Member Info for Lp160606

My deramping?

Check live SP you utter moron.

Think the market agree with me bud.

Anyway last post ATB.

Tony, those 4 machines are not just for us.

In December i received confirmation that Volz capacity was 2 million C-Fold masks and 1 million Cup masks per month.

Wouldn't surprise me if that has increased since then but its a good starting point i guess.

Don't think it would ever be catastrophic. Worst case scenario is further delays on accreditation but i'd expect them to get it right 2nd time round.

Yes.

Effective up to 7 hours (shift length), used once - it is a disposable mask.

Should probably know that as basic info..

CE Mark is a non-event.

Pass Breathability and will be a goer.

Thanks SF, that's brilliant. Really helped fill a gap in my education!

Appreciated.

Hi All,

Service catalogue bit security light for my liking. Can see they have a NOC (Network operations Centre) basically a server room but for effect they like to give it an acronym...

Anyone know if they have a 'SoC' function? Security operations centre. Reason i ask is it is HIGHLY lucrative, margins are close to 70% for maintenance and it represents ongoing revenue... I'll email the company to double check as they probably do, it just isn't advertised but thought i would ask here. Especially with a focus on Public sector..

Also, unsure if anyone have seen their hires in the last 6 months but they are nothing short of sensational. Taken 4/5 very Snr sales people from 100M+ companies, all of which have 15+ years experience in direct sales or account manager... really really important this for me as basically makes the MCap utterly laughable even with the loan notes... The Group director is a Salesman as well and this is obviously his strategy but one i can certainly get behind.

I'll share the personnel analysis when i'm done, it isn't anything special, just covers 10 or so key people within the business, and their experience, all taken from linkedin.. it is basic but all together builds a nice case for a successful revenue generating business.

They are a touch light on techies though, anyone know if they leverage partners to support in some instances?

Sorry for the lengthy post but just want to know as much as i can, currently looking like it has a stupid amount of potential..

Actually agree, Warleb.

But i think his reasoning for the interview yesterday was to perhaps satisfy Shareholders as news is not quite ready, as in accreditation, but wanted to ensure Shareholders all was moving in the right direction still.

Only think thta because of his previous interviews, and his tweets of course.

Deemon,

Can you provide your workings for 10p by the close of the month? Represents a Mcap of 200M.. its just ridiculous.

2.5 ;)

'Several European countries , including Italy, have requested the first batches of this mask: the manufacturer, according to Professor Cave, will be able to supply up to 5 million masks per month .'

huge if accurate!

Thanks.

Proves my point.

Also, anyone who has ever sold a bean, chair or anything else need to be signed up here - https://www.supplychain.nhs.uk/

If you can find RMS or Fortoak let me know, i might have naming wrong or maybe waiting on certification but worth keep an eye on.

Homer,

Where have you got that info from?

I was of the understanding that from March, centralised PPE purchasing was devolved. I could be wrong, but would be great if you could say how you know that. Cheers.

Currently contemplating a position here.

To confirm , theses are the guys - https://www.idegroup.com/ ?

I work in IT myself so understand their propositions and how customer centric it needs to be. You rarely see as good as score as this on - https://www.featuredcustomers.com/vendor/ide-group or on https://www.cloudtango.org/providers/3398/ide-group

Are Cortex a subsidiary of the group? Sorry, i have not even gone through RNS yet just wanted to get a feel for what they do.. Website is very slick.

Agree with Boudica.

HL is pretty reliable, these free to trade options are just not particularly good and the spreads they offer at times are ridiculous.

Comek,

He has been with the business for a number of years. I have spoke with him previously, although the job spec on the website suggests otherwise, he is front and centre of running the day to day operations of RMS. So, it was just a natural progression into the role he was currently fulfilling.

Reason he is based out in Africa (i think Nigeria but could be wrong) is because of Covid. He said so himself.

Don't blame you. I hovered over sell at 3.2 but thought news was closer that is was. would of added 50% of my holding if i had the nuts to trade it.

Yep they need to update us on this.. We knew it arrived Friday and 48 hours set up time was deemed reasonable...

If it comes next week and not this i'll seriously question their ability to simply get tit done.

Agree, it would not be beneficial now that tB & PR have left.

IF they were still at the helm it would make sense but with the current infighting i would be shocked if the organisation made anywhere near the operational progress they wanted to in the past 3 months, imo a further investigation will only see this dithering to continue. It would also distract the new BoD on executing on their efforts.

We have what we want. TB & PR out. What more would you like to achieve by talking to the FCA?

Gunner,

If they were deemed material they will of been RNS, as is the regulations on AIM (not that GDR adhere to them imo), but with it being the first material sales they would rush that news out i would feel, and yet they have not but have told you about them...

Its pretty evident you have lied.

Imagine having an inside man telling you Sales stage of this fictitious Ukraine deal, and naming the man who told you... So you have just burnt your route in, hardly inspiring, arguably very stupid.

Who did you speak with at the Disti? Please do share their email, i'll contact them also.

While you are at it, give the ICMR a call in Delhi let us know what they have to say.