Member Info for Ambers235

Row ... for those ducks

Can easy be glass half empty with MHC ... so if we go glass half full

New website ... team introductions cover off work with NHS
Wellness tests now prominent
Quotes from Penny re national rollout
B2C ... B2B being quoted

Surely just a matter of time?
But as someone has said its like watching paint dry ...

I'm still hopeful we can get over 3p with a national launch at Boots and LP. But purely my opinion and not investment advice ...

The tests on H&B retail at £39.99 … have to assume there is a good profit margin in there. Must admit I am getting concerned re our delays, we’ll more frustrated tbh. To keep my sanity I have to believe we are close … surely it’s not just all spin? What would be the point …. I also think they want to raise the SP before consolidation to it goes as high as poss … 15 x 1p or 15 x3p …

It’s both frustrating seeing these launches and encouraging … in that it shows a need is there and big names are getting involved. If this build awareness then great, but … we NEED to get into market and it must be with Boots and Lloyds

The Nov RNS said they have the right to buy back 78m shares. So does logic say … until they have reclaimed xxM then why release good news, i.e they would want SP as low as poss? Or have I just got too cynical? Is there a poss this is being suppressed as a result? Whatever the case it’s highly frustrating right now … oh how I remember the clinical trials in China!

I saw on the sales ticker (appears in bottom left hand corner) at myhealthchecked.com a “general blood test” I clicked on it but came up as a blank page. So hopefully they are testing the website for new product launches? But thought they would have a dev site for that. Based on other observations feels news is coming …

https://lloydspharmacy.com/products/fit-to-fly-lateral-flow-test-kit-with-verification-service?variant=39727299985471

See link
We also sell the standard LFTs direct on our website

Sorry pressed send to quick ... just saying bodes well no1 seller. Appreciate not MHC on Amazon. But demand high

https://myhealthchecked.com/product/rapid-antigen-test-5-pack

100% agree with you

https://www.amazon.co.uk/gp/bestsellers/drugstore/26061227031/ref=zg_b_bs_26061227031_1

For now I am keeping the faith ...

Noticed these are also now on Amazon and listed as a best seller. Not the fit to fly tests though

Personally I'm very annoyed we have no RNS

Interesting article - the fear however is the revenue growth is based on a reaction to Covid and not sustained YoY growth … so it’s giving a false picture of the future

I’m not de ramping BTW

Good news is all wellness tests now back on Amazon, not sure why they got taken down but all good now. We remain on Boots and Lloyds. PCR sales will now be low but the LFTs continue to sell and I expect Dec sales were strong as families tested before seeing elderly loved ones.

Nobody wants to see the world return to Covid. But with MHC atleast we have a business who can protect the nation through affordable at home testing.

The realist in me just can’t see the Wellness tests propping up the business. Unless …

Supporting NHS and GPs … long shot
Getting on the shelves at Boots, Lloyds, Tesco?
TV advertising with celeb endorsement … expensive

My real fear is the level of established competition, but that does also show demand is there

RNS this week IMHO

Weight Management and Heart Profile Tests back …
Market update urgently needed

Such large volume suggests someone knows something …. Good or bad as can’t see if a sell or buy

Been here a very long time … anyone remember MyLotus in China?
So I have seen a lot of change and false dawns …

Now, it’s clear MHC are making huge revenues, but profit margins on LFTs are much lower than the PCR tests. Profit is key … but if we continue to shift significant volumes then we have a steady profit pipeline.

What’s needed here IMHO …

1. Launch of more affordable wellness tests in Q4
2. Announcement that these tests are sold via Boots, Lloyds and ideally Tesco or similar
3. Update on potential acquisitions

The PR here is slow at best. But if there is nothing to say … I’m happy that they focus on building a strong business that gives longevity. But this needs a very good market update pre Christmas. TrustPilot is excellent at 4.4 but all reviews are on LFTs … nothing on the new wellness tests. Also … I don’t see the tests on Amazon anymore? … But on the MHC website when browsing the sales ticker alert showed a couple of sales of the Heart Profile test

Optimist in me … removed from Amazon as new channels wanted exclusive rights?
Or … we’ll let’s not go there

Staying very positive as MHC have proved they can deliver a product into the two biggest high st chemists in the country and provide an excellent customer experience

Must be a buy?
This dropped 15% now back level and I guess going blue. Looks like MMs dropped it to push that trade through. News imminent …

Something is brewing, 2.5m trade just gone through

News Monday?

It’s frustrating … but my view is patience will be rewarded

We now have longevity with Lloyds and Boots, proved we can deliver a quality product that does not drive complaints (basing that on 4.4 TrustPilot). So we a trusted supplier of the two biggest pharmacies in the UK. Big tick.

I see our lateral flow tests (FTF and normal) are on Boots. Are they ours? They are the same ones on our own website …

I’m assuming revenue remains strong or steady atleast with the LFTs … but that’s a very woolly statement. Just need some bloody news!

Ramble over

Lloyds …
Single LFT non travel £1.89 - 9782 sold past 24 hrs
LFT fit to fly £12.99 - 244 sold past 24 hours
Boots …
PCR travel £62 - 48 sold past 24 hours (no sales ticker for multi buys)

So above revenue is £18,488 + £3,169 + £2,976 = £24,633

Then you have Boots stores, Pharmacy first and our direct sales … £35k to £40k a day?
£1.2m a month?

Just observations that we already have multiple products across channels/providers and sales are picking up

I’m also keen to see the revenue coming from the rapid antigen tests that we sell direct online and via Lloyds. Trust Pilot reviews over 7k now and lots look to be from both the fit to fly and normal tests. On Boots - sales steady at c.40 a day for the PCR tests. So if we can add the new product suite I think the future is rosy … GLA