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.
Sage publish that coronavirus is mutating and killing patients quicker than first wave. This mask is needed now more than ever https://www.mirror.co.uk/news/uk-news/coronavirus-mutating-patients-dying-quicker-22897987
If I can get my modest top up over the line under 1p on Monday I’ll be ecstatic!
Hope we can all open or add under 1p on monday. Friday's news not sink in yet. Potential is mind boggling.
RNS
https://www.londonstockexchange.com/news-article/BRH/update-on-pharm2farm-s-covid-19-mask-project/14729767
states P2F has developed a coating for textiles which incorporates its proprietary nanoparticles to give textiles long lasting virucidal properties. The first application of this technology has been to coat a fabric layer in surgical masks and produce a certified antiviral (including COVID-19 and Influenza) mask for use by both healthcare professionals and the public.
So this technology applies not only to face masks but to textiles! How about surgical gowns??
How much did UK Government spend on 400k useless Turkisk gowns earlier this year???
https://www.theguardian.com/world/2020/may/07/government-confirms-400000-turkish-gowns-are-useless-for-nhs
https://www.dailymail.co.uk/news/article-8294955/amp/400-000-emergency-PPE-gowns-flown-UK-Turkey-USELESS-sitting-warehouse.html
https://www.express.co.uk/news/uk/1279035/coronavirus-uk-PPE-shortage-turkey-plane-covid-19-outbreak-latest-news-NHS/amp
No pricing?? Assuming £25 per gown, then £10M may be reasonable! How much would you pay for a gown with an antiviral layer, which kills covid19!
OMG, this could be massive!!!!
Unique technology and low Market cap!!!!
What a combo!!!
Luckily, invested at BRH at the moment!
Will be opening position in RMS Monday!!
GLA
Bamb
5 November
TLM
Thanks we are likely to both be after any shares that come up.
It may possibly follow a similar pattern to Friday. Inevitably there will be sellers taking a decent profit.
An initial surge for shares it the open followed by some profit taking.
The think is even if the shares go up 20% the mcap of the company is still very low.
Although I would not want to pay it I think anything below 3p is a good buy in because when this company blows What mcap would someone put on it.
I am not experienced enough but if things take off what will it be worth?
That's the day the fireworks go off lol
5th Nov
Another thought that seems to have been missed. One of the reasons I went to RMS over Braveheart is because of the "group" accessibility to technical expertise. It's all very well having a new innovative product but if you can't manufacture it yourself you immediately lose potential profit options. As we know RMS were very intelligent and have a controlled plan for manufacture which is great but one thing that interested me more was that "if the Covid killing material" was proved and accredited the application for it would be immense and to be able to apply the material to many other scopes requires technical understandings, and this is what RMS have in abundance . Not many company's have both capability's but RMS have both in my view so for me it's a no brainer now that the product has met the International ISO levels. I can easily see soon after the mask line production starts that the material quickly gets applied to other scopes, air conditionings and alike. Whooosh. GLA
TLM
Anyone know when the acquisition is official?
1509, I think it's going to be near on impossible to get these on Monday now that the cat is out. Wouldn't be surprised to see an opening price of up to 1.2-1.3 and as the EMS is still really low there is not much chance of getting that many in one buy unless we see a few of the normal day traders offloading at the higher price, so I'm dropping all my other responsibilities on Monday morning and focusing on filling up the car, the house, the suitcase, both boats and any other space I can find with any RMS shares I can get. Already dumped a load of other stocks loss making or not, even transferred some funds from a long term account :)
Good luck to everyone, lets get wich :) GLA
TLM
TLM unless you already are, I think the way you have been adding to you holding I think next week for you.
I need to decide on Monday if I raise more funds by offloading my beloved ODX shares.
FSA15
depending on how things go you might be right.
Starbuck911, perhaps you need to consider a premium factor for the unit price, anantiviral mask (four layer (ply) mask) should be a premium mask with a unit price more than £2.50!
From https://www.lse.co.uk/rns/BRH/update-on-the-pharm2farm-anti-viral-mask-project-ukmcg17oh8k1ft5.html
the comment by the BoD is that:
"In the event that these tests do not provide a satisfactory outcome, the production line will be used to produce conventional surgical type masks, which P2F believe could still be produced on a profitable basis."
That to me is your £2.50 standard unit price.
So I think the P2F unique antiviral face mask which can kill viruses, including COVID-19, does indeed demand a premium!!!!
Interesting!!!
On a lighter note, interesting article at
https://www.theguardian.com/world/2020/oct/02/the-most-common-ways-were-wearing-face-masks-incorrectly
LoL!
The Sharps Designer seems to be a fan of, 'The tickler' and, 'The earring'.
