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As we move towards a future Trading Update, possibly later this month or May latest imo, worth reconsidering what the CEO said back in September last year.

“The Group’s return to profit is a terrific achievement by everyone at DX. To have accomplished this during a time of crisis is even more tremendous. This sleeping giant of a business is now awake and we are now firmly focused on driving growth and rebuilding profitability.”

Significant investment in infrastructure since then, new depots, security control room etc + subsequent, upbeat performance results. Directors buying/holding and heavily, personally financially incentivised to move the SP north well within 12 months.

What’s not to like?

Think I last mooned about 40 years ago after several pints of Hofmeister.

Good weekend yourself LL.

Described as COVID Booster? (And retweeted by Scancell)

Interesting description.

Well, we can now dismiss the debate around whether news would come in Q1, or H1, even though Q1 is part of H1. So it’s on to Q2 tomorrow, which incidentally, is also part of H1, unlike Q3, which isn’t.

News is surely much closer, regardless :-)

LL - if it’s positive news, why not?

C7 - must be a feeling like beating the mighty Germans on their own turf, on penalties, despite missing key players and going behind in the 83rd minute. I’m sure you remember it well!

Tick-up’s tomorrow from you please!

Noted that the RNS for COVID vaccine candidate was dated Friday 18/12 ie. just ahead of Stock Exchange shutting up shop for Christmas. As Easter break approaches, surely it simply must follow that we can expect another blockbuster RNS before Friday this week. Easter egg from Lindy! :-)

T-Shirt on. Rabbits Foot in hand.

Agree Pianista. Clearly nothing there to materially change anything. Seems we are range bound right now and only news will change that. A Trading Update in late April would be good and of course tangibly positive for the market. Holding strong.

You didn’t answer my question AB and that’s because you simply don’t know who our most resolute strong holder is, even though you named one individual.

Having established that fact, moving on!

One shareholder (who you identified by name) is proven “our most resolute strong holder”.....

How do you know that??

There is of course another “perfectly valid” scenario and that is to not look to trade at all.

I think this is known in the game as Holding Strong :-)

PS. I accept that is a strategy perhaps outside the explicit context of the discussion but a valid scenario all the same.

Flashback from that Thomas Moore / Sky article on 14th Feb. Condensed version.........

The prototype has already passed pre-clinical tests and will start trials in volunteers within weeks.

The vaccine is due to start early-stage clinical trials later this spring, funded by Innovate UK.

Cobra Biologics is already producing batches of the Nottingham vaccine to test production and prepare for the trials.

I make 14th Feb 6 weeks back tomorrow.

T-Shirt back in the weekend wash.

Nice tick-up ahead of Tuesday Results.....

The debate was whether Q1 was actually in H1 and also whether going on holiday in June, was during the Spring :-)

One more week and we can erase the first point from all minds and on the second, no one is going on holiday anyway!

None of us know what news is coming, when and in what order. To provide an alternative viewpoint on the lack of recent news, I would much rather have that silence, than be reading a procession of RNS with no materiality to them at all. Each to their own of course and investment decisions made accordingly.

See EKF Twitter feed for full article.

Penarth-based EKF Diagnostics, a healthcare company which also has sites in the US and Germany, is actively working with the Forum to identify how mass workplace antibody testing could be used as a tool to allow contact centre teams to safely return to offices.

EKF Diagnostics’ sales director, Martyn Lewis, explains: “Antibody testing provides businesses with a cost-effective option to encourage staff back into offices with the peace of mind that they are extremely unlikely to be infected with the virus.

“The test is a two-step process. Firstly we use a lateral flow test (LFT) that uses a finger prick blood sample. This test provides an initial screening to quickly identify who has and who has not got Covid-19 antibodies. We then take a second sample to screen those with a positive or indeterminate result with a test called SeroKlir. This test is performed in laboratory and was developed in New York by the Mount Sinai Hospital System. It has been tested on 80,000 people and is very reliable.

“The result of the SeroKlir test is a quantifiable figure which shows the level of antibodies a person has. Quite simply, the higher the antibody level the better, as antibodies provide a reaction that is the same as that which someone would get from a vaccine. The tests will help identify asymptomatic carriers and will also show just how effective a vaccinated person has been in producing antibodies - not everyone reacts the same way. Because antibodies decline over time, businesses should test employees every few months to ensure that levels remain high.

“A regular testing programme will allow companies to identify who has antibodies, set up new ways of working and, if necessary, refine their social distancing procedures.”

Mr Lewis added: “The testing process we are discussing with the Forum’s members is significantly quicker and less expensive than PCR-based COVID testing that is carried out in a lab, and is much more accurate than the imported lateral flow tests for COVID antigens that are being considered by the UK and Welsh Governments.”

So since your post on 12th March then Ports, the number of Ops vacancies has doubled from January ie. 150 to 300. Some attrition in there for sure given the nature of the beast but find it hard to believe that the rise isn’t heavily biased towards growth. Of course we don’t yet know what that will mean for the bottom line on the balance sheet.

Confirmation of the Glasgow Depot opening and therefore no change in the expansion plans previously communicated - all good. Trading Update within the next 6 weeks is very likely in my view.

Scancell/UoN remain 3rd on the Pre-Clinical list (and 1 of 15 on DNA platform). You’ll see that a couple of runners and riders have dropped off the Clinical list. Appears to be last updated 16/03. The 3rd placing is perhaps not significant given different platforms are grouped together.

https://www.who.int/publications/m/item/draft-landscape-of-covid-19-candidate-vaccines

Surely there has to be another on the list.

Thou shalt issue a minimum of 3 posts a week with a mandatory sign off of “Holding Strong”.

Even when you’re not.