Member Info for Hartlebury

Good advice to not look for a while Aspers. Also, I was just listening to a health expert on 5Live, restating that we don’t know how long the vaccinations will be effective for. It’s possible that annual vaccinations may be necessary (real logistical nightmare trying to get to enough people). There is going to have to be an awful lot of testing going on for a long time in connection to the vaccine and its administration, not to mention antigen testing which will still be necessary in so many settings (hospitals and care homes being key).

Fake news

Ah well..shows how seriously his advice came across!

I thought Stack’s reply was taking the p155 out of Pete?

Donno - Target unchanged and ‘developments bode well for an upgrade if phase 2 of DHSC contract awarded’ still a buy recommendation.

This stood out to me in the paragraph about LFT antibody test..‘Microgen..has strong capabilities in protein based antigen testing’...anyone think that might be a big wink there?

And what happens then jdt?

They still don’t appear to have an antigen LFT, so no. However a good antibody LFT (which is what they describe) would be useful in conjunction with administration of vaccines.

Airlineboy the use of ‘some’ in Jo’s reply sounds quite measured I think? Makes you wonder if there is an alternative that gives ‘more’ hope that she can’t yet talk about?

Good article, thanks Kaeren

Thanks, that’s interesting, and matches with the company’s strategy, though the generally market view seems to be more along the lines of 3, a takeover being inevitable. Did you come up with any values based on 2 that you could share?

Soder you raise a good point, it seems that no one can really identify a good way to value this company because it’s growth has been so exceptional and the future (beyond 12-18m) landscape difficult, if not impossible to guess at. What would you do with it? The consensus that does exist, looking at the brokers’ notes and knowing what we do about nailed on contracts should give us one point of reference, but beyond that the sky truly seems to be the limit for a year or so. Then the stated aim is acquisitions and diversification into non-covid diagnostics using the equipment embedded in the NHS (and hopefully the European and US healthcare systems). Huge cash pile and no debt. So what to do with that? Surely you agree that the P/E looks ridiculously low compared to others in the same market?

Chas - ‘insiders’ would be aware of their status, they would know that they need to keep the company informed of any personal share dealings in the company’s stock, on whatever market. They would also be warned when the company is about to enter a close period, preventing them from dealing for 60 days before annual results are published (30 for interims). This is very likely part of why these deals are happening now, we know results are due in second half of Jan. There shouldn’t be any undisclosed trades (not impossible, see the acquisition in May that the third director forgot to notify the company of) but highly unlikely.

I think it’s more likely to be a consultant specialising in biotech/pharma than a financial adviser but it doesn’t really matter, an external consultant who clearly would have a good insight into the company (at director level, hence the disclosure being necessary), chose to spend £90k on shares in that company.

No, that’s not ours. But the article refers to another test about to be trialled using a machine (presumably PCR because accuracy will be important) that takes 15 minutes and none of us here knows what that is...could be new products promate/Versalab (which we know have been created by NCYT but we don’t yet know what they do), or could be another company, or could be an LFT and as such an error by the bbc (because no machine involved)!

Well it certainly looks as if it is either Avantor itself (named on list of approved suppliers in US according to Twitter), or vwr, its subsidiary?

Got so ridiculous - from ‘where would he get that much money’ to Pete7’s classic ‘pocket change £500k’. Unbelievable

Bing, thought you were serious for a sec, thought OMFG not again!!

Lolo did you see the photos of the cars queuing for covid tests in the Dodgers stadium...forget the NFL, the problem in the US is mind blowing as HarChris has tried to emphasise. Versalab? Who knows but sounds like some kind of OpenCell type equivalent maybe?
https://twitter.com/brenchleycap/status/1326865473691144194?s=21

Just seen he's not actually a director but to my mind that is probably even better!

Great news. We must be getting towards a full house with directors buying!