The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
How many tests will this facility be able to handle before it becomes overrun?
Who do you think is supplying the testing kits to PHE?
https://twitter.com/keya5000/status/1223912737283223553?s=21
False alarm. PMSL ROFL.
https://www.gov.uk/government/news/coronavirus-public-information-campaign-launched-across-the-uk
That’s just out HMGov directive.
Note this section;
“ The UK is extremely well prepared for any potential outbreak of an infectious disease – we are one of the first countries in the world to have developed a test for the new virus”.
@primerdesign tweeted on Friday they are in talks with Multiple NHS trusts.
That leads me to make a very easy assumption that the NHS-UKGov are procuring kits now.
No way would it have been in that directive if they had not got the access to the capability
Deleted tweet said they are in talks with ‘multiple NHS Trusts’
Fjones. What a bell end.
The company said themselves in since deleted tweet that they are in talks with several NHS Trusts.
This quick test is key to the UK reaction. And wether we get it or not significant orders will take place on a contingency basis alone
The Chinese company can make 4000 kits per day. Thats a drop in the ocean. No Chinese manufacturing of such will be leaving China. The global market is 7.7bn! At £5 per test 10m sales would treble the mcap from here. 100m sales 10 bag it and so forth.
Think it was about 1000 each of the first 2 and 100 of the second. So not excited
Can anyone tell me if these are worth anything?
I have some on an old Beaufort account that I am in the process of having closed down.
Want to know if it is worth transferring or certificate them.
Seem to have three holdings.
CIC Capital Limited
CIC Capital LTDCOM SHS NPV (DI)
CIV Gold Group Limited ORD NPV (DI).
Need to get a handle if its worth chucking anything at these fee wise to get my hands on them into certificates or a broker transfer.
TIA
Got a warm feeling inside on this one. Looks like the board have a plan and the news of late is the first stage of implementing such. Not sure when but given the clues they have given I reckon a nice Xmas present is coming to the long suffering CTEA shareholders.
Ding Dong Merrily on High......
Coincidence perhaps but the last three digits are the same figures that Deloro had been issued.
Only about eight individuals have (had) known holdings above 60m so the fact it ties in with the Deloro digits could this be them dumping all except 3,315,000.
Last nights warrant RNS eludes in cryptic format to a special dividend.
Vox interview actually revealed the massive news on the resource upgrades to the flanks etc.
That’s not been RNSd yet.
Andrew Scott interview delves deeper into that and requires a RNS today prior to its release.
He said it was no ordinary situation.
WTF Is in that interview that means it is in effect embargoed till later today.
It’s going viral.
She was asking Andrew Scott who else was covering this story
Looking like the 3.3 area for an open.
Then a very strong move up and above 4pm
Remember we have had nigh on 2bn trades in four sessions.
This is getting tighter.
Could a bidder(s) be accumulating.
I expect so.
Glencore/Rio Tinto or any of a dozen Chinese/Russian majors will be looking at this now.
Last large scale palladium mine in the world to be developed.
That’s it after this goes.
Scraps.
Don’t be silly large corporates don’t just offer multiples of the market cap at the time for the joy of it. They would be crucified by their boards and shareholders.
This needs to get within 25% of what the bid will actually be to get value.
That’s why the company are pushing it big time.
Smell the coffee guys. Don’t think a bid will come in a 10x. This needs to get to something close value wise first. Hence a big move over the coming days and weeks to £250m and more Mcap.
Like the thinking behind some of these targets.
Don’t sell yourself short here fellas. Nearest transaction timeline wise which the company are using is the NAP $750m sale last month.
That gives about 20p here fully diluted.
Yet EUA assets are much larger than that.
Keep your stock close and make the MMs work. Not often you get them on the run like this.
I said today not next week
Run up to 4p pre interview. Then close day nigh on 100% up in the 6p area.