The Mail article today seems to have dampened things and jaded people off but it is only their best guess at things. Either that or the PM's attempt at canvassing public opinion. Everyone knows full well that if the PM stretches things much further then Rishi Sunak is going to have to open up the purse strings at the Exchequer again for extending furlough and for even more tax breaks. I genuinely fear for one or more of the airlines or hotel chains.
That article will only have served to frustrate more business leaders and particularly in the hotel and tourism industry who will have more clout that you or I. Not only that but they can pay for an MP or two to lobby for reopening.
I'm sticking with Non-essential retail being the first for reopening mid to late March and al fresco pubs come April time. May for the wider hospitality sector.
Vaccines. there seems to have been a big push to hit the 15th Feb and things have slackened off slightly Infection rates up on yesterday Hospitalisations up on yesterday.
Death rate though is down on yesterday and within that 500 to 800 range. I would really like somebody on the Government Briefings to ask about what the trie death rate is. I/e solely down to Covid 19 (and not with the possibility of administrative convenience to avoid a post mortem). That may trigger someone to ask questions.
Is starting to look like a racing certainty and you can only see things strengthening and strengthening as we get nearer and nearer to the end of the month.
I think anybody saying get into ARB at present valuations is off their rocker. Imho it is far better to be selling ARB and getting in here. Although it is speculative the returns should be spectacular if the test results are good (and somebody imho knows).
Spikes in the share price don't normally come about unless someone knows something and there is always somebody who gets the nod before the humble PI. In trying to therefore avoid any scrutiny for potential insider dealing then you issue the speeding ticket RNS. I think all the signs are there that by the end of February holders will be in receipt of some very good news and some, by whatever means, got in ahead of the game. I may pick up a speculative few tomorrow. The key is that the 5 minute test or less significantly undercuts the nearest competition by a factor 4 and as such there are plenty ready markets out there who would seek to utilise the technology to get reopened.
Although this article concentrates on Cinemas and them trialling vaccine passports with a view to reopening the PM did mention in his Daily Briefing yesterday that they were looking at lateral flow tests for opening up nightclubs and theatres. I suppose you could also add in football stadiums and indoor hospitality. A 5 minute lateral flow test would certainly be a revelation.
"However, later, Mr Johnson suggested there could be a use for rapid Covid-19 tests to reopen locations such as theatres. He said there was the possibility of "lateral flow testing, rapid testing, for those bits which are the toughest nuts to crack such as nightclubs and theatres". He said mass vaccination, alongside this testing, "will be the route that we go down, and businesses will go down" to reopen society."
Vaccines picking up again on yesterday with over 375K vaccinated in the last 24 hours
Infection rate marginally up on yesterday. Death rate up on yesterday ( Not surprising as the last two days were weekend reporting) If we can keep those say 500 to 800 that imho would be good.
Hospitalisations encouragingly falling and down over 10% plus on yesterday.
Our share price is clearly worth more with the shops all shut. Forget about the capitalist ideals of turning a profit.
I said yesterday somebody was keeping the lid on the share price and it is a pattern that has been evident here for about 6 months and more.
However, if we get the right Roadmap decision and the bank waiver gets approved and our shops reopen then its back into the realms of profitability and upon which CARD is so looking very, very cheap.
We sit every day and digest the daily Covid Figures and quite significantly the death rate is one of the main ones that everybody has been watching over the last week.
In recent weeks whilst doing my daily exercise I have had numerous conversations with other walkers and town residents about Covid, vaccinations and the like.
One thing that has come up several times in recent conversations and it is a recurring theme is that of the friends and relatives they know who passed away is that if your death certificate has Coronavirus or Covid 19 on it then there is no requirement for a post mortem to be carried out.
Given our death rate, for the western world has been notoriously high could it not be the case that we are over-classifying our deaths as such?
Some sold too early thinking they would be able to buy back cheaper after results. They we know will be dire but the markets are now moving on vaccine optimism.