Murad Ali Shah
?
@MuradAliShahPPP
Follow Follow @MuradAliShahPPP
More
Govt of Sindh, under an arrangement with Indus hospital, has imported 10,000 COVID-19 testing kits.
11:04 am - 15 Mar 2020
Note the use of the word kit not test.
https://twitter.com/MuradAliShahPPP/status/1239145365271609345
They’re selling into Indonesia. Pop. 260m...
https://twitter.com/megtirrell/status/1238409909374521345?s=21
CSO and CMO said yesterday likely cases x10 official figures. Also peak 10-14 weeks away. Also CSO said this morning that it will be back in October after Easter peak. Case for NCYT is they will sell another 3.5m tests with current raw materials and they are upping capacity to 2m/month which you would therefore assume they expect to sell. You don’t hire in extra manufacturing capacity for a month or two. Likely 8-12 months to cover current case load and October return. So that’s 25m tests on top of Feb update. Also rest of business benefiting as customers see the rest of their offering. No debt and now extremely good cash flow. Distributors can’t restock fast enough (see Meslo tweet)
https://twitter.com/onlinelabsupply/status/1238368127953653761?s=21
Which means they’d sold out. Next rns will be nuts
compared to the rest of the market it's done well lol
Only passenger flights from Shengen area. Freight still allowed.
Very , very conservative sales would be £20m. A conservative P/E for this type of company would be 10 (most pharmas have a P/E of x20+ but I am being conservative!). That gives you a MC of £200m discounting the rest of the business (which is also doing well off the back of this.
No they don’t
It's one country. If thy've sold into just 20 countries (it's more) that's £15m.
Wow
https://twitter.com/mausaeus/status/1237106934014189568?s=21
https://www.reuters.com/article/us-health-coronavirus-usa-testing-idUSKBN20Q35U
Grupo Bimbo, biggest baker on the planet use d2w already and will use d2p. They’ve had a relationship with #SYM for years and are one of the most ethical and sustainable companies around
https://grupobimbo.com/en/ethisphere-worlds-most-ethical-companies-2020
https://grupobimbo.com/en/Grupo-bimbo-bakeries-usa-commits-sustainable-packaging-plastic-reducing-company-wide
https://grupobimbo.com/en/grupo-bimbo-responsibility-social-business-sustainability-innovation-technology-biodegradable-packaging
Also on that last announcement those numbers were post period so not reflected in #SYM’s last set of results.
https://twitter.com/proactive_uk/status/1232713960102780928?s=21
I know for a fact they have