Member Info for GLR1990

How does the Argentina market work, and why do they not pay $1 per week like Mexico?
Says Affiliate revenue, any idea why there is such a change in the business model?

Oulton is that definitely the case?
So it is definitely $1 per sub per week, so they are making $10K per week right now ~$520K per annum with no further growth?

2 weeks ago they said they had 7800 subs, so they are adding ~1K subs per week
11/12 weeks left this year so lets just be safe and say they end up with 20K subs from existing territories, which would be $1.04m per annum

Is this just from Mexico (and Argentina?)

Wish this company would announce some solid financials
Put some actual support in the SP

Excellent saliva antigen test
Excellent antigen spike test
Excellent antibody self test

Among other deals etc.

Until then it'll continue to spike on hype and fall when traders get bored or feel it has given too much

Turned into a bit of a disaster this, for investors...

Hopefully the results are bullish and we can start to venture back north

Lock in periods ended now? Going to wait for a very cheap top up rather than rushing in

Cant read it, anything of interest? So its been passed on now from NRW?

Wow $10, incredible profits then, even if the price crashes back to the 50's (in X months) they are still printing money

Markets are spooked at the moment so understandable that people are taking profits where they can and likely keeping some cash handy, however with every spooked market the money usually moves into those generating cash

Real Q is how long will prices remain high - a year, 6 months, days, weeks etc.

In the 2008 energy crisis it took about 6 months for the price to retreat / crash from the top, the parabolic spike actually lasted 9 months, so in theory 12 months+ of high prices, even when it settled it was still double from where the rise began, so likely looking at 40+ for the next couple of years as a base case IMHO but could be wrong

Thanks for that Ted
So at todays price (140 euro) estimated x 30 days ~6m euro a month?
Any ideas what the margins are likely to be at these prices, would assume 90%+

Would be nice, or are we expecting it post 19th?

Thought this was old news but it's just been announced by Vatic, I posted earlier saying this might just be the BioSure news from July re-released, but now official
Be nice if they mentioned actual deal sizes, they seem to have deals already lined up as per the sectors they mention "The unique technology is CE Marked and MHRA registered for professional use across the UK and the EU and Vatic is currently working with retail, transport, manufacturing and hospitality companies to deploy its technology" however the big Q is how many, thousands or millions?

Also another development was not aware of
"The test is registered in the UK and EU already, and a clinical trial is ethically approved and ready to begin in the US to seek emergency use authorisation there, with multiple other geographies in the export pipeline across Asia, Africa and South America"

And finally

"Vatic has developed a new class of covid test that is the most specific on the market (99.9% Specificity). This gives it a very low rate of false positives - 0 in their clinical studies so far"

I've bought back in, might get spiked but was one of the lucky ones to have bought a few in the 30's and offloaded on the last rise to the 80's

ABDX now has a very promising antibody test, an extremely promising saliva test and Avactas TT to come so I'm happy paying £50m MCAP here providing what Vatic are saying is correct and their own hype is justifed

GLA not advice as never know in this game, dont want anyone getting spiked so DYOR

https://www.vatic.health/news/vatic-announces-manufacturing-partnership-with-abingdon-health

Frank not sure you understand the marketing angle of this?

Yes they are the worst rated team on FIFA, which as TPT points out, gives them legendary status on the game - in real life they're not that bad (7th in the Irish league so clearly not the worst)

However, what everyone doesn't realise, is whenever someone goes this team (the hardest challenge on any tournament is to go the worst team right?) everyone will see the Guild Logo as the sponsor

Also... when GILD announce their FIFA22 team for competive e-sports, they now have a kit on the game that they can use

I think its brilliant marketing, not going to fundamentally change the business but overall its a great, savvy move if I have to comment on it

Hmm very interesting indeed, the manner in which HZM have conducted themselves e.g .very calm and not diverted from 'end of September' suggests to me they have the offers on the table already, and that may be the case?

In other words, we have offers we are happy with, unless someone can submit a better offer by 30th Sep, we will go with X and Y etc.

Certainly comes across that way and if so then the deal should be very favourable, I am just not sure how you can conclusively state funding will be done by end of Sep (which they have said multiple times now and even tweeted it today) and then announce a delay, surely you have what you need on the table or is that not right, would that be sensitive?

For anyone clued up here more than me, what type of deal would be a jackpot scenario and what type of deal would be disappointing?

What are we thinking here folks?

Those 6 weeks they were open, figures aren't too bad?

Made what £7.7m in 6 weeks, only going to increase now as we 'get back to normal' - FWIW I dont think there will be any further restrictions

Q is the bottom line but they appear to have paid back £500K of debt in the RCF so thats a positive, can't quite figure out what the cashflow or profit was in those six weeks, will have another look but they say cash generative and profitable

James Bond out next month will surely boost the figures further, mini boom on the cards?

Thought id do a post here as Omega seems incredibly close now to fulfilling its potential

So the announcement was around 3pm yesterday afternoon

At what point would the UK GOVT call Omega and tell them to start producing the SureScreen tests? 4pm?

