Member Info for flushfrank

It would seem even if we developed a magical flying unicorn it be hard pressed to move this SP more than 10%.
Hopefully the July sales numbers will be out early next week & up on the £22m of June. Not worried about cash in the bank as can clearly see we are reinvesting back into the business on a 3 year plan.
Also the allusive US numbers, can land anytime. No idea on the size but again is still all revenue/profit.
Disappointing SP reaction today seeing how low our MCAP is. Hoping for >£3 finish & new base line to move up from

Will be remembered as an absolute bargain in a very short space of time.. imo.

The RNS is like visiting a carvery ....”what meat sir?” ....Ummm..just give me a piece of everything

Was it used at today’s webinar ? (Didn’t get opportunity to see it) or is it still on ice for future news ?

Apologies if answered previously but didn’t pick it up on the many threads.

Although would love it to be more, agree with Usain. Is an educational piece to expand our exposure to a new & large market. All good for the company.

Titled ‘Myth busting‘ would be very weird of GM to use to give company contract/ financial data.

Will be out at 5pm, hope they record & publish for review.

Not the SP.
If we can obtain some long term fixed contracts, then the market can factor in earnings & then apply a PE ratio. Plus the additional earnings as a bonus.
If you compare our MCAP against some other Covid SP’s (some yet to make a £1) there is a huge scope for re-rate. Quick matrix below for guidance
@70.62m

1. £200m - £2.83
2. £250m - £3.54
3. £300m - £4.25
4. £350m - £4.96
5. £400m - £5.66
6. £500m - £7.08
7. £600m - £8.50
8. £750m - £10.62
9. £1.0b - £14.16
10. £1.5b - £21.24

Showing Mexico City ? Must be the Jack Taylor piece linking the Spanish translation.

RNS tomorrow?

https://zoom.us/webinar/register/WN_hSapTlehRBmX8QcNc_aBnQ

They have tweeted it. 5pm - 22.07.20

Is testing us all today, with a sea of blue in Covid stocks , to see this red is disappointing to say the least. I would have expected to see at least +8-10% today.
I can only think the difference is the dual listing & the french not as enthusiastic as AIM?

Really happy for the LTH in SNG. Have endured the same pain as we have, so pleased they have been rewarded. Also reminds all how at any time, one RNS can change everything.

Value will prevail in this I am certain when comparing revenue, & profit to MCAP. Just need to land some long term contracts & a big sales number for July. I anticipate our ‘time’ will come soon. Aug & Sept will the mega months. GM will want SP as high as poss come sept when bonuses are compiled.

Keep the faith, sentiment will return. Land the US RNS, could potentially be transformational

Stand correct it’s optigene & goes to a lab in Surrey

Living here, just 10 mins from Primerdesign actually, is looking good to be us conducting?
4 week trials in progress. Could be massive & rolled out nationwide.

BBC news

Good summary K
Exciting to have so much in the pipe line + a min of £22m sales pcm.
This should be hovering +/- £4 not trying to break £3

Antigen test & isolation is the key. Antibodies test requirements looks to be dead. If can switch to fully focus on antigen be okay. Upped my stake in NCYT until these are ready for market

Just come to the company with millions in stock, manufacturing capacity in place to meet demand & independently verified as the best test in the world.
Here to help

What date does the £5b UK tender process end & when do we believe the winning contracts will get reported ? Presumably not on NDA’s

Sorry ..being lazy but know someone here will know

Seeing them too. Some saying anti bodies for only 3 weeks?

Would rather be invested in NCYT than ODX currently.

Anything to do with HEMO ?

Okay we didn’t hit £50m of sales for June as most including me expected, but £22.5m isn’t exactly too shabby.

With millions in revenue being generated & H2 looking stronger, I keep looking at this MCAP & seeing it extremely non representative to achievements + sales

Just hope the market see this soon too.

Okay is not at the 60 as some have predicted so getting mixed responses, but that is still huge & most importantly growing !!

Compare us to our peers vs their market caps, vs actually having a test vs 100k of sales vs testing actual s*it as of today

The market needs to apply the correct P/E ratio to this value the MCAP

I’d be happy with a ratio of 10 (half avg pharmas) = £5.66 / £400m