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Dont disagree with you at all;-) Its just i see on Twitter the "We ae going to sell to the NHS" as if its one large entity and thats not true but in this case the saving to the NHS as a whole and PHE recommendation should bypass red tape
Its not the market tho is it? isnt it what the mm's decide on open? please correct me if im wrong as still learning all the time. All i can put it down to is that one of the big pharmas is going to buy us out and the longer the sp remains so low, the more grateful we will all be for a low ball offer - e.g. if Beckman made a bid of £1, most people would jump at it rather than the m £3+ its worth (IP and contracts alone should have a high value)
The silence is deafening and when was the last director buy?
It smacks to me that they are "alright jack" they know what bonus they are getting. Im just going to buy more whenever i can afford to and keep averaging down.. I will get my money back and a return
Everything takes so much longer to achieve than us investors perceive and gdr have achieved so much in the last 18mnths but like you, i dont know why they are not shouting about it from the rooftops? I think this question will get answered soon enough and hopefully there will be a decent return
The only disagreement i have with your email is this:
If the BOD are going to forego their bonuses due to dismal performance tell us !!!!
We have no idea what their performance in terms of income generation is but they have done a huge huge amount of work and i think that is a harsh comment. I think if you have never been a CEO or managing director and run a company you have no idea of the work involved and especially in pharma. 5 years to get the DoD to take their products is a massive achievement - GDR dont set the pace, the MOD, Beckman, Cytiva, PHE, NHS set the pace - We dont have to do the work, we just have to time our entry (which is the main reason everyone including myself is hurting financially) and wait patiently
The only conclusion i can make is takeover of company or sale of one of the assays. I go for the first option as Mountain solutions are promoting the Covid test and forthcoming POC test.
Will post this again for those who didnt see it - have a read and tell me if you think this is a strong possibility ?
https://www.griproom.com/fun/10-signs-your-company-is-about-to-be-acquired?s=08
Ive just been on the Mountain Horse Solutions and there was a description of Genedrive which states:
Genedrive plc is a molecular diagnostics company developing and commercializing a low-cost, rapid, versatile, simple to use, and robust point of need molecular diagnostics platform for the diagnosis of infectious diseases and for use in patient stratification (genotyping), pathogen detection, and other indications. The Company has assays on market for the detection of HCV, certain military biological targets, and has tests in development for tuberculosis (mTB).
The Company recently released a high throughput SARS-CoV-2 assay and has in development a Genedrive® Point of Care version of the assay, both based on Genedrive® chemistry.
It took them 5 years to gain access to the US DoD business which has only just began with an initial order of $400k next spring
Then go to Mountain Horse solutions contract page
https://mtnhorse.com/contracts/
Go look at the bevy of contracts they have with US military organisations.
Is Mountain Horse also supplying the SARS = Cov- 2 assay to the US DOD and the rest of their contracts? They are already flagging the POC as in development
People keep saying "they will need to raise" If you have an order of $400k in the bag, any banking institution would give GDR an overdraft to manufacture this order
Any genuines investors, hold long and strong, ignore the noise..obvs DYOR as this is my opinion only
I agree with you in regards to takeover bid. I think this is why we are not getting an update. You mention an rns arriving stating that it has been sold to the NHS. Im not sure if you are aware there are 43 ish NHS Trusts (cant remember exactly how many) GDR would have to individually sell the assay to each NHS trust. I would assume the first will be Liverpool NHS Trust and Manchester as both have been part of the trials
If you read about Clarke energy's generators - they are containerised. Therefore they need pipes/cables in and out, concrete base and development should be reasonably quick as they construct off site, dismantle and rebuild on site
Id assume they build the generator and then build the containerised building around it
I think your wrong and its impatience and frustration your feeling - done loads of research on Mast and maybe you should too - Kibo is very undervalued now and even more so in the next 6months
Did you bail? What i find funny on these boards that people write stuff like this "Time to bail" when if they were protecting their investment they would sell and then mention it after the fact or not mention it at all.
So if like most investors you are protecting your investment - you must be short sir.. I suggest you sell up and go find yourself another investment that suits you
Also $400k from Mountain Solutions
Beckman have 63 worldwide locations. The product is for "high throughput testing" GDR has 96 per block. Its not worth testing a few tests, needs to be almost 100 per session. If you said the initial sale was for 1block per location (which i really doubt as wouldnt be worth setting up the lab machine) then thats almost £1m in sales - think everyone will be surprised when the sales data arrives.
i keep saying it - just because we have not been told how many sales have been achieved, does not mean there have been zero sales - Beckman would not have chosen or invested in GDR if they thought that a new product wasnt able to achieve them a return.
There is also the Hepatitis sales in Thailand too
Just because a company doesnt perforn as fast as you would have liked, does not mean they a have failed miserably - Id close that short if i was you mate - you spend too much time talking down your own investment.
Beckman now have GDR products at £1495 per item on their website for UK, USA, BRAZIL, SWIZTERLAND, CHINA,RUSSIA,JAPAN and more - NO BLUE CHIP company would go to that investment if they did not believe in the products or thought they would not sell
Just found this from 2010 - Going to do more digging. In light of what Kibo want to do in SA - im wondering if thats the long term aim for the site instead of gas to electricity?
https://www.bbc.co.uk/news/uk-england-derbyshire-11530967
Also Beckman want to sell their testing machines - GDR offer a 96 assay per block for use with robotic arms - im imagining a business model similar to Hewlett Packard - albeit the opposite way round - buy this machine and get cheap, almost 100% accuracy tests which are available to test any covid mutation that may arise - The GDR products are on each global area of Beckmans website - GDR are takeover material for sure - after hours of reading im convinced and buying more - when others are fearful and throw the towel in is time to buy
I agree your either short or deramping - Do some research -
I have found Teh Beckman website has information including how to use videos on UK, USA, BRAZIL, SWITZERLAND JAPAN CHINA and more. Do you honestly believe a company like Beckman would spend the time to create pages across the globe and not have sold any tests? Deluded sorry
Just found this article
See who is at the bottom of the list ?
Some of the leading companies operating in the Americas COVID-19 testing market are:
Sky Medical Supplies & Equipment LLC.
Sugentech, Inc.
Novacyt Group
Aurora Instruments Ltd.
PRIMA Lab SA
SD Biosensor, INC.
Gold Standard Diagnostics
Eurofins Technologies
Biomerieux SA
Danaher
Source
https://www.prnewswire.co.uk/news-releases/americas-covid-19-testing-market-to-grow-by-1-61x-its-current-valuation-surpassing-us-7-2-bn-in-2031-future-market-insights-802536501.html