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"flying now"
Sad state of affairs when a 4p rise on the day is considered flying.
Grim
Mate its all good.
"They have already talked to Cvytia about increasing manufacturing capacity we have been told that and they were confident it wouldn't be a problem."
This for me doesnt mean anything, especially as i know for certain DB talks a lot of hot air and hasnt delivered so far. I want to see an RNS stating a contract has been signed with Cytiva to produce X number of tests with a guaranteed increase of X if we require it.
Oh come off it. Do you really think the share price shot up from 10pence to 300p and settled at 110p on those things?
because punter they have taken advantage of cd-19 to increase there profile. Wouldn't you ?
did you know anything about the hearing lose kit or the Genedrive handheld unit and the HEPC test before this?
interesting times indeed.
flying now .
"No punter it was as nearly all diagnostic companies before covid hugely under valued."
If that were true then why have only those working on coronavirus tests risen in value?
Look through the charts yourself
https://aim-watch.com/sectors/pharma-biotechnology/
Hi Shocker87,
Thanks for your reply.
I Absolutely agree .'constructive criticism is always valuable'. I like to read all views.
I was just a bit surprised at your use of the word 'you' in your final sentence '- just that it is very unlikely that 'you' will bag on this now'.
I read this as maybe you do not currently own GDR shares. Thank you for confirming you do, and please do not think I was questioning your general comment, cheers.
No punter it was as nearly all diagnostic companies before covid hugely under valued.
"I dont think anything is priced in at our current level"
Utter drivel. GDR is trading about 100p higher than pre coronavirus. There is a LOT priced in already.
not slaughtering Safy at all just giving a different view point he and I are grown ups and can discuss thisngs as such sam
@safy
why would we employ new people when manufacturing is off site?
why would we move premises if manufacturing is off site (the Genedrive set up is actually very impressive I have been round it several years ago lots of lab space lots of office space and a bit of room to spare)
No sales....you have no idea if this is true or not
no approvals....completely out of genedrives hands they will come when they come
no media campaign.. not sure what the presentation was then? or how much of a difference some posts on twitter have except to PI like us.
They have already talked to Cvytia about increasing manufacturing capacity we have been told that and they were confident it wouldn't be a problem.
they have just employed someone to apply for the "newer markets"
anything else?
BigAl, I have a reasonable holding here though will probably be looking to exit soon. Its ok to be critical of stock you hold!
@Magsy
We most certainly have not met minimum expectations. I think everyone knows that.
No staff hired - the P/T new hire doesn't count
No upgrade of facilities
No sales
No new approvals
No media campaign - Its free to use social media
Cant think of anything they've done that would increase test capacity, allow them to go to market quicker. Penetrate newer markets.
But we do have a good test on paper.
Reckon they covered that in sending out 60k tests.
If the sales dont come following that, we got a serious problem.
FOR THE GOD SAKE, GIVE IT OUT TO THE WHOLE WORLD...I don't know... 100 samples FOC for them to try and test...if and then, they found it to be good as we claim, they would all flock to buy our tests!!!
Been saying that for the last 3 weeks. David ‘let’s wait as long as humanly possible not to give an update’ Budd
The stream of news hasn’t been coming for months. It’s been weeks. Assuming sales start rolling in here, completely changes things.
At the most we will get some approval news only next week. It may take few more weeks to get sales number unless some big order is waiting for approval. What worries me is why are we not having any sales from EU?.
Hi Shocker87,
When you say ' - just that it is very unlikely that you will bag on this now.'
Does this mean ' you do not currently own any GDR Shares ?
A shed load of news due anytime now.....great weekend to all....wouldn't want to be out!
I agree, doubling up from here is quite possible. We just need GDR to start exceeding expectations. All of this debate about early July etc. is happening because we are borderline not even meeting the minimum expectations.
Hopefully July is our month.
Well only time will tell Saint-T
The people sitting on multiple returns are the ones who got in around March and I think an 800% return has been pretty good for them. Unfortunately a stock watched this closely is unlikely to be so significantly undervalued. And this stream of news has been coming for months.... still waiting.
Shocker87 - either you're frustrated or you need to go back and revise your figures.
We have a CE marked product,
We have various approvals all pending
We have a very easy to use test
Approvals alone would take us to 1.40, even im frustrated with this company but honestly i dont think 1.50 is our end game.
Also once this gets rolling people will jump in, I think seeing 2.00-2.20 isnt unrealistic but it all depends on sales, with bare minimum sales i think 1.80. I know people would disagree with me, but certainly not 140-150 like your suggesting.
I dont think anything is priced in at our current level, GHIF converted at $8m @90p, percentage wise we are not a million miles away right now. So if were not happy, they're also looking at dead money, and we all know if this stock lost all sentiment, it wouldnt even keep the 90p, so within a month GHIF would be in a loss. I think they would have reviewed all this in the risk analysis.
Magsy 100% I do, I cant see them getting near the 500p mark they were at before so its relative. The ii that invest millions into these companies dont just do so on the flip of a coin. They tend to get it right far more often then wrong, and have already factored in potential sales numbers. But im not saying there is no upside - just that it is very unlikely that you will bag on this now.
I agree with you upon your 150 prediction on initial sales release. However, you are assuming there is no european 2nd wave this winter.. that's the only way this doesnt hit £2.