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BB TY. I am reminded that the cost to build a reputation for quality can be substantial and the cost of losing that reputation can be even more (ask the careless infamous jeweller). Integrated systems with utility in trained or semi trained hands which help build customer confidence and keep long term whole life costs optimised is worth the wait. I see a POC device that can accommodate multiple assays as a smart approach. GLA.
P9 thanks for the info. Here is what I posted in May, it still applies. For any LTH you might look to the RNS that concluded the payment to Visible Geonomics as it will give a clue as to the value of patents, then consider what we have invested in our diligent approach to WHO prequalifying for HepC (and try a look at the WHO Papers on HepC eradication) and you have a reasonable basis for calculating the underlying value etc. Our support to avoid acquired infant deafness adds value in more than money terms as does our support to our DoD Allies (doubt if we have even scraped the surface there yet), oh and then add on what you feel COVID aspect may be worth. We are part of a quality company. GLA and DYOR.
Kb1, taylot, and Tigers. I read all posts since the MRE announcement; all seem balanced on the excellent news. I look at a potential timeline by a BoD that may be frustrated with how the Tiger is treated in the London zoo that is Aim and based on a solid SFR foundation post MOD. Share buyback with unneeded cash, cancelled shares (not held in treasury), consolidation, pause pending transactions, result on GGP (not their best perhaps) and Thor (sell some to buy into another IPO, ie cost zero), announce ASX aspect whilst balance sheet improves (and share price) to a point that ASX receive positive vibe about the company track record. TG has significant holding and very well deserved reputation in Oz (not understood UK). Timing is key. What of subsequent delisting from UK and transfer to Canada? Just thoughts DYOR and GLA.
Taylot, wise counsel and I suspect a key reason for MM seeking the dual listing. GLA.
Folks, trying to research why the ongoing sells. Brasso, thanks for drawing attention to CGC Subs shares. These shares will always dilute so unlikely to result in TR1 level. Also some of your numbers warrant a look again. I read it that they have around 20 million in the money over 1.475p and there is a theoretical sell to buy strategy that could see them with a substantial holding that has cost them less than $1.85m. They have 3 months between purchases to execute any such strategy which might point to the drip feed selling. Sadly another $500k to go over 2/3 tranches, next one in Jan 21. Just a thought and DYOR etc.
Not posted here before but have been in at 9 after a debacle in the one run by Rita, thought this was different. (Northern knows). Here are a couple of extracts from RNS. “The Group is currently well placed with current oil production estimated to increase by 50% annually for the next three years funded through existing resources. Our recently acquired gas assets which are currently largely undeveloped have the potential to generate around 30% of enlarged Group production within the next two years.” PL 25 Feb 19. “In the space of only some 20 months President has enjoyed a period of transformative progress including the successful integration of four valuable acquisitions, a strategic pan-regional pipeline, the bringing on of new production, generation of positive cash flow and attaining good margins. Despite this, President's share price, uncoupled from such progress, has dropped some 35% in value during that time.” PL 6 Aug 19. Look at the placing of hundreds of millions of shares since, “to improve liquidity”, “to have new supportive investors”. Seems PL might think his recent commentaries, including naming individuals, to be cathartic but in light of the seeming distrust here it has backfired. Small hope, he might have big issues trying to get another placing away. GLA (we need it).
I, thank you. I look forward to both events since each might spark a wider interest here. GLA.
Hello, I have a few of these so have been following the discussion. Does anyone have a view that the release of the MRE may coincide with an announcement concerning ASX dual listing (Q4)? Thought was that an early (well timed) leg up for Aussie backers may be massively positive. Appreciate any views. DYOR etc.
Folks not posted for a while as cannot abide those that do not broker in fact or research, let alone inappropriate language with regard to the Chief. For any LTH that is interested in our Company and the long term vision then I suggest that you go to the BBC Sounds, call up World Service and listen to the Science in Action programme. Listen carefully to the lead speakers and Nota Bene the detail from Catharina Boehme. You may learn a lot about where the Chief is seeking to place Genedrive. Good luck LTH and DYOR.
