Member Info for Bushmaster

I will come back to you too idiots tomorrow - I will be speaking to the Slovenia JAZMP, via my contact in the goverment - You are stating the company is full of shxt- which means they don't have a EU-GMP licence - The reason I say this, Poker has stated their is no licenses given out in Slovenia for THC medicinal grows - That is what you said - Which for a fact I know is BS as a seed house from the Netherlands is there, and I have been there numerous times, that is one example.

UTRS - Really - You telling me ANA grew GWP? Because if you are, considering I am several others headed the team to supply GWP, I want to know the names of the people?

They do not have a license to grow from the Home Office - I know because I know - They can grow CBD. Just because you post a BS article does not mean its real - It even states IF - You do know in the last 22 years, yes 22 that only two licenses have been given out by the Home Office, GWP and NL, which actually falls under Jersey.

In the article it states 40 Hectares - You got any idea on what this would cost - I will give you a clue, North of £50 million. Any idea of staff costs, min 3 million year.

As for 2000 square feet, which is tiny, £300,000K would not cover the full set up - Expect another fund raiser - FYI, you got any idea what 2000 SQF would produce in flower? How many cycles? I can tell you, not a lot - Lastly, flower is NOT sold in the UK, THC oil is - Go and do some research into extraction and the costs, and what a poxy amount of oil that would be produced off a set up like that.

Lastly, 300,000 plants - Do you even think that is possible in the UK, what planet are you circling - Even GWP, after 22 years trading, just been bought out for 7 billion plus produces 120 tons.

Don't tell me I am talking nonesense, I know exaclty what I am talking about.

WTF has gone on with the board today, bizaar.

UTRS, these guys don't have a license to grow THC/Home Office License.

This is is CBD play, you can't grow high grade med cannabis in the UK under poly tunnels, I can 100% guarantee that.

JAdam, on your post to me - That was not the point of the exercise - Omega have already stated why the 6 months figures where down - The point was to cleary illustrate how CK could possible get to a price point for the LFT - You can never get away with the GP%, and because that is all we have, along with some info on Innova, and the balance sheet from 2019/2020 (pre Covid).

You are asking a hypothetical question when you say we must look at the 'income'- Yes I agree for an overall business, but we have Covid figures with reduced income, second which is the crux is we have no idea of future income, as we do not know what a contract (s) look like for Covid related products.

The numbers you have stated are correct, but due to Covid and the whole business gearing up for Covid products, in some way they are pointless - It does not show the real picture, ie: gearing up for Omega to create product (s) that where not on their radar last Feb/March 2020. When you actually think about it, its remarkable what they have achieved in less than a year, and if if was not there would be many manufacturing.

Just go and look at the money that is going to Global Access Diagnostics, its frightening - That should tell you and everyone else who has lost faith what the end goal is, Soros Fund Managementare are not idiots, go and look into them and who is behind this.

https://find-and-update.company-information.service.gov.uk/company/12558218/charges

But we have the GP % of 64%, 2 years in a row - So, in this instance to work out a price point, we can only take a contract amount, be that 100 mil, 1 billion and use the GP%, because its been constant for two years, without Covid.

We also know NCYT is 83% GP (I haven't check myself) - I would suggest, due to reduce earnings in the first 6 months, CK will up his GP by 10%, maybe 15% - If that is the case, that makes any contract a lot more profitable.

Here is some meat on the bones.

The gross profit margin in pounds is calculated by subtracting the COGS (cost of goods sales) from total sales revenue. To figure the gross margin percentage, you divide the pound by total revenue.

Lets say Omega get:

500 million contract - Omega has a 500 million revenue and its COGS is 200 million, that is a its gross profit margin is (500 million - 200 million) = 300 million - Dividing this result by the 500 million revenues equals 0.6 or 60 percent GP (gross profit). This represents the company's gross profit margin percentage and shows that the company keeps 60 percent of its sales revenue after paying its COGS, or the costs to produce its products.

