Member Info for Ambers235

Yeah agree I was being punchy … I’d be happy to see 3p with the RNS and then as you say interest should arrive

Im looking forward to the new products RNS … hopefully sold via Boots and Lloyds.

On Boots 41 PCR kits sold in last 24 hours … I can’t see the sales counter on Lloyds?
Still a good solid revenue stream. Trust Pilot 4.4 which is excellent.

Would love a positive launch RNS and 5p +

Good luck all it’s been a long long journey with this one …

Fingers crossed for this week

Trust Pilot = 4.3 excellent, +5000 reviews, last one 35 mins ago
Boots.com = 20 sales last 24 hrs, just on individual tests
Lloyds pharmacy.com = Fit to fly LFT … sold out (again) … good if demand high, bad if distribution issue
New products = launch in April now confirmed

Revenue from 2021 will exceed forecast given by.£2 million IMHO.
Crude crude math for illustration … if we sold an average of 250 PCR kits a day across all our channels … direct, boots online, boots stores, Lloyds … that’s c£6m a year and doesn’t account for LFT … crude so don’t hammer me … but is a 250 average daily amount that unreasonable? Considering we were doing £3m revenue mid year a month?

So if PCR/LFT can give us c.£4-£5m a year and act as our cash cow then we focus on NPD. Aware that steady state means covid testing remains. We would all rather covid ends when you look at the bigger picture

GLA
MHRO (My Humble Ramblings Only)
DYOR

I am hopeful for a RNS this week on 2021 Q4 financials and future product strategy

Boots.com … sale ticker only shows for single tests, averaging around 30 a day. Most people travel in couples, or families so healthy sales here
Lloyds … sold out online of our Fit to Fly LFTs and at home LFT test kits

Very confident Q4 and 2021 revenues will be above forecasts given by Penny. The key here is new products being stocked by Boots and Lloyds. TrustPilot remains excellent at 4.3 with 30+ reviews in past 24 hours. Personally I’d be upset if we did not cement long term deals with both suppliers. Remember our partnership with Boots goes back to MyLotus / Concepta days so this relationship is well over 4 to 5 years now - search MyLotus on Boots.com for a touch of nostalgia.

MHC has proven they can deliver a credible product backed by exceptional service.

Been here … must be 6-7 years now, seen it all … but I think we are now in the best position we have ever been in. DYOR etc IMHO … good luck all especially LTHs … if anyone remembers China hospital trials give me a shout back for Eric!

Where the SP goes … anyones guess …. But the product is selling and NPD promised

Ambers

The Boots website only shows the sales ticker for the individual test not the bundles. Right now it’s 40 sales past 24 hours on the individual test. But just think of the couples and families buying up the bundles! We are also on Lloyds now and again with some good bundle offers.

Worth noting that easyJet also point customers to Boots as a trusted partner … https://www.easyjet.com/en/covid-19-travel-hub/covid-19-testing-providers

I personally think we are back to over £1.5in sales a month when you factor in the above channels, Boots shops and our own website.

Brilliant point about the volume of TP reviews, speaks volumes. Our TP score is excellent which bodes very well for word of mouth, loyalty and recommendations.

Good luck all, especially those that remember clinical trials in China with Eric!

Boots.com... 98 sales in last 24 hours. So that remains encouraging once you add in other channels. Today's investor presentation needs to show a clear timeline for new products/revenue streams. GLA

Good news ...
100+ sold in past 24 hours so all locking great

https://travelweekly.co.uk/news/air/easyjet-collaborates-with-boots-for-covid-tests

https://www.easyjet.com/en/covid-19-travel-hub/covid-19-testing-providers

Q3 is going to be a transformational update … can easily see us at £1m revenue a month just from PCR testing (that’s just an average of 500 kits per day). Break that down ….

Boots.com … consistently 100+ a day
Stores … 500 of these
MHC direct sales
EasyJet app and online messaging

All IMHO … DYOR … good luck all

China fertility trials seem a lifetime ago!

https://www.independent.co.uk/travel/news-and-advice/pcr-test-travel-buy-online-b1858240.html

Nice bit of coverage
Boots online remains at +100 every day
Roll on the massive Q3 announcement

Exactly Davand. Those factual sales equate to £ millions in revenue. Boots 100+ daily then 500 stores … Q3 update is going to be huge. I will have another top up tomorrow.

100+ a day on Boots.com consistently
The 500 Stores ... unknown
Own website ... unknown

RNS stated ... covid test sales are expected to have a material impact on the business. Even if we assumed a daily average of 200 across all the channels then over 5 months that’s £2m ...

Personally I’ve topped up at this price and will now mothball them and wait for Q3 ... if you are after quick profit I get the sells, prepared to wait then I think it will come good. IMHO.

Exactly ... Q3 update will be huge. Just a waiting game now, that’s all

Past
Concepta ... focussed on fertility market and a potential challenger to ClearBlue. Re branded MyLotus and a deal made with Boots to sell the product c.2 years ago. Even had a try at launching in China ... clinical trials showed 99% accuracy of the kit to lab tests ... but product never took off. Failure likely due to culture differences in doing business and cost of product.
Present
Company re branded to MHC but still backed principally by Mercia Tech who formed Concepta. Using historical relationship with Boots would have aided the deal re Covid PCR. It’s still a massive strategic win however - 100+ online sales a day is consistent steady revenue. This type of revenue is ground breaking for the business.
Future
PCR testing demand in the balance but logic says it’s here to stay until Technology comes up with a quicker/better solution.
New products for home testing should also be available at Boots IMHO this year
Q3 financial statement - IMHO will show revenue of c£1.5m - £2m (conservative- as also 500 store sales to factor in) from PCR test sales this calendar year which will transform this business if they can get the full product suite into Boots and other key partners.

All IMHO and DYOR
Been here from the very start

100+ every day ...
The maths and data is all we need here

Lots of debate here
Let the math do the talking...

Online Boots ... 250 a day is a reasonable assumption ... so £6m revenue a year. Transformational

Boots now consistently just states 100+ sold in past 24 hours
I think that number in a few weeks when travel, prem footy etc more clear will be +250 ... annually £6m ... add in shops then Boots sales alone could be £40m revenue annually ... assumes a steady daily volume of course. But let’s say £25m ... and that’s just one product and one partner.

Would be interesting to know the next financial update / AGM ... can’t see the SP moving significantly until such time or another RNS re contract win etc, product launch ...

But all looking good IMHO ... just a waiting game

Boots sales ticker 56 today ... was 70 yesterday when I looked ... personally I think 100+ by next weekend

Absolutely spot on LondonMarket

Green list out and Portugal is going to be busy
Boots sale ticker ... 57 sold past 24 hours ... can see that at 100 next week

TUI have been very cute here and grabbed some lovely free advertising. In their market sector they simply had to to do this ... they target budget holidays for families. We are not wholly in this space ... people booking Euro city breaks, long haul trips with flights booked direct and Air BnB apartments etc ... then there are sporting events, musical festivals for people with disposable income. Lots of people have been saving money on no commuting to the office etc. There is plenty of opportunity for Boots ticker to go +200 a day within 2 weeks IMHO