Ceiling for the time being?30 Sep 2020 19:44
When you look at the amazing contract news yesterday and the antibody announcement and the relatively muted response, you've got to wonder if we're reaching a ceiling (for the time being). Whether we end up with £100m profit year end, £150m or even £250m, the market is likely to continue to ask the question - so where's the revenue coming post-covid? Do you agree?
I hypothesise this not as a deramp, but as a warning to short-termers hoping to double there money in a week and get out. The company will get the chance over the next twelve months to show what the future looks like and where they'll be say three years from now. If you believe that the amazing work the company have done this year can be mirrored across the wider diagnostics market, and they pull it off, then this company in a few years time will be worth many billion pounds.