Member Info for Andrew4444

"I notice BR is still on the books. Is this a matter of pride, embarrassment or could something be brewing ? CB hinted at this in his last interview. I actually believe the latter as he could have shelved BR along with the others but chose not to."

I think that could be a matter of pride. BR going south would be a massive blow to his credibility more so then any other failures.

Of course it may be that he does see value in it but keeping it doesnt necessarily mean that imho

I'm seeing a lot of green boxes so I know who is back.

From reading the replies it looks like the time honoured trope of "its a conspiracy and you are all working together to bash the sp" is being wheeled out.

If anyone thinks this will do well in the near future then I would think any other group bashing the share should be welcomed.

It then gives the optimists a chance to buy at a cheaper price !

So it;s surprising that they would want to be critical of this supposed negative approach !

I assumed it was under other income

As long as its being recorded.

I was slightly concerned that not everything was in order... (cough) if you know what I mean.

Thanks

I had never heard of Thermo Fisher Scientific before

This is the size of the company. Dare I say this appears to be massive news and the SP should respond accordingly?

"Thermo Fisher Scientific is a massive global leader in life sciences and scientific infrastructure, generating an annual revenue of $44.56 billion and maintaining a market capitalisation of approximately $190 billion"

"To date, the Company has received all of the consideration due to be paid by the Buyers amounting to US$7.50 million in aggregate"

Could others (James?) who have a better understanding of accounts show me where our manica income is recorded in the accounts?

$3M income a year should be easy to spot but I can never see it in any of our accounts

Slacker

I admire your tenacity and determination to keep talking this share down in the onslaught of continuous good news !

Truly commendable !!

"What is Thermo Fisher bringing to this collaboration?"

Answer From AI

The collaboration between Genedrive plc and Thermo Fisher Scientific Inc. establishes a high-throughput commercial pathway for pharmacogenetic testing, specifically allowing Genedrive to develop and deploy its Genedrive® CYP2C19 HT Kit on Thermo Fisher’s widely used QuantStudio™ 5 Dx Real-Time PCR laboratory platform. The partnership impacts several strategic and clinical areas:

1. Market Expansion into High-Throughput Laboratories Historically, Genedrive has focused on decentralized, point-of-care testing platforms for emergency medicine. Partnering with Thermo Fisher allows Genedrive to access centralized, high-throughput laboratory networks. This broadens their commercial market, making their genetic tests accessible to large hospital labs and centralized clinical diagnostic centers that process thousands of patient samples daily.

2. Validation of Genedrive's Assay PortfolioDeveloping an in vitro diagnostic (IVD) test specifically optimized for Thermo Fisher’s QuantStudio™ 5 Dx system serves as a powerful validation of Genedrive’s chemical and technological design. Leveraging the global scale of a major clinical instrument vendor like Thermo Fisher Scientific elevates Genedrive's reputation and commercial reach.

3. Accelerated Personalized Stroke Care The CYP2C19 genetic variant dictates how effectively an individual can metabolise the common antiplatelet medication, clopidogrel. By putting Genedrive’s CYP2C19 test onto high-throughput laboratory platforms, medical teams can rapidly screen larger cohorts of stroke patients. This ensures patients who are "poor metabolisers" are quickly identified and steered toward alternative, life-saving therapies before standard prescriptions fail.

I think we should get the calling notice for the AGM next week?

That should be held in last week of July. If so, I expect so get some updates re SK and Amghas in the next couple of weeks just before AGM? CB will want throw the crowd some Red meat before he faces them. No more updates for another month would not look good, esp for SK due to the previous timelines given.

I hope the turn out will be better than last year, when no one admitted that they attended !

"If this is not submitted before the end of July, it would be concerning!"

Agreed.

Agreed also, the massive investment by DN gives me confidence that all should be fine...eventually.

My concern is more to do with FDA approval time lines.

Path way should be clearer in next 2 months?

I really hope its this year but we havnt even had the submission confirmation.

I would be amazed and delighted if final approval was this year.

We'll see.

Looking at AI, it appears from FDA submission to final approval in real world timescales it takes on average 10 months -+ / - 2 months

So probably mid 2027 approval assuming we get confirmation of submission in next 1 or 2 months

Hopefully income keeps increasing so the money doesnt run out before that date?

We may not miss the boat, in fact could be serendipity of timing .

1 Change to anticipated Fed rate rise over next 6 months is reason for copper price fall.

2 Then 2027 Likely fed rate fall in Q1 / Q2. By end of 2026 Copper price likely then to be climbing in anticipation of fed rate cut in 3 to 6 months .

3. If as usual CB time scales drift, we could get SK production confirmed by end of year / Early 2027, then 3 to 6 months of ramp up.

4. Start of SK production just as copper price start to climb and keeps climbing in Q1 and Q2 2027 as we keep ramping up SK production..

"Didn't he have placings for ten times that and this is what's left allegedly."

Reminds me of the quote

"How do you become a millionaire in AIM?"

"Easy. Invest a billion !"

... The article implies he's brilliant !

Https://theextractormagazine.com/wp-content/uploads/2026/06/Extractor-Magazine-Vol-4-Edition-65_19-06-2026-print.pdf

"Why does this not seem to be taken as seriously as it appears to me it should be ?"

I've made this point at the time. In any other walk of life these guys would be charged and a police investigation under way. They seem to be treating it like a kid stole some sweets from a shop and they need to put the sweets back, be very sorry and promise never to do it again.

Hopefully the 1.3p price will be a firm base to build on and we wont see a slow slip back due to a news void.

We will need RNS confirmation that production has started at SK to move this to the next level IMHO . The roast PR paid promotions wont cut it for many.

I think we will get that news this year but not sure when? (Yes I know what was said in the Roast interviews !)

PS

(I wish I hadnt stuck more in at 6p but alas I believed the hype !)

JDAU

Did you not read anything I have written?

I admit I got caught up in the hype like everyone else, so I am not denying that. I have admited I was a fool to believe the CB hype.

Maybe you could learn from the past and stop believing everything the company says.

You really lack any sense of self awarness.

Yes, you are back on filter. I can't be doing with your inverted logic.

As I got mentioned in despatches by JDAU so I thought I'd better see what he was saying about me.

I used the phrase about him of "inverted logic " and he has just proven the point, again.

1. You could look back at what anyone was saying back then and it was consistent with my views so I was not an outlier. It was a typical view held by many.

2. My views were in response to what CB was saying in many interviews. Yes I was a fool to believe him like everyone else.

3. When the facts change I change my mind, and that why I, like so many other LTHs, are now sceptical of CB's forward guidance. I've learnt my lesson.

We've all leant our lesson, well not all as JDAU still seems to be believe what ever CB says, hence he keeps using the mantra "but that's not what the company is saying"

JDAU has just proven why you shouldn't believe what CB says so has proven my point of why I'm sceptical of the companies forward guidance.

All that time and effort to trawl back so many years to do what ? Prove why I'm right to now be sceptical of what CB says.

He tries to attack me but doesn't seem to realise he's just undermined his own position of consistently believing what CB says.

As I say, inverted logic.

HZ

Alternatively, when the share price was very high during BR days, I hope some arnt kicking themselves now for buying more because the constant ramping on this board was suggesting the share price would go even higher.....before the big fall.

Just saying

Alex terry has increased his holding from 60m to75m.

He's either a HNWI or represents a corporate investment.

Either way, he seems confident enough of the future to keep increasing.

https://xtractresources.com/investor-relations/significant-shareholders/