Rather a good Guardian article, as far as errors in wearing face masks is concerned. I can think of a further error, which is not fitting the mask properly, so that excessive volumes are leaking around the sides, but I expect there are many others. Then there is the error, when putting the mask on, of touching the front of the mask with contaminated hands. It was useful to include the 'Holey-moley' as a problem.
Now I come to think of it, the whole process of mask use can be broken down into steps, each of which can have errors:
* Mask purchase: buy a mask from a vendor that is likely to be reputable and buy a mask that has recognised certification FFP2, N95, KN95 - although maybe KN95 is dodgy as the Chinese manufacturer self-certifies, which is not the best.
* Fit to face: a single mask type may not fit all face shapes well, so maybe try several types.
* Putting the mask on errors: there is the error previously mentioned.
* Using the same mask for too long.
* Re-using masks: when there are shortages people will re-use masks and there are multiple errors: re-using a contaminated mask; and re-using a damaged mask.
Ah yes, I would be interested in buying BRH masks, if these are available and work to at least FFP2 standard.
* Incorrect mask storage: the mask is placed on a contaminated surface prior to use or, after use, a contaminated mask contaminates a surface.
Who would have thought of the complexities around a face mask?
Hopefully, an anti-viral mask may address may of the shortcomings highlighted!!
GLA.
1509, don't you mean this time next week Rodney :)
TLM
*this year
This time next year Rodney
P2F received test results from two independent laboratories confirming that the mask has a ‘kill rate’ of over 90% for up to 7 hours,
meeting requirements for ISO 18184 certification which is awarded to antiviral fabrics proven to deactivate over 99% of enveloped viruses.
https://www.**********.co.uk/articles/braveheart-investment-s-investee-firm-p2f-to-launch-covid-19-masks-by-end-of-year--f4c5db3/
Great article in the mail.
5m masks a month by year end. If they are marketed at current market standard of £2.50 a mask with only a 50 percent profit ratio that's 75m a year in PROFIT.
Currently RMS has a market capitalisation of a mere 6.69m
But this is where it get interesting if we price in just profit at zero multiple ratio that equates to a SP of 9.75p. Yes 11 times current SP.
In addition a PE ratio of 5 is normal for the industry that's 50p a share .
However can we extrapolate EBITDA for P/E ratio.
I think we can with vaccination only likely to be 50 percent effective ( according to medical research with flu vaccination). I can see a market for this type of technology for many years to come.
Also the uses of the technology cover air conditioning and other forms of PPE.
Strong buy
Learning from NCYT for me is to look at sales and hold for gold!
Novacyt sold their test assay and went on to multi-bag. Holding the share brings multi bag potential.
Need to invest here Monday as RMS moves more on the face mask development than BRH.
BRH have a covid19 test which is fast, sensitive and specific.
Will be holding for gold in both from Monday!
GLA
Absolutely awesome to get publicity for the mask. I’ve been in since day 1 Strat Aero days. Unfortunately I invested a bit too much in the early days. Averages are 1.2p and 4p. I promised myself I wouldn’t put any more funds into this. However, the last couple of months have been immense. I’m finding it really hard not to put some more into this. Seriously considering liquidating some steady income stock and use the funds to top up here! Just hope this doesn’t spike too much on Monday until I’ve executed my trade ;)
The mail article states
"The dream of every investor is to stumble on the golden undiscovered company just before it rockets in value.
And while the coronavirus has been tumultuous for markets, it has also turned a slew of obscure companies into stock market darlings in months – or even weeks.
An investor with £1,000 of shares in Novacyt at the start of the year would now have nearly £92,000. Someone with a £10,000 holding would have close to £1million.
and right next to the article it mentions the Anti Covid 19 Mask. aka RMS!
What a tip off !
mentioned in the mail ! Missed rms but people will pick it up !
Braveheart Investment Group rose after a company it invests in developed a face mask that kills Covid-19.
Pharm2Farm's mask is set to go on sale by the end of the year, by which time it is also due to have a production line making 5m masks a month. The textile coating, which embeds virucidal nanoparticles, has a 'kill rate' of over 80 per cent for up to seven hours. AIM-listed Braveheart, which is selling most of its stake in Pharm2Farm in November, rose 6.1 per cent, or 2p, to 35p.
https://www.dailymail.co.uk/money/markets/article-8873579/MARKET-REPORT-Novacyt-turned-10-000-nearly-1m.html
https://twitter.com/Pharm2Farm_org/status/1319929822525722624
https://twitter.com/Pharm2Farm_org/status/1319927238775742468
"EXCITING TIMES "
I purchased NCYT at 5.5p sold at £2.25 .
My full holding here stays ....
Let’s get wealthy!
Roll on next week
EM
Morning gentlemen what is the general feeling about the share value when we finally are manufacturing
Investors seeing this besides ncyt huge rise is sure to get a lot of interest race for available shares on open imo