Member Info for B_Positive

Thermo Fisher's shares have shot up 15% this week and the value of the company is now over 200billion....

Let that sink in whilst this is trading at just £10m when it should be £100m+ right now and it would be double or triple that value if listed in the US.

I'd expect one the same time as last year, so early Oct and I reckon it drops around the investor meeting. VRCI provides a trading update in each half.

They sold 591 tests in H1 2025. They sold just 334 for the entirety of 2024.

They expect significant growth in H2 2025, which would suggest they will finish the year selling well north of 1000 tests.

That would mean around 300-500% sales growth over 2024 if they sell 1000-1500 tests which is quite crazy.

Then factor they have only just started the sales ramp up too and are expanding hard and fast.

Also medicare coverage only kicked in end of April too so not reflected in the H1 results at all for the most part.

Just a few weeks ago this almost broke 0.30p.

Since then:

+WCS has announced more silver grades and whilst non bonanza this time round (it can't be everytime) it demonstrated a wide mineralisation across the project

+WCS has began a $6million new exploration, which will build massively upon the last programme, which was less than half this amount, so it is going to be much bigger

+The silver price as climbed up close to 50% since this last was at 0.3p and has broken a serious resistance

+New management has come in, announced several weeks ago, reconfirmed in todays RNS

+Hanc0ck and PGM news overdue and RNS to come

In this silver climate, with the grades WCS has, when this returns to 0.3p I fully expect it to break above and finish the year well above 0.5p+

Getting above 1p+ then 3p+ soon after with Hanc0ck and PGMs in play and being developed.

Absolutely buzzing for the trading update next week and if positive as I think it will be then we will be north of 2p quite quickly.

They sold 591 tests in H1 2025. They sold just 334 for the entirety of 2024.

They expect significant growth in H2 2025, which would suggest they will finish the year selling well north of 1000 tests.

That would mean around 300-500% sales growth over 2024 if they sell 1000-1500 tests which is quite crazy.

Then factor they have only just started the sales ramp up too and are expanding hard and fast.

Also medicare coverage only kicked in end of April too so not reflected in the H1 results at all for the most part.

Due to the shares in issue, but overall they increase

They added:

25 Jul 2025 17:22

Harwood Capital LLP

186390843 shares

vs

01 October 2025

Harwood Capital LLP

193065843 shares

It explains why the price is moving up, there has been large background buying for weeks that the keep getting printed hours or days after the fact.

Next week there is going to be an investor meet and I think likely a very positive trading update, going by the below.

They sold 591 tests in H1 2025. They sold just 334 for the entirety of 2024.

They expect significant growth in H2 2025, which would suggest they will finish the year selling well north of 1000 tests.

That would mean around 300-500% sales growth over 2024 if they sell 1000-1500 tests which is quite crazy.

Then factor they have only just started the sales ramp up too and are expanding hard and fast.

Also medicare coverage only kicked in end of April too so not reflected in the H1 results at all for the most part.

I averaged down today as I saw it as one of my final opportunities to do so under 1p. Good luck to all.

Operational highlights

· Two products now validated and commercially available

· Lead product Tutivia™ attained Medicare coverage at $2,650 per test, covering a national estimate of 68% of all US transplant tests and commercial payor reimbursement applications are underway

· Increasing test adoption: 591 Tutivia™ tests ordered in H1 2025 (334 for the whole of FY 2024)

· In the period the Company reached a total of 21 transplant centres onboarded - representing 10% of annual US transplant volume

· Continued progress with the Thermo Fisher Pre-Transplant Risk Assessment Test (PTRA) license

· Well poised for growth: significant testing volume acceleration expected in H2 2025 and beyond

· Commercial team expanded post period with the addition of two sales people in place and a director of clinical partnerships to join shortly

They added:

25 Jul 2025 17:22

Harwood Capital LLP

186390843 shares

vs

01 October 2025

Harwood Capital LLP

193065843 shares

Heck even at $1 per barrel fk me

3.0-5.0p+

How much is over 7BILLION barrels worth?

Certainly more than what the mcap would be even at 5p a share.

If it shows that then this goes straight to 1.0p+

Looks good to finish the week in the 0.3-0.5 range

They sold 591 tests in H1 2025. They sold just 334 for the entirety of 2024.

They expect significant growth in H2 2025, which would suggest they will finish the year selling well north of 1000 tests.

That would mean around 300-500% sales growth over 2024 if they sell 1000-1500 tests which is quite crazy.

Then factor they have only just started the sales ramp up too and are expanding hard and fast.

I averaged down today as I saw it as one of my final opportunities to do so under 1p. Good luck to all.

Operational highlights

· Two products now validated and commercially available

· Lead product Tutivia™ attained Medicare coverage at $2,650 per test, covering a national estimate of 68% of all US transplant tests and commercial payor reimbursement applications are underway

· Increasing test adoption: 591 Tutivia™ tests ordered in H1 2025 (334 for the whole of FY 2024)

· In the period the Company reached a total of 21 transplant centres onboarded - representing 10% of annual US transplant volume

· Continued progress with the Thermo Fisher Pre-Transplant Risk Assessment Test (PTRA) license

· Well poised for growth: significant testing volume acceleration expected in H2 2025 and beyond

· Commercial team expanded post period with the addition of two sales people in place and a director of clinical partnerships to join shortly

Absolutely not. Still here and firmly believe this will be trading well into the pennies again, as does Harwood going by their big increasing holding!!

So one of the existing TR1 shareholders. Bracco Imaging or Nukem Isotopes very possible.

To be fair it's a very reasonable shout.

Now would be the time to make a lowball bid for the technology that clearly works and has a big future.

Why not. We've seen companies we've assets no where near UOG's level do much bigger moves.

I’ll be interviewing Belinda shortly, but for reference, she played a key role in overseeing the growth of BGC Contracting, a major Australian mining, civil construction and maintenance services company which employs more than 3,000 people.

I wouldn't be surprised if the fair value comes in and is set between 3 to 5p right now.

Yes the cap is ridiculous considering the absolute fortune this is sitting on and with so many boxes ticked this year already to open up the project.

This has no business being down this low

So I think it goes beyond 0.3 given how low the mcap is