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NCYT supplying 3000 kits containing 96 tests for an initial term of 6 months from memory. I'm expecting that to increase as their production capacity goes up. There's only 2 or 3 companies capable of supplying the correct kit, and NCYT is one of them
Agree, I now have nearly 1/2 of my portfolio in here after increasing in chunks, astonishing value here, they can't make kits fast enough. I imagine the NHS will be increasing their 3000 order very soon and we're only limited by production capacity.
Excellent. SP struggling as people wrongly assuming lowering lockdown means we're approaching the end. Completely the opposite, we'll be having more, regular testing, and come the 2nd peak in winter govts will want stocks of test kits. As our borders will never be closed we're in this for the long haul. Week or two will be a steady £5.
And forgive my ignorance on a vaccine, if an anti body test doesn't prove that you're immune, and a vaccine tells the body how to fight the infection by creating antibodies, how do you become immune?
Amazed this is priced where it is, I'm slowly increasing my holding in £3-5k chunks. This time next month £5 will be the baseline, not £4, so a good 20-25% increase from where we are now, and even then that price is cheap, only because markets don't know where this will be in 18-24 months time
A share like this is so rare. This is like investing in bitcoin in the early years before it reached $500+. I saw potential in that early on when $20 but talked myself out of it as I was a poor post grad student balls deep in debt so needed the cash there and then. I'm not missing this opportunity. Most people get one chance, this feels like a 2nd. Would love a sneak peak to see where we are come July.
I couldn't even make an educated guess, bit I reckon it will have zip all effect on the SP. Exxon and shell have semi competent leadership and their sp has plummeted over last 12 months, albeit not to the same extent as tullow.
I'm hoping that the world gets some way back to normality by July, or trump knocks out a few Iranian oil fields just before election.
Upup - Surescreen diagnostics, a company near me have a kit that is no more complicated to use than a diabetic test. Govt have ignored them completely so far. They have huge interest from abroad though and from private companies.
I'd love £20 a share. I bought back in at 110ish for a £5k amount. Given a vaccine is 12 months off testing is the key. Seriously considering selling up my portfolio and going in 100% if I can buy at under £4. AMD and tullow are the only ones showing signs of life Hope I haven't missed the boat.
Genuinely surprised the govt haven't pushed for the NCYT kit. Granted the need for hospital labs may present an issue, but for staff working in front line it would be immensely useful. For the general public and care sectors the kit from surescreen diagnostics would suffice, but they now have a 5 week backlog so again, the govt have missed the boat if they're wanting to order a million kits.
The chancellor has been fantastic over last month or two, but whoever is heading up containment over the virus needs firing. Why the **** are planes still in the air?
I imagine most of you will have doubled your money at these prices, I bought early, sold early for a small 10% as I got caught up in the early hype and then bought back in at 112 although for a smaller amount, so could settle for near 50% right now, which will balance my Tullow ****up.
Im sure there will be some large orders coming over next few weeks, I'm also mindful that there are plenty of others coming to market, with a test that doesn't require a hospital lab for analysis, and can be used against general population. Do people have a position their aiming for before selling, staying in for the long term no matter what, or just trading the peaks and troughs? Just interested in the consensus.