RE: Revenue forecast15 Sep 2021 11:13
Starrenstoff - My thought is that a titchy UK business is unlikely to create a global monopoly for the AIHL test. There will be overseas competitors driving out other solutions to the same problem I would imagine? If there aren't then its because the segment is too small and other players see it as too niche and unprofitable to focus on. Indeed, this is the Genedrive problem. They have to find a lot of niches and small overlooked markets to prosper as the bigger boys are focused on larger markets, so its tough to play in this space for sure. Of course it can be done but you have to have a very well defined strategy and be ruthlessly focused that the investments made, yield a decent return. This hasn't happened with the existing products and the definition of madness is to do the same things and expect a different outcome. I do think the MCAP can double up over the next 12 months as there will be progress, but I'll be bailing waaaaaay before 2023. at 78p I will probably write of 20K in 12 months rather than the 40K now. Budd will have to generate interest at some point so expect billy Bulls7T to come good in the spring.