Roundtable Discussion; The Future of Mineral Sands. Watch the video 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.
Sold out And moved proceeds into NCYT
Good Luck to ALL on Here
Agree the testing numbers are quite frankly pathetic.
It is literally here.
https://www.linkedin.com/feed/update/urn:li:activity:6714435609311666176/?commentUrn=urn%3Ali%3Acomment%3A(activity%3A6714427174490820608%2C6714435556484419584)
GDR continues to disappoint when it comes to their partnerships. imagine focusing on high throughput labs for your key partner in India to disclose this. pathetic.
Beckman or bust.
Moil got the info from a comment Kanav made on linkedin.
He responded to a question regarding max capacity, stating they could process between 900 - 1000 samples per day.
So 1000 is their capacity at present.
Pretty ****house total output tbf.
Dadsbatty my point is NCYT has a MKT Cap 4 times that of GDR. They have £20M in cash expected to be around £100M by year end.
Are producing 10.00.000 test per month and rising.
GDR has yet to start producing 1000 test per day in India.
And dont forget the end game for covid testing will be the same for both companies.
MOIL Gas chats ****
Anyone using him for reliable information needs their heads examining. Even his numbers are wrong.
Remind me what he said about ICMR coming and he's made calls and all that, was it last week or was it the week before.
TBH if those figures are anything like accurate which to be honest are SFA as far as Covid testing is concerned.
I expected much much greater numbers.
Also Moil has got as many things wrong as he has right
John. I think to compare gdr to ncyt is pointless at the moment, many are here because gdr has a small mcap compared to ncyt and think the rewards could be greater and quicker here.
MOIL
@Moilgas
·
5h
#GDR
DIVOC daily processing capacity confirmed at 900 - 1000 tests per day per lab. Multiply that by 20 labs and we'll have 20,000 tests a day running in Delhi (India) by the end of this year at least!. That's £73 million a year at £10 a test from just one city in India!
Not my figures but the figures from MOIL on twitter who appears to have the inside track.
John,
I think you have forgotten a few key aspects.
GDR SP isnt 400p, its 130p. IF our SP was 400p, and you were comparing numbers fine.
Nobody has disputed NCYT is AIM market leader for Covid tests. By a country mile ill add. Thats why there SP is what it is.
Coming to the second part of my post. NCYT isnt getting to 800p, i think everyone here knows that including you. If it did, that would be a 100% rise from the current SP.
GDR can get to 300p if everything goes well, and im sure you can work out the % rise to get to 300p from the current SP.
where your comments on the charts thread equally as valid?
@john
so you made up some figures to support your view of things?
thought of joining the Tory government.
far to much boll ocks on here today
MOIL on twitter is my source.
Agreed, don’t expect today, not sure I stated that my premature friend.
Although I think they may be below what you’ve stated, but that’s just my best guess based on vols since last Thurs.
PP
Any reason ???
Go away John
Yes agree but GDR are still light years away from getting anywhere near NCYT numbers plus NCYT with their 6 months lead have built up huge revenues and cash pile.
NCYT have been supplying into India for months
I hold both but NCYT is still king covid by a country mile.
Mcorny87
I will be happy when we sell some! The problem is we haven't sold any!
@john
so you know how many machines are at each Divoc testing lab?
how please link source?
A little premature PP looking at volume after today they may have around 500-600k left
andymlloyd - it’s a cracker...love it, exudes positivity!
@John, Add Beckman into the mix.
All eyes for trade ending 949...(highlighted on telegram)
InterTrade last notifiable holding = 1,254,949 Shares left
Made me chuckle