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Hank, I disagree, people are having a go at roughly estimating our profit margin based on loosely "quoted" prices of components and production costs, I think it's fair to try and ascertain whether we buy the components or not.
Apologies if already covered, obvs we supply everything for the trials, but do we pay for the Nebs and charge the buyer for the ready to go package? Is that included In the £2000 quoted? Or do the healthcare providers source them themselves?
Matml74, my bad, cheers
Mattml74, I think the Aerogen component is just one part of the Philips neb. Correct me if I'm wrong.
Pmjh, what are you basing that on? Thanks
Thanks Syn, great post, happy friday!
Thread*
Why has this tread turned in to this?
Thanks Tony, what I'm asking is, could the support line be strengthened by the placement price, if there is a big seller of placement shares, they're not going to want to drop the sp below placement price.
I'm just trying to get my head around the price action.
Is it fair to assume, if the seller is selling the placement shares, the selling should dry up for a bit as we hit placing price again?
Nice one Rag, I don't post on here much, too many clowns killing decent discussion, but ive really enjoyed your input over the months. Your posts have given me a real insight into the industry.
Safe Rag, hope to see you back at some point.
Yep, just like your mam.
Royboy, do you genuinely believe that?
Ok so he joined Synairgen in 2004, but before that he was with Respironics ltd (1997-2003) Philips acquired Respironics between 2007 and 2008, Philips Respironics make our nebulizers. Not much but a nice little link.
Sorry, formerly with GSK.
Stacy Cartwright sits on the board of GSK, she's also on the board at Savills as a non executive independent director.
Sorry guys, I topped up this morning.
Oh Org!
One thing is for sure, he can't afford to mess up again.
Hank, Meelie, thanks for the replies, I'm in no doubt of RMs integrity and strategic acumen.
Yeah, immpossible to pradict, way too many variables, but some quick maths of a few hundred of thousand treatments a month, plus a few licensing deals along the way gets us close. This year, next year, I'm in no rush.