The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
Im not fearful of this share whatsoever, people over reacted in both negative and positive ways.
Airlines and cinemas up 40% and covid plays down 40%? Madness...
Boris just stated at his 5pm talk that we are still a very very very long way away from a working vaccine for the public to use.
Until then, buy these on the dip as they are golden!
IMHO GLA
I see, so if that's the case maybe we would have had an RNS by now if they are using our tests in that mixture of tests
Obviously because no other companies have released official news. It’s called insider information if BBC started reporting on say, CTEA having a gov contract. Not saying they have or haven’t but it will be RNSd first if they have
why are they only mentioning the Innova brand tho ? if they are using a mixture of tests
Here's the right link - very confident this includes our newly Porton Down passed Healgen:
https://www-bbc-co-uk.cdn.ampproject.org/v/s/www.bbc.co.uk/news/amp/uk-54870145?amp_js_v=a6&_gsa=1&usqp=mq331AQFKAGwASA%3D#aoh=16049206916067&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s
Knowing this Govt, I think they will snub BHA/CTEA...too many greasing of palms going on with Boris and his merryband of fiddlers!!
Sooon I believe these guys will land a big deal
https://www.bbc.co.uk/news/uk-54650029
This is CTEA/BHA's for the taking imo….. what are they waiting for
i feel we are maybe days away from news after reading that
GLA
New quick-turnaround Covid tests being trialled in Liverpool could be a "major breakthrough" in the battle against coronavirus, the environment secretary has said.
George Eustice said the new 'lateral flow' test is now available to everyone in Liverpool as part of the pilot.
Excellent post DShox and fingers X that we are at the cliff edge!!!
Absolutely spot on DShox
The potential upside here is ten fold short term, and I truly believe more in its long term.
Still so cheap to buy in - get in while you can
fingers crossed for a government contract deal done in the next couple of weeks
GLA
Good PR.
If peeps look at the Dept of Health England website, Porton Down recently passed the first 3 Lateral Flow Tests - one is Innova's and one our JV's Healgen. These are the only two Lateral Flow Technology swab tests.
Although not clear from the Gov webpage, Innova looks to have passed Phase 3 tests either late Sept or week 1 of October. So say 1-2 weeks post pass, it scored a >£110m contract for Liverpool.
Given Healgen's Phase 3 test was recorded w/c 28 Sept, it passed mid-Oct.
Gov placed the Innova order quickly and without tender, as it can under emergency powers.
What's clear now is Innova's product doesn't work in asymptomatic population and is accurate only when ppl are showing symptoms in first 5 days.
How the Healgen Antigen swab tests performs vs Innova's will be interesting but having said that, our JV's Antai Triple Antibody Test (because it detects the three antibodies that fights the virus) picks up current and past symptomatic and asymptomatic persons - far more relevant than Innova's limited range and key to getting people back on flights. This Antai Technologies manufactured kit is exclusive to our JV and FTSE100 co's have already bought 350k units (before JV formed) and these two co's are now looking at CTEAs COV-ID app.
Operation Moonshot wants to tests 10m ppl per day by 2021 and an initial £12bn allocated. Grant Shapps recently said he wants airport testing in place by 01 Dec and see this being paid by travelers (family member paid £90).
No other company has a holistic, trusted, secure Blockchain backed COVID population monitoring and management platform linked to rapid testing capability and capacity as far as I know.
Both our JVs tests respond within 15-20mins and record the result on the Blockchain and results sent to your phone. Both Healgen and Antai are Chinese and have massive, cheap manufacturing capacity.
When CTEA and BHA call this the "solution to this massive global pandemic", "the solution of the future" and "the JV's growth within touching distance of a cliff edge", I see lots of green flashing lights.
Last and potentially highly explosive cheap COVID stock, which also applies to other areas of course and infectious diseases such as TB, HIV.
Haven't even mentioned the huge opportunity of Afrik-ID in SADC serving c.350m ppl.
If that doesn’t work go on twitter and search #CTEA and scroll down. It’s on last
Can you post a link to the podcast please?
#CTEA podcast just out. Very exciting. They says, “If they release a sales RNS the share price will be explosive.” That’s what we’re here for folks. Guy Martin, CEO has said, ...”growth is in touching distance of cliff edge.” The CEO also gets massive bonuses when share price hits 10p+
Dshox - couldn’t agree with you more. I too have a v substantial holding here and am confident massive things are going on. Why? Firstly the capacity of BHA to produce tests on an industrial scale is huge. They really could supply governments. Secondly, they have the top certifications for the tests. Thirdly, they have the blockchain data to successful track & trace all those tested (and that goes beyond covid). Fourthly, and perhaps most excitingly- Guy Meyer said two weeks ago, “growth in touching distance of cliff edge; solution to this massive global pandemic.” That tells me everything we hope could happen is clearly in the pipeline to happen. Just have to wait patiently as this really could be an absolute monster
Ste, PIs can be easily frustrated. News ideally must be kept value accretive or sufficiently material to accrete value.
Few months ago, Guy Meyer told us the difficult job of building the product and cutting excess cost is done. 3 weeks ago he told us its all about "securing contracts" and "sales, sales, sales", along with BHA's Gavyn Hough telling us BHA had fully focused efforts on COVID.
We also learned from that interview CTEA and BHA have been talking since July/Aug, and in that short time, BHA has supplied 350k test kits to 2 FTSE100 companies that are keen to test the holistic JV solution and that because "we have access to top company level, the opportunity is open and other companies will follow suit".
Both Guy and Gavyn agreed it is "the solution of the future".
Many of us are super confident that large deals are poised to be announced with corporates and governments and once they land, forget NT to buy at 3.8p or 4p, you'll see a multibag first powered by shorts desperately running for cover - these guys are more nervous of a contract landing than longs.
The fundraise rubbish is two a penny on LSE bbs. As Guy said, both businesses are hugely scalable and as contracts land, its straight to the bottom line against a very low cost base where the directors are taking payment largely in shares.
I'm not a decimal point man or a proxy 10% trader. Decent position sizes and wait. Can't buy volume so cheap when the RNSs land.
The BHA JV is crucial and must be getting close - worth listening to https://twitter.com/DShox1/status/1325009548885843969. Guy Meyer and his BHA counterpart very upbeat, Guy talks about being 'within touching distance of cliff edge' in terms of exponential growth. He clearly fields that the partnership will contribute to the 'solution to this massive global pandemic'. Their integrated approach and use of blockchain might be the key to very quick growth and the next few weeks should be very interesting.
Nice big delayed trade from Thursday, hopefully update on bha jv next week.
I highlighted what you have just posted in my post, while showing some positivity
GLA
Hi Stegood. You could scroll back this chat month to every month of last 5 months and hear people say the same thing - 'Hopefully an update soon'. It never comes. I got out of this share purely because of the way they kept their PI's in the dark. They don't release news, dont answer Q's and so the SP goes down except for the occasionally empty P&D. There are much better investments out there where the companies at least tell you what they are up to.
Was that delayed trade of 54k a buy or a sell ?
Gla