Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Agree 100% Hypermarlin .... its a shambles when it really doesn't need to be... imagine how less developed countries are coping... rather not coping!
@BB I reckon testing is very badly broken. My local testing centre at a local sports ground is a ginormous queuing system, barriers everywhere, for cars to wait their turn patiently. Not a soul in sight except the bod with a yellow jacket under the testing gazebo, looking bored. No one there - presumably because they can offer no tests, presumably because all the lab-techs went back to uni. You could not make this stuff up.
Agree Big. Also with WHO confirming a 5 year window of opportunity those with tests now and the ability to deliver them will dominate. It won't be the me-too tests, it will be tests that allow for efficiencies in testing (scale up and implementation), and delivery to more POC locations.
I saw this link showing how Genedrive was used for HCV 'test and treat' - sound familiar?
https://www.insider.co.uk/news/genedrive-university-dundee-hepatitis-c-13662037
Just seen CMO Chris Witty is calling for another 2week national lockdown... i just caught the end of it but I'm sure that's what it said.
Jesus this testing mess must be even worse than what is being reported,.... time to step up DB
Hi Technick,
Yes today an offer of £250m would be a Good offer, and I am sure Danaher are aware of this !
I also believe Danaher will have completed their potential valuation of GDR's Products, and know that to win over GDR they will need to strike earlier rather than later when our SP is much higher, and have to pay much, much, more?
Time will tell, and either way we are all in for a very nice ride IMHO.
i think a couple of weeks from now £250M will seam way to cheap
We'd all take an offer of £250m. If bead volumes are up in the 100k per day (£1m revenue per day) it would be a no brainer for Danaher to move in. They'll be watching to see where the POC test is as it complements their other businesses line. Long term that's the opportunity once Covid abates
Hi Dave77,
I am hoping for a move above 132p to around 140p today, and then onto 150p+ tommorow (FOMO Friday), assuming no Approvals and No BC validation is posted before COB Friday?
Concerned that Intertrader/Spreadex may want to sell more shares as our SP rises, and that this might keep us below 132p close ?
Not feeling so excited about a Danaher takeover, as I believe they will take us out on the cheap, due to our still very cheap SP.
I am sure Danaher have held Board meetings (including management from BC and Cytvia) and discussed the takeover of GDR, as this would remove any differences in future interest between GDR and Danaher ?
£1.50 before news would do just fine, then a stream of RNSs on all fronts globally and voila, you have your £3/4.
Morning all - agree @Technik, and expect many PI’s who missed 1st Covid boom (or who experienced it) and who witnessed but missed SNG rise, would not want to miss out again.
There’s been a few false dawns & long wait, but all the signals & indicators are there (as much as they can be) to indicate a strong and sharp growth trajectory on positive news flow, of which there are many feasible candidates all hiding in plan sight.
Even post recent rise it should be an easy investment decision based on even a small amount of research. Add a dose of Covid market sentiment and GDR is even more investable.
Clearly above applies to II’s as well - not going to be easy to provide those portfolio returns this year....might need a bit of diagnostic pharmaceuticals to liven things up.
#Peace&Plants
I think a lot are under estimating how fast the SP can move!
Any kind of fomo and it will do another 25%..
I remember months back it got stuck at 120-130 for a few days then shot upto 176.
So I'm predicting 162p close friday followed by a RNS monday and open around £2. "BOOM"
It's only a ramp if you havent done research..
The investment choice is simple, wait until news drops in the hope the price will not rise significantly before hand, or invest now knowing that even if it does pull back the business is undervalued based on the expected news flow. Tough call, I should imagine most will invest now since time is almost gone before that news drops.
I think we can break £1.50 before news, volume is back.
What’s your thoughts on today’s SP if no rns? I’d really like to see 140 gone today which would virtually mean 150p+ on FOMO Friday. RNS in my mind can land prob anytime between 7am and 14.30. I mean if it lands in UK first it makes no difference to US, as they can’t buy until the market opens, it’s the same thing. It is not as if there is info out but hidden. Then BC would release theirs before their market opened. Be good to get a II RNS to see who is buying. Hope it’s a good one!
Thing is Dave when we finally get the many RNSs I think I’ll still be unable to sleep!
Everyday since late May
Anyone else sit and wait for 7am.......??