Folks, posted once here before so thought I would throw in the missing opportunity again. This tech has the ability to track and trace anything on land, sea and in the air. Tied to Bosch this should enable (say) any motor car component manufacturer to certify a full load on departure, across borders and into their receiving manufacturing plant without the need for Customs, once the secure system is signed up to pan governments. But one example to assist the Brexit conundrum and there are countless others on an hourly basis that cross the Channel! Surely there is someone who can get this to the BoD.
Folks a repost of mine from earlier for LTH. I refer to this extract and invite LTH to compare to our description. “These labs will also reduce turn-around-time and exposure of lab personnel to infectious clinical materials. The labs are enabled to test diseases other than COVID as well, and post the pandemic, will be able to test for Hepatitis B and C.......” And also see this extract from an article that is compelling reading. “To speed turnaround times, Collins said, health officials are pushing for more point-of-care testing — “on the spot” tests designed to be done rapidly and easily, without the need for specialized laboratory equipment or personnel”. NY Times 20 Jul. DYOR and GLA.
Hi Folks just edited my initial post here as GKB got there first with the extract ref RKH. I have a few of these below placing price following thorough research and based on the running room in Egypt and the Jamaica potential. So good news so far but I believe there is more to come. Who knows what true value of the Egypt PSA was in RKH thought process at the time. Won after auction process so price agreed and placing at 3p (deemed a success) at refloat dictated the number of shares in issue to them. In theory BL will know if they are selling but doubt he can do anything, RKH has a BoD member above 10% so a RNS about Director Changes will be a clue as will as the Badger points up any percentage drop in their holding. BL mentioned a European family office in one investor call (he seemed frustrated over the SP at that time too and I think it was above 6p); it would be good to know that they remain onside. DYOR and GLA.
My holding here since RNS 4 Feb Ruffer bought 126odd mill for Discretionary Clients. Believe they paid around .71 post VG-6 drill update, took them to 6.8% or so. Holdings RNS of 16 Jul shows they still hold, as do I. DYORetc.
You may be correct given the article in the Telegraph technology section yesterday. ‘Restaurants turn to vein scanning technology for Covid contact tracing’. DYOR and GLA.
Folks, sorry not to have added to the debate for a while. For any LTH you might look to the RNS that concluded the payment to Visible Geonomics as it will give a clue as to the value of patents, then consider what we have invested in our diligent approach to WHO prequalifying for HepC (and try a look at the WHO Papers on HepC eradication) and you have a reasonable basis for calculating the underlying value etc. Our support to avoid acquired infant deafness adds value in more than money terms as does our support to our DoD Allies (doubt if we have even scraped the surface there yet), oh and then add on what you feel COVID aspect may be worth. We are part of a quality company. GLA and DYOR.
Folks there have been some interesting comments of late. For LTH you might look over my previous posts and consider researching the detail. Our Company has put diligence into seeking WHO accreditation for HEP C and is set fair to match the most stringent of standards. Check the background to HEP C and the desire to eradicate this awful condition on a global basis. Now repeat this for Covid and any downstream viral activity that comes. Having our diagnostic tools at scale and ready to distribute in the most densely populated regions has potential to improve millions of lives. People may recall dealing with the dreaded polio; it took time, scale and coordination and generated the big pharma a great deal of revenue. As to finance look at the funds that fronted up our loans and research the detail of the conversions, you might reflect on why we have not seen a conversion RNS. GLA and DYOR.
Folks, been here since MM took one of the placing at 2ish and have watched in the belief that the technological paradigm leap would lift the SP. Wasn’t expecting any of the hiatus with regard to CFO, Nomad etc, nor the additional placing (s). Still here and have taken more. What might not be understood is that this tech has the ability to sort the cross border Brexit issue. Certified cargo on site, secure lock that is traceable if opened at any stage intra journey and thus verifiable by any customs that has bought access. Never mind the additional support to Cropex, Zero and animal tracking, small beer if they get this early mover potential right. GLA and please DYOR.