What we know
- SureScreen has passed and been approved, this is the first soverign test
- ODX are already assembling this product
- ODX have a contract to provide upto 2m tests per week (unsure of the margin but lets go with 30%)

The annoucement pretty much certified the above... but as investors we want certainty so we await the official RNS

If this was old news (it wouldn't have been published on the GOVT website)

If ODX were simply pouching only and not producing... that doesnt make sense as we currently have an LFT shortage and the contract was for manufacturing not to mention ODX has GOVT equipment

So I really dont see, how this can pan out any other way than
- ODX start manufacturing upto 2m tests per week as soon as TT is complete, if it is already complete then from tomorrow or next week

Lets see - I think the strength in the SP this morning says it all, traders will jump out but nothing has changed just because there was no press release at 7am, ODX have remained quiet on twitter and they are usually quick to put any rumours to bed

A negative would be a lengthy TT process, but at least it would provide certainty, e.g. no production for 6 weeks, be nice to just start producing from next week and get the revenue flowing

We will see, but again I dont see any a scenario where ODX are not producing millions of tests at some point in the next 6 weeks

Morning all, been a while

Pretty good update, CFO (Igor) deserves some sort of award

Seem to have accessed sufficient support, via grants (which I am guessing are not repayable)

Key statement 'Board believes the company has sufficient liquidity for a further 12 months' - quite incredible management

Another key statement, which at £2.7m market cap with increasing SaaS (albeit marginal, still increasing) 'pipeline is at an all time high'

Quite a lot to look forward to in H2
- Polaris release of the new EV ranger via Zero, will we be part of this deal?
- Lokies DHL contracts and further reach via name drop / award
- Lower margin Helios being replaced with higher margin products

only $25K loss on the hardware, if/when that becomes profitable we could seriously re-rerate

Again amazing from the BoD to take the financial sacrifices, ~$6K a month

Can buy under 0.8p, again with no dilution for the foreseeable (according to the RNS) I will be taking advantage (Not advice)

SaaS may come in ~$2.3/$2.4m this year at current run rate, CropX still seems to be going strong (no mention in the update, or any mention of zero either, which is a little odd) - noticed a new partnership with Pepsi Co Mexico recently

Feared a placing, 2 years with no dilution, microchip shortages and costs increasing (20% for some components) revs down, somehow Igor has found a way to keep the company running and the RNS states no cash fears for another 12 months so I tip my hat once again to the BoD - they also estimated $2m revs and it came in at $2.25m so a nice bonus there that I did not expect, they must have got some orders from somewhere

Wont take much now, single decent RNS or contract and it'll do 100%+ in a day

Would be nice to see a string of contracts RNS'd even if they are $100-$200K, and updates on CropX and Zero, if/when they announce news, need to get the twitter account going again and get some RNS-R statements out - get the PR and updates going and the share price will be back above 1.25p+ very soon

Not bad results them at all for a £2.7m MCAP company, definitely has that 'multibagger' potential, especially with DHL and Lokies exposure and a pipeline at 'ATH'

As we know its all about newsflow, see some companies RNS-ing contracts with hardly any value (when they dont mention it) Sound like a broken record but would like to now see the newsflow and PR upped as they could have a really good H2 coming up, start well and finish strong

Good luck to the team and BoD!

Agree Awax

Come end of September (or sooner) they will have
- ABC19 test pending tier 1 orders in several countries, accompanied with a new scoring system
- CE marked Antibody Self Test with excellent Se/Sp (exclusive worldwide manufacturing agreement)
- Worst best Se/Sp Antigen Test via Avacta

That is some weaponry going into the flu season!

You should not be posting here if you do not know the difference between a professional use test, a home based lab test, and a CE marked self test

Now if you can show me another CE marked self test with 99% Specificity and over 98% sensitivity, fair enough - but please stop posting home based lab tests and Elisa Tests/Kits as an alternative because that makes you look foolish

Lets see how we do today, good luck all :-)

I'd really like to see us back at IPO price, 96p+

UT is a trick by MM's who 'may' have large orders on the books

By putting a trade though late at 60p, when the SP was 66p, they can open the books tomorrow at 66p and the stock will show 10% up vs what it should be, which is 0% or flat at 66p

So it may tempt a few to book profits, or put off buyers because the share price suddenly opens at 66p (10% up) when in actual fact is it not up 10% because the ask into close was 66p, they just made it look like its up 10%

That way you can put off buyers, maybe tempt a few sellers and get your 'order in' a little cheaper

In theory anyway... good news they may be expecting another high volume day tomorrow so playing the games

I dont normally get involved with it however as it might retrace tomorrow, who knows - well actually the MM's will know if they have orders in for £1m+ so actually, yes should open 66p tomorrow and push on into the 70's as buyers likely not finished (fingers crossed)

By the Beard of Zeus

Considering the SP couldn't hold a fart in the last 3 months no matter what we RNS'd, todays rise suggests large players who maybe sat on the side-lines waiting for entry or a staged entry, have basically said F it give me everything you got sub 60p