Member Info for Hypermarlin

That's some volume. I wonder how many actually attended? There is always drop out, but this is really chunky interest.

I expect this may have been posted before (yesterday, maybe!), but worth understanding where the political will is:

https://www.consilium.europa.eu/en/european-council/president/news/2020/10/27/20201018-pec-newsletter-3/

"First, testing. While the PCR tests that have been favoured so far – the much talked-about ‘nasal swabs’ – are reliable, they are cumbersome to administer and to process in a laboratory, and getting the results back to the patients is also no easy matter. On a very large scale – that is to say, when the rate of infection is high – the system is difficult to manage. That is why this technique needs to be supplemented through the implementation of antigen tests, which – although currently regarded as less reliable – are more efficient, yielding results within 15 minutes, and therefore make it faster and easier to identify, on a large scale, individuals who are carriers of the virus and contagious, in particular when they are asymptomatic.

Some of those tests are now being approved and ordered by authorities at various levels and in various locations. However, we must not make the same mistakes as before: we must coordinate the approval of those tests in order to ensure that they are recognised Europe-wide. Furthermore, production capacity needs to be strategically assured at European level so that such tests can be available and accessible everywhere at the same time. We cannot see a repeat of a situation along the lines of last spring’s "race" for masks."

I expect this may have been posted before (yesterday, maybe!), but worth understanding where the political will is:

https://www.consilium.europa.eu/en/european-council/president/news/2020/10/27/20201018-pec-newsletter-3/

"First, testing. While the PCR tests that have been favoured so far – the much talked-about ‘nasal swabs’ – are reliable, they are cumbersome to administer and to process in a laboratory, and getting the results back to the patients is also no easy matter. On a very large scale – that is to say, when the rate of infection is high – the system is difficult to manage. That is why this technique needs to be supplemented through the implementation of antigen tests, which – although currently regarded as less reliable – are more efficient, yielding results within 15 minutes, and therefore make it faster and easier to identify, on a large scale, individuals who are carriers of the virus and contagious, in particular when they are asymptomatic.

Some of those tests are now being approved and ordered by authorities at various levels and in various locations. However, we must not make the same mistakes as before: we must coordinate the approval of those tests in order to ensure that they are recognised Europe-wide. Furthermore, production capacity needs to be strategically assured at European level so that such tests can be available and accessible everywhere at the same time. We cannot see a repeat of a situation along the lines of last spring’s "race" for masks."

Arb in AVCT on Monday:

Arbitrage1965
Posted in: AVCT
Posts: 200
Price: 165.00
No Opinion
BB unusable26 Oct 2020 19:59
See you at next RNS. Til then, I’m singing off.

Well thanks for brightening up this BB today, Arb. In the green bin you go and I expect that I'll not miss your thoughtful contributions at AVCT either.

Well I am, at this price. Bonkers.

Thanks peeps for your ideas! I'm in NYCT and plan to be holding that (as I will be with ODX, I expect) well into 2021, will look into the others.

Agree. "It’s not right that healthcare professionals who are at a higher risk of contracting Covid are second in line to those with a spare £120 in their pockets." to quote the article.

It's OK to be a long term player, indeed, but the value of my PF has dropped substantially, I'm down nearly 50% from where I was around 10 days ago after a number of drifting days, it's not a great deal of fun having a day like this heaped on top with the markets generally down, and helped down by your #1 holding, ODX in my case is the largest weighting, doing a lead balloon job on it all too. Switching off and putting some time into researching great stocks for 2021 now, that's going to be better use of time. Ideas anyone?!

Worth reading the Huff post link offered below, here again https://www.huffingtonpost.co.uk/entry/boots-covid-test_uk_5f982904c5b6e1e70764736c; arguable that the Boots test should be banned, IMHO.

Yeah, but you do get the sense that the spitfire spirit is not with this. Just imagine the scene at MHRA headquarters. Doris: "Hey, Bill, where's that memo about government-sponsored antibody testing kits being given some priority? Bill: "Not seen it for a few days. Must have got buried somewhere". Doris: "Oh. Well, another round of noughts and crosses then? Bill: "Maybe after lunch, I'm trying to crack this Sudoku just now".

@RegulatorUK. OK, thanks for the how. Just if there was an order type or something that had snagged the 71p, I'd love to learn!

@RegulatorUK - seriously, how did you get a execute a buy at 71p?! What tools/wizardry do you have that many of the rest of us clearly don't have, I'm genuinely interested to know? Amazing. Well done.

Old news, I'm sure, but I assume seasoned BRH veterans know about https://sonoviatech.com/? Selling mail order in multipacks, about 30-50 USD per mask. Reusable, washable etc.

Who's Leon?

"The technology has been developed by UK-based life sciences company LumiraDx, which has also struck a deal to provide supplies to the NHS in Scotland." From https://www.bbc.co.uk/news/health-54684985

Smiller's going in my green bin.

@Aberdeenman - very interesting find (the PDF), whilst it is November 2020, what does this signify in respect of Bermele's acquisition actions? East Imperial at https://www.eastimperial.com/pages/story is an ongoing business, is the flyer you posted just another regular part of their sales program?

@iPhoneiTrade - you are very enthusiastic about UFO's prospects. What kind of SP target do you consider reasonable? I know the very Turner Pope report talks in terms of all the details, but what's going to drive the into multiples, by when? I won't be quoting you, I'd just like to understand some of the substance behind your enthusiasm.

@strongboes - I interpret "First commercial sales July 2020 – sales into Europe" and "Purchase orders and indicative sales intent of over £1m – subject to regulatory approvals", old news indeed, as being "sold a few trial orders in July, but not a lot since then". As you say, there could be a few 100K orders here and there, but to announce at that level would serve to depress the SP. Any clues as to when a catch-all results update is due? I should know, I know, but...

@Furion - averaging down (not just here, but anywhere) IMHO does nothing if it's not the best use of the wedge you are proposing to invest. If you'd get a better return on that money from some other share than you would from the one you're averaging down on, then you'd put the money somewhere else, right? The only reason not to would be that you'd have another share exposure to keep researched (unless you've topped up one you already have), or to not "feel" bad about a -ve position.