Member Info for HarChris

Does that make sense to name QMUL as the beneficiary if it's literally for £7m worth of PD tests? Surely the tender would just go to us?

The first rule of rumour mongering is you don't share the rumour. Builds up the tension!

I don't expect it to rocket just yet but am hoping for a gradual climb to 350 . Then topshop/results will hopefully be the rocket fuel to take us to new highs!

Does the rumour have any legs? Is big Nobby the Gnome a poster of integrity?! I do hope so!

Woodstock if you do go ahead and give 'em socks despite most of this board thinking it's a bad idea and at best, futile, could you ask how close they are to filling the home trial? It seems both Richard and Tom were okay with sharing the numbers previously so there's every chance they tell you that we are a handful of patients away from completion...

Thanks Pmoran, what a clickbait title!

https://www.thetimes.co.uk/article/it-could-be-boo-hoo-at-topshop-on-vouchers-dnfgnq68b

Anyone with a membership able to post the article on here or tell us what is has to say? This appears to be the only story on Arcadia this weekend...

I think most of us are pretty relieved following that DM article. I did have Mahmud down as potentially another Philip Green, arrogant, greedy, nasty... but that is far from the image the article paints. And as has been pointed out, it's not in the daily mail's nature to see the best in anyone!

Yeah I agree, this is an unknown right now but should perhaps be factored into the calculations. The shorter the immunity the more future demand they'll be for sng001 and vice versa...

For both my investment here and in ncyt, one big question remains... how long does immunity last?

https://uk.reuters.com/article/us-health-coronavirus-science/covid-19-survivors-may-have-long-lasting-immunity-pfizer-vaccine-is-95-effective-in-trial-idUKKBN27Y2SD

If it turns out that on average immunity lasts say two to three years, this won't sell at the sort of rates we talking about, will it?

It's the early readout that'll send us sky high in my opinion as it not only catches the market out but also gives sng001 a chance to be used at the peak of the crisis.

I didn't but I also didn't expect such breathtaking results and nor did anyone. I don't think what I said is controversial, you don't see 500% rises on expected news... what might catch the market out is an early readout that matches P2 efficacy-wise and that could see a phenomenal rise I guess.

Very surprised with how well he came across, didn't realise he was so different to his kids and bodes very well for his appearance before the Environmental Audit Committee.

It's absolutely no surprise that they are gunning for at least some of the Arcadia brands - they raised £200m for acquisitions and so it wouldn't make sense to just completely pass on this. The important thing is whether or not they actually get them.

I think the point is we'll soon get a better picture if we're right to be so optimistic or not - the sp won't jump 1000% on a P3 readout that we are expecting to be successful. So if the market has mispriced synairgen we are going to find out soon... announcement of P3 starting, problems with the vaccine rollout, more significant press coverage/mentions by prominent scientists etc has to kickstart the sp rally back towards ~£2.

Thanks for the compliment Josh but my knowledge and contribution here is very much League 2 compared to the premier league stars!

My gut instinct is always to assume that if something sounds too good to be true, well it is. But not here. I think the market wrote off synairgen way way too soon and I think we're going to see backtracking imminently. I'm nervous as this is still a risky play somewhat but I truly believe this is a once in a lifetime opportunity and I've been buying up thousands of shares over the past three or four weeks and now have about three times the holding I had before the vaccine news landed.

30 times sounds like a fanciful multiple but just a few months ago the sp was as high as £2.40 so we're actually only talking about eleven times, still high but it feels more realistic. If P3 results are as good as P2 I think sentiment alone could push us to double figure £££s almost overnight - but they will need to be headline grabbing results for that to happen imo.

The crazy think is your figures look conservative. The £2500 ($3000) may end up being a little lower and perhaps the margin too... but once Sars CoV 2 is classified as endemic and we have the standout treatment I don't see why we won't eventually see a much higher p/e than the 2.5 you've gone with!

Coming to a £28.10 share price seems like pie in the sky at first glance but then I'm reminded of Numis' blue sky target - £50. Blue-sky sure, but well within the realms of possibility.

Ragtrade, Dan... inhale 1,2,3,4,5,6,7,8,9,10 and hold 1,2,3,4,5 and exhale.
Now let's all be friends.

Are boots using a number of different companies' tests or just novacyts? I see twitter blowing up with the news that Boots is out of stock in many cities. Just wondering how significant this is to us?

Thanks Dan. I wasn't asking you to call it, I was more interested in whether or not you thought growth at the level boohoo have seen in the past five years was in any way possible. The US growth drew me in here but I have no real grasp of how much of the market in the US boohoo are able to take and what the competition is like in the US.

I'm here for the long term and am more than happy with 20% returns a year, I'm just wondering if the accelerating shift to online could see Boohoo rocket in the next 12-24 months...

Dan whilst you're here could you tell me what sort of growth you expect from boohoo over the next say 3-5 years? You are one of the few obviously knowledgeable investors on this bb and I respect your opinion greatly! I'm quite happy to admit that although I consider the company undervalued, I can't intellectually articulate why besides using some obvious metrics and so realistically, I am taking more of a punt here than you are.

Boohoo has grown 800% in five years, in your eyes is it possible to sustain anywhere near that sort of growth over the next five?