RE: This mornings presentation22 Jun 2020 14:13
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%.