I use this example above because its a fact that Omega’s GP % last year was 64%, so the COGS must be 200 million (+4%)

So, if its stays at 64% - I have called it 60% GP for the example then its a fact that Omega will create a profit revenue of 300 million pounds - if the GP % stays as it is, 64%.

You can now work backwards, if the contact is 250 million, the profit revenue of 150 million pounds.

To sum up - CK will want to, IMO, not mess around with his GP % as he has fixed costs in place on his balance sheet - So it has to be a fact that to work out his costings, he knows as a min requirement he needs to maintain his current GP. Plus, there is no way he will work that close to the bone - The nearest comparison is NCYT, I think from memory it was GP of 83%.

Regardless of what the cost of product is, parts, packaging etc its imaterial - The GP% of 64% must be maintained - Now you can argue he can reduce his GP% down to compete, but why? Product is in demand, WHO has already stated a world wide shortage of testing due to issues with manufacturing.

Plus, he has shareholders he needs to keep happy.

Something to pull apart and think about.

Another fact we know, the GP% is 64% - That is very good - Why would CK want to dent his GP %, on last years figures due to costs he can't affort to - Costs have gone, more staff, more toilet roll!

Here is the GP % on the accounts - https://twitter.com/MarkBushmaster

Once you know the exact cost of the end product, the GP market must be a min 64%, otherwise the business model fails. With any luck CK will want to push that GP% up to give him some wriggle room

Manufacturers and wholesalers typically seek at least 15 to 20 percent profit margins on products. However, some industries such as cellphone or pharmaceutical industries enjoy high profit margins that are sometimes well over 100 percent.

https://smallbusiness.chron.com/average-profit-margin-wholesale-12941.html

Thought I would post this up seperatly, looks like the J post is turning into a train smash.

Here are the actual figures on the balance sheet March 2020 - https://twitter.com/MarkBushmaster

From memory I think a further 62 staff added since April - add 25%, which takes the total wage bill to 7.7 million.

If you look at Feb 20th tweet, you can see the asset numbers - worth keeping a note.

The bottom line is the net margin on LFT's are not known, not for Omega.

Here is a NHS official supplier:

https://www.primarycaresupplies.co.uk/innova-sars-cov-2-antigen-lateral-flow-rapid-test-kit-box-of-20/

25 tests of Innova are £145 = £5.80 a test + VAT

You can't pull their books, Innova Medical Group Inc was founded in the USA on the 20th March 2020, but we do know Xiamen Biotime Biotechnology make the product.

If you take the cheapiest MOQ, £5.80, you would suspect Innova wholesale price is around the £4. mark - From what I have read, mark ups on Medical Devises are 20/30%. Bear in mind Innova are not manufacturing, Xiamen Biotime Biotechnology are - So there is a margin already in place for the manufacture, then Innova place their % on top.

https://www.cleverleyassociates.com/wp-content/uploads/2018/05/W2018_SFP_Welch.pdf

One thing is clear, Innova are charging out and are not shy to do so, they are not working to the bone - There margins look blo-ody decent on the face of it - Bear in mind Virgin Atlantic had the contracts too pick up the stock from China, that is on Bidstats, FOB from China so zilch freight costs - Another saving for BJ to buy from Omega.

What will Omega charge? Who the hell know's, but I would suspect they will have more than one price list, A, B, C (C being the highest price) If I took a punt, I cannot see Omega/CK charging less than £3, still cheaper than Innova, plus CK has all the other USPs we know about.

Loc123 - They are 100% our masks - You can read the content on the link Jarv posted.

Archie2001, I am sure in 5 years it will be worth the wait - There is no doubt this share will go up and down, when it goes down there will be some great buys to be had, with-in in year you could get yourself on at least 500,000 free ride if you get it right. You are on the right path, do some research into THCV - There is one USA company listed you will come across, they are going to change the ball game with this cannabinoid.

