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I think alot of the problem with the SP being where it is now and not rising on anticipation is due to all the rocket emojis, "wouldn't wanna be out of this over the weekend", "design freeze imminent", thirty minutes after the UK-RTC was put together.
It was over hyped at the wrong time and now people are bored of hearing it. DF should move us but I don't see the big changes I once did immediately. 75+ and I will be happy now.
Dibs hasn't lost any credibility in my opinion.
I think anyone who raises a point that doesn't suit the agenda of people on this board is instantly de ramping, we have seen it time and time again but uncertainty is understandable.
I too don't like we now only have a guaranteed buyer for only 20% of the capacity rather than 100%, as was thought before. If that doesn't add uncertainty then what does? I would prefer to be having the majority if not, all of capacity on the lateral flow test produced with the UK-RTC. I beleieve that it would be a better margin and a more secured payment process. Maybe I am wrong but things have changed and that's just fact. I hold and will continue to do so but can see he has made valid points.
I don't think DF is priced in yet, but I am not sure we will get the instant gains I thought we would before (100-120p), I hope to touch the 90s but I'd be happy at 75+. I think the newsflow following DF should be more regular than it has been building up to it.
Still see a good future ahead for us holders, if that many tests are sold we are quids in 100%.
We all know why our placing has happened. Off the back off that, if our production capacity will increase more than 18%, therefor giving us 18% more sales, more money, closing bigger contracts etc then it will have little effect on where we were before? So pound for pound it COULD theoretically still work out the same profit margins for us P.Is?
Does anyone understand what I am getting at, or am I sounding soft?
Dibs,
I do appreciate you taking your time to give your very unbias analysis.
I completely agree with you regarding 9th June RNS. I found myself finding more questions than answers from the RNS. I didn't like where the mologic deal was going and that it would be taking up room in Alva. You make good points on wording within the RNS and I will take that on board for my future of investing on AIM.
It could take a hammering if we do not receive DF inside of june and you could possibly get in lower than 40, depending how far you are willing to take it. But you don't need any tips from me, let's be honest!
Thanks again.
Good luck!
Me too, I second that. Apart from the believing twitter derampers. Majority of them jumped on a band wagon for cheap shares. One person was right imo. But hands up, I was wrong too.
I was wrong for starters. Hands up.
I understand from what I have read that the RNS is good for longevity. Raising money for the upscale, so DF is surely nailed on?
I would be interested to see how Dibs sees this. Not that I base any judgement of my own off someone else, clearly as I brought more shares in the noise yesterday and continue to hold. But I do respect his opinion as a PI.
Not to worry, we are all on the same team.
It was only a laugh!
GLA!
Calm down Mayas daddy, I remember my first beer.
Sell my shares? You must have mis understood me. I brought more today!
I'm saying it's convenient how we only have one full week left and every de ramper on twitter cares enough to be posting its falling to bits today. (it clearly isn't!)
We have one full week of trading left in June and all of a sudden everyone who isn't in ODX knows it is falling to bits and we should all run for the hills?
Zzzzzzz
The only reason these people would "help" you out by telling you we have an upcoming placing is to get your shares at a discount rate to have your profit!
If we have 7am placing RNS tomorrow, I still wouldn't believe they knew about it!! Waffle!
I dont suppose it makes all that much difference in the long run.
Sound future here.
Good luck!
I will be joining too, happy to wait for a better price. Solid long term.
P. Unit = Keyser Söze!
Personally I think £10 is realistic. With cruises cancelled, the only thing driving this was the idea of the economy re opening and people jumping in with FOMO.
That will fade I think, people will take profit and hope to re enter lower. Great long term investment but I will happily wait for a better price. If I miss the "boat" then so be it.
Elon.
No insult intended. Nothing here is on a personal level for me I assure you.
I can not add any further to those matters I highlighted because we simply do not know. We do have uncertainty around those. Eva being told to sell his/her shares because he/she doesn't understand something, when no one else understands fully is the problem with the boards.
Anyone who has a genuine question is a deramper.
Between us we have a good idea whats going on.
I look forward to finding more out over the coming days.
GLA
Elon.
With all due respect that doesn't answer the questions. That's very little more than your opinion on where things may be. Which most will be in agreement or we wouldnt be invested.
It doesn't clear up anything with the Mologic deal as he was wondering about. With margins changing as we are now selling to the African market rather than the UK as origionally intended to make profit. The third world was supposed to be mologics side of it as they are non-profit.
It doesn't clear up why we are using alva site to accommodate production of mologics tests with likely smaller profit margins when the expansion up to 500k per week was to keep up with demand for our main reason of investing which the UK RTC?
I am in no way a deramper and have been in since 19p.
But everything isn't as clear as you have made out imo. Uncertainty is understandable and shouldn't be branded deramping. Isn't a few questions what the BBs were designed for?
GLA.
The RNS stated that those 5 different test would be manufactured within Cambridge and Alva. I did wonder if they are now using some of Alva for mologic deals, wouldn't that hinder how many we can produce with the RTC because I assumed they would already need to expand to keep up with UK demand alone. Never mind not even having the whole alva site to dedicate to it..
I trust what CK has done will be benefitial to the company as he has said this route will generate more income.
More questions have been raised from this RNS as apposed to answers imo.
I continue to hold confidently and look forward to thing being clearer.
Until they get left behind