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People have been saying the covid revenue will have fallen off dramatically for the last couple of years, yet it still surprises each earnings with how much we've made from it.
Looking at the boots covid page. They have sold 38 of the 5xlft kits in the last 24 hours and 6 of the 25xlft kits. These things are still selling.
Depends on the sales from the stores for the more expensive tests.
We look to be selling lots of the rapid tests online so I imagine we're selling tonnes in the 800 stores as well. Hopefully a good enough margin in those alone to make us some money.
First review I've seen for the DNA tests on trust pilot https://uk.trustpilot.com/review/myhealthchecked.com
Another positive review for the vitamin D rapid tests on the boots site as well. https://www.boots.com/health-pharmacy/electrical-health-diagnostics/dna-test-kits/myhealthcheck-vitamin-d-rapid-test-10322820
The reviews on boots seem to be getting lots of thumbs ups on them as well meaning lots of views. E.g. the general blood test review that someone on here left has 22 thumbs up now.
Maxi, from that twitter link (no idea if it's correct of course), the only thing I can see that may be from ST micro is the PMIC (which states the supplier is apple/ST/TI etc).
The optics sections loosely translates to:
6DOF tracking - fish and IR Sony IMX418 - lens largan/ module: Gao Wei
VST camera - RGB - lens largan/ module: Gao Wei
Eye Tracking - WLO package - Sony
Face tracking - WLO package - Sony
Torso tracking - Fisheye IR Sunny IMX41B - lens largan/ module: Gao Wei.
Gesture tracking - lens largan/ module: Foxconn
TOF - dTOF Sony IMX611 - lens yujing light / module: LG
I see the sexual health tests are available on boots now.
Hopefully we get a good idea of sales in the upcoming results. We can guess at the online sales via the boots trackers, but the in store sales could be anything
"...all I said was that during the past 30 years up to now, SMT has been a poor investment. The reason is that it has had higher volatility than the nasdaq index, and lower returns."
Man, that's like saying Scarlett Johansson is ugly because Margot Robbie is better looking.
I'd take a 700-1000% return over 20-30 years any day.
"The Board has been cutting wages to a minimum all along"
That's just not true. BTs compensation is half a million a year. For a loss making company. That's twice the average compensation of similar size companies
My initial reaction is to vote against (better the devil you know and all), but I do think the board would help themselves by coming out with some facts, rather than just poo-pooing hamoodis claims as speculation out of hand. It smacks of arrogance to me.
They could also volunteer to take a decent pay cut until we start generating some of this organic revenue they keep dangling in front of us.
Bit random, but I noticed that we were featured on a rugby website... no idea if its a payed advert or not.
https://www.intouchrugby.com/magazine/stay-on-top-of-your-health/
Surely at this company valuation, there isn't the liquidity to buy back half the shares in issue. They'd have to convince a lot of people to part with their shares, which would push the SP up considerably.
I would have thought mostly special divi and a small buyback would be more likely.
True. It'll be very interesting to hear the numbers at the next results.
I do wish the boots counters were a bit more consistent. Sometimes they don't show up at all, and other times the info is sporadic. E.g. I bought on of the tests from boots and it didn't show up as a "bought in the last 12 hours" ticker.
Sounds like the sensors are the most impressive thing in the apple vision pro. Hopefully thanks to some nifty nanoco dots!
https://youtu.be/OFvXuyITwBI