I am on 1 million - I want another million - I was in GWP from day 1, I have spent 25 years in the cannabis industry, the good, the bad and the dam right ugly - I can tell you more or less what is going to happen with this company, but I am not into ramping and I don't want to come across as one either - But IMO, this company will do very very well for anyone who takes a 2/3 year approach, there is some much going on in the industry. The big money will be made on year 3, that's 2024/25 - Seems an age away, but that is when this will turn into the real deal. Obviuosly, DYOR, this is purely my thoughts.

Fourfiguresbull, that is poor, maybe you can get a bit lower, cheer us all up with your wisdom. You should print that post out and look back on it, not one of your finest moments.

That was Elton, Bowie did Like a Rocket Man - Either one will do us fine....

Here is a decent vid on stop losses, picked it up from another BB. Worth a view if you are not familar with the workings of the market.

https://www.youtube.com/watch?v=DISjoYzCkLQ

sledgey121, got you, thanks, that makes a bit more sense.

RegulatorUK, thanks.

Thanks Tec, never realise that - Why would 30% of parents be concerned over a test for their kids, I don't get that.

Will that equasion be the same for the Vaccine, 18 to 40 years - I presume that is the age group with kids at school.

sledgey121, are you saying the parents have a right to say yes or no to be tested twice a week? Or is there an age, 16+ can make their own decision?

H-hi, there is your problem, MGC currently is not a CBD play. Its in the long term business of medical cannabis, with a natural product on the market with the Covid buzz around, good move to generate some cash, and all being equal the repeat orders will pour in - But its not CBD.

greenhighlander - You would think after reading some of the garbage on here this morning that S4 were a mickey mouse outfit. I think S4 are going to do very well, number of branches, plenty info on the companies history.

S4 outlets

* Barnsley – 17 Middlewoods Way, Barnlsey, S71 3HR
* Birmingham – 26 High St, Sutton Coldfield B72 1UP – CURRENTLY CLOSED
* Cambridge – Unit 13B, Dencora Business Centre, Nuffield Road, Cambridge, CB4 1TG 
* Cirencester – Estate Farm, West Lane, Kemble, Cirencester, Gloucestershire, GL7 6AB 
* Harlow – Lobby Office, Westgate House, West Square, Harlow, Essex, CM20 1YS – CURRENTLY CLOSED
* London – Lower Ground Floor Office, 109-111 Fulham Palace Road, Hammersmith, London, W6 8JA 
* Manchester – Office 21, 2nd Floor “The Building” HQ, Clippers Quay, Salford Quays, Manchester,  M50 3XP

Partnership with Virgin - https://screen4.org/virgin-atlantic-passengers-pre-travel-pcr-testing/

Virgins Partners site - https://flywith.virginatlantic.com/gb/en/news/coronavirus/covid-19-testing.html

S4 charges for a PCR - https://screen4.org/product/covid-19-pre-travel-clinician-test/

Stats for Virgin flights, can't find any info on 2021 flights, but you would expect in the coming weeks and months for flights to get back to some normality.

https://www.statista.com/statistics/309373/virgin-atlantics-uk-passenger-numbers/

The question is - Take your PCR, and by the way we also offer a test for when you are away on your journey, how many would you like?

https://screen4.org/product/finger-prick-antibody-test/

£52.00 for joe blogs and his concubine.

B2B - I doubt very much that is the price. They have some nice exposure - https://screen4.org/sectors/

If you are the director of S4, and you are eating your porridge, mulling over the B2C - Do I take out a few adds in the national newspapers over the weekend, do I get into bed with one and they get a % slice of sales (free pass on an ad campaign) - With £52 as a starting point, free P&P can be offered, maybe I will do a buy 1, get the second half price. Maybe with my margins sky high and I got a pair of boxers for my birthday with a steel ball image on front, I go straight into a TV add campaign, maybe C5, don't need it high key, the PR after effect will drive the press to pick it up.

Options, terrible thing in business.