Group are replacing the voltometer with a Novel Sensor which includes a laser scanner. A 10-micron filter is added to the current line in, after the existing 100-micron filter, and the modular electronics are reprogramed to provide for the existing robotic arm (normally used for reagent exchange) to exchange the microchips.
The 3,000+ sites that have been fitted by Modern Water, over the last 30 years, whether it's the membrane division that 'cleans' the water or the monitoring technology, that surveys for toxins, trace metals, chemicals or pesticides, are dotted all over the infrastructure of potable, drinking and wastewater systems, around the world.
Wherever there is a viable 'target' i.e. the best place where it is likely to pick up traces of the virus - that is where the Microtox PD is placed. In the case of a cruise ship, one of each unit would be adjacent to the (usually) five sludge tanks in the waste treatment units below deck.
Also the systems is designed so that clean/filtered samples in these environments (down to 10 microns) are deliver as one sample per chip. The chips are not constantly submerged, and they are not multi-use under current plans. So durability is not an issue and there is no issue to go away from.
Agree debs!
Normally trading punters can have significant impact on small caps in this case if a fund is also selling then it is bloodbath as we have seen and I am not too sure if the capitulation is complete yet!
Excellent posts this morning. Given the current market cap, it’s still an extraordinarily attractive risk reward for any investor who is appropriately scaled. No one can blame Helium and no one should beat themselves up for getting overly enthusiastic and buying on a spike. We’ve all done it and will continue to do it on occasions despite our best intentions. It will only take one RNS from the likes of Dell to get most/all investors back in the blue.
I do have one concern: that BT as a concept product that came about because of technical barriers to allowing the installation of real time Covid testing in new and legacy monitoring equipment. My fear is that GB and the team had the aptamers and affimers but that decay or degradation issues mean that very regular replacement is required to monitor effectively- which undermines the whole Covid remote monitoring capability.
If you are replacing chips every day, as you would do with BT, this issue goes away. In short: I’d be very reassured to hear of more progress in monitoring. Monitoring is why I’m here.