Member Info for allah4uk

Yes Deas, a good broker note would certainly encourage a rise of the SP.
I'm thinking +1€/£ on that note would be fair, and say +2€/£ once the antibody test is announced - and if our partner is a major brand name.
That'd bring it in the region of 7€/£ by the end of October. Which'd be excellent already.

Mind you, this is not the SP that I'm objecting to, but *the timeline* according to which we'll supposedly cross the 8€/£ mark.

Daddylan, if it happened due to some extra-bad corona situation - in the span of a mere month from now - then it'd be an unsustainable spike. Like we experienced back in April.

A solid 8€/£ by next January seems much more plausible to me.

"more than £8 by the end of October"

This can only happen if we land a mega contract. Otherwise this is called a fairytale.

Pretty sure Valneva didn't kneel as nicely as Sir Kneel Starmer, zo.

My understanding is that the 5bn tender has basically been replaced with a 100bn one.

Some guy on Bourso speculated that their respective antigen tests had oddly similar characteristics.

Well, Graham and his team certainly have both the financial means and technical expertise to work on it. As I said in the past, I'd be extremely surprised if they didn't at least have various prototypes.

And the timing of these new releases would be interesting. Why launch new Microgen products in the middle of the pandemic, when by their own admission : "During H1 2020, the Company’s protein diagnostics business, comprising of Lab21 Healthcare and Microgen Bioproducts, was significantly influenced by the COVID-19 pandemic and saw a reduction in global demand for its products. "

But if you look at the flu tests they're currently advertising on Twatter, well, they're not even home tests. IIRC and as I understand it, these are to be performed by an operator (e.g. doctor, pharmacian perhaps). They're not approved for saliva usage either.

So no, I'm not actively anticipating that these new tests will be corona-related. Prolly some "boring" ones.

Whilst I agree with your sentiment bruv, we did learn amongst other things that the serologic test will be released earlier than expected. That, to me, sounds very good !

Yeah Prop, speaking about the devil... !

I'm starting to give more credit to your dot connecting game. Could still be a coincidence, but regardless, it sounds like a pretty positive news. Even if they're looking to borrow additional funds.

Yep, that's a crowded market. Our new winter test should help reduce competition by a good bit, zo.

I'm all for joining the dots, but many people are bad at drawing.

"Exclusive : Lighthouse labs sought help from NHS England to analyse community swabs"

https://www.theguardian.com/world/2020/sep/15/private-labs-unable-to-process-all-covid-tests-nhs-email-reveals

Mhhh... wonder how that bodes for us. Hopefully Dom and his Tory team will double down on the Lighthouse labos. That's a golden opportunity for him to further the NHS' privatisation, anyway.

Surprised to read about the "snitching" controversy in Blighty, really.

Over here the population is too savage and woke to report issues (you're being called a nazi if you do), but I thought you guys have much less qualms about that.

GDR will deflate rapidly if they don't have an RNS, since it went up on literally nothing yesterday - pure speculation.

But I hear you bruv, it's indeed disheartening that speculation is being rewarded over concrete actions. And it's not only AIM, just small caps in general. ALDRV went up almost 30% for not much that I can see, same for ALGAU a few days ago.

A re-rate will have to come eventually, contingent to sales figures being released. The upcoming months are going to be equally frustrating and exciting. It's a certitude that this management delivers - we just don't yet know to which extent.

I could be wrong, but maybe Graham is counting the US OEM's output in that 20m figure ?

Which would put the transatlantic production at roughly 8m units per month.

Nah bruv, 200k * 100 according to my understanding.

This seems relatively legit, zo it'd be good to have a price comparison with other multiplex tests.

At any rate, it gives flesh to the related RNS : "The test panel is expected to drive significant incremental revenue for the Company."

Great initiative B2H, thanks for sharing.

Of interest is : https://www.icenidiagnostics.com/news/flu-or-coronavirus/
"Dr Berwyn Clarke, Chairman of Iceni Diagnostics, says that the company is on plan to deliver in the New Year, a 15-minute test that can provide an accurate diagnosis."

Someone with a Twatter account could ask @Primerdesignltd if they're working witch Iceni Diagnostics. (Rhetorical question of course)

WHY DO YOU WRITE IN CAPS ????????????????????????????????????????

The antibody test could help us bump the end of year revenue, zo it's hard to say by how much.