Member Info for Lp160606

Covid is not going away anytime soon.

The three most promising vaccines are Modern/Pfizer & AZ.

AZ/Oxford have been hit with mass scrutiny - will never get global approval which is why they are conducting this further trial, will add a minimum of 6 months to their rollout plan (imo) so ready for next winter.. maybe. And remember Covid is political whether you like it or not.. UK gov will want to use this Vaccine.
https://www.theguardian.com/world/2020/nov/26/scrutiny-grows-over-oxford-universityastrazeneca-vaccine?utm_term=Autofeed&CMP=twt_gu&utm_medium&utm_source=Twitter#Echobox=1606411261

Pfizer are marred with a torrid history of misrepresenting drugs.. and their trial is also facing scrutiny... plus it is required to be stored at -80
https://www.politico.com/news/2020/11/09/pfizer-coronavirus-vaccine-effective-435304

A brief look into Pfizer and their history - https://www.youtube.com/watch?v=al-SZ7cii-g&t=2s

Then with have Moderna, the most promising. But still preliminary data based on 96 - mental. Availability is spring ish time. Of which, uk gov has purchased 5M so.. 2.5M vaccinated.

Personally do not see mass take up of a vaccine that has been so hastily developed.

Mask will be needed on a mask scale for a minimum of 12-18 months.

Tbf i think it is best everyone keeps these hearsay stories to themselves until RMS announce some initial orders. Unfortunately we have been raped & pillaged by major holders & to really put the boot in they announce some delays today, you have shorters posting nonsense here and on twitter, and rampers straight out lying leading to a real messy board.

I still cant get my head around that king tut bloke - utter drivel. he even cited it was BDM and named him who gave him that information which was v odd.

@Hopsta, appreciate that - they are a small team so i'll give them some time but good to know that, thanks.

Yes, confidence has definitely been knocker - for me also.

I posted earlier about an effort to set up an investor presentation, to detail the sales/operational approach Simply to steady the ship and sort out the sentiment as the sell of and this has diminished it somewhat.

I have emailed them but no response - a coordinated effort might help.

The RNS was poorly written, for sure.

But it is difficult to read between the lines as often you will come to the incorrect conclusion because you do not have the facts.

lots of concerns, Mibo.

Some relevant for sure - perhaps you should sell though, as that is the only decision in your control.

the first 4 of your points could of been condensed into 1 imo.

Delay is of course bad, but that does not stop the team from forward selling, does it? Taking a new product to market is bloody tough - awareness is so so important, it gives them a few weeks to crack on in that manner and get the name out there.

BRH selling i concur with - looks extremely dodgy.

If you have any positives to share, please do.

Nobody is ignoring the fact the delay is damaging.

You are speaking as if it spells the end for RMS though. There is a difference.

I disagree entirely.

3 week delay is not the end of RNS. Masks are going no where. By H2 of next year this organisation will be selling millions per month, to both private and public clients.

License agreements are being set up as we speak.

If you are hear for a short trade i'd be ****ting it, but not if you are looking to see this through to true value.

Move on Ricky, ever so boring. Wouldn't mind if you came at it from a different angle to challenge my thinking but its the same tosh today, as it was yesterday and the day before that.. Only difference is today doggy got a bone with the delay.

sorry mate just read your first post on the thread - understood.

@lifes a gamble, what do you mean that teams are looking for ppe?

hahaha ok bud, take a look at other covid stocks.. AIM is generally valued on potential and sentiment rather than actual figures.

Volz are a 550 person business, with 3 factories & existing contracts with German & Slovak healthcare.. and Gareth's quote was 'they do not want me to disclose how many they will produce' not that he didn't want to...

I agree, trader nutting in their pants at this one. But this has a lot of upside and other 2-3 months their product will shine through!

Now more than ever education is key. RMS is not just about face masks but this is the key driver today.

The market needs a formalised session to update on production but also brief us on the sales strategy.. a couple of minutes of Gareth talking isn’t enough.

I’ve emailed Gareth on his university email suggesting this over the next few weeks as it gives us more structure and will help stabilise the SP

Header of terms signed but not RNSD or just allows some confusion when clarity is key.

Comek,

Why did they not state that then?

TBH it reads as a very rushed, thoughtless release...

I'll be putting this in the bottom draw and returning 1st week of January. Its highly disappointing this delay for a few reasons, firstly would the BoD have any awareness of the delay? Given it is purpose built kit it is HIGHLY possible they are given specific timeframes for dev...

Then, was Gareth aware when he was going on TV & drumming up interest?

Problem is the uncertainty plays splendidly into the hands of shorters and thus a ridiculous volatile share price follows. Disappointed and i now believe some clarity is required in the form of an investor presentation as the bod selling and now the delay is pretty damaging to trust.

Still very much belief in the product and that it will receive mass take up thought.

Exactly. But got a group that reckon they are already pumping them out, it’s tiresome.

Having delays this early in the process is **** for sentiment no matter how good the product might be, a delay isn’t good.

Completely agree, due to the nature of the innovation, as long as it does as is presented it could become legislation, antiviral mask or no party.

Sports/hospitality/retail/office owners...

The scope is huge here. If they can execute, that’s the key thing for me, volz partnership was a massive leap forward - going to be a really interesting few months here.

Mags chucking shade left, right and Rhubarb this evening..

I find it quite entertaining tbf.

No point in us all fighting one another, no one has control over company comms or progress

Spot on Bill.

To add my 2 pence also, you won’t find an organisation with so many consultants in.. all there to scrape money off the tax payer.. once had a project there with 2 blokes in Spain on full pay... had 9 months left on their contract with the trust and just wouldn’t turn up to our Skype meetings, had to go through them to get to c-level sign off... the organisation is bonkers.

A couple good wins a singular trusts would be a hell of a coup. If achieved, case study it and they’ll be forward sold for the next year.

If they can get inn with nhs confederation who do the monthly newsletters that would be the best bit of marketing they could do.

Just to highlight this fact.

Search '#GDR' ... read about 30 tweets... then look at the 6 month chart... that alone should ensure you NEVER take twitter posts seriously.