Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Manufacturing ?
Currently no manufacturing constraints.
Prepared for contracts such as the one this morning
Plans for products after antibody tests ?
We continue to innovate. investing and will address needs of the market
How is the progress with France for 2 genes tests ?
It is reimburseable in France
they are basically building up product on the back of meetings that they are having with governments so that when the button is hit they are ready to go. They will address unmet needs in the market as occurs
GM - "We have no supply chain constraints"
can you explain current and future plans for manufacturing etc... today NO supply chain constraints
Q&A time.....
clear that are looking at building the business rapidly with the new cash position - a number of ST and MT targets to be able to do this
In summary to this point and to paraphrase - we have made a shed load during covid, looking to continue and expand this income stream and also acquire further assets to continue to grow within strategic goals of respiratory and transplant diagnostics - pretty buoyant and looking more and more like a long term hold
No point of time when they see this switching off.... no guidance to update on at the monument. They will update guidance in due course. Revenues will significantly increase in the outlook above
Not a one trick pony then!
Diagnostic market could reach $110Bn by 2030.
Plan to reinforce IP portfolio
Strategy to have direct sales teams (could be by acquisition?) in specific markets
Acquire assets in the supply chain to have a better control on it
FY revenue now expected significantly exceed 150mE and EBITDA to exceed 100mE
Outlook for 2020 and beyond..... very difficult to predict. Do feel that very well connected globally. Working very closely operationally and at a strategic level with the NHS
Aspiring to be midcap......vraiment!!!
Not a one trick donkey!
Please tell me that was a genuine translational mistake.
Accretive adds value to the share price
Not a one trick donkey!
and acquisition of additional assets
Looking beyond Covid also
5 year plan with pipeline opportunities to exploit the opportunities. Direct sales force in a number of key markets.
Invest organically, R&D and accretive M&A
Aspiring to be midcap
market is 70bn dollars and growing due to the covid 19 pandemic. very well positioned with strong fundamentals to capitalise on the new focus on diagnostics
Wow! Can't believe that Phase 1 actually worth around £250 million!
Can go up or down depending on how well being reagents are utilised by nhs.
strategy update - they are on the way to become a mid cap company
Nix and Lolo and others great commentaries!